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 |
|---|---|---|---|---|---|
| Principal Street Partners, LLC | 5,419 | $695.1K | 0.13% | +672+14.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,295 | $680.0K | 0.00% | +5,295 | New |
| Tower Research Capital LLC (TRC) | 5,216 | $669.8K | 0.02% | −18,739−78.2% | Reduced |
| Tranquility Partners, LLC | 5,190 | $666.5K | 0.26% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 5,156 | $662.1K | 0.00% | +4,684+992.4% | Added |
| Squarepoint Ops LLC | 5,102 | $655.2K | 0.00% | +10+0.2% | Added |
| Cyndeo Wealth Partners, LLC | 5,098 | $654.7K | 0.05% | 00.0% | Unchanged |
| Covenant Partners, LLC | 5,093 | $654.0K | 0.19% | 00.0% | Unchanged |
| Verition Fund Management LLC | 5,088 | $653.4K | 0.01% | +317+6.6% | Added |
| Grey Street Capital, LLC | 5,049 | $650.7K | 0.09% | +5,049 | New |
| Dock Street Asset Management Inc | 4,979 | $639.4K | 0.10% | 00.0% | Unchanged |
| Intrust Bank NA | 4,978 | $639.3K | 0.07% | +10+0.2% | Added |
| CIBC World Markets Inc. | 4,979 | $639.0K | 0.00% | +1,168+30.6% | Added |
| Forum Financial Management, LP | 4,974 | $638.8K | 0.01% | −101−2.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,935 | $633.8K | 0.15% | −298−5.7% | Reduced |
| Swedbank AB | 4,904 | $629.8K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 4,840 | $621.7K | 0.01% | +506+11.7% | Added |
| Wetzel Investment Advisors, Inc. | 5,029 | $613.3K | 0.36% | −1,000−16.6% | Reduced |
| Toroso Investments, LLC | 4,744 | $609.2K | 0.01% | −136−2.8% | Reduced |
| Kestra Advisory Services, LLC | 4,661 | $598.6K | 0.00% | −124−2.6% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 4,645 | $596.5K | 0.14% | −5,140−52.5% | Reduced |
| Assenagon Asset Management S.A. | 4,592 | $589.7K | 0.00% | +5+0.1% | Added |
| Atlanta Consulting Group Advisors, LLC | 4,552 | $584.5K | 0.20% | +4,552 | New |
| V-Square Quantitative Management LLC | 4,541 | $583.2K | 0.10% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 4,497 | $577.5K | 0.04% | +1,834+68.9% | Added |
| Norden Group LLC | 4,439 | $570.0K | 0.12% | +1,909+75.5% | Added |
| Waterloo Capital, L.P. | 4,422 | $567.9K | 0.07% | +310+7.5% | Added |
| Harrell Investment Partners, LLC | 4,376 | $561.9K | 0.17% | −310−6.6% | Reduced |
| PEAK6 Investments LLC | 4,348 | $558.4K | 0.03% | −26−0.6% | Reduced |
| NorthRock Partners, LLC | 4,301 | $554.2K | 0.02% | +190+4.6% | Added |
| Global Financial Private Client, LLC | 4,282 | $550.3K | 0.24% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 4,225 | $542.6K | 0.00% | −71−1.7% | Reduced |
| Quantitative Investment Management, LLC | 4,220 | $541.0K | 0.03% | +1,113+35.8% | Added |
| Atria Wealth Solutions, Inc. | 4,197 | $540.8K | 0.01% | +1,297+44.7% | Added |
| Johnson Investment Counsel Inc | 4,141 | $531.8K | 0.01% | +4,141 | New |
| Choate Investment Advisors | 4,120 | $529.1K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 4,103 | $526.9K | 0.01% | +250+6.5% | Added |
| NJ State Employees Deferred Compensation Plan | 4,000 | $513.7K | 0.07% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 4,000 | $513.7K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,926 | $504.2K | 0.01% | +461+13.3% | Added |
| Guinness Asset Management LTD | 3,926 | $504.2K | 0.01% | −925−19.1% | Reduced |
| Shulman DeMeo Asset Management LLC | 3,910 | $502.1K | 0.13% | −12−0.3% | Reduced |
| Shell Asset Management Co | 4,065 | $502.0K | 0.02% | +2,672+191.8% | Added |
| Greenleaf Trust | 3,909 | $502.0K | 0.00% | +36+0.9% | Added |
| Great Valley Advisor Group, Inc. | 3,860 | $495.7K | 0.02% | +4+0.1% | Added |
| Veriti Management LLC | 3,843 | $493.5K | 0.04% | +227+6.3% | Added |
| HRT Financial LP | 3,841 | $493.0K | 0.00% | −3,205−45.5% | Reduced |
| Alberta Investment Management Corp | 3,800 | $488.0K | 0.00% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 3,744 | $480.8K | 0.04% | +375+11.1% | Added |
