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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 45,962 | $4.62M | 0.00% | +4,690+11.4% | Added |
| Cahaba Wealth Management, Inc. | 46,254 | $4.65M | 0.51% | +10.0% | Added |
| MetLife Investment Management | 46,512 | $4.67M | 0.04% | −1,986−4.1% | Reduced |
| Smith, Graham & Co., Investment Advisors, LP | 46,613 | $4.68M | 0.58% | −412−0.9% | Reduced |
| Captrust Financial Advisors | 47,306 | $4.75M | 0.02% | −5,585−10.6% | Reduced |
| Raymond James Trust N.A. | 47,609 | $4.78M | 0.14% | −33−0.1% | Reduced |
| State of Alaska, Department of Revenue | 48,120 | $4.83M | 0.06% | −108,240−69.2% | Reduced |
| Standard Life Aberdeen plc | 48,892 | $4.91M | 0.01% | −6,549−11.8% | Reduced |
| Amalgamated Bank | 49,076 | $4.93M | 0.04% | −342−0.7% | Reduced |
| State of Michigan Retirement System | 51,544 | $5.18M | 0.03% | −900−1.7% | Reduced |
| Squarepoint Ops LLC | 51,955 | $5.22M | 0.03% | +44,646+610.8% | Added |
| Nomura Asset Management Co Ltd | 52,422 | $5.26M | 0.02% | −1,687−3.1% | Reduced |
| Citizens Financial Group Inc | 52,865 | $5.31M | 0.22% | −2,867−5.1% | Reduced |
| Creative Planning | 53,639 | $5.39M | 0.01% | +181+0.3% | Added |
| American International Group, Inc. | 53,907 | $5.41M | 0.04% | −5,378−9.1% | Reduced |
| Arizona State Retirement System | 54,923 | $5.52M | 0.05% | −910−1.6% | Reduced |
| Logan Capital Management Inc | 55,182 | $5.54M | 0.28% | −3,760−6.4% | Reduced |
| Lido Advisors, LLC | 59,204 | $5.95M | 0.07% | +52,717+812.7% | Added |
| Advisor Group Holdings, Inc. | 59,831 | $6.01M | 0.01% | +8,543+16.7% | Added |
| Korea Investment CORP | 60,450 | $6.07M | 0.02% | −1,579−2.5% | Reduced |
| Ensign Peak Advisors, Inc | 61,190 | $6.15M | 0.01% | +250+0.4% | Added |
| Palmer Knight Co | 62,655 | $6.29M | 4.22% | −507−0.8% | Reduced |
| Rafferty Asset Management, LLC | 63,078 | $6.33M | 0.04% | +1,812+3.0% | Added |
| Am Investment Strategies LLC | 64,063 | $6.43M | 2.09% | 00.0% | Unchanged |
| Voya Investment Management LLC | 64,068 | $6.43M | 0.01% | −2,810−4.2% | Reduced |
| Peterson Wealth Services | 64,864 | $6.51M | 4.87% | +1,725+2.7% | Added |
| Nemes Rush Group LLC | 65,267 | $6.55M | 1.19% | −2,446−3.6% | Reduced |
| Stifel Financial Corp | 66,243 | $6.65M | 0.01% | −3,852−5.5% | Reduced |
| Private Capital Management, LLC | 67,308 | $6.76M | 0.82% | −4,177−5.8% | Reduced |
| Aviva PLC | 70,550 | $7.09M | 0.03% | +63,171+856.1% | Added |
| Burney Co | 71,069 | $7.14M | 0.33% | −1,315−1.8% | Reduced |
| Bryn Mawr Trust Co | 71,199 | $7.15M | 0.31% | −2,676−3.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 71,222 | $7.15M | 0.03% | +3,989+5.9% | Added |
| US Bancorp | 72,911 | $7.32M | 0.01% | +63+0.1% | Added |
| Toronto Dominion Bank | 74,573 | $7.49M | 0.01% | −27,759−27.1% | Reduced |
| Bragg Financial Advisors, Inc | 76,406 | $7.67M | 0.41% | +528+0.7% | Added |
| BNP Paribas Arbitrage, SA | 76,650 | $7.70M | 0.02% | −124,630−61.9% | Reduced |
| Voloridge Investment Management, LLC | 77,231 | $7.76M | 0.04% | +74,601+2,836.5% | Added |
| CWA Asset Management Group, LLC | 79,007 | $7.93M | 0.59% | +1,974+2.6% | Added |
| Public Employees Retirement System of Ohio | 81,385 | $8.17M | 0.04% | −14,784−15.4% | Reduced |
| Asset Management One Co.,Ltd. | 81,574 | $8.19M | 0.04% | −199−0.2% | Reduced |
| Walleye Capital LLC | 82,384 | $8.27M | 0.12% | +24,571+42.5% | Added |
| Treasurer of the State of North Carolina | 85,513 | $8.59M | 0.05% | −2,440−2.8% | Reduced |
| Nisa Investment Advisors, LLC | 87,621 | $8.80M | 0.07% | −2,802−3.1% | Reduced |
| Illinois Municipal Retirement Fund | 93,662 | $9.41M | 0.18% | +23,574+33.6% | Added |
| Azora Capital LP | 95,773 | $9.62M | 1.06% | +20,325+26.9% | Added |
| Mn Services Vermogensbeheer B.V. | 97,500 | $9.79M | 0.09% | 00.0% | Unchanged |
| HRT Financial LP | 100,504 | $10.1M | 0.10% | +89,234+791.8% | Added |
| Jane Street Group, LLC | 101,173 | $10.2M | 0.02% | −10,324−9.3% | Reduced |
| Frontier Capital Management Co LLC | 101,706 | $10.2M | 0.11% | −1,014−1.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 105,651 | $10.6M | 0.04% | −4,067−3.7% | Reduced |
