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 |
|---|---|---|---|---|---|
| Staley Capital Advisers Inc | 6,253 | $628.0K | 0.03% | +30.0% | Added |
| Steward Partners Investment Advisory, LLC | 6,313 | $634.0K | 0.01% | +698+12.4% | Added |
| Empirical Finance, LLC | 6,343 | $637.0K | 0.05% | +674+11.9% | Added |
| Yorktown Management & Research Co Inc | 6,450 | $647.8K | 0.73% | 00.0% | Unchanged |
| GTS Securities LLC | 6,470 | $649.8K | 0.01% | +6,470 | New |
| NorthCrest Asset Manangement, LLC | 6,510 | $653.8K | 0.03% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 6,535 | $656.3K | 0.00% | −283,149−97.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,566 | $659.4K | 0.05% | −280−4.1% | Reduced |
| Cavalier Investments, LLC | 6,578 | $660.6K | 0.26% | +209+3.3% | Added |
| Wealthfront Advisers LLC | 6,652 | $668.1K | 0.00% | +19+0.3% | Added |
| Natixis Investment Managers International | 6,697 | $672.6K | 0.05% | +4,845+261.6% | Added |
| Banque Pictet & Cie SA | 6,884 | $691.4K | 0.01% | −10,536−60.5% | Reduced |
| Tranquility Partners, LLC | 6,887 | $691.7K | 0.30% | +1,573+29.6% | Added |
| Blueshift Asset Management, LLC | 6,892 | $692.2K | 0.41% | +2,280+49.4% | Added |
| TD Private Client Wealth LLC | 7,027 | $705.7K | 0.03% | +116+1.7% | Added |
| SG Americas Securities, LLC | 7,064 | $709.0K | 0.01% | −1,748−19.8% | Reduced |
| Metis Global Partners, LLC | 7,071 | $710.1K | 0.03% | +1,070+17.8% | Added |
| Apollon Wealth Management, LLC | 7,181 | $721.2K | 0.04% | −522−6.8% | Reduced |
| Signaturefd, LLC | 7,289 | $732.0K | 0.02% | +239+3.4% | Added |
| Saturna Capital CORP | 7,352 | $738.4K | 0.01% | 00.0% | Unchanged |
| Norinchukin Bank, The | 7,466 | $749.8K | 0.02% | −9,673−56.4% | Reduced |
| United Capital Financial Advisers, LLC | 7,554 | $758.6K | 0.00% | +163+2.2% | Added |
| Snowden Capital Advisors LLC | 7,673 | $770.6K | 0.03% | −145−1.9% | Reduced |
| Oak Thistle LLC | 7,744 | $777.7K | 0.23% | +7,744 | New |
| Metropolitan Life Insurance Co | 7,776 | $780.9K | 0.04% | −534−6.4% | Reduced |
| Capital Investment Advisors, LLC | 7,913 | $794.7K | 0.02% | +13+0.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 7,938 | $797.2K | 0.01% | +352+4.6% | Added |
| Trust Co of Toledo NA | 7,966 | $800.0K | 0.16% | −254−3.1% | Reduced |
| Jump Financial, LLC | 7,994 | $802.8K | 0.03% | +7,994 | New |
| Skylands Capital, LLC | 8,074 | $810.9K | 0.12% | −8,225−50.5% | Reduced |
| McMahon Financial Advisors, LLC | 8,078 | $811.3K | 0.25% | +5,446+206.9% | Added |
| We Are One Seven, LLC | 8,244 | $827.9K | 0.06% | −497−5.7% | Reduced |
| Bradley Foster & Sargent Inc | 8,165 | $847.3K | 0.02% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 8,650 | $868.7K | 0.75% | −200−2.3% | Reduced |
| Consolidated Planning Corp | 8,658 | $869.5K | 0.19% | +22+0.3% | Added |
| One + One Wealth Management, LLC | 8,699 | $873.6K | 0.57% | −1,799−17.1% | Reduced |
| XTX Topco Ltd | 8,720 | $875.8K | 0.15% | +8,720 | New |
| Gladstone Institutional Advisory LLC | 8,780 | $881.8K | 0.06% | +8,780 | New |
| Ossiam | 8,954 | $899.3K | 0.02% | +4,740+112.5% | Added |
| Financial Counselors Inc | 8,966 | $900.5K | 0.02% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 9,055 | $909.4K | 0.07% | +9,055 | New |
| Cetera Advisor Networks LLC | 9,105 | $914.4K | 0.01% | +8+0.1% | Added |
| RMB Capital Management, LLC | 9,124 | $916.3K | 0.03% | +16+0.2% | Added |
| Gryphon Financial Partners LLC | 9,141 | $918.1K | 0.22% | +40.0% | Added |
| West Michigan Advisors, LLC | 9,350 | $939.0K | 0.50% | −200−2.1% | Reduced |
| Panagora Asset Management Inc | 9,377 | $941.7K | 0.01% | +20.0% | Added |
| Quantinno Capital Management LP | 9,469 | $951.0K | 0.04% | +776+8.9% | Added |
| Prudential PLC | 9,733 | $977.5K | 0.01% | −1,384−12.4% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 9,785 | $982.7K | 0.23% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 9,807 | $984.9K | 0.13% | +89+0.9% | Added |
