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 |
|---|---|---|---|---|---|
| Cinctive Capital Management LP | 81,580 | $9.10M | 0.64% | +81,580 | New |
| Citigroup Inc | 83,839 | $9.35M | 0.01% | −50,268−37.5% | Reduced |
| Treasurer of the State of North Carolina | 83,948 | $9.36M | 0.05% | −1,565−1.8% | Reduced |
| Nisa Investment Advisors, LLC | 88,007 | $9.81M | 0.07% | +386+0.4% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 62,392 | $10.0M | 0.14% | +62,392 | New |
| Raymond James Trust N.A. | 91,994 | $10.3M | 0.27% | +44,385+93.2% | Added |
| Mn Services Vermogensbeheer B.V. | 97,300 | $10.8M | 0.10% | −200−0.2% | Reduced |
| Qube Research & Technologies Ltd | 100,031 | $11.2M | 0.03% | +99,794+42,107.2% | Added |
| Hantz Financial Services, Inc. | 100,328 | $11.2M | 0.24% | −7,081−6.6% | Reduced |
| Brandywine Global Investment Management, LLC | 100,895 | $11.2M | 0.09% | −4,980−4.7% | Reduced |
| Frontier Capital Management Co LLC | 101,840 | $11.4M | 0.11% | +134+0.1% | Added |
| Capital Wealth Planning, LLC | 102,023 | $11.4M | 0.13% | −5,800−5.4% | Reduced |
| Millennium Management LLC | 102,792 | $11.5M | 0.01% | −147,461−58.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 104,974 | $11.7M | 0.04% | −677−0.6% | Reduced |
| Aviva PLC | 105,329 | $11.7M | 0.04% | +34,779+49.3% | Added |
| Pictet Asset Management Holding SA | 106,351 | $11.9M | 0.01% | −640−0.6% | Reduced |
| Toronto Dominion Bank | 107,953 | $12.0M | 0.02% | +33,380+44.8% | Added |
| First Trust Advisors LP | 108,565 | $12.1M | 0.01% | −31,034−22.2% | Reduced |
| BNP Paribas Arbitrage, SA | 110,751 | $12.3M | 0.02% | +34,101+44.5% | Added |
| State of New Jersey Common Pension Fund D | 111,270 | $12.4M | 0.04% | −1,514−1.3% | Reduced |
| State of Wisconsin Investment Board | 112,519 | $12.5M | 0.04% | −6,297−5.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 114,072 | $12.7M | 0.03% | −10,794−8.6% | Reduced |
| Nuance Investments, LLC | 117,158 | $13.1M | 0.30% | +117,158 | New |
| Congress Wealth Management LLC | 119,393 | $13.3M | 0.24% | +389+0.3% | Added |
| Victory Capital Management Inc | 122,104 | $13.6M | 0.01% | −37,127−23.3% | Reduced |
| AQR Capital Management LLC | 123,250 | $13.7M | 0.03% | +5,829+5.0% | Added |
| PB Investment Partners, L.P. | 123,518 | $13.8M | 10.75% | −2,420−1.9% | Reduced |
| CIBC World Markets Corp | 124,987 | $13.9M | 0.08% | +94,800+314.0% | Added |
| Geneva Capital Management LLC | 127,991 | $14.3M | 0.27% | −4,742−3.6% | Reduced |
| Royal London Asset Management Ltd | 132,399 | $14.8M | 0.04% | −3,385−2.5% | Reduced |
| Manufacturers Life Insurance Company, The | 134,961 | $15.0M | 0.01% | +5,083+3.9% | Added |
| Schroder Investment Management Group | 136,284 | $15.2M | 0.02% | −59,092−30.2% | Reduced |
| Great West Life Assurance Co | 137,203 | $15.2M | 0.03% | −22,760−14.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 138,868 | $15.5M | 0.05% | +138,868 | New |
| Voloridge Investment Management, LLC | 149,137 | $16.6M | 0.07% | +71,906+93.1% | Added |
| Allspring Global Investments Holdings, LLC | 150,146 | $16.7M | 0.03% | +25,768+20.7% | Added |
| Philo Smith Capital Corp | 151,500 | $16.9M | 5.43% | 00.0% | Unchanged |
| American Century Companies Inc | 153,763 | $17.1M | 0.01% | −12,203−7.4% | Reduced |
| Russell Investments Group, Ltd. | 154,864 | $17.3M | 0.03% | +3,257+2.1% | Added |
| Basswood Capital Management, L.L.C. | 157,558 | $17.6M | 1.14% | +34,007+27.5% | Added |
| Prudential Financial Inc | 160,859 | $17.7M | 0.03% | −17,895−10.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 182,550 | $20.4M | 0.04% | −4,300−2.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 191,095 | $20.9M | 0.04% | +11,701+6.5% | Added |
| Nicholas Company, Inc. | 198,074 | $22.1M | 0.39% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 198,091 | $22.1M | 0.04% | +1,973+1.0% | Added |
| State Board of Administration of Florida Retirement System | 213,904 | $23.9M | 0.05% | −33,748−13.6% | Reduced |
| New York State Teachers Retirement System | 215,549 | $24.0M | 0.05% | −5,014−2.3% | Reduced |
| Pinnacle Associates Ltd | 226,342 | $25.2M | 0.42% | −2,313−1.0% | Reduced |
