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 |
|---|---|---|---|---|---|
| Loomis Sayles & Co L P | 321 | $36.0K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 323 | $36.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 342 | $38.1K | 0.01% | −264−43.6% | Reduced |
| Advisors Asset Management, Inc. | 346 | $38.6K | 0.00% | +43+14.2% | Added |
| Laurel Wealth Advisors LLC | 364 | $40.6K | 0.01% | +1+0.3% | Added |
| TD Capital Management LLC | 377 | $42.0K | 0.00% | +2+0.5% | Added |
| Umb Bank N A | 377 | $42.0K | 0.00% | −105−21.8% | Reduced |
| Trust Co | 379 | $42.3K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 407 | $45.4K | 0.01% | −39−8.7% | Reduced |
| Parkside Financial Bank & Trust | 414 | $46.2K | 0.01% | −7−1.7% | Reduced |
| Operose Advisors LLC | 415 | $46.3K | 0.02% | −609−59.5% | Reduced |
| JFS Wealth Advisors, LLC | 432 | $48.2K | 0.00% | +24+5.9% | Added |
| Whittier Trust Co | 434 | $48.4K | 0.00% | −10−2.3% | Reduced |
| Pinnacle Financial Partners Inc | 442 | $49.3K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 452 | $50.4K | 0.01% | +452 | New |
| Rothschild Investment LLC | 471 | $52.5K | 0.00% | +471 | New |
| Allworth Financial LP | 474 | $52.9K | 0.00% | +57+13.7% | Added |
| Resources Management Corp | 472 | $53.0K | 0.01% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 472 | $53.2K | 0.00% | +472 | New |
| Benjamin F. Edwards & Company, Inc. | 493 | $55.0K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $55.8K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 522 | $58.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 526 | $59.0K | 0.00% | −34−6.1% | Reduced |
| Addison Advisors LLC | 552 | $61.5K | 0.02% | +136+32.7% | Added |
| Massmutual Trust Co FSB | 558 | $62.2K | 0.00% | +192+52.5% | Added |
| EverSource Wealth Advisors, LLC | 560 | $62.4K | 0.01% | +60+12.0% | Added |
| Delta Asset Management LLC | 678 | $75.6K | 0.01% | +3+0.4% | Added |
| Cambridge Trust Co | 717 | $79.9K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 719 | $81.6K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 784 | $87.5K | 0.01% | +296+60.7% | Added |
| Headlands Technologies LLC | 789 | $88.0K | 0.03% | +271+52.3% | Added |
| State of Wyoming | 856 | $95.4K | 0.02% | +89+11.6% | Added |
| Caldwell Trust Co | 869 | $96.9K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 873 | $97.3K | 0.00% | +96+12.4% | Added |
| Arlington Trust Co LLC | 873 | $97.4K | 0.03% | +873 | New |
| GAMMA Investing LLC | 909 | $100.2K | 0.03% | +909 | New |
| Sentry Investment Management LLC | 985 | $110.0K | 0.05% | −106−9.7% | Reduced |
| Stephenson National Bank & Trust | 1,067 | $119.0K | 0.06% | +91+9.3% | Added |
| Lindbrook Capital, LLC | 1,135 | $126.6K | 0.01% | +226+24.9% | Added |
| PSI Advisors, LLC | 1,157 | $129.0K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,240 | $135.5K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,230 | $137.1K | 0.01% | +17+1.4% | Added |
| Custom Portfolio Group LLC | 1,243 | $139.2K | 0.12% | +1,243 | New |
| Bruce G. Allen Investments, LLC | 1,258 | $140.3K | 0.13% | +1,258 | New |
| Capstone Investment Advisors, LLC | 1,313 | $146.4K | 0.00% | +1,313 | New |
| Principal Securities, Inc. | 1,347 | $150.2K | 0.01% | +1,347 | New |
| HM Payson & Co | 1,350 | $150.5K | 0.00% | −350−20.6% | Reduced |
| Quadrant Capital Group LLC | 1,361 | $151.8K | 0.01% | +359+35.8% | Added |
| Shell Asset Management Co | 1,393 | $155.0K | 0.01% | −4,089−74.6% | Reduced |
| Deane Retirement Strategies, Inc. | 1,507 | $168.0K | 0.09% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,512 | $168.6K | 0.11% | −460−23.3% | Reduced |
