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 |
|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | 111,270 | $12.4M | 0.04% | −1,514−1.3% | Reduced |
| BNP Paribas Arbitrage, SA | 110,751 | $12.3M | 0.02% | +34,101+44.5% | Added |
| First Trust Advisors LP | 108,565 | $12.1M | 0.01% | −31,034−22.2% | Reduced |
| Toronto Dominion Bank | 107,953 | $12.0M | 0.02% | +33,380+44.8% | Added |
| Pictet Asset Management Holding SA | 106,351 | $11.9M | 0.01% | −640−0.6% | Reduced |
| Aviva PLC | 105,329 | $11.7M | 0.04% | +34,779+49.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 104,974 | $11.7M | 0.04% | −677−0.6% | Reduced |
| Millennium Management LLC | 102,792 | $11.5M | 0.01% | −147,461−58.9% | Reduced |
| Capital Wealth Planning, LLC | 102,023 | $11.4M | 0.13% | −5,800−5.4% | Reduced |
| Frontier Capital Management Co LLC | 101,840 | $11.4M | 0.11% | +134+0.1% | Added |
| Brandywine Global Investment Management, LLC | 100,895 | $11.2M | 0.09% | −4,980−4.7% | Reduced |
| Hantz Financial Services, Inc. | 100,328 | $11.2M | 0.24% | −7,081−6.6% | Reduced |
| Qube Research & Technologies Ltd | 100,031 | $11.2M | 0.03% | +99,794+42,107.2% | Added |
| Mn Services Vermogensbeheer B.V. | 97,300 | $10.8M | 0.10% | −200−0.2% | Reduced |
| Raymond James Trust N.A. | 91,994 | $10.3M | 0.27% | +44,385+93.2% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 62,392 | $10.0M | 0.14% | +62,392 | New |
| Nisa Investment Advisors, LLC | 88,007 | $9.81M | 0.07% | +386+0.4% | Added |
| Treasurer of the State of North Carolina | 83,948 | $9.36M | 0.05% | −1,565−1.8% | Reduced |
| Citigroup Inc | 83,839 | $9.35M | 0.01% | −50,268−37.5% | Reduced |
| Cinctive Capital Management LP | 81,580 | $9.10M | 0.64% | +81,580 | New |
| Standard Life Aberdeen plc | 81,266 | $9.06M | 0.02% | +32,374+66.2% | Added |
| CWA Asset Management Group, LLC | 79,971 | $8.92M | 0.61% | +964+1.2% | Added |
| Public Employees Retirement System of Ohio | 79,270 | $8.84M | 0.04% | −2,115−2.6% | Reduced |
| Bragg Financial Advisors, Inc | 79,041 | $8.81M | 0.42% | +2,635+3.4% | Added |
| Asset Management One Co.,Ltd. | 77,688 | $8.76M | 0.04% | −3,886−4.8% | Reduced |
| Wafra Inc. | 76,111 | $8.49M | 0.50% | +76,111 | New |
| Ensign Peak Advisors, Inc | 73,775 | $8.23M | 0.02% | +12,585+20.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 71,222 | $7.94M | 0.03% | 00.0% | Unchanged |
| Stifel Financial Corp | 70,494 | $7.86M | 0.01% | +4,251+6.4% | Added |
| Burney Co | 70,268 | $7.83M | 0.33% | −801−1.1% | Reduced |
| US Bancorp | 70,001 | $7.81M | 0.01% | −2,910−4.0% | Reduced |
| Rafferty Asset Management, LLC | 66,594 | $7.43M | 0.03% | +3,516+5.6% | Added |
| Private Capital Management, LLC | 66,419 | $7.41M | 0.84% | −889−1.3% | Reduced |
| Am Investment Strategies LLC | 64,063 | $7.14M | 2.02% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 62,981 | $7.02M | 1.13% | −2,286−3.5% | Reduced |
| Korea Investment CORP | 62,795 | $7.00M | 0.02% | +2,345+3.9% | Added |
| Palmer Knight Co | 62,508 | $6.97M | 4.21% | −147−0.2% | Reduced |
| Illinois Municipal Retirement Fund | 60,351 | $6.73M | 0.11% | −33,311−35.6% | Reduced |
| Peterson Wealth Services | 60,321 | $6.73M | 2.88% | −4,543−7.0% | Reduced |
| Janus Henderson Group PLC | 57,120 | $6.37M | 0.00% | +28,481+99.4% | Added |
| Susquehanna International Group, LLP | 56,688 | $6.32M | 0.01% | −49,346−46.5% | Reduced |
| Greenfield Seitz Capital Management, LLC | 56,124 | $6.26M | 2.49% | +56,124 | New |
| Canada Pension Plan Investment Board | 55,700 | $6.21M | 0.01% | +55,700 | New |
| Arizona State Retirement System | 54,528 | $6.08M | 0.05% | −395−0.7% | Reduced |
| Holocene Advisors, LP | 54,126 | $6.04M | 0.02% | +54,126 | New |
| American International Group, Inc. | 52,099 | $5.81M | 0.02% | −1,808−3.4% | Reduced |
| Creative Planning | 52,078 | $5.81M | 0.01% | −1,561−2.9% | Reduced |
| Nomura Asset Management Co Ltd | 51,867 | $5.78M | 0.02% | −555−1.1% | Reduced |
