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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.

Institutional holdersQ3 2023: 658 institutions
Q1 2021: 552 institutionsQ2 2021: 565 institutionsQ3 2021: 583 institutionsQ4 2021: 638 institutionsQ1 2022: 664 institutionsQ2 2022: 657 institutionsQ3 2022: 666 institutionsQ4 2022: 701 institutionsQ1 2023: 664 institutionsQ2 2023: 644 institutionsQ3 2023: 658 institutionsQ4 2023: 720 institutionsQ1 2024: 729 institutionsQ2 2024: 751 institutionsQ3 2024: 768 institutionsQ4 2024: 840 institutionsQ1 2025: 858 institutionsQ2 2025: 857 institutionsQ3 2025: 894 institutionsQ4 2025: 936 institutionsQ1 2026: 925 institutionsQ2 2026: 904 institutions
Value heldQ3 2023: $15.7B
Q1 2021: $12.3BQ2 2021: $13.2BQ3 2021: $14.0BQ4 2021: $15.5BQ1 2022: $17.3BQ2 2022: $14.3BQ3 2022: $16.1BQ4 2022: $17.5BQ1 2023: $14.8BQ2 2023: $16.5BQ3 2023: $15.7BQ4 2023: $17.4BQ1 2024: $19.9BQ2 2024: $18.9BQ3 2024: $19.1BQ4 2024: $23.9BQ1 2025: $21.8BQ2 2025: $23.8BQ3 2025: $26.0BQ4 2025: $24.6BQ1 2026: $22.0BQ2 2026: $23.1B
Institutions holding RJF and their total value by quarter
QuarterHoldersValue
Q2 2026904$23.1B
Q1 2026925$22.0B
Q4 2025936$24.6B
Q3 2025894$26.0B
Q2 2025857$23.8B
Q1 2025858$21.8B
Q4 2024840$23.9B
Q3 2024768$19.1B
Q2 2024751$18.9B
Q1 2024729$19.9B
Q4 2023720$17.4B
Q3 2023658$15.7B
Q2 2023644$16.5B
Q1 2023664$14.8B
Q4 2022701$17.5B
Q3 2022666$16.1B
Q2 2022657$14.3B
Q1 2022664$17.3B
Q4 2021638$15.5B
Q3 2021583$14.0B
Q2 2021565$13.2B
Q1 2021552$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.

Institutions holding RJF in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Management Professionals, Inc.2$00.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.0$120.00%0New
Colonial Trust Advisors2$2010.00%00.0%Unchanged
Rosenberg Matthew Hamilton3$3010.00%00.0%Unchanged
Sofos Investments, Inc.3$3680.00%−101−97.1%Reduced
Raleigh Capital Management Inc.4$3730.00%+4New
JJJ Advisors Inc.5$5030.00%−9−64.3%Reduced
Tfo-TDC, LLC5$5190.00%00.0%Unchanged
West Paces Advisors Inc.6$6030.00%00.0%Unchanged
Sunbelt Securities, Inc.7$7090.00%00.0%Unchanged
Harbour Investments, Inc.8$8030.00%00.0%Unchanged
TFC Financial Management9$9040.00%−3−25.0%Reduced
Glass Jacobson Investment Advisors llc9$9040.00%−1−10.0%Reduced
Gradient Investments LLC9$9040.00%+4+80.0%Added
Avion Wealth10$1.00K0.00%+5+100.0%Added
Bank of New Hampshire10$1.00K0.00%00.0%Unchanged
Fuller & Thaler Asset Management, Inc.11$1.10K0.00%00.0%Unchanged
Perkins Coie Trust Co13$1.30K0.00%+13New
USA Financial Portformulas Corp13$1.31K0.00%00.0%Unchanged
Venturi Wealth Management, LLC13$1.31K0.00%+10+333.3%Added
WFA Asset Management Corp13$1.31K0.00%+13New
Sandy Spring Bank14$1.41K0.00%+14New
Spire Wealth Management14$1.44K0.00%+1+7.7%Added
Washington Trust Advisors, Inc.15$1.51K0.00%+15New
Bokf, NA16$1.53K0.00%−45−73.8%Reduced
C M Bidwell & Associates Ltd16$1.61K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.18$1.81K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC18$1.81K0.00%00.0%Unchanged
Manchester Capital Management LLC19$1.91K0.00%00.0%Unchanged
Lee Financial Co19$1.92K0.00%00.0%Unchanged
Geneos Wealth Management Inc.21$2.11K0.00%00.0%Unchanged
Jones Financial Companies LLLP21$2.11K0.00%+21New
Versant Capital Management, Inc22$2.21K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC24$2.41K0.00%00.0%Unchanged
Larson Financial Group LLC24$2.43K0.00%+14+140.0%Added
SJS Investment Consulting Inc.27$2.71K0.00%+12+80.0%Added
