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 |
|---|---|---|---|---|---|
| Pensionmark Financial Group, LLC | 26,359 | $3.39M | 0.48% | +26,359 | New |
| Bokf, NA | 26,362 | $3.39M | 0.06% | +26,196+15,780.7% | Added |
| Janus Henderson Group PLC | 26,896 | $3.45M | 0.00% | −30,224−52.9% | Reduced |
| Xponance, Inc. | 27,032 | $3.47M | 0.04% | +2,552+10.4% | Added |
| Campbell & CO Investment Adviser LLC | 27,039 | $3.47M | 0.30% | +21,899+426.1% | Added |
| Central Bank & Trust Co | 27,469 | $3.53M | 0.50% | −1,970−6.7% | Reduced |
| JustInvest LLC | 27,594 | $3.54M | 0.08% | +861+3.2% | Added |
| CIBC Asset Management Inc | 27,735 | $3.56M | 0.01% | +832+3.1% | Added |
| Barnes Pettey Financial Advisors, LLC | 28,165 | $3.62M | 3.12% | +37+0.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 28,224 | $3.62M | 0.19% | −406−1.4% | Reduced |
| Systematic Financial Management LP | 28,386 | $3.65M | 0.10% | +8,460+42.5% | Added |
| Access Investment Management LLC | 28,536 | $3.66M | 1.21% | +35+0.1% | Added |
| First Hawaiian Bank | 28,781 | $3.70M | 0.11% | −31−0.1% | Reduced |
| Graphene Investments SAS | 29,000 | $3.72M | 2.24% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 29,179 | $3.75M | 0.04% | +1,286+4.6% | Added |
| Orion Portfolio Solutions, LLC | 29,179 | $3.75M | 0.04% | +1,286+4.6% | Added |
| New York Life Investment Management LLC | 29,320 | $3.77M | 0.04% | −886−2.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 29,567 | $3.80M | 0.29% | +12,809+76.4% | Added |
| Public Sector Pension Investment Board | 29,691 | $3.81M | 0.03% | +258+0.9% | Added |
| Cullen Investment Group, Ltd. | 29,737 | $3.83M | 0.60% | −1,341−4.3% | Reduced |
| Oppenheimer Asset Management Inc. | 29,988 | $3.85M | 0.06% | −5,372−15.2% | Reduced |
| Carl Stuart Investment Advisor, Inc | 30,150 | $3.87M | 2.51% | +30,150 | New |
| Cardinal Capital Management | 30,777 | $3.97M | 0.65% | +2,458+8.7% | Added |
| Atria Investments LLC | 31,287 | $4.02M | 0.06% | +8,507+37.3% | Added |
| Dana Investment Advisors, Inc. | 31,298 | $4.02M | 0.13% | +31,298 | New |
| DnB Asset Management AS | 31,595 | $4.06M | 0.02% | +1,665+5.6% | Added |
| Tredje AP-fonden | 31,832 | $4.09M | 0.04% | +806+2.6% | Added |
| TownSquare Capital, LLC | 32,658 | $4.19M | 0.06% | +1,668+5.4% | Added |
| Utah Retirement Systems | 32,846 | $4.22M | 0.05% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 33,239 | $4.25M | 0.03% | +30,434+1,085.0% | Added |
| DekaBank Deutsche Girozentrale | 33,618 | $4.25M | 0.01% | +717+2.2% | Added |
| Czech National Bank | 33,100 | $4.25M | 0.05% | +187+0.6% | Added |
| Siemens Fonds Invest GmbH | 33,498 | $4.30M | 0.33% | −73−0.2% | Reduced |
| Mutual of America Capital Management LLC | 33,506 | $4.30M | 0.05% | +286+0.9% | Added |
| NBW Capital LLC | 33,848 | $4.35M | 0.89% | +179+0.5% | Added |
| Forsta Ap-Fonden | 34,900 | $4.48M | 0.04% | +3,100+9.7% | Added |
| State of Alaska, Department of Revenue | 35,685 | $4.58M | 0.05% | −5,015−12.3% | Reduced |
| Pathstone Holdings, LLC | 35,975 | $4.62M | 0.02% | +10,301+40.1% | Added |
| Creative Planning | 36,984 | $4.75M | 0.01% | −15,094−29.0% | Reduced |
| Comerica Bank | 37,130 | $4.77M | 0.02% | −715−1.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 37,960 | $4.87M | 0.02% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 38,018 | $4.88M | 0.08% | −3,953−9.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 38,139 | $4.90M | 0.05% | −100−0.3% | Reduced |
| Buckhead Capital Management LLC | 38,305 | $4.92M | 1.66% | +2,206+6.1% | Added |
| Amalgamated Bank | 38,961 | $5.00M | 0.04% | −7,314−15.8% | Reduced |
| Ancora Advisors, LLC | 39,173 | $5.03M | 0.12% | −1,504−3.7% | Reduced |
| Jane Street Group, LLC | 39,635 | $5.09M | 0.01% | +1,816+4.8% | Added |
| Janney Montgomery Scott LLC | 39,859 | $5.12M | 0.02% | −934−2.3% | Reduced |
| Qube Research & Technologies Ltd | 39,878 | $5.12M | 0.01% | −60,153−60.1% | Reduced |
