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 |
|---|---|---|---|---|---|
| Synovus Financial Corp | 1,939 | $201.2K | 0.00% | +1,939 | New |
| Boston Private Wealth LLC | 1,938 | $201.1K | 0.00% | −209−9.7% | Reduced |
| PFG Private Wealth Management, LLC | 1,866 | $193.6K | 0.11% | +695+59.4% | Added |
| Natixis Investment Managers International | 1,852 | $192.2K | 0.01% | −470−20.2% | Reduced |
| Desjardins Global Asset Management Inc. | 1,830 | $189.8K | 0.02% | +546+42.5% | Added |
| HM Payson & Co | 1,800 | $186.8K | 0.00% | +177+10.9% | Added |
| First Horizon Advisors, Inc. | 1,708 | $177.2K | 0.01% | +73+4.5% | Added |
| Central Trust Co | 1,688 | $175.2K | 0.00% | −135−7.4% | Reduced |
| V-Square Quantitative Management LLC | 1,522 | $157.9K | 0.12% | +1,522 | New |
| Parallel Advisors, LLC | 1,516 | $157.4K | 0.01% | +640+73.1% | Added |
| Deane Retirement Strategies, Inc. | 1,507 | $156.4K | 0.09% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,400 | $145.3K | 0.00% | +1,400 | New |
| Endurance Wealth Management, Inc. | 1,400 | $145.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,397 | $145.0K | 0.08% | −207−12.9% | Reduced |
| Bessemer Group Inc | 1,336 | $138.0K | 0.00% | −235−15.0% | Reduced |
| Sentry Investment Management LLC | 1,274 | $132.0K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,214 | $125.9K | 0.01% | −14−1.1% | Reduced |
| PSI Advisors, LLC | 1,157 | $120.1K | 0.05% | 00.0% | Unchanged |
| TD Capital Management LLC | 1,151 | $119.4K | 0.01% | +379+49.1% | Added |
| Coastal Capital Group, Inc. | 1,127 | $116.9K | 0.03% | +2+0.2% | Added |
| Caisse de Depot Et Placement du Quebec | 1,024 | $106.3K | 0.00% | −38,500−97.4% | Reduced |
| EverSource Wealth Advisors, LLC | 946 | $98.2K | 0.01% | +90+10.5% | Added |
| Caldwell Trust Co | 869 | $90.2K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 850 | $88.2K | 0.01% | +87+11.4% | Added |
| Quadrant Capital Group LLC | 846 | $87.8K | 0.01% | −292−25.7% | Reduced |
| Arlington Partners LLC | 830 | $86.2K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 719 | $78.7K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 752 | $78.0K | 0.00% | +752 | New |
| Cambridge Trust Co | 717 | $74.4K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 675 | $70.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 649 | $67.0K | 0.00% | +1+0.2% | Added |
| Parallax Volatility Advisers, L.P. | 645 | $66.9K | 0.00% | +645 | New |
| Ronald Blue Trust, Inc. | 690 | $65.0K | 0.00% | −3,725−84.4% | Reduced |
| Whittier Trust Co | 621 | $64.4K | 0.00% | −96−13.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 606 | $62.9K | 0.01% | −11−1.8% | Reduced |
| Ci Investments Inc. | 544 | $56.0K | 0.00% | +30+5.8% | Added |
| Simplex Trading, LLC | 548 | $56.0K | 0.00% | +548 | New |
| Capital Advisors, Ltd. LLC | 522 | $54.0K | 0.01% | +500+2,272.7% | Added |
| Alta Advisers Ltd | 500 | $51.9K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 491 | $51.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 487 | $50.5K | 0.01% | +124+34.2% | Added |
| Farther Finance Advisors, LLC | 485 | $50.3K | 0.01% | +15+3.2% | Added |
| Achmea Investment Management B.V. | 480 | $50.0K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 472 | $49.0K | 0.01% | +410+661.3% | Added |
| Pinnacle Financial Partners Inc | 442 | $45.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 418 | $43.4K | 0.01% | −80−16.1% | Reduced |
| JFS Wealth Advisors, LLC | 405 | $42.1K | 0.00% | +16+4.1% | Added |
| CVA Family Office, LLC | 397 | $41.2K | 0.01% | −55−12.2% | Reduced |