| Bessemer Group Inc | 1,537 | $172.0K | 0.00% | +44+2.9% | Added |
| Smartleaf Asset Management LLC | 1,543 | $173.9K | 0.05% | +1,543 | New |
| Advisory Services Network, LLC | 1,582 | $176.3K | 0.00% | +1,582 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,585 | $176.7K | 0.00% | +833+110.8% | Added |
| Parallel Advisors, LLC | 1,611 | $179.6K | 0.01% | +16+1.0% | Added |
| Park Place Capital Corp | 1,677 | $187.0K | 0.07% | −526−23.9% | Reduced |
| First Horizon Advisors, Inc. | 1,687 | $188.1K | 0.01% | −28−1.6% | Reduced |
| Penserra Capital Management LLC | 1,711 | $190.0K | 0.00% | −364−17.5% | Reduced |
| Central Trust Co | 1,771 | $197.5K | 0.01% | +1+0.1% | Added |
| First Bank & Trust | 1,807 | $201.5K | 0.05% | +1,807 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,800 | $201.5K | 0.09% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 1,605 | $203.0K | 0.01% | +1,605 | New |
| Cetera Advisors LLC | 1,830 | $204.0K | 0.00% | +1,830 | New |
| Eisler Capital (UK) Ltd. | 1,837 | $204.8K | 0.02% | +1,837 | New |
| Southeast Asset Advisors Inc. | 1,846 | $205.8K | 0.03% | +1,846 | New |
| Oak Harbor Wealth Partners, LLC | 1,856 | $206.9K | 0.07% | +1,856 | New |
| Great Lakes Advisors, LLC | 1,857 | $207.1K | 0.00% | +1,857 | New |
| CX Institutional | 1,876 | $209.2K | 0.01% | +1,876 | New |
| XTX Topco Ltd | 1,923 | $214.4K | 0.05% | −6,797−77.9% | Reduced |
| Brighton Jones LLC | 1,939 | $216.2K | 0.01% | +1,939 | New |
| Everpar Advisors LLC | 1,964 | $219.0K | 0.10% | +1,964 | New |
| Synovus Financial Corp | 1,976 | $220.3K | 0.00% | +1,976 | New |
| Stratos Wealth Partners, LTD. | 1,978 | $220.6K | 0.00% | +1,978 | New |
| Cigna Investments Inc | 2,003 | $223.0K | 0.05% | −50−2.4% | Reduced |
| Arthur M. Cohen & Associates, LLC | 2,000 | $223.0K | 0.05% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 2,004 | $223.4K | 0.01% | +2,004 | New |
| UniSuper Management Pty Ltd | 2,020 | $225.2K | 0.00% | +620+44.3% | Added |
| Eagle Wealth Strategies LLC | 2,022 | $225.5K | 0.14% | +2,022 | New |
| Boston Private Wealth LLC | 2,026 | $225.9K | 0.01% | −20−1.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 2,042 | $227.7K | 0.00% | +297+17.0% | Added |
| Integrated Wealth Concepts LLC | 2,050 | $228.6K | 0.00% | +17+0.8% | Added |
| Financial Insights, Inc. | 2,061 | $229.8K | 0.07% | +2,061 | New |
| Rehmann Capital Advisory Group | 2,079 | $231.9K | 0.02% | −43−2.0% | Reduced |
| Revolve Wealth Partners, LLC | 2,094 | $233.5K | 0.05% | −51−2.4% | Reduced |
| Crestwood Advisors Group LLC | 2,098 | $233.9K | 0.01% | −44−2.1% | Reduced |
| Schechter Investment Advisors, LLC | 2,100 | $234.2K | 0.02% | −41−1.9% | Reduced |
| RBA Wealth Management, LLC | 2,115 | $235.8K | 0.10% | −154−6.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,128 | $237.3K | 0.04% | +14+0.7% | Added |
| Confluence Wealth Services, Inc. | 2,156 | $240.4K | 0.03% | +2,156 | New |
| Ameritas Investment Partners, Inc. | 2,169 | $241.8K | 0.01% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 2,175 | $242.5K | 0.12% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 2,181 | $243.2K | 0.04% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 2,188 | $244.0K | 0.16% | −126−5.4% | Reduced |
| Shelton Capital Management | 2,192 | $244.4K | 0.01% | −161−6.8% | Reduced |
| Nations Financial Group Inc, | 2,193 | $244.5K | 0.02% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 2,185 | $244.6K | 0.01% | +2,185 | New |
| Ronald Blue Trust, Inc. | 2,439 | $245.0K | 0.00% | +268+12.3% | Added |
| Versor Investments LP | 2,200 | $245.3K | 0.05% | +2,200 | New |
| Proequities, Inc. | 2,198 | $246.1K | 0.02% | −56−2.5% | Reduced |