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 |
|---|---|---|---|---|---|
| Aft, Forsyth & Sober, LLC | 16,550 | $1.66M | 0.70% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 16,849 | $1.69M | 0.05% | +13+0.1% | Added |
| Mount Yale Investment Advisors, LLC | 16,958 | $1.70M | 0.19% | +599+3.7% | Added |
| Gyroscope Capital Management Group, LLC | 17,091 | $1.72M | 0.39% | +1,043+6.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,317 | $1.74M | 0.03% | +174+1.0% | Added |
| Teachers Retirement System of the State of Kentucky | 17,444 | $1.75M | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 17,663 | $1.77M | 0.04% | −467−2.6% | Reduced |
| Bank of Nova Scotia | 17,756 | $1.78M | 0.00% | +1,701+10.6% | Added |
| Storebrand Asset Management AS | 17,947 | $1.80M | 0.01% | −249−1.4% | Reduced |
| CIBC Private Wealth Group, LLC | 18,207 | $1.83M | 0.00% | −38,538−67.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 18,238 | $1.83M | 0.08% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 18,308 | $1.84M | 0.02% | −141−0.8% | Reduced |
| HighTower Advisors, LLC | 18,445 | $1.85M | 0.00% | +827+4.7% | Added |
| JustInvest LLC | 18,539 | $1.86M | 0.06% | +222+1.2% | Added |
| Assetmark, Inc | 18,568 | $1.86M | 0.01% | +992+5.6% | Added |
| SPC Financial, Inc. | 18,750 | $1.88M | 0.21% | −700−3.6% | Reduced |
| Gulf International Bank (UK) Ltd | 18,895 | $1.90M | 0.05% | −1,601−7.8% | Reduced |
| Systematic Financial Management LP | 19,151 | $1.92M | 0.06% | −1,410−6.9% | Reduced |
| Neuberger Berman Group LLC | 19,173 | $1.93M | 0.00% | +17+0.1% | Added |
| Gotham Asset Management, LLC | 19,518 | $1.96M | 0.04% | −50.0% | Reduced |
| Level Four Advisory Services, LLC | 19,650 | $1.97M | 0.13% | +378+2.0% | Added |
| QRG Capital Management, Inc. | 19,869 | $2.00M | 0.03% | +19,869 | New |
| GYL Financial Synergies, LLC | 20,649 | $2.07M | 0.20% | −334−1.6% | Reduced |
| Sweet Financial Partners, LLC | 20,781 | $2.09M | 0.55% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 20,886 | $2.10M | 0.00% | −4,745−18.5% | Reduced |
| Walleye Trading LLC | 20,952 | $2.10M | 0.05% | +20,952 | New |
| Atria Investments LLC | 21,166 | $2.13M | 0.04% | +462+2.2% | Added |
| GWM Advisors LLC | 21,182 | $2.13M | 0.02% | +605+2.9% | Added |
| Allianz Asset Management GmbH | 21,331 | $2.14M | 0.00% | −2,359−10.0% | Reduced |
| Kaydan Wealth Management, Inc. | 21,375 | $2.15M | 0.86% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 21,478 | $2.16M | 0.02% | +444+2.1% | Added |
| Truist Financial Corp | 22,152 | $2.22M | 0.00% | −1,014−4.4% | Reduced |
| Franklin Resources Inc | 22,202 | $2.23M | 0.00% | −85−0.4% | Reduced |
| Tower Research Capital LLC (TRC) | 22,692 | $2.28M | 0.07% | +14,594+180.2% | Added |
| Public Employees Retirement Association of Colorado | 22,737 | $2.28M | 0.01% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 22,927 | $2.30M | 0.38% | +5,205+29.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 23,567 | $2.37M | 0.01% | +23,567 | New |
| Mariner, LLC | 23,749 | $2.39M | 0.01% | +798+3.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 23,904 | $2.40M | 0.01% | +2,681+12.6% | Added |
| Center for Financial Planning, Inc. | 23,948 | $2.41M | 0.52% | −214−0.9% | Reduced |
| The PNC Financial Services Group, Inc. | 23,970 | $2.41M | 0.00% | −354−1.5% | Reduced |
| Xponance, Inc. | 24,328 | $2.44M | 0.03% | +386+1.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 24,373 | $2.45M | 0.16% | +8,377+52.4% | Added |
| Regions Financial Corp | 25,333 | $2.54M | 0.02% | −766−2.9% | Reduced |
| MML Investors Services, LLC | 25,431 | $2.55M | 0.01% | +537+2.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 26,411 | $2.65M | 0.01% | +26,411 | New |
| Barnes Pettey Financial Advisors, LLC | 26,908 | $2.70M | 2.48% | +41+0.2% | Added |
| KBC Group NV | 27,848 | $2.80M | 0.01% | −15,800−36.2% | Reduced |
| CIBC Asset Management Inc | 27,933 | $2.81M | 0.01% | −543−1.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 28,064 | $2.82M | 0.01% | +661+2.4% | Added |