| Clearbridge Investments, LLC | 242,225 | $27.0M | 0.02% | +115,396+91.0% | Added |
| Ameriprise Financial Inc | 249,455 | $27.8M | 0.01% | −18,137−6.8% | Reduced |
| FIL Ltd | 264,680 | $29.5M | 0.03% | +266+0.1% | Added |
| Royal Bank of Canada | 265,575 | $29.6M | 0.01% | −56,956−17.7% | Reduced |
| Macquarie Group Ltd | 271,043 | $30.2M | 0.03% | +905+0.3% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 282,897 | $31.5M | 2.10% | −4,717−1.6% | Reduced |
| National Pension Service | 282,948 | $31.5M | 0.04% | 00.0% | Unchanged |
| California State Teachers Retirement System | 289,199 | $32.2M | 0.04% | −4,470−1.5% | Reduced |
| Credit Suisse AG | 290,636 | $32.4M | 0.03% | +4,423+1.5% | Added |
| Iat Reinsurance Co Ltd. | 298,125 | $33.2M | 6.15% | 00.0% | Unchanged |
| Davis Asset Management, L.P. | 300,000 | $33.5M | 1.62% | 00.0% | Unchanged |
| Raymond James & Associates | 311,311 | $34.7M | 0.03% | +3,390+1.1% | Added |
| Bank of Montreal | 307,370 | $35.2M | 0.02% | +121,433+65.3% | Added |
| UBS Group AG | 321,955 | $35.9M | 0.01% | +71,305+28.4% | Added |
| TD Asset Management Inc | 325,016 | $36.2M | 0.04% | +4,776+1.5% | Added |
| Vaughan Nelson Investment Management, L.P. | 335,385 | $37.4M | 0.37% | +77,263+29.9% | Added |
| Alliancebernstein L.P. | 346,854 | $38.7M | 0.01% | −42,605−10.9% | Reduced |
| California Public Employees Retirement System | 354,258 | $39.5M | 0.03% | −15,588−4.2% | Reduced |
| Natixis Advisors, L.P. | 364,491 | $40.6M | 0.11% | +82,573+29.3% | Added |
| Rhumbline Advisers | 385,497 | $43.0M | 0.05% | −4,349−1.1% | Reduced |
| Putnam Investments LLC | 415,333 | $46.3M | 0.06% | +33,828+8.9% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 420,524 | $46.9M | 1.78% | +49,161+13.2% | Added |
| Fisher Asset Management, LLC | 422,804 | $47.1M | 0.02% | −53,579−11.2% | Reduced |
| Fiera Capital Corp | 423,253 | $47.2M | 0.14% | +1,448+0.3% | Added |
| Silvercrest Asset Management Group LLC | 430,807 | $48.0M | 0.34% | −26,298−5.8% | Reduced |
| HSBC Holdings PLC | 444,597 | $49.6M | 0.05% | +89,981+25.4% | Added |
| Wells Fargo & Company | 466,618 | $52.0M | 0.01% | −814−0.2% | Reduced |
| Voya Investment Management LLC | 472,673 | $52.7M | 0.05% | +408,605+637.8% | Added |
| Envestnet Asset Management Inc | 474,535 | $52.9M | 0.02% | +1,631+0.3% | Added |
| Deutsche Bank AG | 496,410 | $55.3M | 0.03% | +25,239+5.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 503,108 | $56.1M | 0.04% | −8,280−1.6% | Reduced |
| Price T Rowe Associates Inc | 525,151 | $58.6M | 0.01% | +24,591+4.9% | Added |
| Premier Fund Managers Ltd | 526,000 | $59.3M | 2.56% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 548,999 | $61.2M | 0.08% | −19,904−3.5% | Reduced |
| Palisade Capital Management LLC | 565,072 | $63.0M | 1.67% | −31,810−5.3% | Reduced |
| Ceredex Value Advisors LLC | 583,877 | $65.4M | 1.13% | −184,169−24.0% | Reduced |
| Barclays PLC | 596,431 | $66.5M | 0.03% | +69,374+13.2% | Added |
| Nuveen Asset Management, LLC | 623,985 | $69.6M | 0.02% | −4,696−0.7% | Reduced |
| Principal Financial Group Inc | 641,932 | $71.6M | 0.05% | −30,346−4.5% | Reduced |
| Amundi | 751,270 | $83.2M | 0.04% | +16,981+2.3% | Added |
| SEI Investments Co | 809,626 | $90.3M | 0.14% | +174,286+27.4% | Added |
| Citadel Advisors LLC | 830,103 | $92.6M | 0.09% | −98,522−10.6% | Reduced |
| UBS Asset Management Americas Inc | 886,217 | $98.8M | 0.04% | −41,981−4.5% | Reduced |
| Congress Asset Management Co | 935,872 | $104.3M | 0.82% | −40,057−4.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,082,745 | $120.7M | 0.03% | +88,700+8.9% | Added |
| Harfst & Associates, Inc. | 1,129,071 | $125.9M | 33.23% | +3460.0% | Added |
| Legal & General Group Plc | 1,231,289 | $137.3M | 0.04% | −137,967−10.1% | Reduced |
| Goldman Sachs Group Inc | 1,273,930 | $142.0M | 0.03% | −28,472−2.2% | Reduced |
| Bank of New York Mellon Corp | 1,353,796 | $150.9M | 0.03% | −14,970−1.1% | Reduced |
| Thrivent Financial for Lutherans | 1,461,329 | $162.9M | 0.36% | +23,369+1.6% | Added |
| Mercer Global Advisors Inc | 1,505,360 | $167.8M | 0.50% | −63,736−4.1% | Reduced |
| APG Asset Management N.V. | 1,667,589 | $168.3M | 0.33% | +102,918+6.6% | Added |