Raymond James Financial Inc
RJF- Exchange
- NYSE
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000720005
In the last 90 days, Raymond James Financial Inc insiders filed 0 open-market purchases and 3 sales; 904 institutions reported holding it in 13F filings for Q2 2026, worth $23.1B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
13F holders, Q1 2023
Institutional positions in Raymond James Financial Inc as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 664
- −25 vs. Q4 2022
- Shares held
- 159.4M
- −3.87M (−2.4%) vs. Q4 2022
- Total value
- $14.8B
- −$2.60B (−14.9%) vs. Q4 2022
- New holders
- 62
- 230 more added
- Sold out
- 87
- 264 more reduced
12 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting RJF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 904 | $23.1B |
| Q1 2026 | 925 | $22.0B |
| Q4 2025 | 936 | $24.6B |
| Q3 2025 | 894 | $26.0B |
| Q2 2025 | 857 | $23.8B |
| Q1 2025 | 858 | $21.8B |
| Q4 2024 | 840 | $23.9B |
| Q3 2024 | 768 | $19.1B |
| Q2 2024 | 751 | $18.9B |
| Q1 2024 | 729 | $19.9B |
| Q4 2023 | 720 | $17.4B |
| Q3 2023 | 658 | $15.7B |
| Q2 2023 | 644 | $16.5B |
| Q1 2023 | 664 | $14.8B |
| Q4 2022 | 701 | $17.5B |
| Q3 2022 | 666 | $16.1B |
| Q2 2022 | 657 | $14.3B |
| Q1 2022 | 664 | $17.3B |
| Q4 2021 | 638 | $15.5B |
| Q3 2021 | 583 | $14.0B |
| Q2 2021 | 565 | $13.2B |
| Q1 2021 | 552 | $12.3B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Raymond James Financial Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cinctive Capital Management LP | 135,673 | $12.7M | 0.47% | +135,673 | New |
| Aviva PLC | 133,353 | $12.4M | 0.06% | +36,771+38.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 124,630 | $11.6M | 0.03% | +1,816+1.5% | Added |
| Capital Wealth Planning, LLC | 123,623 | $11.5M | 0.16% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 119,206 | $11.1M | 0.27% | +637+0.5% | Added |
| State of Wisconsin Investment Board | 118,118 | $11.0M | 0.03% | +9,488+8.7% | Added |
| Allspring Global Investments Holdings, LLC | 117,829 | $11.0M | 0.02% | −50,938−30.2% | Reduced |
| Chilton Investment Co LLC | 114,545 | $10.7M | 0.33% | +83,896+273.7% | Added |
| State of New Jersey Common Pension Fund D | 112,838 | $10.5M | 0.04% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 112,630 | $10.5M | 0.04% | +1,284+1.2% | Added |
| Man Group plc | – | $10.4M | 0.04% | – | – |
| Hantz Financial Services, Inc. | 108,017 | $10.1M | 0.27% | +202+0.2% | Added |
| Public Employees Retirement System of Ohio | 107,949 | $10.1M | 0.04% | −23,283−17.7% | Reduced |
| Natixis | 107,871 | $10.1M | 0.09% | +107,871 | New |
| Citigroup Inc | 107,285 | $10.0M | 0.01% | −2,706−2.5% | Reduced |
| Loomis Sayles & Co L P | 106,090 | $9.89M | 0.02% | −9,182−8.0% | Reduced |
| Frontier Capital Management Co LLC | 103,771 | $9.68M | 0.10% | −27,483−20.9% | Reduced |
| Brookfield Asset Management Inc. | 102,066 | $9.52M | 0.04% | +6,226+6.5% | Added |
| Susquehanna International Group, LLP | 97,689 | $9.11M | 0.01% | +20,251+26.2% | Added |
| Illinois Municipal Retirement Fund | 95,656 | $8.92M | 0.19% | +30,409+46.6% | Added |
| BNP Paribas Arbitrage, SA | 95,531 | $8.91M | 0.02% | −50,603−34.6% | Reduced |
