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 |
|---|---|---|---|---|---|
| Waterloo Capital, L.P. | 4,069 | $408.6K | 0.12% | −508−11.1% | Reduced |
| Agate Pass Investment Management, LLC | 4,054 | $407.1K | 0.28% | −100−2.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 4,000 | $401.7K | 0.06% | 00.0% | Unchanged |
| Ieq Capital, LLC | 3,866 | $388.3K | 0.01% | +973+33.6% | Added |
| Great Valley Advisor Group, Inc. | 3,855 | $387.2K | 0.02% | +118+3.2% | Added |
| Shulman DeMeo Asset Management LLC | 3,847 | $386.3K | 0.13% | −118−3.0% | Reduced |
| IFP Advisors, Inc | 3,830 | $384.7K | 0.02% | −140−3.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,804 | $382.0K | 0.06% | −92−2.4% | Reduced |
| Alberta Investment Management Corp | 3,800 | $381.6K | 0.00% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 3,780 | $379.6K | 0.03% | +10.0% | Added |
| Argus Investors' Counsel, Inc. | 3,748 | $376.4K | 0.27% | −69−1.8% | Reduced |
| Greenleaf Trust | 3,683 | $369.9K | 0.00% | +118+3.3% | Added |
| Quantbot Technologies LP | 3,666 | $368.2K | 0.02% | +3,666 | New |
| V-Square Quantitative Management LLC | 3,662 | $367.8K | 0.16% | +2,140+140.6% | Added |
| Portside Wealth Group, LLC | 3,635 | $367.0K | 0.07% | −54−1.5% | Reduced |
| Jackson Creek Investment Advisors LLC | 3,603 | $362.0K | 0.15% | −228−6.0% | Reduced |
| Symmetry Partners, LLC | 3,604 | $362.0K | 0.02% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 3,577 | $359.2K | 0.02% | −65−1.8% | Reduced |
| Essex Financial Services, Inc. | 3,566 | $358.2K | 0.04% | −177−4.7% | Reduced |
| Lloyd Advisory Services, LLC. | 3,527 | $354.2K | 0.12% | +3,527 | New |
| Norden Group LLC | 3,527 | $354.2K | 0.12% | +3,527 | New |
| Huntington National Bank | 3,493 | $350.8K | 0.00% | −106−2.9% | Reduced |
| Avantax Advisory Services, Inc. | 3,489 | $350.4K | 0.00% | +401+13.0% | Added |
| Campbell & CO Investment Adviser LLC | 3,482 | $349.7K | 0.04% | +3,482 | New |
| Aspen Grove Capital, LLC | 3,437 | $346.6K | 0.13% | +3,437 | New |
| Texas Yale Capital Corp. | 3,375 | $339.0K | 0.02% | −3,375−50.0% | Reduced |
| Great Lakes Retirement, Inc. | 3,293 | $330.7K | 0.06% | −69−2.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,284 | $329.9K | 0.00% | −306−8.5% | Reduced |
| First Eagle Investment Management, LLC | 3,250 | $326.4K | 0.00% | +287+9.7% | Added |
| Cetera Investment Advisers | 3,249 | $326.3K | 0.00% | −710−17.9% | Reduced |
| Worldquant Millennium Advisors LLC | 3,239 | $325.3K | 0.01% | +3,239 | New |
| Garda Capital Partners LP | 3,202 | $321.6K | 0.20% | +3,202 | New |
| Tectonic Advisors LLC | 3,116 | $312.9K | 0.03% | +3,116 | New |
| Pitcairn Co | 3,110 | $312.3K | 0.03% | +383+14.0% | Added |
| Vontobel Holding Ltd. | 3,084 | $309.7K | 0.00% | 00.0% | Unchanged |
| Clarus Group, Inc. | 3,077 | $309.0K | 0.22% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 3,000 | $301.3K | 0.10% | +3,000 | New |
| Malaga Cove Capital, LLC | 2,989 | $300.2K | 0.14% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 2,976 | $298.8K | 0.20% | +11+0.4% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,925 | $293.8K | 0.05% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 2,896 | $290.8K | 0.10% | +138+5.0% | Added |
| Ostrum Asset Management | 2,880 | $289.2K | 0.03% | −20−0.7% | Reduced |
| Flagship Harbor Advisors, LLC | 2,859 | $287.1K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,805 | $281.7K | 0.00% | −403−12.6% | Reduced |
| Brevan Howard Capital Management LP | 2,792 | $280.4K | 0.08% | +2,792 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 2,760 | $277.2K | 0.04% | +15+0.5% | Added |
| Collective Family Office LLC | 2,734 | $274.6K | 0.11% | 00.0% | Unchanged |
| Novare Capital Management LLC | 2,730 | $274.2K | 0.03% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 2,728 | $274.0K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,728 | $274.0K | 0.01% | +70+2.6% | Added |
