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 |
|---|---|---|---|---|---|
| Atlas Wealth LLC | 10,591 | $1.06M | 0.20% | +15+0.1% | Added |
| Community Capital Management, Inc. | 10,500 | $1.05M | 1.68% | −500−4.5% | Reduced |
| Western Wealth Management, LLC | 10,334 | $1.04M | 0.09% | +552+5.6% | Added |
| Keybank National Association | 10,283 | $1.03M | 0.00% | +41+0.4% | Added |
| Commerce Bank | 10,256 | $1.03M | 0.01% | −1,339−11.5% | Reduced |
| Cresset Asset Management, LLC | 10,015 | $1.01M | 0.01% | +1,631+19.5% | Added |
| New Mexico Educational Retirement Board | 9,875 | $992.0K | 0.04% | +500+5.3% | Added |
| Guggenheim Capital LLC | 9,846 | $988.8K | 0.01% | −1,425−12.6% | Reduced |
| Montag & Caldwell, LLC | 9,807 | $984.9K | 0.13% | +89+0.9% | Added |
| Schneider Downs Wealth Management Advisors, LP | 9,785 | $982.7K | 0.23% | 00.0% | Unchanged |
| Prudential PLC | 9,733 | $977.5K | 0.01% | −1,384−12.4% | Reduced |
| Quantinno Capital Management LP | 9,469 | $951.0K | 0.04% | +776+8.9% | Added |
| Panagora Asset Management Inc | 9,377 | $941.7K | 0.01% | +20.0% | Added |
| West Michigan Advisors, LLC | 9,350 | $939.0K | 0.50% | −200−2.1% | Reduced |
| Gryphon Financial Partners LLC | 9,141 | $918.1K | 0.22% | +40.0% | Added |
| RMB Capital Management, LLC | 9,124 | $916.3K | 0.03% | +16+0.2% | Added |
| Cetera Advisor Networks LLC | 9,105 | $914.4K | 0.01% | +8+0.1% | Added |
| Klingman & Associates, LLC | 9,055 | $909.4K | 0.07% | +9,055 | New |
| Financial Counselors Inc | 8,966 | $900.5K | 0.02% | 00.0% | Unchanged |
| Ossiam | 8,954 | $899.3K | 0.02% | +4,740+112.5% | Added |
| Gladstone Institutional Advisory LLC | 8,780 | $881.8K | 0.06% | +8,780 | New |
| XTX Topco Ltd | 8,720 | $875.8K | 0.15% | +8,720 | New |
| One + One Wealth Management, LLC | 8,699 | $873.6K | 0.57% | −1,799−17.1% | Reduced |
| Consolidated Planning Corp | 8,658 | $869.5K | 0.19% | +22+0.3% | Added |
| Chiron Capital Management, LLC | 8,650 | $868.7K | 0.75% | −200−2.3% | Reduced |
| Bradley Foster & Sargent Inc | 8,165 | $847.3K | 0.02% | 00.0% | Unchanged |
| We Are One Seven, LLC | 8,244 | $827.9K | 0.06% | −497−5.7% | Reduced |
| McMahon Financial Advisors, LLC | 8,078 | $811.3K | 0.25% | +5,446+206.9% | Added |
| Skylands Capital, LLC | 8,074 | $810.9K | 0.12% | −8,225−50.5% | Reduced |
| Jump Financial, LLC | 7,994 | $802.8K | 0.03% | +7,994 | New |
| Trust Co of Toledo NA | 7,966 | $800.0K | 0.16% | −254−3.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 7,938 | $797.2K | 0.01% | +352+4.6% | Added |
| Capital Investment Advisors, LLC | 7,913 | $794.7K | 0.02% | +13+0.2% | Added |
| Metropolitan Life Insurance Co | 7,776 | $780.9K | 0.04% | −534−6.4% | Reduced |
| Oak Thistle LLC | 7,744 | $777.7K | 0.23% | +7,744 | New |
| Snowden Capital Advisors LLC | 7,673 | $770.6K | 0.03% | −145−1.9% | Reduced |
| United Capital Financial Advisers, LLC | 7,554 | $758.6K | 0.00% | +163+2.2% | Added |
| Norinchukin Bank, The | 7,466 | $749.8K | 0.02% | −9,673−56.4% | Reduced |
| Saturna Capital CORP | 7,352 | $738.4K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,289 | $732.0K | 0.02% | +239+3.4% | Added |
| Apollon Wealth Management, LLC | 7,181 | $721.2K | 0.04% | −522−6.8% | Reduced |
| Metis Global Partners, LLC | 7,071 | $710.1K | 0.03% | +1,070+17.8% | Added |
| SG Americas Securities, LLC | 7,064 | $709.0K | 0.01% | −1,748−19.8% | Reduced |
| TD Private Client Wealth LLC | 7,027 | $705.7K | 0.03% | +116+1.7% | Added |
| Blueshift Asset Management, LLC | 6,892 | $692.2K | 0.41% | +2,280+49.4% | Added |
| Tranquility Partners, LLC | 6,887 | $691.7K | 0.30% | +1,573+29.6% | Added |
| Banque Pictet & Cie SA | 6,884 | $691.4K | 0.01% | −10,536−60.5% | Reduced |
| Natixis Investment Managers International | 6,697 | $672.6K | 0.05% | +4,845+261.6% | Added |
| Wealthfront Advisers LLC | 6,652 | $668.1K | 0.00% | +19+0.3% | Added |
