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 |
|---|---|---|---|---|---|
| Resources Management Corp | 472 | $49.0K | 0.01% | +410+661.3% | Added |
| Achmea Investment Management B.V. | 480 | $50.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 485 | $50.3K | 0.01% | +15+3.2% | Added |
| State of Wyoming | 487 | $50.5K | 0.01% | +124+34.2% | Added |
| Umb Bank N A | 491 | $51.0K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $51.9K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 522 | $54.0K | 0.01% | +500+2,272.7% | Added |
| Ci Investments Inc. | 544 | $56.0K | 0.00% | +30+5.8% | Added |
| Simplex Trading, LLC | 548 | $56.0K | 0.00% | +548 | New |
| Moisand Fitzgerald Tamayo, LLC | 606 | $62.9K | 0.01% | −11−1.8% | Reduced |
| Whittier Trust Co | 621 | $64.4K | 0.00% | −96−13.4% | Reduced |
| Ronald Blue Trust, Inc. | 690 | $65.0K | 0.00% | −3,725−84.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 645 | $66.9K | 0.00% | +645 | New |
| Benjamin F. Edwards & Company, Inc. | 649 | $67.0K | 0.00% | +1+0.2% | Added |
| Delta Asset Management LLC | 675 | $70.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 717 | $74.4K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 752 | $78.0K | 0.00% | +752 | New |
| DT Investment Partners, LLC | 719 | $78.7K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 830 | $86.2K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 846 | $87.8K | 0.01% | −292−25.7% | Reduced |
| Lindbrook Capital, LLC | 850 | $88.2K | 0.01% | +87+11.4% | Added |
| Caldwell Trust Co | 869 | $90.2K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 946 | $98.2K | 0.01% | +90+10.5% | Added |
| Caisse de Depot Et Placement du Quebec | 1,024 | $106.3K | 0.00% | −38,500−97.4% | Reduced |
| Coastal Capital Group, Inc. | 1,127 | $116.9K | 0.03% | +2+0.2% | Added |
| TD Capital Management LLC | 1,151 | $119.4K | 0.01% | +379+49.1% | Added |
| PSI Advisors, LLC | 1,157 | $120.1K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,214 | $125.9K | 0.01% | −14−1.1% | Reduced |
| Sentry Investment Management LLC | 1,274 | $132.0K | 0.05% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,336 | $138.0K | 0.00% | −235−15.0% | Reduced |
| Eagle Bay Advisors LLC | 1,397 | $145.0K | 0.08% | −207−12.9% | Reduced |
| Endurance Wealth Management, Inc. | 1,400 | $145.0K | 0.02% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,400 | $145.3K | 0.00% | +1,400 | New |
| Deane Retirement Strategies, Inc. | 1,507 | $156.4K | 0.09% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,516 | $157.4K | 0.01% | +640+73.1% | Added |
| V-Square Quantitative Management LLC | 1,522 | $157.9K | 0.12% | +1,522 | New |
| Central Trust Co | 1,688 | $175.2K | 0.00% | −135−7.4% | Reduced |
| First Horizon Advisors, Inc. | 1,708 | $177.2K | 0.01% | +73+4.5% | Added |
| HM Payson & Co | 1,800 | $186.8K | 0.00% | +177+10.9% | Added |
| Desjardins Global Asset Management Inc. | 1,830 | $189.8K | 0.02% | +546+42.5% | Added |
| Natixis Investment Managers International | 1,852 | $192.2K | 0.01% | −470−20.2% | Reduced |
| PFG Private Wealth Management, LLC | 1,866 | $193.6K | 0.11% | +695+59.4% | Added |
| Boston Private Wealth LLC | 1,938 | $201.1K | 0.00% | −209−9.7% | Reduced |
| Synovus Financial Corp | 1,939 | $201.2K | 0.00% | +1,939 | New |
| Drive Wealth Management, LLC | 1,957 | $203.9K | 0.08% | +1,957 | New |
| Personal Cfo Solutions, LLC | 1,990 | $206.5K | 0.04% | +1,990 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,991 | $207.0K | 0.01% | +1,991 | New |
| Arthur M. Cohen & Associates, LLC | 2,000 | $207.5K | 0.05% | +2,000 | New |
| Johnson Investment Counsel Inc | 2,032 | $210.9K | 0.00% | −3,259−61.6% | Reduced |
| Financial Insights, Inc. | 2,061 | $213.9K | 0.08% | +2,061 | New |
| Vident Investment Advisory, LLC | 2,067 | $214.5K | 0.01% | +2,067 | New |
