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 |
|---|---|---|---|---|---|
| Keybank National Association | 10,342 | $1.33M | 0.01% | −162−1.5% | Reduced |
| Klingman & Associates, LLC | 10,409 | $1.34M | 0.09% | +1,343+14.8% | Added |
| King Luther Capital Management Corp | 10,798 | $1.39M | 0.01% | −262−2.4% | Reduced |
| United Capital Financial Advisers, LLC | 10,813 | $1.39M | 0.01% | −485−4.3% | Reduced |
| Credit Agricole S A | 11,427 | $1.39M | 0.02% | +6,110+114.9% | Added |
| Atlas Wealth LLC | 10,869 | $1.40M | 0.68% | +278+2.6% | Added |
| ISAM Funds (UK) Ltd | 10,899 | $1.40M | 0.80% | +10,899 | New |
| Louisiana State Employees Retirement System | 11,000 | $1.41M | 0.03% | −400−3.5% | Reduced |
| Securian Asset Management, Inc | 11,065 | $1.42M | 0.04% | −746−6.3% | Reduced |
| Oxford Financial Group Ltd | 11,139 | $1.43M | 0.10% | +40+0.4% | Added |
| Allen Investment Management LLC | 11,150 | $1.43M | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 11,372 | $1.46M | 0.01% | −1,480−11.5% | Reduced |
| CTC Alternative Strategies, Ltd. | 11,400 | $1.46M | 0.91% | +11,400 | New |
| B. Metzler seel. Sohn & Co. AG | 12,015 | $1.54M | 0.02% | +1,550+14.8% | Added |
| Sabal Trust CO | 12,026 | $1.54M | 0.09% | −23−0.2% | Reduced |
| Man Group plc | 12,037 | $1.55M | 0.00% | +5,093+73.3% | Added |
| We Are One Seven, LLC | 12,038 | $1.55M | 0.08% | −1,627−11.9% | Reduced |
| Hartford Investment Management Co | 12,087 | $1.55M | 0.05% | −625−4.9% | Reduced |
| QRG Capital Management, Inc. | 12,218 | $1.57M | 0.02% | −1,436−10.5% | Reduced |
| Alpine Woods Capital Investors, LLC | 12,900 | $1.57M | 0.31% | −18,100−58.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 12,296 | $1.58M | 0.04% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 12,256 | $1.58M | 0.01% | +292+2.4% | Added |
| Candriam Luxembourg S.C.A. | 12,516 | $1.61M | 0.01% | +799+6.8% | Added |
| Meridian Wealth Advisors, LLC | 12,669 | $1.63M | 0.31% | +549+4.5% | Added |
| Park Avenue Securities LLC | 12,733 | $1.64M | 0.02% | +736+6.1% | Added |
| Pacer Advisors, Inc. | 12,930 | $1.66M | 0.00% | +309+2.4% | Added |
| Nomura Holdings Inc | 13,193 | $1.69M | 0.01% | +9,419+249.6% | Added |
| Advisor Group Holdings, Inc. | 13,348 | $1.71M | 0.00% | −25,949−66.0% | Reduced |
| Stablepoint Partners, LLC | 13,510 | $1.73M | 0.35% | +973+7.8% | Added |
| Heritage Wealth Advisors | 13,636 | $1.75M | 0.08% | 00.0% | Unchanged |
| M&T Bank Corp | 13,693 | $1.76M | 0.01% | −798−5.5% | Reduced |
| Quantinno Capital Management LP | 13,767 | $1.77M | 0.04% | +1,392+11.2% | Added |
| White Pine Capital LLC | 14,787 | $1.80M | 0.69% | +141+1.0% | Added |
| Davis Investment Partners, LLC | 14,197 | $1.80M | 0.79% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 14,920 | $1.83M | 0.04% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 14,287 | $1.83M | 0.05% | −749−5.0% | Reduced |
| Apollon Wealth Management, LLC | 14,417 | $1.85M | 0.06% | +2,764+23.7% | Added |
| High Net Worth Advisory Group LLC | 14,631 | $1.88M | 0.59% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 14,664 | $1.88M | 0.78% | −14,688−50.0% | Reduced |
| FORA Capital, LLC | 14,811 | $1.90M | 0.16% | +3,600+32.1% | Added |
| Empire Life Investments Inc. | 14,825 | $1.90M | 0.12% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 15,026 | $1.93M | 0.30% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 15,081 | $1.94M | 0.01% | −3,638−19.4% | Reduced |
| STRS Ohio | 15,240 | $1.96M | 0.01% | +2,830+22.8% | Added |
| Teachers Retirement System of the State of Kentucky | 15,503 | $1.99M | 0.02% | −772−4.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 15,548 | $2.00M | 0.09% | +15,548 | New |
| Nordea Investment Management AB | 15,628 | $2.00M | 0.00% | +526+3.5% | Added |
| Aft, Forsyth & Sober, LLC | 15,750 | $2.02M | 0.71% | −800−4.8% | Reduced |
| Oregon Public Employees Retirement Fund | 16,033 | $2.06M | 0.04% | +1,400+9.6% | Added |
| O'Shaughnessy Asset Management, LLC | 16,185 | $2.08M | 0.02% | +1,067+7.1% | Added |