| Cavalier Investments, LLC | 6,578 | $660.6K | 0.26% | +209+3.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,566 | $659.4K | 0.05% | −280−4.1% | Reduced |
| Glenmede Trust Co NA | 6,535 | $656.3K | 0.00% | −283,149−97.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,510 | $653.8K | 0.03% | 00.0% | Unchanged |
| GTS Securities LLC | 6,470 | $649.8K | 0.01% | +6,470 | New |
| Yorktown Management & Research Co Inc | 6,450 | $647.8K | 0.73% | 00.0% | Unchanged |
| Empirical Finance, LLC | 6,343 | $637.0K | 0.05% | +674+11.9% | Added |
| Steward Partners Investment Advisory, LLC | 6,313 | $634.0K | 0.01% | +698+12.4% | Added |
| Staley Capital Advisers Inc | 6,253 | $628.0K | 0.03% | +30.0% | Added |
| Advisor Partners II, LLC | 6,198 | $622.5K | 0.02% | +266+4.5% | Added |
| HBK Sorce Advisory LLC | 6,186 | $621.3K | 0.03% | −166−2.6% | Reduced |
| Toroso Investments, LLC | 6,153 | $617.9K | 0.02% | +2,269+58.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,135 | $616.0K | 0.00% | +160+2.7% | Added |
| Wealthspire Advisors, LLC | 6,027 | $605.3K | 0.01% | +6+0.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,941 | $596.7K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 5,932 | $595.8K | 0.02% | −84−1.4% | Reduced |
| Balyasny Asset Management LLC | 5,748 | $577.3K | 0.00% | −1,751−23.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,747 | $577.2K | 0.17% | −5,843−50.4% | Reduced |
| Threadgill Financial, LLC | 5,772 | $574.3K | 0.44% | −17−0.3% | Reduced |
| Systematic Alpha Investments, LLC | 5,700 | $572.5K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 5,618 | $564.2K | 0.02% | +742+15.2% | Added |
| Shell Asset Management Co | 5,482 | $551.0K | 0.02% | −106−1.9% | Reduced |
| Bill Few Associates, Inc. | 5,445 | $546.8K | 0.29% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 5,395 | $541.8K | 0.01% | +5,395 | New |
| Gateway Investment Advisers LLC | 5,319 | $534.2K | 0.01% | −9−0.2% | Reduced |
| Wolverine Trading, LLC | 5,290 | $531.3K | 0.01% | +5,290 | New |
| Guinness Asset Management LTD | 5,188 | $521.0K | 0.01% | −585−10.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 5,098 | $512.0K | 0.05% | −56−1.1% | Reduced |
| Covenant Partners, LLC | 5,093 | $511.5K | 0.19% | 00.0% | Unchanged |
| Forum Financial Management, LP | 5,075 | $509.7K | 0.01% | +15+0.3% | Added |
| Tokio Marine Asset Management Co Ltd | 5,023 | $504.5K | 0.03% | +492+10.9% | Added |
| Williams Jones Wealth Management, LLC. | 5,000 | $502.1K | 0.01% | 00.0% | Unchanged |
| Maltese Capital Management LLC | 5,000 | $502.1K | 0.19% | +5,000 | New |
| Dock Street Asset Management Inc | 4,979 | $500.0K | 0.09% | 00.0% | Unchanged |
| Stephens Inc | 4,952 | $497.3K | 0.01% | −38−0.8% | Reduced |
| Swedbank AB | 4,904 | $492.5K | 0.00% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 4,864 | $488.5K | 0.18% | +837+20.8% | Added |
| Principal Street Partners, LLC | 4,828 | $484.9K | 0.10% | +53+1.1% | Added |
| Kestra Advisory Services, LLC | 4,784 | $480.5K | 0.00% | −1,868−28.1% | Reduced |
| Centiva Capital, LP | 4,772 | $479.3K | 0.02% | −3,323−41.1% | Reduced |
| Intrust Bank NA | 4,755 | $477.5K | 0.06% | +104+2.2% | Added |
| National Asset Management, Inc. | 4,697 | $473.7K | 0.01% | −3,364−41.7% | Reduced |
| Baird Financial Group, Inc. | 4,712 | $473.2K | 0.00% | +175+3.9% | Added |
| Assenagon Asset Management S.A. | 4,682 | $470.2K | 0.00% | +882+23.2% | Added |
| Vestcor Inc | 4,568 | $459.0K | 0.02% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 4,667 | $457.7K | 0.16% | −126−2.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,388 | $440.7K | 0.04% | +4,388 | New |
| Schonfeld Strategic Advisors LLC | 4,229 | $424.7K | 0.00% | −26,920−86.4% | Reduced |
| Global Financial Private Client, LLC | 4,282 | $420.0K | 0.22% | 00.0% | Unchanged |
| Choate Investment Advisors | 4,153 | $417.1K | 0.02% | +4,153 | New |
| CIBC World Markets Inc. | 4,111 | $413.0K | 0.00% | +4,111 | New |