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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
Berry Wealth Group, LP2,214$246.9K0.23%+2,214New
Principle Wealth Partners LLC2,225$248.1K0.02%00.0%Unchanged
Canandaigua National Bank & Trust Co2,235$249.2K0.04%−13−0.6%Reduced
Trust Asset Management LLC2,261$252.1K0.02%00.0%Unchanged
Meiji Yasuda Asset Management Co Ltd.2,281$254.3K0.01%00.0%Unchanged
South Dakota Investment Council2,300$256.0K0.01%00.0%Unchanged
Harbor Investment Advisory, LLC2,317$258.3K0.03%00.0%Unchanged
Vestmark Advisory Solutions, Inc.2,319$258.6K0.01%+2,319New
Empowered Funds, LLC2,357$262.8K0.01%+356+17.8%Added
NewEdge Wealth, LLC2,375$264.8K0.01%+2,375New
Legacy Wealth Asset Management, LLC2,439$271.9K0.09%+21+0.9%Added
Empirical Asset Management, LLC2,446$272.7K0.22%+2,446New
Darwin Advisors, LLC2,448$273.0K0.07%00.0%Unchanged
Edmp, Inc.2,457$274.0K0.25%00.0%Unchanged
Salem Investment Counselors Inc2,458$275.2K0.01%00.0%Unchanged
Drive Wealth Management, LLC2,467$276.2K0.09%+149+6.4%Added
Alliance Wealth Advisors, LLC2,483$276.9K0.09%−12−0.5%Reduced
Blue Chip Partners, Inc.2,515$280.4K0.03%+11+0.4%Added
Norden Group LLC2,530$282.0K0.05%−997−28.3%Reduced
Moseley Investment Management Inc2,532$282.3K0.16%−93−3.5%Reduced
Sawtooth Solutions, LLC2,560$285.4K0.01%+216+9.2%Added
Bleakley Financial Group, LLC2,560$285.4K0.01%+216+9.2%Added
Checchi Capital Advisers, LLC2,567$286.2K0.02%−28−1.1%Reduced
Northwestern Mutual Wealth Management Co2,568$286.4K0.00%−716−21.8%Reduced
Private Advisor Group, LLC2,589$288.7K0.00%+2,589New
Phillips Wealth Planners LLC2,644$290.1K0.35%+11+0.4%Added
Personal Cfo Solutions, LLC2,629$293.2K0.05%+600+29.6%Added
Horizon Investments, LLC2,645$294.9K0.01%−83−3.0%Reduced
Samalin Investment Counsel, LLC2,645$295.0K0.15%+59+2.3%Added
NEOS Investment Management LLC2,663$296.9K0.03%+434+19.5%Added
Dynamic Advisor Solutions LLC2,679$300.1K0.01%+237+9.7%Added
Symmetry Partners, LLC2,668$301.0K0.02%−936−26.0%Reduced
MTM Investment Management, LLC2,700$301.1K0.14%00.0%Unchanged
Profund Advisors LLC2,712$302.4K0.01%+556+25.8%Added
Calton & Associates, Inc.2,715$302.7K0.12%+2,715New
Evercore Wealth Management, LLC2,728$304.2K0.01%00.0%Unchanged
Novare Capital Management LLC2,730$304.4K0.03%00.0%Unchanged
Collective Family Office LLC2,734$304.8K0.11%00.0%Unchanged
Catalyst Capital Advisors LLC2,760$307.7K0.01%+2,760New
Wetherby Asset Management Inc2,781$310.1K0.02%+503+22.1%Added
Federation des caisses Desjardins du Quebec2,805$312.8K0.00%00.0%Unchanged
Flagship Harbor Advisors, LLC2,859$318.8K0.02%00.0%Unchanged
Ostrum Asset Management2,893$322.6K0.03%+13+0.5%Added
AE Wealth Management LLC2,862$324.1K0.00%+2,862New
Atria Wealth Solutions, Inc.2,900$324.4K0.00%+302+11.6%Added
Kohmann Bosshard Financial Services, LLC2,925$326.1K0.05%00.0%Unchanged
Duality Advisers, LP2,927$326.4K0.03%+2,927New
Sequoia Financial Advisors, LLC2,942$328.0K0.00%+2,942New
Pinnacle Wealth Management Advisory Group, LLC2,979$332.2K0.04%+219+7.9%Added