| Mn Services Vermogensbeheer B.V. | 92,000 | $8.58M | 0.09% | +2,800+3.1% | Added |
| Pictet Asset Management SA | 90,660 | $8.46M | 0.01% | −4,151−4.4% | Reduced |
| Nisa Investment Advisors, LLC | 89,715 | $8.37M | 0.07% | −18,735−17.3% | Reduced |
| Treasurer of the State of North Carolina | 87,848 | $8.19M | 0.05% | +3,330+3.9% | Added |
| Vaughan Nelson Investment Management, L.P. | 85,083 | $7.94M | 0.10% | −10,285−10.8% | Reduced |
| Invenomic Capital Management LP | 81,277 | $7.58M | 0.43% | +81,277 | New |
| Franklin Resources Inc | 79,947 | $7.46M | 0.00% | +56,412+239.7% | Added |
| Bryn Mawr Trust Co | 79,386 | $7.40M | 0.33% | −2,132−2.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 78,003 | $7.28M | 0.05% | −571−0.7% | Reduced |
| Asset Management One Co.,Ltd. | 77,552 | $7.23M | 0.03% | +2,774+3.7% | Added |
| Burney Co | 76,662 | $7.15M | 0.35% | −3,206−4.0% | Reduced |
| AQR Capital Management LLC | 77,222 | $7.11M | 0.02% | −21,210−21.5% | Reduced |
| US Bancorp | 74,366 | $6.94M | 0.01% | −4,645−5.9% | Reduced |
| Voya Investment Management LLC | 73,966 | $6.90M | 0.01% | −194−0.3% | Reduced |
| Bragg Financial Advisors, Inc | 73,798 | $6.88M | 0.41% | +2,758+3.9% | Added |
| CWA Asset Management Group, LLC | 72,900 | $6.80M | 0.50% | +6,412+9.6% | Added |
| Private Capital Management, LLC | 71,745 | $6.69M | 0.80% | −6,602−8.4% | Reduced |
| ProShare Advisors LLC | 71,004 | $6.62M | 0.02% | +2,417+3.5% | Added |
| Westpac Banking Corp | 70,308 | $6.56M | 0.09% | −12,981−15.6% | Reduced |
| Stifel Financial Corp | 69,768 | $6.51M | 0.01% | +1,299+1.9% | Added |
| Citizens Financial Group Inc | 69,434 | $6.48M | 0.24% | −33,180−32.3% | Reduced |
| Royal London Asset Management Ltd | 68,902 | $6.43M | 0.03% | +8,065+13.3% | Added |
| Korea Investment CORP | 68,873 | $6.42M | 0.02% | −265−0.4% | Reduced |
| Federated Hermes, Inc. | 67,173 | $6.27M | 0.02% | −98,208−59.4% | Reduced |
| Rafferty Asset Management, LLC | 65,324 | $6.09M | 0.04% | −9,257−12.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 65,269 | $6.09M | 0.02% | +322+0.5% | Added |
| Janus Henderson Group PLC | 65,224 | $6.08M | 0.00% | +37,087+131.8% | Added |
| Tudor Investment Corp Et Al | 64,852 | $6.05M | 0.11% | +16,004+32.8% | Added |
| LPL Financial LLC | 64,454 | $6.01M | 0.00% | +4,661+7.8% | Added |
| Am Investment Strategies LLC | 64,081 | $5.98M | 2.04% | 00.0% | Unchanged |
| American International Group, Inc. | 63,202 | $5.89M | 0.04% | +268+0.4% | Added |
| Edgestream Partners, L.P. | 60,955 | $5.69M | 0.63% | +49,351+425.3% | Added |
| Palmer Knight Co | 60,607 | $5.65M | 3.59% | +2,666+4.6% | Added |
| Ensign Peak Advisors, Inc | 60,340 | $5.63M | 0.01% | +495+0.8% | Added |
| Standard Life Aberdeen plc | 59,834 | $5.58M | 0.01% | −1,695−2.8% | Reduced |
| Andra AP-fonden | 59,600 | $5.56M | 0.14% | +7,800+15.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 58,259 | $5.43M | 0.02% | +19,746+51.3% | Added |
| Retirement Systems of Alabama | 57,287 | $5.34M | 0.02% | −4,731−7.6% | Reduced |
| PFS Investments Inc. | 59,225 | $5.29M | 0.09% | −2,121−3.5% | Reduced |
