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 |
|---|---|---|---|---|---|
| Citizens Financial Group Inc | 55,732 | $5.78M | 0.21% | −13,702−19.7% | Reduced |
| Arizona State Retirement System | 55,833 | $5.79M | 0.05% | −439−0.8% | Reduced |
| CIBC Private Wealth Group, LLC | 56,745 | $5.89M | 0.01% | −60,834−51.7% | Reduced |
| Walleye Capital LLC | 57,813 | $6.00M | 0.11% | +28,147+94.9% | Added |
| Parkwood LLC | 58,937 | $6.12M | 1.11% | +4,474+8.2% | Added |
| Logan Capital Management Inc | 58,942 | $6.12M | 0.29% | +10,895+22.7% | Added |
| American International Group, Inc. | 59,285 | $6.15M | 0.04% | −3,917−6.2% | Reduced |
| Ensign Peak Advisors, Inc | 60,940 | $6.32M | 0.01% | +600+1.0% | Added |
| Rafferty Asset Management, LLC | 61,266 | $6.36M | 0.04% | −4,058−6.2% | Reduced |
| Andra AP-fonden | 61,800 | $6.41M | 0.16% | +2,200+3.7% | Added |
| First Trust Advisors LP | 61,830 | $6.42M | 0.01% | −156,773−71.7% | Reduced |
| Korea Investment CORP | 62,029 | $6.44M | 0.02% | −6,844−9.9% | Reduced |
| Susquehanna International Group, LLP | 62,646 | $6.50M | 0.01% | −35,043−35.9% | Reduced |
| Peterson Wealth Services | 63,139 | $6.55M | 3.15% | +19,920+46.1% | Added |
| Palmer Knight Co | 63,162 | $6.55M | 3.93% | +2,555+4.2% | Added |
| Am Investment Strategies LLC | 64,063 | $6.65M | 2.08% | −180.0% | Reduced |
| Voya Investment Management LLC | 66,878 | $6.94M | 0.01% | −7,088−9.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 67,233 | $6.98M | 0.03% | +15,924+31.0% | Added |
| Nemes Rush Group LLC | 67,713 | $7.03M | 1.24% | +67,713 | New |
| PFS Investments Inc. | 69,321 | $7.19M | 0.12% | +10,096+17.0% | Added |
| Vaughan Nelson Investment Management, L.P. | 69,817 | $7.25M | 0.08% | −15,266−17.9% | Reduced |
| Illinois Municipal Retirement Fund | 70,088 | $7.27M | 0.15% | −25,568−26.7% | Reduced |
| Stifel Financial Corp | 70,095 | $7.27M | 0.01% | +327+0.5% | Added |
| Private Capital Management, LLC | 71,485 | $7.42M | 0.90% | −260−0.4% | Reduced |
| Burney Co | 72,384 | $7.51M | 0.34% | −4,278−5.6% | Reduced |
| US Bancorp | 72,848 | $7.56M | 0.01% | −1,518−2.0% | Reduced |
| Bryn Mawr Trust Co | 73,875 | $7.67M | 0.32% | −5,511−6.9% | Reduced |
| Azora Capital LP | 75,448 | $7.83M | 1.59% | +75,448 | New |
| Bragg Financial Advisors, Inc | 75,878 | $7.87M | 0.43% | +2,080+2.8% | Added |
| CWA Asset Management Group, LLC | 77,033 | $7.99M | 0.55% | +4,133+5.7% | Added |
| Asset Management One Co.,Ltd. | 81,773 | $8.49M | 0.04% | +4,221+5.4% | Added |
| Treasurer of the State of North Carolina | 87,953 | $9.13M | 0.05% | +105+0.1% | Added |
| Nisa Investment Advisors, LLC | 90,423 | $9.38M | 0.07% | +708+0.8% | Added |
| Public Employees Retirement System of Ohio | 96,169 | $9.98M | 0.04% | −11,780−10.9% | Reduced |
| Gillson Capital LP | 96,601 | $10.0M | 0.88% | +74,225+331.7% | Added |
| Mn Services Vermogensbeheer B.V. | 97,500 | $10.1M | 0.09% | +5,500+6.0% | Added |
| Pictet Asset Management SA | 99,291 | $10.3M | 0.01% | +8,631+9.5% | Added |
| Victory Capital Management Inc | 101,607 | $10.5M | 0.01% | −54,910−35.1% | Reduced |
| Toronto Dominion Bank | 102,332 | $10.6M | 0.02% | −44,727−30.4% | Reduced |
| Frontier Capital Management Co LLC | 102,720 | $10.7M | 0.10% | −1,051−1.0% | Reduced |
| Basswood Capital Management, L.L.C. | 103,519 | $10.7M | 0.79% | −35,698−25.6% | Reduced |
| Royal London Asset Management Ltd | 107,131 | $11.1M | 0.04% | +38,229+55.5% | Added |
| Hantz Financial Services, Inc. | 108,019 | $11.2M | 0.28% | +20.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 109,718 | $11.4M | 0.04% | −2,912−2.6% | Reduced |
| Nordea Investment Management AB | 110,690 | $11.5M | 0.02% | −67,755−38.0% | Reduced |
| Jane Street Group, LLC | 111,497 | $11.6M | 0.02% | +99,597+836.9% | Added |
| Allspring Global Investments Holdings, LLC | 112,192 | $11.6M | 0.02% | −5,637−4.8% | Reduced |
| State of Wisconsin Investment Board | 113,137 | $11.7M | 0.03% | −4,981−4.2% | Reduced |
| State of New Jersey Common Pension Fund D | 115,189 | $12.0M | 0.04% | +2,351+2.1% | Added |
| Congress Wealth Management LLC | 118,513 | $12.3M | 0.29% | −693−0.6% | Reduced |