Clarus Group, Inc.3,002$334.7K0.25%−75−2.4%Reduced
Quad-Cities Investment Group, LLC2,987$335.9K0.21%+11+0.4%Added
Scientech Research LLC3,061$341.3K0.34%+3,061New
Stonebrook Private Inc.3,070$342.3K0.11%+3,070New
Novak & Powell Financial Services, Inc.3,076$343.0K0.23%+3,076New
Vontobel Holding Ltd.3,084$343.9K0.00%00.0%Unchanged
Quantitative Investment Management, LLC3,107$346.0K0.02%+3,107New
DoubleLine ETF Adviser LP3,105$346.2K0.10%+209+7.2%Added
Pitcairn Co3,118$347.7K0.03%+8+0.3%Added
Worldquant Millennium Advisors LLC3,239$361.1K0.01%00.0%Unchanged
First Eagle Investment Management, LLC3,250$362.4K0.00%00.0%Unchanged
Great Lakes Retirement, Inc.3,270$364.6K0.06%−23−0.7%Reduced
National Asset Management, Inc.3,298$369.2K0.01%−1,399−29.8%Reduced
Avantax Advisory Services, Inc.3,345$372.9K0.00%−144−4.1%Reduced
Tectonic Advisors LLC3,369$375.6K0.03%+253+8.1%Added
Everence Capital Management Inc3,370$376.0K0.03%+3,370New
Aspen Grove Capital, LLC3,383$377.8K0.12%−54−1.6%Reduced
Texas Yale Capital Corp.3,398$378.9K0.02%+23+0.7%Added
Cetera Investment Advisers3,441$383.7K0.00%+192+5.9%Added
Coldstream Capital Management Inc3,465$386.4K0.01%+1,376+65.9%Added
Huntington National Bank3,478$387.8K0.00%−15−0.4%Reduced
Portside Wealth Group, LLC3,506$390.9K0.07%−129−3.5%Reduced
Whalen Wealth Management Inc.3,569$397.9K0.36%+3,569New
IFP Advisors, Inc3,573$398.5K0.02%−257−6.7%Reduced
Essex Financial Services, Inc.3,605$402.0K0.04%+39+1.1%Added
Veriti Management LLC3,616$403.2K0.04%+1,259+53.4%Added
Visionary Wealth Advisors3,656$407.7K0.03%−124−3.3%Reduced
Two Sigma Investments, LP3,687$411.1K0.00%+3,687New
Argus Investors' Counsel, Inc.3,718$414.6K0.27%−30−0.8%Reduced
Baker Tilly Wealth Management, LLC3,738$416.8K0.07%−66−1.7%Reduced
Fulton Bank, N.A.3,738$416.8K0.02%+161+4.5%Added
Nomura Holdings Inc3,774$420.8K0.00%+3,774New
Alberta Investment Management Corp3,800$423.7K0.00%00.0%Unchanged
CIBC World Markets Inc.3,811$425.0K0.00%−300−7.3%Reduced
Ieq Capital, LLC3,853$429.6K0.01%−13−0.3%Reduced
Great Valley Advisor Group, Inc.3,856$429.9K0.02%+10.0%Added
Greenleaf Trust3,873$431.8K0.00%+190+5.2%Added
Shulman DeMeo Asset Management LLC3,922$437.3K0.12%+75+1.9%Added
Williams Jones Wealth Management, LLC.4,000$446.0K0.01%−1,000−20.0%Reduced
NJ State Employees Deferred Compensation Plan4,000$446.0K0.06%00.0%Unchanged
Agate Pass Investment Management, LLC4,054$452.0K0.26%00.0%Unchanged
Waterloo Capital, L.P.4,112$458.5K0.07%+43+1.1%Added
Choate Investment Advisors4,120$459.4K0.01%−33−0.8%Reduced
NorthRock Partners, LLC4,111$460.2K0.02%+4,111New
Cambridge Investment Research Advisors, Inc.4,273$476.0K0.00%−1,862−30.4%Reduced
Global Financial Private Client, LLC4,282$477.4K0.22%00.0%Unchanged
Baird Financial Group, Inc.4,296$479.0K0.00%−416−8.8%Reduced
Axq Capital, LP4,300$479.4K0.13%+4,300New
Vident Advisory, LLC4,334$483.3K0.01%+1,841+73.8%Added
PEAK6 Investments LLC4,374$487.7K0.02%+4,374New
Quest Partners LLC4,413$492.1K0.10%+4,413New