| Coldstream Capital Management Inc | 2,079 | $215.7K | 0.01% | −109−5.0% | Reduced |
| Rehmann Capital Advisory Group | 2,080 | $215.9K | 0.02% | +2,080 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,114 | $219.4K | 0.04% | −115−5.2% | Reduced |
| Schechter Investment Advisors, LLC | 2,168 | $225.0K | 0.02% | −22−1.0% | Reduced |
| Cadent Capital Advisors, LLC | 2,175 | $225.7K | 0.14% | +2,175 | New |
| Arbor Investment Advisors, LLC | 2,181 | $226.3K | 0.04% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,210 | $228.0K | 0.00% | +1,184+115.4% | Added |
| Park Place Capital Corp | 2,213 | $229.6K | 0.06% | −77−3.4% | Reduced |
| Principle Wealth Partners LLC | 2,225 | $230.9K | 0.02% | 00.0% | Unchanged |
| Horizon Family Wealth, Inc. | 2,231 | $231.5K | 0.22% | +10+0.5% | Added |
| Leuthold Group, LLC | 2,245 | $233.0K | 0.03% | 00.0% | Unchanged |
| Corundum Group, Inc. | 2,250 | $233.5K | 0.12% | +2,250 | New |
| Trust Asset Management LLC | 2,261 | $234.6K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,270 | $235.6K | 0.11% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 2,281 | $237.0K | 0.01% | −587−20.5% | Reduced |
| Integrated Wealth Concepts LLC | 2,292 | $237.8K | 0.00% | +2,292 | New |
| Private Advisor Group, LLC | 2,179 | $238.8K | 0.00% | +2,179 | New |
| Veriti Management LLC | 2,310 | $239.7K | 0.03% | −426−15.6% | Reduced |
| Canandaigua National Bank & Trust Co | 2,311 | $239.8K | 0.04% | −57−2.4% | Reduced |
| Wetherby Asset Management Inc | 2,317 | $240.4K | 0.01% | −483−17.3% | Reduced |
| Profund Advisors LLC | 2,320 | $240.7K | 0.01% | −80−3.3% | Reduced |
| Royce & Associates LP | 2,320 | $240.7K | 0.00% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,320 | $241.0K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 2,330 | $242.8K | 0.02% | −460−16.5% | Reduced |
| Shelton Capital Management | 2,353 | $244.2K | 0.01% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 2,363 | $245.2K | 0.02% | −75−3.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 2,374 | $246.0K | 0.01% | −3,278−58.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,374 | $247.1K | 0.02% | +55+2.4% | Added |
| Ameritas Investment Partners, Inc. | 2,384 | $247.4K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2,394 | $248.4K | 0.01% | −1,661−41.0% | Reduced |
| Banque Cantonale Vaudoise | 2,400 | $249.0K | 0.01% | −3,400−58.6% | Reduced |
| Darwin Advisors, LLC | 2,389 | $251.2K | 0.06% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,436 | $252.8K | 0.09% | +2,436 | New |
| Salem Investment Counselors Inc | 2,458 | $256.1K | 0.01% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 2,484 | $257.8K | 0.05% | +134+5.7% | Added |
| RBA Wealth Management, LLC | 2,484 | $257.8K | 0.12% | −15−0.6% | Reduced |
| Alliance Wealth Advisors, LLC | 2,491 | $258.5K | 0.10% | −61−2.4% | Reduced |
| Blue Chip Partners, Inc. | 2,494 | $258.9K | 0.03% | +11+0.4% | Added |
| South Dakota Investment Council | 2,500 | $259.0K | 0.01% | +800+47.1% | Added |
| Vantage Consulting Group Inc | 2,559 | $265.5K | 0.15% | −128−4.8% | Reduced |
| Syntax Advisors, LLC | 2,559 | $265.5K | 0.21% | −128−4.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,572 | $266.9K | 0.01% | −132−4.9% | Reduced |
| Phillips Wealth Planners LLC | 2,611 | $271.0K | 0.36% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,614 | $271.3K | 0.02% | +34+1.3% | Added |
| Sawtooth Solutions, LLC | 2,622 | $272.0K | 0.01% | −43−1.6% | Reduced |
| Voloridge Investment Management, LLC | 2,630 | $272.9K | 0.00% | −5,798−68.8% | Reduced |
| McMahon Financial Advisors, LLC | 2,632 | $273.1K | 0.09% | +2,632 | New |
| Samalin Investment Counsel, LLC | 2,641 | $274.1K | 0.15% | +2,641 | New |
| Horizon Investments, LLC | 2,658 | $275.8K | 0.01% | +169+6.8% | Added |