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 |
|---|---|---|---|---|---|
| Utah Retirement Systems | 32,846 | $4.22M | 0.05% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 32,658 | $4.19M | 0.06% | +1,668+5.4% | Added |
| Tredje AP-fonden | 31,832 | $4.09M | 0.04% | +806+2.6% | Added |
| DnB Asset Management AS | 31,595 | $4.06M | 0.02% | +1,665+5.6% | Added |
| Dana Investment Advisors, Inc. | 31,298 | $4.02M | 0.13% | +31,298 | New |
| Atria Investments LLC | 31,287 | $4.02M | 0.06% | +8,507+37.3% | Added |
| Cardinal Capital Management | 30,777 | $3.97M | 0.65% | +2,458+8.7% | Added |
| Carl Stuart Investment Advisor, Inc | 30,150 | $3.87M | 2.51% | +30,150 | New |
| Oppenheimer Asset Management Inc. | 29,988 | $3.85M | 0.06% | −5,372−15.2% | Reduced |
| Cullen Investment Group, Ltd. | 29,737 | $3.83M | 0.60% | −1,341−4.3% | Reduced |
| Public Sector Pension Investment Board | 29,691 | $3.81M | 0.03% | +258+0.9% | Added |
| Mount Yale Investment Advisors, LLC | 29,567 | $3.80M | 0.29% | +12,809+76.4% | Added |
| New York Life Investment Management LLC | 29,320 | $3.77M | 0.04% | −886−2.9% | Reduced |
| 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 |
| Graphene Investments SAS | 29,000 | $3.72M | 2.24% | 00.0% | Unchanged |
| First Hawaiian Bank | 28,781 | $3.70M | 0.11% | −31−0.1% | Reduced |
| Access Investment Management LLC | 28,536 | $3.66M | 1.21% | +35+0.1% | Added |
| Systematic Financial Management LP | 28,386 | $3.65M | 0.10% | +8,460+42.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 28,224 | $3.62M | 0.19% | −406−1.4% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 28,165 | $3.62M | 3.12% | +37+0.1% | Added |
| CIBC Asset Management Inc | 27,735 | $3.56M | 0.01% | +832+3.1% | Added |
| JustInvest LLC | 27,594 | $3.54M | 0.08% | +861+3.2% | Added |
| Central Bank & Trust Co | 27,469 | $3.53M | 0.50% | −1,970−6.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 27,039 | $3.47M | 0.30% | +21,899+426.1% | Added |
| Xponance, Inc. | 27,032 | $3.47M | 0.04% | +2,552+10.4% | Added |
| Janus Henderson Group PLC | 26,896 | $3.45M | 0.00% | −30,224−52.9% | Reduced |
| Bokf, NA | 26,362 | $3.39M | 0.06% | +26,196+15,780.7% | Added |
| Pensionmark Financial Group, LLC | 26,359 | $3.39M | 0.48% | +26,359 | New |
| Envestnet Portfolio Solutions, Inc. | 26,175 | $3.36M | 0.01% | +953+3.8% | Added |
| Schonfeld Strategic Advisors LLC | 25,862 | $3.32M | 0.03% | +12,527+93.9% | Added |
| Regions Financial Corp | 24,844 | $3.19M | 0.02% | −333−1.3% | Reduced |
| GWM Advisors LLC | 24,810 | $3.19M | 0.03% | +2,474+11.1% | Added |
| Glenmede Trust Co NA | 24,789 | $3.18M | 0.02% | +18,257+279.5% | Added |
| Yousif Capital Management, LLC | 24,664 | $3.17M | 0.04% | −1,007−3.9% | Reduced |
| Storebrand Asset Management AS | 24,642 | $3.16M | 0.01% | +1,082+4.6% | Added |
| Dean Investment Associates, LLC | 24,454 | $3.14M | 0.43% | +187+0.8% | Added |
| MML Investors Services, LLC | 24,244 | $3.11M | 0.01% | −154−0.6% | Reduced |
| Center for Financial Planning, Inc. | 24,181 | $3.11M | 0.46% | +465+2.0% | Added |
| Mariner, LLC | 24,066 | $3.09M | 0.01% | +26+0.1% | Added |
| Bank of Nova Scotia | 23,875 | $3.07M | 0.01% | +96+0.4% | Added |
| British Columbia Investment Management Corp | 23,801 | $3.06M | 0.02% | +959+4.2% | Added |
| Wellspring Financial Advisors, LLC | 23,528 | $3.02M | 0.48% | +9,750+70.8% | Added |
| Neuberger Berman Group LLC | 23,085 | $2.96M | 0.00% | +230+1.0% | Added |
| Balyasny Asset Management LLC | 23,019 | $2.96M | 0.01% | +16,774+268.6% | Added |
| Assetmark, Inc | 22,882 | $2.94M | 0.01% | +2,054+9.9% | Added |
| Nissay Asset Management Corp | 22,502 | $2.89M | 0.02% | +522+2.4% | Added |
| Tower Bridge Advisors | 22,204 | $2.85M | 0.29% | −12,675−36.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 27,227 | $2.83M | 0.01% | +2,616+10.6% | Added |
| Rockefeller Capital Management L.P. | 21,664 | $2.78M | 0.01% | +21,664 | New |
