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 |
|---|---|---|---|---|---|
| Asset Management One Co.,Ltd. | 74,506 | $9.57M | 0.04% | −3,182−4.1% | Reduced |
| LPL Financial LLC | 79,534 | $10.2M | 0.01% | +29,754+59.8% | Added |
| Illinois Municipal Retirement Fund | 80,199 | $10.3M | 0.16% | +19,848+32.9% | Added |
| Bragg Financial Advisors, Inc | 80,319 | $10.3M | 0.46% | +1,278+1.6% | Added |
| Mn Services Vermogensbeheer B.V. | 80,600 | $10.4M | 0.08% | −16,700−17.2% | Reduced |
| Standard Life Aberdeen plc | 81,276 | $10.4M | 0.02% | +100.0% | Added |
| CWA Asset Management Group, LLC | 81,751 | $10.5M | 0.64% | +1,780+2.2% | Added |
| Frontier Capital Management Co LLC | 85,087 | $10.9M | 0.10% | −16,753−16.5% | Reduced |
| Treasurer of the State of North Carolina | 86,308 | $11.1M | 0.05% | +2,360+2.8% | Added |
| AQR Capital Management LLC | 87,871 | $11.2M | 0.02% | −35,379−28.7% | Reduced |
| Nisa Investment Advisors, LLC | 87,677 | $11.3M | 0.07% | −330−0.4% | Reduced |
| Public Employees Retirement System of Ohio | 90,182 | $11.6M | 0.05% | +10,912+13.8% | Added |
| Capital Wealth Planning, LLC | 94,260 | $12.1M | 0.13% | −7,763−7.6% | Reduced |
| Hantz Financial Services, Inc. | 94,361 | $12.1M | 0.24% | −5,967−5.9% | Reduced |
| The PNC Financial Services Group, Inc. | 96,994 | $12.5M | 0.01% | +72,813+301.1% | Added |
| Brandywine Global Investment Management, LLC | 99,455 | $12.8M | 0.09% | −1,440−1.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 103,984 | $13.4M | 0.03% | −10,088−8.8% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 104,251 | $13.4M | 0.04% | −723−0.7% | Reduced |
| Danske Bank A/S | 105,195 | $13.5M | 0.04% | +105,195 | New |
| Pictet Asset Management Holding SA | 106,430 | $13.7M | 0.01% | +79+0.1% | Added |
| First Trust Advisors LP | 106,738 | $13.7M | 0.01% | −1,827−1.7% | Reduced |
| PB Investment Partners, L.P. | 108,058 | $13.9M | 10.46% | −15,460−12.5% | Reduced |
| Trexquant Investment LP | 108,179 | $13.9M | 0.28% | +94,168+672.1% | Added |
| Toronto Dominion Bank | 109,980 | $14.1M | 0.02% | +2,027+1.9% | Added |
| Iat Reinsurance Co Ltd. | 298,125 | $14.2M | 6.31% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 111,270 | $14.3M | 0.04% | 00.0% | Unchanged |
| Wafra Inc. | 111,430 | $14.3M | 0.75% | +35,319+46.4% | Added |
| Canada Pension Plan Investment Board | 112,954 | $14.5M | 0.02% | +57,254+102.8% | Added |
| Stifel Financial Corp | 114,438 | $14.7M | 0.02% | +43,944+62.3% | Added |
| American Century Companies Inc | 116,472 | $15.0M | 0.01% | −37,291−24.3% | Reduced |
| Victory Capital Management Inc | 119,013 | $15.3M | 0.01% | −3,091−2.5% | Reduced |
| Congress Wealth Management LLC | 119,076 | $15.3M | 0.26% | −317−0.3% | Reduced |
| Manufacturers Life Insurance Company, The | 119,680 | $15.4M | 0.01% | −15,281−11.3% | Reduced |
| Geneva Capital Management LLC | 124,715 | $16.0M | 0.28% | −3,276−2.6% | Reduced |
| State of Wisconsin Investment Board | 125,649 | $16.1M | 0.04% | +13,130+11.7% | Added |
| Allspring Global Investments Holdings, LLC | 129,216 | $16.6M | 0.03% | −20,930−13.9% | Reduced |
| Royal London Asset Management Ltd | 129,570 | $16.6M | 0.04% | −2,829−2.1% | Reduced |
| Citigroup Inc | 129,659 | $16.7M | 0.02% | +45,820+54.7% | Added |
| Great West Life Assurance Co | 130,981 | $16.8M | 0.03% | −6,222−4.5% | Reduced |
| Gillespie Robinson & Grimm Inc | 144,434 | $18.5M | 1.54% | +144,434 | New |
| Basswood Capital Management, L.L.C. | 146,444 | $18.8M | 1.10% | −11,114−7.1% | Reduced |
| Voloridge Investment Management, LLC | 148,208 | $19.0M | 0.07% | −929−0.6% | Reduced |
| Philo Smith Capital Corp | 151,500 | $19.5M | 5.45% | 00.0% | Unchanged |
| Schroder Investment Management Group | 160,447 | $20.6M | 0.02% | +24,163+17.7% | Added |
| State Board of Administration of Florida Retirement System | 225,331 | $21.0M | 0.05% | +11,427+5.3% | Added |
| Russell Investments Group, Ltd. | 181,342 | $23.3M | 0.04% | +26,478+17.1% | Added |
| Raymond James Trust N.A. | 183,253 | $23.5M | 0.57% | +91,259+99.2% | Added |
| Adage Capital Partners GP, L.L.C. | 184,550 | $23.7M | 0.04% | +2,000+1.1% | Added |
