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, Q1 2024
Institutional positions in Raymond James Financial Inc as of Mar 31, 2024. 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
- 729
- +16 vs. Q4 2023
- Shares held
- 155.7M
- +201.2K (+0.1%) vs. Q4 2023
- Total value
- $19.9B
- +$2.61B (+15.1%) vs. Q4 2023
- New holders
- 72
- 294 more added
- Sold out
- 56
- 223 more reduced
7 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Raymond James Financial Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 22,131,131 | $2.84B | 0.06% | −165,904−0.7% | Reduced |
| BlackRock Inc. | 15,201,120 | $1.95B | 0.05% | −1,151,985−7.0% | Reduced |
| Primecap Management Co | 12,090,097 | $1.55B | 1.16% | −227,510−1.8% | Reduced |
| Wellington Management Group LLP | 10,303,602 | $1.32B | 0.23% | −988,670−8.8% | Reduced |
| State Street Corp | 7,843,339 | $1.01B | 0.05% | +12,370+0.2% | Added |
| FMR LLC | 6,480,278 | $832.2M | 0.06% | +44,531+0.7% | Added |
| JPMorgan Chase & Co | 5,398,624 | $693.3M | 0.06% | +341,668+6.8% | Added |
| Geode Capital Management, LLC | 4,279,180 | $548.0M | 0.05% | +135,414+3.3% | Added |
| T. Rowe Price Investment Management, Inc. | 3,864,029 | $496.2M | 0.30% | +319,406+9.0% | Added |
| Earnest Partners LLC | 2,468,196 | $317.0M | 1.45% | +138,075+5.9% | Added |
| Invesco Ltd. | 2,434,674 | $312.7M | 0.07% | −64,370−2.6% | Reduced |
| Bank of America Corp | 2,231,091 | $286.5M | 0.03% | +495,078+28.5% | Added |
| Norges Bank | 2,226,292 | $285.9M | 0.05% | +84,318+3.9% | Added |
| Agf Management Ltd | 2,202,434 | $282.8M | 1.57% | +54,609+2.5% | Added |
| Massachusetts Financial Services Co | 2,190,502 | $281.3M | 0.08% | +32,637+1.5% | Added |
| Dimensional Fund Advisors LP | 1,910,786 | $245.4M | 0.07% | +78,328+4.3% | Added |
| Northern Trust Corp | 1,900,067 | $244.0M | 0.04% | −88,605−4.5% | Reduced |
| Morgan Stanley | 1,740,662 | $223.5M | 0.02% | +40,137+2.4% | Added |
| APG Asset Management N.V. | 1,835,445 | $218.2M | 0.38% | +167,856+10.1% | Added |
| Goldman Sachs Group Inc | 1,510,572 | $194.0M | 0.04% | +236,642+18.6% | Added |
| Thrivent Financial for Lutherans | 1,486,781 | $190.9M | 0.38% | +25,452+1.7% | Added |
| Marshall Wace, LLP | 1,437,978 | $184.7M | 0.31% | −455,696−24.1% | Reduced |
| Mercer Global Advisors Inc | 1,413,083 | $181.5M | 0.52% | −92,277−6.1% | Reduced |
| Truist Financial Corp | 1,362,559 | $175.0M | 0.27% | +1,346,480+8,374.2% | Added |
| Bank of New York Mellon Corp | 1,310,768 | $168.3M | 0.03% | −43,028−3.2% | Reduced |
| Legal & General Group Plc | 1,208,445 | $155.2M | 0.04% | −22,844−1.9% | Reduced |
| Harfst & Associates, Inc. | 1,127,411 | $144.8M | 34.38% | −1,660−0.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,043,916 | $134.1M | 0.03% | −38,829−3.6% | Reduced |
| Envestnet Asset Management Inc | 1,038,750 | $133.4M | 0.05% | +564,215+118.9% | Added |
| Congress Asset Management Co | 929,816 | $119.4M | 0.85% | −6,056−0.6% | Reduced |
| Voya Investment Management LLC | 900,672 | $115.7M | 0.11% | +427,999+90.5% | Added |
| UBS Asset Management Americas Inc | 874,467 | $112.3M | 0.04% | −11,750−1.3% | Reduced |
| SEI Investments Co | 849,914 | $109.1M | 0.16% | +40,288+5.0% | Added |
| Amundi | 748,153 | $91.2M | 0.04% | −3,117−0.4% | Reduced |
| Barclays PLC | 612,450 | $78.7M | 0.04% | +16,019+2.7% | Added |
| Nuveen Asset Management, LLC | 611,702 | $78.6M | 0.02% | −12,283−2.0% | Reduced |
| Principal Financial Group Inc | 598,805 | $76.9M | 0.05% | −43,127−6.7% | Reduced |
| Palisade Capital Management LLC | 533,815 | $68.6M | 1.81% | −31,257−5.5% | Reduced |
| New York State Common Retirement Fund | 532,347 | $68.4M | 0.09% | −16,652−3.0% | Reduced |
| Deutsche Bank AG | 530,268 | $68.1M | 0.03% | +33,858+6.8% | Added |
| Premier Fund Managers Ltd | 526,000 | $67.0M | 2.65% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 520,492 | $66.8M | 0.01% | −4,659−0.9% | Reduced |
| Wells Fargo & Company | 506,219 | $65.0M | 0.02% | +39,601+8.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 499,981 | $64.2M | 0.04% | −3,127−0.6% | Reduced |
| HSBC Holdings PLC | 489,188 | $62.8M | 0.04% | +44,591+10.0% | Added |
| Holocene Advisors, LP | 450,222 | $57.8M | 0.21% | +396,096+731.8% | Added |
| Fiera Capital Corp | 439,611 | $56.5M | 0.16% | +16,358+3.9% | Added |
| Franklin Resources Inc | 438,647 | $56.3M | 0.02% | +416,288+1,861.8% | Added |
