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 |
|---|---|---|---|---|---|
| Natixis Investment Managers International | 2,322 | $216.6K | 0.02% | −690−22.9% | Reduced |
| Royce & Associates LP | 2,320 | $216.4K | 0.00% | −580−20.0% | Reduced |
| Meeder Advisory Services, Inc. | 2,309 | $215.4K | 0.02% | −447−16.2% | Reduced |
| Boothbay Fund Management, LLC | 2,304 | $214.9K | 0.01% | +2,304 | New |
| Park Place Capital Corp | 2,290 | $213.6K | 0.06% | −9−0.4% | Reduced |
| Sutton Wealth Advisors Inc. | 2,270 | $211.7K | 0.11% | −3−0.1% | Reduced |
| Trust Asset Management LLC | 2,261 | $210.9K | 0.02% | +88+4.0% | Added |
| Leuthold Group, LLC | 2,245 | $209.4K | 0.03% | −158−6.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,229 | $207.9K | 0.03% | −28−1.2% | Reduced |
| SeaCrest Wealth Management, LLC | 2,228 | $207.8K | 0.03% | −10.0% | Reduced |
| Principle Wealth Partners LLC | 2,225 | $207.5K | 0.02% | 00.0% | Unchanged |
| Horizon Family Wealth, Inc. | 2,221 | $207.2K | 0.22% | +8+0.4% | Added |
| Wedbush Securities Inc | 2,207 | $206.0K | 0.01% | +2,207 | New |
| Pinebridge Investments, L.P. | 2,196 | $204.8K | 0.00% | −141,076−98.5% | Reduced |
| Schechter Investment Advisors, LLC | 2,190 | $204.3K | 0.02% | −320−12.7% | Reduced |
| Coldstream Capital Management Inc | 2,188 | $204.1K | 0.01% | −270−11.0% | Reduced |
| Arbor Investment Advisors, LLC | 2,181 | $203.4K | 0.04% | 00.0% | Unchanged |
| Appleton Partners Inc | 2,175 | $203.0K | 0.02% | −125−5.4% | Reduced |
| First Eagle Investment Management, LLC | 2,158 | $201.3K | 0.00% | +2,005+1,310.5% | Added |
| Boston Private Wealth LLC | 2,147 | $200.3K | 0.00% | −328−13.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,319 | $200.2K | 0.03% | +2,319 | New |
| IFP Advisors, Inc | 2,042 | $200.1K | 0.01% | −46,926−95.8% | Reduced |
| Central Trust Co | 1,823 | $170.0K | 0.00% | +1+0.1% | Added |
| South Dakota Investment Council | 1,700 | $159.0K | 0.00% | +600+54.5% | Added |
| Belpointe Asset Management LLC | 1,656 | $154.5K | 0.01% | +373+29.1% | Added |
| First Horizon Advisors, Inc. | 1,635 | $152.6K | 0.01% | −301−15.5% | Reduced |
| HM Payson & Co | 1,623 | $151.4K | 0.00% | +1,541+1,879.3% | Added |
| Advisory Services Network, LLC | 1,607 | $149.9K | 0.00% | +8+0.5% | Added |
| Eagle Bay Advisors LLC | 1,604 | $149.6K | 0.08% | −446−21.8% | Reduced |
| Bessemer Group Inc | 1,571 | $146.0K | 0.00% | −320−16.9% | Reduced |
| Deane Retirement Strategies, Inc. | 1,507 | $140.6K | 0.08% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,400 | $131.0K | 0.02% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,284 | $120.0K | 0.02% | +1,284 | New |
| Sentry Investment Management LLC | 1,274 | $119.0K | 0.05% | −14−1.1% | Reduced |
| International Assets Investment Management, LLC | 1,218 | $113.6K | 0.02% | +1,218 | New |
| PFG Private Wealth Management, LLC | 1,171 | $109.2K | 0.07% | +1,171 | New |
| PSI Advisors, LLC | 1,157 | $107.9K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,138 | $106.1K | 0.01% | −37−3.1% | Reduced |
| Coastal Capital Group, Inc. | 1,125 | $104.9K | 0.02% | +3+0.3% | Added |
| Kapitalo Investimentos Ltda | 1,116 | $104.1K | 0.03% | +272+32.2% | Added |
| Global Retirement Partners, LLC | 1,228 | $103.5K | 0.01% | +830+208.5% | Added |
| AM Squared Ltd | 1,100 | $102.6K | 0.08% | −1,000−47.6% | Reduced |
| Penserra Capital Management LLC | 1,026 | $95.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 876 | $81.8K | 0.00% | −275−23.9% | Reduced |
| Caldwell Trust Co | 869 | $81.1K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 860 | $80.2K | 0.00% | +77+9.8% | Added |
| EverSource Wealth Advisors, LLC | 856 | $79.9K | 0.01% | −60−6.6% | Reduced |
