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, Q3 2023
Institutional positions in Raymond James Financial Inc as of Sep 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
- 658
- +20 vs. Q2 2023
- Shares held
- 156.1M
- −2.85M (−1.8%) vs. Q2 2023
- Total value
- $15.7B
- −$751.0M (−4.6%) vs. Q2 2023
- New holders
- 66
- 217 more added
- Sold out
- 46
- 242 more reduced
6 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Raymond James Financial Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 22,382,918 | $2.25B | 0.06% | −502,904−2.2% | Reduced |
| BlackRock Inc. | 16,481,618 | $1.66B | 0.05% | −715,097−4.2% | Reduced |
| Primecap Management Co | 12,569,127 | $1.26B | 1.07% | −132,405−1.0% | Reduced |
| Wellington Management Group LLP | 11,570,058 | $1.16B | 0.23% | +246,349+2.2% | Added |
| State Street Corp | 7,678,510 | $774.3M | 0.04% | −386,586−4.8% | Reduced |
| JPMorgan Chase & Co | 6,733,705 | $676.3M | 0.08% | −850,810−11.2% | Reduced |
| FMR LLC | 6,498,010 | $652.6M | 0.06% | −673,480−9.4% | Reduced |
| Geode Capital Management, LLC | 4,057,758 | $406.6M | 0.05% | +6330.0% | Added |
| T. Rowe Price Investment Management, Inc. | 3,550,238 | $356.6M | 0.25% | −18,800−0.5% | Reduced |
| Invesco Ltd. | 2,197,429 | $220.7M | 0.06% | −96,183−4.2% | Reduced |
| Earnest Partners LLC | 2,165,025 | $217.4M | 1.25% | +98,664+4.8% | Added |
| Massachusetts Financial Services Co | 2,154,785 | $216.4M | 0.08% | −56,180−2.5% | Reduced |
| Brave Warrior Advisors, LLC | 2,140,707 | $215.0M | 5.37% | −23,600−1.1% | Reduced |
| Norges Bank | 2,096,700 | $210.6M | 0.04% | +149,918+7.7% | Added |
| Northern Trust Corp | 2,082,598 | $209.2M | 0.04% | +51,239+2.5% | Added |
| Agf Management Ltd | 2,027,398 | $203.6M | 1.44% | −22,832−1.1% | Reduced |
| Bank of America Corp | 1,748,103 | $175.6M | 0.02% | +48,033+2.8% | Added |
| Morgan Stanley | 1,599,819 | $160.7M | 0.02% | −274,305−14.6% | Reduced |
| Mercer Global Advisors Inc | 1,569,096 | $157.6M | 0.60% | −81,671−4.9% | Reduced |
| Dimensional Fund Advisors LP | 1,568,771 | $157.6M | 0.05% | +134,608+9.4% | Added |
| APG Asset Management N.V. | 1,564,671 | $157.1M | 0.32% | −71,186−4.4% | Reduced |
| Thrivent Financial for Lutherans | 1,437,960 | $144.4M | 0.34% | +61,707+4.5% | Added |
| Legal & General Group Plc | 1,369,256 | $137.5M | 0.05% | −18,365−1.3% | Reduced |
| Bank of New York Mellon Corp | 1,368,766 | $137.5M | 0.03% | +15,227+1.1% | Added |
| Goldman Sachs Group Inc | 1,302,402 | $130.8M | 0.03% | +311,443+31.4% | Added |
| Marshall Wace, LLP | 1,251,890 | $125.7M | 0.27% | +849,060+210.8% | Added |
| Harfst & Associates, Inc. | 1,128,725 | $113.4M | 31.81% | +602+0.1% | Added |
| Charles Schwab Investment Management Inc | 994,045 | $99.8M | 0.03% | −2,929−0.3% | Reduced |
| Congress Asset Management Co | 975,929 | $98.0M | 0.87% | −3,364−0.3% | Reduced |
