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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.

Q4 2023 vs. Q3 2023

How the institutions holding Raymond James Financial Inc changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of RJF: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders65811720+73
Shares156.1M157.7K156.0M+20.9K (0.0%)
Value$15.7B$15.9M$17.4B+$1.71B (+10.9%)

11 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (120)

Institutions that held Raymond James Financial Inc at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 120 by value.

Institutions new to RJF in Q4 2023
InstitutionSharesValue% of portfolio
Healthcare of Ontario Pension Plan Trust Fund138,868$15.5M0.05%
Nuance Investments, LLC117,158$13.1M0.30%
Aware Super Pty Ltd as trustee of Aware Super62,392$10.0M0.14%
Cinctive Capital Management LP81,580$9.10M0.64%
Wafra Inc.76,111$8.49M0.50%
Greenfield Seitz Capital Management, LLC56,124$6.26M2.49%
Canada Pension Plan Investment Board55,700$6.21M0.01%
Holocene Advisors, LP54,126$6.04M0.02%
Parkwood LLC49,022$5.47M0.88%
Marex Group plc43,000$4.79M0.19%
Aquatic Capital Management LLC40,800$4.55M0.12%
Jefferies Financial Group Inc.37,915$4.23M0.07%
Renaissance Technologies LLC36,037$4.02M0.01%
Cullen Investment Group, Ltd.31,078$3.47M0.61%
TriaGen Wealth Management LLC29,352$3.27M1.56%
Access Investment Management LLC28,501$3.18M1.19%
Pathstone Holdings, LLC25,674$2.88M0.02%
First Trust Investment Solutions L.P.19,090$2.13M0.44%
Quadrature Capital Ltd17,589$1.96M0.04%
Degroof Petercam Asset Management16,450$1.83M0.02%
Connor, Clark & Lunn Investment Management Ltd.14,522$1.62M0.01%
Trexquant Investment LP14,011$1.56M0.04%
Wellspring Financial Advisors, LLC13,778$1.54M0.38%
Stablepoint Partners, LLC12,537$1.40M0.36%
Cerity Partners LLC12,134$1.35M0.00%
Edgestream Partners, L.P.11,648$1.30M0.09%
FORA Capital, LLC11,211$1.25M0.11%
Dynamic Technology Lab Private Ltd9,937$1.11M0.12%
Sanibel Captiva Trust Company, Inc.9,786$1.09M0.04%
Chilton Investment Co LLC7,679$856.2K0.03%
Muirfield Wealth Advisors LLC6,620$738.1K0.78%
Cumberland Partners Ltd6,400$713.6K0.07%
Concurrent Investment Advisors, LLC6,312$703.7K0.03%
Gilliland Jeter Wealth Management LLC6,047$674.3K0.28%
Wetzel Investment Advisors, Inc.6,029$672.0K0.41%
MGB Wealth Management, LLC5,803$647.0K0.33%
Signature Wealth Management Group5,738$639.8K0.30%
Aigen Investment Management, LP5,477$610.7K0.11%
Teza Capital Management LLC5,243$584.6K0.10%
FJ Investments, LLC4,800$535.2K0.03%
Verition Fund Management LLC4,771$532.0K0.01%
Investment Management Corp of Ontario4,626$515.8K0.01%
Quest Partners LLC4,413$492.1K0.10%
PEAK6 Investments LLC4,374$487.7K0.02%
Axq Capital, LP4,300$479.4K0.13%
NorthRock Partners, LLC4,111$460.2K0.02%
Nomura Holdings Inc3,774$420.8K0.00%
Two Sigma Investments, LP3,687$411.1K0.00%
Whalen Wealth Management Inc.3,569$397.9K0.36%
Everence Capital Management Inc3,370$376.0K0.03%
Quantitative Investment Management, LLC3,107$346.0K0.02%
Novak & Powell Financial Services, Inc.3,076$343.0K0.23%
Stonebrook Private Inc.3,070$342.3K0.11%
Scientech Research LLC3,061$341.3K0.34%
Sequoia Financial Advisors, LLC2,942$328.0K0.00%
Duality Advisers, LP2,927$326.4K0.03%
AE Wealth Management LLC2,862$324.1K0.00%
Catalyst Capital Advisors LLC2,760$307.7K0.01%
Calton & Associates, Inc.2,715$302.7K0.12%
Private Advisor Group, LLC2,589$288.7K0.00%
Empirical Asset Management, LLC2,446$272.7K0.22%
NewEdge Wealth, LLC2,375$264.8K0.01%
Vestmark Advisory Solutions, Inc.2,319$258.6K0.01%
Berry Wealth Group, LP2,214$246.9K0.23%
Versor Investments LP2,200$245.3K0.05%
Lake Street Advisors Group, LLC2,185$244.6K0.01%
Confluence Wealth Services, Inc.2,156$240.4K0.03%
Financial Insights, Inc.2,061$229.8K0.07%
Eagle Wealth Strategies LLC2,022$225.5K0.14%
Warren Averett Asset Management, LLC2,004$223.4K0.01%
Stratos Wealth Partners, LTD.1,978$220.6K0.00%
Synovus Financial Corp1,976$220.3K0.00%
Everpar Advisors LLC1,964$219.0K0.10%
Brighton Jones LLC1,939$216.2K0.01%
CX Institutional1,876$209.2K0.01%
Great Lakes Advisors, LLC1,857$207.1K0.00%
Oak Harbor Wealth Partners, LLC1,856$206.9K0.07%
Southeast Asset Advisors Inc.1,846$205.8K0.03%
Eisler Capital (UK) Ltd.1,837$204.8K0.02%
Cetera Advisors LLC1,830$204.0K0.00%
HighPoint Advisor Group LLC1,605$203.0K0.01%
First Bank & Trust1,807$201.5K0.05%
Advisory Services Network, LLC1,582$176.3K0.00%
Smartleaf Asset Management LLC1,543$173.9K0.05%
Principal Securities, Inc.1,347$150.2K0.01%
Capstone Investment Advisors, LLC1,313$146.4K0.00%
Bruce G. Allen Investments, LLC1,258$140.3K0.13%
Custom Portfolio Group LLC1,243$139.2K0.12%
GAMMA Investing LLC909$100.2K0.03%
Arlington Trust Co LLC873$97.4K0.03%
Rakuten Investment Management, Inc.472$53.2K0.00%
Rothschild Investment LLC471$52.5K0.00%
CVA Family Office, LLC452$50.4K0.01%
Old Point Trust & Financial Services N A300$33.5K0.01%
Turtle Creek Wealth Advisors, LLC268$29.9K0.01%
EntryPoint Capital, LLC193$21.5K0.02%
Naples Money Management LLC174$19.4K0.02%
Farmers & Merchants Trust Co of Chambersburg PA174$19.0K0.01%
Birchbrook, Inc.131$14.6K0.01%
SYSTM Wealth Solutions LLC120$13.4K0.00%

