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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.

Institutional holdersQ1 2024: 729 institutions
Q1 2021: 552 institutionsQ2 2021: 565 institutionsQ3 2021: 583 institutionsQ4 2021: 638 institutionsQ1 2022: 664 institutionsQ2 2022: 657 institutionsQ3 2022: 666 institutionsQ4 2022: 701 institutionsQ1 2023: 664 institutionsQ2 2023: 644 institutionsQ3 2023: 658 institutionsQ4 2023: 720 institutionsQ1 2024: 729 institutionsQ2 2024: 751 institutionsQ3 2024: 768 institutionsQ4 2024: 840 institutionsQ1 2025: 858 institutionsQ2 2025: 857 institutionsQ3 2025: 894 institutionsQ4 2025: 936 institutionsQ1 2026: 925 institutionsQ2 2026: 904 institutions
Value heldQ1 2024: $19.9B
Q1 2021: $12.3BQ2 2021: $13.2BQ3 2021: $14.0BQ4 2021: $15.5BQ1 2022: $17.3BQ2 2022: $14.3BQ3 2022: $16.1BQ4 2022: $17.5BQ1 2023: $14.8BQ2 2023: $16.5BQ3 2023: $15.7BQ4 2023: $17.4BQ1 2024: $19.9BQ2 2024: $18.9BQ3 2024: $19.1BQ4 2024: $23.9BQ1 2025: $21.8BQ2 2025: $23.8BQ3 2025: $26.0BQ4 2025: $24.6BQ1 2026: $22.0BQ2 2026: $23.1B
Institutions holding RJF and their total value by quarter
QuarterHoldersValue
Q2 2026904$23.1B
Q1 2026925$22.0B
Q4 2025936$24.6B
Q3 2025894$26.0B
Q2 2025857$23.8B
Q1 2025858$21.8B
Q4 2024840$23.9B
Q3 2024768$19.1B
Q2 2024751$18.9B
Q1 2024729$19.9B
Q4 2023720$17.4B
Q3 2023658$15.7B
Q2 2023644$16.5B
Q1 2023664$14.8B
Q4 2022701$17.5B
Q3 2022666$16.1B
Q2 2022657$14.3B
Q1 2022664$17.3B
Q4 2021638$15.5B
Q3 2021583$14.0B
Q2 2021565$13.2B
Q1 2021552$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.

Institutions holding RJF in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Clear Street Markets LLC2$00.00%+2New
Dogwood Wealth Management LLC0$20.00%0Unchanged
DHJJ Financial Advisors, Ltd.0$150.00%0Unchanged
WestEnd Advisors, LLC1$1280.00%+1New
Mine & Arao Wealth Creation & Management, LLC.1$1290.00%+1New
WR Wealth Planners, LLC2$2570.00%+2New
Rosenberg Matthew Hamilton3$3860.00%00.0%Unchanged
MCF Advisors LLC3$3870.00%+3New
NVWM, LLC4$5150.00%+4New
Tfo-TDC, LLC5$6420.00%00.0%Unchanged
JJJ Advisors Inc.5$6430.00%00.0%Unchanged
Wolff Wiese Magana LLC5$6430.00%00.0%Unchanged
Carolinas Wealth Consulting LLC5$6440.00%+5New
West Paces Advisors Inc.6$7710.00%−3−33.3%Reduced
Sunbelt Securities, Inc.7$9140.00%00.0%Unchanged
Bank of New Hampshire10$1.28K0.00%00.0%Unchanged
TFC Financial Management10$1.28K0.00%+1+11.1%Added
Larson Financial Group LLC10$1.31K0.00%00.0%Unchanged
First Manhattan Co11$1.41K0.00%00.0%Unchanged
Fuller & Thaler Asset Management, Inc.11$1.41K0.00%00.0%Unchanged
Spire Wealth Management14$1.85K0.00%+2+16.7%Added
Avion Wealth15$2.00K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd16$2.06K0.00%00.0%Unchanged
Dunhill Financial, LLC17$2.15K0.00%+3+21.4%Added
Koesten, Hirschmann & Crabtree, INC.17$2.18K0.00%+17New
Jackson, Grant Investment Advisers, Inc.18$2.31K0.00%00.0%Unchanged
Valued Wealth Advisors LLC18$2.32K0.00%+16+800.0%Added
Continuum Advisory, LLC19$2.38K0.00%+19New
Plato Investment Management Ltd19$2.44K0.00%00.0%Unchanged
Albion Financial Group19$2.44K0.00%+19New
Harbour Investments, Inc.22$2.83K0.00%+5+29.4%Added
Sofos Investments, Inc.23$2.90K0.00%+20+666.7%Added
Versant Capital Management, Inc25$3.21K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.25$3.21K0.00%00.0%Unchanged
SJS Investment Consulting Inc.26$3.34K0.00%−1−3.7%Reduced
Abound Wealth Management28$3.60K0.00%−1−3.4%Reduced
Sachetta, LLC34$3.80K0.00%00.0%Unchanged