| AQR Capital Management LLC | 118,854 | $12.3M | 0.03% | +41,632+53.9% | Added |
| Capital Wealth Planning, LLC | 123,623 | $12.8M | 0.16% | 00.0% | Unchanged |
| PB Investment Partners, L.P. | 125,938 | $13.1M | 11.18% | −27,332−17.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 128,550 | $13.3M | 0.03% | +3,920+3.1% | Added |
| Manufacturers Life Insurance Company, The | 131,640 | $13.7M | 0.01% | −4,718−3.5% | Reduced |
| American Century Companies Inc | 131,766 | $13.7M | 0.01% | −56,501−30.0% | Reduced |
| Geneva Capital Management LLC | 137,155 | $14.2M | 0.28% | −8,596−5.9% | Reduced |
| AXA S.A. | 143,069 | $14.8M | 0.05% | −8,294−5.5% | Reduced |
| Philo Smith Capital Corp | 151,500 | $15.7M | 5.40% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 156,360 | $16.2M | 0.19% | −12,903−7.6% | Reduced |
| Great West Life Assurance Co | 157,738 | $16.4M | 0.04% | −17,253−9.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 162,244 | $16.8M | 0.04% | +13,140+8.8% | Added |
| Prudential Financial Inc | 175,052 | $18.2M | 0.03% | −22,366−11.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 190,050 | $19.7M | 0.04% | −4,000−2.1% | Reduced |
| Bank of Montreal | 192,894 | $20.1M | 0.01% | −2,184−1.1% | Reduced |
| Russell Investments Group, Ltd. | 196,857 | $20.4M | 0.04% | −63,958−24.5% | Reduced |
| Nicholas Company, Inc. | 198,274 | $20.6M | 0.39% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 201,280 | $20.9M | 0.04% | +105,749+110.7% | Added |
| Natixis Advisors, L.P. | 204,574 | $21.2M | 0.07% | +53,020+35.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 214,744 | $22.3M | 0.04% | −20,544−8.7% | Reduced |
| State Board of Administration of Florida Retirement System | 222,693 | $23.1M | 0.05% | −2,638−1.2% | Reduced |
| New York State Teachers Retirement System | 226,027 | $23.5M | 0.05% | −2,742−1.2% | Reduced |
| Schroder Investment Management Group | 230,850 | $24.0M | 0.03% | −41,307−15.2% | Reduced |
| Pinnacle Associates Ltd | 240,905 | $25.0M | 0.43% | −10,088−4.0% | Reduced |
| FIL Ltd | 248,187 | $25.8M | 0.03% | −39,993−13.9% | Reduced |
| Citigroup Inc | 254,235 | $26.4M | 0.03% | +146,950+137.0% | Added |
| Glenmede Trust Co NA | 289,684 | $27.0M | 0.15% | 00.0% | Unchanged |
| UBS Group AG | 262,870 | $27.3M | 0.01% | +1,935+0.7% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 267,692 | $27.8M | 1.21% | +9,144+3.5% | Added |
| Rockefeller Capital Management L.P. | 268,117 | $27.8M | 0.11% | −23,275−8.0% | Reduced |
| Macquarie Group Ltd | 281,662 | $29.2M | 0.03% | −103,832−26.9% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 285,660 | $29.6M | 2.06% | +1,835+0.6% | Added |
| Iat Reinsurance Co Ltd. | 298,125 | $30.9M | 5.98% | 00.0% | Unchanged |
| National Pension Service | 298,553 | $30.9M | 0.05% | +7,247+2.5% | Added |
| Davis Asset Management, L.P. | 300,000 | $31.1M | 1.86% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 302,540 | $31.4M | 0.01% | +14,128+4.9% | Added |
| Raymond James & Associates | 303,784 | $31.5M | 0.03% | −1,694−0.6% | Reduced |
| Credit Suisse AG | 310,229 | $32.2M | 0.03% | −13,341−4.1% | Reduced |
| TD Asset Management Inc | 322,291 | $33.4M | 0.04% | +99,682+44.8% | Added |
| California State Teachers Retirement System | 324,153 | $33.6M | 0.05% | +2,995+0.9% | Added |
| HSBC Holdings PLC | 350,778 | $36.4M | 0.04% | −45,687−11.5% | Reduced |
| Envestnet Asset Management Inc | 355,232 | $36.9M | 0.02% | −51,051−12.6% | Reduced |
| Royal Bank of Canada | 356,415 | $37.0M | 0.01% | −26,861−7.0% | Reduced |
| Putnam Investments LLC | 369,804 | $38.4M | 0.06% | +6,858+1.9% | Added |
| Alliancebernstein L.P. | 373,218 | $38.7M | 0.02% | +11,753+3.3% | Added |
| California Public Employees Retirement System | 373,231 | $38.7M | 0.03% | −28,006−7.0% | Reduced |
| Rhumbline Advisers | 397,409 | $41.2M | 0.05% | +2,138+0.5% | Added |
| Marshall Wace, LLP | 402,830 | $41.8M | 0.09% | +402,830 | New |
| Fiera Capital Corp | 411,945 | $42.7M | 0.12% | +396,969+2,650.7% | Added |
| Silvercrest Asset Management Group LLC | 454,903 | $47.2M | 0.34% | +248,091+120.0% | Added |