| Cardinal Capital Management | 28,201 | $2.84M | 0.58% | +294+1.1% | Added |
| Janus Henderson Group PLC | 28,639 | $2.88M | 0.00% | −2,080−6.8% | Reduced |
| Graphene Investments SAS | 29,000 | $2.91M | 2.04% | −2,200−7.1% | Reduced |
| First Hawaiian Bank | 29,293 | $2.94M | 0.10% | −17−0.1% | Reduced |
| Brinker Capital Investments, LLC | 29,476 | $2.96M | 0.04% | −1,057−3.5% | Reduced |
| Orion Portfolio Solutions, LLC | 29,476 | $2.96M | 0.04% | −1,057−3.5% | Reduced |
| State of Tennessee, Treasury Department | 29,862 | $3.00M | 0.01% | −510−1.7% | Reduced |
| New York Life Investment Management LLC | 30,064 | $3.02M | 0.03% | −596−1.9% | Reduced |
| CIBC World Markets Corp | 30,187 | $3.03M | 0.03% | −8,714−22.4% | Reduced |
| DnB Asset Management AS | 30,446 | $3.06M | 0.02% | −509−1.6% | Reduced |
| TownSquare Capital, LLC | 31,787 | $3.19M | 0.06% | −1,953−5.8% | Reduced |
| DekaBank Deutsche Girozentrale | 31,982 | $3.20M | 0.01% | −2,556−7.4% | Reduced |
| Natixis | 32,367 | $3.25M | 0.03% | +32,367 | New |
| Utah Retirement Systems | 32,646 | $3.28M | 0.05% | −900−2.7% | Reduced |
| Czech National Bank | 32,852 | $3.30M | 0.05% | +10,274+45.5% | Added |
| Forsta Ap-Fonden | 32,900 | $3.30M | 0.04% | −1,800−5.2% | Reduced |
| First Republic Investment Management, Inc. | 33,075 | $3.32M | 0.01% | −206−0.6% | Reduced |
| Tredje AP-fonden | 33,227 | $3.34M | 0.05% | −3,699−10.0% | Reduced |
| NBW Capital LLC | 34,121 | $3.43M | 0.84% | −166−0.5% | Reduced |
| Yousif Capital Management, LLC | 34,628 | $3.48M | 0.04% | −1,287−3.6% | Reduced |
| Siemens Fonds Invest GmbH | 34,874 | $3.50M | 0.35% | −5,215−13.0% | Reduced |
| Mutual of America Capital Management LLC | 35,270 | $3.54M | 0.04% | +220+0.6% | Added |
| Oppenheimer Asset Management Inc. | 35,626 | $3.58M | 0.05% | +633+1.8% | Added |
| Alpine Woods Capital Investors, LLC | 36,300 | $3.65M | 0.59% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 36,509 | $3.67M | 1.52% | −95−0.3% | Reduced |
| Central Bank & Trust Co | 36,673 | $3.68M | 0.64% | −6,941−15.9% | Reduced |
| Tower Bridge Advisors | 36,929 | $3.71M | 0.34% | −100−0.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 37,792 | $3.80M | 0.03% | +4,530+13.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 38,260 | $3.84M | 0.03% | −83−0.2% | Reduced |
| New England Professional Planning Group Inc. | 39,301 | $3.95M | 2.44% | +156+0.4% | Added |
| National Bank of Canada | 40,608 | $3.98M | 0.01% | +8,164+25.2% | Added |
| LMG Wealth Partners, LLC | 39,698 | $3.99M | 1.21% | −266−0.7% | Reduced |
| Ancora Advisors, LLC | 39,907 | $4.01M | 0.11% | −400−1.0% | Reduced |
| Westfield Capital Management Co LP | 40,095 | $4.03M | 0.03% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 40,365 | $4.05M | 0.01% | +20,950+107.9% | Added |
| ProShare Advisors LLC | 41,392 | $4.16M | 0.01% | −11,377−21.6% | Reduced |
| IFM Investors Pty Ltd | 41,493 | $4.17M | 0.05% | +1,507+3.8% | Added |
| Janney Montgomery Scott LLC | 41,528 | $4.17M | 0.02% | +732+1.8% | Added |
| Fifth Third Bancorp | 41,972 | $4.22M | 0.02% | −732−1.7% | Reduced |
| Retirement Systems of Alabama | 42,500 | $4.27M | 0.02% | −846−2.0% | Reduced |
| Handelsbanken Fonder AB | 42,767 | $4.29M | 0.02% | −300−0.7% | Reduced |
| Texas Permanent School Fund | 43,161 | $4.33M | 0.04% | −1,585−3.5% | Reduced |
| Commonwealth Equity Services, LLC | 43,235 | $4.34M | 0.01% | +6,694+18.3% | Added |
| Resources Investment Advisors, LLC. | 44,088 | $4.43M | 0.10% | +36,181+457.6% | Added |
| D.A. Davidson & Co. | 45,141 | $4.53M | 0.05% | −169−0.4% | Reduced |
| USS Investment Management Ltd | 45,146 | $4.53M | 0.05% | +734+1.7% | Added |
| Public Sector Pension Investment Board | 45,202 | $4.54M | 0.03% | +1,571+3.6% | Added |
| Comerica Bank | 45,211 | $4.54M | 0.02% | −321,937−87.7% | Reduced |
| ExodusPoint Capital Management, LP | 45,433 | $4.56M | 0.06% | +40,396+802.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 45,764 | $4.60M | 0.06% | +2,200+5.1% | Added |