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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 421 | $42.3K | 0.01% | +3+0.7% | Added |
| Pinnacle Financial Partners Inc | 442 | $44.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 444 | $44.6K | 0.00% | −177−28.5% | Reduced |
| Kapitalo Investimentos Ltda | 446 | $44.8K | 0.01% | +446 | New |
| Resources Management Corp | 472 | $47.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 482 | $48.4K | 0.00% | −9−1.8% | Reduced |
| Farther Finance Advisors, LLC | 488 | $49.0K | 0.01% | +3+0.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 493 | $50.0K | 0.00% | −156−24.0% | Reduced |
| EverSource Wealth Advisors, LLC | 500 | $50.2K | 0.01% | −446−47.1% | Reduced |
| Alta Advisers Ltd | 500 | $50.2K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 522 | $52.0K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 518 | $52.0K | 0.03% | +302+139.8% | Added |
| Ci Investments Inc. | 560 | $56.0K | 0.00% | +16+2.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 606 | $60.9K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 675 | $67.8K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 717 | $72.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 719 | $72.2K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 752 | $75.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 767 | $77.0K | 0.02% | +280+57.5% | Added |
| Federated Hermes, Inc. | 777 | $78.0K | 0.00% | +745+2,328.1% | Added |
| Caldwell Trust Co | 869 | $87.3K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 909 | $91.3K | 0.01% | +59+6.9% | Added |
| Stephenson National Bank & Trust | 976 | $98.0K | 0.05% | +769+371.5% | Added |
| Quadrant Capital Group LLC | 1,002 | $100.6K | 0.01% | +156+18.4% | Added |
| Caisse de Depot Et Placement du Quebec | 1,024 | $102.8K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,024 | $102.8K | 0.04% | +724+241.3% | Added |
| Sentry Investment Management LLC | 1,091 | $110.0K | 0.05% | −183−14.4% | Reduced |
| PSI Advisors, LLC | 1,157 | $116.2K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,240 | $120.7K | 0.01% | +26+2.1% | Added |
| Desjardins Global Asset Management Inc. | 1,213 | $121.8K | 0.01% | −617−33.7% | Reduced |
| UniSuper Management Pty Ltd | 1,400 | $140.6K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,493 | $150.0K | 0.00% | +157+11.8% | Added |
| Deane Retirement Strategies, Inc. | 1,507 | $151.3K | 0.08% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 1,519 | $152.6K | 0.11% | −347−18.6% | Reduced |
| Parallel Advisors, LLC | 1,595 | $160.2K | 0.01% | +79+5.2% | Added |
| HM Payson & Co | 1,700 | $170.7K | 0.00% | −100−5.6% | Reduced |
| First Horizon Advisors, Inc. | 1,715 | $172.2K | 0.01% | +7+0.4% | Added |
| Robeco Institutional Asset Management B.V. | 1,745 | $175.3K | 0.00% | −9,357−84.3% | Reduced |
| Credit Agricole S A | 1,768 | $177.6K | 0.01% | +1,768 | New |
| Central Trust Co | 1,770 | $177.8K | 0.01% | +82+4.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,800 | $181.5K | 0.10% | +1,800 | New |
| Eagle Bay Advisors LLC | 1,972 | $198.1K | 0.09% | +575+41.2% | Added |
| Old Mission Capital LLC | 1,993 | $200.2K | 0.01% | +1,993 | New |
| Arthur M. Cohen & Associates, LLC | 2,000 | $200.9K | 0.05% | 00.0% | Unchanged |
| Empowered Funds, LLC | 2,001 | $201.0K | 0.01% | +2,001 | New |
| Personal Cfo Solutions, LLC | 2,029 | $203.8K | 0.04% | +39+2.0% | Added |
| Integrated Wealth Concepts LLC | 2,033 | $204.2K | 0.00% | −259−11.3% | Reduced |
| Boston Private Wealth LLC | 2,046 | $205.5K | 0.00% | +108+5.6% | Added |
| Cigna Investments Inc | 2,053 | $206.0K | 0.05% | −267−11.5% | Reduced |
| Penserra Capital Management LLC | 2,075 | $207.0K | 0.00% | −135−6.1% | Reduced |
