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 |
|---|---|---|---|---|---|
| Waratah Capital Advisors Ltd. | 10,847 | $1.13M | 0.06% | +10,847 | New |
| One + One Wealth Management, LLC | 10,498 | $1.09M | 0.70% | −1,364−11.5% | Reduced |
| Oarsman Capital, Inc. | 10,270 | $1.07M | 0.47% | +2,588+33.7% | Added |
| Jefferies Financial Group Inc. | 10,244 | $1.06M | 0.02% | +10,244 | New |
| Keybank National Association | 10,242 | $1.06M | 0.00% | +4,008+64.3% | Added |
| Loomis Sayles & Co L P | 10,116 | $1.05M | 0.00% | −95,974−90.5% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 9,785 | $1.02M | 0.23% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 9,782 | $1.02M | 0.09% | +1,359+16.1% | Added |
| Montag & Caldwell, LLC | 9,718 | $1.01M | 0.12% | 00.0% | Unchanged |
| Ethic Inc. | 9,597 | $995.8K | 0.04% | −1,544−13.9% | Reduced |
| West Michigan Advisors, LLC | 9,550 | $991.0K | 0.40% | +757+8.6% | Added |
| New Mexico Educational Retirement Board | 9,375 | $973.0K | 0.04% | +400+4.5% | Added |
| Panagora Asset Management Inc | 9,375 | $972.8K | 0.01% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 9,149 | $949.4K | 0.07% | +582+6.8% | Added |
| Gryphon Financial Partners LLC | 9,137 | $948.1K | 0.21% | −59−0.6% | Reduced |
| RMB Capital Management, LLC | 9,108 | $945.1K | 0.03% | +8+0.1% | Added |
| Cetera Advisor Networks LLC | 9,097 | $944.0K | 0.01% | −1,043−10.3% | Reduced |
| Financial Counselors Inc | 8,966 | $930.0K | 0.02% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 8,850 | $918.4K | 0.73% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,812 | $914.0K | 0.01% | +8,812 | New |
| We Are One Seven, LLC | 8,741 | $907.1K | 0.08% | −380−4.2% | Reduced |
| Quantinno Capital Management LP | 8,693 | $902.0K | 0.05% | +1,562+21.9% | Added |
| Consolidated Planning Corp | 8,636 | $896.2K | 0.19% | +22+0.3% | Added |
| Cresset Asset Management, LLC | 8,384 | $873.4K | 0.01% | +8,384 | New |
| Metropolitan Life Insurance Co | 8,310 | $862.3K | 0.04% | −358−4.1% | Reduced |
| Trust Co of Toledo NA | 8,220 | $853.0K | 0.14% | −235−2.8% | Reduced |
| Bradley Foster & Sargent Inc | 8,165 | $847.3K | 0.02% | −150−1.8% | Reduced |
| Tower Research Capital LLC (TRC) | 8,098 | $840.3K | 0.03% | −278−3.3% | Reduced |
| Centiva Capital, LP | 8,095 | $840.0K | 0.04% | +1,835+29.3% | Added |
| National Asset Management, Inc. | 8,061 | $839.8K | 0.02% | −161−2.0% | Reduced |
| Resources Investment Advisors, LLC. | 7,907 | $820.5K | 0.02% | +53+0.7% | Added |
| Capital Investment Advisors, LLC | 7,900 | $819.8K | 0.02% | −136−1.7% | Reduced |
| Snowden Capital Advisors LLC | 7,818 | $811.3K | 0.03% | +4,723+152.6% | Added |
| Apollon Wealth Management, LLC | 7,703 | $799.4K | 0.04% | +1,616+26.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 7,586 | $787.2K | 0.01% | +906+13.6% | Added |
| Balyasny Asset Management LLC | 7,499 | $778.2K | 0.00% | −26,719−78.1% | Reduced |
| United Capital Financial Advisers, LLC | 7,391 | $767.0K | 0.00% | +181+2.5% | Added |
| Aviva PLC | 7,379 | $765.7K | 0.00% | −125,974−94.5% | Reduced |
| Saturna Capital CORP | 7,352 | $762.9K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 7,309 | $758.5K | 0.00% | −26,066−78.1% | Reduced |
| Signaturefd, LLC | 7,050 | $731.6K | 0.02% | −659−8.5% | Reduced |
| TD Private Client Wealth LLC | 6,911 | $717.2K | 0.03% | +1,296+23.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,846 | $710.0K | 0.05% | −50−0.7% | Reduced |
| Texas Yale Capital Corp. | 6,750 | $700.4K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 6,652 | $690.3K | 0.01% | +2,327+53.8% | Added |
| Wealthfront Advisers LLC | 6,633 | $688.3K | 0.00% | −2,352−26.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,510 | $675.6K | 0.03% | 00.0% | Unchanged |
| Lido Advisors, LLC | 6,487 | $673.2K | 0.01% | +22+0.3% | Added |
| Yorktown Management & Research Co Inc | 6,450 | $669.3K | 0.72% | 00.0% | Unchanged |
