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 |
|---|---|---|---|---|---|
| Storebrand Asset Management AS | 18,196 | $1.89M | 0.01% | −518−2.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 18,238 | $1.89M | 0.09% | −36−0.2% | Reduced |
| JustInvest LLC | 18,317 | $1.90M | 0.06% | −4,183−18.6% | Reduced |
| British Columbia Investment Management Corp | 18,449 | $1.91M | 0.02% | +1,212+7.0% | Added |
| Crossmark Global Holdings, Inc. | 18,130 | $1.98M | 0.04% | −600−3.2% | Reduced |
| Neuberger Berman Group LLC | 19,156 | $1.99M | 0.00% | −7,112−27.1% | Reduced |
| Level Four Advisory Services, LLC | 19,272 | $2.00M | 0.12% | −417−2.1% | Reduced |
| D. E. Shaw & Co., Inc. | 19,415 | $2.01M | 0.00% | −161,541−89.3% | Reduced |
| SPC Financial, Inc. | 19,450 | $2.02M | 0.22% | −600−3.0% | Reduced |
| Gotham Asset Management, LLC | 19,523 | $2.03M | 0.04% | −3,787−16.2% | Reduced |
| Gulf International Bank (UK) Ltd | 20,496 | $2.13M | 0.05% | −4,923−19.4% | Reduced |
| Systematic Financial Management LP | 20,561 | $2.13M | 0.07% | −45−0.2% | Reduced |
| Mackenzie Financial Corp | 20,524 | $2.13M | 0.00% | −2,276−10.0% | Reduced |
| GWM Advisors LLC | 20,577 | $2.14M | 0.02% | +191+0.9% | Added |
| Atria Investments LLC | 20,704 | $2.15M | 0.04% | −2,692−11.5% | Reduced |
| Sweet Financial Partners, LLC | 20,781 | $2.16M | 0.56% | −999−4.6% | Reduced |
| GYL Financial Synergies, LLC | 20,983 | $2.18M | 0.20% | +20,983 | New |
| Nissay Asset Management Corp | 21,034 | $2.18M | 0.02% | +454+2.2% | Added |
| Millennium Management LLC | 21,069 | $2.19M | 0.00% | −832,878−97.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 21,223 | $2.20M | 0.01% | −37,036−63.6% | Reduced |
| Kaydan Wealth Management, Inc. | 21,375 | $2.22M | 0.93% | 00.0% | Unchanged |
| Franklin Resources Inc | 22,287 | $2.31M | 0.00% | −57,660−72.1% | Reduced |
| Czech National Bank | 22,578 | $2.34M | 0.05% | −251−1.1% | Reduced |
| Public Employees Retirement Association of Colorado | 22,737 | $2.36M | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 22,951 | $2.38M | 0.01% | +2,696+13.3% | Added |
| Truist Financial Corp | 23,166 | $2.40M | 0.00% | −18,308−44.1% | Reduced |
| Allianz Asset Management GmbH | 23,690 | $2.46M | 0.01% | −5,258−18.2% | Reduced |
| Xponance, Inc. | 23,942 | $2.48M | 0.03% | −1,983−7.6% | Reduced |
| Center for Financial Planning, Inc. | 24,162 | $2.51M | 0.53% | −847−3.4% | Reduced |
| The PNC Financial Services Group, Inc. | 24,324 | $2.52M | 0.00% | −2,735−10.1% | Reduced |
| Intact Investment Management Inc. | 24,800 | $2.57M | 0.10% | +24,800 | New |
| MML Investors Services, LLC | 24,894 | $2.58M | 0.01% | +2,923+13.3% | Added |
| CI Private Wealth, LLC | 25,631 | $2.66M | 0.01% | −14,521−36.2% | Reduced |
| Regions Financial Corp | 26,099 | $2.71M | 0.02% | −413−1.6% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 26,867 | $2.79M | 2.41% | +44+0.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 27,403 | $2.84M | 0.01% | −687−2.4% | Reduced |
| Cardinal Capital Management | 27,907 | $2.91M | 0.59% | +187+0.7% | Added |
| CIBC Asset Management Inc | 28,476 | $2.95M | 0.01% | +530+1.9% | Added |
| First Hawaiian Bank | 29,310 | $3.04M | 0.10% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 30,372 | $3.15M | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 30,533 | $3.17M | 0.03% | +10,461+52.1% | Added |
| Orion Portfolio Solutions, LLC | 30,533 | $3.17M | 0.03% | +10,461+52.1% | Added |
| New York Life Investment Management LLC | 30,660 | $3.18M | 0.03% | −693−2.2% | Reduced |
| Janus Henderson Group PLC | 30,719 | $3.19M | 0.00% | −34,505−52.9% | Reduced |
| DnB Asset Management AS | 30,955 | $3.21M | 0.02% | +2,541+8.9% | Added |
| Schonfeld Strategic Advisors LLC | 31,149 | $3.23M | 0.03% | +31,149 | New |
| Graphene Investments SAS | 31,200 | $3.24M | 2.14% | +2,600+9.1% | Added |
| National Bank of Canada | 32,444 | $3.37M | 0.01% | +18,597+134.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 33,262 | $3.45M | 0.03% | +405+1.2% | Added |
