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 |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 30,719 | $3.19M | 0.00% | −34,505−52.9% | Reduced |
| New York Life Investment Management LLC | 30,660 | $3.18M | 0.03% | −693−2.2% | Reduced |
| 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 |
| State of Tennessee, Treasury Department | 30,372 | $3.15M | 0.01% | 00.0% | Unchanged |
| First Hawaiian Bank | 29,310 | $3.04M | 0.10% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 28,476 | $2.95M | 0.01% | +530+1.9% | Added |
| Cardinal Capital Management | 27,907 | $2.91M | 0.59% | +187+0.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 27,403 | $2.84M | 0.01% | −687−2.4% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 26,867 | $2.79M | 2.41% | +44+0.2% | Added |
| Regions Financial Corp | 26,099 | $2.71M | 0.02% | −413−1.6% | Reduced |
| CI Private Wealth, LLC | 25,631 | $2.66M | 0.01% | −14,521−36.2% | Reduced |
| MML Investors Services, LLC | 24,894 | $2.58M | 0.01% | +2,923+13.3% | Added |
| Intact Investment Management Inc. | 24,800 | $2.57M | 0.10% | +24,800 | New |
| The PNC Financial Services Group, Inc. | 24,324 | $2.52M | 0.00% | −2,735−10.1% | Reduced |
| Center for Financial Planning, Inc. | 24,162 | $2.51M | 0.53% | −847−3.4% | Reduced |
| Xponance, Inc. | 23,942 | $2.48M | 0.03% | −1,983−7.6% | Reduced |
| Allianz Asset Management GmbH | 23,690 | $2.46M | 0.01% | −5,258−18.2% | Reduced |
| Truist Financial Corp | 23,166 | $2.40M | 0.00% | −18,308−44.1% | Reduced |
| Mariner, LLC | 22,951 | $2.38M | 0.01% | +2,696+13.3% | Added |
| Public Employees Retirement Association of Colorado | 22,737 | $2.36M | 0.01% | 00.0% | Unchanged |
| Czech National Bank | 22,578 | $2.34M | 0.05% | −251−1.1% | Reduced |
| Franklin Resources Inc | 22,287 | $2.31M | 0.00% | −57,660−72.1% | Reduced |
| Kaydan Wealth Management, Inc. | 21,375 | $2.22M | 0.93% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 21,223 | $2.20M | 0.01% | −37,036−63.6% | Reduced |
| Millennium Management LLC | 21,069 | $2.19M | 0.00% | −832,878−97.5% | Reduced |
| Nissay Asset Management Corp | 21,034 | $2.18M | 0.02% | +454+2.2% | Added |
| GYL Financial Synergies, LLC | 20,983 | $2.18M | 0.20% | +20,983 | New |
| Sweet Financial Partners, LLC | 20,781 | $2.16M | 0.56% | −999−4.6% | Reduced |
| Atria Investments LLC | 20,704 | $2.15M | 0.04% | −2,692−11.5% | Reduced |
| GWM Advisors LLC | 20,577 | $2.14M | 0.02% | +191+0.9% | Added |
| Mackenzie Financial Corp | 20,524 | $2.13M | 0.00% | −2,276−10.0% | Reduced |
| Systematic Financial Management LP | 20,561 | $2.13M | 0.07% | −45−0.2% | Reduced |
| Gulf International Bank (UK) Ltd | 20,496 | $2.13M | 0.05% | −4,923−19.4% | Reduced |
| Gotham Asset Management, LLC | 19,523 | $2.03M | 0.04% | −3,787−16.2% | Reduced |
| SPC Financial, Inc. | 19,450 | $2.02M | 0.22% | −600−3.0% | Reduced |
| D. E. Shaw & Co., Inc. | 19,415 | $2.01M | 0.00% | −161,541−89.3% | Reduced |
| Level Four Advisory Services, LLC | 19,272 | $2.00M | 0.12% | −417−2.1% | Reduced |
| Neuberger Berman Group LLC | 19,156 | $1.99M | 0.00% | −7,112−27.1% | Reduced |
| Crossmark Global Holdings, Inc. | 18,130 | $1.98M | 0.04% | −600−3.2% | Reduced |
| British Columbia Investment Management Corp | 18,449 | $1.91M | 0.02% | +1,212+7.0% | Added |
| JustInvest LLC | 18,317 | $1.90M | 0.06% | −4,183−18.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 18,238 | $1.89M | 0.09% | −36−0.2% | Reduced |
| Storebrand Asset Management AS | 18,196 | $1.89M | 0.01% | −518−2.8% | Reduced |
| Dean Investment Associates, LLC | 17,722 | $1.84M | 0.30% | −488−2.7% | Reduced |
| Assetmark, Inc | 17,576 | $1.82M | 0.01% | +9,263+111.4% | Added |
| HighTower Advisors, LLC | 17,618 | $1.82M | 0.00% | −255−1.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,444 | $1.81M | 0.02% | −391−2.2% | Reduced |
| Banque Pictet & Cie SA | 17,420 | $1.81M | 0.02% | +17,420 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,143 | $1.78M | 0.03% | +1,662+10.7% | Added |
