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 |
|---|---|---|---|---|---|
| Buckhead Capital Management LLC | 37,399 | $3.49M | 0.82% | +842+2.3% | Added |
| Tower Bridge Advisors | 37,179 | $3.47M | 0.28% | −775−2.0% | Reduced |
| Yousif Capital Management, LLC | 36,116 | $3.37M | 0.04% | −1,610−4.3% | Reduced |
| Alpine Woods Capital Investors, LLC | 35,300 | $3.29M | 0.50% | +7,000+24.7% | Added |
| Intech Investment Management LLC | 34,659 | $3.23M | 0.03% | +24,789+251.2% | Added |
| Utah Retirement Systems | 34,646 | $3.23M | 0.05% | +100+0.3% | Added |
| Balyasny Asset Management LLC | 34,218 | $3.19M | 0.01% | +34,218 | New |
| NBW Capital LLC | 33,977 | $3.17M | 0.77% | +294+0.9% | Added |
| Mutual of America Capital Management LLC | 33,840 | $3.16M | 0.04% | +80+0.2% | Added |
| DekaBank Deutsche Girozentrale | 34,550 | $3.15M | 0.01% | −9,358−21.3% | Reduced |
| CX Institutional | 33,769 | $3.12M | 0.17% | +33,769 | New |
| Squarepoint Ops LLC | 33,375 | $3.11M | 0.02% | −12,043−26.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 32,857 | $3.06M | 0.03% | +134+0.4% | Added |
| Forsta Ap-Fonden | 32,400 | $3.02M | 0.04% | −9,700−23.0% | Reduced |
| TownSquare Capital, LLC | 31,949 | $2.98M | 0.07% | −151−0.5% | Reduced |
| IFM Investors Pty Ltd | 31,861 | $2.97M | 0.05% | +625+2.0% | Added |
| Janney Montgomery Scott LLC | 31,842 | $2.97M | 0.01% | −1,909−5.7% | Reduced |
| New York Life Investment Management LLC | 31,353 | $2.92M | 0.03% | +162+0.5% | Added |
| Oppenheimer Asset Management Inc. | 31,045 | $2.90M | 0.04% | −1,857−5.6% | Reduced |
| State of Tennessee, Treasury Department | 30,372 | $2.83M | 0.01% | +2,965+10.8% | Added |
| Railway Pension Investments Ltd | 30,300 | $2.83M | 0.03% | 00.0% | Unchanged |
| Walleye Capital LLC | 29,666 | $2.77M | 0.06% | +29,666 | New |
| First Hawaiian Bank | 29,310 | $2.73M | 0.09% | −40.0% | Reduced |
| Allianz Asset Management GmbH | 28,948 | $2.70M | 0.01% | +1,298+4.7% | Added |
| Graphene Investments SAS | 28,600 | $2.67M | 1.78% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 28,491 | $2.66M | 0.01% | +1,475+5.5% | Added |
| DnB Asset Management AS | 28,414 | $2.65M | 0.02% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 28,090 | $2.62M | 0.01% | +2,595+10.2% | Added |
| CIBC Asset Management Inc | 27,946 | $2.61M | 0.01% | +49+0.2% | Added |
| Cardinal Capital Management | 27,720 | $2.60M | 0.54% | −126−0.5% | Reduced |
| Dorsey Wright & Associates | 27,668 | $2.58M | 0.78% | +506+1.9% | Added |
| The PNC Financial Services Group, Inc. | 27,059 | $2.52M | 0.00% | −1,271−4.5% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 26,823 | $2.50M | 2.39% | −396−1.5% | Reduced |
| Regions Financial Corp | 26,512 | $2.47M | 0.02% | −3,790−12.5% | Reduced |
| Bokf, NA | 26,460 | $2.47M | 0.05% | −3,594−12.0% | Reduced |
| Neuberger Berman Group LLC | 26,268 | $2.45M | 0.00% | −101−0.4% | Reduced |
| Unigestion Holding SA | 26,553 | $2.45M | 0.13% | −25,265−48.8% | Reduced |
| Xponance, Inc. | 25,925 | $2.42M | 0.04% | −7,921−23.4% | Reduced |
| CIBC World Markets Corp | 25,460 | $2.37M | 0.04% | +25,460 | New |
| Gulf International Bank (UK) Ltd | 25,419 | $2.37M | 0.05% | −3,133−11.0% | Reduced |
| Ancora Advisors, LLC | 25,062 | $2.34M | 0.07% | −12,828−33.9% | Reduced |
| Center for Financial Planning, Inc. | 25,009 | $2.33M | 0.54% | +1,042+4.3% | Added |
| Atria Investments LLC | 23,396 | $2.18M | 0.04% | +1,313+5.9% | Added |
| Gotham Asset Management, LLC | 23,310 | $2.17M | 0.05% | +4,457+23.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 22,952 | $2.14M | 0.01% | +22,952 | New |
| Czech National Bank | 22,829 | $2.13M | 0.05% | +169+0.7% | Added |
| Mackenzie Financial Corp | 22,800 | $2.13M | 0.00% | +6,986+44.2% | Added |
| Public Employees Retirement Association of Colorado | 22,737 | $2.12M | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 22,500 | $2.10M | 0.07% | +388+1.8% | Added |
| Gillson Capital LP | 22,376 | $2.09M | 0.17% | −28,270−55.8% | Reduced |
