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 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,700,525 | $189.6M | 0.02% | +100,706+6.3% | Added |
| Bank of America Corp | 1,736,013 | $193.6M | 0.02% | −12,090−0.7% | Reduced |
| Dimensional Fund Advisors LP | 1,832,458 | $204.3M | 0.06% | +263,687+16.8% | Added |
| Marshall Wace, LLP | 1,893,674 | $211.1M | 0.40% | +641,784+51.3% | Added |
| Northern Trust Corp | 1,988,672 | $221.7M | 0.04% | −93,926−4.5% | Reduced |
| Brave Warrior Advisors, LLC | 2,137,186 | $238.3M | 5.69% | −3,521−0.2% | Reduced |
| Norges Bank | 2,141,974 | $238.8M | 0.04% | +45,274+2.2% | Added |
| Agf Management Ltd | 2,147,825 | $239.5M | 1.41% | +120,427+5.9% | Added |
| Massachusetts Financial Services Co | 2,157,865 | $240.6M | 0.08% | +3,080+0.1% | Added |
| Earnest Partners LLC | 2,330,121 | $259.8M | 1.30% | +165,096+7.6% | Added |
| Invesco Ltd. | 2,499,044 | $278.6M | 0.07% | +301,615+13.7% | Added |
| T. Rowe Price Investment Management, Inc. | 3,544,623 | $395.2M | 0.26% | −5,615−0.2% | Reduced |
| Geode Capital Management, LLC | 4,143,766 | $460.8M | 0.05% | +86,008+2.1% | Added |
| JPMorgan Chase & Co | 5,056,956 | $563.9M | 0.06% | −1,676,749−24.9% | Reduced |
| FMR LLC | 6,435,747 | $717.6M | 0.06% | −62,263−1.0% | Reduced |
| State Street Corp | 7,830,969 | $876.6M | 0.04% | +152,459+2.0% | Added |
| Wellington Management Group LLP | 11,292,272 | $1.26B | 0.23% | −277,786−2.4% | Reduced |
| Primecap Management Co | 12,317,607 | $1.37B | 1.09% | −251,520−2.0% | Reduced |
| BlackRock Inc. | 16,353,105 | $1.82B | 0.05% | −128,513−0.8% | Reduced |
| Vanguard Group Inc | 22,297,035 | $2.49B | 0.05% | −85,883−0.4% | Reduced |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −283,015−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −235,720−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −139,816−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −95,773−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −82,384−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −18,238−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −11,511−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −10,851−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −7,994−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −7,744−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −6,892−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −6,884−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −5,290−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −4,388−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −3,666−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −3,603−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −3,527−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −3,202−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Malaga Cove Capital, LLC | 0 | $0 | 0.00% | −2,989−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −2,792−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −2,718−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −2,686−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −2,614−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −2,531−100.0% | Sold out |
| Horizon Family Wealth, Inc. | 0 | $0 | 0.00% | −2,448−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −2,320−100.0% | Sold out |
| Corundum Group, Inc. | 0 | $0 | 0.00% | −2,250−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −2,208−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −2,073−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −1,993−100.0% | Sold out |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −1,519−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −339−100.0% | Sold out |
| Bollard Group LLC | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| WFA Asset Management Corp | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Glass Jacobson Investment Advisors llc | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Bryn Mawr Trust Co | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Gyroscope Capital Management Group, LLC | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Community Capital Management, Inc. | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Syntax Advisors, LLC | – | – | – | – | Not filed |
| Sutton Wealth Advisors Inc. | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |
| Foster Dykema Cabot & Co Inc | – | – | – | – | Not filed |
| KB Financial Partners, LLC | – | – | – | – | Not filed |