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 |
|---|---|---|---|---|---|
| Heritage Wealth Advisors | 13,860 | $1.29M | 0.07% | 00.0% | Unchanged |
| National Bank of Canada | 13,847 | $1.29M | 0.00% | +7,590+121.3% | Added |
| Bank of Nova Scotia | 13,819 | $1.29M | 0.00% | −1,151−7.7% | Reduced |
| Davis Investment Partners, LLC | 14,197 | $1.28M | 0.68% | +381+2.8% | Added |
| Quadrature Capital Ltd | 13,067 | $1.22M | 0.03% | +13,067 | New |
| Guggenheim Capital LLC | 12,667 | $1.18M | 0.01% | +1,887+17.5% | Added |
| Louisiana State Employees Retirement System | 12,600 | $1.18M | 0.03% | +100+0.8% | Added |
| Community Capital Management, Inc. | 12,300 | $1.15M | 1.51% | +6,800+123.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,296 | $1.15M | 0.03% | 00.0% | Unchanged |
| Sabal Trust CO | 12,130 | $1.13M | 0.08% | −130−1.1% | Reduced |
| Pensionfund Sabic | 12,000 | $1.12M | 0.39% | −3,000−20.0% | Reduced |
| Pacer Advisors, Inc. | 11,987 | $1.12M | 0.00% | +11,540+2,581.7% | Added |
| Jane Street Group, LLC | 11,900 | $1.11M | 0.00% | −55,888−82.4% | Reduced |
| One + One Wealth Management, LLC | 11,862 | $1.11M | 0.78% | −199−1.6% | Reduced |
| Shilanski & Associates, Inc. | 12,199 | $1.10M | 0.49% | +301+2.5% | Added |
| O'Shaughnessy Asset Management, LLC | 11,385 | $1.06M | 0.02% | −303−2.6% | Reduced |
| Oxford Financial Group Ltd | 11,339 | $1.06M | 0.12% | −21−0.2% | Reduced |
| Ethic Inc. | 11,141 | $1.04M | 0.04% | −1,527−12.1% | Reduced |
| Veritable, L.P. | 10,920 | $1.02M | 0.02% | +43+0.4% | Added |
| Skylands Capital, LLC | 10,699 | $997.9K | 0.15% | +2,500+30.5% | Added |
| Worldquant Millennium Advisors LLC | 10,487 | $978.0K | 0.02% | −4,984−32.2% | Reduced |
| Atlas Wealth LLC | 10,481 | $977.6K | 0.19% | +234+2.3% | Added |
| Cetera Advisor Networks LLC | 10,140 | $945.8K | 0.01% | +1,596+18.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 9,952 | $928.0K | 0.06% | +4,735+90.8% | Added |
| Norinchukin Bank, The | 9,889 | $922.3K | 0.02% | +306+3.2% | Added |
| Schneider Downs Wealth Management Advisors, LP | 9,785 | $912.6K | 0.19% | +477+5.1% | Added |
| Montag & Caldwell, LLC | 9,718 | $906.4K | 0.12% | −21−0.2% | Reduced |
| Prudential PLC | 9,575 | $893.1K | 0.01% | −4,273−30.9% | Reduced |
| Cornercap Investment Counsel Inc | 9,560 | $891.7K | 0.16% | +9,560 | New |
| Panagora Asset Management Inc | 9,375 | $874.4K | 0.01% | −51,762−84.7% | Reduced |
| Gryphon Financial Partners LLC | 9,196 | $857.7K | 0.20% | −209−2.2% | Reduced |
| We Are One Seven, LLC | 9,121 | $850.7K | 0.05% | +159+1.8% | Added |
| RMB Capital Management, LLC | 9,100 | $848.8K | 0.03% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 8,985 | $838.0K | 0.00% | −14,141−61.1% | Reduced |
| New Mexico Educational Retirement Board | 8,975 | $837.0K | 0.04% | −300−3.2% | Reduced |
| Financial Counselors Inc | 8,966 | $836.0K | 0.02% | −15−0.2% | Reduced |
| Chiron Capital Management, LLC | 8,850 | $825.4K | 0.57% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 8,793 | $820.1K | 0.47% | +291+3.4% | Added |
| Harrell Investment Partners, LLC | 7,893 | $819.3K | 0.29% | +7+0.1% | Added |
| Metropolitan Life Insurance Co | 8,668 | $808.5K | 0.04% | −2,073−19.3% | Reduced |
| Consolidated Planning Corp | 8,614 | $803.4K | 0.21% | +305+3.7% | Added |
| Moody National Bank Trust Division | 8,567 | $799.0K | 0.07% | +12+0.1% | Added |
| Trust Co of Toledo NA | 8,455 | $788.6K | 0.14% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 8,428 | $786.1K | 0.00% | −17,434−67.4% | Reduced |
| Western Wealth Management, LLC | 8,423 | $785.6K | 0.07% | −228−2.6% | Reduced |
| Axq Capital, LP | 8,400 | $783.5K | 0.31% | +8,400 | New |
| Tower Research Capital LLC (TRC) | 8,376 | $781.0K | 0.02% | −832−9.0% | Reduced |
| Bradley Foster & Sargent Inc | 8,315 | $775.5K | 0.02% | −100−1.2% | Reduced |
| Assetmark, Inc | 8,313 | $775.4K | 0.00% | +642+8.4% | Added |
| National Asset Management, Inc. | 8,222 | $770.3K | 0.02% | +8,222 | New |
