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, Q4 2023
Institutional positions in Raymond James Financial Inc as of Dec 31, 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
- 720
- +73 vs. Q3 2023
- Shares held
- 156.0M
- +20.9K (0.0%) vs. Q3 2023
- Total value
- $17.4B
- +$1.71B (+10.9%) vs. Q3 2023
- New holders
- 120
- 241 more added
- Sold out
- 47
- 238 more reduced
11 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Raymond James Financial Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 22,297,035 | $2.49B | 0.05% | −85,883−0.4% | Reduced |
| BlackRock Inc. | 16,353,105 | $1.82B | 0.05% | −128,513−0.8% | Reduced |
| Primecap Management Co | 12,317,607 | $1.37B | 1.09% | −251,520−2.0% | Reduced |
| Wellington Management Group LLP | 11,292,272 | $1.26B | 0.23% | −277,786−2.4% | Reduced |
| State Street Corp | 7,830,969 | $876.6M | 0.04% | +152,459+2.0% | Added |
| FMR LLC | 6,435,747 | $717.6M | 0.06% | −62,263−1.0% | Reduced |
| JPMorgan Chase & Co | 5,056,956 | $563.9M | 0.06% | −1,676,749−24.9% | Reduced |
| Geode Capital Management, LLC | 4,143,766 | $460.8M | 0.05% | +86,008+2.1% | Added |
| T. Rowe Price Investment Management, Inc. | 3,544,623 | $395.2M | 0.26% | −5,615−0.2% | Reduced |
| Invesco Ltd. | 2,499,044 | $278.6M | 0.07% | +301,615+13.7% | Added |
| Earnest Partners LLC | 2,330,121 | $259.8M | 1.30% | +165,096+7.6% | Added |
| Massachusetts Financial Services Co | 2,157,865 | $240.6M | 0.08% | +3,080+0.1% | Added |
| Agf Management Ltd | 2,147,825 | $239.5M | 1.41% | +120,427+5.9% | Added |
| Norges Bank | 2,141,974 | $238.8M | 0.04% | +45,274+2.2% | Added |
| Brave Warrior Advisors, LLC | 2,137,186 | $238.3M | 5.69% | −3,521−0.2% | Reduced |
| Northern Trust Corp | 1,988,672 | $221.7M | 0.04% | −93,926−4.5% | Reduced |
| Marshall Wace, LLP | 1,893,674 | $211.1M | 0.40% | +641,784+51.3% | Added |
| Dimensional Fund Advisors LP | 1,832,458 | $204.3M | 0.06% | +263,687+16.8% | Added |
| Bank of America Corp | 1,736,013 | $193.6M | 0.02% | −12,090−0.7% | Reduced |
| Morgan Stanley | 1,700,525 | $189.6M | 0.02% | +100,706+6.3% | Added |
| APG Asset Management N.V. | 1,667,589 | $168.3M | 0.33% | +102,918+6.6% | Added |
| Mercer Global Advisors Inc | 1,505,360 | $167.8M | 0.50% | −63,736−4.1% | Reduced |
| Thrivent Financial for Lutherans | 1,461,329 | $162.9M | 0.36% | +23,369+1.6% | Added |
| Bank of New York Mellon Corp | 1,353,796 | $150.9M | 0.03% | −14,970−1.1% | Reduced |
| Goldman Sachs Group Inc | 1,273,930 | $142.0M | 0.03% | −28,472−2.2% | Reduced |
| Legal & General Group Plc | 1,231,289 | $137.3M | 0.04% | −137,967−10.1% | Reduced |
| Harfst & Associates, Inc. | 1,129,071 | $125.9M | 33.23% | +3460.0% | Added |
| Charles Schwab Investment Management Inc | 1,082,745 | $120.7M | 0.03% | +88,700+8.9% | Added |
| Congress Asset Management Co | 935,872 | $104.3M | 0.82% | −40,057−4.1% | Reduced |