Raffa Wealth Management, LLC30$3.85K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC31$3.98K0.00%−37−54.4%Reduced
Financial Management Professionals, Inc.34$4.00K0.00%+2+6.3%Added
Asset Dedication, LLC30$4.00K0.00%00.0%Unchanged
McIlrath & Eck, LLC33$4.23K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.37$4.72K0.00%+7+23.3%Added
Key Financial Inc37$4.75K0.00%00.0%Unchanged
1832 Asset Management L.P.39$5.01K0.00%+39New
Kayne Anderson Rudnick Investment Management LLC40$5.14K0.00%00.0%Unchanged
Geneos Wealth Management Inc.40$5.14K0.00%+19+90.5%Added
SOA Wealth Advisors, LLC.41$5.28K0.00%00.0%Unchanged
Private Wealth Management Group, LLC42$5.39K0.00%00.0%Unchanged
FSA Wealth Management LLC45$5.78K0.00%00.0%Unchanged
Clearstead Advisors, LLC50$6.29K0.00%−29−36.7%Reduced
Washington Trust Co49$6.32K0.00%−1−2.0%Reduced
TD Waterhouse Canada Inc.56$7.21K0.00%+56New
Aspect Partners, LLC57$7.32K0.01%00.0%Unchanged
Pacific Center for Financial Services58$7.45K0.00%+58New
Venturi Wealth Management, LLC59$7.58K0.00%00.0%Unchanged
TCTC Holdings, LLC60$7.71K0.00%+60New
Anchor Investment Management, LLC61$7.83K0.00%+61New
First Financial Corp63$8.09K0.00%+63New
Creative Financial Designs Inc66$8.48K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC66$8.48K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.71$9.12K0.00%00.0%Unchanged
AdvisorNet Financial, Inc77$9.89K0.00%+5+6.9%Added
Quent Capital, LLC79$10.1K0.00%+1+1.3%Added
Meeder Asset Management Inc82$10.5K0.00%+82New
Hexagon Capital Partners LLC84$10.8K0.00%−5−5.6%Reduced
GW&K Investment Management, LLC86$11.0K0.00%−6−6.5%Reduced
Jones Financial Companies LLLP87$11.2K0.00%+2+2.4%Added
Fortitude Family Office, LLC103$13.2K0.01%00.0%Unchanged
Raleigh Capital Management Inc.105$13.5K0.01%+66+169.2%Added
Prestige Wealth Management Group LLC111$14.3K0.00%00.0%Unchanged
Rise Advisors, LLC112$14.4K0.01%+112New
MV Capital Management, Inc.112$14.4K0.00%+2+1.8%Added
Cornerstone Planning Group LLC118$14.7K0.00%+8+7.3%Added
Farmers & Merchants Investments Inc121$15.5K0.00%00.0%Unchanged
LGT Financial Advisors LLC124$15.9K0.02%00.0%Unchanged
Birchbrook, Inc.131$16.8K0.01%00.0%Unchanged
Manchester Capital Management LLC134$17.2K0.00%+6+4.7%Added
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna140$17.2K0.01%00.0%Unchanged
Bell Investment Advisors, Inc137$17.6K0.00%00.0%Unchanged
Capital Analysts, LLC139$18.0K0.00%+131+1,637.5%Added
Kelly Financial Services LLC141$18.1K0.01%+141New
Princeton Global Asset Management LLC145$18.6K0.00%00.0%Unchanged
First Community Trust NA163$20.9K0.02%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.172$22.2K0.01%00.0%Unchanged
EntryPoint Capital, LLC174$22.3K0.02%−19−9.8%Reduced
Naples Money Management LLC174$22.3K0.02%00.0%Unchanged
Valley National Advisers Inc187$24.0K0.00%00.0%Unchanged
Deseret Mutual Benefit Administrators192$24.7K0.01%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt232$29.9K0.00%00.0%Unchanged
Zions Bancorporation, N.A.239$30.7K0.00%00.0%Unchanged
Covestor Ltd239$31.0K0.02%+104+77.0%Added
Smithfield Trust Co246$31.0K0.00%+126+105.0%Added
Riggs Asset Managment Co. Inc.250$32.1K0.01%00.0%Unchanged
Bray Capital Advisors250$32.1K0.01%00.0%Unchanged
Ofi Invest Asset Management272$32.3K0.00%+7+2.6%Added
Future Financial Wealth Managment LLC259$33.3K0.03%+259New
JFS Wealth Advisors, LLC274$35.2K0.00%−158−36.6%Reduced
Westpac Banking Corp296$38.0K0.00%00.0%Unchanged
RFP Financial Group LLC323$41.5K0.02%00.0%Unchanged