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 |
|---|---|---|---|---|---|
| Samalin Investment Counsel, LLC | 2,586 | $259.7K | 0.15% | −55−2.1% | Reduced |
| Checchi Capital Advisers, LLC | 2,595 | $260.6K | 0.02% | −19−0.7% | Reduced |
| Atria Wealth Solutions, Inc. | 2,598 | $262.0K | 0.00% | −104−3.8% | Reduced |
| Gsa Capital Partners LLP | 2,614 | $263.0K | 0.02% | +2,614 | New |
| Moseley Investment Management Inc | 2,625 | $263.6K | 0.16% | −116−4.2% | Reduced |
| Fund Management at Engine No. 1 LLC | 2,686 | $269.8K | 0.04% | +202+8.1% | Added |
| MTM Investment Management, LLC | 2,700 | $271.2K | 0.14% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 2,718 | $273.0K | 0.01% | +318+13.3% | Added |
| Evercore Wealth Management, LLC | 2,728 | $274.0K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,728 | $274.0K | 0.01% | +70+2.6% | Added |
| Novare Capital Management LLC | 2,730 | $274.2K | 0.03% | 00.0% | Unchanged |
| Collective Family Office LLC | 2,734 | $274.6K | 0.11% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 2,760 | $277.2K | 0.04% | +15+0.5% | Added |
| Brevan Howard Capital Management LP | 2,792 | $280.4K | 0.08% | +2,792 | New |
| Federation des caisses Desjardins du Quebec | 2,805 | $281.7K | 0.00% | −403−12.6% | Reduced |
| Flagship Harbor Advisors, LLC | 2,859 | $287.1K | 0.02% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,880 | $289.2K | 0.03% | −20−0.7% | Reduced |
| DoubleLine ETF Adviser LP | 2,896 | $290.8K | 0.10% | +138+5.0% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,925 | $293.8K | 0.05% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 2,976 | $298.8K | 0.20% | +11+0.4% | Added |
| Malaga Cove Capital, LLC | 2,989 | $300.2K | 0.14% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 3,000 | $301.3K | 0.10% | +3,000 | New |
| Clarus Group, Inc. | 3,077 | $309.0K | 0.22% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 3,084 | $309.7K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 3,110 | $312.3K | 0.03% | +383+14.0% | Added |
| Tectonic Advisors LLC | 3,116 | $312.9K | 0.03% | +3,116 | New |
| Garda Capital Partners LP | 3,202 | $321.6K | 0.20% | +3,202 | New |
| Worldquant Millennium Advisors LLC | 3,239 | $325.3K | 0.01% | +3,239 | New |
| Cetera Investment Advisers | 3,249 | $326.3K | 0.00% | −710−17.9% | Reduced |
| First Eagle Investment Management, LLC | 3,250 | $326.4K | 0.00% | +287+9.7% | Added |
| Northwestern Mutual Wealth Management Co | 3,284 | $329.9K | 0.00% | −306−8.5% | Reduced |
| Great Lakes Retirement, Inc. | 3,293 | $330.7K | 0.06% | −69−2.1% | Reduced |
| Texas Yale Capital Corp. | 3,375 | $339.0K | 0.02% | −3,375−50.0% | Reduced |
| Aspen Grove Capital, LLC | 3,437 | $346.6K | 0.13% | +3,437 | New |
| Campbell & CO Investment Adviser LLC | 3,482 | $349.7K | 0.04% | +3,482 | New |
| Avantax Advisory Services, Inc. | 3,489 | $350.4K | 0.00% | +401+13.0% | Added |
| Huntington National Bank | 3,493 | $350.8K | 0.00% | −106−2.9% | Reduced |
| Lloyd Advisory Services, LLC. | 3,527 | $354.2K | 0.12% | +3,527 | New |
| Norden Group LLC | 3,527 | $354.2K | 0.12% | +3,527 | New |
| Essex Financial Services, Inc. | 3,566 | $358.2K | 0.04% | −177−4.7% | Reduced |
| Fulton Bank, N.A. | 3,577 | $359.2K | 0.02% | −65−1.8% | Reduced |
| Jackson Creek Investment Advisors LLC | 3,603 | $362.0K | 0.15% | −228−6.0% | Reduced |
| Symmetry Partners, LLC | 3,604 | $362.0K | 0.02% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 3,635 | $367.0K | 0.07% | −54−1.5% | Reduced |
| V-Square Quantitative Management LLC | 3,662 | $367.8K | 0.16% | +2,140+140.6% | Added |
| Quantbot Technologies LP | 3,666 | $368.2K | 0.02% | +3,666 | New |
| Greenleaf Trust | 3,683 | $369.9K | 0.00% | +118+3.3% | Added |
| Argus Investors' Counsel, Inc. | 3,748 | $376.4K | 0.27% | −69−1.8% | Reduced |
| Visionary Wealth Advisors | 3,780 | $379.6K | 0.03% | +10.0% | Added |