| Norinchukin Bank, The | 17,139 | $1.78M | 0.03% | +7,250+73.3% | Added |
| Elo Mutual Pension Insurance Co | 16,836 | $1.75M | 0.05% | +1,441+9.4% | Added |
| Aft, Forsyth & Sober, LLC | 16,550 | $1.72M | 0.71% | +800+5.1% | Added |
| Mount Yale Investment Advisors, LLC | 16,359 | $1.70M | 0.18% | +30+0.2% | Added |
| Skylands Capital, LLC | 16,299 | $1.69M | 0.24% | +5,600+52.3% | Added |
| Bank of Nova Scotia | 16,055 | $1.67M | 0.00% | +2,236+16.2% | Added |
| Gyroscope Capital Management Group, LLC | 16,048 | $1.67M | 0.38% | +1,864+13.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 15,996 | $1.66M | 0.10% | +6,044+60.7% | Added |
| Daiwa Securities Group Inc. | 15,992 | $1.66M | 0.01% | +1,235+8.4% | Added |
| Securian Asset Management, Inc | 15,924 | $1.65M | 0.04% | −366−2.2% | Reduced |
| Redwood Investment Management, LLC | 15,856 | $1.65M | 0.17% | +15,856 | New |
| Teacher Retirement System of Texas | 15,469 | $1.60M | 0.01% | −6,059−28.1% | Reduced |
| Kentucky Retirement Systems | 15,334 | $1.59M | 0.05% | +9+0.1% | Added |
| Davis Investment Partners, LLC | 14,197 | $1.58M | 0.75% | 00.0% | Unchanged |
| White Pine Capital LLC | 15,029 | $1.56M | 0.58% | −707−4.5% | Reduced |
| 9258 Wealth Management, LLC | 15,026 | $1.56M | 0.29% | +13+0.1% | Added |
| Park Avenue Securities LLC | 14,925 | $1.55M | 0.02% | +474+3.3% | Added |
| Maryland State Retirement & Pension System | 14,920 | $1.55M | 0.03% | −477−3.1% | Reduced |
| M&T Bank Corp | 14,914 | $1.55M | 0.01% | −661−4.2% | Reduced |
| Oregon Public Employees Retirement Fund | 14,833 | $1.54M | 0.02% | −26,754−64.3% | Reduced |
| Empire Life Investments Inc. | 14,704 | $1.53M | 0.10% | +168+1.2% | Added |
| King Luther Capital Management Corp | 14,682 | $1.52M | 0.01% | +51+0.3% | Added |
| High Net Worth Advisory Group LLC | 14,631 | $1.52M | 0.59% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 14,058 | $1.46M | 0.58% | +11+0.1% | Added |
| Heritage Wealth Advisors | 13,860 | $1.44M | 0.08% | 00.0% | Unchanged |
| Hartford Investment Management Co | 13,377 | $1.39M | 0.05% | −2,951−18.1% | Reduced |
| Quadrature Capital Ltd | 13,146 | $1.36M | 0.03% | +79+0.6% | Added |
| Worth Venture Partners, LLC | 13,035 | $1.35M | 0.74% | −1,685−11.4% | Reduced |
| Candriam Luxembourg S.C.A. | 12,710 | $1.32M | 0.01% | −10,903−46.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 12,296 | $1.28M | 0.03% | 00.0% | Unchanged |
| Sabal Trust CO | 12,280 | $1.27M | 0.08% | +150+1.2% | Added |
| CWM, LLC | 12,132 | $1.26M | 0.01% | +7,980+192.2% | Added |
| Meridian Wealth Advisors, LLC | 12,120 | $1.26M | 0.30% | −2,250−15.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 11,590 | $1.25M | 0.21% | +5,894+103.5% | Added |
| Pensionfund Sabic | 12,000 | $1.25M | 0.42% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 11,862 | $1.23M | 0.00% | −125−1.0% | Reduced |
| Louisiana State Employees Retirement System | 11,800 | $1.22M | 0.03% | −800−6.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,743 | $1.22M | 0.02% | +358+3.1% | Added |
| Commerce Bank | 11,595 | $1.20M | 0.01% | −29,433−71.7% | Reduced |
| Cerity Partners LLC | 11,529 | $1.20M | 0.00% | +8,839+328.6% | Added |
| Unigestion Holding SA | 11,511 | $1.19M | 0.07% | −15,042−56.6% | Reduced |
| Oxford Financial Group Ltd | 11,332 | $1.18M | 0.11% | −7−0.1% | Reduced |
| Guggenheim Capital LLC | 11,271 | $1.17M | 0.01% | −1,396−11.0% | Reduced |
| HRT Financial LP | 11,270 | $1.17M | 0.01% | +11,270 | New |
| Atlas Wealth LLC | 10,576 | $1.16M | 0.21% | +95+0.9% | Added |
| Prudential PLC | 11,117 | $1.15M | 0.01% | +1,542+16.1% | Added |
| Robeco Institutional Asset Management B.V. | 11,102 | $1.15M | 0.00% | −54,167−83.0% | Reduced |
| STRS Ohio | 11,040 | $1.15M | 0.00% | −6,529−37.2% | Reduced |
| Community Capital Management, Inc. | 11,000 | $1.14M | 1.58% | −1,300−10.6% | Reduced |
| Veritable, L.P. | 10,872 | $1.13M | 0.02% | −48−0.4% | Reduced |