| Citadel Advisors LLC | 928,625 | $93.3M | 0.10% | −410,128−30.6% | Reduced |
| UBS Asset Management Americas Inc | 928,198 | $93.2M | 0.04% | +19,764+2.2% | Added |
| Ceredex Value Advisors LLC | 768,046 | $77.5M | 1.37% | +60,728+8.6% | Added |
| Amundi | 734,289 | $72.7M | 0.04% | +19,054+2.7% | Added |
| Principal Financial Group Inc | 672,278 | $67.5M | 0.05% | −26,610−3.8% | Reduced |
| SEI Investments Co | 635,340 | $63.8M | 0.11% | +67,663+11.9% | Added |
| Nuveen Asset Management, LLC | 628,681 | $63.1M | 0.02% | −15,210−2.4% | Reduced |
| Palisade Capital Management LLC | 596,882 | $59.9M | 1.67% | +4,080+0.7% | Added |
| New York State Common Retirement Fund | 568,903 | $57.1M | 0.08% | −28,347−4.7% | Reduced |
| Premier Fund Managers Ltd | 526,000 | $53.0M | 2.49% | 00.0% | Unchanged |
| Barclays PLC | 527,057 | $52.9M | 0.03% | +38,048+7.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 511,388 | $51.4M | 0.04% | −13,252−2.5% | Reduced |
| Price T Rowe Associates Inc | 500,560 | $50.3M | 0.01% | −920,924−64.8% | Reduced |
| Fisher Asset Management, LLC | 476,383 | $47.8M | 0.03% | −2,064−0.4% | Reduced |
| Envestnet Asset Management Inc | 472,904 | $47.5M | 0.02% | +117,672+33.1% | Added |
| Deutsche Bank AG | 471,171 | $47.3M | 0.03% | +9,626+2.1% | Added |
| Wells Fargo & Company | 467,432 | $46.9M | 0.01% | −22,626−4.6% | Reduced |
| Silvercrest Asset Management Group LLC | 457,105 | $45.9M | 0.35% | +2,202+0.5% | Added |
| Fiera Capital Corp | 421,805 | $42.4M | 0.14% | +9,860+2.4% | Added |
| Rhumbline Advisers | 389,846 | $39.2M | 0.05% | −7,563−1.9% | Reduced |
| Alliancebernstein L.P. | 389,459 | $39.1M | 0.02% | +16,241+4.4% | Added |
| Putnam Investments LLC | 381,505 | $38.3M | 0.06% | +11,701+3.2% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 371,363 | $37.3M | 1.63% | +103,671+38.7% | Added |
| California Public Employees Retirement System | 369,846 | $37.1M | 0.03% | −3,385−0.9% | Reduced |
| HSBC Holdings PLC | 354,616 | $35.6M | 0.04% | +3,838+1.1% | Added |
| Royal Bank of Canada | 322,531 | $32.4M | 0.01% | −33,884−9.5% | Reduced |
| TD Asset Management Inc | 320,240 | $32.2M | 0.04% | −2,051−0.6% | Reduced |
| Raymond James & Associates | 307,921 | $30.9M | 0.03% | +4,137+1.4% | Added |
| Davis Asset Management, L.P. | 300,000 | $30.1M | 1.76% | 00.0% | Unchanged |
| Iat Reinsurance Co Ltd. | 298,125 | $29.9M | 5.93% | 00.0% | Unchanged |
| California State Teachers Retirement System | 293,669 | $29.5M | 0.05% | −30,484−9.4% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 287,614 | $28.9M | 2.11% | +1,954+0.7% | Added |
| Credit Suisse AG | 286,213 | $28.7M | 0.03% | −24,016−7.7% | Reduced |
| Rockefeller Capital Management L.P. | 283,015 | $28.4M | 0.11% | +14,898+5.6% | Added |
| Natixis Advisors, L.P. | 281,918 | $28.3M | 0.09% | +77,344+37.8% | Added |
| National Pension Service | 282,948 | $28.2M | 0.05% | −15,605−5.2% | Reduced |
