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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 2,186 | $280.7K | 0.00% | +136+6.6% | Added |
| Shelton Capital Management | 2,192 | $281.5K | 0.01% | 00.0% | Unchanged |
| Berry Wealth Group, LP | 2,215 | $284.4K | 0.24% | +10.0% | Added |
| Graham Capital Management, L.P. | 2,221 | $285.2K | 0.01% | +2,221 | New |
| Principle Wealth Partners LLC | 2,225 | $285.7K | 0.02% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 2,217 | $285.7K | 0.01% | +32+1.5% | Added |
| Trust Asset Management LLC | 2,261 | $290.4K | 0.03% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 2,264 | $290.8K | 0.14% | −381−14.4% | Reduced |
| Huntington National Bank | 2,274 | $292.0K | 0.00% | −1,204−34.6% | Reduced |
| Proequities, Inc. | 2,273 | $292.9K | 0.02% | +75+3.4% | Added |
| Rehmann Capital Advisory Group | 2,303 | $295.8K | 0.02% | +224+10.8% | Added |
| Cornerstone Wealth Group, LLC | 2,304 | $295.9K | 0.03% | +2,304 | New |
| Vestmark Advisory Solutions, Inc. | 2,306 | $296.2K | 0.01% | −13−0.6% | Reduced |
| Harbor Investment Advisory, LLC | 2,317 | $297.5K | 0.03% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 2,399 | $308.1K | 0.09% | −84−3.4% | Reduced |
| Salem Investment Counselors Inc | 2,413 | $311.0K | 0.01% | −45−1.8% | Reduced |
| Novare Capital Management LLC | 2,430 | $312.1K | 0.03% | −300−11.0% | Reduced |
| Darwin Advisors, LLC | 2,455 | $315.2K | 0.09% | +7+0.3% | Added |
| NewEdge Wealth, LLC | 2,544 | $315.4K | 0.01% | +169+7.1% | Added |
| Edmp, Inc. | 2,457 | $315.5K | 0.26% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,464 | $316.4K | 0.09% | +25+1.0% | Added |
| Colonial Trust Co | 2,530 | $322.3K | 0.06% | +2,490+6,225.0% | Added |
| Phillips Wealth Planners LLC | 2,653 | $323.4K | 0.37% | +9+0.3% | Added |
| Blue Chip Partners, Inc. | 2,525 | $324.3K | 0.03% | +10+0.4% | Added |
| Checchi Capital Advisers, LLC | 2,548 | $327.2K | 0.03% | −19−0.7% | Reduced |
| Drive Wealth Management, LLC | 2,552 | $328.9K | 0.09% | +85+3.4% | Added |
| Northwestern Mutual Wealth Management Co | 2,561 | $328.9K | 0.00% | −7−0.3% | Reduced |
| Capstone Investment Advisors, LLC | 2,597 | $333.5K | 0.01% | +1,284+97.8% | Added |
| Bleakley Financial Group, LLC | 2,603 | $334.2K | 0.01% | +43+1.7% | Added |
| Simplicity Wealth,LLC | 2,603 | $334.2K | 0.01% | +2,603 | New |
| Calton & Associates, Inc. | 2,615 | $335.8K | 0.16% | −100−3.7% | Reduced |
| Horizon Investments, LLC | 2,644 | $339.5K | 0.01% | −10.0% | Reduced |
| Flagship Harbor Advisors, LLC | 2,659 | $341.5K | 0.02% | −200−7.0% | Reduced |
| Symmetry Partners, LLC | 2,668 | $343.0K | 0.03% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,674 | $343.4K | 0.01% | +735+37.9% | Added |
| Ronald Blue Trust, Inc. | 2,680 | $344.1K | 0.00% | +241+9.9% | Added |
| Private Advisor Group, LLC | 2,682 | $344.4K | 0.00% | +93+3.6% | Added |
| MTM Investment Management, LLC | 2,700 | $346.7K | 0.14% | 00.0% | Unchanged |
| Weiss Asset Management LP | 2,712 | $348.3K | 0.02% | +2,712 | New |
| Dynamic Advisor Solutions LLC | 2,722 | $349.6K | 0.01% | +43+1.6% | Added |
| Evercore Wealth Management, LLC | 2,728 | $350.3K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 2,768 | $355.5K | 0.02% | −13−0.5% | Reduced |
| Profund Advisors LLC | 2,801 | $359.7K | 0.01% | +89+3.3% | Added |
| Vontobel Holding Ltd. | 2,807 | $360.5K | 0.00% | −277−9.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,851 | $366.1K | 0.02% | +570+25.0% | Added |
| Empowered Funds, LLC | 2,859 | $367.2K | 0.01% | +502+21.3% | Added |
| Ostrum Asset Management | 2,893 | $371.5K | 0.03% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,906 | $373.3K | 0.06% | +277+10.5% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,925 | $375.6K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 2,981 | $382.8K | 0.04% | +2+0.1% | Added |
