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 |
|---|---|---|---|---|---|
| Chevy Chase Trust Holdings, Inc. | 109,718 | $11.4M | 0.04% | −2,912−2.6% | Reduced |
| Hantz Financial Services, Inc. | 108,019 | $11.2M | 0.28% | +20.0% | Added |
| Royal London Asset Management Ltd | 107,131 | $11.1M | 0.04% | +38,229+55.5% | Added |
| Basswood Capital Management, L.L.C. | 103,519 | $10.7M | 0.79% | −35,698−25.6% | Reduced |
| Frontier Capital Management Co LLC | 102,720 | $10.7M | 0.10% | −1,051−1.0% | Reduced |
| Toronto Dominion Bank | 102,332 | $10.6M | 0.02% | −44,727−30.4% | Reduced |
| Victory Capital Management Inc | 101,607 | $10.5M | 0.01% | −54,910−35.1% | Reduced |
| Pictet Asset Management SA | 99,291 | $10.3M | 0.01% | +8,631+9.5% | Added |
| Mn Services Vermogensbeheer B.V. | 97,500 | $10.1M | 0.09% | +5,500+6.0% | Added |
| Gillson Capital LP | 96,601 | $10.0M | 0.88% | +74,225+331.7% | Added |
| Public Employees Retirement System of Ohio | 96,169 | $9.98M | 0.04% | −11,780−10.9% | Reduced |
| Nisa Investment Advisors, LLC | 90,423 | $9.38M | 0.07% | +708+0.8% | Added |
| Treasurer of the State of North Carolina | 87,953 | $9.13M | 0.05% | +105+0.1% | Added |
| Asset Management One Co.,Ltd. | 81,773 | $8.49M | 0.04% | +4,221+5.4% | Added |
| CWA Asset Management Group, LLC | 77,033 | $7.99M | 0.55% | +4,133+5.7% | Added |
| Bragg Financial Advisors, Inc | 75,878 | $7.87M | 0.43% | +2,080+2.8% | Added |
| Azora Capital LP | 75,448 | $7.83M | 1.59% | +75,448 | New |
| Bryn Mawr Trust Co | 73,875 | $7.67M | 0.32% | −5,511−6.9% | Reduced |
| US Bancorp | 72,848 | $7.56M | 0.01% | −1,518−2.0% | Reduced |
| Burney Co | 72,384 | $7.51M | 0.34% | −4,278−5.6% | Reduced |
| Private Capital Management, LLC | 71,485 | $7.42M | 0.90% | −260−0.4% | Reduced |
| Stifel Financial Corp | 70,095 | $7.27M | 0.01% | +327+0.5% | Added |
| Illinois Municipal Retirement Fund | 70,088 | $7.27M | 0.15% | −25,568−26.7% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 69,817 | $7.25M | 0.08% | −15,266−17.9% | Reduced |
| PFS Investments Inc. | 69,321 | $7.19M | 0.12% | +10,096+17.0% | Added |
| Nemes Rush Group LLC | 67,713 | $7.03M | 1.24% | +67,713 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 67,233 | $6.98M | 0.03% | +15,924+31.0% | Added |
| Voya Investment Management LLC | 66,878 | $6.94M | 0.01% | −7,088−9.6% | Reduced |
| Am Investment Strategies LLC | 64,063 | $6.65M | 2.08% | −180.0% | Reduced |
| Palmer Knight Co | 63,162 | $6.55M | 3.93% | +2,555+4.2% | Added |
| Peterson Wealth Services | 63,139 | $6.55M | 3.15% | +19,920+46.1% | Added |
| Susquehanna International Group, LLP | 62,646 | $6.50M | 0.01% | −35,043−35.9% | Reduced |
| Korea Investment CORP | 62,029 | $6.44M | 0.02% | −6,844−9.9% | Reduced |
| First Trust Advisors LP | 61,830 | $6.42M | 0.01% | −156,773−71.7% | Reduced |
| Andra AP-fonden | 61,800 | $6.41M | 0.16% | +2,200+3.7% | Added |
| Rafferty Asset Management, LLC | 61,266 | $6.36M | 0.04% | −4,058−6.2% | Reduced |
| Ensign Peak Advisors, Inc | 60,940 | $6.32M | 0.01% | +600+1.0% | Added |
| American International Group, Inc. | 59,285 | $6.15M | 0.04% | −3,917−6.2% | Reduced |
| Logan Capital Management Inc | 58,942 | $6.12M | 0.29% | +10,895+22.7% | Added |
| Parkwood LLC | 58,937 | $6.12M | 1.11% | +4,474+8.2% | Added |
| Walleye Capital LLC | 57,813 | $6.00M | 0.11% | +28,147+94.9% | Added |
| CIBC Private Wealth Group, LLC | 56,745 | $5.89M | 0.01% | −60,834−51.7% | Reduced |
| Arizona State Retirement System | 55,833 | $5.79M | 0.05% | −439−0.8% | Reduced |
| Citizens Financial Group Inc | 55,732 | $5.78M | 0.21% | −13,702−19.7% | Reduced |
| Standard Life Aberdeen plc | 55,441 | $5.75M | 0.01% | −4,393−7.3% | Reduced |
| Nomura Asset Management Co Ltd | 54,109 | $5.61M | 0.03% | +3,765+7.5% | Added |
| Creative Planning | 53,458 | $5.55M | 0.01% | +6,776+14.5% | Added |
| Captrust Financial Advisors | 52,891 | $5.49M | 0.02% | +1,604+3.1% | Added |
| ProShare Advisors LLC | 52,769 | $5.48M | 0.02% | −18,235−25.7% | Reduced |
| Marex Group plc | 52,500 | $5.45M | 0.98% | +13,500+34.6% | Added |
