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 |
|---|---|---|---|---|---|
| Petrus Trust Company, LTA | 4,417 | $492.5K | 0.05% | +2,174+96.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,421 | $493.0K | 0.01% | +2,047+86.2% | Added |
| Vestcor Inc | 4,524 | $504.0K | 0.02% | −44−1.0% | Reduced |
| V-Square Quantitative Management LLC | 4,541 | $506.3K | 0.12% | +879+24.0% | Added |
| Assenagon Asset Management S.A. | 4,587 | $511.5K | 0.00% | −95−2.0% | Reduced |
| Investment Management Corp of Ontario | 4,626 | $515.8K | 0.01% | +4,626 | New |
| Harrell Investment Partners, LLC | 4,686 | $522.5K | 0.16% | +19+0.4% | Added |
| Principal Street Partners, LLC | 4,747 | $529.3K | 0.13% | −81−1.7% | Reduced |
| Verition Fund Management LLC | 4,771 | $532.0K | 0.01% | +4,771 | New |
| Kestra Advisory Services, LLC | 4,785 | $533.5K | 0.00% | +10.0% | Added |
| FJ Investments, LLC | 4,800 | $535.2K | 0.03% | +4,800 | New |
| Guinness Asset Management LTD | 4,851 | $540.9K | 0.01% | −337−6.5% | Reduced |
| Toroso Investments, LLC | 4,880 | $544.1K | 0.01% | −1,273−20.7% | Reduced |
| Swedbank AB | 4,904 | $546.8K | 0.00% | 00.0% | Unchanged |
| Intrust Bank NA | 4,968 | $553.9K | 0.06% | +213+4.5% | Added |
| Dock Street Asset Management Inc | 4,979 | $555.2K | 0.09% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 5,064 | $564.6K | 0.11% | +200+4.1% | Added |
| Forum Financial Management, LP | 5,075 | $565.9K | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 5,092 | $567.8K | 0.00% | −46,863−90.2% | Reduced |
| Covenant Partners, LLC | 5,093 | $567.9K | 0.18% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 5,098 | $568.4K | 0.05% | 00.0% | Unchanged |
| Intech Investment Management LLC | 5,121 | $571.0K | 0.01% | −9,250−64.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 5,140 | $573.1K | 0.05% | +1,658+47.6% | Added |
| Tranquility Partners, LLC | 5,190 | $578.7K | 0.24% | −1,697−24.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,233 | $583.5K | 0.15% | −514−8.9% | Reduced |
| Teza Capital Management LLC | 5,243 | $584.6K | 0.10% | +5,243 | New |
| Credit Agricole S A | 5,317 | $592.8K | 0.01% | +3,549+200.7% | Added |
| Tokio Marine Asset Management Co Ltd | 5,380 | $599.9K | 0.03% | +357+7.1% | Added |
| Bill Few Associates, Inc. | 5,445 | $607.1K | 0.28% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 5,477 | $610.7K | 0.11% | +5,477 | New |
| Ontario Teachers Pension Plan Board | 5,635 | $628.3K | 0.01% | +240+4.4% | Added |
| Kestra Private Wealth Services, LLC | 5,699 | $635.4K | 0.02% | +81+1.4% | Added |
| Systematic Alpha Investments, LLC | 5,700 | $635.5K | 0.03% | 00.0% | Unchanged |
| Signature Wealth Management Group | 5,738 | $639.8K | 0.30% | +5,738 | New |
| MGB Wealth Management, LLC | 5,803 | $647.0K | 0.33% | +5,803 | New |
| Threadgill Financial, LLC | 5,860 | $653.4K | 0.43% | +88+1.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,948 | $663.2K | 0.02% | +16+0.3% | Added |
| Wealthspire Advisors, LLC | 5,952 | $663.6K | 0.01% | −75−1.2% | Reduced |
| Wetzel Investment Advisors, Inc. | 6,029 | $672.0K | 0.41% | +6,029 | New |
| Guggenheim Capital LLC | 6,037 | $673.1K | 0.01% | −3,809−38.7% | Reduced |
| Gilliland Jeter Wealth Management LLC | 6,047 | $674.3K | 0.28% | +6,047 | New |
| GTS Securities LLC | 6,125 | $682.9K | 0.01% | −345−5.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,147 | $685.4K | 0.01% | +206+3.5% | Added |
| HBK Sorce Advisory LLC | 6,170 | $688.0K | 0.03% | −16−0.3% | Reduced |
| Metis Global Partners, LLC | 6,222 | $693.8K | 0.03% | −849−12.0% | Reduced |
| Balyasny Asset Management LLC | 6,245 | $696.3K | 0.00% | +497+8.6% | Added |
| Staley Capital Advisers Inc | 6,250 | $696.9K | 0.03% | −30.0% | Reduced |
| Concurrent Investment Advisors, LLC | 6,312 | $703.7K | 0.03% | +6,312 | New |
| Steward Partners Investment Advisory, LLC | 6,375 | $710.8K | 0.01% | +62+1.0% | Added |
