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 |
|---|---|---|---|---|---|
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 12,173 | $1.36M | 0.00% | −11,731−49.1% | Reduced |
| Cerity Partners LLC | 12,134 | $1.35M | 0.00% | +12,134 | New |
| Meridian Wealth Advisors, LLC | 12,120 | $1.35M | 0.30% | 00.0% | Unchanged |
| Sabal Trust CO | 12,049 | $1.34M | 0.08% | −33−0.3% | Reduced |
| Cresset Asset Management, LLC | 11,964 | $1.34M | 0.01% | +1,949+19.5% | Added |
| Park Avenue Securities LLC | 11,997 | $1.34M | 0.02% | +74+0.6% | Added |
| Securian Asset Management, Inc | 11,811 | $1.32M | 0.04% | −1,677−12.4% | Reduced |
| Candriam Luxembourg S.C.A. | 11,717 | $1.31M | 0.01% | −993−7.8% | Reduced |
| Apollon Wealth Management, LLC | 11,653 | $1.30M | 0.04% | +4,472+62.3% | Added |
| Edgestream Partners, L.P. | 11,648 | $1.30M | 0.09% | +11,648 | New |
| Louisiana State Employees Retirement System | 11,400 | $1.27M | 0.03% | −200−1.7% | Reduced |
| United Capital Financial Advisers, LLC | 11,298 | $1.26M | 0.01% | +3,744+49.6% | Added |
| FORA Capital, LLC | 11,211 | $1.25M | 0.11% | +11,211 | New |
| Allen Investment Management LLC | 11,150 | $1.24M | 0.02% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 11,099 | $1.24M | 0.09% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 11,060 | $1.23M | 0.01% | −3,149−22.2% | Reduced |
| Teacher Retirement System of Texas | 10,972 | $1.22M | 0.01% | −4,732−30.1% | Reduced |
| Oarsman Capital, Inc. | 10,760 | $1.20M | 0.32% | +99+0.9% | Added |
| Keybank National Association | 10,504 | $1.17M | 0.01% | +221+2.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 10,465 | $1.17M | 0.01% | +2,527+31.8% | Added |
| Western Wealth Management, LLC | 10,322 | $1.15M | 0.08% | −12−0.1% | Reduced |
| Centiva Capital, LP | 10,057 | $1.12M | 0.07% | +5,285+110.8% | Added |
| Dynamic Technology Lab Private Ltd | 9,937 | $1.11M | 0.12% | +9,937 | New |
| New Mexico Educational Retirement Board | 9,875 | $1.10M | 0.04% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 9,785 | $1.09M | 0.28% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 9,786 | $1.09M | 0.04% | +9,786 | New |
| Montag & Caldwell, LLC | 9,771 | $1.09M | 0.19% | −36−0.4% | Reduced |
| Moody National Bank Trust Division | 9,592 | $1.07M | 0.08% | −6,095−38.9% | Reduced |
| Atlas Wealth LLC | 10,591 | $1.06M | 0.58% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 9,377 | $1.05M | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 9,202 | $1.03M | 0.01% | −1,054−10.3% | Reduced |
| RMB Capital Management, LLC | 9,160 | $1.02M | 0.03% | +36+0.4% | Added |
| Gryphon Financial Partners LLC | 9,142 | $1.02M | 0.18% | +10.0% | Added |
| Klingman & Associates, LLC | 9,066 | $1.01M | 0.07% | +11+0.1% | Added |
| Gladstone Institutional Advisory LLC | 9,004 | $1.00M | 0.06% | +224+2.6% | Added |
| West Michigan Advisors, LLC | 8,975 | $1.00M | 0.38% | −375−4.0% | Reduced |
| Financial Counselors Inc | 8,966 | $999.7K | 0.02% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 8,834 | $985.0K | 0.01% | −271−3.0% | Reduced |
| Natixis Investment Managers International | 8,697 | $969.7K | 0.07% | +2,000+29.9% | Added |
| Chiron Capital Management, LLC | 8,650 | $964.5K | 0.84% | 00.0% | Unchanged |
| Consolidated Planning Corp | 8,591 | $957.9K | 0.18% | −67−0.8% | Reduced |
| One + One Wealth Management, LLC | 8,500 | $947.8K | 0.58% | −199−2.3% | Reduced |
| Signaturefd, LLC | 8,293 | $924.7K | 0.02% | +1,004+13.8% | Added |
| Achmea Investment Management B.V. | 8,130 | $907.0K | 0.02% | −3,520−30.2% | Reduced |
| McMahon Financial Advisors, LLC | 8,133 | $906.8K | 0.25% | +55+0.7% | Added |
| Trust Co of Toledo NA | 7,966 | $888.2K | 0.15% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 7,950 | $886.4K | 0.01% | +2,631+49.5% | Added |
| Bradley Foster & Sargent Inc | 7,915 | $882.5K | 0.02% | −250−3.1% | Reduced |
| Capital Investment Advisors, LLC | 7,782 | $867.7K | 0.02% | −131−1.7% | Reduced |