| Macquarie Group Ltd | 270,138 | $27.1M | 0.03% | −11,524−4.1% | Reduced |
| Ameriprise Financial Inc | 267,592 | $26.9M | 0.01% | −34,948−11.6% | Reduced |
| FIL Ltd | 264,414 | $26.6M | 0.03% | +16,227+6.5% | Added |
| Vaughan Nelson Investment Management, L.P. | 258,122 | $25.9M | 0.29% | +188,305+269.7% | Added |
| UBS Group AG | 250,650 | $25.2M | 0.01% | −12,220−4.6% | Reduced |
| Millennium Management LLC | 250,253 | $25.1M | 0.03% | +229,184+1,087.8% | Added |
| State Board of Administration of Florida Retirement System | 247,652 | $24.9M | 0.06% | +24,959+11.2% | Added |
| Waratah Capital Advisors Ltd. | 235,720 | $23.7M | 1.09% | +224,873+2,073.1% | Added |
| Pinnacle Associates Ltd | 228,655 | $23.0M | 0.43% | −12,250−5.1% | Reduced |
| New York State Teachers Retirement System | 220,563 | $22.2M | 0.05% | −5,464−2.4% | Reduced |
| Bank of Montreal | 185,937 | $20.0M | 0.01% | −6,957−3.6% | Reduced |
| Nicholas Company, Inc. | 198,074 | $19.9M | 0.40% | −200−0.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 196,118 | $19.7M | 0.04% | −18,626−8.7% | Reduced |
| Schroder Investment Management Group | 195,376 | $19.6M | 0.03% | −35,474−15.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 186,850 | $18.8M | 0.04% | −3,200−1.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 179,394 | $18.0M | 0.04% | +17,150+10.6% | Added |
| Prudential Financial Inc | 178,754 | $18.0M | 0.03% | +3,702+2.1% | Added |
| American Century Companies Inc | 165,966 | $16.7M | 0.01% | +34,200+26.0% | Added |
| Great West Life Assurance Co | 159,963 | $16.1M | 0.04% | +2,225+1.4% | Added |
| Victory Capital Management Inc | 159,231 | $16.0M | 0.02% | +57,624+56.7% | Added |
| Russell Investments Group, Ltd. | 151,607 | $15.2M | 0.03% | −45,250−23.0% | Reduced |
| Philo Smith Capital Corp | 151,500 | $15.2M | 5.22% | 00.0% | Unchanged |
| AXA S.A. | 139,816 | $14.0M | 0.05% | −3,253−2.3% | Reduced |
| First Trust Advisors LP | 139,599 | $14.0M | 0.02% | +77,769+125.8% | Added |
| Royal London Asset Management Ltd | 135,784 | $13.6M | 0.04% | +28,653+26.7% | Added |
| Citigroup Inc | 134,107 | $13.5M | 0.02% | −120,128−47.3% | Reduced |
| Geneva Capital Management LLC | 132,733 | $13.3M | 0.28% | −4,422−3.2% | Reduced |
| Manufacturers Life Insurance Company, The | 129,878 | $13.0M | 0.01% | −1,762−1.3% | Reduced |
| Clearbridge Investments, LLC | 126,829 | $12.7M | 0.01% | +126,829 | New |
| PB Investment Partners, L.P. | 125,938 | $12.6M | 10.80% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 124,866 | $12.5M | 0.03% | −3,684−2.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 124,378 | $12.5M | 0.02% | +12,186+10.9% | Added |
| Basswood Capital Management, L.L.C. | 123,551 | $12.4M | 0.94% | +20,032+19.4% | Added |
| Congress Wealth Management LLC | 119,004 | $12.0M | 0.25% | +491+0.4% | Added |
| State of Wisconsin Investment Board | 118,816 | $11.9M | 0.04% | +5,679+5.0% | Added |