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 |
|---|---|---|---|---|---|
| Front Row Advisors LLC | 333 | $42.9K | 0.02% | +333 | New |
| Moisand Fitzgerald Tamayo, LLC | 342 | $43.9K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 373 | $47.9K | 0.01% | +9+2.5% | Added |
| TD Capital Management LLC | 378 | $48.6K | 0.01% | +1+0.3% | Added |
| Trust Co | 379 | $48.7K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 379 | $48.7K | 0.00% | +2+0.5% | Added |
| Operose Advisors LLC | 415 | $53.3K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 429 | $55.1K | 0.01% | +137+46.9% | Added |
| Whittier Trust Co | 434 | $55.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 442 | $56.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 456 | $58.6K | 0.01% | +4+0.9% | Added |
| Resources Management Corp | 472 | $61.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 484 | $62.2K | 0.01% | +70+16.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 493 | $63.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 491 | $63.1K | 0.00% | +20+4.2% | Added |
| Alta Advisers Ltd | 500 | $64.2K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Advisors | 502 | $64.5K | 0.01% | +500+25,000.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 506 | $65.0K | 0.00% | +506 | New |
| Loomis Sayles & Co L P | 505 | $65.0K | 0.00% | +184+57.3% | Added |
| Allworth Financial LP | 521 | $66.9K | 0.00% | +47+9.9% | Added |
| Massmutual Trust Co FSB | 522 | $67.0K | 0.00% | −36−6.5% | Reduced |
| Capital Advisors, Ltd. LLC | 528 | $68.0K | 0.01% | +6+1.1% | Added |
| EverSource Wealth Advisors, LLC | 571 | $69.6K | 0.01% | +11+2.0% | Added |
| Private Trust Co NA | 561 | $72.0K | 0.01% | +475+552.3% | Added |
| Advisors Asset Management, Inc. | 595 | $76.4K | 0.00% | +249+72.0% | Added |
| Addison Advisors LLC | 643 | $82.6K | 0.03% | +91+16.5% | Added |
| Delta Asset Management LLC | 675 | $86.7K | 0.01% | −3−0.4% | Reduced |
| DT Investment Partners, LLC | 719 | $92.3K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 794 | $102.0K | 0.00% | +268+51.0% | Added |
| Federated Hermes, Inc. | 803 | $103.1K | 0.00% | −70−8.0% | Reduced |
| Arlington Trust Co LLC | 830 | $106.7K | 0.03% | −43−4.9% | Reduced |
| Caldwell Trust Co | 869 | $111.6K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 886 | $113.0K | 0.00% | −825−48.2% | Reduced |
| Farther Finance Advisors, LLC | 880 | $113.2K | 0.01% | +96+12.2% | Added |
| GAMMA Investing LLC | 952 | $122.3K | 0.02% | +43+4.7% | Added |
| Sentry Investment Management LLC | 985 | $126.0K | 0.05% | 00.0% | Unchanged |
| HM Payson & Co | 1,000 | $128.4K | 0.00% | −350−25.9% | Reduced |
| Lindbrook Capital, LLC | 1,154 | $148.2K | 0.01% | +19+1.7% | Added |
| PSI Advisors, LLC | 1,157 | $148.6K | 0.05% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,194 | $153.9K | 0.10% | −318−21.0% | Reduced |
| Park Place Capital Corp | 1,218 | $156.4K | 0.06% | −459−27.4% | Reduced |
| Custom Portfolio Group LLC | 1,243 | $160.2K | 0.13% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,255 | $161.1K | 0.01% | +15+1.2% | Added |
| Bruce G. Allen Investments, LLC | 1,270 | $163.1K | 0.13% | +12+1.0% | Added |
| Mather Group, LLC. | 1,546 | $172.4K | 0.00% | +1,546 | New |
| PGGM Investments | 1,350 | $173.0K | 0.00% | +1,350 | New |
| Quadrant Capital Group LLC | 1,383 | $177.6K | 0.01% | +22+1.6% | Added |
| Deane Retirement Strategies, Inc. | 1,507 | $193.5K | 0.10% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 1,564 | $200.8K | 0.00% | −293−15.8% | Reduced |
| Carson Advisory Inc. | 1,570 | $201.6K | 0.14% | +1,570 | New |
| HighPoint Advisor Group LLC | 1,618 | $203.0K | 0.01% | +13+0.8% | Added |