| Laurion Capital Management LP | 2,073 | $208.2K | 0.01% | +2,073 | New |
| Coldstream Capital Management Inc | 2,089 | $209.8K | 0.01% | +10+0.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,114 | $212.3K | 0.03% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 2,122 | $213.2K | 0.02% | +42+2.0% | Added |
| Schechter Investment Advisors, LLC | 2,141 | $215.0K | 0.02% | −27−1.2% | Reduced |
| Crestwood Advisors Group LLC | 2,142 | $215.1K | 0.01% | +2,142 | New |
| Revolve Wealth Partners, LLC | 2,145 | $215.4K | 0.05% | +2,145 | New |
| Profund Advisors LLC | 2,156 | $216.5K | 0.01% | −164−7.1% | Reduced |
| Ameritas Investment Partners, Inc. | 2,169 | $217.8K | 0.01% | −215−9.0% | Reduced |
| Cadent Capital Advisors, LLC | 2,175 | $218.4K | 0.11% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 2,181 | $219.0K | 0.04% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 2,193 | $220.2K | 0.02% | −170−7.2% | Reduced |
| Leuthold Group, LLC | 2,200 | $220.9K | 0.03% | −45−2.0% | Reduced |
| Park Place Capital Corp | 2,203 | $221.2K | 0.06% | −10−0.5% | Reduced |
| Dakota Wealth Management | 2,208 | $221.8K | 0.01% | −735−25.0% | Reduced |
| Mirabella Financial Services LLP | 2,209 | $221.8K | 0.03% | +2,209 | New |
| Principle Wealth Partners LLC | 2,225 | $223.5K | 0.02% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 2,229 | $223.9K | 0.03% | +2,229 | New |
| Ronald Blue Trust, Inc. | 2,171 | $225.0K | 0.00% | +1,481+214.6% | Added |
| Petrus Trust Company, LTA | 2,243 | $225.3K | 0.02% | +2,243 | New |
| Canandaigua National Bank & Trust Co | 2,248 | $225.8K | 0.04% | −63−2.7% | Reduced |
| Corundum Group, Inc. | 2,250 | $226.0K | 0.13% | 00.0% | Unchanged |
| Trust Asset Management LLC | 2,261 | $227.1K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 2,254 | $227.3K | 0.02% | −76−3.3% | Reduced |
| RBA Wealth Management, LLC | 2,269 | $227.9K | 0.11% | −215−8.7% | Reduced |
| Sutton Wealth Advisors Inc. | 2,270 | $228.0K | 0.11% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 2,278 | $228.8K | 0.01% | −39−1.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,281 | $229.1K | 0.01% | +290+14.6% | Added |
| South Dakota Investment Council | 2,300 | $231.0K | 0.01% | −200−8.0% | Reduced |
| Vantage Consulting Group Inc | 2,314 | $232.4K | 0.16% | −245−9.6% | Reduced |
| Syntax Advisors, LLC | 2,314 | $232.4K | 0.20% | −245−9.6% | Reduced |
| Harbor Investment Advisory, LLC | 2,317 | $232.7K | 0.03% | −1,559−40.2% | Reduced |
| Royce & Associates LP | 2,320 | $233.0K | 0.00% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 2,318 | $233.8K | 0.09% | +361+18.4% | Added |
| Bleakley Financial Group, LLC | 2,344 | $235.4K | 0.01% | −350−13.0% | Reduced |
| Sawtooth Solutions, LLC | 2,344 | $235.4K | 0.01% | −278−10.6% | Reduced |
| Shelton Capital Management | 2,353 | $236.3K | 0.01% | 00.0% | Unchanged |
| Veriti Management LLC | 2,357 | $236.7K | 0.03% | +47+2.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,374 | $238.0K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,418 | $242.8K | 0.09% | −18−0.7% | Reduced |
| Dynamic Advisor Solutions LLC | 2,442 | $245.3K | 0.01% | +2,442 | New |
| Darwin Advisors, LLC | 2,448 | $245.9K | 0.07% | +59+2.5% | Added |
| Horizon Family Wealth, Inc. | 2,448 | $245.9K | 0.24% | +217+9.7% | Added |
| Edmp, Inc. | 2,457 | $246.8K | 0.25% | +2,457 | New |
| Salem Investment Counselors Inc | 2,458 | $247.9K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 2,493 | $250.4K | 0.01% | +2,493 | New |
| Alliance Wealth Advisors, LLC | 2,495 | $250.6K | 0.09% | +4+0.2% | Added |
| Blue Chip Partners, Inc. | 2,504 | $251.5K | 0.03% | +10+0.4% | Added |
| Boothbay Fund Management, LLC | 2,531 | $254.2K | 0.01% | +2,531 | New |
| Phillips Wealth Planners LLC | 2,633 | $255.0K | 0.35% | +22+0.8% | Added |