| Brandywine Global Investment Management, LLC | 105,875 | $10.6M | 0.09% | +105,875 | New |
| Susquehanna International Group, LLP | 106,034 | $10.6M | 0.02% | +43,388+69.3% | Added |
| Pictet Asset Management Holding SA | 106,991 | $10.7M | 0.01% | +106,991 | New |
| Hantz Financial Services, Inc. | 107,409 | $10.8M | 0.27% | −610−0.6% | Reduced |
| Capital Wealth Planning, LLC | 107,823 | $10.8M | 0.13% | −15,800−12.8% | Reduced |
| State of New Jersey Common Pension Fund D | 112,784 | $11.3M | 0.04% | −2,405−2.1% | Reduced |
| AQR Capital Management LLC | 117,421 | $11.8M | 0.02% | −1,433−1.2% | Reduced |
| State of Wisconsin Investment Board | 118,816 | $11.9M | 0.04% | +5,679+5.0% | Added |
| Congress Wealth Management LLC | 119,004 | $12.0M | 0.25% | +491+0.4% | Added |
| Basswood Capital Management, L.L.C. | 123,551 | $12.4M | 0.94% | +20,032+19.4% | Added |
| Allspring Global Investments Holdings, LLC | 124,378 | $12.5M | 0.02% | +12,186+10.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 124,866 | $12.5M | 0.03% | −3,684−2.9% | Reduced |
| PB Investment Partners, L.P. | 125,938 | $12.6M | 10.80% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 126,829 | $12.7M | 0.01% | +126,829 | New |
| Manufacturers Life Insurance Company, The | 129,878 | $13.0M | 0.01% | −1,762−1.3% | Reduced |
| Geneva Capital Management LLC | 132,733 | $13.3M | 0.28% | −4,422−3.2% | Reduced |
| Citigroup Inc | 134,107 | $13.5M | 0.02% | −120,128−47.3% | Reduced |
| Royal London Asset Management Ltd | 135,784 | $13.6M | 0.04% | +28,653+26.7% | Added |
| First Trust Advisors LP | 139,599 | $14.0M | 0.02% | +77,769+125.8% | Added |
| AXA S.A. | 139,816 | $14.0M | 0.05% | −3,253−2.3% | Reduced |
| Philo Smith Capital Corp | 151,500 | $15.2M | 5.22% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 151,607 | $15.2M | 0.03% | −45,250−23.0% | Reduced |
| Victory Capital Management Inc | 159,231 | $16.0M | 0.02% | +57,624+56.7% | Added |
| Great West Life Assurance Co | 159,963 | $16.1M | 0.04% | +2,225+1.4% | Added |
| American Century Companies Inc | 165,966 | $16.7M | 0.01% | +34,200+26.0% | Added |
| Prudential Financial Inc | 178,754 | $18.0M | 0.03% | +3,702+2.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 179,394 | $18.0M | 0.04% | +17,150+10.6% | Added |
| Adage Capital Partners GP, L.L.C. | 186,850 | $18.8M | 0.04% | −3,200−1.7% | Reduced |
| Schroder Investment Management Group | 195,376 | $19.6M | 0.03% | −35,474−15.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 196,118 | $19.7M | 0.04% | −18,626−8.7% | Reduced |
| Nicholas Company, Inc. | 198,074 | $19.9M | 0.40% | −200−0.1% | Reduced |
| Bank of Montreal | 185,937 | $20.0M | 0.01% | −6,957−3.6% | Reduced |
| New York State Teachers Retirement System | 220,563 | $22.2M | 0.05% | −5,464−2.4% | Reduced |
| Pinnacle Associates Ltd | 228,655 | $23.0M | 0.43% | −12,250−5.1% | Reduced |
| Waratah Capital Advisors Ltd. | 235,720 | $23.7M | 1.09% | +224,873+2,073.1% | Added |
| State Board of Administration of Florida Retirement System | 247,652 | $24.9M | 0.06% | +24,959+11.2% | Added |
| Millennium Management LLC | 250,253 | $25.1M | 0.03% | +229,184+1,087.8% | Added |
| UBS Group AG | 250,650 | $25.2M | 0.01% | −12,220−4.6% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 258,122 | $25.9M | 0.29% | +188,305+269.7% | Added |
| FIL Ltd | 264,414 | $26.6M | 0.03% | +16,227+6.5% | Added |
| Ameriprise Financial Inc | 267,592 | $26.9M | 0.01% | −34,948−11.6% | Reduced |
| Macquarie Group Ltd | 270,138 | $27.1M | 0.03% | −11,524−4.1% | Reduced |
| National Pension Service | 282,948 | $28.2M | 0.05% | −15,605−5.2% | Reduced |
| Natixis Advisors, L.P. | 281,918 | $28.3M | 0.09% | +77,344+37.8% | Added |
| Rockefeller Capital Management L.P. | 283,015 | $28.4M | 0.11% | +14,898+5.6% | Added |
| Credit Suisse AG | 286,213 | $28.7M | 0.03% | −24,016−7.7% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 287,614 | $28.9M | 2.11% | +1,954+0.7% | Added |
| California State Teachers Retirement System | 293,669 | $29.5M | 0.05% | −30,484−9.4% | Reduced |
| Iat Reinsurance Co Ltd. | 298,125 | $29.9M | 5.93% | 00.0% | Unchanged |