| Dean Capital Management | 16,225 | $2.08M | 1.21% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 16,450 | $2.11M | 0.03% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 16,619 | $2.13M | 0.41% | +16,619 | New |
| Gulf International Bank (UK) Ltd | 16,675 | $2.14M | 0.05% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 22,411 | $2.15M | 1.53% | +22,411 | New |
| SPC Financial, Inc. | 16,850 | $2.16M | 0.20% | −1,000−5.6% | Reduced |
| Level Four Advisory Services, LLC | 19,423 | $2.17M | 0.12% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 17,077 | $2.19M | 0.03% | +172+1.0% | Added |
| Crossmark Global Holdings, Inc. | 17,325 | $2.22M | 0.04% | +223+1.3% | Added |
| CIBC Private Wealth Group, LLC | 17,353 | $2.23M | 0.00% | −692−3.8% | Reduced |
| Sweet Financial Partners, LLC | 17,532 | $2.25M | 0.52% | −3,250−15.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 17,600 | $2.26M | 0.01% | +5,427+44.6% | Added |
| Ethic Inc. | 17,755 | $2.28M | 0.06% | +3,008+20.4% | Added |
| Cerity Partners LLC | 18,208 | $2.34M | 0.01% | +6,074+50.1% | Added |
| Elo Mutual Pension Insurance Co | 18,215 | $2.34M | 0.05% | +894+5.2% | Added |
| Allianz Asset Management GmbH | 18,290 | $2.35M | 0.00% | −1,733−8.7% | Reduced |
| Bessemer Group Inc | 19,036 | $2.44M | 0.00% | +17,499+1,138.5% | Added |
| Daiwa Securities Group Inc. | 19,392 | $2.49M | 0.01% | +1,856+10.6% | Added |
| Natixis | 19,453 | $2.50M | 0.01% | +4,285+28.3% | Added |
| Mackenzie Financial Corp | 19,598 | $2.52M | 0.00% | −1,023−5.0% | Reduced |
| CI Private Wealth, LLC | 19,659 | $2.52M | 0.00% | +3,403+20.9% | Added |
| Maltese Capital Management LLC | 20,000 | $2.57M | 0.49% | +20,000 | New |
| HighTower Advisors, LLC | 20,236 | $2.60M | 0.00% | +1,323+7.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 20,246 | $2.60M | 0.03% | +2,914+16.8% | Added |
| First Trust Investment Solutions L.P. | 21,172 | $2.72M | 0.48% | +2,082+10.9% | Added |
| Kaydan Wealth Management, Inc. | 21,375 | $2.74M | 0.94% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 21,401 | $2.75M | 0.22% | +124+0.6% | Added |
| Public Employees Retirement Association of Colorado | 21,426 | $2.75M | 0.01% | −1,311−5.8% | Reduced |
| Cetera Investment Advisers | 21,656 | $2.78M | 0.01% | +18,215+529.4% | Added |
| Rockefeller Capital Management L.P. | 21,664 | $2.78M | 0.01% | +21,664 | New |
| Mirae Asset Global Investments Co., Ltd. | 27,227 | $2.83M | 0.01% | +2,616+10.6% | Added |
| Tower Bridge Advisors | 22,204 | $2.85M | 0.29% | −12,675−36.3% | Reduced |
| Nissay Asset Management Corp | 22,502 | $2.89M | 0.02% | +522+2.4% | Added |
| Assetmark, Inc | 22,882 | $2.94M | 0.01% | +2,054+9.9% | Added |
| Balyasny Asset Management LLC | 23,019 | $2.96M | 0.01% | +16,774+268.6% | Added |
| Neuberger Berman Group LLC | 23,085 | $2.96M | 0.00% | +230+1.0% | Added |
| Wellspring Financial Advisors, LLC | 23,528 | $3.02M | 0.48% | +9,750+70.8% | Added |
| British Columbia Investment Management Corp | 23,801 | $3.06M | 0.02% | +959+4.2% | Added |
| Bank of Nova Scotia | 23,875 | $3.07M | 0.01% | +96+0.4% | Added |
| Mariner, LLC | 24,066 | $3.09M | 0.01% | +26+0.1% | Added |
| Center for Financial Planning, Inc. | 24,181 | $3.11M | 0.46% | +465+2.0% | Added |
| MML Investors Services, LLC | 24,244 | $3.11M | 0.01% | −154−0.6% | Reduced |
| Dean Investment Associates, LLC | 24,454 | $3.14M | 0.43% | +187+0.8% | Added |
| Storebrand Asset Management AS | 24,642 | $3.16M | 0.01% | +1,082+4.6% | Added |
| Yousif Capital Management, LLC | 24,664 | $3.17M | 0.04% | −1,007−3.9% | Reduced |
| Glenmede Trust Co NA | 24,789 | $3.18M | 0.02% | +18,257+279.5% | Added |
| GWM Advisors LLC | 24,810 | $3.19M | 0.03% | +2,474+11.1% | Added |
| Regions Financial Corp | 24,844 | $3.19M | 0.02% | −333−1.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 25,862 | $3.32M | 0.03% | +12,527+93.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 26,175 | $3.36M | 0.01% | +953+3.8% | Added |