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 |
|---|---|---|---|---|---|
| Moseley Investment Management Inc | 2,532 | $282.3K | 0.16% | −93−3.5% | Reduced |
| Norden Group LLC | 2,530 | $282.0K | 0.05% | −997−28.3% | Reduced |
| Blue Chip Partners, Inc. | 2,515 | $280.4K | 0.03% | +11+0.4% | Added |
| Alliance Wealth Advisors, LLC | 2,483 | $276.9K | 0.09% | −12−0.5% | Reduced |
| Drive Wealth Management, LLC | 2,467 | $276.2K | 0.09% | +149+6.4% | Added |
| Salem Investment Counselors Inc | 2,458 | $275.2K | 0.01% | 00.0% | Unchanged |
| Edmp, Inc. | 2,457 | $274.0K | 0.25% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 2,448 | $273.0K | 0.07% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 2,446 | $272.7K | 0.22% | +2,446 | New |
| Legacy Wealth Asset Management, LLC | 2,439 | $271.9K | 0.09% | +21+0.9% | Added |
| NewEdge Wealth, LLC | 2,375 | $264.8K | 0.01% | +2,375 | New |
| Empowered Funds, LLC | 2,357 | $262.8K | 0.01% | +356+17.8% | Added |
| Vestmark Advisory Solutions, Inc. | 2,319 | $258.6K | 0.01% | +2,319 | New |
| Harbor Investment Advisory, LLC | 2,317 | $258.3K | 0.03% | 00.0% | Unchanged |
| South Dakota Investment Council | 2,300 | $256.0K | 0.01% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 2,281 | $254.3K | 0.01% | 00.0% | Unchanged |
| Trust Asset Management LLC | 2,261 | $252.1K | 0.02% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 2,235 | $249.2K | 0.04% | −13−0.6% | Reduced |
| Principle Wealth Partners LLC | 2,225 | $248.1K | 0.02% | 00.0% | Unchanged |
| Berry Wealth Group, LP | 2,214 | $246.9K | 0.23% | +2,214 | New |
| Proequities, Inc. | 2,198 | $246.1K | 0.02% | −56−2.5% | Reduced |
| Versor Investments LP | 2,200 | $245.3K | 0.05% | +2,200 | New |
| Ronald Blue Trust, Inc. | 2,439 | $245.0K | 0.00% | +268+12.3% | Added |
| Lake Street Advisors Group, LLC | 2,185 | $244.6K | 0.01% | +2,185 | New |
| Nations Financial Group Inc, | 2,193 | $244.5K | 0.02% | 00.0% | Unchanged |
| Shelton Capital Management | 2,192 | $244.4K | 0.01% | −161−6.8% | Reduced |
| Vantage Consulting Group Inc | 2,188 | $244.0K | 0.16% | −126−5.4% | Reduced |
| Arbor Investment Advisors, LLC | 2,181 | $243.2K | 0.04% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 2,175 | $242.5K | 0.12% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,169 | $241.8K | 0.01% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 2,156 | $240.4K | 0.03% | +2,156 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,128 | $237.3K | 0.04% | +14+0.7% | Added |
| RBA Wealth Management, LLC | 2,115 | $235.8K | 0.10% | −154−6.8% | Reduced |
| Schechter Investment Advisors, LLC | 2,100 | $234.2K | 0.02% | −41−1.9% | Reduced |
| Crestwood Advisors Group LLC | 2,098 | $233.9K | 0.01% | −44−2.1% | Reduced |
| Revolve Wealth Partners, LLC | 2,094 | $233.5K | 0.05% | −51−2.4% | Reduced |
| Rehmann Capital Advisory Group | 2,079 | $231.9K | 0.02% | −43−2.0% | Reduced |
| Financial Insights, Inc. | 2,061 | $229.8K | 0.07% | +2,061 | New |
| Integrated Wealth Concepts LLC | 2,050 | $228.6K | 0.00% | +17+0.8% | Added |
| Robeco Institutional Asset Management B.V. | 2,042 | $227.7K | 0.00% | +297+17.0% | Added |
| Boston Private Wealth LLC | 2,026 | $225.9K | 0.01% | −20−1.0% | Reduced |
| Eagle Wealth Strategies LLC | 2,022 | $225.5K | 0.14% | +2,022 | New |
| UniSuper Management Pty Ltd | 2,020 | $225.2K | 0.00% | +620+44.3% | Added |
| Warren Averett Asset Management, LLC | 2,004 | $223.4K | 0.01% | +2,004 | New |
| Cigna Investments Inc | 2,003 | $223.0K | 0.05% | −50−2.4% | Reduced |
| Arthur M. Cohen & Associates, LLC | 2,000 | $223.0K | 0.05% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 1,978 | $220.6K | 0.00% | +1,978 | New |
| Synovus Financial Corp | 1,976 | $220.3K | 0.00% | +1,976 | New |