| Arizona State Retirement System | 56,272 | $5.25M | 0.05% | +1,290+2.3% | Added |
| Advisor Group Holdings, Inc. | 55,744 | $5.20M | 0.01% | +12,098+27.7% | Added |
| Parkwood LLC | 54,463 | $5.08M | 0.94% | +6,771+14.2% | Added |
| Handelsbanken Fonder AB | 54,285 | $5.06M | 0.03% | −4,494−7.6% | Reduced |
| State of Michigan Retirement System | 53,244 | $4.97M | 0.03% | +600+1.1% | Added |
| Engineers Gate Manager LP | 51,561 | $4.81M | 0.20% | +31,960+163.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 51,309 | $4.79M | 0.02% | +9,690+23.3% | Added |
| Captrust Financial Advisors | 51,287 | $4.78M | 0.02% | −3,290−6.0% | Reduced |
| Swiss Life Asset Management Ltd | 51,265 | $4.78M | 0.07% | +3,416+7.1% | Added |
| MetLife Investment Management | 50,655 | $4.72M | 0.03% | −544−1.1% | Reduced |
| Nomura Asset Management Co Ltd | 50,344 | $4.70M | 0.02% | −35,632−41.4% | Reduced |
| Amalgamated Bank | 50,303 | $4.69M | 0.04% | −11,272−18.3% | Reduced |
| Logan Capital Management Inc | 48,047 | $4.48M | 0.22% | +48,047 | New |
| Central Bank & Trust Co | 48,026 | $4.48M | 0.80% | +12,409+34.8% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 47,492 | $4.43M | 0.54% | −1,148−2.4% | Reduced |
| Raymond James Trust N.A. | 47,332 | $4.42M | 0.14% | −64−0.1% | Reduced |
| Creative Planning | 46,682 | $4.35M | 0.01% | −4,816−9.4% | Reduced |
| Cahaba Wealth Management, Inc. | 46,253 | $4.31M | 0.49% | +1,683+3.8% | Added |
| Public Sector Pension Investment Board | 45,059 | $4.20M | 0.03% | +112+0.2% | Added |
| First Republic Investment Management, Inc. | 44,016 | $4.11M | 0.01% | −1,177−2.6% | Reduced |
| D.A. Davidson & Co. | 43,822 | $4.09M | 0.05% | +14,155+47.7% | Added |
| Peterson Wealth Services | 43,219 | $4.03M | 2.07% | +881+2.1% | Added |
| USS Investment Management Ltd | 42,212 | $3.94M | 0.05% | 00.0% | Unchanged |
| Fifth Third Bancorp | 41,837 | $3.90M | 0.02% | −1,017−2.4% | Reduced |
| Oregon Public Employees Retirement Fund | 41,587 | $3.88M | 0.05% | +1,133+2.8% | Added |
| Truist Financial Corp | 41,474 | $3.87M | 0.01% | −7,062−14.6% | Reduced |
| Alerus Financial NA | 41,347 | $3.86M | 0.34% | +41,347 | New |
| Siemens Fonds Invest GmbH | 41,062 | $3.83M | 0.40% | −100.0% | Reduced |
| Tredje AP-fonden | 41,044 | $3.83M | 0.06% | +1,776+4.5% | Added |
| Commerce Bank | 41,028 | $3.83M | 0.03% | +5,934+16.9% | Added |
| Texas Permanent School Fund | 40,407 | $3.77M | 0.04% | +12,902+46.9% | Added |
| Westfield Capital Management Co LP | 40,095 | $3.74M | 0.03% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 40,152 | $3.74M | 0.01% | +19,705+96.4% | Added |
| Crestline Management, LP | 40,000 | $3.73M | 0.46% | +40,000 | New |
| LMG Wealth Partners, LLC | 39,867 | $3.72M | 1.20% | +18,333+85.1% | Added |
| KBC Group NV | 39,764 | $3.71M | 0.02% | +336+0.9% | Added |
| Caisse de Depot Et Placement du Quebec | 39,524 | $3.69M | 0.01% | −19,849−33.4% | Reduced |
| Marex Group plc | 39,000 | $3.64M | 0.48% | +39,000 | New |
| New England Professional Planning Group Inc. | 38,970 | $3.59M | 2.17% | +143+0.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 37,764 | $3.52M | 0.05% | +5,100+15.6% | Added |