Clearstead Advisors, LLC27$2.71K0.00%+27New
Abound Wealth Management28$2.81K0.00%00.0%Unchanged
Asset Dedication, LLC30$3.00K0.00%+30New
Raffa Wealth Management, LLC30$3.01K0.00%00.0%Unchanged
McIlrath & Eck, LLC33$3.28K0.00%00.0%Unchanged
Paloma Partners Management Co34$3.42K0.00%+34New
Key Financial Inc37$3.72K0.00%00.0%Unchanged
Centerpoint Advisors, LLC38$4.00K0.00%00.0%Unchanged
SkyView Investment Advisors, LLC38$4.00K0.00%00.0%Unchanged
KB Financial Partners, LLC36$4.00K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC40$4.02K0.00%+40New
SOA Wealth Advisors, LLC.41$4.13K0.00%00.0%Unchanged
Colonial Trust Co41$4.26K0.00%00.0%Unchanged
Concord Wealth Partners45$4.52K0.00%00.0%Unchanged
Copeland Capital Management, LLC49$4.92K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.52$5.10K0.00%00.0%Unchanged
Quent Capital, LLC55$5.52K0.00%00.0%Unchanged
Creative Financial Designs Inc66$6.63K0.00%00.0%Unchanged
Foster Dykema Cabot & Co Inc67$7.00K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.75$7.53K0.00%00.0%Unchanged
Steward Financial Group LLC80$8.00K0.00%+80New
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna80$8.03K0.00%+80New
Private Trust Co NA86$8.64K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP86$8.64K0.00%00.0%Unchanged
Bollard Group LLC94$9.00K0.00%00.0%Unchanged
GW&K Investment Management, LLC88$9.00K0.00%+3+3.5%Added
MV Capital Management, Inc.90$9.04K0.00%+2+2.3%Added
Hexagon Capital Partners LLC93$9.34K0.00%−6−6.1%Reduced
Tradition Wealth Management, LLC107$11.0K0.00%−23−17.7%Reduced
Glen Eagle Advisors, LLC110$11.0K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC111$11.2K0.00%00.0%Unchanged
Cornerstone Planning Group LLC112$11.2K0.00%+1+0.9%Added
Smithfield Trust Co120$12.0K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc121$12.2K0.00%00.0%Unchanged
Bell Investment Advisors, Inc122$12.3K0.00%−20−14.1%Reduced
LGT Financial Advisors LLC124$12.5K0.02%+124New
New Millennium Group LLC132$13.3K0.01%00.0%Unchanged
Glassman Wealth Services141$14.2K0.00%00.0%Unchanged
Princeton Global Asset Management LLC145$14.6K0.00%00.0%Unchanged
First Community Trust NA163$16.4K0.02%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.171$17.2K0.01%+1+0.6%Added
Valley National Advisers Inc177$18.0K0.00%00.0%Unchanged
Covestor Ltd208$21.0K0.02%+74+55.2%Added
Cullen/Frost Bankers, Inc.228$22.9K0.00%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt232$23.4K0.00%00.0%Unchanged
Qube Research & Technologies Ltd237$23.8K0.00%+237New
Ofi Invest Asset Management253$24.0K0.00%+253New
Zions Bancorporation, N.A.239$24.0K0.00%+19+8.6%Added
Deseret Mutual Benefit Administrators243$24.4K0.01%−15−5.8%Reduced
Riggs Asset Managment Co. Inc.250$25.1K0.01%00.0%Unchanged
Bray Capital Advisors250$25.1K0.01%00.0%Unchanged
FinTrust Capital Advisors, LLC292$29.3K0.01%00.0%Unchanged
Westpac Banking Corp296$29.7K0.00%00.0%Unchanged
Advisors Asset Management, Inc.303$30.4K0.00%+303New
Loomis Sayles & Co L P321$32.0K0.00%−9,795−96.8%Reduced
RFP Financial Group LLC323$32.4K0.01%00.0%Unchanged
Front Row Advisors LLC339$34.2K0.02%+2+0.6%Added
Laurel Wealth Advisors LLC363$36.4K0.01%+2+0.6%Added
Massmutual Trust Co FSB366$36.8K0.00%+103+39.2%Added
TD Capital Management LLC375$37.7K0.00%−776−67.4%Reduced
Trust Co379$38.1K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC408$41.0K0.00%+3+0.7%Added
Addison Advisors LLC416$41.8K0.02%+103+32.9%Added
Allworth Financial LP417$41.9K0.00%+34+8.9%Added