| UBS Asset Management Americas Inc | 886,217 | $98.8M | 0.04% | −41,981−4.5% | Reduced |
| Citadel Advisors LLC | 830,103 | $92.6M | 0.09% | −98,522−10.6% | Reduced |
| SEI Investments Co | 809,626 | $90.3M | 0.14% | +174,286+27.4% | Added |
| Amundi | 751,270 | $83.2M | 0.04% | +16,981+2.3% | Added |
| Principal Financial Group Inc | 641,932 | $71.6M | 0.05% | −30,346−4.5% | Reduced |
| Nuveen Asset Management, LLC | 623,985 | $69.6M | 0.02% | −4,696−0.7% | Reduced |
| Barclays PLC | 596,431 | $66.5M | 0.03% | +69,374+13.2% | Added |
| Ceredex Value Advisors LLC | 583,877 | $65.4M | 1.13% | −184,169−24.0% | Reduced |
| Palisade Capital Management LLC | 565,072 | $63.0M | 1.67% | −31,810−5.3% | Reduced |
| New York State Common Retirement Fund | 548,999 | $61.2M | 0.08% | −19,904−3.5% | Reduced |
| Premier Fund Managers Ltd | 526,000 | $59.3M | 2.56% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 525,151 | $58.6M | 0.01% | +24,591+4.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 503,108 | $56.1M | 0.04% | −8,280−1.6% | Reduced |
| Deutsche Bank AG | 496,410 | $55.3M | 0.03% | +25,239+5.4% | Added |
| Envestnet Asset Management Inc | 474,535 | $52.9M | 0.02% | +1,631+0.3% | Added |
| Voya Investment Management LLC | 472,673 | $52.7M | 0.05% | +408,605+637.8% | Added |
| Wells Fargo & Company | 466,618 | $52.0M | 0.01% | −814−0.2% | Reduced |
| HSBC Holdings PLC | 444,597 | $49.6M | 0.05% | +89,981+25.4% | Added |
| Silvercrest Asset Management Group LLC | 430,807 | $48.0M | 0.34% | −26,298−5.8% | Reduced |
| Fiera Capital Corp | 423,253 | $47.2M | 0.14% | +1,448+0.3% | Added |
| Fisher Asset Management, LLC | 422,804 | $47.1M | 0.02% | −53,579−11.2% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 420,524 | $46.9M | 1.78% | +49,161+13.2% | Added |
| Putnam Investments LLC | 415,333 | $46.3M | 0.06% | +33,828+8.9% | Added |
| Rhumbline Advisers | 385,497 | $43.0M | 0.05% | −4,349−1.1% | Reduced |
| Natixis Advisors, L.P. | 364,491 | $40.6M | 0.11% | +82,573+29.3% | Added |
| California Public Employees Retirement System | 354,258 | $39.5M | 0.03% | −15,588−4.2% | Reduced |
| Alliancebernstein L.P. | 346,854 | $38.7M | 0.01% | −42,605−10.9% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 335,385 | $37.4M | 0.37% | +77,263+29.9% | Added |
| TD Asset Management Inc | 325,016 | $36.2M | 0.04% | +4,776+1.5% | Added |
| UBS Group AG | 321,955 | $35.9M | 0.01% | +71,305+28.4% | Added |
| Bank of Montreal | 307,370 | $35.2M | 0.02% | +121,433+65.3% | Added |
| Raymond James & Associates | 311,311 | $34.7M | 0.03% | +3,390+1.1% | Added |
| Davis Asset Management, L.P. | 300,000 | $33.5M | 1.62% | 00.0% | Unchanged |
| Iat Reinsurance Co Ltd. | 298,125 | $33.2M | 6.15% | 00.0% | Unchanged |
| Credit Suisse AG | 290,636 | $32.4M | 0.03% | +4,423+1.5% | Added |
| California State Teachers Retirement System | 289,199 | $32.2M | 0.04% | −4,470−1.5% | Reduced |
