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 |
|---|---|---|---|---|---|
| Ellevest, Inc. | 0 | $0 | 0.00% | −528−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −232−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −223−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −211−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −174−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Edge Capital Group, LLC | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Cascade Investment Advisors, Inc. | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| TSFG, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Goodman Advisory Group, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Morton Brown Family Wealth, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| First Financial Corp | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Stonnington Group, LLC | – | – | – | – | Not filed |