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 |
|---|---|---|---|---|---|
| Covenant Partners, LLC | 5,093 | $567.9K | 0.18% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 5,092 | $567.8K | 0.00% | −46,863−90.2% | Reduced |
| Forum Financial Management, LP | 5,075 | $565.9K | 0.01% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 5,064 | $564.6K | 0.11% | +200+4.1% | Added |
| Dock Street Asset Management Inc | 4,979 | $555.2K | 0.09% | 00.0% | Unchanged |
| Intrust Bank NA | 4,968 | $553.9K | 0.06% | +213+4.5% | Added |
| Swedbank AB | 4,904 | $546.8K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 4,880 | $544.1K | 0.01% | −1,273−20.7% | Reduced |
| Guinness Asset Management LTD | 4,851 | $540.9K | 0.01% | −337−6.5% | Reduced |
| FJ Investments, LLC | 4,800 | $535.2K | 0.03% | +4,800 | New |
| Kestra Advisory Services, LLC | 4,785 | $533.5K | 0.00% | +10.0% | Added |
| Verition Fund Management LLC | 4,771 | $532.0K | 0.01% | +4,771 | New |
| Principal Street Partners, LLC | 4,747 | $529.3K | 0.13% | −81−1.7% | Reduced |
| Harrell Investment Partners, LLC | 4,686 | $522.5K | 0.16% | +19+0.4% | Added |
| Investment Management Corp of Ontario | 4,626 | $515.8K | 0.01% | +4,626 | New |
| Assenagon Asset Management S.A. | 4,587 | $511.5K | 0.00% | −95−2.0% | Reduced |
| V-Square Quantitative Management LLC | 4,541 | $506.3K | 0.12% | +879+24.0% | Added |
| Vestcor Inc | 4,524 | $504.0K | 0.02% | −44−1.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 4,421 | $493.0K | 0.01% | +2,047+86.2% | Added |
| Petrus Trust Company, LTA | 4,417 | $492.5K | 0.05% | +2,174+96.9% | Added |
| Quest Partners LLC | 4,413 | $492.1K | 0.10% | +4,413 | New |
| PEAK6 Investments LLC | 4,374 | $487.7K | 0.02% | +4,374 | New |
| Vident Advisory, LLC | 4,334 | $483.3K | 0.01% | +1,841+73.8% | Added |
| Axq Capital, LP | 4,300 | $479.4K | 0.13% | +4,300 | New |
| Baird Financial Group, Inc. | 4,296 | $479.0K | 0.00% | −416−8.8% | Reduced |
| Global Financial Private Client, LLC | 4,282 | $477.4K | 0.22% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 4,273 | $476.0K | 0.00% | −1,862−30.4% | Reduced |
| NorthRock Partners, LLC | 4,111 | $460.2K | 0.02% | +4,111 | New |
| Choate Investment Advisors | 4,120 | $459.4K | 0.01% | −33−0.8% | Reduced |
| Waterloo Capital, L.P. | 4,112 | $458.5K | 0.07% | +43+1.1% | Added |
| Agate Pass Investment Management, LLC | 4,054 | $452.0K | 0.26% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 4,000 | $446.0K | 0.01% | −1,000−20.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 4,000 | $446.0K | 0.06% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 3,922 | $437.3K | 0.12% | +75+1.9% | Added |
| Greenleaf Trust | 3,873 | $431.8K | 0.00% | +190+5.2% | Added |
| Great Valley Advisor Group, Inc. | 3,856 | $429.9K | 0.02% | +10.0% | Added |
| Ieq Capital, LLC | 3,853 | $429.6K | 0.01% | −13−0.3% | Reduced |
| CIBC World Markets Inc. | 3,811 | $425.0K | 0.00% | −300−7.3% | Reduced |
| Alberta Investment Management Corp | 3,800 | $423.7K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 3,774 | $420.8K | 0.00% | +3,774 | New |
| Baker Tilly Wealth Management, LLC | 3,738 | $416.8K | 0.07% | −66−1.7% | Reduced |
| Fulton Bank, N.A. | 3,738 | $416.8K | 0.02% | +161+4.5% | Added |
| Argus Investors' Counsel, Inc. | 3,718 | $414.6K | 0.27% | −30−0.8% | Reduced |
| Two Sigma Investments, LP | 3,687 | $411.1K | 0.00% | +3,687 | New |
| Visionary Wealth Advisors | 3,656 | $407.7K | 0.03% | −124−3.3% | Reduced |
| Veriti Management LLC | 3,616 | $403.2K | 0.04% | +1,259+53.4% | Added |
| Essex Financial Services, Inc. | 3,605 | $402.0K | 0.04% | +39+1.1% | Added |
| IFP Advisors, Inc | 3,573 | $398.5K | 0.02% | −257−6.7% | Reduced |
| Whalen Wealth Management Inc. | 3,569 | $397.9K | 0.36% | +3,569 | New |
| Portside Wealth Group, LLC | 3,506 | $390.9K | 0.07% | −129−3.5% | Reduced |
