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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.

Institutional holdersQ3 2023: 658 institutions
Q1 2021: 552 institutionsQ2 2021: 565 institutionsQ3 2021: 583 institutionsQ4 2021: 638 institutionsQ1 2022: 664 institutionsQ2 2022: 657 institutionsQ3 2022: 666 institutionsQ4 2022: 701 institutionsQ1 2023: 664 institutionsQ2 2023: 644 institutionsQ3 2023: 658 institutionsQ4 2023: 720 institutionsQ1 2024: 729 institutionsQ2 2024: 751 institutionsQ3 2024: 768 institutionsQ4 2024: 840 institutionsQ1 2025: 858 institutionsQ2 2025: 857 institutionsQ3 2025: 894 institutionsQ4 2025: 936 institutionsQ1 2026: 925 institutionsQ2 2026: 904 institutions
Value heldQ3 2023: $15.7B
Q1 2021: $12.3BQ2 2021: $13.2BQ3 2021: $14.0BQ4 2021: $15.5BQ1 2022: $17.3BQ2 2022: $14.3BQ3 2022: $16.1BQ4 2022: $17.5BQ1 2023: $14.8BQ2 2023: $16.5BQ3 2023: $15.7BQ4 2023: $17.4BQ1 2024: $19.9BQ2 2024: $18.9BQ3 2024: $19.1BQ4 2024: $23.9BQ1 2025: $21.8BQ2 2025: $23.8BQ3 2025: $26.0BQ4 2025: $24.6BQ1 2026: $22.0BQ2 2026: $23.1B
Institutions holding RJF and their total value by quarter
QuarterHoldersValue
Q2 2026904$23.1B
Q1 2026925$22.0B
Q4 2025936$24.6B
Q3 2025894$26.0B
Q2 2025857$23.8B
Q1 2025858$21.8B
Q4 2024840$23.9B
Q3 2024768$19.1B
Q2 2024751$18.9B
Q1 2024729$19.9B
Q4 2023720$17.4B
Q3 2023658$15.7B
Q2 2023644$16.5B
Q1 2023664$14.8B
Q4 2022701$17.5B
Q3 2022666$16.1B
Q2 2022657$14.3B
Q1 2022664$17.3B
Q4 2021638$15.5B
Q3 2021583$14.0B
Q2 2021565$13.2B
Q1 2021552$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.

Institutions holding RJF in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna80$8.03K0.00%+80New
Steward Financial Group LLC80$8.00K0.00%+80New
Global Wealth Management Investment Advisory, Inc.75$7.53K0.00%00.0%Unchanged
Foster Dykema Cabot & Co Inc67$7.00K0.00%00.0%Unchanged
Creative Financial Designs Inc66$6.63K0.00%00.0%Unchanged
Quent Capital, LLC55$5.52K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.52$5.10K0.00%00.0%Unchanged
Copeland Capital Management, LLC49$4.92K0.00%00.0%Unchanged
Concord Wealth Partners45$4.52K0.00%00.0%Unchanged
Colonial Trust Co41$4.26K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.41$4.13K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC40$4.02K0.00%+40New
Centerpoint Advisors, LLC38$4.00K0.00%00.0%Unchanged
SkyView Investment Advisors, LLC38$4.00K0.00%00.0%Unchanged
KB Financial Partners, LLC36$4.00K0.00%00.0%Unchanged
Key Financial Inc37$3.72K0.00%00.0%Unchanged
Paloma Partners Management Co34$3.42K0.00%+34New
McIlrath & Eck, LLC33$3.28K0.00%00.0%Unchanged
Raffa Wealth Management, LLC30$3.01K0.00%00.0%Unchanged
Asset Dedication, LLC30$3.00K0.00%+30New
Abound Wealth Management28$2.81K0.00%00.0%Unchanged
SJS Investment Consulting Inc.27$2.71K0.00%+12+80.0%Added
Clearstead Advisors, LLC27$2.71K0.00%+27New
Larson Financial Group LLC24$2.43K0.00%+14+140.0%Added
Kayne Anderson Rudnick Investment Management LLC24$2.41K0.00%00.0%Unchanged
Versant Capital Management, Inc22$2.21K0.00%00.0%Unchanged
Geneos Wealth Management Inc.21$2.11K0.00%00.0%Unchanged
Jones Financial Companies LLLP21$2.11K0.00%+21New
Lee Financial Co19$1.92K0.00%00.0%Unchanged
Manchester Capital Management LLC19$1.91K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.18$1.81K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC18$1.81K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd16$1.61K0.00%00.0%Unchanged
Bokf, NA16$1.53K0.00%−45−73.8%Reduced
Washington Trust Advisors, Inc.15$1.51K0.00%+15New