| Allworth Financial LP | 383 | $39.7K | 0.00% | −152−28.4% | Reduced |
| Trust Co | 379 | $39.3K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 361 | $37.5K | 0.01% | +1+0.3% | Added |
| Front Row Advisors LLC | 337 | $35.0K | 0.02% | −6−1.7% | Reduced |
| RFP Financial Group LLC | 323 | $33.5K | 0.01% | +199+160.5% | Added |
| Addison Advisors LLC | 313 | $32.5K | 0.02% | +37+13.4% | Added |
| FinTrust Capital Advisors, LLC | 292 | $31.2K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 300 | $31.1K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 300 | $31.1K | 0.01% | +300 | New |
| Westpac Banking Corp | 296 | $30.7K | 0.00% | −70,012−99.6% | Reduced |
| Massmutual Trust Co FSB | 263 | $27.3K | 0.00% | +8+3.1% | Added |
| Deseret Mutual Benefit Administrators | 258 | $26.8K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 250 | $26.0K | 0.01% | −132−34.6% | Reduced |
| Riggs Asset Managment Co. Inc. | 250 | $25.9K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 250 | $25.9K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 235 | $24.4K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 232 | $24.1K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 228 | $23.7K | 0.00% | −19−7.7% | Reduced |
| Zions Bancorporation, N.A. | 220 | $22.8K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 216 | $22.4K | 0.01% | +216 | New |
| Stephenson National Bank & Trust | 207 | $21.5K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 177 | $19.0K | 0.00% | +5+2.9% | Added |
| CarsonAllaria Wealth Management, Ltd. | 170 | $17.7K | 0.01% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 166 | $17.2K | 0.01% | +166 | New |
| First Community Trust NA | 163 | $16.9K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 145 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 142 | $14.7K | 0.00% | +22+18.3% | Added |
| Glassman Wealth Services | 141 | $14.6K | 0.00% | −66−31.9% | Reduced |
| Brown Brothers Harriman & Co | 136 | $14.1K | 0.00% | +122+871.4% | Added |
| Covestor Ltd | 134 | $14.0K | 0.01% | −437−76.5% | Reduced |
| New Millennium Group LLC | 132 | $13.7K | 0.01% | −112−45.9% | Reduced |
| Tradition Wealth Management, LLC | 130 | $13.0K | 0.00% | +130 | New |
| Farmers & Merchants Investments Inc | 121 | $12.6K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 120 | $12.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 111 | $11.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 111 | $11.5K | 0.00% | +111 | New |
| Glen Eagle Advisors, LLC | 110 | $11.4K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 99 | $10.3K | 0.00% | +3+3.1% | Added |
| Bollard Group LLC | 94 | $10.0K | 0.00% | +94 | New |
| Whittier Trust Co of Nevada Inc | 96 | $9.96K | 0.00% | +96 | New |
| MV Capital Management, Inc. | 88 | $9.13K | 0.00% | −59−40.1% | Reduced |
| GW&K Investment Management, LLC | 85 | $9.00K | 0.00% | +82+2,733.3% | Added |
| Private Trust Co NA | 86 | $8.92K | 0.00% | −103−54.5% | Reduced |
| Baker Avenue Asset Management, LP | 86 | $8.92K | 0.00% | −20−18.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 75 | $7.78K | 0.00% | +75 | New |
| Foster Dykema Cabot & Co Inc | 67 | $7.00K | 0.00% | +67 | New |
| Creative Financial Designs Inc | 66 | $6.85K | 0.00% | +27+69.2% | Added |
| Bokf, NA | 61 | $6.33K | 0.00% | −26,399−99.8% | Reduced |
| Quent Capital, LLC | 55 | $5.71K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 52 | $5.40K | 0.00% | +52 | New |
| Copeland Capital Management, LLC | 49 | $5.08K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 45 | $4.67K | 0.00% | 00.0% | Unchanged |