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 |
|---|---|---|---|---|---|
| New York Life Investment Management LLC | 30,064 | $3.02M | 0.03% | −596−1.9% | Reduced |
| State of Tennessee, Treasury Department | 29,862 | $3.00M | 0.01% | −510−1.7% | 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 |
| First Hawaiian Bank | 29,293 | $2.94M | 0.10% | −17−0.1% | Reduced |
| Graphene Investments SAS | 29,000 | $2.91M | 2.04% | −2,200−7.1% | Reduced |
| Janus Henderson Group PLC | 28,639 | $2.88M | 0.00% | −2,080−6.8% | Reduced |
| Cardinal Capital Management | 28,201 | $2.84M | 0.58% | +294+1.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 28,064 | $2.82M | 0.01% | +661+2.4% | Added |
| CIBC Asset Management Inc | 27,933 | $2.81M | 0.01% | −543−1.9% | Reduced |
| KBC Group NV | 27,848 | $2.80M | 0.01% | −15,800−36.2% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 26,908 | $2.70M | 2.48% | +41+0.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 26,411 | $2.65M | 0.01% | +26,411 | New |
| MML Investors Services, LLC | 25,431 | $2.55M | 0.01% | +537+2.2% | Added |
| Regions Financial Corp | 25,333 | $2.54M | 0.02% | −766−2.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 24,373 | $2.45M | 0.16% | +8,377+52.4% | Added |
| Xponance, Inc. | 24,328 | $2.44M | 0.03% | +386+1.6% | Added |
| The PNC Financial Services Group, Inc. | 23,970 | $2.41M | 0.00% | −354−1.5% | Reduced |
| Center for Financial Planning, Inc. | 23,948 | $2.41M | 0.52% | −214−0.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 23,904 | $2.40M | 0.01% | +2,681+12.6% | Added |
| Mariner, LLC | 23,749 | $2.39M | 0.01% | +798+3.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 23,567 | $2.37M | 0.01% | +23,567 | New |
| Dean Investment Associates, LLC | 22,927 | $2.30M | 0.38% | +5,205+29.4% | Added |
| Public Employees Retirement Association of Colorado | 22,737 | $2.28M | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 22,692 | $2.28M | 0.07% | +14,594+180.2% | Added |
| Franklin Resources Inc | 22,202 | $2.23M | 0.00% | −85−0.4% | Reduced |
| Truist Financial Corp | 22,152 | $2.22M | 0.00% | −1,014−4.4% | Reduced |
| Nissay Asset Management Corp | 21,478 | $2.16M | 0.02% | +444+2.1% | Added |
| Kaydan Wealth Management, Inc. | 21,375 | $2.15M | 0.86% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 21,331 | $2.14M | 0.00% | −2,359−10.0% | Reduced |
| GWM Advisors LLC | 21,182 | $2.13M | 0.02% | +605+2.9% | Added |
| Atria Investments LLC | 21,166 | $2.13M | 0.04% | +462+2.2% | Added |
| Walleye Trading LLC | 20,952 | $2.10M | 0.05% | +20,952 | New |
| CI Private Wealth, LLC | 20,886 | $2.10M | 0.00% | −4,745−18.5% | Reduced |
| Sweet Financial Partners, LLC | 20,781 | $2.09M | 0.55% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 20,649 | $2.07M | 0.20% | −334−1.6% | Reduced |
| QRG Capital Management, Inc. | 19,869 | $2.00M | 0.03% | +19,869 | New |
| Level Four Advisory Services, LLC | 19,650 | $1.97M | 0.13% | +378+2.0% | Added |
| Gotham Asset Management, LLC | 19,518 | $1.96M | 0.04% | −50.0% | Reduced |
| Neuberger Berman Group LLC | 19,173 | $1.93M | 0.00% | +17+0.1% | Added |
| Systematic Financial Management LP | 19,151 | $1.92M | 0.06% | −1,410−6.9% | Reduced |
| Gulf International Bank (UK) Ltd | 18,895 | $1.90M | 0.05% | −1,601−7.8% | Reduced |
| SPC Financial, Inc. | 18,750 | $1.88M | 0.21% | −700−3.6% | Reduced |
| Assetmark, Inc | 18,568 | $1.86M | 0.01% | +992+5.6% | Added |
| JustInvest LLC | 18,539 | $1.86M | 0.06% | +222+1.2% | Added |
| HighTower Advisors, LLC | 18,445 | $1.85M | 0.00% | +827+4.7% | Added |
| British Columbia Investment Management Corp | 18,308 | $1.84M | 0.02% | −141−0.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 18,238 | $1.83M | 0.08% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 18,207 | $1.83M | 0.00% | −38,538−67.9% | Reduced |
| Storebrand Asset Management AS | 17,947 | $1.80M | 0.01% | −249−1.4% | Reduced |