| National Pension Service | 282,948 | $31.5M | 0.04% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 282,897 | $31.5M | 2.10% | −4,717−1.6% | Reduced |
| Macquarie Group Ltd | 271,043 | $30.2M | 0.03% | +905+0.3% | Added |
| Royal Bank of Canada | 265,575 | $29.6M | 0.01% | −56,956−17.7% | Reduced |
| FIL Ltd | 264,680 | $29.5M | 0.03% | +266+0.1% | Added |
| Ameriprise Financial Inc | 249,455 | $27.8M | 0.01% | −18,137−6.8% | Reduced |
| Clearbridge Investments, LLC | 242,225 | $27.0M | 0.02% | +115,396+91.0% | Added |
| Pinnacle Associates Ltd | 226,342 | $25.2M | 0.42% | −2,313−1.0% | Reduced |
| New York State Teachers Retirement System | 215,549 | $24.0M | 0.05% | −5,014−2.3% | Reduced |
| State Board of Administration of Florida Retirement System | 213,904 | $23.9M | 0.05% | −33,748−13.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 198,091 | $22.1M | 0.04% | +1,973+1.0% | Added |
| Nicholas Company, Inc. | 198,074 | $22.1M | 0.39% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 191,095 | $20.9M | 0.04% | +11,701+6.5% | Added |
| Adage Capital Partners GP, L.L.C. | 182,550 | $20.4M | 0.04% | −4,300−2.3% | Reduced |
| Prudential Financial Inc | 160,859 | $17.7M | 0.03% | −17,895−10.0% | Reduced |
| Basswood Capital Management, L.L.C. | 157,558 | $17.6M | 1.14% | +34,007+27.5% | Added |
| Russell Investments Group, Ltd. | 154,864 | $17.3M | 0.03% | +3,257+2.1% | Added |
| American Century Companies Inc | 153,763 | $17.1M | 0.01% | −12,203−7.4% | Reduced |
| Philo Smith Capital Corp | 151,500 | $16.9M | 5.43% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 150,146 | $16.7M | 0.03% | +25,768+20.7% | Added |
| Voloridge Investment Management, LLC | 149,137 | $16.6M | 0.07% | +71,906+93.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 138,868 | $15.5M | 0.05% | +138,868 | New |
| Great West Life Assurance Co | 137,203 | $15.2M | 0.03% | −22,760−14.2% | Reduced |
| Schroder Investment Management Group | 136,284 | $15.2M | 0.02% | −59,092−30.2% | Reduced |
| Manufacturers Life Insurance Company, The | 134,961 | $15.0M | 0.01% | +5,083+3.9% | Added |
| Royal London Asset Management Ltd | 132,399 | $14.8M | 0.04% | −3,385−2.5% | Reduced |
| Geneva Capital Management LLC | 127,991 | $14.3M | 0.27% | −4,742−3.6% | Reduced |
| CIBC World Markets Corp | 124,987 | $13.9M | 0.08% | +94,800+314.0% | Added |
| PB Investment Partners, L.P. | 123,518 | $13.8M | 10.75% | −2,420−1.9% | Reduced |
| AQR Capital Management LLC | 123,250 | $13.7M | 0.03% | +5,829+5.0% | Added |
| Victory Capital Management Inc | 122,104 | $13.6M | 0.01% | −37,127−23.3% | Reduced |
| Congress Wealth Management LLC | 119,393 | $13.3M | 0.24% | +389+0.3% | Added |
| Nuance Investments, LLC | 117,158 | $13.1M | 0.30% | +117,158 | New |
| Mitsubishi UFJ Trust & Banking Corp | 114,072 | $12.7M | 0.03% | −10,794−8.6% | Reduced |
| State of Wisconsin Investment Board | 112,519 | $12.5M | 0.04% | −6,297−5.3% | Reduced |