| First Republic Investment Management, Inc. | 33,281 | $3.45M | 0.02% | −10,735−24.4% | Reduced |
| Utah Retirement Systems | 33,546 | $3.48M | 0.05% | −1,100−3.2% | Reduced |
| TownSquare Capital, LLC | 33,740 | $3.50M | 0.06% | +1,791+5.6% | Added |
| NBW Capital LLC | 34,287 | $3.56M | 0.83% | +310+0.9% | Added |
| DekaBank Deutsche Girozentrale | 34,538 | $3.58M | 0.01% | −120.0% | Reduced |
| CX Institutional | 34,676 | $3.60M | 0.19% | +907+2.7% | Added |
| Forsta Ap-Fonden | 34,700 | $3.60M | 0.04% | +2,300+7.1% | Added |
| Oppenheimer Asset Management Inc. | 34,993 | $3.63M | 0.05% | +3,948+12.7% | Added |
| Mutual of America Capital Management LLC | 35,050 | $3.64M | 0.04% | +1,210+3.6% | Added |
| Yousif Capital Management, LLC | 35,915 | $3.73M | 0.05% | −201−0.6% | Reduced |
| Alpine Woods Capital Investors, LLC | 36,300 | $3.77M | 0.59% | +1,000+2.8% | Added |
| Commonwealth Equity Services, LLC | 36,541 | $3.79M | 0.01% | +8,050+28.3% | Added |
| Buckhead Capital Management LLC | 36,604 | $3.80M | 0.90% | −795−2.1% | Reduced |
| Tredje AP-fonden | 36,926 | $3.83M | 0.05% | −4,118−10.0% | Reduced |
| Tower Bridge Advisors | 37,029 | $3.84M | 0.35% | −150−0.4% | Reduced |
| Chilton Investment Co LLC | 37,766 | $3.92M | 0.11% | −76,779−67.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 38,343 | $3.98M | 0.03% | −39,660−50.8% | Reduced |
| CIBC World Markets Corp | 38,901 | $4.04M | 0.03% | +13,441+52.8% | Added |
| New England Professional Planning Group Inc. | 39,145 | $4.06M | 2.39% | +175+0.4% | Added |
| Siemens Fonds Invest GmbH | 40,089 | $4.14M | 0.40% | −973−2.4% | Reduced |
| LMG Wealth Partners, LLC | 39,964 | $4.15M | 1.27% | +97+0.2% | Added |
| IFM Investors Pty Ltd | 39,986 | $4.15M | 0.05% | +8,125+25.5% | Added |
| Westfield Capital Management Co LP | 40,095 | $4.16M | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 40,307 | $4.18M | 0.11% | +15,245+60.8% | Added |
| Janney Montgomery Scott LLC | 40,796 | $4.23M | 0.01% | +8,954+28.1% | Added |
| LPL Financial LLC | 41,272 | $4.28M | 0.00% | −23,182−36.0% | Reduced |
| Fifth Third Bancorp | 42,704 | $4.43M | 0.02% | +867+2.1% | Added |
| Handelsbanken Fonder AB | 43,067 | $4.47M | 0.02% | −11,218−20.7% | Reduced |
| Retirement Systems of Alabama | 43,346 | $4.50M | 0.02% | −13,941−24.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 43,564 | $4.52M | 0.06% | +5,800+15.4% | Added |
| Central Bank & Trust Co | 43,614 | $4.53M | 0.77% | −4,412−9.2% | Reduced |
| Public Sector Pension Investment Board | 43,631 | $4.53M | 0.03% | −1,428−3.2% | Reduced |
| KBC Group NV | 43,648 | $4.53M | 0.02% | +3,884+9.8% | Added |
| USS Investment Management Ltd | 44,412 | $4.61M | 0.05% | +2,200+5.2% | Added |
| Texas Permanent School Fund | 44,746 | $4.64M | 0.04% | +4,339+10.7% | Added |
| D.A. Davidson & Co. | 45,310 | $4.70M | 0.05% | +1,488+3.4% | Added |
| Cahaba Wealth Management, Inc. | 46,253 | $4.80M | 0.52% | 00.0% | Unchanged |
| Smith, Graham & Co., Investment Advisors, LP | 47,025 | $4.88M | 0.59% | −467−1.0% | Reduced |
| Raymond James Trust N.A. | 47,642 | $4.94M | 0.14% | +310+0.7% | Added |
| Swiss Life Asset Management Ltd | 48,412 | $5.02M | 0.07% | −2,853−5.6% | Reduced |
| MetLife Investment Management | 48,498 | $5.03M | 0.04% | −2,157−4.3% | Reduced |
| Invenomic Capital Management LP | 49,016 | $5.09M | 0.28% | −32,261−39.7% | Reduced |
| Amalgamated Bank | 49,418 | $5.13M | 0.04% | −885−1.8% | Reduced |
| Advisor Group Holdings, Inc. | 51,288 | $5.33M | 0.01% | −4,456−8.0% | Reduced |
| State of Michigan Retirement System | 52,444 | $5.44M | 0.03% | −800−1.5% | Reduced |
| Marex Group plc | 52,500 | $5.45M | 0.98% | +13,500+34.6% | Added |
| ProShare Advisors LLC | 52,769 | $5.48M | 0.02% | −18,235−25.7% | Reduced |
| Captrust Financial Advisors | 52,891 | $5.49M | 0.02% | +1,604+3.1% | Added |
| Creative Planning | 53,458 | $5.55M | 0.01% | +6,776+14.5% | Added |
| Nomura Asset Management Co Ltd | 54,109 | $5.61M | 0.03% | +3,765+7.5% | Added |
| Standard Life Aberdeen plc | 55,441 | $5.75M | 0.01% | −4,393−7.3% | Reduced |