| Capital Investment Advisors, LLC | 8,036 | $749.5K | 0.02% | −14−0.2% | Reduced |
| Cetera Investment Advisers | 7,934 | $740.0K | 0.01% | +837+11.8% | Added |
| Resources Investment Advisors, LLC. | 7,854 | $732.5K | 0.02% | +113+1.5% | Added |
| Signaturefd, LLC | 7,709 | $719.0K | 0.02% | −270−3.4% | Reduced |
| Oarsman Capital, Inc. | 7,682 | $716.5K | 0.33% | +3,076+66.8% | Added |
| Saturna Capital CORP | 7,352 | $685.7K | 0.01% | −1,000−12.0% | Reduced |
| United Capital Financial Advisers, LLC | 7,210 | $672.5K | 0.00% | −1,285−15.1% | Reduced |
| Quantinno Capital Management LP | 7,131 | $665.0K | 0.04% | −366−4.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,896 | $643.0K | 0.05% | −66−0.9% | Reduced |
| Wesbanco Bank Inc | 6,852 | $639.0K | 0.03% | 00.0% | Unchanged |
| Oak Thistle LLC | 6,838 | $637.8K | 0.38% | +6,838 | New |
| Guinness Asset Management LTD | 6,797 | $634.0K | 0.02% | +305+4.7% | Added |
| HBK Sorce Advisory LLC | 6,769 | $631.4K | 0.03% | −7,191−51.5% | Reduced |
| Texas Yale Capital Corp. | 6,750 | $629.6K | 0.03% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 6,680 | $623.0K | 0.01% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 6,510 | $607.2K | 0.03% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 6,503 | $606.5K | 0.04% | +4,751+271.2% | Added |
| Yorktown Management & Research Co Inc | 6,450 | $601.6K | 0.65% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 6,445 | $601.1K | 0.07% | −614−8.7% | Reduced |
| Centiva Capital, LP | 6,260 | $583.9K | 0.03% | +6,260 | New |
| Staley Capital Advisers Inc | 6,250 | $583.0K | 0.03% | +6,250 | New |
| Keybank National Association | 6,234 | $581.4K | 0.00% | −1,223−16.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,092 | $568.2K | 0.01% | +25+0.4% | Added |
| Apollon Wealth Management, LLC | 6,087 | $567.7K | 0.03% | +780+14.7% | Added |
| Cavalier Investments, LLC | 5,984 | $558.1K | 0.24% | +322+5.7% | Added |
| Metis Global Partners, LLC | 5,935 | $553.6K | 0.04% | +1,924+48.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,911 | $551.3K | 0.01% | +1,079+22.3% | Added |
| Signature Wealth Management Group | 5,905 | $550.8K | 0.26% | −214−3.5% | Reduced |
| Banque Cantonale Vaudoise | 5,800 | $541.0K | 0.03% | +3,400+141.7% | Added |
| Threadgill Financial, LLC | 5,792 | $540.2K | 0.66% | +5,792 | New |
| Systematic Alpha Investments, LLC | 5,700 | $531.6K | 0.03% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 5,696 | $531.3K | 0.16% | +963+20.3% | Added |
| Wealthspire Advisors, LLC | 5,681 | $529.9K | 0.01% | −675−10.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 5,652 | $527.0K | 0.01% | −3,755−39.9% | Reduced |
| TD Private Client Wealth LLC | 5,615 | $523.7K | 0.02% | +1,125+25.1% | Added |
| Blueshift Asset Management, LLC | 5,594 | $521.8K | 0.22% | +1,400+33.4% | Added |
| Connectus Wealth, LLC | 5,511 | $514.1K | 0.01% | +5+0.1% | Added |
| Bill Few Associates, Inc. | 5,445 | $507.9K | 0.28% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 5,436 | $507.0K | 0.01% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 5,408 | $504.4K | 0.01% | +449+9.1% | Added |
| Tranquility Partners, LLC | 5,314 | $495.6K | 0.24% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 5,299 | $494.2K | 0.03% | +159+3.1% | Added |
| Johnson Investment Counsel Inc | 5,291 | $493.5K | 0.01% | −673−11.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,204 | $485.4K | 0.01% | +931+21.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,135 | $479.0K | 0.00% | −449−8.0% | Reduced |
| Intrust Bank NA | 5,115 | $477.1K | 0.06% | −556−9.8% | Reduced |
| Covenant Partners, LLC | 5,093 | $475.0K | 0.18% | −2,029−28.5% | Reduced |
| Forum Financial Management, LP | 5,050 | $471.0K | 0.01% | −883−14.9% | Reduced |
| Ronald Blue Trust, Inc. | 4,415 | $471.0K | 0.01% | +1,157+35.5% | Added |
| Empirical Finance, LLC | 5,013 | $467.6K | 0.04% | +263+5.5% | Added |