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 |
|---|---|---|---|---|---|
| Jackson Creek Investment Advisors LLC | 3,831 | $398.0K | 0.16% | −718−15.8% | Reduced |
| Argus Investors' Counsel, Inc. | 3,817 | $396.1K | 0.27% | +3,817 | New |
| Assenagon Asset Management S.A. | 3,800 | $394.3K | 0.00% | −203−5.1% | Reduced |
| Alberta Investment Management Corp | 3,800 | $394.3K | 0.00% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 3,779 | $392.1K | 0.03% | −76−2.0% | Reduced |
| Pathstone Family Office, LLC | 3,608 | $391.2K | 0.01% | −52−1.4% | Reduced |
| IFP Advisors, Inc | 3,970 | $388.9K | 0.02% | +1,928+94.4% | Added |
| Essex Financial Services, Inc. | 3,743 | $388.4K | 0.04% | −95−2.5% | Reduced |
| Great Valley Advisor Group, Inc. | 3,737 | $387.8K | 0.02% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 2,815 | $386.8K | 0.02% | −380−11.9% | Reduced |
| Portside Wealth Group, LLC | 3,689 | $382.8K | 0.07% | +3,689 | New |
| Fulton Bank, N.A. | 3,642 | $377.9K | 0.02% | +646+21.6% | Added |
| Navellier & Associates Inc | 3,641 | $377.8K | 0.07% | +590+19.3% | Added |
| 44 Wealth Management LLC | 3,631 | $376.8K | 0.13% | +1,094+43.1% | Added |
| Symmetry Partners, LLC | 3,604 | $374.0K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 3,599 | $373.5K | 0.00% | −29−0.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,590 | $372.6K | 0.00% | +77+2.2% | Added |
| Greenleaf Trust | 3,565 | $369.9K | 0.00% | −249−6.5% | Reduced |
| Great Lakes Retirement, Inc. | 3,362 | $348.9K | 0.06% | +3,362 | New |
| Federation des caisses Desjardins du Quebec | 3,208 | $332.9K | 0.00% | +275+9.4% | Added |
| Avantax Advisory Services, Inc. | 3,088 | $320.5K | 0.00% | −106−3.3% | Reduced |
| Vontobel Holding Ltd. | 3,084 | $320.0K | 0.00% | −96−3.0% | Reduced |
| Clarus Group, Inc. | 3,077 | $319.3K | 0.23% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 2,989 | $310.2K | 0.14% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 2,965 | $307.7K | 0.20% | −188−6.0% | Reduced |
| First Eagle Investment Management, LLC | 2,963 | $307.5K | 0.00% | +805+37.3% | Added |
| Dakota Wealth Management | 2,943 | $305.4K | 0.01% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 2,925 | $303.5K | 0.05% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,900 | $300.9K | 0.03% | +2+0.1% | Added |
| Ieq Capital, LLC | 2,893 | $300.3K | 0.01% | −918−24.1% | Reduced |
| Flagship Harbor Advisors, LLC | 2,859 | $296.6K | 0.02% | +10.0% | Added |
| Ergoteles LLC | 2,767 | $287.1K | 0.01% | +2,767 | New |
| DoubleLine ETF Adviser LP | 2,758 | $286.2K | 0.11% | +320+13.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,745 | $284.8K | 0.04% | −833−23.3% | Reduced |
| Moseley Investment Management Inc | 2,741 | $284.4K | 0.17% | 00.0% | Unchanged |
| Collective Family Office LLC | 2,734 | $283.7K | 0.11% | −700−20.4% | Reduced |
| Novare Capital Management LLC | 2,730 | $283.3K | 0.03% | −200−6.8% | Reduced |
| Evercore Wealth Management, LLC | 2,728 | $283.1K | 0.01% | 00.0% | Unchanged |
| Pitcairn Co | 2,727 | $283.0K | 0.02% | −60−2.2% | Reduced |
| Calton & Associates, Inc. | 2,715 | $281.7K | 0.13% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 2,702 | $281.5K | 0.00% | −316−10.5% | Reduced |
| MTM Investment Management, LLC | 2,700 | $280.2K | 0.14% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 2,694 | $279.5K | 0.01% | +33+1.2% | Added |
| Industrial Alliance Investment Management Inc. | 2,680 | $278.0K | 0.15% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,658 | $275.8K | 0.01% | +169+6.8% | Added |
| Samalin Investment Counsel, LLC | 2,641 | $274.1K | 0.15% | +2,641 | New |
| McMahon Financial Advisors, LLC | 2,632 | $273.1K | 0.09% | +2,632 | New |
| Voloridge Investment Management, LLC | 2,630 | $272.9K | 0.00% | −5,798−68.8% | Reduced |
| Sawtooth Solutions, LLC | 2,622 | $272.0K | 0.01% | −43−1.6% | Reduced |
