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 |
|---|---|---|---|---|---|
| Princeton Global Asset Management LLC | 145 | $13.5K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 143 | $13.3K | 0.01% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 133 | $12.4K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 124 | $11.6K | 0.01% | −199−61.6% | Reduced |
| Farmers & Merchants Investments Inc | 121 | $11.3K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 120 | $11.2K | 0.00% | −5−4.0% | Reduced |
| Smithfield Trust Co | 120 | $11.0K | 0.00% | −957−88.9% | Reduced |
| AdvisorNet Financial, Inc | 116 | $10.8K | 0.00% | −22−15.9% | Reduced |
| Prestige Wealth Management Group LLC | 111 | $10.4K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 110 | $10.3K | 0.00% | +44+66.7% | Added |
| Baker Avenue Asset Management, LP | 106 | $9.89K | 0.00% | +6+6.0% | Added |
| Sageworth Trust Co | 100 | $9.33K | 0.00% | +100 | New |
| Hexagon Capital Partners LLC | 96 | $8.95K | 0.00% | −5−5.0% | Reduced |
| Clearstead Advisors, LLC | 93 | $8.68K | 0.00% | +10+12.0% | Added |
| Harbour Investments, Inc. | 91 | $8.49K | 0.00% | −43−32.1% | Reduced |
| Resources Management Corp | 62 | $8.00K | 0.00% | −61,497−99.9% | Reduced |
| Cascade Investment Advisors, Inc. | 75 | $7.00K | 0.01% | −13,905−99.5% | Reduced |
| Quent Capital, LLC | 55 | $5.13K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 49 | $5.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 53 | $4.94K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 47 | $4.38K | 0.00% | −31−39.7% | Reduced |
| Concord Wealth Partners | 45 | $4.20K | 0.00% | −20−30.8% | Reduced |
| TSFG, LLC | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 38 | $4.00K | 0.00% | +8+26.7% | Added |
| SOA Wealth Advisors, LLC. | 41 | $3.83K | 0.00% | −15−26.8% | Reduced |
| Creative Financial Designs Inc | 39 | $3.64K | 0.00% | +39 | New |
| BerganKDV Wealth Management, LLC | 34 | $3.13K | 0.00% | +1+3.0% | Added |
| McIlrath & Eck, LLC | 32 | $3.02K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 31 | $3.00K | 0.00% | +31 | New |
| Jones Financial Companies LLLP | 32 | $2.98K | 0.00% | +30+1,500.0% | Added |
| Raffa Wealth Management, LLC | 30 | $2.80K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 29 | $2.67K | 0.00% | −4−12.1% | Reduced |
| Abound Wealth Management | 28 | $2.61K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 28 | $2.61K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 28 | $2.61K | 0.00% | +18+180.0% | Added |
| Manchester Capital Management LLC | 26 | $2.43K | 0.00% | −1−3.7% | Reduced |
| Disciplined Investments, LLC | 24 | $2.24K | 0.00% | −4−14.3% | Reduced |
| Capital Advisors, Ltd. LLC | 22 | $2.00K | 0.00% | −514−95.9% | Reduced |
| SkyView Investment Advisors, LLC | 19 | $2.00K | 0.00% | +19 | New |
| Geneos Wealth Management Inc. | 21 | $1.96K | 0.00% | −379−94.8% | Reduced |
| Syverson Strege & Co | 20 | $1.86K | 0.00% | +20 | New |
| Morton Brown Family Wealth, LLC | 18 | $1.68K | 0.00% | +18 | New |
| Nalls Sherbakoff Group, LLC | 18 | $1.66K | 0.00% | +18 | New |
| C M Bidwell & Associates Ltd | 16 | $1.49K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 15 | $1.40K | 0.00% | +6+66.7% | Added |
| JJJ Advisors Inc. | 14 | $1.31K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 14 | $1.31K | 0.00% | +1+7.7% | Added |
| USA Financial Portformulas Corp | 13 | $1.21K | 0.00% | +13 | New |
| Accel Wealth Management | 11 | $1.03K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 11 | $1.03K | 0.00% | −259−95.9% | Reduced |
| First Financial Corp | 11 | $1.02K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $939 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 9 | $840 | 0.00% | −107−92.2% | Reduced |
| SJS Investment Consulting Inc. | 8 | $747 | 0.00% | −24−75.0% | Reduced |
| Sunbelt Securities, Inc. | 7 | $645 | 0.00% | +7 | New |
| West Paces Advisors Inc. | 6 | $560 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 5 | $466 | 0.00% | +4+400.0% | Added |
| Rosenberg Matthew Hamilton | 3 | $280 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3 | $277 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2 | $187 | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 6,465 | $0 | 0.00% | +97+1.5% | Added |
| GW&K Investment Management, LLC | 3 | $0 | 0.00% | +3 | New |
| Avion Wealth | 7 | $0 | 0.00% | +7 | New |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −288,165−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −236,253−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −196,437−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −182,406−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −169,915−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −91,877−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −63,422−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −52,015−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Freemont Management S.A. | 0 | $0 | 0.00% | −42,400−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −36,865−100.0% | Sold out |
| NWK Group, Inc. | 0 | $0 | 0.00% | −29,986−100.0% | Sold out |
| Alcosta Capital Management, Inc. | 0 | $0 | 0.00% | −25,555−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −24,972−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −22,276−100.0% | Sold out |
| Capital Group Private Client Services, Inc. | 0 | $0 | 0.00% | −21,262−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −20,450−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −17,300−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −14,263−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −12,563−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −12,171−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −12,128−100.0% | Sold out |
| Paragon Capital Management Inc | 0 | $0 | 0.00% | −10,206−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −9,348−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −8,821−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −8,322−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −7,989−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Vetamer Capital Management, L.P. | 0 | $0 | 0.00% | −7,575−100.0% | Sold out |
| J. W. Coons Advisors, LLC | 0 | $0 | 0.00% | −6,856−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −6,438−100.0% | Sold out |
| Sumitomo Life Insurance Co | 0 | $0 | 0.00% | −6,183−100.0% | Sold out |
| Heartland Bank & Trust Co | 0 | $0 | 0.00% | −6,114−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −5,871−100.0% | Sold out |