| Alberta Investment Management Corp | 3,800 | $381.6K | 0.00% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 3,804 | $382.0K | 0.06% | −92−2.4% | Reduced |
| IFP Advisors, Inc | 3,830 | $384.7K | 0.02% | −140−3.5% | Reduced |
| Shulman DeMeo Asset Management LLC | 3,847 | $386.3K | 0.13% | −118−3.0% | Reduced |
| Great Valley Advisor Group, Inc. | 3,855 | $387.2K | 0.02% | +118+3.2% | Added |
| Ieq Capital, LLC | 3,866 | $388.3K | 0.01% | +973+33.6% | Added |
| NJ State Employees Deferred Compensation Plan | 4,000 | $401.7K | 0.06% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 4,054 | $407.1K | 0.28% | −100−2.4% | Reduced |
| Waterloo Capital, L.P. | 4,069 | $408.6K | 0.12% | −508−11.1% | Reduced |
| CIBC World Markets Inc. | 4,111 | $413.0K | 0.00% | +4,111 | New |
| Choate Investment Advisors | 4,153 | $417.1K | 0.02% | +4,153 | New |
| Global Financial Private Client, LLC | 4,282 | $420.0K | 0.22% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 4,229 | $424.7K | 0.00% | −26,920−86.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,388 | $440.7K | 0.04% | +4,388 | New |
| Harrell Investment Partners, LLC | 4,667 | $457.7K | 0.16% | −126−2.6% | Reduced |
| Vestcor Inc | 4,568 | $459.0K | 0.02% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 4,682 | $470.2K | 0.00% | +882+23.2% | Added |
| Baird Financial Group, Inc. | 4,712 | $473.2K | 0.00% | +175+3.9% | Added |
| National Asset Management, Inc. | 4,697 | $473.7K | 0.01% | −3,364−41.7% | Reduced |
| Intrust Bank NA | 4,755 | $477.5K | 0.06% | +104+2.2% | Added |
| Centiva Capital, LP | 4,772 | $479.3K | 0.02% | −3,323−41.1% | Reduced |
| Kestra Advisory Services, LLC | 4,784 | $480.5K | 0.00% | −1,868−28.1% | Reduced |
| Principal Street Partners, LLC | 4,828 | $484.9K | 0.10% | +53+1.1% | Added |
| Hamilton Capital Partners Inc. | 4,864 | $488.5K | 0.18% | +837+20.8% | Added |
| Swedbank AB | 4,904 | $492.5K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 4,952 | $497.3K | 0.01% | −38−0.8% | Reduced |
| Dock Street Asset Management Inc | 4,979 | $500.0K | 0.09% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 5,000 | $502.1K | 0.01% | 00.0% | Unchanged |
| Maltese Capital Management LLC | 5,000 | $502.1K | 0.19% | +5,000 | New |
| Tokio Marine Asset Management Co Ltd | 5,023 | $504.5K | 0.03% | +492+10.9% | Added |
| Forum Financial Management, LP | 5,075 | $509.7K | 0.01% | +15+0.3% | Added |
| Covenant Partners, LLC | 5,093 | $511.5K | 0.19% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 5,098 | $512.0K | 0.05% | −56−1.1% | Reduced |
| Guinness Asset Management LTD | 5,188 | $521.0K | 0.01% | −585−10.1% | Reduced |
| Wolverine Trading, LLC | 5,290 | $531.3K | 0.01% | +5,290 | New |
| Gateway Investment Advisers LLC | 5,319 | $534.2K | 0.01% | −9−0.2% | Reduced |
| Ontario Teachers Pension Plan Board | 5,395 | $541.8K | 0.01% | +5,395 | New |
| Bill Few Associates, Inc. | 5,445 | $546.8K | 0.29% | 00.0% | Unchanged |
| Shell Asset Management Co | 5,482 | $551.0K | 0.02% | −106−1.9% | Reduced |
| Kestra Private Wealth Services, LLC | 5,618 | $564.2K | 0.02% | +742+15.2% | Added |
| Systematic Alpha Investments, LLC | 5,700 | $572.5K | 0.03% | 00.0% | Unchanged |
| Threadgill Financial, LLC | 5,772 | $574.3K | 0.44% | −17−0.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,747 | $577.2K | 0.17% | −5,843−50.4% | Reduced |
| Balyasny Asset Management LLC | 5,748 | $577.3K | 0.00% | −1,751−23.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,932 | $595.8K | 0.02% | −84−1.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,941 | $596.7K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 6,027 | $605.3K | 0.01% | +6+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,135 | $616.0K | 0.00% | +160+2.7% | Added |
| Toroso Investments, LLC | 6,153 | $617.9K | 0.02% | +2,269+58.4% | Added |
| HBK Sorce Advisory LLC | 6,186 | $621.3K | 0.03% | −166−2.6% | Reduced |
| Advisor Partners II, LLC | 6,198 | $622.5K | 0.02% | +266+4.5% | Added |