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, Q2 2023
Institutional positions in Raymond James Financial Inc as of Jun 30, 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
- 644
- −19 vs. Q1 2023
- Shares held
- 159.1M
- −208.3K (−0.1%) vs. Q1 2023
- Total value
- $16.5B
- +$1.61B (+10.8%) vs. Q1 2023
- New holders
- 61
- 218 more added
- Sold out
- 80
- 253 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Raymond James Financial Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 22,885,822 | $2.37B | 0.06% | −470,102−2.0% | Reduced |
| BlackRock Inc. | 17,196,715 | $1.78B | 0.05% | +772,492+4.7% | Added |
| Primecap Management Co | 12,701,532 | $1.32B | 1.10% | −135,025−1.1% | Reduced |
| Wellington Management Group LLP | 11,323,709 | $1.18B | 0.22% | +1,446,776+14.6% | Added |
| State Street Corp | 8,065,096 | $840.3M | 0.04% | +124,057+1.6% | Added |
| JPMorgan Chase & Co | 7,584,515 | $787.0M | 0.09% | +708,461+10.3% | Added |
| FMR LLC | 7,171,490 | $744.2M | 0.06% | −2,822,060−28.2% | Reduced |
| Geode Capital Management, LLC | 4,057,125 | $419.9M | 0.05% | +39,067+1.0% | Added |
| T. Rowe Price Investment Management, Inc. | 3,569,038 | $370.4M | 0.25% | +1,551,610+76.9% | Added |
| Invesco Ltd. | 2,293,612 | $238.0M | 0.06% | +47,863+2.1% | Added |
| Massachusetts Financial Services Co | 2,210,965 | $229.4M | 0.08% | −523,952−19.2% | Reduced |
| Brave Warrior Advisors, LLC | 2,164,307 | $224.6M | 5.93% | −12,203−0.6% | Reduced |
| Earnest Partners LLC | 2,066,361 | $214.4M | 1.20% | +179,187+9.5% | Added |
| Agf Management Ltd | 2,050,230 | $212.8M | 1.54% | +16,314+0.8% | Added |
| Northern Trust Corp | 2,031,359 | $210.8M | 0.04% | −78,387−3.7% | Reduced |
| Norges Bank | 1,946,782 | $202.0M | 0.04% | +93,148+5.0% | Added |
| Morgan Stanley | 1,874,124 | $194.5M | 0.02% | +8,500+0.5% | Added |
| Bank of America Corp | 1,700,070 | $176.4M | 0.02% | −217,113−11.3% | Reduced |
| Mercer Global Advisors Inc | 1,650,767 | $171.3M | 0.68% | −27,860−1.7% | Reduced |
| APG Asset Management N.V. | 1,635,857 | $155.6M | 0.31% | +57,385+3.6% | Added |
| Dimensional Fund Advisors LP | 1,434,163 | $148.8M | 0.05% | +117,155+8.9% | Added |
| Price T Rowe Associates Inc | 1,421,484 | $147.5M | 0.02% | +82,139+6.1% | Added |
| Legal & General Group Plc | 1,387,621 | $144.0M | 0.05% | −57,032−3.9% | Reduced |
| Thrivent Financial for Lutherans | 1,376,253 | $142.8M | 0.33% | +234,689+20.6% | Added |
| Bank of New York Mellon Corp | 1,353,539 | $140.5M | 0.03% | −57,996−4.1% | Reduced |
| Citadel Advisors LLC | 1,338,753 | $138.9M | 0.15% | +864,614+182.4% | Added |
| Harfst & Associates, Inc. | 1,128,123 | $117.1M | 31.16% | +13,258+1.2% | Added |
| Charles Schwab Investment Management Inc | 996,974 | $103.5M | 0.03% | −8,357−0.8% | Reduced |
| Goldman Sachs Group Inc | 990,959 | $102.8M | 0.03% | +23,777+2.5% | Added |