| Guggenheim Capital LLC | 9,846 | $988.8K | 0.01% | −1,425−12.6% | Reduced |
| New Mexico Educational Retirement Board | 9,875 | $992.0K | 0.04% | +500+5.3% | Added |
| Cresset Asset Management, LLC | 10,015 | $1.01M | 0.01% | +1,631+19.5% | Added |
| Commerce Bank | 10,256 | $1.03M | 0.01% | −1,339−11.5% | Reduced |
| Keybank National Association | 10,283 | $1.03M | 0.00% | +41+0.4% | Added |
| Western Wealth Management, LLC | 10,334 | $1.04M | 0.09% | +552+5.6% | Added |
| Community Capital Management, Inc. | 10,500 | $1.05M | 1.68% | −500−4.5% | Reduced |
| Atlas Wealth LLC | 10,591 | $1.06M | 0.20% | +15+0.1% | Added |
| Oarsman Capital, Inc. | 10,661 | $1.07M | 0.45% | +391+3.8% | Added |
| STRS Ohio | 10,851 | $1.09M | 0.00% | −189−1.7% | Reduced |
| First Foundation Advisors | 10,851 | $1.09M | 0.05% | +10,851 | New |
| Oxford Financial Group Ltd | 11,099 | $1.11M | 0.10% | −233−2.1% | Reduced |
| Allen Investment Management LLC | 11,150 | $1.12M | 0.02% | +11,150 | New |
| Unigestion Holding SA | 11,511 | $1.16M | 0.07% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 11,600 | $1.16M | 0.03% | −200−1.7% | Reduced |
| Achmea Investment Management B.V. | 11,650 | $1.17M | 0.03% | +11,170+2,327.1% | Added |
| Park Avenue Securities LLC | 11,923 | $1.20M | 0.02% | −3,002−20.1% | Reduced |
| Sabal Trust CO | 12,082 | $1.21M | 0.08% | −198−1.6% | Reduced |
| Meridian Wealth Advisors, LLC | 12,120 | $1.22M | 0.30% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 12,158 | $1.22M | 0.00% | +296+2.5% | Added |
| Ethic Inc. | 12,262 | $1.23M | 0.04% | +2,665+27.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,296 | $1.23M | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 12,332 | $1.24M | 0.01% | +200+1.6% | Added |
| Candriam Luxembourg S.C.A. | 12,710 | $1.28M | 0.01% | 00.0% | Unchanged |
| Hartford Investment Management Co | 12,844 | $1.29M | 0.05% | −533−4.0% | Reduced |
| Worth Venture Partners, LLC | 13,035 | $1.31M | 0.78% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 13,677 | $1.32M | 0.00% | −6,847−33.4% | Reduced |
| Securian Asset Management, Inc | 13,488 | $1.35M | 0.04% | −2,436−15.3% | Reduced |
| Dean Capital Management | 13,593 | $1.37M | 1.02% | +13,593 | New |
| Heritage Wealth Advisors | 13,860 | $1.39M | 0.08% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 14,197 | $1.40M | 0.74% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 14,068 | $1.41M | 0.57% | +10+0.1% | Added |
| King Luther Capital Management Corp | 14,209 | $1.43M | 0.01% | −473−3.2% | Reduced |
| Intech Investment Management LLC | 14,371 | $1.44M | 0.02% | +8,291+136.4% | Added |
| Oregon Public Employees Retirement Fund | 14,533 | $1.46M | 0.02% | −300−2.0% | Reduced |
| Empire Life Investments Inc. | 14,538 | $1.46M | 0.11% | −166−1.1% | Reduced |
| White Pine Capital LLC | 14,624 | $1.47M | 0.59% | −405−2.7% | Reduced |
| High Net Worth Advisory Group LLC | 14,631 | $1.47M | 0.59% | 00.0% | Unchanged |
| M&T Bank Corp | 14,682 | $1.47M | 0.01% | −232−1.6% | Reduced |
| Kentucky Retirement Systems | 14,706 | $1.48M | 0.05% | −628−4.1% | Reduced |
| Maryland State Retirement & Pension System | 14,920 | $1.50M | 0.03% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 15,026 | $1.51M | 0.29% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 14,880 | $1.51M | 0.01% | +11,272+312.4% | Added |
| Nordea Investment Management AB | 14,926 | $1.51M | 0.00% | −95,764−86.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 15,687 | $1.58M | 0.02% | +3,944+33.6% | Added |
| Moody National Bank Trust Division | 15,687 | $1.58M | 0.10% | +6,538+71.5% | Added |
| Teacher Retirement System of Texas | 15,704 | $1.58M | 0.01% | +235+1.5% | Added |
| Man Group plc | – | $1.63M | 0.01% | – | – |
| Swiss Life Asset Management Ltd | 16,466 | $1.65M | 0.03% | −31,946−66.0% | Reduced |
| Daiwa Securities Group Inc. | 16,539 | $1.66M | 0.01% | +547+3.4% | Added |