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 |
|---|---|---|---|---|---|
| Stifel Financial Corp | 114,438 | $14.7M | 0.02% | +43,944+62.3% | Added |
| Canada Pension Plan Investment Board | 112,954 | $14.5M | 0.02% | +57,254+102.8% | Added |
| Wafra Inc. | 111,430 | $14.3M | 0.75% | +35,319+46.4% | Added |
| State of New Jersey Common Pension Fund D | 111,270 | $14.3M | 0.04% | 00.0% | Unchanged |
| Iat Reinsurance Co Ltd. | 298,125 | $14.2M | 6.31% | 00.0% | Unchanged |
| Toronto Dominion Bank | 109,980 | $14.1M | 0.02% | +2,027+1.9% | Added |
| Trexquant Investment LP | 108,179 | $13.9M | 0.28% | +94,168+672.1% | Added |
| PB Investment Partners, L.P. | 108,058 | $13.9M | 10.46% | −15,460−12.5% | Reduced |
| First Trust Advisors LP | 106,738 | $13.7M | 0.01% | −1,827−1.7% | Reduced |
| Pictet Asset Management Holding SA | 106,430 | $13.7M | 0.01% | +79+0.1% | Added |
| Danske Bank A/S | 105,195 | $13.5M | 0.04% | +105,195 | New |
| Chevy Chase Trust Holdings, Inc. | 104,251 | $13.4M | 0.04% | −723−0.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 103,984 | $13.4M | 0.03% | −10,088−8.8% | Reduced |
| Brandywine Global Investment Management, LLC | 99,455 | $12.8M | 0.09% | −1,440−1.4% | Reduced |
| The PNC Financial Services Group, Inc. | 96,994 | $12.5M | 0.01% | +72,813+301.1% | Added |
| Hantz Financial Services, Inc. | 94,361 | $12.1M | 0.24% | −5,967−5.9% | Reduced |
| Capital Wealth Planning, LLC | 94,260 | $12.1M | 0.13% | −7,763−7.6% | Reduced |
| Public Employees Retirement System of Ohio | 90,182 | $11.6M | 0.05% | +10,912+13.8% | Added |
| Nisa Investment Advisors, LLC | 87,677 | $11.3M | 0.07% | −330−0.4% | Reduced |
| AQR Capital Management LLC | 87,871 | $11.2M | 0.02% | −35,379−28.7% | Reduced |
| Treasurer of the State of North Carolina | 86,308 | $11.1M | 0.05% | +2,360+2.8% | Added |
| Frontier Capital Management Co LLC | 85,087 | $10.9M | 0.10% | −16,753−16.5% | Reduced |
| CWA Asset Management Group, LLC | 81,751 | $10.5M | 0.64% | +1,780+2.2% | Added |
| Standard Life Aberdeen plc | 81,276 | $10.4M | 0.02% | +100.0% | Added |
| Mn Services Vermogensbeheer B.V. | 80,600 | $10.4M | 0.08% | −16,700−17.2% | Reduced |
| Bragg Financial Advisors, Inc | 80,319 | $10.3M | 0.46% | +1,278+1.6% | Added |
| Illinois Municipal Retirement Fund | 80,199 | $10.3M | 0.16% | +19,848+32.9% | Added |
| LPL Financial LLC | 79,534 | $10.2M | 0.01% | +29,754+59.8% | Added |
| Asset Management One Co.,Ltd. | 74,506 | $9.57M | 0.04% | −3,182−4.1% | Reduced |
| US Bancorp | 71,590 | $9.19M | 0.01% | +1,589+2.3% | Added |
| Burney Co | 70,129 | $9.01M | 0.34% | −139−0.2% | Reduced |
| Bryn Mawr Trust Co | 67,692 | $8.69M | 0.33% | +67,692 | New |
| Resona Asset Management Co.,Ltd. | 67,339 | $8.65M | 0.05% | +67,339 | New |
| Rafferty Asset Management, LLC | 66,197 | $8.50M | 0.03% | −397−0.6% | Reduced |
| Private Capital Management, LLC | 65,944 | $8.47M | 0.96% | −475−0.7% | Reduced |
| Ensign Peak Advisors, Inc | 65,308 | $8.39M | 0.02% | −8,467−11.5% | Reduced |
| Korea Investment CORP | 64,661 | $8.30M | 0.02% | +1,866+3.0% | Added |
| Nemes Rush Group LLC | 64,648 | $8.30M | 1.19% | +1,667+2.6% | Added |
| Palmer Knight Co | 64,593 | $8.30M | 4.04% | +2,085+3.3% | Added |
| Am Investment Strategies LLC | 64,063 | $8.23M | 2.09% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 63,881 | $8.20M | 0.44% | +63,881 | New |
| Peterson Wealth Services | 63,284 | $8.13M | 2.96% | +2,963+4.9% | Added |
| ExodusPoint Capital Management, LP | 62,246 | $7.99M | 0.10% | +48,020+337.6% | Added |
| State of Tennessee, Treasury Department | 59,621 | $7.66M | 0.03% | +10,710+21.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 59,382 | $7.63M | 0.03% | −11,840−16.6% | Reduced |
| Aviva PLC | 59,176 | $7.60M | 0.03% | −46,153−43.8% | Reduced |
| Greenfield Seitz Capital Management, LLC | 54,944 | $7.06M | 2.63% | −1,180−2.1% | Reduced |
| Arizona State Retirement System | 54,832 | $7.04M | 0.05% | +304+0.6% | Added |
| Nomura Asset Management Co Ltd | 54,299 | $6.97M | 0.03% | +2,432+4.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 53,262 | $6.84M | 0.02% | −85,606−61.6% | Reduced |