| Congress Asset Management Co | 979,293 | $101.6M | 0.88% | −10,783−1.1% | Reduced |
| UBS Asset Management Americas Inc | 908,434 | $84.7M | 0.04% | 00.0% | Unchanged |
| Amundi | 715,235 | $74.4M | 0.04% | +203,539+39.8% | Added |
| Ceredex Value Advisors LLC | 707,318 | $73.7M | 1.19% | +707,318 | New |
| Principal Financial Group Inc | 698,888 | $72.5M | 0.05% | −17,968−2.5% | Reduced |
| Nuveen Asset Management, LLC | 643,891 | $66.8M | 0.02% | −19,727−3.0% | Reduced |
| New York State Common Retirement Fund | 597,250 | $62.0M | 0.08% | +271,540+83.4% | Added |
| Palisade Capital Management LLC | 592,802 | $61.5M | 1.64% | +10,267+1.8% | Added |
| SEI Investments Co | 567,677 | $58.9M | 0.10% | +9,501+1.7% | Added |
| Premier Fund Managers Ltd | 526,000 | $54.5M | 2.17% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 524,640 | $54.4M | 0.04% | −38,698−6.9% | Reduced |
| Wells Fargo & Company | 490,058 | $50.9M | 0.01% | +16,818+3.6% | Added |
| Barclays PLC | 489,009 | $50.7M | 0.03% | +117,670+31.7% | Added |
| Fisher Asset Management, LLC | 478,447 | $49.6M | 0.03% | −11,429−2.3% | Reduced |
| Deutsche Bank AG | 461,545 | $47.9M | 0.03% | −1,585−0.3% | Reduced |
| Silvercrest Asset Management Group LLC | 454,903 | $47.2M | 0.34% | +248,091+120.0% | Added |
| Fiera Capital Corp | 411,945 | $42.7M | 0.12% | +396,969+2,650.7% | Added |
| Marshall Wace, LLP | 402,830 | $41.8M | 0.09% | +402,830 | New |
| Rhumbline Advisers | 397,409 | $41.2M | 0.05% | +2,138+0.5% | Added |
| California Public Employees Retirement System | 373,231 | $38.7M | 0.03% | −28,006−7.0% | Reduced |
| Alliancebernstein L.P. | 373,218 | $38.7M | 0.02% | +11,753+3.3% | Added |
| Putnam Investments LLC | 369,804 | $38.4M | 0.06% | +6,858+1.9% | Added |
| Royal Bank of Canada | 356,415 | $37.0M | 0.01% | −26,861−7.0% | Reduced |
| Envestnet Asset Management Inc | 355,232 | $36.9M | 0.02% | −51,051−12.6% | Reduced |
| HSBC Holdings PLC | 350,778 | $36.4M | 0.04% | −45,687−11.5% | Reduced |
| California State Teachers Retirement System | 324,153 | $33.6M | 0.05% | +2,995+0.9% | Added |
| TD Asset Management Inc | 322,291 | $33.4M | 0.04% | +99,682+44.8% | Added |
| Credit Suisse AG | 310,229 | $32.2M | 0.03% | −13,341−4.1% | Reduced |
| Raymond James & Associates | 303,784 | $31.5M | 0.03% | −1,694−0.6% | Reduced |
| Ameriprise Financial Inc | 302,540 | $31.4M | 0.01% | +14,128+4.9% | Added |
| Davis Asset Management, L.P. | 300,000 | $31.1M | 1.86% | 00.0% | Unchanged |
| National Pension Service | 298,553 | $30.9M | 0.05% | +7,247+2.5% | Added |
| Iat Reinsurance Co Ltd. | 298,125 | $30.9M | 5.98% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 285,660 | $29.6M | 2.06% | +1,835+0.6% | Added |
| Macquarie Group Ltd | 281,662 | $29.2M | 0.03% | −103,832−26.9% | Reduced |
| Rockefeller Capital Management L.P. | 268,117 | $27.8M | 0.11% | −23,275−8.0% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 267,692 | $27.8M | 1.21% | +9,144+3.5% | Added |
