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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 2,156 | $216.5K | 0.01% | −164−7.1% | Reduced |
| Revolve Wealth Partners, LLC | 2,145 | $215.4K | 0.05% | +2,145 | New |
| Crestwood Advisors Group LLC | 2,142 | $215.1K | 0.01% | +2,142 | New |
| Schechter Investment Advisors, LLC | 2,141 | $215.0K | 0.02% | −27−1.2% | Reduced |
| Rehmann Capital Advisory Group | 2,122 | $213.2K | 0.02% | +42+2.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,114 | $212.3K | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,089 | $209.8K | 0.01% | +10+0.5% | Added |
| Laurion Capital Management LP | 2,073 | $208.2K | 0.01% | +2,073 | New |
| Penserra Capital Management LLC | 2,075 | $207.0K | 0.00% | −135−6.1% | Reduced |
| Cigna Investments Inc | 2,053 | $206.0K | 0.05% | −267−11.5% | Reduced |
| Boston Private Wealth LLC | 2,046 | $205.5K | 0.00% | +108+5.6% | Added |
| Integrated Wealth Concepts LLC | 2,033 | $204.2K | 0.00% | −259−11.3% | Reduced |
| Personal Cfo Solutions, LLC | 2,029 | $203.8K | 0.04% | +39+2.0% | Added |
| Empowered Funds, LLC | 2,001 | $201.0K | 0.01% | +2,001 | New |
| Arthur M. Cohen & Associates, LLC | 2,000 | $200.9K | 0.05% | 00.0% | Unchanged |
| Old Mission Capital LLC | 1,993 | $200.2K | 0.01% | +1,993 | New |
| Eagle Bay Advisors LLC | 1,972 | $198.1K | 0.09% | +575+41.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,800 | $181.5K | 0.10% | +1,800 | New |
| Central Trust Co | 1,770 | $177.8K | 0.01% | +82+4.9% | Added |
| Credit Agricole S A | 1,768 | $177.6K | 0.01% | +1,768 | New |
| Robeco Institutional Asset Management B.V. | 1,745 | $175.3K | 0.00% | −9,357−84.3% | Reduced |
| First Horizon Advisors, Inc. | 1,715 | $172.2K | 0.01% | +7+0.4% | Added |
| HM Payson & Co | 1,700 | $170.7K | 0.00% | −100−5.6% | Reduced |
| Parallel Advisors, LLC | 1,595 | $160.2K | 0.01% | +79+5.2% | Added |
| PFG Private Wealth Management, LLC | 1,519 | $152.6K | 0.11% | −347−18.6% | Reduced |
| Deane Retirement Strategies, Inc. | 1,507 | $151.3K | 0.08% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,493 | $150.0K | 0.00% | +157+11.8% | Added |
| UniSuper Management Pty Ltd | 1,400 | $140.6K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,213 | $121.8K | 0.01% | −617−33.7% | Reduced |
| Global Retirement Partners, LLC | 1,240 | $120.7K | 0.01% | +26+2.1% | Added |
| PSI Advisors, LLC | 1,157 | $116.2K | 0.05% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,091 | $110.0K | 0.05% | −183−14.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,024 | $102.8K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,024 | $102.8K | 0.04% | +724+241.3% | Added |
| Quadrant Capital Group LLC | 1,002 | $100.6K | 0.01% | +156+18.4% | Added |
| Stephenson National Bank & Trust | 976 | $98.0K | 0.05% | +769+371.5% | Added |
| Lindbrook Capital, LLC | 909 | $91.3K | 0.01% | +59+6.9% | Added |
| Caldwell Trust Co | 869 | $87.3K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 777 | $78.0K | 0.00% | +745+2,328.1% | Added |
| State of Wyoming | 767 | $77.0K | 0.02% | +280+57.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 752 | $75.5K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 719 | $72.2K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 717 | $72.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 675 | $67.8K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 606 | $60.9K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 560 | $56.0K | 0.00% | +16+2.9% | Added |
| Headlands Technologies LLC | 518 | $52.0K | 0.03% | +302+139.8% | Added |
| Capital Advisors, Ltd. LLC | 522 | $52.0K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $50.2K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 500 | $50.2K | 0.01% | −446−47.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 493 | $50.0K | 0.00% | −156−24.0% | Reduced |
| Farther Finance Advisors, LLC | 488 | $49.0K | 0.01% | +3+0.6% | Added |
| Umb Bank N A | 482 | $48.4K | 0.00% | −9−1.8% | Reduced |
| Resources Management Corp | 472 | $47.0K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 446 | $44.8K | 0.01% | +446 | New |
| Whittier Trust Co | 444 | $44.6K | 0.00% | −177−28.5% | Reduced |
| Pinnacle Financial Partners Inc | 442 | $44.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 421 | $42.3K | 0.01% | +3+0.7% | Added |
| Allworth Financial LP | 417 | $41.9K | 0.00% | +34+8.9% | Added |
| Addison Advisors LLC | 416 | $41.8K | 0.02% | +103+32.9% | Added |
| JFS Wealth Advisors, LLC | 408 | $41.0K | 0.00% | +3+0.7% | Added |
| Trust Co | 379 | $38.1K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 375 | $37.7K | 0.00% | −776−67.4% | Reduced |
| Massmutual Trust Co FSB | 366 | $36.8K | 0.00% | +103+39.2% | Added |
| Laurel Wealth Advisors LLC | 363 | $36.4K | 0.01% | +2+0.6% | Added |
| Front Row Advisors LLC | 339 | $34.2K | 0.02% | +2+0.6% | Added |
| RFP Financial Group LLC | 323 | $32.4K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 321 | $32.0K | 0.00% | −9,795−96.8% | Reduced |
| Advisors Asset Management, Inc. | 303 | $30.4K | 0.00% | +303 | New |
| Westpac Banking Corp | 296 | $29.7K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 292 | $29.3K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 250 | $25.1K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 250 | $25.1K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 243 | $24.4K | 0.01% | −15−5.8% | Reduced |
| Zions Bancorporation, N.A. | 239 | $24.0K | 0.00% | +19+8.6% | Added |
| Ofi Invest Asset Management | 253 | $24.0K | 0.00% | +253 | New |
| Qube Research & Technologies Ltd | 237 | $23.8K | 0.00% | +237 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 232 | $23.4K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 228 | $22.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 208 | $21.0K | 0.02% | +74+55.2% | Added |
| Valley National Advisers Inc | 177 | $18.0K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 171 | $17.2K | 0.01% | +1+0.6% | Added |
| First Community Trust NA | 163 | $16.4K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 145 | $14.6K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 141 | $14.2K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 132 | $13.3K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 124 | $12.5K | 0.02% | +124 | New |
| Bell Investment Advisors, Inc | 122 | $12.3K | 0.00% | −20−14.1% | Reduced |
| Farmers & Merchants Investments Inc | 121 | $12.2K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 120 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 112 | $11.2K | 0.00% | +1+0.9% | Added |
| Prestige Wealth Management Group LLC | 111 | $11.2K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 110 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 107 | $11.0K | 0.00% | −23−17.7% | Reduced |
| Hexagon Capital Partners LLC | 93 | $9.34K | 0.00% | −6−6.1% | Reduced |
| MV Capital Management, Inc. | 90 | $9.04K | 0.00% | +2+2.3% | Added |
| Bollard Group LLC | 94 | $9.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 88 | $9.00K | 0.00% | +3+3.5% | Added |
| Private Trust Co NA | 86 | $8.64K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 86 | $8.64K | 0.00% | 00.0% | Unchanged |