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 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 461,545 | $47.9M | 0.03% | −1,585−0.3% | Reduced |
| Fisher Asset Management, LLC | 478,447 | $49.6M | 0.03% | −11,429−2.3% | Reduced |
| Barclays PLC | 489,009 | $50.7M | 0.03% | +117,670+31.7% | Added |
| Wells Fargo & Company | 490,058 | $50.9M | 0.01% | +16,818+3.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 524,640 | $54.4M | 0.04% | −38,698−6.9% | Reduced |
| Premier Fund Managers Ltd | 526,000 | $54.5M | 2.17% | 00.0% | Unchanged |
| SEI Investments Co | 567,677 | $58.9M | 0.10% | +9,501+1.7% | Added |
| Palisade Capital Management LLC | 592,802 | $61.5M | 1.64% | +10,267+1.8% | Added |
| New York State Common Retirement Fund | 597,250 | $62.0M | 0.08% | +271,540+83.4% | Added |
| Nuveen Asset Management, LLC | 643,891 | $66.8M | 0.02% | −19,727−3.0% | Reduced |
| Principal Financial Group Inc | 698,888 | $72.5M | 0.05% | −17,968−2.5% | Reduced |
| Ceredex Value Advisors LLC | 707,318 | $73.7M | 1.19% | +707,318 | New |
| Amundi | 715,235 | $74.4M | 0.04% | +203,539+39.8% | Added |
| UBS Asset Management Americas Inc | 908,434 | $84.7M | 0.04% | 00.0% | Unchanged |
| Congress Asset Management Co | 979,293 | $101.6M | 0.88% | −10,783−1.1% | Reduced |
| Goldman Sachs Group Inc | 990,959 | $102.8M | 0.03% | +23,777+2.5% | Added |
| Charles Schwab Investment Management Inc | 996,974 | $103.5M | 0.03% | −8,357−0.8% | Reduced |
| Harfst & Associates, Inc. | 1,128,123 | $117.1M | 31.16% | +13,258+1.2% | Added |
| Citadel Advisors LLC | 1,338,753 | $138.9M | 0.15% | +864,614+182.4% | Added |
| Bank of New York Mellon Corp | 1,353,539 | $140.5M | 0.03% | −57,996−4.1% | Reduced |
| Thrivent Financial for Lutherans | 1,376,253 | $142.8M | 0.33% | +234,689+20.6% | Added |
| Legal & General Group Plc | 1,387,621 | $144.0M | 0.05% | −57,032−3.9% | Reduced |
| Price T Rowe Associates Inc | 1,421,484 | $147.5M | 0.02% | +82,139+6.1% | Added |
| Dimensional Fund Advisors LP | 1,434,163 | $148.8M | 0.05% | +117,155+8.9% | Added |
| APG Asset Management N.V. | 1,635,857 | $155.6M | 0.31% | +57,385+3.6% | Added |
| Mercer Global Advisors Inc | 1,650,767 | $171.3M | 0.68% | −27,860−1.7% | Reduced |
| Bank of America Corp | 1,700,070 | $176.4M | 0.02% | −217,113−11.3% | Reduced |
| Morgan Stanley | 1,874,124 | $194.5M | 0.02% | +8,500+0.5% | Added |
| Norges Bank | 1,946,782 | $202.0M | 0.04% | +93,148+5.0% | Added |
| Northern Trust Corp | 2,031,359 | $210.8M | 0.04% | −78,387−3.7% | Reduced |
| Agf Management Ltd | 2,050,230 | $212.8M | 1.54% | +16,314+0.8% | Added |
| Earnest Partners LLC | 2,066,361 | $214.4M | 1.20% | +179,187+9.5% | Added |
| Brave Warrior Advisors, LLC | 2,164,307 | $224.6M | 5.93% | −12,203−0.6% | Reduced |
| Massachusetts Financial Services Co | 2,210,965 | $229.4M | 0.08% | −523,952−19.2% | Reduced |
| Invesco Ltd. | 2,293,612 | $238.0M | 0.06% | +47,863+2.1% | Added |
| T. Rowe Price Investment Management, Inc. | 3,569,038 | $370.4M | 0.25% | +1,551,610+76.9% | Added |
| Geode Capital Management, LLC | 4,057,125 | $419.9M | 0.05% | +39,067+1.0% | Added |
| FMR LLC | 7,171,490 | $744.2M | 0.06% | −2,822,060−28.2% | Reduced |
| JPMorgan Chase & Co | 7,584,515 | $787.0M | 0.09% | +708,461+10.3% | Added |
| State Street Corp | 8,065,096 | $840.3M | 0.04% | +124,057+1.6% | Added |
| Wellington Management Group LLP | 11,323,709 | $1.18B | 0.22% | +1,446,776+14.6% | Added |
| Primecap Management Co | 12,701,532 | $1.32B | 1.10% | −135,025−1.1% | Reduced |
| BlackRock Inc. | 17,196,715 | $1.78B | 0.05% | +772,492+4.7% | Added |
| Vanguard Group Inc | 22,885,822 | $2.37B | 0.06% | −470,102−2.0% | Reduced |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −453,091−100.0% | Sold out |
| Southpoint Capital Advisors LP | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −292,349−100.0% | Sold out |
| Renaissance Group LLC | 0 | $0 | 0.00% | −234,859−100.0% | Sold out |
| Advent International Corp | 0 | $0 | 0.00% | −228,528−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −209,913−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −189,459−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −135,673−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −107,871−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −102,066−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −64,852−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −60,955−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −51,561−100.0% | Sold out |
| Alerus Financial NA | 0 | $0 | 0.00% | −41,347−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −30,300−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −27,668−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −22,952−100.0% | Sold out |
| Brendel Financial Advisors LLC | 0 | $0 | 0.00% | −18,012−100.0% | Sold out |
| Great Diamond Partners, LLC | 0 | $0 | 0.00% | −17,433−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −16,525−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −15,679−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −15,100−100.0% | Sold out |
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −12,199−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −10,487−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −9,560−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −8,400−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −6,852−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −6,838−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −6,503−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −5,511−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −4,980−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −4,570−100.0% | Sold out |
| Biltmore Family Office, LLC | 0 | $0 | 0.00% | −4,125−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −4,109−100.0% | Sold out |
| Bowman & Co S.C. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −3,943−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −3,309−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −3,262−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −3,242−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −3,078−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −3,073−100.0% | Sold out |
| Nicholas Hoffman & Company, LLC. | 0 | $0 | 0.00% | −3,033−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,625−100.0% | Sold out |
| Meeder Advisory Services, Inc. | 0 | $0 | 0.00% | −2,309−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −2,304−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −2,228−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −2,207−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −2,196−100.0% | Sold out |
| Appleton Partners Inc | 0 | $0 | 0.00% | −2,175−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −1,656−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,607−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −1,218−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −1,116−100.0% | Sold out |
| AM Squared Ltd | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |