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 |
|---|---|---|---|---|---|
| Alpine Woods Capital Investors, LLC | 31,000 | $3.46M | 0.52% | −5,300−14.6% | Reduced |
| TownSquare Capital, LLC | 30,990 | $3.46M | 0.06% | −797−2.5% | Reduced |
| New York Life Investment Management LLC | 30,206 | $3.37M | 0.03% | +142+0.5% | Added |
| DnB Asset Management AS | 29,930 | $3.34M | 0.02% | −516−1.7% | Reduced |
| Central Bank & Trust Co | 29,439 | $3.28M | 0.51% | −7,234−19.7% | Reduced |
| Public Sector Pension Investment Board | 29,433 | $3.28M | 0.02% | −15,769−34.9% | Reduced |
| TriaGen Wealth Management LLC | 29,352 | $3.27M | 1.56% | +29,352 | New |
| Graphene Investments SAS | 29,000 | $3.23M | 2.10% | 00.0% | Unchanged |
| First Hawaiian Bank | 28,812 | $3.21M | 0.10% | −481−1.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 28,630 | $3.19M | 0.18% | +4,257+17.5% | Added |
| Access Investment Management LLC | 28,501 | $3.18M | 1.19% | +28,501 | New |
| Cardinal Capital Management | 28,319 | $3.17M | 0.60% | +118+0.4% | 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 |
| Barnes Pettey Financial Advisors, LLC | 28,128 | $3.14M | 2.55% | +1,220+4.5% | Added |
| KBC Group NV | 27,367 | $3.05M | 0.01% | −481−1.7% | Reduced |
| CIBC Asset Management Inc | 26,903 | $3.00M | 0.01% | −1,030−3.7% | Reduced |
| Swiss Life Asset Management Ltd | 26,868 | $3.00M | 0.04% | +10,402+63.2% | Added |
| JustInvest LLC | 26,733 | $2.98M | 0.08% | +8,194+44.2% | Added |
| Pathstone Holdings, LLC | 25,674 | $2.88M | 0.02% | +25,674 | New |
| Yousif Capital Management, LLC | 25,671 | $2.86M | 0.03% | −8,957−25.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 25,222 | $2.81M | 0.01% | −1,189−4.5% | Reduced |
| Regions Financial Corp | 25,177 | $2.81M | 0.02% | −156−0.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 24,611 | $2.74M | 0.01% | −3,453−12.3% | Reduced |
| Xponance, Inc. | 24,480 | $2.73M | 0.03% | +152+0.6% | Added |
| MML Investors Services, LLC | 24,398 | $2.72M | 0.01% | −1,033−4.1% | Reduced |
| Dean Investment Associates, LLC | 24,267 | $2.71M | 0.39% | +1,340+5.8% | Added |
| The PNC Financial Services Group, Inc. | 24,181 | $2.70M | 0.00% | +211+0.9% | Added |
| Mariner, LLC | 24,040 | $2.68M | 0.01% | +291+1.2% | Added |
| Tower Research Capital LLC (TRC) | 23,955 | $2.67M | 0.03% | +1,263+5.6% | Added |
| Bank of Nova Scotia | 23,779 | $2.65M | 0.00% | +6,023+33.9% | Added |
| Center for Financial Planning, Inc. | 23,716 | $2.64M | 0.49% | −232−1.0% | Reduced |
| Storebrand Asset Management AS | 23,560 | $2.63M | 0.01% | +5,613+31.3% | Added |
| Neuberger Berman Group LLC | 22,855 | $2.55M | 0.00% | +3,682+19.2% | Added |
| British Columbia Investment Management Corp | 22,842 | $2.55M | 0.02% | +4,534+24.8% | Added |
| Atria Investments LLC | 22,780 | $2.54M | 0.04% | +1,614+7.6% | Added |
| Public Employees Retirement Association of Colorado | 22,737 | $2.54M | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 22,336 | $2.53M | 0.02% | +1,154+5.4% | Added |
| Franklin Resources Inc | 22,359 | $2.49M | 0.00% | +157+0.7% | Added |
| Nissay Asset Management Corp | 21,980 | $2.45M | 0.02% | +502+2.3% | Added |
| SG Americas Securities, LLC | 21,485 | $2.40M | 0.03% | +14,421+204.1% | Added |
| Kaydan Wealth Management, Inc. | 21,375 | $2.38M | 0.97% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 21,277 | $2.37M | 0.20% | +628+3.0% | Added |
| Assetmark, Inc | 20,828 | $2.32M | 0.01% | +2,260+12.2% | Added |
| Sweet Financial Partners, LLC | 20,782 | $2.32M | 0.55% | +10.0% | Added |
| Mackenzie Financial Corp | 20,621 | $2.30M | 0.00% | +6,944+50.8% | Added |
| Allianz Asset Management GmbH | 20,023 | $2.23M | 0.00% | −1,308−6.1% | Reduced |
| Systematic Financial Management LP | 19,926 | $2.22M | 0.07% | +775+4.0% | Added |
| Level Four Advisory Services, LLC | 19,423 | $2.17M | 0.12% | −227−1.2% | Reduced |
| D. E. Shaw & Co., Inc. | 19,385 | $2.16M | 0.00% | −20,980−52.0% | Reduced |