| Silvercrest Asset Management Group LLC | 425,998 | $54.7M | 0.37% | −4,809−1.1% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 420,524 | $54.0M | 1.95% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 419,842 | $53.9M | 0.03% | −2,962−0.7% | Reduced |
| Rhumbline Advisers | 404,018 | $51.9M | 0.05% | +18,521+4.8% | Added |
| Natixis Advisors, L.P. | 395,221 | $50.8M | 0.12% | +30,730+8.4% | Added |
| TD Asset Management Inc | 365,971 | $47.0M | 0.04% | +40,955+12.6% | Added |
| California Public Employees Retirement System | 342,110 | $43.9M | 0.03% | −12,148−3.4% | Reduced |
| KBC Group NV | 323,702 | $41.6M | 0.13% | +296,335+1,082.8% | Added |
| Prudential Financial Inc | 320,200 | $41.1M | 0.06% | +159,341+99.1% | Added |
| UBS Group AG | 311,098 | $40.0M | 0.01% | −10,857−3.4% | Reduced |
| Raymond James & Associates | 308,363 | $39.6M | 0.03% | −2,948−0.9% | Reduced |
| Alliancebernstein L.P. | 303,798 | $39.0M | 0.01% | −43,056−12.4% | Reduced |
| Davis Asset Management, L.P. | 300,000 | $38.5M | 1.69% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 290,922 | $37.4M | 0.03% | +48,697+20.1% | Added |
| Credit Suisse AG | 287,948 | $37.0M | 0.04% | −2,688−0.9% | Reduced |
| California State Teachers Retirement System | 285,876 | $36.7M | 0.05% | −3,323−1.1% | Reduced |
| National Pension Service | 283,292 | $36.4M | 0.04% | +344+0.1% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 280,498 | $36.0M | 2.20% | −2,399−0.8% | Reduced |
| Royal Bank of Canada | 280,132 | $36.0M | 0.01% | +14,557+5.5% | Added |
| Ameriprise Financial Inc | 278,384 | $35.8M | 0.01% | +28,929+11.6% | Added |
| Macquarie Group Ltd | 269,764 | $34.2M | 0.04% | −1,279−0.5% | Reduced |
| Ceredex Value Advisors LLC | 247,900 | $31.9M | 0.56% | −335,977−57.5% | Reduced |
| Millennium Management LLC | 246,633 | $31.7M | 0.03% | +143,841+139.9% | Added |
| Bank of Montreal | 237,472 | $30.6M | 0.02% | −69,898−22.7% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 228,301 | $29.3M | 0.26% | −107,084−31.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 228,229 | $29.3M | 0.04% | +37,134+19.4% | Added |
| Pinnacle Associates Ltd | 226,197 | $29.0M | 0.46% | −145−0.1% | Reduced |
| FIL Ltd | 225,544 | $29.0M | 0.03% | −39,136−14.8% | Reduced |
| New York State Teachers Retirement System | 214,666 | $27.6M | 0.06% | −883−0.4% | Reduced |
| BNP Paribas Arbitrage, SA | 211,737 | $27.2M | 0.03% | +100,986+91.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 199,538 | $25.6M | 0.04% | +1,447+0.7% | Added |
| Nicholas Company, Inc. | 198,074 | $25.4M | 0.42% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 197,695 | $25.4M | 0.13% | +176,210+820.2% | Added |
| Adage Capital Partners GP, L.L.C. | 184,550 | $23.7M | 0.04% | +2,000+1.1% | Added |
| Raymond James Trust N.A. | 183,253 | $23.5M | 0.57% | +91,259+99.2% | Added |
| Russell Investments Group, Ltd. | 181,342 | $23.3M | 0.04% | +26,478+17.1% | Added |
| State Board of Administration of Florida Retirement System | 225,331 | $21.0M | 0.05% | +11,427+5.3% | Added |
| Schroder Investment Management Group | 160,447 | $20.6M | 0.02% | +24,163+17.7% | Added |
| Philo Smith Capital Corp | 151,500 | $19.5M | 5.45% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 148,208 | $19.0M | 0.07% | −929−0.6% | Reduced |
| Basswood Capital Management, L.L.C. | 146,444 | $18.8M | 1.10% | −11,114−7.1% | Reduced |
| Gillespie Robinson & Grimm Inc | 144,434 | $18.5M | 1.54% | +144,434 | New |
| Great West Life Assurance Co | 130,981 | $16.8M | 0.03% | −6,222−4.5% | Reduced |
| Citigroup Inc | 129,659 | $16.7M | 0.02% | +45,820+54.7% | Added |
| Royal London Asset Management Ltd | 129,570 | $16.6M | 0.04% | −2,829−2.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 129,216 | $16.6M | 0.03% | −20,930−13.9% | Reduced |
| State of Wisconsin Investment Board | 125,649 | $16.1M | 0.04% | +13,130+11.7% | Added |
| Geneva Capital Management LLC | 124,715 | $16.0M | 0.28% | −3,276−2.6% | Reduced |
| Manufacturers Life Insurance Company, The | 119,680 | $15.4M | 0.01% | −15,281−11.3% | Reduced |
| Congress Wealth Management LLC | 119,076 | $15.3M | 0.26% | −317−0.3% | Reduced |
| Victory Capital Management Inc | 119,013 | $15.3M | 0.01% | −3,091−2.5% | Reduced |
| American Century Companies Inc | 116,472 | $15.0M | 0.01% | −37,291−24.3% | Reduced |