| SG Americas Securities, LLC | 197,695 | $25.4M | 0.13% | +176,210+820.2% | Added |
| Nicholas Company, Inc. | 198,074 | $25.4M | 0.42% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 199,538 | $25.6M | 0.04% | +1,447+0.7% | Added |
| BNP Paribas Arbitrage, SA | 211,737 | $27.2M | 0.03% | +100,986+91.2% | Added |
| New York State Teachers Retirement System | 214,666 | $27.6M | 0.06% | −883−0.4% | Reduced |
| FIL Ltd | 225,544 | $29.0M | 0.03% | −39,136−14.8% | Reduced |
| Pinnacle Associates Ltd | 226,197 | $29.0M | 0.46% | −145−0.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 228,229 | $29.3M | 0.04% | +37,134+19.4% | Added |
| Vaughan Nelson Investment Management, L.P. | 228,301 | $29.3M | 0.26% | −107,084−31.9% | Reduced |
| Bank of Montreal | 237,472 | $30.6M | 0.02% | −69,898−22.7% | Reduced |
| Millennium Management LLC | 246,633 | $31.7M | 0.03% | +143,841+139.9% | Added |
| Ceredex Value Advisors LLC | 247,900 | $31.9M | 0.56% | −335,977−57.5% | Reduced |
| Macquarie Group Ltd | 269,764 | $34.2M | 0.04% | −1,279−0.5% | Reduced |
| Ameriprise Financial Inc | 278,384 | $35.8M | 0.01% | +28,929+11.6% | Added |
| Royal Bank of Canada | 280,132 | $36.0M | 0.01% | +14,557+5.5% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 280,498 | $36.0M | 2.20% | −2,399−0.8% | Reduced |
| National Pension Service | 283,292 | $36.4M | 0.04% | +344+0.1% | Added |
| California State Teachers Retirement System | 285,876 | $36.7M | 0.05% | −3,323−1.1% | Reduced |
| Credit Suisse AG | 287,948 | $37.0M | 0.04% | −2,688−0.9% | Reduced |
| Clearbridge Investments, LLC | 290,922 | $37.4M | 0.03% | +48,697+20.1% | Added |
| Davis Asset Management, L.P. | 300,000 | $38.5M | 1.69% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 303,798 | $39.0M | 0.01% | −43,056−12.4% | Reduced |
| Raymond James & Associates | 308,363 | $39.6M | 0.03% | −2,948−0.9% | Reduced |
| UBS Group AG | 311,098 | $40.0M | 0.01% | −10,857−3.4% | Reduced |
| Prudential Financial Inc | 320,200 | $41.1M | 0.06% | +159,341+99.1% | Added |
| KBC Group NV | 323,702 | $41.6M | 0.13% | +296,335+1,082.8% | Added |
| California Public Employees Retirement System | 342,110 | $43.9M | 0.03% | −12,148−3.4% | Reduced |
| TD Asset Management Inc | 365,971 | $47.0M | 0.04% | +40,955+12.6% | Added |
| Natixis Advisors, L.P. | 395,221 | $50.8M | 0.12% | +30,730+8.4% | Added |
| Rhumbline Advisers | 404,018 | $51.9M | 0.05% | +18,521+4.8% | Added |
| Fisher Asset Management, LLC | 419,842 | $53.9M | 0.03% | −2,962−0.7% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 420,524 | $54.0M | 1.95% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 425,998 | $54.7M | 0.37% | −4,809−1.1% | Reduced |
| Franklin Resources Inc | 438,647 | $56.3M | 0.02% | +416,288+1,861.8% | Added |
| Fiera Capital Corp | 439,611 | $56.5M | 0.16% | +16,358+3.9% | Added |
| Holocene Advisors, LP | 450,222 | $57.8M | 0.21% | +396,096+731.8% | Added |
| HSBC Holdings PLC | 489,188 | $62.8M | 0.04% | +44,591+10.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 499,981 | $64.2M | 0.04% | −3,127−0.6% | Reduced |
| Wells Fargo & Company | 506,219 | $65.0M | 0.02% | +39,601+8.5% | Added |
| Price T Rowe Associates Inc | 520,492 | $66.8M | 0.01% | −4,659−0.9% | Reduced |
| Premier Fund Managers Ltd | 526,000 | $67.0M | 2.65% | 00.0% | Unchanged |
| Deutsche Bank AG | 530,268 | $68.1M | 0.03% | +33,858+6.8% | Added |
| New York State Common Retirement Fund | 532,347 | $68.4M | 0.09% | −16,652−3.0% | Reduced |
| Palisade Capital Management LLC | 533,815 | $68.6M | 1.81% | −31,257−5.5% | Reduced |
| Principal Financial Group Inc | 598,805 | $76.9M | 0.05% | −43,127−6.7% | Reduced |
| Nuveen Asset Management, LLC | 611,702 | $78.6M | 0.02% | −12,283−2.0% | Reduced |
| Barclays PLC | 612,450 | $78.7M | 0.04% | +16,019+2.7% | Added |
| Amundi | 748,153 | $91.2M | 0.04% | −3,117−0.4% | Reduced |
| SEI Investments Co | 849,914 | $109.1M | 0.16% | +40,288+5.0% | Added |
| UBS Asset Management Americas Inc | 874,467 | $112.3M | 0.04% | −11,750−1.3% | Reduced |
| Voya Investment Management LLC | 900,672 | $115.7M | 0.11% | +427,999+90.5% | Added |
| Congress Asset Management Co | 929,816 | $119.4M | 0.85% | −6,056−0.6% | Reduced |