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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 1,038,750 | $133.4M | 0.05% | +564,215+118.9% | Added |
| Charles Schwab Investment Management Inc | 1,043,916 | $134.1M | 0.03% | −38,829−3.6% | Reduced |
| Harfst & Associates, Inc. | 1,127,411 | $144.8M | 34.38% | −1,660−0.1% | Reduced |
| Legal & General Group Plc | 1,208,445 | $155.2M | 0.04% | −22,844−1.9% | Reduced |
| Bank of New York Mellon Corp | 1,310,768 | $168.3M | 0.03% | −43,028−3.2% | Reduced |
| Truist Financial Corp | 1,362,559 | $175.0M | 0.27% | +1,346,480+8,374.2% | Added |
| Mercer Global Advisors Inc | 1,413,083 | $181.5M | 0.52% | −92,277−6.1% | Reduced |
| Marshall Wace, LLP | 1,437,978 | $184.7M | 0.31% | −455,696−24.1% | Reduced |
| Thrivent Financial for Lutherans | 1,486,781 | $190.9M | 0.38% | +25,452+1.7% | Added |
| Goldman Sachs Group Inc | 1,510,572 | $194.0M | 0.04% | +236,642+18.6% | Added |
| APG Asset Management N.V. | 1,835,445 | $218.2M | 0.38% | +167,856+10.1% | Added |
| Morgan Stanley | 1,740,662 | $223.5M | 0.02% | +40,137+2.4% | Added |
| Northern Trust Corp | 1,900,067 | $244.0M | 0.04% | −88,605−4.5% | Reduced |
| Dimensional Fund Advisors LP | 1,910,786 | $245.4M | 0.07% | +78,328+4.3% | Added |
| Massachusetts Financial Services Co | 2,190,502 | $281.3M | 0.08% | +32,637+1.5% | Added |
| Agf Management Ltd | 2,202,434 | $282.8M | 1.57% | +54,609+2.5% | Added |
| Norges Bank | 2,226,292 | $285.9M | 0.05% | +84,318+3.9% | Added |
| Bank of America Corp | 2,231,091 | $286.5M | 0.03% | +495,078+28.5% | Added |
| Invesco Ltd. | 2,434,674 | $312.7M | 0.07% | −64,370−2.6% | Reduced |
| Earnest Partners LLC | 2,468,196 | $317.0M | 1.45% | +138,075+5.9% | Added |
| T. Rowe Price Investment Management, Inc. | 3,864,029 | $496.2M | 0.30% | +319,406+9.0% | Added |
| Geode Capital Management, LLC | 4,279,180 | $548.0M | 0.05% | +135,414+3.3% | Added |
| JPMorgan Chase & Co | 5,398,624 | $693.3M | 0.06% | +341,668+6.8% | Added |
| FMR LLC | 6,480,278 | $832.2M | 0.06% | +44,531+0.7% | Added |
| State Street Corp | 7,843,339 | $1.01B | 0.05% | +12,370+0.2% | Added |
| Wellington Management Group LLP | 10,303,602 | $1.32B | 0.23% | −988,670−8.8% | Reduced |
| Primecap Management Co | 12,090,097 | $1.55B | 1.16% | −227,510−1.8% | Reduced |
| BlackRock Inc. | 15,201,120 | $1.95B | 0.05% | −1,151,985−7.0% | Reduced |
| Vanguard Group Inc | 22,131,131 | $2.84B | 0.06% | −165,904−0.7% | Reduced |
| Brave Warrior Advisors, LLC | 0 | $0 | 0.00% | −2,137,186−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −830,103−100.0% | Sold out |
| Nuance Investments, LLC | 0 | $0 | 0.00% | −117,158−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −81,580−100.0% | Sold out |
| Parkwood LLC | 0 | $0 | 0.00% | −49,022−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −40,800−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −36,037−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −26,868−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −19,385−100.0% | Sold out |
| Worth Venture Partners, LLC | 0 | $0 | 0.00% | −12,660−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −11,648−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −10,322−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −10,057−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −9,937−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −8,834−100.0% | Sold out |
| Chilton Investment Co LLC | 0 | $0 | 0.00% | −7,679−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −7,440−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −6,889−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −6,125−100.0% | Sold out |
| Threadgill Financial, LLC | 0 | $0 | 0.00% | −5,860−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −5,477−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −5,243−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −4,417−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −4,413−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −3,687−100.0% | Sold out |
| Whalen Wealth Management Inc. | 0 | $0 | 0.00% | −3,569−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −3,345−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −3,239−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −3,061−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −2,927−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −2,446−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −2,193−100.0% | Sold out |
| Eagle Wealth Strategies LLC | 0 | $0 | 0.00% | −2,022−100.0% | Sold out |
| Everpar Advisors LLC | 0 | $0 | 0.00% | −1,964−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −1,837−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −1,830−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −789−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −717−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −407−100.0% | Sold out |
| Old Point Trust & Financial Services N A | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| Farmers & Merchants Trust Co of Chambersburg PA | 0 | $0 | 0.00% | −174−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| New Millennium Group LLC | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Copeland Capital Management, LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Long Island Wealth Management, Inc. | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |
| Aware Super Pty Ltd as trustee of Aware Super | – | – | – | – | Not filed |
| Smith, Graham & Co., Investment Advisors, LP | – | – | – | – | Not filed |
| Sawtooth Solutions, LLC | – | – | – | – | Not filed |
| Desjardins Global Asset Management Inc. | – | – | – | – | Not filed |
| Hobbs Group Advisors, LLC | – | – | – | – | Not filed |
| Nalls Sherbakoff Group, LLC | – | – | – | – | Not filed |