| State of Michigan Retirement System | 52,444 | $5.44M | 0.03% | −800−1.5% | Reduced |
| Advisor Group Holdings, Inc. | 51,288 | $5.33M | 0.01% | −4,456−8.0% | Reduced |
| Amalgamated Bank | 49,418 | $5.13M | 0.04% | −885−1.8% | Reduced |
| Invenomic Capital Management LP | 49,016 | $5.09M | 0.28% | −32,261−39.7% | Reduced |
| MetLife Investment Management | 48,498 | $5.03M | 0.04% | −2,157−4.3% | Reduced |
| Swiss Life Asset Management Ltd | 48,412 | $5.02M | 0.07% | −2,853−5.6% | Reduced |
| Raymond James Trust N.A. | 47,642 | $4.94M | 0.14% | +310+0.7% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 47,025 | $4.88M | 0.59% | −467−1.0% | Reduced |
| Cahaba Wealth Management, Inc. | 46,253 | $4.80M | 0.52% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 45,310 | $4.70M | 0.05% | +1,488+3.4% | Added |
| Texas Permanent School Fund | 44,746 | $4.64M | 0.04% | +4,339+10.7% | Added |
| USS Investment Management Ltd | 44,412 | $4.61M | 0.05% | +2,200+5.2% | Added |
| KBC Group NV | 43,648 | $4.53M | 0.02% | +3,884+9.8% | Added |
| Public Sector Pension Investment Board | 43,631 | $4.53M | 0.03% | −1,428−3.2% | Reduced |
| Central Bank & Trust Co | 43,614 | $4.53M | 0.77% | −4,412−9.2% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 43,564 | $4.52M | 0.06% | +5,800+15.4% | Added |
| Retirement Systems of Alabama | 43,346 | $4.50M | 0.02% | −13,941−24.3% | Reduced |
| Handelsbanken Fonder AB | 43,067 | $4.47M | 0.02% | −11,218−20.7% | Reduced |
| Fifth Third Bancorp | 42,704 | $4.43M | 0.02% | +867+2.1% | Added |
| LPL Financial LLC | 41,272 | $4.28M | 0.00% | −23,182−36.0% | Reduced |
| Janney Montgomery Scott LLC | 40,796 | $4.23M | 0.01% | +8,954+28.1% | Added |
| Ancora Advisors, LLC | 40,307 | $4.18M | 0.11% | +15,245+60.8% | Added |
| Westfield Capital Management Co LP | 40,095 | $4.16M | 0.03% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 39,986 | $4.15M | 0.05% | +8,125+25.5% | Added |
| LMG Wealth Partners, LLC | 39,964 | $4.15M | 1.27% | +97+0.2% | Added |
| Siemens Fonds Invest GmbH | 40,089 | $4.14M | 0.40% | −973−2.4% | Reduced |
| New England Professional Planning Group Inc. | 39,145 | $4.06M | 2.39% | +175+0.4% | Added |
| CIBC World Markets Corp | 38,901 | $4.04M | 0.03% | +13,441+52.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 38,343 | $3.98M | 0.03% | −39,660−50.8% | Reduced |
| Chilton Investment Co LLC | 37,766 | $3.92M | 0.11% | −76,779−67.0% | Reduced |
| Tower Bridge Advisors | 37,029 | $3.84M | 0.35% | −150−0.4% | Reduced |
| Tredje AP-fonden | 36,926 | $3.83M | 0.05% | −4,118−10.0% | Reduced |
| Buckhead Capital Management LLC | 36,604 | $3.80M | 0.90% | −795−2.1% | Reduced |
| Commonwealth Equity Services, LLC | 36,541 | $3.79M | 0.01% | +8,050+28.3% | Added |
| Alpine Woods Capital Investors, LLC | 36,300 | $3.77M | 0.59% | +1,000+2.8% | Added |
| Yousif Capital Management, LLC | 35,915 | $3.73M | 0.05% | −201−0.6% | Reduced |
| Mutual of America Capital Management LLC | 35,050 | $3.64M | 0.04% | +1,210+3.6% | Added |
| Oppenheimer Asset Management Inc. | 34,993 | $3.63M | 0.05% | +3,948+12.7% | Added |
| Forsta Ap-Fonden | 34,700 | $3.60M | 0.04% | +2,300+7.1% | Added |
| CX Institutional | 34,676 | $3.60M | 0.19% | +907+2.7% | Added |
| DekaBank Deutsche Girozentrale | 34,538 | $3.58M | 0.01% | −120.0% | Reduced |
| NBW Capital LLC | 34,287 | $3.56M | 0.83% | +310+0.9% | Added |
| TownSquare Capital, LLC | 33,740 | $3.50M | 0.06% | +1,791+5.6% | Added |
| Utah Retirement Systems | 33,546 | $3.48M | 0.05% | −1,100−3.2% | Reduced |
| First Republic Investment Management, Inc. | 33,281 | $3.45M | 0.02% | −10,735−24.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 33,262 | $3.45M | 0.03% | +405+1.2% | Added |
| National Bank of Canada | 32,444 | $3.37M | 0.01% | +18,597+134.3% | Added |
| Graphene Investments SAS | 31,200 | $3.24M | 2.14% | +2,600+9.1% | Added |
| Schonfeld Strategic Advisors LLC | 31,149 | $3.23M | 0.03% | +31,149 | New |
| DnB Asset Management AS | 30,955 | $3.21M | 0.02% | +2,541+8.9% | Added |