| Logan Capital Management Inc | 52,760 | $6.78M | 0.29% | +3,463+7.0% | Added |
| State of Michigan Retirement System | 51,544 | $6.62M | 0.04% | +100+0.2% | Added |
| Commonwealth Equity Services, LLC | 51,097 | $6.56M | 0.01% | +6,959+15.8% | Added |
| Citizens Financial Group Inc | 50,112 | $6.44M | 0.21% | −1,265−2.5% | Reduced |
| D.A. Davidson & Co. | 49,684 | $6.38M | 0.06% | +4,273+9.4% | Added |
| Jefferies Financial Group Inc. | 49,242 | $6.32M | 0.13% | +11,327+29.9% | Added |
| American International Group, Inc. | 49,207 | $6.32M | 0.02% | −2,892−5.6% | Reduced |
| USS Investment Management Ltd | 48,605 | $6.24M | 0.05% | +1,976+4.2% | Added |
| Susquehanna International Group, LLP | 48,149 | $6.18M | 0.01% | −8,539−15.1% | Reduced |
| CIBC World Markets Corp | 48,133 | $6.18M | 0.04% | −76,854−61.5% | Reduced |
| Andra AP-fonden | 47,200 | $6.06M | 0.11% | +47,200 | New |
| Davenport & Co LLC | 47,083 | $6.05M | 0.04% | +47,083 | New |
| Cahaba Wealth Management, Inc. | 46,254 | $5.94M | 0.54% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 45,820 | $5.88M | 0.03% | +1,504+3.4% | Added |
| MetLife Investment Management | 44,065 | $5.66M | 0.04% | −1,575−3.5% | Reduced |
| National Bank of Canada | 44,885 | $5.64M | 0.01% | −2,866−6.0% | Reduced |
| Texas Permanent School Fund | 43,437 | $5.58M | 0.04% | +191+0.4% | Added |
| Fifth Third Bancorp | 43,234 | $5.55M | 0.02% | +314+0.7% | Added |
| New England Professional Planning Group Inc. | 42,644 | $5.48M | 2.86% | +176+0.4% | Added |
| Caisse de Depot Et Placement du Quebec | 41,561 | $5.34M | 0.01% | −2,863−6.4% | Reduced |
| Retirement Systems of Alabama | 41,523 | $5.33M | 0.02% | +107+0.3% | Added |
| Marex Group plc | 41,500 | $5.33M | 0.17% | −1,500−3.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 41,299 | $5.30M | 0.04% | +147+0.4% | Added |
| SYSTM Wealth Solutions LLC | 41,216 | $5.30M | 0.67% | +41,096+34,246.7% | Added |
| Captrust Financial Advisors | 40,862 | $5.25M | 0.02% | −6,346−13.4% | Reduced |
| Stephens Consulting, LLC | 40,630 | $5.22M | 1.60% | +60.0% | Added |
| IFM Investors Pty Ltd | 40,611 | $5.22M | 0.06% | 00.0% | Unchanged |
| ProShare Advisors LLC | 40,171 | $5.16M | 0.01% | +1,369+3.5% | Added |
| LMG Wealth Partners, LLC | 40,164 | $5.16M | 1.30% | +1,181+3.0% | Added |
| Westfield Capital Management Co LP | 40,095 | $5.15M | 0.03% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 39,878 | $5.12M | 0.01% | −60,153−60.1% | Reduced |
| Janney Montgomery Scott LLC | 39,859 | $5.12M | 0.02% | −934−2.3% | Reduced |
| Jane Street Group, LLC | 39,635 | $5.09M | 0.01% | +1,816+4.8% | Added |
| Ancora Advisors, LLC | 39,173 | $5.03M | 0.12% | −1,504−3.7% | Reduced |
| Amalgamated Bank | 38,961 | $5.00M | 0.04% | −7,314−15.8% | Reduced |
| Buckhead Capital Management LLC | 38,305 | $4.92M | 1.66% | +2,206+6.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 38,139 | $4.90M | 0.05% | −100−0.3% | Reduced |
| Resources Investment Advisors, LLC. | 38,018 | $4.88M | 0.08% | −3,953−9.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 37,960 | $4.87M | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 37,130 | $4.77M | 0.02% | −715−1.9% | Reduced |
| Creative Planning | 36,984 | $4.75M | 0.01% | −15,094−29.0% | Reduced |
| Pathstone Holdings, LLC | 35,975 | $4.62M | 0.02% | +10,301+40.1% | Added |
| State of Alaska, Department of Revenue | 35,685 | $4.58M | 0.05% | −5,015−12.3% | Reduced |
| Forsta Ap-Fonden | 34,900 | $4.48M | 0.04% | +3,100+9.7% | Added |
| NBW Capital LLC | 33,848 | $4.35M | 0.89% | +179+0.5% | Added |
| Mutual of America Capital Management LLC | 33,506 | $4.30M | 0.05% | +286+0.9% | Added |
| Siemens Fonds Invest GmbH | 33,498 | $4.30M | 0.33% | −73−0.2% | Reduced |
| Czech National Bank | 33,100 | $4.25M | 0.05% | +187+0.6% | Added |
| DekaBank Deutsche Girozentrale | 33,618 | $4.25M | 0.01% | +717+2.2% | Added |
| Federation des caisses Desjardins du Quebec | 33,239 | $4.25M | 0.03% | +30,434+1,085.0% | Added |