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 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 25,674 | $2.88M | 0.02% | +25,674 | New |
| JustInvest LLC | 26,733 | $2.98M | 0.08% | +8,194+44.2% | Added |
| Swiss Life Asset Management Ltd | 26,868 | $3.00M | 0.04% | +10,402+63.2% | Added |
| CIBC Asset Management Inc | 26,903 | $3.00M | 0.01% | −1,030−3.7% | Reduced |
| KBC Group NV | 27,367 | $3.05M | 0.01% | −481−1.7% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 28,128 | $3.14M | 2.55% | +1,220+4.5% | Added |
| Brinker Capital Investments, LLC | 27,893 | $3.14M | 0.04% | −1,583−5.4% | Reduced |
| Orion Portfolio Solutions, LLC | 27,893 | $3.14M | 0.04% | −1,583−5.4% | Reduced |
| Cardinal Capital Management | 28,319 | $3.17M | 0.60% | +118+0.4% | Added |
| Access Investment Management LLC | 28,501 | $3.18M | 1.19% | +28,501 | New |
| Hennion & Walsh Asset Management, Inc. | 28,630 | $3.19M | 0.18% | +4,257+17.5% | Added |
| First Hawaiian Bank | 28,812 | $3.21M | 0.10% | −481−1.6% | Reduced |
| Graphene Investments SAS | 29,000 | $3.23M | 2.10% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 29,352 | $3.27M | 1.56% | +29,352 | New |
| Public Sector Pension Investment Board | 29,433 | $3.28M | 0.02% | −15,769−34.9% | Reduced |
| Central Bank & Trust Co | 29,439 | $3.28M | 0.51% | −7,234−19.7% | Reduced |
| DnB Asset Management AS | 29,930 | $3.34M | 0.02% | −516−1.7% | Reduced |
| New York Life Investment Management LLC | 30,206 | $3.37M | 0.03% | +142+0.5% | Added |
| TownSquare Capital, LLC | 30,990 | $3.46M | 0.06% | −797−2.5% | Reduced |
| Alpine Woods Capital Investors, LLC | 31,000 | $3.46M | 0.52% | −5,300−14.6% | Reduced |
| Tredje AP-fonden | 31,026 | $3.46M | 0.04% | −2,201−6.6% | Reduced |
| Cullen Investment Group, Ltd. | 31,078 | $3.47M | 0.61% | +31,078 | New |
| Forsta Ap-Fonden | 31,800 | $3.55M | 0.04% | −1,100−3.3% | Reduced |
| DekaBank Deutsche Girozentrale | 32,901 | $3.63M | 0.01% | +919+2.9% | Added |
| Utah Retirement Systems | 32,846 | $3.66M | 0.05% | +200+0.6% | Added |
| Czech National Bank | 32,913 | $3.67M | 0.05% | +61+0.2% | Added |
| Mutual of America Capital Management LLC | 33,220 | $3.70M | 0.04% | −2,050−5.8% | Reduced |
| Siemens Fonds Invest GmbH | 33,571 | $3.74M | 0.31% | −1,303−3.7% | Reduced |
| NBW Capital LLC | 33,669 | $3.75M | 0.82% | −452−1.3% | Reduced |
| Tower Bridge Advisors | 34,879 | $3.89M | 0.33% | −2,050−5.6% | Reduced |
| Oppenheimer Asset Management Inc. | 35,360 | $3.94M | 0.05% | −266−0.7% | Reduced |
| Renaissance Technologies LLC | 36,037 | $4.02M | 0.01% | +36,037 | New |
| Buckhead Capital Management LLC | 36,099 | $4.02M | 1.49% | −410−1.1% | Reduced |
| Jane Street Group, LLC | 37,819 | $4.22M | 0.01% | −63,354−62.6% | Reduced |
| Comerica Bank | 37,845 | $4.22M | 0.02% | −7,366−16.3% | Reduced |
| Jefferies Financial Group Inc. | 37,915 | $4.23M | 0.07% | +37,915 | New |
| Skandinaviska Enskilda Banken AB (publ) | 37,960 | $4.23M | 0.02% | −300−0.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 38,239 | $4.26M | 0.05% | −7,525−16.4% | Reduced |
| ProShare Advisors LLC | 38,802 | $4.33M | 0.01% | −2,590−6.3% | Reduced |
| LMG Wealth Partners, LLC | 38,983 | $4.35M | 1.21% | −715−1.8% | Reduced |
| Advisor Group Holdings, Inc. | 39,297 | $4.39M | 0.01% | −20,534−34.3% | Reduced |
| Westfield Capital Management Co LP | 40,095 | $4.47M | 0.03% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 40,611 | $4.53M | 0.06% | −882−2.1% | Reduced |
| Stephens Consulting, LLC | 40,624 | $4.53M | 1.53% | +26,556+188.8% | Added |
| Ancora Advisors, LLC | 40,677 | $4.54M | 0.11% | +770+1.9% | Added |
| State of Alaska, Department of Revenue | 40,700 | $4.54M | 0.05% | −7,420−15.4% | Reduced |
| Janney Montgomery Scott LLC | 40,793 | $4.55M | 0.01% | −735−1.8% | Reduced |
| Aquatic Capital Management LLC | 40,800 | $4.55M | 0.12% | +40,800 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 41,152 | $4.59M | 0.03% | +3,360+8.9% | Added |
