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 |
|---|---|---|---|---|---|
| Davis Asset Management, L.P. | 300,000 | $30.1M | 1.76% | 00.0% | Unchanged |
| Raymond James & Associates | 307,921 | $30.9M | 0.03% | +4,137+1.4% | Added |
| TD Asset Management Inc | 320,240 | $32.2M | 0.04% | −2,051−0.6% | Reduced |
| Royal Bank of Canada | 322,531 | $32.4M | 0.01% | −33,884−9.5% | Reduced |
| HSBC Holdings PLC | 354,616 | $35.6M | 0.04% | +3,838+1.1% | Added |
| California Public Employees Retirement System | 369,846 | $37.1M | 0.03% | −3,385−0.9% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 371,363 | $37.3M | 1.63% | +103,671+38.7% | Added |
| Putnam Investments LLC | 381,505 | $38.3M | 0.06% | +11,701+3.2% | Added |
| Alliancebernstein L.P. | 389,459 | $39.1M | 0.02% | +16,241+4.4% | Added |
| Rhumbline Advisers | 389,846 | $39.2M | 0.05% | −7,563−1.9% | Reduced |
| Fiera Capital Corp | 421,805 | $42.4M | 0.14% | +9,860+2.4% | Added |
| Silvercrest Asset Management Group LLC | 457,105 | $45.9M | 0.35% | +2,202+0.5% | Added |
| Wells Fargo & Company | 467,432 | $46.9M | 0.01% | −22,626−4.6% | Reduced |
| Deutsche Bank AG | 471,171 | $47.3M | 0.03% | +9,626+2.1% | Added |
| Envestnet Asset Management Inc | 472,904 | $47.5M | 0.02% | +117,672+33.1% | Added |
| Fisher Asset Management, LLC | 476,383 | $47.8M | 0.03% | −2,064−0.4% | Reduced |
| Price T Rowe Associates Inc | 500,560 | $50.3M | 0.01% | −920,924−64.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 511,388 | $51.4M | 0.04% | −13,252−2.5% | Reduced |
| Barclays PLC | 527,057 | $52.9M | 0.03% | +38,048+7.8% | Added |
| Premier Fund Managers Ltd | 526,000 | $53.0M | 2.49% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 568,903 | $57.1M | 0.08% | −28,347−4.7% | Reduced |
| Palisade Capital Management LLC | 596,882 | $59.9M | 1.67% | +4,080+0.7% | Added |
| Nuveen Asset Management, LLC | 628,681 | $63.1M | 0.02% | −15,210−2.4% | Reduced |
| SEI Investments Co | 635,340 | $63.8M | 0.11% | +67,663+11.9% | Added |
| Principal Financial Group Inc | 672,278 | $67.5M | 0.05% | −26,610−3.8% | Reduced |
| Amundi | 734,289 | $72.7M | 0.04% | +19,054+2.7% | Added |
| Ceredex Value Advisors LLC | 768,046 | $77.5M | 1.37% | +60,728+8.6% | Added |
| UBS Asset Management Americas Inc | 928,198 | $93.2M | 0.04% | +19,764+2.2% | Added |
| Citadel Advisors LLC | 928,625 | $93.3M | 0.10% | −410,128−30.6% | Reduced |
| Congress Asset Management Co | 975,929 | $98.0M | 0.87% | −3,364−0.3% | Reduced |
| Charles Schwab Investment Management Inc | 994,045 | $99.8M | 0.03% | −2,929−0.3% | Reduced |
| Harfst & Associates, Inc. | 1,128,725 | $113.4M | 31.81% | +602+0.1% | Added |
| Marshall Wace, LLP | 1,251,890 | $125.7M | 0.27% | +849,060+210.8% | Added |
| Goldman Sachs Group Inc | 1,302,402 | $130.8M | 0.03% | +311,443+31.4% | Added |
| Bank of New York Mellon Corp | 1,368,766 | $137.5M | 0.03% | +15,227+1.1% | Added |
| Legal & General Group Plc | 1,369,256 | $137.5M | 0.05% | −18,365−1.3% | Reduced |
| Thrivent Financial for Lutherans | 1,437,960 | $144.4M | 0.34% | +61,707+4.5% | Added |
| APG Asset Management N.V. | 1,564,671 | $157.1M | 0.32% | −71,186−4.4% | Reduced |
| Dimensional Fund Advisors LP | 1,568,771 | $157.6M | 0.05% | +134,608+9.4% | Added |
| Mercer Global Advisors Inc | 1,569,096 | $157.6M | 0.60% | −81,671−4.9% | Reduced |
| Morgan Stanley | 1,599,819 | $160.7M | 0.02% | −274,305−14.6% | Reduced |
| Bank of America Corp | 1,748,103 | $175.6M | 0.02% | +48,033+2.8% | Added |
| Agf Management Ltd | 2,027,398 | $203.6M | 1.44% | −22,832−1.1% | Reduced |
