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 |
|---|---|---|---|---|---|
| Industrial Alliance Investment Management Inc. | 2,680 | $278.0K | 0.15% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 2,694 | $279.5K | 0.01% | +33+1.2% | Added |
| MTM Investment Management, LLC | 2,700 | $280.2K | 0.14% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 2,702 | $281.5K | 0.00% | −316−10.5% | Reduced |
| Calton & Associates, Inc. | 2,715 | $281.7K | 0.13% | 00.0% | Unchanged |
| Pitcairn Co | 2,727 | $283.0K | 0.02% | −60−2.2% | Reduced |
| Evercore Wealth Management, LLC | 2,728 | $283.1K | 0.01% | 00.0% | Unchanged |
| Novare Capital Management LLC | 2,730 | $283.3K | 0.03% | −200−6.8% | Reduced |
| Collective Family Office LLC | 2,734 | $283.7K | 0.11% | −700−20.4% | Reduced |
| Moseley Investment Management Inc | 2,741 | $284.4K | 0.17% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 2,745 | $284.8K | 0.04% | −833−23.3% | Reduced |
| DoubleLine ETF Adviser LP | 2,758 | $286.2K | 0.11% | +320+13.1% | Added |
| Ergoteles LLC | 2,767 | $287.1K | 0.01% | +2,767 | New |
| Flagship Harbor Advisors, LLC | 2,859 | $296.6K | 0.02% | +10.0% | Added |
| Ieq Capital, LLC | 2,893 | $300.3K | 0.01% | −918−24.1% | Reduced |
| Ostrum Asset Management | 2,900 | $300.9K | 0.03% | +2+0.1% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,925 | $303.5K | 0.05% | 00.0% | Unchanged |
| Dakota Wealth Management | 2,943 | $305.4K | 0.01% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 2,963 | $307.5K | 0.00% | +805+37.3% | Added |
| Quad-Cities Investment Group, LLC | 2,965 | $307.7K | 0.20% | −188−6.0% | Reduced |
| Malaga Cove Capital, LLC | 2,989 | $310.2K | 0.14% | 00.0% | Unchanged |
| Clarus Group, Inc. | 3,077 | $319.3K | 0.23% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 3,084 | $320.0K | 0.00% | −96−3.0% | Reduced |
| Avantax Advisory Services, Inc. | 3,088 | $320.5K | 0.00% | −106−3.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,208 | $332.9K | 0.00% | +275+9.4% | Added |
| Great Lakes Retirement, Inc. | 3,362 | $348.9K | 0.06% | +3,362 | New |
| Greenleaf Trust | 3,565 | $369.9K | 0.00% | −249−6.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,590 | $372.6K | 0.00% | +77+2.2% | Added |
| Huntington National Bank | 3,599 | $373.5K | 0.00% | −29−0.8% | Reduced |
| Symmetry Partners, LLC | 3,604 | $374.0K | 0.02% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 3,631 | $376.8K | 0.13% | +1,094+43.1% | Added |
| Navellier & Associates Inc | 3,641 | $377.8K | 0.07% | +590+19.3% | Added |
| Fulton Bank, N.A. | 3,642 | $377.9K | 0.02% | +646+21.6% | Added |
| Portside Wealth Group, LLC | 3,689 | $382.8K | 0.07% | +3,689 | New |
| Triasima Portfolio Management inc. | 2,815 | $386.8K | 0.02% | −380−11.9% | Reduced |
| Great Valley Advisor Group, Inc. | 3,737 | $387.8K | 0.02% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,743 | $388.4K | 0.04% | −95−2.5% | Reduced |
| IFP Advisors, Inc | 3,970 | $388.9K | 0.02% | +1,928+94.4% | Added |
| Pathstone Family Office, LLC | 3,608 | $391.2K | 0.01% | −52−1.4% | Reduced |
| Visionary Wealth Advisors | 3,779 | $392.1K | 0.03% | −76−2.0% | Reduced |
| Assenagon Asset Management S.A. | 3,800 | $394.3K | 0.00% | −203−5.1% | Reduced |
| Alberta Investment Management Corp | 3,800 | $394.3K | 0.00% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 3,817 | $396.1K | 0.27% | +3,817 | New |
| Jackson Creek Investment Advisors LLC | 3,831 | $398.0K | 0.16% | −718−15.8% | Reduced |
| Harbor Investment Advisory, LLC | 3,876 | $402.2K | 0.06% | +3+0.1% | Added |
| Toroso Investments, LLC | 3,884 | $403.0K | 0.01% | +348+9.8% | Added |
| Baker Tilly Wealth Management, LLC | 3,896 | $404.3K | 0.04% | −3−0.1% | Reduced |
| Cetera Investment Advisers | 3,959 | $410.8K | 0.00% | −3,975−50.1% | Reduced |
| Shulman DeMeo Asset Management LLC | 3,965 | $411.4K | 0.12% | +33+0.8% | Added |