| Retirement Systems of Alabama | 41,416 | $4.62M | 0.02% | −1,084−2.6% | Reduced |
| Resources Investment Advisors, LLC. | 41,971 | $4.68M | 0.08% | −2,117−4.8% | Reduced |
| Smith, Graham & Co., Investment Advisors, LP | 42,285 | $4.71M | 0.54% | −4,328−9.3% | Reduced |
| New England Professional Planning Group Inc. | 42,468 | $4.74M | 2.69% | +3,167+8.1% | Added |
| Fifth Third Bancorp | 42,920 | $4.79M | 0.02% | +948+2.3% | Added |
| Marex Group plc | 43,000 | $4.79M | 0.19% | +43,000 | New |
| Texas Permanent School Fund | 43,246 | $4.82M | 0.04% | +85+0.2% | Added |
| Commonwealth Equity Services, LLC | 44,138 | $4.92M | 0.01% | +903+2.1% | Added |
| Handelsbanken Fonder AB | 44,316 | $4.94M | 0.02% | +1,549+3.6% | Added |
| Caisse de Depot Et Placement du Quebec | 44,424 | $4.95M | 0.01% | +43,400+4,238.3% | Added |
| D.A. Davidson & Co. | 45,411 | $5.06M | 0.05% | +270+0.6% | Added |
| MetLife Investment Management | 45,640 | $5.09M | 0.04% | −872−1.9% | Reduced |
| Cahaba Wealth Management, Inc. | 46,254 | $5.16M | 0.51% | 00.0% | Unchanged |
| Amalgamated Bank | 46,275 | $5.16M | 0.04% | −2,801−5.7% | Reduced |
| USS Investment Management Ltd | 46,629 | $5.20M | 0.05% | +1,483+3.3% | Added |
| Captrust Financial Advisors | 47,208 | $5.26M | 0.02% | −98−0.2% | Reduced |
| National Bank of Canada | 47,751 | $5.36M | 0.01% | +7,143+17.6% | Added |
| State of Tennessee, Treasury Department | 48,911 | $5.45M | 0.02% | +19,049+63.8% | Added |
| Parkwood LLC | 49,022 | $5.47M | 0.88% | +49,022 | New |
| Logan Capital Management Inc | 49,297 | $5.50M | 0.26% | −5,885−10.7% | Reduced |
| LPL Financial LLC | 49,780 | $5.55M | 0.00% | +3,818+8.3% | Added |
| Citizens Financial Group Inc | 51,377 | $5.73M | 0.20% | −1,488−2.8% | Reduced |
| State of Michigan Retirement System | 51,444 | $5.74M | 0.03% | −100−0.2% | Reduced |
| Nomura Asset Management Co Ltd | 51,867 | $5.78M | 0.02% | −555−1.1% | Reduced |
| Creative Planning | 52,078 | $5.81M | 0.01% | −1,561−2.9% | Reduced |
| American International Group, Inc. | 52,099 | $5.81M | 0.02% | −1,808−3.4% | Reduced |
| Holocene Advisors, LP | 54,126 | $6.04M | 0.02% | +54,126 | New |
| Arizona State Retirement System | 54,528 | $6.08M | 0.05% | −395−0.7% | Reduced |
| Canada Pension Plan Investment Board | 55,700 | $6.21M | 0.01% | +55,700 | New |
| Greenfield Seitz Capital Management, LLC | 56,124 | $6.26M | 2.49% | +56,124 | New |
| Susquehanna International Group, LLP | 56,688 | $6.32M | 0.01% | −49,346−46.5% | Reduced |
| Janus Henderson Group PLC | 57,120 | $6.37M | 0.00% | +28,481+99.4% | Added |
| Peterson Wealth Services | 60,321 | $6.73M | 2.88% | −4,543−7.0% | Reduced |
| Illinois Municipal Retirement Fund | 60,351 | $6.73M | 0.11% | −33,311−35.6% | Reduced |
| Palmer Knight Co | 62,508 | $6.97M | 4.21% | −147−0.2% | Reduced |
| Korea Investment CORP | 62,795 | $7.00M | 0.02% | +2,345+3.9% | Added |
| Nemes Rush Group LLC | 62,981 | $7.02M | 1.13% | −2,286−3.5% | Reduced |
| Am Investment Strategies LLC | 64,063 | $7.14M | 2.02% | 00.0% | Unchanged |
| Private Capital Management, LLC | 66,419 | $7.41M | 0.84% | −889−1.3% | Reduced |
| Rafferty Asset Management, LLC | 66,594 | $7.43M | 0.03% | +3,516+5.6% | Added |
| US Bancorp | 70,001 | $7.81M | 0.01% | −2,910−4.0% | Reduced |
| Burney Co | 70,268 | $7.83M | 0.33% | −801−1.1% | Reduced |
| Stifel Financial Corp | 70,494 | $7.86M | 0.01% | +4,251+6.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 71,222 | $7.94M | 0.03% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 73,775 | $8.23M | 0.02% | +12,585+20.6% | Added |
| Wafra Inc. | 76,111 | $8.49M | 0.50% | +76,111 | New |
| Asset Management One Co.,Ltd. | 77,688 | $8.76M | 0.04% | −3,886−4.8% | Reduced |
| Bragg Financial Advisors, Inc | 79,041 | $8.81M | 0.42% | +2,635+3.4% | Added |
| Public Employees Retirement System of Ohio | 79,270 | $8.84M | 0.04% | −2,115−2.6% | Reduced |
| CWA Asset Management Group, LLC | 79,971 | $8.92M | 0.61% | +964+1.2% | Added |
| Standard Life Aberdeen plc | 81,266 | $9.06M | 0.02% | +32,374+66.2% | Added |