| Northern Trust Corp | 2,082,598 | $209.2M | 0.04% | +51,239+2.5% | Added |
| Norges Bank | 2,096,700 | $210.6M | 0.04% | +149,918+7.7% | Added |
| Brave Warrior Advisors, LLC | 2,140,707 | $215.0M | 5.37% | −23,600−1.1% | Reduced |
| Massachusetts Financial Services Co | 2,154,785 | $216.4M | 0.08% | −56,180−2.5% | Reduced |
| Earnest Partners LLC | 2,165,025 | $217.4M | 1.25% | +98,664+4.8% | Added |
| Invesco Ltd. | 2,197,429 | $220.7M | 0.06% | −96,183−4.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,550,238 | $356.6M | 0.25% | −18,800−0.5% | Reduced |
| Geode Capital Management, LLC | 4,057,758 | $406.6M | 0.05% | +6330.0% | Added |
| FMR LLC | 6,498,010 | $652.6M | 0.06% | −673,480−9.4% | Reduced |
| JPMorgan Chase & Co | 6,733,705 | $676.3M | 0.08% | −850,810−11.2% | Reduced |
| State Street Corp | 7,678,510 | $774.3M | 0.04% | −386,586−4.8% | Reduced |
| Wellington Management Group LLP | 11,570,058 | $1.16B | 0.23% | +246,349+2.2% | Added |
| Primecap Management Co | 12,569,127 | $1.26B | 1.07% | −132,405−1.0% | Reduced |
| BlackRock Inc. | 16,481,618 | $1.66B | 0.05% | −715,097−4.2% | Reduced |
| Vanguard Group Inc | 22,382,918 | $2.25B | 0.06% | −502,904−2.2% | Reduced |
| Gillson Capital LP | 0 | $0 | 0.00% | −96,601−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −61,800−100.0% | Sold out |
| Parkwood LLC | 0 | $0 | 0.00% | −58,937−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −52,500−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −49,016−100.0% | Sold out |
| Chilton Investment Co LLC | 0 | $0 | 0.00% | −37,766−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −34,676−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −24,800−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −15,856−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −13,146−100.0% | Sold out |
| Pensionfund Sabic | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −11,529−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −10,872−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −10,244−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −6,308−100.0% | Sold out |
| DFPG Investments, LLC | 0 | $0 | 0.00% | −4,581−100.0% | Sold out |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −4,205−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −2,815−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −3,641−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −2,767−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −2,715−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −2,680−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −2,572−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −2,394−100.0% | Sold out |
| Pine Valley Investments Ltd Liability Co | 0 | $0 | 0.00% | −2,374−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −2,179−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −2,281−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −2,067−100.0% | Sold out |
| Financial Insights, Inc. | 0 | $0 | 0.00% | −2,061−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −2,032−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −1,939−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −830−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −645−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −548−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −397−100.0% | Sold out |
| Old Point Trust & Financial Services N A | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Tilia Fiduciary Partners, Inc. | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| PCA Investment Advisory Services Inc. | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |