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 |
|---|---|---|---|---|---|
| B. Metzler seel. Sohn & Co. AG | 10,465 | $1.17M | 0.01% | +2,527+31.8% | Added |
| Keybank National Association | 10,504 | $1.17M | 0.01% | +221+2.1% | Added |
| Oarsman Capital, Inc. | 10,760 | $1.20M | 0.32% | +99+0.9% | Added |
| Teacher Retirement System of Texas | 10,972 | $1.22M | 0.01% | −4,732−30.1% | Reduced |
| King Luther Capital Management Corp | 11,060 | $1.23M | 0.01% | −3,149−22.2% | Reduced |
| Oxford Financial Group Ltd | 11,099 | $1.24M | 0.09% | 00.0% | Unchanged |
| Allen Investment Management LLC | 11,150 | $1.24M | 0.02% | 00.0% | Unchanged |
| FORA Capital, LLC | 11,211 | $1.25M | 0.11% | +11,211 | New |
| United Capital Financial Advisers, LLC | 11,298 | $1.26M | 0.01% | +3,744+49.6% | Added |
| Louisiana State Employees Retirement System | 11,400 | $1.27M | 0.03% | −200−1.7% | Reduced |
| Edgestream Partners, L.P. | 11,648 | $1.30M | 0.09% | +11,648 | New |
| Apollon Wealth Management, LLC | 11,653 | $1.30M | 0.04% | +4,472+62.3% | Added |
| Candriam Luxembourg S.C.A. | 11,717 | $1.31M | 0.01% | −993−7.8% | Reduced |
| Securian Asset Management, Inc | 11,811 | $1.32M | 0.04% | −1,677−12.4% | Reduced |
| Park Avenue Securities LLC | 11,997 | $1.34M | 0.02% | +74+0.6% | Added |
| Cresset Asset Management, LLC | 11,964 | $1.34M | 0.01% | +1,949+19.5% | Added |
| Sabal Trust CO | 12,049 | $1.34M | 0.08% | −33−0.3% | Reduced |
| Meridian Wealth Advisors, LLC | 12,120 | $1.35M | 0.30% | 00.0% | Unchanged |
| Cerity Partners LLC | 12,134 | $1.35M | 0.00% | +12,134 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 12,173 | $1.36M | 0.00% | −11,731−49.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 12,296 | $1.37M | 0.03% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 12,375 | $1.38M | 0.05% | +2,906+30.7% | Added |
| STRS Ohio | 12,410 | $1.38M | 0.01% | +1,559+14.4% | Added |
| Stablepoint Partners, LLC | 12,537 | $1.40M | 0.36% | +12,537 | New |
| Pacer Advisors, Inc. | 12,621 | $1.41M | 0.00% | +463+3.8% | Added |
| Worth Venture Partners, LLC | 12,660 | $1.41M | 0.77% | −375−2.9% | Reduced |
| Hartford Investment Management Co | 12,712 | $1.42M | 0.05% | −132−1.0% | Reduced |
| CWM, LLC | 12,852 | $1.43M | 0.01% | +520+4.2% | Added |
| Schonfeld Strategic Advisors LLC | 13,335 | $1.49M | 0.01% | +9,106+215.3% | Added |
| Heritage Wealth Advisors | 13,636 | $1.52M | 0.08% | −224−1.6% | Reduced |
| QRG Capital Management, Inc. | 13,654 | $1.52M | 0.02% | −6,215−31.3% | Reduced |
| We Are One Seven, LLC | 13,665 | $1.52M | 0.09% | +5,421+65.8% | Added |
| Wellspring Financial Advisors, LLC | 13,778 | $1.54M | 0.38% | +13,778 | New |
| Trexquant Investment LP | 14,011 | $1.56M | 0.04% | +14,011 | New |
| Davis Investment Partners, LLC | 14,197 | $1.56M | 0.76% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 14,226 | $1.59M | 0.02% | −31,207−68.7% | Reduced |
| M&T Bank Corp | 14,491 | $1.62M | 0.01% | −191−1.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 14,522 | $1.62M | 0.01% | +14,522 | New |
| High Net Worth Advisory Group LLC | 14,631 | $1.63M | 0.61% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 14,633 | $1.63M | 0.03% | +100+0.7% | Added |
| White Pine Capital LLC | 14,646 | $1.63M | 0.63% | +22+0.2% | Added |
| Ethic Inc. | 14,747 | $1.64M | 0.05% | +2,485+20.3% | Added |
| Empire Life Investments Inc. | 14,825 | $1.65M | 0.11% | +287+2.0% | Added |
| Maryland State Retirement & Pension System | 14,920 | $1.66M | 0.03% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 15,026 | $1.68M | 0.29% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 15,036 | $1.68M | 0.05% | +330+2.2% | Added |
| O'Shaughnessy Asset Management, LLC | 15,118 | $1.69M | 0.02% | −569−3.6% | Reduced |
| Natixis | 15,168 | $1.69M | 0.01% | −17,199−53.1% | Reduced |
| Nordea Investment Management AB | 15,102 | $1.69M | 0.00% | +176+1.2% | Added |
| Ossiam | 15,454 | $1.72M | 0.03% | +6,500+72.6% | Added |
| Truist Financial Corp | 16,079 | $1.79M | 0.00% | −6,073−27.4% | Reduced |
| Dean Capital Management | 16,225 | $1.81M | 1.12% | +2,632+19.4% | Added |
| CI Private Wealth, LLC | 16,256 | $1.81M | 0.00% | −4,630−22.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 16,275 | $1.81M | 0.02% | −1,169−6.7% | Reduced |
| Degroof Petercam Asset Management | 16,450 | $1.83M | 0.02% | +16,450 | New |
| Aft, Forsyth & Sober, LLC | 16,550 | $1.84M | 0.71% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 16,675 | $1.86M | 0.05% | −2,220−11.7% | Reduced |
| Prudential PLC | 16,677 | $1.86M | 0.02% | +6,944+71.3% | Added |
| Mount Yale Investment Advisors, LLC | 16,758 | $1.87M | 0.18% | −200−1.2% | Reduced |
| Gotham Asset Management, LLC | 16,905 | $1.88M | 0.04% | −2,613−13.4% | Reduced |
| Crossmark Global Holdings, Inc. | 17,102 | $1.91M | 0.04% | −561−3.2% | Reduced |
| Elo Mutual Pension Insurance Co | 17,321 | $1.93M | 0.05% | +472+2.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,332 | $1.93M | 0.03% | +15+0.1% | Added |
| Daiwa Securities Group Inc. | 17,536 | $1.96M | 0.01% | +997+6.0% | Added |
| Quadrature Capital Ltd | 17,589 | $1.96M | 0.04% | +17,589 | New |
| SPC Financial, Inc. | 17,850 | $1.99M | 0.20% | −900−4.8% | Reduced |
| CIBC Private Wealth Group, LLC | 18,045 | $2.01M | 0.00% | −162−0.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 18,719 | $2.09M | 0.01% | −4,848−20.6% | Reduced |
| HighTower Advisors, LLC | 18,913 | $2.10M | 0.00% | +468+2.5% | Added |
| First Trust Investment Solutions L.P. | 19,090 | $2.13M | 0.44% | +19,090 | New |
| D. E. Shaw & Co., Inc. | 19,385 | $2.16M | 0.00% | −20,980−52.0% | Reduced |
| Level Four Advisory Services, LLC | 19,423 | $2.17M | 0.12% | −227−1.2% | Reduced |
| Systematic Financial Management LP | 19,926 | $2.22M | 0.07% | +775+4.0% | Added |
| Allianz Asset Management GmbH | 20,023 | $2.23M | 0.00% | −1,308−6.1% | Reduced |
| Mackenzie Financial Corp | 20,621 | $2.30M | 0.00% | +6,944+50.8% | Added |
| Sweet Financial Partners, LLC | 20,782 | $2.32M | 0.55% | +10.0% | Added |
| Assetmark, Inc | 20,828 | $2.32M | 0.01% | +2,260+12.2% | Added |
| GYL Financial Synergies, LLC | 21,277 | $2.37M | 0.20% | +628+3.0% | Added |
| Kaydan Wealth Management, Inc. | 21,375 | $2.38M | 0.97% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 21,485 | $2.40M | 0.03% | +14,421+204.1% | Added |
| Nissay Asset Management Corp | 21,980 | $2.45M | 0.02% | +502+2.3% | Added |
| Franklin Resources Inc | 22,359 | $2.49M | 0.00% | +157+0.7% | Added |
| GWM Advisors LLC | 22,336 | $2.53M | 0.02% | +1,154+5.4% | Added |
| Public Employees Retirement Association of Colorado | 22,737 | $2.54M | 0.01% | 00.0% | Unchanged |
| Atria Investments LLC | 22,780 | $2.54M | 0.04% | +1,614+7.6% | Added |
| British Columbia Investment Management Corp | 22,842 | $2.55M | 0.02% | +4,534+24.8% | Added |
| Neuberger Berman Group LLC | 22,855 | $2.55M | 0.00% | +3,682+19.2% | Added |
| Storebrand Asset Management AS | 23,560 | $2.63M | 0.01% | +5,613+31.3% | Added |
| Center for Financial Planning, Inc. | 23,716 | $2.64M | 0.49% | −232−1.0% | Reduced |
| Bank of Nova Scotia | 23,779 | $2.65M | 0.00% | +6,023+33.9% | Added |
| Tower Research Capital LLC (TRC) | 23,955 | $2.67M | 0.03% | +1,263+5.6% | Added |
| Mariner, LLC | 24,040 | $2.68M | 0.01% | +291+1.2% | Added |
| The PNC Financial Services Group, Inc. | 24,181 | $2.70M | 0.00% | +211+0.9% | Added |
| Dean Investment Associates, LLC | 24,267 | $2.71M | 0.39% | +1,340+5.8% | Added |
| MML Investors Services, LLC | 24,398 | $2.72M | 0.01% | −1,033−4.1% | Reduced |
| Xponance, Inc. | 24,480 | $2.73M | 0.03% | +152+0.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 24,611 | $2.74M | 0.01% | −3,453−12.3% | Reduced |
| Regions Financial Corp | 25,177 | $2.81M | 0.02% | −156−0.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 25,222 | $2.81M | 0.01% | −1,189−4.5% | Reduced |
| Yousif Capital Management, LLC | 25,671 | $2.86M | 0.03% | −8,957−25.9% | Reduced |