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 |
|---|---|---|---|---|---|
| Texas Yale Capital Corp. | 6,750 | $700.4K | 0.03% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 6,846 | $710.0K | 0.05% | −50−0.7% | Reduced |
| TD Private Client Wealth LLC | 6,911 | $717.2K | 0.03% | +1,296+23.1% | Added |
| Signaturefd, LLC | 7,050 | $731.6K | 0.02% | −659−8.5% | Reduced |
| Squarepoint Ops LLC | 7,309 | $758.5K | 0.00% | −26,066−78.1% | Reduced |
| Saturna Capital CORP | 7,352 | $762.9K | 0.01% | 00.0% | Unchanged |
| Aviva PLC | 7,379 | $765.7K | 0.00% | −125,974−94.5% | Reduced |
| United Capital Financial Advisers, LLC | 7,391 | $767.0K | 0.00% | +181+2.5% | Added |
| Balyasny Asset Management LLC | 7,499 | $778.2K | 0.00% | −26,719−78.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 7,586 | $787.2K | 0.01% | +906+13.6% | Added |
| Apollon Wealth Management, LLC | 7,703 | $799.4K | 0.04% | +1,616+26.5% | Added |
| Snowden Capital Advisors LLC | 7,818 | $811.3K | 0.03% | +4,723+152.6% | Added |
| Capital Investment Advisors, LLC | 7,900 | $819.8K | 0.02% | −136−1.7% | Reduced |
| Resources Investment Advisors, LLC. | 7,907 | $820.5K | 0.02% | +53+0.7% | Added |
| National Asset Management, Inc. | 8,061 | $839.8K | 0.02% | −161−2.0% | Reduced |
| Centiva Capital, LP | 8,095 | $840.0K | 0.04% | +1,835+29.3% | Added |
| Tower Research Capital LLC (TRC) | 8,098 | $840.3K | 0.03% | −278−3.3% | Reduced |
| Bradley Foster & Sargent Inc | 8,165 | $847.3K | 0.02% | −150−1.8% | Reduced |
| Trust Co of Toledo NA | 8,220 | $853.0K | 0.14% | −235−2.8% | Reduced |
| Metropolitan Life Insurance Co | 8,310 | $862.3K | 0.04% | −358−4.1% | Reduced |
| Cresset Asset Management, LLC | 8,384 | $873.4K | 0.01% | +8,384 | New |
| Consolidated Planning Corp | 8,636 | $896.2K | 0.19% | +22+0.3% | Added |
| Quantinno Capital Management LP | 8,693 | $902.0K | 0.05% | +1,562+21.9% | Added |
| We Are One Seven, LLC | 8,741 | $907.1K | 0.08% | −380−4.2% | Reduced |
| SG Americas Securities, LLC | 8,812 | $914.0K | 0.01% | +8,812 | New |
| Chiron Capital Management, LLC | 8,850 | $918.4K | 0.73% | 00.0% | Unchanged |
| Financial Counselors Inc | 8,966 | $930.0K | 0.02% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 9,097 | $944.0K | 0.01% | −1,043−10.3% | Reduced |
| RMB Capital Management, LLC | 9,108 | $945.1K | 0.03% | +8+0.1% | Added |
| Gryphon Financial Partners LLC | 9,137 | $948.1K | 0.21% | −59−0.6% | Reduced |
| Moody National Bank Trust Division | 9,149 | $949.4K | 0.07% | +582+6.8% | Added |
| Panagora Asset Management Inc | 9,375 | $972.8K | 0.01% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 9,375 | $973.0K | 0.04% | +400+4.5% | Added |
| West Michigan Advisors, LLC | 9,550 | $991.0K | 0.40% | +757+8.6% | Added |
| Ethic Inc. | 9,597 | $995.8K | 0.04% | −1,544−13.9% | Reduced |
| Montag & Caldwell, LLC | 9,718 | $1.01M | 0.12% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 9,782 | $1.02M | 0.09% | +1,359+16.1% | Added |
| Schneider Downs Wealth Management Advisors, LP | 9,785 | $1.02M | 0.23% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 10,116 | $1.05M | 0.00% | −95,974−90.5% | Reduced |
| Keybank National Association | 10,242 | $1.06M | 0.00% | +4,008+64.3% | Added |
| Jefferies Financial Group Inc. | 10,244 | $1.06M | 0.02% | +10,244 | New |
| Oarsman Capital, Inc. | 10,270 | $1.07M | 0.47% | +2,588+33.7% | Added |
| One + One Wealth Management, LLC | 10,498 | $1.09M | 0.70% | −1,364−11.5% | Reduced |
| Waratah Capital Advisors Ltd. | 10,847 | $1.13M | 0.06% | +10,847 | New |
| Veritable, L.P. | 10,872 | $1.13M | 0.02% | −48−0.4% | Reduced |
| Community Capital Management, Inc. | 11,000 | $1.14M | 1.58% | −1,300−10.6% | Reduced |
| STRS Ohio | 11,040 | $1.15M | 0.00% | −6,529−37.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 11,102 | $1.15M | 0.00% | −54,167−83.0% | Reduced |
| Prudential PLC | 11,117 | $1.15M | 0.01% | +1,542+16.1% | Added |
| Atlas Wealth LLC | 10,576 | $1.16M | 0.21% | +95+0.9% | Added |
