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 |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 4,998 | $466.2K | 0.00% | −3,417−40.6% | Reduced |
| Dock Street Asset Management Inc | 4,979 | $464.4K | 0.09% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 4,980 | $459.1K | 0.04% | +4,980 | New |
| Stephens Inc | 4,919 | $458.8K | 0.01% | −43,378−89.8% | Reduced |
| Swedbank AB | 4,904 | $457.4K | 0.00% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 4,835 | $451.0K | 0.05% | 00.0% | Unchanged |
| Vestcor Inc | 4,608 | $430.0K | 0.02% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 4,570 | $426.2K | 0.00% | −6,781−59.7% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,549 | $424.0K | 0.18% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 4,527 | $422.2K | 0.15% | −6,188−57.8% | Reduced |
| Agate Pass Investment Management, LLC | 4,329 | $403.8K | 0.26% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 4,325 | $403.4K | 0.00% | −5,299−55.1% | Reduced |
| DFPG Investments, LLC | 4,318 | $402.8K | 0.04% | +290+7.2% | Added |
| Global Financial Private Client, LLC | 4,282 | $394.4K | 0.20% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 4,197 | $391.6K | 0.10% | −1,867−30.8% | Reduced |
| Laffer Tengler Investments | 4,191 | $390.9K | 0.11% | +92+2.2% | Added |
| CWM, LLC | 4,152 | $387.0K | 0.00% | +1,723+70.9% | Added |
| Biltmore Family Office, LLC | 4,125 | $386.5K | 0.08% | −6−0.1% | Reduced |
| Contravisory Investment Management, Inc. | 4,109 | $383.2K | 0.11% | +61+1.5% | Added |
| Capstone Investment Advisors, LLC | 4,055 | $378.2K | 0.01% | +4,055 | New |
| Kestra Private Wealth Services, LLC | 4,046 | $377.3K | 0.02% | +493+13.9% | Added |
| Waterloo Capital, L.P. | 4,027 | $375.6K | 0.12% | +4,027 | New |
| Assenagon Asset Management S.A. | 4,003 | $373.4K | 0.00% | −582−12.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 4,000 | $373.1K | 0.06% | 00.0% | Unchanged |
| Bowman & Co S.C. | 4,000 | $373.1K | 0.27% | 00.0% | Unchanged |
| Stonnington Group, LLC | 4,000 | $371.4K | 0.10% | +4,000 | New |
| Tokio Marine Asset Management Co Ltd | 3,946 | $368.0K | 0.03% | 00.0% | Unchanged |
| Acrisure Capital Management, LLC | 3,943 | $367.8K | 0.37% | +3,943 | New |
| Shulman DeMeo Asset Management LLC | 3,932 | $366.7K | 0.12% | −5−0.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,899 | $363.7K | 0.04% | −122−3.0% | Reduced |
| Harbor Investment Advisory, LLC | 3,873 | $361.2K | 0.05% | −158−3.9% | Reduced |
| Visionary Wealth Advisors | 3,855 | $359.5K | 0.03% | +10.0% | Added |
| Essex Financial Services, Inc. | 3,838 | $358.0K | 0.04% | −5−0.1% | Reduced |
| Greenleaf Trust | 3,814 | $355.7K | 0.00% | −307−7.4% | Reduced |
| Ieq Capital, LLC | 3,811 | $355.4K | 0.01% | −602−13.6% | Reduced |
| Alberta Investment Management Corp | 3,800 | $354.4K | 0.00% | +3,800 | New |
| Great Valley Advisor Group, Inc. | 3,737 | $348.6K | 0.02% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 3,660 | $347.6K | 0.01% | −3,105−45.9% | Reduced |
| Huntington National Bank | 3,628 | $338.4K | 0.00% | −100−2.7% | Reduced |
| Symmetry Partners, LLC | 3,604 | $336.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 3,578 | $333.7K | 0.05% | +681+23.5% | Added |
| Toroso Investments, LLC | 3,536 | $330.0K | 0.01% | −101−2.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,513 | $327.7K | 0.00% | +94+2.7% | Added |
| Collective Family Office LLC | 3,434 | $320.3K | 0.13% | +1,434+71.7% | Added |
| Machina Capital S.A.S. | 3,309 | $308.6K | 0.27% | +3,309 | New |
| FDx Advisors, Inc. | 2,868 | $306.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,262 | $304.0K | 0.00% | +23+0.7% | Added |
| Verition Fund Management LLC | 3,242 | $302.4K | 0.00% | −6,331−66.1% | Reduced |
| Triasima Portfolio Management inc. | 3,195 | $298.0K | 0.02% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 3,194 | $297.9K | 0.00% | +115+3.7% | Added |
