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 |
|---|---|---|---|---|---|
| PEAK6 Investments LLC | 4,348 | $558.4K | 0.03% | −26−0.6% | Reduced |
| Harrell Investment Partners, LLC | 4,376 | $561.9K | 0.17% | −310−6.6% | Reduced |
| Waterloo Capital, L.P. | 4,422 | $567.9K | 0.07% | +310+7.5% | Added |
| Norden Group LLC | 4,439 | $570.0K | 0.12% | +1,909+75.5% | Added |
| NEOS Investment Management LLC | 4,497 | $577.5K | 0.04% | +1,834+68.9% | Added |
| V-Square Quantitative Management LLC | 4,541 | $583.2K | 0.10% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 4,552 | $584.5K | 0.20% | +4,552 | New |
| Assenagon Asset Management S.A. | 4,592 | $589.7K | 0.00% | +5+0.1% | Added |
| Schneider Downs Wealth Management Advisors, LP | 4,645 | $596.5K | 0.14% | −5,140−52.5% | Reduced |
| Kestra Advisory Services, LLC | 4,661 | $598.6K | 0.00% | −124−2.6% | Reduced |
| Toroso Investments, LLC | 4,744 | $609.2K | 0.01% | −136−2.8% | Reduced |
| Wetzel Investment Advisors, Inc. | 5,029 | $613.3K | 0.36% | −1,000−16.6% | Reduced |
| Vident Advisory, LLC | 4,840 | $621.7K | 0.01% | +506+11.7% | Added |
| Swedbank AB | 4,904 | $629.8K | 0.00% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 4,935 | $633.8K | 0.15% | −298−5.7% | Reduced |
| Forum Financial Management, LP | 4,974 | $638.8K | 0.01% | −101−2.0% | Reduced |
| CIBC World Markets Inc. | 4,979 | $639.0K | 0.00% | +1,168+30.6% | Added |
| Intrust Bank NA | 4,978 | $639.3K | 0.07% | +10+0.2% | Added |
| Dock Street Asset Management Inc | 4,979 | $639.4K | 0.10% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 5,049 | $650.7K | 0.09% | +5,049 | New |
| Verition Fund Management LLC | 5,088 | $653.4K | 0.01% | +317+6.6% | Added |
| Covenant Partners, LLC | 5,093 | $654.0K | 0.19% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 5,098 | $654.7K | 0.05% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 5,102 | $655.2K | 0.00% | +10+0.2% | Added |
| Rakuten Investment Management, Inc. | 5,156 | $662.1K | 0.00% | +4,684+992.4% | Added |
| Tranquility Partners, LLC | 5,190 | $666.5K | 0.26% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,216 | $669.8K | 0.02% | −18,739−78.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,295 | $680.0K | 0.00% | +5,295 | New |
| Principal Street Partners, LLC | 5,419 | $695.1K | 0.13% | +672+14.2% | Added |
| Natixis Investment Managers International | 5,417 | $695.7K | 0.05% | −3,280−37.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 5,436 | $698.0K | 0.01% | +1,015+23.0% | Added |
| Bill Few Associates, Inc. | 5,445 | $699.2K | 0.28% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 5,472 | $702.7K | 0.02% | −227−4.0% | Reduced |
| Signature Wealth Management Group | 5,724 | $707.5K | 0.32% | −14−0.2% | Reduced |
| Cumberland Partners Ltd | 5,600 | $719.2K | 0.05% | −800−12.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,660 | $727.0K | 0.00% | +1,387+32.5% | Added |
| Wedbush Securities Inc | 5,663 | $727.0K | 0.03% | +5,663 | New |
| Systematic Alpha Investments, LLC | 5,700 | $732.0K | 0.03% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 5,705 | $732.6K | 0.04% | +325+6.0% | Added |
| MGB Wealth Management, LLC | 5,803 | $745.2K | 0.30% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 5,902 | $757.9K | 0.15% | +5,902 | New |
| TD Private Client Wealth LLC | 5,908 | $758.7K | 0.02% | −1,117−15.9% | Reduced |
| HBK Sorce Advisory LLC | 5,930 | $761.6K | 0.03% | −240−3.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,969 | $766.5K | 0.02% | +21+0.4% | Added |
| Wealthspire Advisors, LLC | 6,005 | $771.2K | 0.01% | +53+0.9% | Added |
| Seven Eight Capital, LP | 6,032 | $774.6K | 0.08% | +6,032 | New |
| NorthCrest Asset Manangement, LLC | 6,105 | $784.0K | 0.03% | −355−5.5% | Reduced |
| Metis Global Partners, LLC | 6,128 | $787.0K | 0.03% | −94−1.5% | Reduced |
| Gilliland Jeter Wealth Management LLC | 6,141 | $788.6K | 0.27% | +94+1.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,208 | $797.2K | 0.05% | −487−7.3% | Reduced |