Spire Wealth Management14$1.44K0.00%+1+7.7%Added
Sandy Spring Bank14$1.41K0.00%+14New
USA Financial Portformulas Corp13$1.31K0.00%00.0%Unchanged
Venturi Wealth Management, LLC13$1.31K0.00%+10+333.3%Added
WFA Asset Management Corp13$1.31K0.00%+13New
Perkins Coie Trust Co13$1.30K0.00%+13New
Fuller & Thaler Asset Management, Inc.11$1.10K0.00%00.0%Unchanged
Bank of New Hampshire10$1.00K0.00%00.0%Unchanged
Avion Wealth10$1.00K0.00%+5+100.0%Added
TFC Financial Management9$9040.00%−3−25.0%Reduced
Glass Jacobson Investment Advisors llc9$9040.00%−1−10.0%Reduced
Gradient Investments LLC9$9040.00%+4+80.0%Added
Harbour Investments, Inc.8$8030.00%00.0%Unchanged
Sunbelt Securities, Inc.7$7090.00%00.0%Unchanged
West Paces Advisors Inc.6$6030.00%00.0%Unchanged
Tfo-TDC, LLC5$5190.00%00.0%Unchanged
JJJ Advisors Inc.5$5030.00%−9−64.3%Reduced
Raleigh Capital Management Inc.4$3730.00%+4New
Sofos Investments, Inc.3$3680.00%−101−97.1%Reduced
Rosenberg Matthew Hamilton3$3010.00%00.0%Unchanged
Colonial Trust Advisors2$2010.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.0$120.00%0New
Financial Management Professionals, Inc.2$00.00%00.0%Unchanged
Gillson Capital LP0$00.00%−96,601−100.0%Sold out
Andra AP-fonden0$00.00%−61,800−100.0%Sold out
Parkwood LLC0$00.00%−58,937−100.0%Sold out
Marex Group plc0$00.00%−52,500−100.0%Sold out
Invenomic Capital Management LP0$00.00%−49,016−100.0%Sold out
Chilton Investment Co LLC0$00.00%−37,766−100.0%Sold out
CX Institutional0$00.00%−34,676−100.0%Sold out
Intact Investment Management Inc.0$00.00%−24,800−100.0%Sold out
Redwood Investment Management, LLC0$00.00%−15,856−100.0%Sold out
Quadrature Capital Ltd0$00.00%−13,146−100.0%Sold out
Pensionfund Sabic0$00.00%−12,000−100.0%Sold out
Cerity Partners LLC0$00.00%−11,529−100.0%Sold out
Veritable, L.P.0$00.00%−10,872−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−10,244−100.0%Sold out
Eqis Capital Management, Inc.0$00.00%−6,308−100.0%Sold out
DFPG Investments, LLC0$00.00%−4,581−100.0%Sold out
Laffer Tengler Investments0$00.00%−4,205−100.0%Sold out
Triasima Portfolio Management inc.0$00.00%−2,815−100.0%Sold out
Navellier & Associates Inc0$00.00%−3,641−100.0%Sold out
Ergoteles LLC0$00.00%−2,767−100.0%Sold out
Calton & Associates, Inc.0$00.00%−2,715−100.0%Sold out
Industrial Alliance Investment Management Inc.0$00.00%−2,680−100.0%Sold out
Vestmark Advisory Solutions, Inc.0$00.00%−2,572−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−2,394−100.0%Sold out
Pine Valley Investments Ltd Liability Co0$00.00%−2,374−100.0%Sold out
Private Advisor Group, LLC0$00.00%−2,179−100.0%Sold out
FDx Advisors, Inc.0$00.00%−2,281−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−2,067−100.0%Sold out
Financial Insights, Inc.0$00.00%−2,061−100.0%Sold out
Johnson Investment Counsel Inc0$00.00%−2,032−100.0%Sold out
Synovus Financial Corp0$00.00%−1,939−100.0%Sold out
Arlington Partners LLC0$00.00%−830−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−645−100.0%Sold out
Simplex Trading, LLC0$00.00%−548−100.0%Sold out
CVA Family Office, LLC0$00.00%−397−100.0%Sold out
Old Point Trust & Financial Services N A0$00.00%−300−100.0%Sold out
Clear Street Markets LLC0$00.00%−250−100.0%Sold out
Tilia Fiduciary Partners, Inc.0$00.00%−235−100.0%Sold out
PCA Investment Advisory Services Inc.0$00.00%−166−100.0%Sold out
Brown Brothers Harriman & Co0$00.00%−136−100.0%Sold out
Whittier Trust Co of Nevada Inc0$00.00%−96−100.0%Sold out
Disciplined Investments, LLC0$00.00%−26−100.0%Sold out