| Vontobel Holding Ltd. | 3,180 | $296.6K | 0.00% | +92+3.0% | Added |
| Quad-Cities Investment Group, LLC | 3,153 | $294.1K | 0.20% | +310+10.9% | Added |
| Snowden Capital Advisors LLC | 3,095 | $288.7K | 0.01% | +100+3.3% | Added |
| Redhawk Wealth Advisors, Inc. | 3,078 | $287.1K | 0.10% | +3,078 | New |
| Clarus Group, Inc. | 3,077 | $286.9K | 0.27% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 3,073 | $286.6K | 0.02% | +3,073 | New |
| Navellier & Associates Inc | 3,051 | $284.6K | 0.06% | +167+5.8% | Added |
| Nicholas Hoffman & Company, LLC. | 3,033 | $282.9K | 0.03% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 3,018 | $282.8K | 0.00% | +71+2.4% | Added |
| Fulton Bank, N.A. | 2,996 | $279.4K | 0.01% | +13+0.4% | Added |
| Malaga Cove Capital, LLC | 2,989 | $278.8K | 0.14% | +1,004+50.6% | Added |
| Dakota Wealth Management | 2,943 | $274.5K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,933 | $273.6K | 0.00% | −495−14.4% | Reduced |
| Novare Capital Management LLC | 2,930 | $273.3K | 0.03% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 2,925 | $272.8K | 0.05% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,898 | $270.3K | 0.02% | +2,898 | New |
| Flagship Harbor Advisors, LLC | 2,858 | $266.6K | 0.03% | −207−6.8% | Reduced |
| Proequities, Inc. | 2,790 | $261.4K | 0.02% | +32+1.2% | Added |
| Wetherby Asset Management Inc | 2,800 | $261.2K | 0.02% | −546−16.3% | Reduced |
| Pitcairn Co | 2,787 | $259.9K | 0.02% | −62−2.2% | Reduced |
| Moseley Investment Management Inc | 2,741 | $255.7K | 0.17% | −30−1.1% | Reduced |
| Veriti Management LLC | 2,736 | $255.2K | 0.03% | −718−20.8% | Reduced |
| Evercore Wealth Management, LLC | 2,728 | $254.4K | 0.01% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 2,715 | $253.2K | 0.12% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 2,704 | $252.2K | 0.01% | +278+11.5% | Added |
| MTM Investment Management, LLC | 2,700 | $251.8K | 0.13% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 2,687 | $250.6K | 0.14% | +432+19.2% | Added |
| Syntax Advisors, LLC | 2,687 | $250.6K | 0.19% | +432+19.2% | Added |
| Cerity Partners LLC | 2,690 | $250.4K | 0.00% | −485−15.3% | Reduced |
| Industrial Alliance Investment Management Inc. | 2,680 | $250.0K | 0.01% | −42,420−94.1% | Reduced |
| Sawtooth Solutions, LLC | 2,665 | $248.5K | 0.01% | +759+39.8% | Added |
| Bleakley Financial Group, LLC | 2,661 | $248.1K | 0.01% | −454−14.6% | Reduced |
| Virtu Financial LLC | 2,625 | $245.0K | 0.03% | +2,625 | New |
| Checchi Capital Advisers, LLC | 2,580 | $240.6K | 0.02% | −34−1.3% | Reduced |
| Alliance Wealth Advisors, LLC | 2,552 | $238.0K | 0.10% | +77+3.1% | Added |
| 44 Wealth Management LLC | 2,537 | $236.6K | 0.08% | +6+0.2% | Added |
| Phillips Wealth Planners LLC | 2,611 | $234.4K | 0.31% | +11+0.4% | Added |
| RBA Wealth Management, LLC | 2,499 | $233.1K | 0.12% | −11−0.4% | Reduced |
| Horizon Investments, LLC | 2,489 | $232.1K | 0.01% | −6,149−71.2% | Reduced |
| Blue Chip Partners, Inc. | 2,483 | $231.6K | 0.03% | −454−15.5% | Reduced |
| Salem Investment Counselors Inc | 2,458 | $230.3K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 2,389 | $229.0K | 0.06% | +2,389 | New |
| DoubleLine ETF Adviser LP | 2,438 | $227.4K | 0.10% | −295−10.8% | Reduced |
| Nations Financial Group Inc, | 2,438 | $227.4K | 0.02% | −67−2.7% | Reduced |
| Profund Advisors LLC | 2,400 | $223.8K | 0.01% | +320+15.4% | Added |
| Ameritas Investment Partners, Inc. | 2,384 | $222.4K | 0.01% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 2,368 | $221.0K | 0.04% | +2,368 | New |
| Shelton Capital Management | 2,353 | $219.5K | 0.01% | +2,353 | New |
| Fund Management at Engine No. 1 LLC | 2,350 | $219.2K | 0.04% | +217+10.2% | Added |
| Cigna Investments Inc | 2,320 | $217.0K | 0.04% | −58−2.4% | Reduced |