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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.

Institutional holdersQ2 2023: 644 institutions
Q1 2021: 552 institutionsQ2 2021: 565 institutionsQ3 2021: 583 institutionsQ4 2021: 638 institutionsQ1 2022: 664 institutionsQ2 2022: 657 institutionsQ3 2022: 666 institutionsQ4 2022: 701 institutionsQ1 2023: 664 institutionsQ2 2023: 644 institutionsQ3 2023: 658 institutionsQ4 2023: 720 institutionsQ1 2024: 729 institutionsQ2 2024: 751 institutionsQ3 2024: 768 institutionsQ4 2024: 840 institutionsQ1 2025: 858 institutionsQ2 2025: 857 institutionsQ3 2025: 894 institutionsQ4 2025: 936 institutionsQ1 2026: 925 institutionsQ2 2026: 904 institutions
Value heldQ2 2023: $16.5B
Q1 2021: $12.3BQ2 2021: $13.2BQ3 2021: $14.0BQ4 2021: $15.5BQ1 2022: $17.3BQ2 2022: $14.3BQ3 2022: $16.1BQ4 2022: $17.5BQ1 2023: $14.8BQ2 2023: $16.5BQ3 2023: $15.7BQ4 2023: $17.4BQ1 2024: $19.9BQ2 2024: $18.9BQ3 2024: $19.1BQ4 2024: $23.9BQ1 2025: $21.8BQ2 2025: $23.8BQ3 2025: $26.0BQ4 2025: $24.6BQ1 2026: $22.0BQ2 2026: $23.1B
Institutions holding RJF and their total value by quarter
QuarterHoldersValue
Q2 2026904$23.1B
Q1 2026925$22.0B
Q4 2025936$24.6B
Q3 2025894$26.0B
Q2 2025857$23.8B
Q1 2025858$21.8B
Q4 2024840$23.9B
Q3 2024768$19.1B
Q2 2024751$18.9B
Q1 2024729$19.9B
Q4 2023720$17.4B
Q3 2023658$15.7B
Q2 2023644$16.5B
Q1 2023664$14.8B
Q4 2022701$17.5B
Q3 2022666$16.1B
Q2 2022657$14.3B
Q1 2022664$17.3B
Q4 2021638$15.5B
Q3 2021583$14.0B
Q2 2021565$13.2B
Q1 2021552$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.

Institutions holding RJF in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Management Professionals, Inc.2$00.00%−29−93.5%Reduced
Avion Wealth5$00.00%−2−28.6%Reduced
Comerica Bank367,148$20.00%+367,148New
Impact Partnership Wealth, LLC1$1040.00%+1New
Colonial Trust Advisors2$2080.00%00.0%Unchanged
Rosenberg Matthew Hamilton3$3110.00%00.0%Unchanged
Venturi Wealth Management, LLC3$3120.00%+3New
Tfo-TDC, LLC5$5190.00%00.0%Unchanged
Gradient Investments LLC5$5190.00%+5New
West Paces Advisors Inc.6$6230.00%00.0%Unchanged
25 LLC6$6360.00%+6New
Sunbelt Securities, Inc.7$7300.00%00.0%Unchanged
Harbour Investments, Inc.8$8300.00%−83−91.2%Reduced
Safeguard Financial, LLC9$1.00K0.00%+9New
Bank of New Hampshire10$1.04K0.00%+10New
Glass Jacobson Investment Advisors llc10$1.04K0.00%+10New
Larson Financial Group LLC10$1.05K0.00%00.0%Unchanged
Fuller & Thaler Asset Management, Inc.11$1.14K0.00%00.0%Unchanged
TFC Financial Management12$1.25K0.00%−3−20.0%Reduced
USA Financial Portformulas Corp13$1.35K0.00%00.0%Unchanged
Spire Wealth Management13$1.36K0.00%−847−98.5%Reduced
JJJ Advisors Inc.14$1.45K0.00%00.0%Unchanged
SJS Investment Consulting Inc.15$1.56K0.00%+7+87.5%Added
Nalls Sherbakoff Group, LLC18$1.63K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd16$1.66K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.18$1.87K0.00%−256−93.4%Reduced
Manchester Capital Management LLC19$1.97K0.00%−7−26.9%Reduced
Lee Financial Co19$1.98K0.00%+19New
Geneos Wealth Management Inc.21$2.18K0.00%00.0%Unchanged
Versant Capital Management, Inc22$2.28K0.00%+19+633.3%Added
Kayne Anderson Rudnick Investment Management LLC24$2.49K0.00%+24New
AdvisorNet Financial, Inc25$2.59K0.00%−91−78.4%Reduced
Disciplined Investments, LLC26$2.70K0.00%+2+8.3%Added
Abound Wealth Management28$2.91K0.00%00.0%Unchanged
Raffa Wealth Management, LLC30$3.11K0.00%00.0%Unchanged
Federated Hermes, Inc.32$3.32K0.00%−67,141−100.0%Reduced