| Essex Financial Services, Inc. | 2,993 | $384.4K | 0.04% | −612−17.0% | Reduced |
| Quad-Cities Investment Group, LLC | 2,998 | $385.0K | 0.22% | +11+0.4% | Added |
| Clarus Group, Inc. | 3,002 | $385.5K | 0.27% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 3,042 | $390.7K | 0.01% | −14,547−82.7% | Reduced |
| Novak & Powell Financial Services, Inc. | 3,076 | $395.0K | 0.30% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 3,110 | $399.4K | 0.12% | +40+1.3% | Added |
| Pitcairn Co | 3,118 | $400.4K | 0.03% | 00.0% | Unchanged |
| Collective Family Office LLC | 3,200 | $410.9K | 0.13% | +466+17.0% | Added |
| Investment Management Corp of Ontario | 3,226 | $414.3K | 0.01% | −1,400−30.3% | Reduced |
| Hamilton Capital Partners Inc. | 3,233 | $415.2K | 0.05% | −1,831−36.2% | Reduced |
| Great Lakes Retirement, Inc. | 3,239 | $416.0K | 0.06% | −31−0.9% | Reduced |
| First Eagle Investment Management, LLC | 3,250 | $417.4K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 3,291 | $422.6K | 0.01% | −1,830−35.7% | Reduced |
| IFP Advisors, Inc | 3,349 | $430.1K | 0.02% | −224−6.3% | Reduced |
| Gibbs Wealth Management | 3,371 | $432.9K | 0.25% | +3,371 | New |
| Everence Capital Management Inc | 3,370 | $433.0K | 0.03% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 3,376 | $433.5K | 0.00% | −2,259−40.1% | Reduced |
| Aspen Grove Capital, LLC | 3,383 | $436.0K | 0.12% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 3,398 | $436.4K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 3,400 | $437.0K | 0.01% | −1,124−24.8% | Reduced |
| DoubleLine ETF Adviser LP | 3,452 | $443.3K | 0.11% | +347+11.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,455 | $443.7K | 0.00% | +1,870+118.0% | Added |
| Agate Pass Investment Management, LLC | 3,468 | $445.4K | 0.24% | −586−14.5% | Reduced |
| E. Ohman J:or Asset Management AB | 3,500 | $449.5K | 0.01% | +3,500 | New |
| Portside Wealth Group, LLC | 3,638 | $467.2K | 0.09% | +132+3.8% | Added |
| Visionary Wealth Advisors | 3,657 | $469.7K | 0.03% | +10.0% | Added |
| Fulton Bank, N.A. | 3,680 | $472.6K | 0.02% | −58−1.6% | Reduced |
| Argus Investors' Counsel, Inc. | 3,681 | $472.7K | 0.29% | −37−1.0% | Reduced |
| National Asset Management, Inc. | 4,697 | $473.7K | 0.01% | +1,399+42.4% | Added |
| Baker Tilly Wealth Management, LLC | 3,741 | $480.4K | 0.09% | +3+0.1% | Added |
| Tectonic Advisors LLC | 3,744 | $480.8K | 0.04% | +375+11.1% | Added |
| Alberta Investment Management Corp | 3,800 | $488.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 3,841 | $493.0K | 0.00% | −3,205−45.5% | Reduced |
| Veriti Management LLC | 3,843 | $493.5K | 0.04% | +227+6.3% | Added |
| Great Valley Advisor Group, Inc. | 3,860 | $495.7K | 0.02% | +4+0.1% | Added |
| Greenleaf Trust | 3,909 | $502.0K | 0.00% | +36+0.9% | Added |
| Shell Asset Management Co | 4,065 | $502.0K | 0.02% | +2,672+191.8% | Added |
| Shulman DeMeo Asset Management LLC | 3,910 | $502.1K | 0.13% | −12−0.3% | Reduced |
| Guinness Asset Management LTD | 3,926 | $504.2K | 0.01% | −925−19.1% | Reduced |
| Coldstream Capital Management Inc | 3,926 | $504.2K | 0.01% | +461+13.3% | Added |
| NJ State Employees Deferred Compensation Plan | 4,000 | $513.7K | 0.07% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 4,000 | $513.7K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 4,103 | $526.9K | 0.01% | +250+6.5% | Added |
| Choate Investment Advisors | 4,120 | $529.1K | 0.01% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 4,141 | $531.8K | 0.01% | +4,141 | New |
| Atria Wealth Solutions, Inc. | 4,197 | $540.8K | 0.01% | +1,297+44.7% | Added |
| Quantitative Investment Management, LLC | 4,220 | $541.0K | 0.03% | +1,113+35.8% | Added |
| Baird Financial Group, Inc. | 4,225 | $542.6K | 0.00% | −71−1.7% | Reduced |
| Global Financial Private Client, LLC | 4,282 | $550.3K | 0.24% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 4,301 | $554.2K | 0.02% | +190+4.6% | Added |