Sold out (47)

Institutions that held Raymond James Financial Inc at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of RJF in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Rockefeller Capital Management L.P.283,015$28.4M
Waratah Capital Advisors Ltd.235,720$23.7M
AXA S.A.139,816$14.0M
Azora Capital LP95,773$9.62M
Walleye Capital LLC82,384$8.27M
U.S. Capital Wealth Advisors, LLC18,238$1.83M
Unigestion Holding SA11,511$1.16M
First Foundation Advisors10,851$1.09M
Jump Financial, LLC7,994$802.8K
Oak Thistle LLC7,744$777.7K
Blueshift Asset Management, LLC6,892$692.2K
Banque Pictet & Cie SA6,884$691.4K
Wolverine Trading, LLC5,290$531.3K
Maltese Capital Management LLC5,000$502.1K
Y-Intercept (Hong Kong) Ltd4,388$440.7K
Quantbot Technologies LP3,666$368.2K
Jackson Creek Investment Advisors LLC3,603$362.0K
Lloyd Advisory Services, LLC.3,527$354.2K
Garda Capital Partners LP3,202$321.6K
Asahi Life Asset Management Co., Ltd.3,000$301.3K
Malaga Cove Capital, LLC2,989$300.2K
Brevan Howard Capital Management LP2,792$280.4K
Banque Cantonale Vaudoise2,718$273.0K
Fund Management at Engine No. 1 LLC2,686$269.8K
Gsa Capital Partners LLP2,614$263.0K
Boothbay Fund Management, LLC2,531$254.2K
Horizon Family Wealth, Inc.2,448$245.9K
Royce & Associates LP2,320$233.0K
Corundum Group, Inc.2,250$226.0K
Dakota Wealth Management2,208$221.8K
Leuthold Group, LLC2,200$220.9K
Laurion Capital Management LP2,073$208.2K
Old Mission Capital LLC1,993$200.2K
PFG Private Wealth Management, LLC1,519$152.6K
Front Row Advisors LLC339$34.2K
Bollard Group LLC94$9.00K
Baker Avenue Asset Management, LP86$8.64K
TD Waterhouse Canada Inc.52$5.10K
Concord Wealth Partners45$4.52K
Cary Street Partner Investment Advisory LLC40$4.02K
Centerpoint Advisors, LLC38$4.00K
SkyView Investment Advisors, LLC38$4.00K
Paloma Partners Management Co34$3.42K
USA Financial Portformulas Corp13$1.31K
WFA Asset Management Corp13$1.31K
Perkins Coie Trust Co13$1.30K
Glass Jacobson Investment Advisors llc9$904

Not filed for Q4 2023 yet (11)

Institutions that held Raymond James Financial Inc at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding RJF in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Bryn Mawr Trust Co71,199$7.15M
First Republic Investment Management, Inc.33,075$3.32M
Gyroscope Capital Management Group, LLC17,091$1.72M
Pathstone Family Office, LLC14,880$1.51M
Community Capital Management, Inc.10,500$1.05M
Advisor Partners II, LLC6,198$622.5K
Syntax Advisors, LLC2,314$232.4K
Sutton Wealth Advisors Inc.2,270$228.0K
Steward Financial Group LLC80$8.00K
Foster Dykema Cabot & Co Inc67$7.00K
KB Financial Partners, LLC36$4.00K