| Pine Valley Investments Ltd Liability Co | 1,579 | $203.3K | 0.02% | +1,579 | New |
| Berkshire Asset Management LLC | 1,595 | $205.0K | 0.01% | +1,595 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 1,643 | $211.0K | 0.00% | −12,879−88.7% | Reduced |
| Moseley Investment Management Inc | 1,645 | $211.3K | 0.10% | −887−35.0% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,650 | $211.9K | 0.03% | +1,650 | New |
| First Horizon Advisors, Inc. | 1,664 | $213.7K | 0.01% | −23−1.4% | Reduced |
| State of Wyoming | 1,681 | $215.9K | 0.04% | +825+96.4% | Added |
| South Dakota Investment Council | 1,700 | $218.0K | 0.00% | −600−26.1% | Reduced |
| XTX Topco Ltd | 1,702 | $218.6K | 0.03% | −221−11.5% | Reduced |
| Legacy Advisors, LLC | 1,700 | $219.1K | 0.03% | +1,700 | New |
| Sax Wealth Advisors, LLC | 1,710 | $219.6K | 0.03% | +1,710 | New |
| Principal Securities, Inc. | 1,717 | $220.5K | 0.01% | +370+27.5% | Added |
| Parallel Advisors, LLC | 1,735 | $222.7K | 0.01% | +124+7.7% | Added |
| AXA S.A. | 1,752 | $225.0K | 0.00% | +1,752 | New |
| Central Trust Co | 1,785 | $229.3K | 0.01% | +14+0.8% | Added |
| Allred Capital Management, LLC | 1,800 | $231.2K | 0.09% | +1,800 | New |
| RBA Wealth Management, LLC | 1,805 | $231.8K | 0.09% | −310−14.7% | Reduced |
| First Bank & Trust | 1,807 | $232.1K | 0.05% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,821 | $233.9K | 0.00% | +1,821 | New |
| Smartleaf Asset Management LLC | 1,848 | $235.5K | 0.05% | +305+19.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,832 | $236.1K | 0.08% | +32+1.8% | Added |
| CX Institutional | 1,845 | $236.9K | 0.01% | −31−1.7% | Reduced |
| Southeast Asset Advisors Inc. | 1,846 | $237.1K | 0.03% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 1,856 | $238.3K | 0.07% | 00.0% | Unchanged |
| Family Wealth Group, LLC | 1,868 | $239.9K | 0.26% | +1,868 | New |
| Stephenson National Bank & Trust | 1,896 | $243.5K | 0.08% | +829+77.7% | Added |
| Advisory Services Network, LLC | 1,961 | $251.8K | 0.01% | +379+24.0% | Added |
| Synovus Financial Corp | 1,976 | $253.8K | 0.00% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 1,977 | $253.9K | 0.16% | −211−9.6% | Reduced |
| Warren Averett Asset Management, LLC | 1,999 | $256.7K | 0.01% | −5−0.2% | Reduced |
| Arthur M. Cohen & Associates, LLC | 2,000 | $256.8K | 0.05% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,003 | $258.0K | 0.05% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 2,023 | $259.7K | 0.02% | −133−6.2% | Reduced |
| Ameritas Investment Partners, Inc. | 2,035 | $261.3K | 0.01% | −134−6.2% | Reduced |
| AE Wealth Management LLC | 2,041 | $262.1K | 0.00% | −821−28.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 2,042 | $262.2K | 0.00% | 00.0% | Unchanged |
| Financial Insights, Inc. | 2,061 | $264.7K | 0.07% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 2,072 | $266.1K | 0.02% | −28−1.3% | Reduced |
| Boston Private Wealth LLC | 2,080 | $267.1K | 0.01% | +54+2.7% | Added |
| Revolve Wealth Partners, LLC | 2,107 | $270.6K | 0.05% | +13+0.6% | Added |
| Stratos Wealth Partners, LTD. | 2,111 | $271.1K | 0.00% | +133+6.7% | Added |
| Crestwood Advisors Group LLC | 2,122 | $272.5K | 0.01% | +24+1.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,128 | $273.3K | 0.04% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,153 | $276.5K | 0.00% | −789−26.8% | Reduced |
| iA Global Asset Management Inc. | 2,175 | $279.0K | 0.01% | +2,175 | New |
| Canandaigua National Bank & Trust Co | 2,173 | $279.1K | 0.04% | −62−2.8% | Reduced |
| Cadent Capital Advisors, LLC | 2,175 | $279.3K | 0.11% | 00.0% | Unchanged |
| Fifth Lane Capital, LP | 2,179 | $279.8K | 0.36% | +2,179 | New |
| Arbor Investment Advisors, LLC | 2,181 | $280.1K | 0.04% | 00.0% | Unchanged |