| Baker Tilly Wealth Management, LLC | 3,741 | $480.4K | 0.09% | +3+0.1% | Added |
| National Asset Management, Inc. | 4,697 | $473.7K | 0.01% | +1,399+42.4% | Added |
| Argus Investors' Counsel, Inc. | 3,681 | $472.7K | 0.29% | −37−1.0% | Reduced |
| Fulton Bank, N.A. | 3,680 | $472.6K | 0.02% | −58−1.6% | Reduced |
| Visionary Wealth Advisors | 3,657 | $469.7K | 0.03% | +10.0% | Added |
| Portside Wealth Group, LLC | 3,638 | $467.2K | 0.09% | +132+3.8% | Added |
| E. Ohman J:or Asset Management AB | 3,500 | $449.5K | 0.01% | +3,500 | New |
| Agate Pass Investment Management, LLC | 3,468 | $445.4K | 0.24% | −586−14.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,455 | $443.7K | 0.00% | +1,870+118.0% | Added |
| DoubleLine ETF Adviser LP | 3,452 | $443.3K | 0.11% | +347+11.2% | Added |
| Vestcor Inc | 3,400 | $437.0K | 0.01% | −1,124−24.8% | Reduced |
| Texas Yale Capital Corp. | 3,398 | $436.4K | 0.02% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 3,383 | $436.0K | 0.12% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 3,376 | $433.5K | 0.00% | −2,259−40.1% | Reduced |
| Everence Capital Management Inc | 3,370 | $433.0K | 0.03% | 00.0% | Unchanged |
| Gibbs Wealth Management | 3,371 | $432.9K | 0.25% | +3,371 | New |
| IFP Advisors, Inc | 3,349 | $430.1K | 0.02% | −224−6.3% | Reduced |
| Intech Investment Management LLC | 3,291 | $422.6K | 0.01% | −1,830−35.7% | Reduced |
| First Eagle Investment Management, LLC | 3,250 | $417.4K | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 3,239 | $416.0K | 0.06% | −31−0.9% | Reduced |
| Hamilton Capital Partners Inc. | 3,233 | $415.2K | 0.05% | −1,831−36.2% | Reduced |
| Investment Management Corp of Ontario | 3,226 | $414.3K | 0.01% | −1,400−30.3% | Reduced |
| Collective Family Office LLC | 3,200 | $410.9K | 0.13% | +466+17.0% | Added |
| Pitcairn Co | 3,118 | $400.4K | 0.03% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 3,110 | $399.4K | 0.12% | +40+1.3% | Added |
| Novak & Powell Financial Services, Inc. | 3,076 | $395.0K | 0.30% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 3,042 | $390.7K | 0.01% | −14,547−82.7% | Reduced |
| Clarus Group, Inc. | 3,002 | $385.5K | 0.27% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 2,998 | $385.0K | 0.22% | +11+0.4% | Added |
| Essex Financial Services, Inc. | 2,993 | $384.4K | 0.04% | −612−17.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 2,981 | $382.8K | 0.04% | +2+0.1% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,925 | $375.6K | 0.05% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,906 | $373.3K | 0.06% | +277+10.5% | Added |
| Ostrum Asset Management | 2,893 | $371.5K | 0.03% | 00.0% | Unchanged |
| Empowered Funds, LLC | 2,859 | $367.2K | 0.01% | +502+21.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,851 | $366.1K | 0.02% | +570+25.0% | Added |
| Vontobel Holding Ltd. | 2,807 | $360.5K | 0.00% | −277−9.0% | Reduced |
| Profund Advisors LLC | 2,801 | $359.7K | 0.01% | +89+3.3% | Added |
| Wetherby Asset Management Inc | 2,768 | $355.5K | 0.02% | −13−0.5% | Reduced |
| Evercore Wealth Management, LLC | 2,728 | $350.3K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 2,722 | $349.6K | 0.01% | +43+1.6% | Added |
| Weiss Asset Management LP | 2,712 | $348.3K | 0.02% | +2,712 | New |
| MTM Investment Management, LLC | 2,700 | $346.7K | 0.14% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 2,682 | $344.4K | 0.00% | +93+3.6% | Added |
| Ronald Blue Trust, Inc. | 2,680 | $344.1K | 0.00% | +241+9.9% | Added |
| Brighton Jones LLC | 2,674 | $343.4K | 0.01% | +735+37.9% | Added |
| Symmetry Partners, LLC | 2,668 | $343.0K | 0.03% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,659 | $341.5K | 0.02% | −200−7.0% | Reduced |
| Horizon Investments, LLC | 2,644 | $339.5K | 0.01% | −10.0% | Reduced |
| Calton & Associates, Inc. | 2,615 | $335.8K | 0.16% | −100−3.7% | Reduced |
| Bleakley Financial Group, LLC | 2,603 | $334.2K | 0.01% | +43+1.7% | Added |