| Checchi Capital Advisers, LLC | 2,614 | $271.3K | 0.02% | +34+1.3% | Added |
| Phillips Wealth Planners LLC | 2,611 | $271.0K | 0.36% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 2,572 | $266.9K | 0.01% | −132−4.9% | Reduced |
| Vantage Consulting Group Inc | 2,559 | $265.5K | 0.15% | −128−4.8% | Reduced |
| Syntax Advisors, LLC | 2,559 | $265.5K | 0.21% | −128−4.8% | Reduced |
| South Dakota Investment Council | 2,500 | $259.0K | 0.01% | +800+47.1% | Added |
| Blue Chip Partners, Inc. | 2,494 | $258.9K | 0.03% | +11+0.4% | Added |
| Alliance Wealth Advisors, LLC | 2,491 | $258.5K | 0.10% | −61−2.4% | Reduced |
| RBA Wealth Management, LLC | 2,484 | $257.8K | 0.12% | −15−0.6% | Reduced |
| Fund Management at Engine No. 1 LLC | 2,484 | $257.8K | 0.05% | +134+5.7% | Added |
| Salem Investment Counselors Inc | 2,458 | $256.1K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,436 | $252.8K | 0.09% | +2,436 | New |
| Darwin Advisors, LLC | 2,389 | $251.2K | 0.06% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 2,400 | $249.0K | 0.01% | −3,400−58.6% | Reduced |
| Capstone Investment Advisors, LLC | 2,394 | $248.4K | 0.01% | −1,661−41.0% | Reduced |
| Ameritas Investment Partners, Inc. | 2,384 | $247.4K | 0.01% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 2,374 | $247.1K | 0.02% | +55+2.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,374 | $246.0K | 0.01% | −3,278−58.0% | Reduced |
| Nations Financial Group Inc, | 2,363 | $245.2K | 0.02% | −75−3.1% | Reduced |
| Shelton Capital Management | 2,353 | $244.2K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 2,330 | $242.8K | 0.02% | −460−16.5% | Reduced |
| Cigna Investments Inc | 2,320 | $241.0K | 0.04% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,320 | $240.7K | 0.01% | −80−3.3% | Reduced |
| Royce & Associates LP | 2,320 | $240.7K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 2,317 | $240.4K | 0.01% | −483−17.3% | Reduced |
| Canandaigua National Bank & Trust Co | 2,311 | $239.8K | 0.04% | −57−2.4% | Reduced |
| Veriti Management LLC | 2,310 | $239.7K | 0.03% | −426−15.6% | Reduced |
| Private Advisor Group, LLC | 2,179 | $238.8K | 0.00% | +2,179 | New |
| Integrated Wealth Concepts LLC | 2,292 | $237.8K | 0.00% | +2,292 | New |
| FDx Advisors, Inc. | 2,281 | $237.0K | 0.01% | −587−20.5% | Reduced |
| Sutton Wealth Advisors Inc. | 2,270 | $235.6K | 0.11% | 00.0% | Unchanged |
| Trust Asset Management LLC | 2,261 | $234.6K | 0.02% | 00.0% | Unchanged |
| Corundum Group, Inc. | 2,250 | $233.5K | 0.12% | +2,250 | New |
| Leuthold Group, LLC | 2,245 | $233.0K | 0.03% | 00.0% | Unchanged |
| Horizon Family Wealth, Inc. | 2,231 | $231.5K | 0.22% | +10+0.5% | Added |
| Principle Wealth Partners LLC | 2,225 | $230.9K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,213 | $229.6K | 0.06% | −77−3.4% | Reduced |
| Penserra Capital Management LLC | 2,210 | $228.0K | 0.00% | +1,184+115.4% | Added |
| Arbor Investment Advisors, LLC | 2,181 | $226.3K | 0.04% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 2,175 | $225.7K | 0.14% | +2,175 | New |
| Schechter Investment Advisors, LLC | 2,168 | $225.0K | 0.02% | −22−1.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,114 | $219.4K | 0.04% | −115−5.2% | Reduced |
| Rehmann Capital Advisory Group | 2,080 | $215.9K | 0.02% | +2,080 | New |
| Coldstream Capital Management Inc | 2,079 | $215.7K | 0.01% | −109−5.0% | Reduced |
| Vident Investment Advisory, LLC | 2,067 | $214.5K | 0.01% | +2,067 | New |
| Financial Insights, Inc. | 2,061 | $213.9K | 0.08% | +2,061 | New |
| Johnson Investment Counsel Inc | 2,032 | $210.9K | 0.00% | −3,259−61.6% | Reduced |
| Arthur M. Cohen & Associates, LLC | 2,000 | $207.5K | 0.05% | +2,000 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,991 | $207.0K | 0.01% | +1,991 | New |
| Personal Cfo Solutions, LLC | 1,990 | $206.5K | 0.04% | +1,990 | New |
| Drive Wealth Management, LLC | 1,957 | $203.9K | 0.08% | +1,957 | New |