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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 117,421 | $11.8M | 0.02% | −1,433−1.2% | Reduced |
| State of New Jersey Common Pension Fund D | 112,784 | $11.3M | 0.04% | −2,405−2.1% | Reduced |
| Capital Wealth Planning, LLC | 107,823 | $10.8M | 0.13% | −15,800−12.8% | Reduced |
| Hantz Financial Services, Inc. | 107,409 | $10.8M | 0.27% | −610−0.6% | Reduced |
| Pictet Asset Management Holding SA | 106,991 | $10.7M | 0.01% | +106,991 | New |
| Susquehanna International Group, LLP | 106,034 | $10.6M | 0.02% | +43,388+69.3% | Added |
| Brandywine Global Investment Management, LLC | 105,875 | $10.6M | 0.09% | +105,875 | New |
| Chevy Chase Trust Holdings, Inc. | 105,651 | $10.6M | 0.04% | −4,067−3.7% | Reduced |
| Frontier Capital Management Co LLC | 101,706 | $10.2M | 0.11% | −1,014−1.0% | Reduced |
| Jane Street Group, LLC | 101,173 | $10.2M | 0.02% | −10,324−9.3% | Reduced |
| HRT Financial LP | 100,504 | $10.1M | 0.10% | +89,234+791.8% | Added |
| Mn Services Vermogensbeheer B.V. | 97,500 | $9.79M | 0.09% | 00.0% | Unchanged |
| Azora Capital LP | 95,773 | $9.62M | 1.06% | +20,325+26.9% | Added |
| Illinois Municipal Retirement Fund | 93,662 | $9.41M | 0.18% | +23,574+33.6% | Added |
| Nisa Investment Advisors, LLC | 87,621 | $8.80M | 0.07% | −2,802−3.1% | Reduced |
| Treasurer of the State of North Carolina | 85,513 | $8.59M | 0.05% | −2,440−2.8% | Reduced |
| Walleye Capital LLC | 82,384 | $8.27M | 0.12% | +24,571+42.5% | Added |
| Asset Management One Co.,Ltd. | 81,574 | $8.19M | 0.04% | −199−0.2% | Reduced |
| Public Employees Retirement System of Ohio | 81,385 | $8.17M | 0.04% | −14,784−15.4% | Reduced |
| CWA Asset Management Group, LLC | 79,007 | $7.93M | 0.59% | +1,974+2.6% | Added |
| Voloridge Investment Management, LLC | 77,231 | $7.76M | 0.04% | +74,601+2,836.5% | Added |
| BNP Paribas Arbitrage, SA | 76,650 | $7.70M | 0.02% | −124,630−61.9% | Reduced |
| Bragg Financial Advisors, Inc | 76,406 | $7.67M | 0.41% | +528+0.7% | Added |
| Toronto Dominion Bank | 74,573 | $7.49M | 0.01% | −27,759−27.1% | Reduced |
| US Bancorp | 72,911 | $7.32M | 0.01% | +63+0.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 71,222 | $7.15M | 0.03% | +3,989+5.9% | Added |
| Bryn Mawr Trust Co | 71,199 | $7.15M | 0.31% | −2,676−3.6% | Reduced |
| Burney Co | 71,069 | $7.14M | 0.33% | −1,315−1.8% | Reduced |
| Aviva PLC | 70,550 | $7.09M | 0.03% | +63,171+856.1% | Added |
| Private Capital Management, LLC | 67,308 | $6.76M | 0.82% | −4,177−5.8% | Reduced |
| Stifel Financial Corp | 66,243 | $6.65M | 0.01% | −3,852−5.5% | Reduced |
| Nemes Rush Group LLC | 65,267 | $6.55M | 1.19% | −2,446−3.6% | Reduced |
| Peterson Wealth Services | 64,864 | $6.51M | 4.87% | +1,725+2.7% | Added |
| Voya Investment Management LLC | 64,068 | $6.43M | 0.01% | −2,810−4.2% | Reduced |
| Am Investment Strategies LLC | 64,063 | $6.43M | 2.09% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 63,078 | $6.33M | 0.04% | +1,812+3.0% | Added |
| Palmer Knight Co | 62,655 | $6.29M | 4.22% | −507−0.8% | Reduced |
| Ensign Peak Advisors, Inc | 61,190 | $6.15M | 0.01% | +250+0.4% | Added |
| Korea Investment CORP | 60,450 | $6.07M | 0.02% | −1,579−2.5% | Reduced |
| Advisor Group Holdings, Inc. | 59,831 | $6.01M | 0.01% | +8,543+16.7% | Added |
| Lido Advisors, LLC | 59,204 | $5.95M | 0.07% | +52,717+812.7% | Added |
| Logan Capital Management Inc | 55,182 | $5.54M | 0.28% | −3,760−6.4% | Reduced |
| Arizona State Retirement System | 54,923 | $5.52M | 0.05% | −910−1.6% | Reduced |
| American International Group, Inc. | 53,907 | $5.41M | 0.04% | −5,378−9.1% | Reduced |
| Creative Planning | 53,639 | $5.39M | 0.01% | +181+0.3% | Added |
| Citizens Financial Group Inc | 52,865 | $5.31M | 0.22% | −2,867−5.1% | Reduced |
| Nomura Asset Management Co Ltd | 52,422 | $5.26M | 0.02% | −1,687−3.1% | Reduced |
| Squarepoint Ops LLC | 51,955 | $5.22M | 0.03% | +44,646+610.8% | Added |
| State of Michigan Retirement System | 51,544 | $5.18M | 0.03% | −900−1.7% | Reduced |