| MML Investors Services, LLC | 21,971 | $2.05M | 0.01% | −3,028−12.1% | Reduced |
| Sweet Financial Partners, LLC | 21,780 | $2.03M | 0.56% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 23,613 | $2.03M | 0.01% | −539−2.2% | Reduced |
| Teacher Retirement System of Texas | 21,528 | $2.01M | 0.01% | −72,734−77.2% | Reduced |
| Kaydan Wealth Management, Inc. | 21,375 | $1.99M | 0.82% | 00.0% | Unchanged |
| Systematic Financial Management LP | 20,606 | $1.92M | 0.06% | +185+0.9% | Added |
| Nissay Asset Management Corp | 20,580 | $1.92M | 0.02% | −775−3.6% | Reduced |
| GWM Advisors LLC | 20,386 | $1.90M | 0.02% | +3,211+18.7% | Added |
| Mariner, LLC | 20,255 | $1.89M | 0.01% | −903−4.3% | Reduced |
| Brinker Capital Investments, LLC | 20,072 | $1.87M | 0.02% | −727−3.5% | Reduced |
| Orion Portfolio Solutions, LLC | 20,072 | $1.87M | 0.02% | +20,072 | New |
| SPC Financial, Inc. | 20,050 | $1.87M | 0.21% | −400−2.0% | Reduced |
| Level Four Advisory Services, LLC | 19,689 | $1.84M | 0.12% | +17,154+676.7% | Added |
| CIBC Private Wealth Group, LLC | 117,579 | $1.83M | 0.01% | −2,926−2.4% | Reduced |
| Crossmark Global Holdings, Inc. | 18,730 | $1.75M | 0.04% | −566−2.9% | Reduced |
| Storebrand Asset Management AS | 18,714 | $1.75M | 0.01% | −713−3.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 18,274 | $1.70M | 0.08% | −120−0.7% | Reduced |
| Dean Investment Associates, LLC | 18,210 | $1.70M | 0.27% | −373−2.0% | Reduced |
| Shell Asset Management Co | 18,118 | $1.69M | 0.07% | +305+1.7% | Added |
| Brendel Financial Advisors LLC | 18,012 | $1.68M | 1.24% | +18,012 | New |
| HighTower Advisors, LLC | 17,873 | $1.66M | 0.00% | −185−1.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,835 | $1.66M | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 17,569 | $1.64M | 0.01% | +503+2.9% | Added |
| Great Diamond Partners, LLC | 17,433 | $1.63M | 0.47% | +10,394+147.7% | Added |
| British Columbia Investment Management Corp | 17,237 | $1.61M | 0.02% | 00.0% | Unchanged |
| Prana Capital Management, LP | 16,525 | $1.54M | 0.13% | +16,525 | New |
| Mount Yale Investment Advisors, LLC | 16,329 | $1.52M | 0.17% | −1,265−7.2% | Reduced |
| Hartford Investment Management Co | 16,328 | $1.52M | 0.05% | +2,334+16.7% | Added |
| Securian Asset Management, Inc | 16,290 | $1.52M | 0.04% | +58+0.4% | Added |
| Ossiam | 16,187 | $1.51M | 0.03% | +7,312+82.4% | Added |
| Aft, Forsyth & Sober, LLC | 15,750 | $1.47M | 0.74% | −800−4.8% | Reduced |
| White Pine Capital LLC | 15,736 | $1.47M | 0.57% | −400−2.5% | Reduced |
| Quantbot Technologies LP | 15,679 | $1.46M | 0.10% | +15,679 | New |
| M&T Bank Corp | 15,575 | $1.45M | 0.01% | +668+4.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,481 | $1.44M | 0.03% | +237+1.6% | Added |
| Maryland State Retirement & Pension System | 15,397 | $1.44M | 0.03% | +412+2.7% | Added |
| Elo Mutual Pension Insurance Co | 15,395 | $1.44M | 0.05% | +350+2.3% | Added |
| Kentucky Retirement Systems | 15,325 | $1.43M | 0.05% | +53+0.3% | Added |
| Aquatic Capital Management LLC | 15,100 | $1.41M | 0.09% | +15,100 | New |
| 9258 Wealth Management, LLC | 15,013 | $1.40M | 0.28% | 00.0% | Unchanged |
| Fiera Capital Corp | 14,976 | $1.40M | 0.00% | +14,976 | New |
| Daiwa Securities Group Inc. | 14,757 | $1.38M | 0.01% | +1,169+8.6% | Added |
| Worth Venture Partners, LLC | 14,720 | $1.37M | 0.67% | −2,221−13.1% | Reduced |
| High Net Worth Advisory Group LLC | 14,631 | $1.36M | 0.56% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 14,631 | $1.36M | 0.01% | −329−2.2% | Reduced |
| Empire Life Investments Inc. | 14,536 | $1.36M | 0.10% | +303+2.1% | Added |
| Park Avenue Securities LLC | 14,451 | $1.35M | 0.02% | +702+5.1% | Added |
| Meridian Wealth Advisors, LLC | 14,370 | $1.34M | 0.34% | +275+2.0% | Added |
| Gyroscope Capital Management Group, LLC | 14,184 | $1.32M | 0.34% | +52+0.4% | Added |
| Stephens Consulting, LLC | 14,047 | $1.31M | 0.79% | +13+0.1% | Added |