| Bank of Nova Scotia | 17,756 | $1.78M | 0.00% | +1,701+10.6% | Added |
| Crossmark Global Holdings, Inc. | 17,663 | $1.77M | 0.04% | −467−2.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,444 | $1.75M | 0.02% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,317 | $1.74M | 0.03% | +174+1.0% | Added |
| Gyroscope Capital Management Group, LLC | 17,091 | $1.72M | 0.39% | +1,043+6.5% | Added |
| Mount Yale Investment Advisors, LLC | 16,958 | $1.70M | 0.19% | +599+3.7% | Added |
| Elo Mutual Pension Insurance Co | 16,849 | $1.69M | 0.05% | +13+0.1% | Added |
| Aft, Forsyth & Sober, LLC | 16,550 | $1.66M | 0.70% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 16,539 | $1.66M | 0.01% | +547+3.4% | Added |
| Swiss Life Asset Management Ltd | 16,466 | $1.65M | 0.03% | −31,946−66.0% | Reduced |
| Man Group plc | – | $1.63M | 0.01% | – | – |
| Teacher Retirement System of Texas | 15,704 | $1.58M | 0.01% | +235+1.5% | Added |
| Moody National Bank Trust Division | 15,687 | $1.58M | 0.10% | +6,538+71.5% | Added |
| O'Shaughnessy Asset Management, LLC | 15,687 | $1.58M | 0.02% | +3,944+33.6% | Added |
| Nordea Investment Management AB | 14,926 | $1.51M | 0.00% | −95,764−86.5% | Reduced |
| Pathstone Family Office, LLC | 14,880 | $1.51M | 0.01% | +11,272+312.4% | Added |
| 9258 Wealth Management, LLC | 15,026 | $1.51M | 0.29% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 14,920 | $1.50M | 0.03% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 14,706 | $1.48M | 0.05% | −628−4.1% | Reduced |
| M&T Bank Corp | 14,682 | $1.47M | 0.01% | −232−1.6% | Reduced |
| High Net Worth Advisory Group LLC | 14,631 | $1.47M | 0.59% | 00.0% | Unchanged |
| White Pine Capital LLC | 14,624 | $1.47M | 0.59% | −405−2.7% | Reduced |
| Empire Life Investments Inc. | 14,538 | $1.46M | 0.11% | −166−1.1% | Reduced |
| Oregon Public Employees Retirement Fund | 14,533 | $1.46M | 0.02% | −300−2.0% | Reduced |
| Intech Investment Management LLC | 14,371 | $1.44M | 0.02% | +8,291+136.4% | Added |
| King Luther Capital Management Corp | 14,209 | $1.43M | 0.01% | −473−3.2% | Reduced |
| Stephens Consulting, LLC | 14,068 | $1.41M | 0.57% | +10+0.1% | Added |
| Davis Investment Partners, LLC | 14,197 | $1.40M | 0.74% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 13,860 | $1.39M | 0.08% | 00.0% | Unchanged |
| Dean Capital Management | 13,593 | $1.37M | 1.02% | +13,593 | New |
| Securian Asset Management, Inc | 13,488 | $1.35M | 0.04% | −2,436−15.3% | Reduced |
| Mackenzie Financial Corp | 13,677 | $1.32M | 0.00% | −6,847−33.4% | Reduced |
| Worth Venture Partners, LLC | 13,035 | $1.31M | 0.78% | 00.0% | Unchanged |
| Hartford Investment Management Co | 12,844 | $1.29M | 0.05% | −533−4.0% | Reduced |
| Candriam Luxembourg S.C.A. | 12,710 | $1.28M | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 12,332 | $1.24M | 0.01% | +200+1.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,296 | $1.23M | 0.03% | 00.0% | Unchanged |
| Ethic Inc. | 12,262 | $1.23M | 0.04% | +2,665+27.8% | Added |
| Pacer Advisors, Inc. | 12,158 | $1.22M | 0.00% | +296+2.5% | Added |
| Meridian Wealth Advisors, LLC | 12,120 | $1.22M | 0.30% | 00.0% | Unchanged |
| Sabal Trust CO | 12,082 | $1.21M | 0.08% | −198−1.6% | Reduced |
| Park Avenue Securities LLC | 11,923 | $1.20M | 0.02% | −3,002−20.1% | Reduced |
| Achmea Investment Management B.V. | 11,650 | $1.17M | 0.03% | +11,170+2,327.1% | Added |
| Louisiana State Employees Retirement System | 11,600 | $1.16M | 0.03% | −200−1.7% | Reduced |
| Unigestion Holding SA | 11,511 | $1.16M | 0.07% | 00.0% | Unchanged |
| Allen Investment Management LLC | 11,150 | $1.12M | 0.02% | +11,150 | New |
| Oxford Financial Group Ltd | 11,099 | $1.11M | 0.10% | −233−2.1% | Reduced |
| First Foundation Advisors | 10,851 | $1.09M | 0.05% | +10,851 | New |
| STRS Ohio | 10,851 | $1.09M | 0.00% | −189−1.7% | Reduced |
| Oarsman Capital, Inc. | 10,661 | $1.07M | 0.45% | +391+3.8% | Added |