| Amalgamated Bank | 49,076 | $4.93M | 0.04% | −342−0.7% | Reduced |
| Standard Life Aberdeen plc | 48,892 | $4.91M | 0.01% | −6,549−11.8% | Reduced |
| State of Alaska, Department of Revenue | 48,120 | $4.83M | 0.06% | −108,240−69.2% | Reduced |
| Raymond James Trust N.A. | 47,609 | $4.78M | 0.14% | −33−0.1% | Reduced |
| Captrust Financial Advisors | 47,306 | $4.75M | 0.02% | −5,585−10.6% | Reduced |
| Smith, Graham & Co., Investment Advisors, LP | 46,613 | $4.68M | 0.58% | −412−0.9% | Reduced |
| MetLife Investment Management | 46,512 | $4.67M | 0.04% | −1,986−4.1% | Reduced |
| Cahaba Wealth Management, Inc. | 46,254 | $4.65M | 0.51% | +10.0% | Added |
| LPL Financial LLC | 45,962 | $4.62M | 0.00% | +4,690+11.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 45,764 | $4.60M | 0.06% | +2,200+5.1% | Added |
| ExodusPoint Capital Management, LP | 45,433 | $4.56M | 0.06% | +40,396+802.0% | Added |
| Comerica Bank | 45,211 | $4.54M | 0.02% | −321,937−87.7% | Reduced |
| Public Sector Pension Investment Board | 45,202 | $4.54M | 0.03% | +1,571+3.6% | Added |
| USS Investment Management Ltd | 45,146 | $4.53M | 0.05% | +734+1.7% | Added |
| D.A. Davidson & Co. | 45,141 | $4.53M | 0.05% | −169−0.4% | Reduced |
| Resources Investment Advisors, LLC. | 44,088 | $4.43M | 0.10% | +36,181+457.6% | Added |
| Commonwealth Equity Services, LLC | 43,235 | $4.34M | 0.01% | +6,694+18.3% | Added |
| Texas Permanent School Fund | 43,161 | $4.33M | 0.04% | −1,585−3.5% | Reduced |
| Handelsbanken Fonder AB | 42,767 | $4.29M | 0.02% | −300−0.7% | Reduced |
| Retirement Systems of Alabama | 42,500 | $4.27M | 0.02% | −846−2.0% | Reduced |
| Fifth Third Bancorp | 41,972 | $4.22M | 0.02% | −732−1.7% | Reduced |
| Janney Montgomery Scott LLC | 41,528 | $4.17M | 0.02% | +732+1.8% | Added |
| IFM Investors Pty Ltd | 41,493 | $4.17M | 0.05% | +1,507+3.8% | Added |
| ProShare Advisors LLC | 41,392 | $4.16M | 0.01% | −11,377−21.6% | Reduced |
| D. E. Shaw & Co., Inc. | 40,365 | $4.05M | 0.01% | +20,950+107.9% | Added |
| Westfield Capital Management Co LP | 40,095 | $4.03M | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 39,907 | $4.01M | 0.11% | −400−1.0% | Reduced |
| LMG Wealth Partners, LLC | 39,698 | $3.99M | 1.21% | −266−0.7% | Reduced |
| National Bank of Canada | 40,608 | $3.98M | 0.01% | +8,164+25.2% | Added |
| New England Professional Planning Group Inc. | 39,301 | $3.95M | 2.44% | +156+0.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 38,260 | $3.84M | 0.03% | −83−0.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 37,792 | $3.80M | 0.03% | +4,530+13.6% | Added |
| Tower Bridge Advisors | 36,929 | $3.71M | 0.34% | −100−0.3% | Reduced |
| Central Bank & Trust Co | 36,673 | $3.68M | 0.64% | −6,941−15.9% | Reduced |
| Buckhead Capital Management LLC | 36,509 | $3.67M | 1.52% | −95−0.3% | Reduced |
| Alpine Woods Capital Investors, LLC | 36,300 | $3.65M | 0.59% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 35,626 | $3.58M | 0.05% | +633+1.8% | Added |
| Mutual of America Capital Management LLC | 35,270 | $3.54M | 0.04% | +220+0.6% | Added |
| Siemens Fonds Invest GmbH | 34,874 | $3.50M | 0.35% | −5,215−13.0% | Reduced |
| Yousif Capital Management, LLC | 34,628 | $3.48M | 0.04% | −1,287−3.6% | Reduced |
| NBW Capital LLC | 34,121 | $3.43M | 0.84% | −166−0.5% | Reduced |
| Tredje AP-fonden | 33,227 | $3.34M | 0.05% | −3,699−10.0% | Reduced |
| First Republic Investment Management, Inc. | 33,075 | $3.32M | 0.01% | −206−0.6% | Reduced |
| Forsta Ap-Fonden | 32,900 | $3.30M | 0.04% | −1,800−5.2% | Reduced |
| Czech National Bank | 32,852 | $3.30M | 0.05% | +10,274+45.5% | Added |
| Utah Retirement Systems | 32,646 | $3.28M | 0.05% | −900−2.7% | Reduced |
| Natixis | 32,367 | $3.25M | 0.03% | +32,367 | New |
| DekaBank Deutsche Girozentrale | 31,982 | $3.20M | 0.01% | −2,556−7.4% | Reduced |
| TownSquare Capital, LLC | 31,787 | $3.19M | 0.06% | −1,953−5.8% | Reduced |
| DnB Asset Management AS | 30,446 | $3.06M | 0.02% | −509−1.6% | Reduced |
| CIBC World Markets Corp | 30,187 | $3.03M | 0.03% | −8,714−22.4% | Reduced |