| Everpar Advisors LLC | 1,964 | $219.0K | 0.10% | +1,964 | New |
| Brighton Jones LLC | 1,939 | $216.2K | 0.01% | +1,939 | New |
| XTX Topco Ltd | 1,923 | $214.4K | 0.05% | −6,797−77.9% | Reduced |
| CX Institutional | 1,876 | $209.2K | 0.01% | +1,876 | New |
| Great Lakes Advisors, LLC | 1,857 | $207.1K | 0.00% | +1,857 | New |
| Oak Harbor Wealth Partners, LLC | 1,856 | $206.9K | 0.07% | +1,856 | New |
| Southeast Asset Advisors Inc. | 1,846 | $205.8K | 0.03% | +1,846 | New |
| Eisler Capital (UK) Ltd. | 1,837 | $204.8K | 0.02% | +1,837 | New |
| Cetera Advisors LLC | 1,830 | $204.0K | 0.00% | +1,830 | New |
| HighPoint Advisor Group LLC | 1,605 | $203.0K | 0.01% | +1,605 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,800 | $201.5K | 0.09% | 00.0% | Unchanged |
| First Bank & Trust | 1,807 | $201.5K | 0.05% | +1,807 | New |
| Central Trust Co | 1,771 | $197.5K | 0.01% | +1+0.1% | Added |
| Penserra Capital Management LLC | 1,711 | $190.0K | 0.00% | −364−17.5% | Reduced |
| First Horizon Advisors, Inc. | 1,687 | $188.1K | 0.01% | −28−1.6% | Reduced |
| Park Place Capital Corp | 1,677 | $187.0K | 0.07% | −526−23.9% | Reduced |
| Parallel Advisors, LLC | 1,611 | $179.6K | 0.01% | +16+1.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,585 | $176.7K | 0.00% | +833+110.8% | Added |
| Advisory Services Network, LLC | 1,582 | $176.3K | 0.00% | +1,582 | New |
| Smartleaf Asset Management LLC | 1,543 | $173.9K | 0.05% | +1,543 | New |
| Bessemer Group Inc | 1,537 | $172.0K | 0.00% | +44+2.9% | Added |
| Eagle Bay Advisors LLC | 1,512 | $168.6K | 0.11% | −460−23.3% | Reduced |
| Deane Retirement Strategies, Inc. | 1,507 | $168.0K | 0.09% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,393 | $155.0K | 0.01% | −4,089−74.6% | Reduced |
| Quadrant Capital Group LLC | 1,361 | $151.8K | 0.01% | +359+35.8% | Added |
| HM Payson & Co | 1,350 | $150.5K | 0.00% | −350−20.6% | Reduced |
| Principal Securities, Inc. | 1,347 | $150.2K | 0.01% | +1,347 | New |
| Capstone Investment Advisors, LLC | 1,313 | $146.4K | 0.00% | +1,313 | New |
| Bruce G. Allen Investments, LLC | 1,258 | $140.3K | 0.13% | +1,258 | New |
| Custom Portfolio Group LLC | 1,243 | $139.2K | 0.12% | +1,243 | New |
| Desjardins Global Asset Management Inc. | 1,230 | $137.1K | 0.01% | +17+1.4% | Added |
| Global Retirement Partners, LLC | 1,240 | $135.5K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,157 | $129.0K | 0.05% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,135 | $126.6K | 0.01% | +226+24.9% | Added |
| Stephenson National Bank & Trust | 1,067 | $119.0K | 0.06% | +91+9.3% | Added |
| Sentry Investment Management LLC | 985 | $110.0K | 0.05% | −106−9.7% | Reduced |
| GAMMA Investing LLC | 909 | $100.2K | 0.03% | +909 | New |
| Arlington Trust Co LLC | 873 | $97.4K | 0.03% | +873 | New |
| Federated Hermes, Inc. | 873 | $97.3K | 0.00% | +96+12.4% | Added |
| Caldwell Trust Co | 869 | $96.9K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 856 | $95.4K | 0.02% | +89+11.6% | Added |
| Headlands Technologies LLC | 789 | $88.0K | 0.03% | +271+52.3% | Added |
| Farther Finance Advisors, LLC | 784 | $87.5K | 0.01% | +296+60.7% | Added |
| DT Investment Partners, LLC | 719 | $81.6K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 717 | $79.9K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 678 | $75.6K | 0.01% | +3+0.4% | Added |
| EverSource Wealth Advisors, LLC | 560 | $62.4K | 0.01% | +60+12.0% | Added |
| Massmutual Trust Co FSB | 558 | $62.2K | 0.00% | +192+52.5% | Added |
| Addison Advisors LLC | 552 | $61.5K | 0.02% | +136+32.7% | Added |
| Ci Investments Inc. | 526 | $59.0K | 0.00% | −34−6.1% | Reduced |
| Capital Advisors, Ltd. LLC | 522 | $58.0K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $55.8K | 0.03% | 00.0% | Unchanged |