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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, 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.

Institutional holdersQ4 2023: 720 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 heldQ4 2023: $17.4B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Raymond James Financial Inc; share changes are against Q3 2023.

Institutions holding RJF in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$30.00%0New
DHJJ Financial Advisors, Ltd.0$130.00%0Unchanged
Valued Wealth Advisors LLC2$2020.00%+2New
Colonial Trust Advisors2$2230.00%00.0%Unchanged
Rosenberg Matthew Hamilton3$3350.00%00.0%Unchanged
Evermay Wealth Management LLC3$3350.00%+3New
Caitlin John, LLC3$3360.00%+3New
Sofos Investments, Inc.3$4280.00%00.0%Unchanged
Tfo-TDC, LLC5$5580.00%00.0%Unchanged
JJJ Advisors Inc.5$5580.00%00.0%Unchanged
Wolff Wiese Magana LLC5$5580.00%+5New
Sunbelt Securities, Inc.7$7910.00%00.0%Unchanged
Capital Analysts, LLC8$1.00K0.00%+8New
Gradient Investments LLC9$1.00K0.00%00.0%Unchanged
TFC Financial Management9$1.00K0.00%00.0%Unchanged
West Paces Advisors Inc.9$1.00K0.00%+3+50.0%Added
Bank of New Hampshire10$1.11K0.00%00.0%Unchanged
Larson Financial Group LLC10$1.14K0.00%−14−58.3%Reduced
First Manhattan Co11$1.23K0.00%+11New
Fuller & Thaler Asset Management, Inc.11$1.23K0.00%00.0%Unchanged
Spire Wealth Management12$1.38K0.00%−2−14.3%Reduced
Sandy Spring Bank14$1.56K0.00%00.0%Unchanged
Dunhill Financial, LLC14$1.59K0.00%+14New
C M Bidwell & Associates Ltd16$1.78K0.00%00.0%Unchanged
Harbour Investments, Inc.17$1.90K0.00%+9+112.5%Added
Avion Wealth15$2.00K0.00%+5+50.0%Added
Jackson, Grant Investment Advisers, Inc.18$2.01K0.00%00.0%Unchanged
Nalls Sherbakoff Group, LLC18$2.01K0.00%00.0%Unchanged
Plato Investment Management Ltd19$2.12K0.00%+19New
Lee Financial Co19$2.13K0.00%00.0%Unchanged
Geneos Wealth Management Inc.21$2.34K0.00%00.0%Unchanged
Versant Capital Management, Inc25$2.79K0.00%+3+13.6%Added
DiNuzzo Private Wealth, Inc.25$2.79K0.00%+25New
Asset Dedication, LLC30$3.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.27$3.01K0.00%00.0%Unchanged
Abound Wealth Management29$3.23K0.00%+1+3.6%Added
Washington Trust Advisors, Inc.30$3.31K0.00%+15+100.0%Added
Raffa Wealth Management, LLC30$3.35K0.00%00.0%Unchanged
McIlrath & Eck, LLC33$3.66K0.00%00.0%Unchanged
Sachetta, LLC34$3.80K0.00%+34New
Financial Management Professionals, Inc.32$4.00K0.00%+30+1,500.0%Added
Long Island Wealth Management, Inc.32$4.00K0.00%+32New
Key Financial Inc37$4.13K0.00%00.0%Unchanged
Raleigh Capital Management Inc.39$4.32K0.00%+35+875.0%Added
Kayne Anderson Rudnick Investment Management LLC40$4.46K0.00%+16+66.7%Added
Colonial Trust Co40$4.51K0.00%−1−2.4%Reduced
SOA Wealth Advisors, LLC.41$4.58K0.00%00.0%Unchanged
Private Wealth Management Group, LLC42$4.68K0.00%+42New