| NJ State Employees Deferred Compensation Plan | 4,000 | $415.1K | 0.06% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 4,027 | $417.9K | 0.15% | −500−11.0% | Reduced |
| Agate Pass Investment Management, LLC | 4,154 | $431.1K | 0.26% | −175−4.0% | Reduced |
| Laffer Tengler Investments | 4,205 | $436.4K | 0.12% | +14+0.3% | Added |
| Ossiam | 4,214 | $437.3K | 0.01% | −11,973−74.0% | Reduced |
| Global Financial Private Client, LLC | 4,282 | $445.2K | 0.22% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 4,531 | $470.2K | 0.03% | +585+14.8% | Added |
| Baird Financial Group, Inc. | 4,537 | $470.8K | 0.00% | −461−9.2% | Reduced |
| Vestcor Inc | 4,568 | $474.0K | 0.02% | −40−0.9% | Reduced |
| Waterloo Capital, L.P. | 4,577 | $475.0K | 0.14% | +550+13.7% | Added |
| Blueshift Asset Management, LLC | 4,612 | $478.6K | 0.18% | −982−17.6% | Reduced |
| Intrust Bank NA | 4,651 | $482.6K | 0.06% | −464−9.1% | Reduced |
| Man Group plc | 4,717 | $489.5K | 0.00% | – | – |
| Principal Street Partners, LLC | 4,775 | $495.6K | 0.12% | +578+13.8% | Added |
| Harrell Investment Partners, LLC | 4,793 | $497.4K | 0.17% | −3,100−39.3% | Reduced |
| DFPG Investments, LLC | 4,581 | $502.0K | 0.05% | +263+6.1% | Added |
| Kestra Private Wealth Services, LLC | 4,876 | $506.0K | 0.02% | +830+20.5% | Added |
| Swedbank AB | 4,904 | $508.9K | 0.00% | 00.0% | Unchanged |
| Dock Street Asset Management Inc | 4,979 | $516.7K | 0.09% | 00.0% | Unchanged |
| Stephens Inc | 4,990 | $517.8K | 0.01% | +71+1.4% | Added |
| Williams Jones Wealth Management, LLC. | 5,000 | $518.9K | 0.01% | −436−8.0% | Reduced |
| ExodusPoint Capital Management, LP | 5,037 | $523.0K | 0.01% | +5,037 | New |
| Forum Financial Management, LP | 5,060 | $525.1K | 0.01% | +10+0.2% | Added |
| Covenant Partners, LLC | 5,093 | $528.5K | 0.19% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 5,154 | $534.8K | 0.06% | +319+6.6% | Added |
| Tranquility Partners, LLC | 5,314 | $551.4K | 0.24% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 5,328 | $552.9K | 0.01% | −80−1.5% | Reduced |
| Threadgill Financial, LLC | 5,789 | $562.6K | 0.64% | −3−0.1% | Reduced |
| Bill Few Associates, Inc. | 5,445 | $565.0K | 0.29% | 00.0% | Unchanged |
| Shell Asset Management Co | 5,588 | $580.0K | 0.02% | −12,530−69.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,615 | $582.7K | 0.01% | +411+7.9% | Added |
| Empirical Finance, LLC | 5,669 | $588.3K | 0.05% | +656+13.1% | Added |
| Systematic Alpha Investments, LLC | 5,700 | $591.5K | 0.03% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 5,773 | $599.1K | 0.01% | −1,024−15.1% | Reduced |
| Advisor Partners II, LLC | 5,932 | $615.6K | 0.03% | +633+11.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,941 | $616.5K | 0.01% | +30+0.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,975 | $620.0K | 0.00% | +840+16.4% | Added |
| Metis Global Partners, LLC | 6,001 | $622.7K | 0.03% | +66+1.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,016 | $624.3K | 0.02% | −76−1.2% | Reduced |
| Wealthspire Advisors, LLC | 6,021 | $624.8K | 0.01% | +340+6.0% | Added |
| Intech Investment Management LLC | 6,080 | $630.9K | 0.01% | −28,579−82.5% | Reduced |
| Signature Wealth Management Group | 6,124 | $635.5K | 0.30% | +219+3.7% | Added |
| Staley Capital Advisers Inc | 6,250 | $648.6K | 0.03% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 6,308 | $654.6K | 0.07% | −137−2.1% | Reduced |
| HBK Sorce Advisory LLC | 6,352 | $659.2K | 0.03% | −417−6.2% | Reduced |
| Cavalier Investments, LLC | 6,369 | $660.9K | 0.24% | +385+6.4% | Added |
| Yorktown Management & Research Co Inc | 6,450 | $669.3K | 0.72% | 00.0% | Unchanged |
| Lido Advisors, LLC | 6,487 | $673.2K | 0.01% | +22+0.3% | Added |
| NorthCrest Asset Manangement, LLC | 6,510 | $675.6K | 0.03% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 6,633 | $688.3K | 0.00% | −2,352−26.2% | Reduced |
| Kestra Advisory Services, LLC | 6,652 | $690.3K | 0.01% | +2,327+53.8% | Added |