| Snowden Capital Advisors LLC | 7,745 | $863.6K | 0.03% | +72+0.9% | Added |
| Chilton Investment Co LLC | 7,679 | $856.2K | 0.03% | +7,679 | New |
| Metropolitan Life Insurance Co | 7,648 | $852.8K | 0.04% | −128−1.6% | Reduced |
| Skylands Capital, LLC | 7,474 | $833.4K | 0.12% | −600−7.4% | Reduced |
| Mirabella Financial Services LLP | 7,440 | $829.6K | 0.12% | +5,231+236.8% | Added |
| Stephens Inc | 7,413 | $826.5K | 0.01% | +2,461+49.7% | Added |
| Saturna Capital CORP | 7,352 | $819.7K | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 7,046 | $785.0K | 0.01% | −93,458−93.0% | Reduced |
| TD Private Client Wealth LLC | 7,025 | $783.3K | 0.03% | −20.0% | Reduced |
| Man Group plc | 6,944 | $774.3K | 0.00% | – | – |
| Walleye Trading LLC | 6,889 | $768.1K | 0.01% | −14,063−67.1% | Reduced |
| Wealthfront Advisers LLC | 6,867 | $765.7K | 0.00% | +215+3.2% | Added |
| Lido Advisors, LLC | 6,792 | $760.4K | 0.01% | −52,412−88.5% | Reduced |
| Cavalier Investments, LLC | 6,723 | $749.6K | 0.28% | +145+2.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,695 | $746.5K | 0.05% | +129+2.0% | Added |
| Norinchukin Bank, The | 6,690 | $745.9K | 0.02% | −776−10.4% | Reduced |
| Muirfield Wealth Advisors LLC | 6,620 | $738.1K | 0.78% | +6,620 | New |
| Glenmede Trust Co NA | 6,532 | $728.3K | 0.00% | −30.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,460 | $720.3K | 0.03% | −50−0.8% | Reduced |
| Yorktown Management & Research Co Inc | 6,450 | $719.2K | 0.75% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 6,400 | $713.6K | 0.07% | +6,400 | New |
| Empirical Finance, LLC | 6,387 | $712.2K | 0.05% | +44+0.7% | Added |
| Steward Partners Investment Advisory, LLC | 6,375 | $710.8K | 0.01% | +62+1.0% | Added |
| Concurrent Investment Advisors, LLC | 6,312 | $703.7K | 0.03% | +6,312 | New |
| Staley Capital Advisers Inc | 6,250 | $696.9K | 0.03% | −30.0% | Reduced |
| Balyasny Asset Management LLC | 6,245 | $696.3K | 0.00% | +497+8.6% | Added |
| Metis Global Partners, LLC | 6,222 | $693.8K | 0.03% | −849−12.0% | Reduced |
| HBK Sorce Advisory LLC | 6,170 | $688.0K | 0.03% | −16−0.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,147 | $685.4K | 0.01% | +206+3.5% | Added |
| GTS Securities LLC | 6,125 | $682.9K | 0.01% | −345−5.3% | Reduced |
| Gilliland Jeter Wealth Management LLC | 6,047 | $674.3K | 0.28% | +6,047 | New |
| Guggenheim Capital LLC | 6,037 | $673.1K | 0.01% | −3,809−38.7% | Reduced |
| Wetzel Investment Advisors, Inc. | 6,029 | $672.0K | 0.41% | +6,029 | New |
| Wealthspire Advisors, LLC | 5,952 | $663.6K | 0.01% | −75−1.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,948 | $663.2K | 0.02% | +16+0.3% | Added |
| Threadgill Financial, LLC | 5,860 | $653.4K | 0.43% | +88+1.5% | Added |
| MGB Wealth Management, LLC | 5,803 | $647.0K | 0.33% | +5,803 | New |
| Signature Wealth Management Group | 5,738 | $639.8K | 0.30% | +5,738 | New |
| Systematic Alpha Investments, LLC | 5,700 | $635.5K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 5,699 | $635.4K | 0.02% | +81+1.4% | Added |
| Ontario Teachers Pension Plan Board | 5,635 | $628.3K | 0.01% | +240+4.4% | Added |
| Aigen Investment Management, LP | 5,477 | $610.7K | 0.11% | +5,477 | New |
| Bill Few Associates, Inc. | 5,445 | $607.1K | 0.28% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 5,380 | $599.9K | 0.03% | +357+7.1% | Added |
| Credit Agricole S A | 5,317 | $592.8K | 0.01% | +3,549+200.7% | Added |
| Teza Capital Management LLC | 5,243 | $584.6K | 0.10% | +5,243 | New |
| Beverly Hills Private Wealth, LLC | 5,233 | $583.5K | 0.15% | −514−8.9% | Reduced |
| Tranquility Partners, LLC | 5,190 | $578.7K | 0.24% | −1,697−24.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 5,140 | $573.1K | 0.05% | +1,658+47.6% | Added |
| Intech Investment Management LLC | 5,121 | $571.0K | 0.01% | −9,250−64.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 5,098 | $568.4K | 0.05% | 00.0% | Unchanged |