| Cavalier Investments, LLC | 6,369 | $660.9K | 0.24% | +385+6.4% | Added |
| HBK Sorce Advisory LLC | 6,352 | $659.2K | 0.03% | −417−6.2% | Reduced |
| Eqis Capital Management, Inc. | 6,308 | $654.6K | 0.07% | −137−2.1% | Reduced |
| Staley Capital Advisers Inc | 6,250 | $648.6K | 0.03% | 00.0% | Unchanged |
| Signature Wealth Management Group | 6,124 | $635.5K | 0.30% | +219+3.7% | Added |
| Intech Investment Management LLC | 6,080 | $630.9K | 0.01% | −28,579−82.5% | Reduced |
| Wealthspire Advisors, LLC | 6,021 | $624.8K | 0.01% | +340+6.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,016 | $624.3K | 0.02% | −76−1.2% | Reduced |
| Metis Global Partners, LLC | 6,001 | $622.7K | 0.03% | +66+1.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,975 | $620.0K | 0.00% | +840+16.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,941 | $616.5K | 0.01% | +30+0.5% | Added |
| Advisor Partners II, LLC | 5,932 | $615.6K | 0.03% | +633+11.9% | Added |
| Guinness Asset Management LTD | 5,773 | $599.1K | 0.01% | −1,024−15.1% | Reduced |
| Systematic Alpha Investments, LLC | 5,700 | $591.5K | 0.03% | 00.0% | Unchanged |
| Empirical Finance, LLC | 5,669 | $588.3K | 0.05% | +656+13.1% | Added |
| Steward Partners Investment Advisory, LLC | 5,615 | $582.7K | 0.01% | +411+7.9% | Added |
| Shell Asset Management Co | 5,588 | $580.0K | 0.02% | −12,530−69.2% | Reduced |
| Bill Few Associates, Inc. | 5,445 | $565.0K | 0.29% | 00.0% | Unchanged |
| Threadgill Financial, LLC | 5,789 | $562.6K | 0.64% | −3−0.1% | Reduced |
| Gateway Investment Advisers LLC | 5,328 | $552.9K | 0.01% | −80−1.5% | Reduced |
| Tranquility Partners, LLC | 5,314 | $551.4K | 0.24% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 5,154 | $534.8K | 0.06% | +319+6.6% | Added |
| Covenant Partners, LLC | 5,093 | $528.5K | 0.19% | 00.0% | Unchanged |
| Forum Financial Management, LP | 5,060 | $525.1K | 0.01% | +10+0.2% | Added |
| ExodusPoint Capital Management, LP | 5,037 | $523.0K | 0.01% | +5,037 | New |
| Williams Jones Wealth Management, LLC. | 5,000 | $518.9K | 0.01% | −436−8.0% | Reduced |
| Stephens Inc | 4,990 | $517.8K | 0.01% | +71+1.4% | Added |
| Dock Street Asset Management Inc | 4,979 | $516.7K | 0.09% | 00.0% | Unchanged |
| Swedbank AB | 4,904 | $508.9K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,876 | $506.0K | 0.02% | +830+20.5% | Added |
| DFPG Investments, LLC | 4,581 | $502.0K | 0.05% | +263+6.1% | Added |
| Harrell Investment Partners, LLC | 4,793 | $497.4K | 0.17% | −3,100−39.3% | Reduced |
| Principal Street Partners, LLC | 4,775 | $495.6K | 0.12% | +578+13.8% | Added |
| Man Group plc | 4,717 | $489.5K | 0.00% | – | – |
| Intrust Bank NA | 4,651 | $482.6K | 0.06% | −464−9.1% | Reduced |
| Blueshift Asset Management, LLC | 4,612 | $478.6K | 0.18% | −982−17.6% | Reduced |
| Waterloo Capital, L.P. | 4,577 | $475.0K | 0.14% | +550+13.7% | Added |
| Vestcor Inc | 4,568 | $474.0K | 0.02% | −40−0.9% | Reduced |
| Baird Financial Group, Inc. | 4,537 | $470.8K | 0.00% | −461−9.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,531 | $470.2K | 0.03% | +585+14.8% | Added |
| Global Financial Private Client, LLC | 4,282 | $445.2K | 0.22% | 00.0% | Unchanged |
| Ossiam | 4,214 | $437.3K | 0.01% | −11,973−74.0% | Reduced |
| Laffer Tengler Investments | 4,205 | $436.4K | 0.12% | +14+0.3% | Added |
| Agate Pass Investment Management, LLC | 4,154 | $431.1K | 0.26% | −175−4.0% | Reduced |
| Hamilton Capital Partners Inc. | 4,027 | $417.9K | 0.15% | −500−11.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 4,000 | $415.1K | 0.06% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 3,965 | $411.4K | 0.12% | +33+0.8% | Added |
| Cetera Investment Advisers | 3,959 | $410.8K | 0.00% | −3,975−50.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,896 | $404.3K | 0.04% | −3−0.1% | Reduced |
| Toroso Investments, LLC | 3,884 | $403.0K | 0.01% | +348+9.8% | Added |
| Harbor Investment Advisory, LLC | 3,876 | $402.2K | 0.06% | +3+0.1% | Added |