| Banque Cantonale Vaudoise | 2,718 | $273.0K | 0.01% | +318+13.3% | Added |
| MTM Investment Management, LLC | 2,700 | $271.2K | 0.14% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 2,686 | $269.8K | 0.04% | +202+8.1% | Added |
| Moseley Investment Management Inc | 2,625 | $263.6K | 0.16% | −116−4.2% | Reduced |
| Gsa Capital Partners LLP | 2,614 | $263.0K | 0.02% | +2,614 | New |
| Atria Wealth Solutions, Inc. | 2,598 | $262.0K | 0.00% | −104−3.8% | Reduced |
| Checchi Capital Advisers, LLC | 2,595 | $260.6K | 0.02% | −19−0.7% | Reduced |
| Samalin Investment Counsel, LLC | 2,586 | $259.7K | 0.15% | −55−2.1% | Reduced |
| Phillips Wealth Planners LLC | 2,633 | $255.0K | 0.35% | +22+0.8% | Added |
| Boothbay Fund Management, LLC | 2,531 | $254.2K | 0.01% | +2,531 | New |
| Blue Chip Partners, Inc. | 2,504 | $251.5K | 0.03% | +10+0.4% | Added |
| Alliance Wealth Advisors, LLC | 2,495 | $250.6K | 0.09% | +4+0.2% | Added |
| Vident Advisory, LLC | 2,493 | $250.4K | 0.01% | +2,493 | New |
| Salem Investment Counselors Inc | 2,458 | $247.9K | 0.01% | 00.0% | Unchanged |
| Edmp, Inc. | 2,457 | $246.8K | 0.25% | +2,457 | New |
| Horizon Family Wealth, Inc. | 2,448 | $245.9K | 0.24% | +217+9.7% | Added |
| Darwin Advisors, LLC | 2,448 | $245.9K | 0.07% | +59+2.5% | Added |
| Dynamic Advisor Solutions LLC | 2,442 | $245.3K | 0.01% | +2,442 | New |
| Legacy Wealth Asset Management, LLC | 2,418 | $242.8K | 0.09% | −18−0.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 2,374 | $238.0K | 0.01% | 00.0% | Unchanged |
| Veriti Management LLC | 2,357 | $236.7K | 0.03% | +47+2.0% | Added |
| Shelton Capital Management | 2,353 | $236.3K | 0.01% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 2,344 | $235.4K | 0.01% | −350−13.0% | Reduced |
| Sawtooth Solutions, LLC | 2,344 | $235.4K | 0.01% | −278−10.6% | Reduced |
| Drive Wealth Management, LLC | 2,318 | $233.8K | 0.09% | +361+18.4% | Added |
| Royce & Associates LP | 2,320 | $233.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,317 | $232.7K | 0.03% | −1,559−40.2% | Reduced |
| Vantage Consulting Group Inc | 2,314 | $232.4K | 0.16% | −245−9.6% | Reduced |
| Syntax Advisors, LLC | 2,314 | $232.4K | 0.20% | −245−9.6% | Reduced |
| South Dakota Investment Council | 2,300 | $231.0K | 0.01% | −200−8.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,281 | $229.1K | 0.01% | +290+14.6% | Added |
| Wetherby Asset Management Inc | 2,278 | $228.8K | 0.01% | −39−1.7% | Reduced |
| Sutton Wealth Advisors Inc. | 2,270 | $228.0K | 0.11% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 2,269 | $227.9K | 0.11% | −215−8.7% | Reduced |
| Proequities, Inc. | 2,254 | $227.3K | 0.02% | −76−3.3% | Reduced |
| Trust Asset Management LLC | 2,261 | $227.1K | 0.02% | 00.0% | Unchanged |
| Corundum Group, Inc. | 2,250 | $226.0K | 0.13% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 2,248 | $225.8K | 0.04% | −63−2.7% | Reduced |
| Petrus Trust Company, LTA | 2,243 | $225.3K | 0.02% | +2,243 | New |
| Ronald Blue Trust, Inc. | 2,171 | $225.0K | 0.00% | +1,481+214.6% | Added |
| NEOS Investment Management LLC | 2,229 | $223.9K | 0.03% | +2,229 | New |
| Principle Wealth Partners LLC | 2,225 | $223.5K | 0.02% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 2,209 | $221.8K | 0.03% | +2,209 | New |
| Dakota Wealth Management | 2,208 | $221.8K | 0.01% | −735−25.0% | Reduced |
| Park Place Capital Corp | 2,203 | $221.2K | 0.06% | −10−0.5% | Reduced |
| Leuthold Group, LLC | 2,200 | $220.9K | 0.03% | −45−2.0% | Reduced |
| Nations Financial Group Inc, | 2,193 | $220.2K | 0.02% | −170−7.2% | Reduced |
| Arbor Investment Advisors, LLC | 2,181 | $219.0K | 0.04% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 2,175 | $218.4K | 0.11% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,169 | $217.8K | 0.01% | −215−9.0% | Reduced |