| Westfield Capital Management Co LP | 40,095 | $5.15M | 0.03% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 40,164 | $5.16M | 1.30% | +1,181+3.0% | Added |
| ProShare Advisors LLC | 40,171 | $5.16M | 0.01% | +1,369+3.5% | Added |
| IFM Investors Pty Ltd | 40,611 | $5.22M | 0.06% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 40,630 | $5.22M | 1.60% | +60.0% | Added |
| Captrust Financial Advisors | 40,862 | $5.25M | 0.02% | −6,346−13.4% | Reduced |
| SYSTM Wealth Solutions LLC | 41,216 | $5.30M | 0.67% | +41,096+34,246.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 41,299 | $5.30M | 0.04% | +147+0.4% | Added |
| Marex Group plc | 41,500 | $5.33M | 0.17% | −1,500−3.5% | Reduced |
| Retirement Systems of Alabama | 41,523 | $5.33M | 0.02% | +107+0.3% | Added |
| Caisse de Depot Et Placement du Quebec | 41,561 | $5.34M | 0.01% | −2,863−6.4% | Reduced |
| New England Professional Planning Group Inc. | 42,644 | $5.48M | 2.86% | +176+0.4% | Added |
| Fifth Third Bancorp | 43,234 | $5.55M | 0.02% | +314+0.7% | Added |
| Texas Permanent School Fund | 43,437 | $5.58M | 0.04% | +191+0.4% | Added |
| National Bank of Canada | 44,885 | $5.64M | 0.01% | −2,866−6.0% | Reduced |
| MetLife Investment Management | 44,065 | $5.66M | 0.04% | −1,575−3.5% | Reduced |
| Handelsbanken Fonder AB | 45,820 | $5.88M | 0.03% | +1,504+3.4% | Added |
| Cahaba Wealth Management, Inc. | 46,254 | $5.94M | 0.54% | 00.0% | Unchanged |
| Davenport & Co LLC | 47,083 | $6.05M | 0.04% | +47,083 | New |
| Andra AP-fonden | 47,200 | $6.06M | 0.11% | +47,200 | New |
| CIBC World Markets Corp | 48,133 | $6.18M | 0.04% | −76,854−61.5% | Reduced |
| Susquehanna International Group, LLP | 48,149 | $6.18M | 0.01% | −8,539−15.1% | Reduced |
| USS Investment Management Ltd | 48,605 | $6.24M | 0.05% | +1,976+4.2% | Added |
| American International Group, Inc. | 49,207 | $6.32M | 0.02% | −2,892−5.6% | Reduced |
| Jefferies Financial Group Inc. | 49,242 | $6.32M | 0.13% | +11,327+29.9% | Added |
| D.A. Davidson & Co. | 49,684 | $6.38M | 0.06% | +4,273+9.4% | Added |
| Citizens Financial Group Inc | 50,112 | $6.44M | 0.21% | −1,265−2.5% | Reduced |
| Commonwealth Equity Services, LLC | 51,097 | $6.56M | 0.01% | +6,959+15.8% | Added |
| State of Michigan Retirement System | 51,544 | $6.62M | 0.04% | +100+0.2% | Added |
| Logan Capital Management Inc | 52,760 | $6.78M | 0.29% | +3,463+7.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 53,262 | $6.84M | 0.02% | −85,606−61.6% | Reduced |
| Nomura Asset Management Co Ltd | 54,299 | $6.97M | 0.03% | +2,432+4.7% | Added |
| Arizona State Retirement System | 54,832 | $7.04M | 0.05% | +304+0.6% | Added |
| Greenfield Seitz Capital Management, LLC | 54,944 | $7.06M | 2.63% | −1,180−2.1% | Reduced |
| Aviva PLC | 59,176 | $7.60M | 0.03% | −46,153−43.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 59,382 | $7.63M | 0.03% | −11,840−16.6% | Reduced |
| State of Tennessee, Treasury Department | 59,621 | $7.66M | 0.03% | +10,710+21.9% | Added |
| ExodusPoint Capital Management, LP | 62,246 | $7.99M | 0.10% | +48,020+337.6% | Added |
| Peterson Wealth Services | 63,284 | $8.13M | 2.96% | +2,963+4.9% | Added |
| Cookson Peirce & Co Inc | 63,881 | $8.20M | 0.44% | +63,881 | New |
| Am Investment Strategies LLC | 64,063 | $8.23M | 2.09% | 00.0% | Unchanged |
| Palmer Knight Co | 64,593 | $8.30M | 4.04% | +2,085+3.3% | Added |
| Nemes Rush Group LLC | 64,648 | $8.30M | 1.19% | +1,667+2.6% | Added |
| Korea Investment CORP | 64,661 | $8.30M | 0.02% | +1,866+3.0% | Added |
| Ensign Peak Advisors, Inc | 65,308 | $8.39M | 0.02% | −8,467−11.5% | Reduced |
| Private Capital Management, LLC | 65,944 | $8.47M | 0.96% | −475−0.7% | Reduced |
| Rafferty Asset Management, LLC | 66,197 | $8.50M | 0.03% | −397−0.6% | Reduced |
| Resona Asset Management Co.,Ltd. | 67,339 | $8.65M | 0.05% | +67,339 | New |
| Bryn Mawr Trust Co | 67,692 | $8.69M | 0.33% | +67,692 | New |
| Burney Co | 70,129 | $9.01M | 0.34% | −139−0.2% | Reduced |
| US Bancorp | 71,590 | $9.19M | 0.01% | +1,589+2.3% | Added |