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 |
|---|---|---|---|---|---|
| Stablepoint Partners, LLC | 13,510 | $1.73M | 0.35% | +973+7.8% | Added |
| Advisor Group Holdings, Inc. | 13,348 | $1.71M | 0.00% | −25,949−66.0% | Reduced |
| Nomura Holdings Inc | 13,193 | $1.69M | 0.01% | +9,419+249.6% | Added |
| Pacer Advisors, Inc. | 12,930 | $1.66M | 0.00% | +309+2.4% | Added |
| Park Avenue Securities LLC | 12,733 | $1.64M | 0.02% | +736+6.1% | Added |
| Meridian Wealth Advisors, LLC | 12,669 | $1.63M | 0.31% | +549+4.5% | Added |
| Candriam Luxembourg S.C.A. | 12,516 | $1.61M | 0.01% | +799+6.8% | Added |
| Cresset Asset Management, LLC | 12,256 | $1.58M | 0.01% | +292+2.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,296 | $1.58M | 0.04% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 12,900 | $1.57M | 0.31% | −18,100−58.4% | Reduced |
| QRG Capital Management, Inc. | 12,218 | $1.57M | 0.02% | −1,436−10.5% | Reduced |
| Hartford Investment Management Co | 12,087 | $1.55M | 0.05% | −625−4.9% | Reduced |
| We Are One Seven, LLC | 12,038 | $1.55M | 0.08% | −1,627−11.9% | Reduced |
| Man Group plc | 12,037 | $1.55M | 0.00% | +5,093+73.3% | Added |
| Sabal Trust CO | 12,026 | $1.54M | 0.09% | −23−0.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 12,015 | $1.54M | 0.02% | +1,550+14.8% | Added |
| CTC Alternative Strategies, Ltd. | 11,400 | $1.46M | 0.91% | +11,400 | New |
| CWM, LLC | 11,372 | $1.46M | 0.01% | −1,480−11.5% | Reduced |
| Allen Investment Management LLC | 11,150 | $1.43M | 0.02% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 11,139 | $1.43M | 0.10% | +40+0.4% | Added |
| Securian Asset Management, Inc | 11,065 | $1.42M | 0.04% | −746−6.3% | Reduced |
| Louisiana State Employees Retirement System | 11,000 | $1.41M | 0.03% | −400−3.5% | Reduced |
| ISAM Funds (UK) Ltd | 10,899 | $1.40M | 0.80% | +10,899 | New |
| Atlas Wealth LLC | 10,869 | $1.40M | 0.68% | +278+2.6% | Added |
| Credit Agricole S A | 11,427 | $1.39M | 0.02% | +6,110+114.9% | Added |
| United Capital Financial Advisers, LLC | 10,813 | $1.39M | 0.01% | −485−4.3% | Reduced |
| King Luther Capital Management Corp | 10,798 | $1.39M | 0.01% | −262−2.4% | Reduced |
| Klingman & Associates, LLC | 10,409 | $1.34M | 0.09% | +1,343+14.8% | Added |
| Keybank National Association | 10,342 | $1.33M | 0.01% | −162−1.5% | Reduced |
| Montag & Caldwell, LLC | 10,229 | $1.31M | 0.23% | +458+4.7% | Added |
| Kovitz Investment Group Partners, LLC | 10,168 | $1.31M | 0.02% | +10,168 | New |
| UniSuper Management Pty Ltd | 10,135 | $1.30M | 0.01% | +8,115+401.7% | Added |
| Oarsman Capital, Inc. | 9,786 | $1.26M | 0.30% | −974−9.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 9,786 | $1.26M | 0.04% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 9,702 | $1.25M | 0.04% | +9,702 | New |
| Moody National Bank Trust Division | 9,639 | $1.24M | 0.10% | +47+0.5% | Added |
| New Mexico Educational Retirement Board | 9,475 | $1.22M | 0.04% | −400−4.1% | Reduced |
| Panagora Asset Management Inc | 9,377 | $1.20M | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 9,349 | $1.20M | 0.01% | +147+1.6% | Added |
| RMB Capital Management, LLC | 9,151 | $1.18M | 0.03% | −9−0.1% | Reduced |
| Gryphon Financial Partners LLC | 9,135 | $1.17M | 0.19% | −7−0.1% | Reduced |
| Financial Counselors Inc | 9,045 | $1.16M | 0.02% | +79+0.9% | Added |
| Jump Financial, LLC | 8,879 | $1.14M | 0.03% | +8,879 | New |
| Gladstone Institutional Advisory LLC | 8,727 | $1.12M | 0.06% | −277−3.1% | Reduced |
| West Michigan Advisors, LLC | 8,721 | $1.12M | 0.36% | −254−2.8% | Reduced |
| Ossiam | 8,686 | $1.12M | 0.02% | −6,768−43.8% | Reduced |
| Chiron Capital Management, LLC | 8,650 | $1.11M | 1.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 8,640 | $1.11M | 0.05% | +2,328+36.9% | Added |
| Consolidated Planning Corp | 8,577 | $1.10M | 0.19% | −14−0.2% | Reduced |