| UBS Group AG | 262,870 | $27.3M | 0.01% | +1,935+0.7% | Added |
| Glenmede Trust Co NA | 289,684 | $27.0M | 0.15% | 00.0% | Unchanged |
| Citigroup Inc | 254,235 | $26.4M | 0.03% | +146,950+137.0% | Added |
| FIL Ltd | 248,187 | $25.8M | 0.03% | −39,993−13.9% | Reduced |
| Pinnacle Associates Ltd | 240,905 | $25.0M | 0.43% | −10,088−4.0% | Reduced |
| Schroder Investment Management Group | 230,850 | $24.0M | 0.03% | −41,307−15.2% | Reduced |
| New York State Teachers Retirement System | 226,027 | $23.5M | 0.05% | −2,742−1.2% | Reduced |
| State Board of Administration of Florida Retirement System | 222,693 | $23.1M | 0.05% | −2,638−1.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 214,744 | $22.3M | 0.04% | −20,544−8.7% | Reduced |
| Natixis Advisors, L.P. | 204,574 | $21.2M | 0.07% | +53,020+35.0% | Added |
| BNP Paribas Arbitrage, SA | 201,280 | $20.9M | 0.04% | +105,749+110.7% | Added |
| Nicholas Company, Inc. | 198,274 | $20.6M | 0.39% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 196,857 | $20.4M | 0.04% | −63,958−24.5% | Reduced |
| Bank of Montreal | 192,894 | $20.1M | 0.01% | −2,184−1.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 190,050 | $19.7M | 0.04% | −4,000−2.1% | Reduced |
| Prudential Financial Inc | 175,052 | $18.2M | 0.03% | −22,366−11.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 162,244 | $16.8M | 0.04% | +13,140+8.8% | Added |
| Great West Life Assurance Co | 157,738 | $16.4M | 0.04% | −17,253−9.9% | Reduced |
| State of Alaska, Department of Revenue | 156,360 | $16.2M | 0.19% | −12,903−7.6% | Reduced |
| Philo Smith Capital Corp | 151,500 | $15.7M | 5.40% | 00.0% | Unchanged |
| AXA S.A. | 143,069 | $14.8M | 0.05% | −8,294−5.5% | Reduced |
| Geneva Capital Management LLC | 137,155 | $14.2M | 0.28% | −8,596−5.9% | Reduced |
| American Century Companies Inc | 131,766 | $13.7M | 0.01% | −56,501−30.0% | Reduced |
| Manufacturers Life Insurance Company, The | 131,640 | $13.7M | 0.01% | −4,718−3.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 128,550 | $13.3M | 0.03% | +3,920+3.1% | Added |
| PB Investment Partners, L.P. | 125,938 | $13.1M | 11.18% | −27,332−17.8% | Reduced |
| Capital Wealth Planning, LLC | 123,623 | $12.8M | 0.16% | 00.0% | Unchanged |
| AQR Capital Management LLC | 118,854 | $12.3M | 0.03% | +41,632+53.9% | Added |
| Congress Wealth Management LLC | 118,513 | $12.3M | 0.29% | −693−0.6% | Reduced |
| State of New Jersey Common Pension Fund D | 115,189 | $12.0M | 0.04% | +2,351+2.1% | Added |
| State of Wisconsin Investment Board | 113,137 | $11.7M | 0.03% | −4,981−4.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 112,192 | $11.6M | 0.02% | −5,637−4.8% | Reduced |
| Jane Street Group, LLC | 111,497 | $11.6M | 0.02% | +99,597+836.9% | Added |
| Nordea Investment Management AB | 110,690 | $11.5M | 0.02% | −67,755−38.0% | Reduced |