| Empirical Finance, LLC | 6,387 | $712.2K | 0.05% | +44+0.7% | Added |
| Cumberland Partners Ltd | 6,400 | $713.6K | 0.07% | +6,400 | New |
| Yorktown Management & Research Co Inc | 6,450 | $719.2K | 0.75% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 6,460 | $720.3K | 0.03% | −50−0.8% | Reduced |
| Glenmede Trust Co NA | 6,532 | $728.3K | 0.00% | −30.0% | Reduced |
| Muirfield Wealth Advisors LLC | 6,620 | $738.1K | 0.78% | +6,620 | New |
| Norinchukin Bank, The | 6,690 | $745.9K | 0.02% | −776−10.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,695 | $746.5K | 0.05% | +129+2.0% | Added |
| Cavalier Investments, LLC | 6,723 | $749.6K | 0.28% | +145+2.2% | Added |
| Lido Advisors, LLC | 6,792 | $760.4K | 0.01% | −52,412−88.5% | Reduced |
| Wealthfront Advisers LLC | 6,867 | $765.7K | 0.00% | +215+3.2% | Added |
| Walleye Trading LLC | 6,889 | $768.1K | 0.01% | −14,063−67.1% | Reduced |
| Man Group plc | 6,944 | $774.3K | 0.00% | – | – |
| TD Private Client Wealth LLC | 7,025 | $783.3K | 0.03% | −20.0% | Reduced |
| HRT Financial LP | 7,046 | $785.0K | 0.01% | −93,458−93.0% | Reduced |
| Saturna Capital CORP | 7,352 | $819.7K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 7,413 | $826.5K | 0.01% | +2,461+49.7% | Added |
| Mirabella Financial Services LLP | 7,440 | $829.6K | 0.12% | +5,231+236.8% | Added |
| Skylands Capital, LLC | 7,474 | $833.4K | 0.12% | −600−7.4% | Reduced |
| Metropolitan Life Insurance Co | 7,648 | $852.8K | 0.04% | −128−1.6% | Reduced |
| Chilton Investment Co LLC | 7,679 | $856.2K | 0.03% | +7,679 | New |
| Snowden Capital Advisors LLC | 7,745 | $863.6K | 0.03% | +72+0.9% | Added |
| Capital Investment Advisors, LLC | 7,782 | $867.7K | 0.02% | −131−1.7% | Reduced |
| Bradley Foster & Sargent Inc | 7,915 | $882.5K | 0.02% | −250−3.1% | Reduced |
| Gateway Investment Advisers LLC | 7,950 | $886.4K | 0.01% | +2,631+49.5% | Added |
| Trust Co of Toledo NA | 7,966 | $888.2K | 0.15% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 8,133 | $906.8K | 0.25% | +55+0.7% | Added |
| Achmea Investment Management B.V. | 8,130 | $907.0K | 0.02% | −3,520−30.2% | Reduced |
| Signaturefd, LLC | 8,293 | $924.7K | 0.02% | +1,004+13.8% | Added |
| One + One Wealth Management, LLC | 8,500 | $947.8K | 0.58% | −199−2.3% | Reduced |
| Consolidated Planning Corp | 8,591 | $957.9K | 0.18% | −67−0.8% | Reduced |
| Chiron Capital Management, LLC | 8,650 | $964.5K | 0.84% | 00.0% | Unchanged |
| Natixis Investment Managers International | 8,697 | $969.7K | 0.07% | +2,000+29.9% | Added |
| Cetera Advisor Networks LLC | 8,834 | $985.0K | 0.01% | −271−3.0% | Reduced |
| Financial Counselors Inc | 8,966 | $999.7K | 0.02% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 8,975 | $1.00M | 0.38% | −375−4.0% | Reduced |
| Gladstone Institutional Advisory LLC | 9,004 | $1.00M | 0.06% | +224+2.6% | Added |
| Klingman & Associates, LLC | 9,066 | $1.01M | 0.07% | +11+0.1% | Added |
| Gryphon Financial Partners LLC | 9,142 | $1.02M | 0.18% | +10.0% | Added |
| RMB Capital Management, LLC | 9,160 | $1.02M | 0.03% | +36+0.4% | Added |
| Commerce Bank | 9,202 | $1.03M | 0.01% | −1,054−10.3% | Reduced |
| Panagora Asset Management Inc | 9,377 | $1.05M | 0.01% | 00.0% | Unchanged |
| Atlas Wealth LLC | 10,591 | $1.06M | 0.58% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 9,592 | $1.07M | 0.08% | −6,095−38.9% | Reduced |
| Montag & Caldwell, LLC | 9,771 | $1.09M | 0.19% | −36−0.4% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 9,785 | $1.09M | 0.28% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 9,786 | $1.09M | 0.04% | +9,786 | New |
| New Mexico Educational Retirement Board | 9,875 | $1.10M | 0.04% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 9,937 | $1.11M | 0.12% | +9,937 | New |
| Centiva Capital, LP | 10,057 | $1.12M | 0.07% | +5,285+110.8% | Added |
| Western Wealth Management, LLC | 10,322 | $1.15M | 0.08% | −12−0.1% | Reduced |