| Staley Capital Advisers Inc | 6,250 | $802.6K | 0.04% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 6,252 | $802.9K | 0.05% | +6,252 | New |
| Achmea Investment Management B.V. | 6,267 | $805.0K | 0.02% | −1,863−22.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,288 | $807.5K | 0.01% | +141+2.3% | Added |
| Yorktown Management & Research Co Inc | 6,450 | $828.3K | 0.79% | 00.0% | Unchanged |
| Norinchukin Bank, The | 6,597 | $847.2K | 0.03% | −93−1.4% | Reduced |
| Empirical Finance, LLC | 6,613 | $849.2K | 0.05% | +226+3.5% | Added |
| Muirfield Wealth Advisors LLC | 6,637 | $852.3K | 0.82% | +17+0.3% | Added |
| Bradley Foster & Sargent Inc | 6,715 | $862.3K | 0.02% | −1,200−15.2% | Reduced |
| Wealthfront Advisers LLC | 6,819 | $875.7K | 0.00% | −48−0.7% | Reduced |
| Lido Advisors, LLC | 6,894 | $888.4K | 0.01% | +102+1.5% | Added |
| Guggenheim Capital LLC | 6,954 | $893.0K | 0.01% | +917+15.2% | Added |
| Steward Partners Investment Advisory, LLC | 6,976 | $895.9K | 0.01% | +601+9.4% | Added |
| Snowden Capital Advisors LLC | 7,012 | $903.6K | 0.03% | −733−9.5% | Reduced |
| Cavalier Investments, LLC | 7,115 | $913.7K | 0.33% | +392+5.8% | Added |
| Prudential PLC | 7,209 | $925.8K | 0.01% | −9,468−56.8% | Reduced |
| Catalyst Capital Advisors LLC | 7,215 | $926.5K | 0.02% | +4,455+161.4% | Added |
| Saturna Capital CORP | 7,352 | $944.1K | 0.01% | 00.0% | Unchanged |
| Skylands Capital, LLC | 7,387 | $948.6K | 0.13% | −87−1.2% | Reduced |
| Stephens Inc | 7,388 | $948.8K | 0.01% | −25−0.3% | Reduced |
| Teacher Retirement System of Texas | 7,407 | $951.0K | 0.01% | −3,565−32.5% | Reduced |
| Capital Investment Advisors, LLC | 7,500 | $963.1K | 0.02% | −282−3.6% | Reduced |
| Metropolitan Life Insurance Co | 7,587 | $974.3K | 0.04% | −61−0.8% | Reduced |
| Formidable Asset Management, LLC | 7,798 | $1.00M | 0.16% | +7,798 | New |
| Gateway Investment Advisers LLC | 7,938 | $1.02M | 0.01% | −12−0.2% | Reduced |
| Trust Co of Toledo NA | 7,966 | $1.02M | 0.16% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 8,109 | $1.04M | 0.06% | +8,109 | New |
| Signaturefd, LLC | 8,305 | $1.07M | 0.02% | +12+0.1% | Added |
| One + One Wealth Management, LLC | 8,401 | $1.08M | 0.62% | −99−1.2% | Reduced |
| McMahon Financial Advisors, LLC | 8,456 | $1.09M | 0.29% | +323+4.0% | Added |
| Consolidated Planning Corp | 8,577 | $1.10M | 0.19% | −14−0.2% | Reduced |
| Concurrent Investment Advisors, LLC | 8,640 | $1.11M | 0.05% | +2,328+36.9% | Added |
| Chiron Capital Management, LLC | 8,650 | $1.11M | 1.01% | 00.0% | Unchanged |
| Ossiam | 8,686 | $1.12M | 0.02% | −6,768−43.8% | Reduced |
| West Michigan Advisors, LLC | 8,721 | $1.12M | 0.36% | −254−2.8% | Reduced |
| Gladstone Institutional Advisory LLC | 8,727 | $1.12M | 0.06% | −277−3.1% | Reduced |
| Jump Financial, LLC | 8,879 | $1.14M | 0.03% | +8,879 | New |
| Financial Counselors Inc | 9,045 | $1.16M | 0.02% | +79+0.9% | Added |
| Gryphon Financial Partners LLC | 9,135 | $1.17M | 0.19% | −7−0.1% | Reduced |
| RMB Capital Management, LLC | 9,151 | $1.18M | 0.03% | −9−0.1% | Reduced |
| Commerce Bank | 9,349 | $1.20M | 0.01% | +147+1.6% | Added |
| Panagora Asset Management Inc | 9,377 | $1.20M | 0.01% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 9,475 | $1.22M | 0.04% | −400−4.1% | Reduced |
| Moody National Bank Trust Division | 9,639 | $1.24M | 0.10% | +47+0.5% | Added |
| Northwest & Ethical Investments L.P. | 9,702 | $1.25M | 0.04% | +9,702 | New |
| Sanibel Captiva Trust Company, Inc. | 9,786 | $1.26M | 0.04% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 9,786 | $1.26M | 0.30% | −974−9.1% | Reduced |
| UniSuper Management Pty Ltd | 10,135 | $1.30M | 0.01% | +8,115+401.7% | Added |
| Kovitz Investment Group Partners, LLC | 10,168 | $1.31M | 0.02% | +10,168 | New |
| Montag & Caldwell, LLC | 10,229 | $1.31M | 0.23% | +458+4.7% | Added |