| Cetera Investment Advisers | 21,656 | $2.78M | 0.01% | +18,215+529.4% | Added |
| Public Employees Retirement Association of Colorado | 21,426 | $2.75M | 0.01% | −1,311−5.8% | Reduced |
| GYL Financial Synergies, LLC | 21,401 | $2.75M | 0.22% | +124+0.6% | Added |
| Kaydan Wealth Management, Inc. | 21,375 | $2.74M | 0.94% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 21,172 | $2.72M | 0.48% | +2,082+10.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 20,246 | $2.60M | 0.03% | +2,914+16.8% | Added |
| HighTower Advisors, LLC | 20,236 | $2.60M | 0.00% | +1,323+7.0% | Added |
| Maltese Capital Management LLC | 20,000 | $2.57M | 0.49% | +20,000 | New |
| CI Private Wealth, LLC | 19,659 | $2.52M | 0.00% | +3,403+20.9% | Added |
| Mackenzie Financial Corp | 19,598 | $2.52M | 0.00% | −1,023−5.0% | Reduced |
| Natixis | 19,453 | $2.50M | 0.01% | +4,285+28.3% | Added |
| Daiwa Securities Group Inc. | 19,392 | $2.49M | 0.01% | +1,856+10.6% | Added |
| Bessemer Group Inc | 19,036 | $2.44M | 0.00% | +17,499+1,138.5% | Added |
| Allianz Asset Management GmbH | 18,290 | $2.35M | 0.00% | −1,733−8.7% | Reduced |
| Elo Mutual Pension Insurance Co | 18,215 | $2.34M | 0.05% | +894+5.2% | Added |
| Cerity Partners LLC | 18,208 | $2.34M | 0.01% | +6,074+50.1% | Added |
| Ethic Inc. | 17,755 | $2.28M | 0.06% | +3,008+20.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 17,600 | $2.26M | 0.01% | +5,427+44.6% | Added |
| Sweet Financial Partners, LLC | 17,532 | $2.25M | 0.52% | −3,250−15.6% | Reduced |
| CIBC Private Wealth Group, LLC | 17,353 | $2.23M | 0.00% | −692−3.8% | Reduced |
| Crossmark Global Holdings, Inc. | 17,325 | $2.22M | 0.04% | +223+1.3% | Added |
| Gotham Asset Management, LLC | 17,077 | $2.19M | 0.03% | +172+1.0% | Added |
| Level Four Advisory Services, LLC | 19,423 | $2.17M | 0.12% | 00.0% | Unchanged |
| SPC Financial, Inc. | 16,850 | $2.16M | 0.20% | −1,000−5.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 22,411 | $2.15M | 1.53% | +22,411 | New |
| Gulf International Bank (UK) Ltd | 16,675 | $2.14M | 0.05% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 16,619 | $2.13M | 0.41% | +16,619 | New |
| Degroof Petercam Asset Management | 16,450 | $2.11M | 0.03% | 00.0% | Unchanged |
| Dean Capital Management | 16,225 | $2.08M | 1.21% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 16,185 | $2.08M | 0.02% | +1,067+7.1% | Added |
| Oregon Public Employees Retirement Fund | 16,033 | $2.06M | 0.04% | +1,400+9.6% | Added |
| Aft, Forsyth & Sober, LLC | 15,750 | $2.02M | 0.71% | −800−4.8% | Reduced |
| Nordea Investment Management AB | 15,628 | $2.00M | 0.00% | +526+3.5% | Added |
| Susquehanna Fundamental Investments, LLC | 15,548 | $2.00M | 0.09% | +15,548 | New |
| Teachers Retirement System of the State of Kentucky | 15,503 | $1.99M | 0.02% | −772−4.7% | Reduced |
| STRS Ohio | 15,240 | $1.96M | 0.01% | +2,830+22.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 15,081 | $1.94M | 0.01% | −3,638−19.4% | Reduced |
| 9258 Wealth Management, LLC | 15,026 | $1.93M | 0.30% | 00.0% | Unchanged |
| Empire Life Investments Inc. | 14,825 | $1.90M | 0.12% | 00.0% | Unchanged |
| FORA Capital, LLC | 14,811 | $1.90M | 0.16% | +3,600+32.1% | Added |
| TriaGen Wealth Management LLC | 14,664 | $1.88M | 0.78% | −14,688−50.0% | Reduced |
| High Net Worth Advisory Group LLC | 14,631 | $1.88M | 0.59% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 14,417 | $1.85M | 0.06% | +2,764+23.7% | Added |
| Kentucky Retirement Systems | 14,287 | $1.83M | 0.05% | −749−5.0% | Reduced |
| Maryland State Retirement & Pension System | 14,920 | $1.83M | 0.04% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 14,197 | $1.80M | 0.79% | 00.0% | Unchanged |
| White Pine Capital LLC | 14,787 | $1.80M | 0.69% | +141+1.0% | Added |
| Quantinno Capital Management LP | 13,767 | $1.77M | 0.04% | +1,392+11.2% | Added |
| M&T Bank Corp | 13,693 | $1.76M | 0.01% | −798−5.5% | Reduced |
| Heritage Wealth Advisors | 13,636 | $1.75M | 0.08% | 00.0% | Unchanged |