| Huntington National Bank | 3,478 | $387.8K | 0.00% | −15−0.4% | Reduced |
| Coldstream Capital Management Inc | 3,465 | $386.4K | 0.01% | +1,376+65.9% | Added |
| Cetera Investment Advisers | 3,441 | $383.7K | 0.00% | +192+5.9% | Added |
| Texas Yale Capital Corp. | 3,398 | $378.9K | 0.02% | +23+0.7% | Added |
| Aspen Grove Capital, LLC | 3,383 | $377.8K | 0.12% | −54−1.6% | Reduced |
| Everence Capital Management Inc | 3,370 | $376.0K | 0.03% | +3,370 | New |
| Tectonic Advisors LLC | 3,369 | $375.6K | 0.03% | +253+8.1% | Added |
| Avantax Advisory Services, Inc. | 3,345 | $372.9K | 0.00% | −144−4.1% | Reduced |
| National Asset Management, Inc. | 3,298 | $369.2K | 0.01% | −1,399−29.8% | Reduced |
| Great Lakes Retirement, Inc. | 3,270 | $364.6K | 0.06% | −23−0.7% | Reduced |
| First Eagle Investment Management, LLC | 3,250 | $362.4K | 0.00% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 3,239 | $361.1K | 0.01% | 00.0% | Unchanged |
| Pitcairn Co | 3,118 | $347.7K | 0.03% | +8+0.3% | Added |
| DoubleLine ETF Adviser LP | 3,105 | $346.2K | 0.10% | +209+7.2% | Added |
| Quantitative Investment Management, LLC | 3,107 | $346.0K | 0.02% | +3,107 | New |
| Vontobel Holding Ltd. | 3,084 | $343.9K | 0.00% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 3,076 | $343.0K | 0.23% | +3,076 | New |
| Stonebrook Private Inc. | 3,070 | $342.3K | 0.11% | +3,070 | New |
| Scientech Research LLC | 3,061 | $341.3K | 0.34% | +3,061 | New |
| Quad-Cities Investment Group, LLC | 2,987 | $335.9K | 0.21% | +11+0.4% | Added |
| Clarus Group, Inc. | 3,002 | $334.7K | 0.25% | −75−2.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 2,979 | $332.2K | 0.04% | +219+7.9% | Added |
| Sequoia Financial Advisors, LLC | 2,942 | $328.0K | 0.00% | +2,942 | New |
| Duality Advisers, LP | 2,927 | $326.4K | 0.03% | +2,927 | New |
| Kohmann Bosshard Financial Services, LLC | 2,925 | $326.1K | 0.05% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 2,900 | $324.4K | 0.00% | +302+11.6% | Added |
| AE Wealth Management LLC | 2,862 | $324.1K | 0.00% | +2,862 | New |
| Ostrum Asset Management | 2,893 | $322.6K | 0.03% | +13+0.5% | Added |
| Flagship Harbor Advisors, LLC | 2,859 | $318.8K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,805 | $312.8K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 2,781 | $310.1K | 0.02% | +503+22.1% | Added |
| Catalyst Capital Advisors LLC | 2,760 | $307.7K | 0.01% | +2,760 | New |
| Collective Family Office LLC | 2,734 | $304.8K | 0.11% | 00.0% | Unchanged |
| Novare Capital Management LLC | 2,730 | $304.4K | 0.03% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 2,728 | $304.2K | 0.01% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 2,715 | $302.7K | 0.12% | +2,715 | New |
| Profund Advisors LLC | 2,712 | $302.4K | 0.01% | +556+25.8% | Added |
| MTM Investment Management, LLC | 2,700 | $301.1K | 0.14% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 2,668 | $301.0K | 0.02% | −936−26.0% | Reduced |
| Dynamic Advisor Solutions LLC | 2,679 | $300.1K | 0.01% | +237+9.7% | Added |
| NEOS Investment Management LLC | 2,663 | $296.9K | 0.03% | +434+19.5% | Added |
| Samalin Investment Counsel, LLC | 2,645 | $295.0K | 0.15% | +59+2.3% | Added |
| Horizon Investments, LLC | 2,645 | $294.9K | 0.01% | −83−3.0% | Reduced |
| Personal Cfo Solutions, LLC | 2,629 | $293.2K | 0.05% | +600+29.6% | Added |
| Phillips Wealth Planners LLC | 2,644 | $290.1K | 0.35% | +11+0.4% | Added |
| Private Advisor Group, LLC | 2,589 | $288.7K | 0.00% | +2,589 | New |
| Northwestern Mutual Wealth Management Co | 2,568 | $286.4K | 0.00% | −716−21.8% | Reduced |
| Checchi Capital Advisers, LLC | 2,567 | $286.2K | 0.02% | −28−1.1% | Reduced |
| Sawtooth Solutions, LLC | 2,560 | $285.4K | 0.01% | +216+9.2% | Added |
| Bleakley Financial Group, LLC | 2,560 | $285.4K | 0.01% | +216+9.2% | Added |