| State of Michigan Retirement System | 51,444 | $5.74M | 0.03% | −100−0.2% | Reduced |
| Citizens Financial Group Inc | 51,377 | $5.73M | 0.20% | −1,488−2.8% | Reduced |
| LPL Financial LLC | 49,780 | $5.55M | 0.00% | +3,818+8.3% | Added |
| Logan Capital Management Inc | 49,297 | $5.50M | 0.26% | −5,885−10.7% | Reduced |
| Parkwood LLC | 49,022 | $5.47M | 0.88% | +49,022 | New |
| State of Tennessee, Treasury Department | 48,911 | $5.45M | 0.02% | +19,049+63.8% | Added |
| National Bank of Canada | 47,751 | $5.36M | 0.01% | +7,143+17.6% | Added |
| Captrust Financial Advisors | 47,208 | $5.26M | 0.02% | −98−0.2% | Reduced |
| USS Investment Management Ltd | 46,629 | $5.20M | 0.05% | +1,483+3.3% | Added |
| Amalgamated Bank | 46,275 | $5.16M | 0.04% | −2,801−5.7% | Reduced |
| Cahaba Wealth Management, Inc. | 46,254 | $5.16M | 0.51% | 00.0% | Unchanged |
| MetLife Investment Management | 45,640 | $5.09M | 0.04% | −872−1.9% | Reduced |
| D.A. Davidson & Co. | 45,411 | $5.06M | 0.05% | +270+0.6% | Added |
| Caisse de Depot Et Placement du Quebec | 44,424 | $4.95M | 0.01% | +43,400+4,238.3% | Added |
| Handelsbanken Fonder AB | 44,316 | $4.94M | 0.02% | +1,549+3.6% | Added |
| Commonwealth Equity Services, LLC | 44,138 | $4.92M | 0.01% | +903+2.1% | Added |
| Texas Permanent School Fund | 43,246 | $4.82M | 0.04% | +85+0.2% | Added |
| Marex Group plc | 43,000 | $4.79M | 0.19% | +43,000 | New |
| Fifth Third Bancorp | 42,920 | $4.79M | 0.02% | +948+2.3% | Added |
| New England Professional Planning Group Inc. | 42,468 | $4.74M | 2.69% | +3,167+8.1% | Added |
| Smith, Graham & Co., Investment Advisors, LP | 42,285 | $4.71M | 0.54% | −4,328−9.3% | Reduced |
| Resources Investment Advisors, LLC. | 41,971 | $4.68M | 0.08% | −2,117−4.8% | Reduced |
| Retirement Systems of Alabama | 41,416 | $4.62M | 0.02% | −1,084−2.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 41,152 | $4.59M | 0.03% | +3,360+8.9% | Added |
| 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 |
| State of Alaska, Department of Revenue | 40,700 | $4.54M | 0.05% | −7,420−15.4% | Reduced |
| Ancora Advisors, LLC | 40,677 | $4.54M | 0.11% | +770+1.9% | Added |
| Stephens Consulting, LLC | 40,624 | $4.53M | 1.53% | +26,556+188.8% | Added |
| IFM Investors Pty Ltd | 40,611 | $4.53M | 0.06% | −882−2.1% | Reduced |
| Westfield Capital Management Co LP | 40,095 | $4.47M | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 39,297 | $4.39M | 0.01% | −20,534−34.3% | Reduced |
| LMG Wealth Partners, LLC | 38,983 | $4.35M | 1.21% | −715−1.8% | Reduced |
| ProShare Advisors LLC | 38,802 | $4.33M | 0.01% | −2,590−6.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 38,239 | $4.26M | 0.05% | −7,525−16.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 37,960 | $4.23M | 0.02% | −300−0.8% | Reduced |
| Jefferies Financial Group Inc. | 37,915 | $4.23M | 0.07% | +37,915 | New |
| Comerica Bank | 37,845 | $4.22M | 0.02% | −7,366−16.3% | Reduced |
| Jane Street Group, LLC | 37,819 | $4.22M | 0.01% | −63,354−62.6% | Reduced |
| Buckhead Capital Management LLC | 36,099 | $4.02M | 1.49% | −410−1.1% | Reduced |
| Renaissance Technologies LLC | 36,037 | $4.02M | 0.01% | +36,037 | New |
| Oppenheimer Asset Management Inc. | 35,360 | $3.94M | 0.05% | −266−0.7% | Reduced |
| Tower Bridge Advisors | 34,879 | $3.89M | 0.33% | −2,050−5.6% | Reduced |
| NBW Capital LLC | 33,669 | $3.75M | 0.82% | −452−1.3% | Reduced |
| Siemens Fonds Invest GmbH | 33,571 | $3.74M | 0.31% | −1,303−3.7% | Reduced |
| Mutual of America Capital Management LLC | 33,220 | $3.70M | 0.04% | −2,050−5.8% | Reduced |
| Czech National Bank | 32,913 | $3.67M | 0.05% | +61+0.2% | Added |
| Utah Retirement Systems | 32,846 | $3.66M | 0.05% | +200+0.6% | Added |
| DekaBank Deutsche Girozentrale | 32,901 | $3.63M | 0.01% | +919+2.9% | Added |
| Forsta Ap-Fonden | 31,800 | $3.55M | 0.04% | −1,100−3.3% | Reduced |
| Cullen Investment Group, Ltd. | 31,078 | $3.47M | 0.61% | +31,078 | New |
| Tredje AP-fonden | 31,026 | $3.46M | 0.04% | −2,201−6.6% | Reduced |