McIlrath & Eck, LLC33$3.38K0.00%+1+3.1%Added
Key Financial Inc37$3.84K0.00%+37New
Centerpoint Advisors, LLC38$4.00K0.00%00.0%Unchanged
KB Financial Partners, LLC36$4.00K0.00%00.0%Unchanged
SkyView Investment Advisors, LLC38$4.00K0.00%+19+100.0%Added
Colonial Trust Co41$4.25K0.00%+12+41.4%Added
SOA Wealth Advisors, LLC.41$4.26K0.00%00.0%Unchanged
Sofos Investments, Inc.104$4.44K0.02%+104New
Concord Wealth Partners45$4.67K0.00%00.0%Unchanged
Copeland Capital Management, LLC49$5.08K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.52$5.40K0.00%+52New
Quent Capital, LLC55$5.71K0.00%00.0%Unchanged
Bokf, NA61$6.33K0.00%−26,399−99.8%Reduced
Creative Financial Designs Inc66$6.85K0.00%+27+69.2%Added
Foster Dykema Cabot & Co Inc67$7.00K0.00%+67New
Global Wealth Management Investment Advisory, Inc.75$7.78K0.00%+75New
Private Trust Co NA86$8.92K0.00%−103−54.5%Reduced
Baker Avenue Asset Management, LP86$8.92K0.00%−20−18.9%Reduced
GW&K Investment Management, LLC85$9.00K0.00%+82+2,733.3%Added
MV Capital Management, Inc.88$9.13K0.00%−59−40.1%Reduced
Whittier Trust Co of Nevada Inc96$9.96K0.00%+96New
Bollard Group LLC94$10.0K0.00%+94New
Hexagon Capital Partners LLC99$10.3K0.00%+3+3.1%Added
Glen Eagle Advisors, LLC110$11.4K0.00%00.0%Unchanged
Cornerstone Planning Group LLC111$11.5K0.00%+111New
Prestige Wealth Management Group LLC111$11.6K0.00%00.0%Unchanged
Smithfield Trust Co120$12.0K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc121$12.6K0.00%00.0%Unchanged
Tradition Wealth Management, LLC130$13.0K0.00%+130New
New Millennium Group LLC132$13.7K0.01%−112−45.9%Reduced
Covestor Ltd134$14.0K0.01%−437−76.5%Reduced
Brown Brothers Harriman & Co136$14.1K0.00%+122+871.4%Added
Glassman Wealth Services141$14.6K0.00%−66−31.9%Reduced
Bell Investment Advisors, Inc142$14.7K0.00%+22+18.3%Added
Princeton Global Asset Management LLC145$15.0K0.00%00.0%Unchanged
First Community Trust NA163$16.9K0.02%00.0%Unchanged
PCA Investment Advisory Services Inc.166$17.2K0.01%+166New
CarsonAllaria Wealth Management, Ltd.170$17.7K0.01%00.0%Unchanged
Valley National Advisers Inc177$19.0K0.00%+5+2.9%Added
Stephenson National Bank & Trust207$21.5K0.01%00.0%Unchanged
Headlands Technologies LLC216$22.4K0.01%+216New
Zions Bancorporation, N.A.220$22.8K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.228$23.7K0.00%−19−7.7%Reduced
Livforsakringsbolaget Skandia, Omsesidigt232$24.1K0.00%00.0%Unchanged
Tilia Fiduciary Partners, Inc.235$24.4K0.02%00.0%Unchanged
Riggs Asset Managment Co. Inc.250$25.9K0.01%00.0%Unchanged
Bray Capital Advisors250$25.9K0.01%00.0%Unchanged
Clear Street Markets LLC250$26.0K0.01%−132−34.6%Reduced
Deseret Mutual Benefit Administrators258$26.8K0.01%00.0%Unchanged
Massmutual Trust Co FSB263$27.3K0.00%+8+3.1%Added
Westpac Banking Corp296$30.7K0.00%−70,012−99.6%Reduced
Operose Advisors LLC300$31.1K0.01%00.0%Unchanged
Old Point Trust & Financial Services N A300$31.1K0.01%+300New
FinTrust Capital Advisors, LLC292$31.2K0.01%00.0%Unchanged
Addison Advisors LLC313$32.5K0.02%+37+13.4%Added
RFP Financial Group LLC323$33.5K0.01%+199+160.5%Added
Front Row Advisors LLC337$35.0K0.02%−6−1.7%Reduced
Laurel Wealth Advisors LLC361$37.5K0.01%+1+0.3%Added
Trust Co379$39.3K0.01%00.0%Unchanged
Allworth Financial LP383$39.7K0.00%−152−28.4%Reduced
CVA Family Office, LLC397$41.2K0.01%−55−12.2%Reduced
JFS Wealth Advisors, LLC405$42.1K0.00%+16+4.1%Added
Parkside Financial Bank & Trust418$43.4K0.01%−80−16.1%Reduced
Pinnacle Financial Partners Inc442$45.9K0.00%00.0%Unchanged