FSA Wealth Management LLC45$5.00K0.00%+45New
Copeland Capital Management, LLC49$5.46K0.00%00.0%Unchanged
Washington Trust Co50$5.58K0.00%+50New
Aspect Partners, LLC57$6.36K0.00%+57New
Venturi Wealth Management, LLC59$6.58K0.00%+46+353.8%Added
Tradition Wealth Management, LLC59$7.00K0.00%−48−44.9%Reduced
Glen Eagle Advisors, LLC66$7.36K0.00%−44−40.0%Reduced
Creative Financial Designs Inc66$7.36K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC68$7.58K0.00%+68New
Cullen/Frost Bankers, Inc.71$7.92K0.00%−157−68.9%Reduced
AdvisorNet Financial, Inc72$8.03K0.00%+72New
Global Wealth Management Investment Advisory, Inc.75$8.36K0.00%00.0%Unchanged
Quent Capital, LLC78$8.70K0.00%+23+41.8%Added
Clearstead Advisors, LLC79$8.81K0.00%+52+192.6%Added
Jones Financial Companies LLLP85$9.48K0.00%+64+304.8%Added
Private Trust Co NA86$9.59K0.00%00.0%Unchanged
Hexagon Capital Partners LLC89$9.92K0.00%−4−4.3%Reduced
GW&K Investment Management, LLC92$10.0K0.00%+4+4.5%Added
Hobbs Group Advisors, LLC90$10.0K0.00%+90New
Fortitude Family Office, LLC103$11.5K0.01%+103New
Cornerstone Planning Group LLC110$12.3K0.00%−2−1.8%Reduced
MV Capital Management, Inc.110$12.3K0.00%+20+22.2%Added
Prestige Wealth Management Group LLC111$12.4K0.00%00.0%Unchanged
Smithfield Trust Co120$13.0K0.00%00.0%Unchanged
SYSTM Wealth Solutions LLC120$13.4K0.00%+120New
Farmers & Merchants Investments Inc121$13.5K0.00%00.0%Unchanged
LGT Financial Advisors LLC124$13.8K0.02%00.0%Unchanged
Manchester Capital Management LLC128$14.3K0.00%+109+573.7%Added
Birchbrook, Inc.131$14.6K0.01%+131New
New Millennium Group LLC132$14.8K0.01%00.0%Unchanged
Covestor Ltd135$15.0K0.01%−73−35.1%Reduced
Bell Investment Advisors, Inc137$15.3K0.00%+15+12.3%Added
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna140$15.6K0.01%+60+75.0%Added
Princeton Global Asset Management LLC145$16.2K0.00%00.0%Unchanged
Glassman Wealth Services154$17.2K0.00%+13+9.2%Added
First Community Trust NA163$18.2K0.02%00.0%Unchanged
Bokf, NA166$18.5K0.00%+150+937.5%Added
Farmers & Merchants Trust Co of Chambersburg PA174$19.0K0.01%+174New
CarsonAllaria Wealth Management, Ltd.172$19.2K0.01%+1+0.6%Added
Naples Money Management LLC174$19.4K0.02%+174New
Valley National Advisers Inc187$20.0K0.00%+10+5.6%Added
Deseret Mutual Benefit Administrators192$21.4K0.01%−51−21.0%Reduced
EntryPoint Capital, LLC193$21.5K0.02%+193New
Livforsakringsbolaget Skandia, Omsesidigt232$26.0K0.00%00.0%Unchanged
Zions Bancorporation, N.A.239$26.6K0.00%00.0%Unchanged
Ofi Invest Asset Management265$26.7K0.00%+12+4.7%Added
Riggs Asset Managment Co. Inc.250$27.9K0.01%00.0%Unchanged
Bray Capital Advisors250$27.9K0.01%00.0%Unchanged
Turtle Creek Wealth Advisors, LLC268$29.9K0.01%+268New
FinTrust Capital Advisors, LLC292$32.6K0.01%00.0%Unchanged
Westpac Banking Corp296$33.0K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A300$33.5K0.01%+300New