| First Trust Investment Solutions L.P. | 19,090 | $2.13M | 0.44% | +19,090 | New |
| HighTower Advisors, LLC | 18,913 | $2.10M | 0.00% | +468+2.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 18,719 | $2.09M | 0.01% | −4,848−20.6% | Reduced |
| CIBC Private Wealth Group, LLC | 18,045 | $2.01M | 0.00% | −162−0.9% | Reduced |
| SPC Financial, Inc. | 17,850 | $1.99M | 0.20% | −900−4.8% | Reduced |
| Quadrature Capital Ltd | 17,589 | $1.96M | 0.04% | +17,589 | New |
| Daiwa Securities Group Inc. | 17,536 | $1.96M | 0.01% | +997+6.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,332 | $1.93M | 0.03% | +15+0.1% | Added |
| Elo Mutual Pension Insurance Co | 17,321 | $1.93M | 0.05% | +472+2.8% | Added |
| Crossmark Global Holdings, Inc. | 17,102 | $1.91M | 0.04% | −561−3.2% | Reduced |
| Gotham Asset Management, LLC | 16,905 | $1.88M | 0.04% | −2,613−13.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 16,758 | $1.87M | 0.18% | −200−1.2% | Reduced |
| Prudential PLC | 16,677 | $1.86M | 0.02% | +6,944+71.3% | Added |
| Gulf International Bank (UK) Ltd | 16,675 | $1.86M | 0.05% | −2,220−11.7% | Reduced |
| Aft, Forsyth & Sober, LLC | 16,550 | $1.84M | 0.71% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 16,450 | $1.83M | 0.02% | +16,450 | New |
| Teachers Retirement System of the State of Kentucky | 16,275 | $1.81M | 0.02% | −1,169−6.7% | Reduced |
| CI Private Wealth, LLC | 16,256 | $1.81M | 0.00% | −4,630−22.2% | Reduced |
| Dean Capital Management | 16,225 | $1.81M | 1.12% | +2,632+19.4% | Added |
| Truist Financial Corp | 16,079 | $1.79M | 0.00% | −6,073−27.4% | Reduced |
| Ossiam | 15,454 | $1.72M | 0.03% | +6,500+72.6% | Added |
| Nordea Investment Management AB | 15,102 | $1.69M | 0.00% | +176+1.2% | Added |
| Natixis | 15,168 | $1.69M | 0.01% | −17,199−53.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 15,118 | $1.69M | 0.02% | −569−3.6% | Reduced |
| Kentucky Retirement Systems | 15,036 | $1.68M | 0.05% | +330+2.2% | Added |
| 9258 Wealth Management, LLC | 15,026 | $1.68M | 0.29% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 14,920 | $1.66M | 0.03% | 00.0% | Unchanged |
| Empire Life Investments Inc. | 14,825 | $1.65M | 0.11% | +287+2.0% | Added |
| Ethic Inc. | 14,747 | $1.64M | 0.05% | +2,485+20.3% | Added |
| White Pine Capital LLC | 14,646 | $1.63M | 0.63% | +22+0.2% | Added |
| Oregon Public Employees Retirement Fund | 14,633 | $1.63M | 0.03% | +100+0.7% | Added |
| High Net Worth Advisory Group LLC | 14,631 | $1.63M | 0.61% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 14,522 | $1.62M | 0.01% | +14,522 | New |
| M&T Bank Corp | 14,491 | $1.62M | 0.01% | −191−1.3% | Reduced |
| ExodusPoint Capital Management, LP | 14,226 | $1.59M | 0.02% | −31,207−68.7% | Reduced |
| Davis Investment Partners, LLC | 14,197 | $1.56M | 0.76% | 00.0% | Unchanged |
| Trexquant Investment LP | 14,011 | $1.56M | 0.04% | +14,011 | New |
| Wellspring Financial Advisors, LLC | 13,778 | $1.54M | 0.38% | +13,778 | New |
| We Are One Seven, LLC | 13,665 | $1.52M | 0.09% | +5,421+65.8% | Added |
| QRG Capital Management, Inc. | 13,654 | $1.52M | 0.02% | −6,215−31.3% | Reduced |
| Heritage Wealth Advisors | 13,636 | $1.52M | 0.08% | −224−1.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 13,335 | $1.49M | 0.01% | +9,106+215.3% | Added |
| CWM, LLC | 12,852 | $1.43M | 0.01% | +520+4.2% | Added |
| Hartford Investment Management Co | 12,712 | $1.42M | 0.05% | −132−1.0% | Reduced |
| Worth Venture Partners, LLC | 12,660 | $1.41M | 0.77% | −375−2.9% | Reduced |
| Pacer Advisors, Inc. | 12,621 | $1.41M | 0.00% | +463+3.8% | Added |
| Stablepoint Partners, LLC | 12,537 | $1.40M | 0.36% | +12,537 | New |
| STRS Ohio | 12,410 | $1.38M | 0.01% | +1,559+14.4% | Added |
| Quantinno Capital Management LP | 12,375 | $1.38M | 0.05% | +2,906+30.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,296 | $1.37M | 0.03% | 00.0% | Unchanged |