| HRT Financial LP | 11,270 | $1.17M | 0.01% | +11,270 | New |
| Guggenheim Capital LLC | 11,271 | $1.17M | 0.01% | −1,396−11.0% | Reduced |
| Oxford Financial Group Ltd | 11,332 | $1.18M | 0.11% | −7−0.1% | Reduced |
| Unigestion Holding SA | 11,511 | $1.19M | 0.07% | −15,042−56.6% | Reduced |
| Cerity Partners LLC | 11,529 | $1.20M | 0.00% | +8,839+328.6% | Added |
| Commerce Bank | 11,595 | $1.20M | 0.01% | −29,433−71.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,743 | $1.22M | 0.02% | +358+3.1% | Added |
| Louisiana State Employees Retirement System | 11,800 | $1.22M | 0.03% | −800−6.3% | Reduced |
| Pacer Advisors, Inc. | 11,862 | $1.23M | 0.00% | −125−1.0% | Reduced |
| Pensionfund Sabic | 12,000 | $1.25M | 0.42% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 11,590 | $1.25M | 0.21% | +5,894+103.5% | Added |
| Meridian Wealth Advisors, LLC | 12,120 | $1.26M | 0.30% | −2,250−15.7% | Reduced |
| CWM, LLC | 12,132 | $1.26M | 0.01% | +7,980+192.2% | Added |
| Sabal Trust CO | 12,280 | $1.27M | 0.08% | +150+1.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,296 | $1.28M | 0.03% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 12,710 | $1.32M | 0.01% | −10,903−46.2% | Reduced |
| Worth Venture Partners, LLC | 13,035 | $1.35M | 0.74% | −1,685−11.4% | Reduced |
| Quadrature Capital Ltd | 13,146 | $1.36M | 0.03% | +79+0.6% | Added |
| Hartford Investment Management Co | 13,377 | $1.39M | 0.05% | −2,951−18.1% | Reduced |
| Heritage Wealth Advisors | 13,860 | $1.44M | 0.08% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 14,058 | $1.46M | 0.58% | +11+0.1% | Added |
| High Net Worth Advisory Group LLC | 14,631 | $1.52M | 0.59% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 14,682 | $1.52M | 0.01% | +51+0.3% | Added |
| Empire Life Investments Inc. | 14,704 | $1.53M | 0.10% | +168+1.2% | Added |
| Oregon Public Employees Retirement Fund | 14,833 | $1.54M | 0.02% | −26,754−64.3% | Reduced |
| M&T Bank Corp | 14,914 | $1.55M | 0.01% | −661−4.2% | Reduced |
| Maryland State Retirement & Pension System | 14,920 | $1.55M | 0.03% | −477−3.1% | Reduced |
| Park Avenue Securities LLC | 14,925 | $1.55M | 0.02% | +474+3.3% | Added |
| 9258 Wealth Management, LLC | 15,026 | $1.56M | 0.29% | +13+0.1% | Added |
| White Pine Capital LLC | 15,029 | $1.56M | 0.58% | −707−4.5% | Reduced |
| Davis Investment Partners, LLC | 14,197 | $1.58M | 0.75% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 15,334 | $1.59M | 0.05% | +9+0.1% | Added |
| Teacher Retirement System of Texas | 15,469 | $1.60M | 0.01% | −6,059−28.1% | Reduced |
| Redwood Investment Management, LLC | 15,856 | $1.65M | 0.17% | +15,856 | New |
| Securian Asset Management, Inc | 15,924 | $1.65M | 0.04% | −366−2.2% | Reduced |
| Daiwa Securities Group Inc. | 15,992 | $1.66M | 0.01% | +1,235+8.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 15,996 | $1.66M | 0.10% | +6,044+60.7% | Added |
| Gyroscope Capital Management Group, LLC | 16,048 | $1.67M | 0.38% | +1,864+13.1% | Added |
| Bank of Nova Scotia | 16,055 | $1.67M | 0.00% | +2,236+16.2% | Added |
| Skylands Capital, LLC | 16,299 | $1.69M | 0.24% | +5,600+52.3% | Added |
| Mount Yale Investment Advisors, LLC | 16,359 | $1.70M | 0.18% | +30+0.2% | Added |
| Aft, Forsyth & Sober, LLC | 16,550 | $1.72M | 0.71% | +800+5.1% | Added |
| Elo Mutual Pension Insurance Co | 16,836 | $1.75M | 0.05% | +1,441+9.4% | Added |
| Norinchukin Bank, The | 17,139 | $1.78M | 0.03% | +7,250+73.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,143 | $1.78M | 0.03% | +1,662+10.7% | Added |
| Banque Pictet & Cie SA | 17,420 | $1.81M | 0.02% | +17,420 | New |
| Teachers Retirement System of the State of Kentucky | 17,444 | $1.81M | 0.02% | −391−2.2% | Reduced |
| HighTower Advisors, LLC | 17,618 | $1.82M | 0.00% | −255−1.4% | Reduced |
| Assetmark, Inc | 17,576 | $1.82M | 0.01% | +9,263+111.4% | Added |
| Dean Investment Associates, LLC | 17,722 | $1.84M | 0.30% | −488−2.7% | Reduced |