| Arlington Partners LLC | 830 | $77.5K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 772 | $72.0K | 0.01% | +772 | New |
| Lindbrook Capital, LLC | 763 | $71.2K | 0.01% | −24−3.0% | Reduced |
| Cambridge Trust Co | 717 | $66.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 717 | $66.9K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 719 | $64.5K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 675 | $63.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 648 | $60.0K | 0.00% | −468−41.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 617 | $57.5K | 0.01% | +11+1.8% | Added |
| Covestor Ltd | 571 | $53.0K | 0.05% | −209−26.8% | Reduced |
| Allworth Financial LP | 535 | $49.9K | 0.00% | −35−6.1% | Reduced |
| Ellevest, Inc. | 528 | $49.2K | 0.00% | −325−38.1% | Reduced |
| Ci Investments Inc. | 514 | $48.0K | 0.00% | −28−5.2% | Reduced |
| Alta Advisers Ltd | 500 | $46.6K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 498 | $46.4K | 0.01% | −19−3.7% | Reduced |
| Umb Bank N A | 491 | $45.8K | 0.00% | −21−4.1% | Reduced |
| Achmea Investment Management B.V. | 480 | $45.0K | 0.00% | −7,855−94.2% | Reduced |
| Farther Finance Advisors, LLC | 470 | $43.8K | 0.01% | +33+7.6% | Added |
| CVA Family Office, LLC | 452 | $42.2K | 0.01% | −155−25.5% | Reduced |
| Pinnacle Financial Partners Inc | 442 | $41.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 389 | $36.3K | 0.00% | −53−12.0% | Reduced |
| Clear Street Markets LLC | 382 | $36.0K | 0.01% | +187+95.9% | Added |
| Trust Co | 379 | $35.3K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 363 | $33.9K | 0.01% | +23+6.8% | Added |
| Laurel Wealth Advisors LLC | 360 | $33.5K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 343 | $32.0K | 0.02% | −2−0.6% | Reduced |
| FinTrust Capital Advisors, LLC | 292 | $31.2K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 305 | $28.4K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 300 | $28.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 300 | $28.0K | 0.00% | +300 | New |
| Addison Advisors LLC | 276 | $25.7K | 0.01% | +15+5.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 274 | $25.6K | 0.01% | +18+7.0% | Added |
| Deseret Mutual Benefit Administrators | 258 | $24.1K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 255 | $23.8K | 0.00% | +44+20.9% | Added |
| Bray Capital Advisors | 250 | $23.3K | 0.01% | −50−16.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 250 | $23.3K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 247 | $23.0K | 0.00% | +90+57.3% | Added |
| New Millennium Group LLC | 244 | $22.8K | 0.02% | −3,617−93.7% | Reduced |
| Tilia Fiduciary Partners, Inc. | 235 | $21.9K | 0.02% | −103−30.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 232 | $21.7K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 232 | $21.6K | 0.00% | +232 | New |
| Fred Alger Management, LLC | 223 | $20.8K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 220 | $20.5K | 0.00% | −131−37.3% | Reduced |
| Atlas Capital Advisors LLC | 211 | $19.7K | 0.00% | −315−59.9% | Reduced |
| Glassman Wealth Services | 207 | $19.3K | 0.00% | −34−14.1% | Reduced |
| Stephenson National Bank & Trust | 207 | $19.3K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 191 | $18.0K | 0.00% | −157−45.1% | Reduced |
| Private Trust Co NA | 189 | $17.6K | 0.00% | −16−7.8% | Reduced |
| TCI Wealth Advisors, Inc. | 174 | $16.2K | 0.00% | +1+0.6% | Added |
| Valley National Advisers Inc | 172 | $16.0K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 170 | $15.9K | 0.01% | +170 | New |
| First Community Trust NA | 163 | $15.2K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 147 | $13.7K | 0.00% | +8+5.8% | Added |