| McMahon Financial Advisors, LLC | 8,456 | $1.09M | 0.29% | +323+4.0% | Added |
| One + One Wealth Management, LLC | 8,401 | $1.08M | 0.62% | −99−1.2% | Reduced |
| Signaturefd, LLC | 8,305 | $1.07M | 0.02% | +12+0.1% | Added |
| Lighthouse Investment Partners, LLC | 8,109 | $1.04M | 0.06% | +8,109 | New |
| Trust Co of Toledo NA | 7,966 | $1.02M | 0.16% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 7,938 | $1.02M | 0.01% | −12−0.2% | Reduced |
| Formidable Asset Management, LLC | 7,798 | $1.00M | 0.16% | +7,798 | New |
| Metropolitan Life Insurance Co | 7,587 | $974.3K | 0.04% | −61−0.8% | Reduced |
| Capital Investment Advisors, LLC | 7,500 | $963.1K | 0.02% | −282−3.6% | Reduced |
| Teacher Retirement System of Texas | 7,407 | $951.0K | 0.01% | −3,565−32.5% | Reduced |
| Stephens Inc | 7,388 | $948.8K | 0.01% | −25−0.3% | Reduced |
| Skylands Capital, LLC | 7,387 | $948.6K | 0.13% | −87−1.2% | Reduced |
| Saturna Capital CORP | 7,352 | $944.1K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 7,215 | $926.5K | 0.02% | +4,455+161.4% | Added |
| Prudential PLC | 7,209 | $925.8K | 0.01% | −9,468−56.8% | Reduced |
| Cavalier Investments, LLC | 7,115 | $913.7K | 0.33% | +392+5.8% | Added |
| Snowden Capital Advisors LLC | 7,012 | $903.6K | 0.03% | −733−9.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,976 | $895.9K | 0.01% | +601+9.4% | Added |
| Guggenheim Capital LLC | 6,954 | $893.0K | 0.01% | +917+15.2% | Added |
| Lido Advisors, LLC | 6,894 | $888.4K | 0.01% | +102+1.5% | Added |
| Wealthfront Advisers LLC | 6,819 | $875.7K | 0.00% | −48−0.7% | Reduced |
| Bradley Foster & Sargent Inc | 6,715 | $862.3K | 0.02% | −1,200−15.2% | Reduced |
| Muirfield Wealth Advisors LLC | 6,637 | $852.3K | 0.82% | +17+0.3% | Added |
| Empirical Finance, LLC | 6,613 | $849.2K | 0.05% | +226+3.5% | Added |
| Norinchukin Bank, The | 6,597 | $847.2K | 0.03% | −93−1.4% | Reduced |
| Yorktown Management & Research Co Inc | 6,450 | $828.3K | 0.79% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,288 | $807.5K | 0.01% | +141+2.3% | Added |
| Achmea Investment Management B.V. | 6,267 | $805.0K | 0.02% | −1,863−22.9% | Reduced |
| Vinva Investment Management Ltd | 6,252 | $802.9K | 0.05% | +6,252 | New |
| Staley Capital Advisers Inc | 6,250 | $802.6K | 0.04% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 6,208 | $797.2K | 0.05% | −487−7.3% | Reduced |
| Gilliland Jeter Wealth Management LLC | 6,141 | $788.6K | 0.27% | +94+1.6% | Added |
| Metis Global Partners, LLC | 6,128 | $787.0K | 0.03% | −94−1.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,105 | $784.0K | 0.03% | −355−5.5% | Reduced |
| Seven Eight Capital, LP | 6,032 | $774.6K | 0.08% | +6,032 | New |
| Wealthspire Advisors, LLC | 6,005 | $771.2K | 0.01% | +53+0.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,969 | $766.5K | 0.02% | +21+0.4% | Added |
| HBK Sorce Advisory LLC | 5,930 | $761.6K | 0.03% | −240−3.9% | Reduced |
| TD Private Client Wealth LLC | 5,908 | $758.7K | 0.02% | −1,117−15.9% | Reduced |
| Sherbrooke Park Advisers LLC | 5,902 | $757.9K | 0.15% | +5,902 | New |
| MGB Wealth Management, LLC | 5,803 | $745.2K | 0.30% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 5,705 | $732.6K | 0.04% | +325+6.0% | Added |
| Systematic Alpha Investments, LLC | 5,700 | $732.0K | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 5,660 | $727.0K | 0.00% | +1,387+32.5% | Added |
| Wedbush Securities Inc | 5,663 | $727.0K | 0.03% | +5,663 | New |
| Cumberland Partners Ltd | 5,600 | $719.2K | 0.05% | −800−12.5% | Reduced |
| Signature Wealth Management Group | 5,724 | $707.5K | 0.32% | −14−0.2% | Reduced |
| Kestra Private Wealth Services, LLC | 5,472 | $702.7K | 0.02% | −227−4.0% | Reduced |
| Bill Few Associates, Inc. | 5,445 | $699.2K | 0.28% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 5,436 | $698.0K | 0.01% | +1,015+23.0% | Added |
| Natixis Investment Managers International | 5,417 | $695.7K | 0.05% | −3,280−37.7% | Reduced |