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 |
|---|---|---|---|---|---|
| Simplicity Wealth,LLC | 2,603 | $334.2K | 0.01% | +2,603 | New |
| Capstone Investment Advisors, LLC | 2,597 | $333.5K | 0.01% | +1,284+97.8% | Added |
| Northwestern Mutual Wealth Management Co | 2,561 | $328.9K | 0.00% | −7−0.3% | Reduced |
| Drive Wealth Management, LLC | 2,552 | $328.9K | 0.09% | +85+3.4% | Added |
| Checchi Capital Advisers, LLC | 2,548 | $327.2K | 0.03% | −19−0.7% | Reduced |
| Blue Chip Partners, Inc. | 2,525 | $324.3K | 0.03% | +10+0.4% | Added |
| Phillips Wealth Planners LLC | 2,653 | $323.4K | 0.37% | +9+0.3% | Added |
| Colonial Trust Co | 2,530 | $322.3K | 0.06% | +2,490+6,225.0% | Added |
| Legacy Wealth Asset Management, LLC | 2,464 | $316.4K | 0.09% | +25+1.0% | Added |
| Edmp, Inc. | 2,457 | $315.5K | 0.26% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 2,544 | $315.4K | 0.01% | +169+7.1% | Added |
| Darwin Advisors, LLC | 2,455 | $315.2K | 0.09% | +7+0.3% | Added |
| Novare Capital Management LLC | 2,430 | $312.1K | 0.03% | −300−11.0% | Reduced |
| Salem Investment Counselors Inc | 2,413 | $311.0K | 0.01% | −45−1.8% | Reduced |
| Alliance Wealth Advisors, LLC | 2,399 | $308.1K | 0.09% | −84−3.4% | Reduced |
| Harbor Investment Advisory, LLC | 2,317 | $297.5K | 0.03% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 2,306 | $296.2K | 0.01% | −13−0.6% | Reduced |
| Cornerstone Wealth Group, LLC | 2,304 | $295.9K | 0.03% | +2,304 | New |
| Rehmann Capital Advisory Group | 2,303 | $295.8K | 0.02% | +224+10.8% | Added |
| Proequities, Inc. | 2,273 | $292.9K | 0.02% | +75+3.4% | Added |
| Huntington National Bank | 2,274 | $292.0K | 0.00% | −1,204−34.6% | Reduced |
| Samalin Investment Counsel, LLC | 2,264 | $290.8K | 0.14% | −381−14.4% | Reduced |
| Trust Asset Management LLC | 2,261 | $290.4K | 0.03% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 2,217 | $285.7K | 0.01% | +32+1.5% | Added |
| Principle Wealth Partners LLC | 2,225 | $285.7K | 0.02% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 2,221 | $285.2K | 0.01% | +2,221 | New |
| Berry Wealth Group, LP | 2,215 | $284.4K | 0.24% | +10.0% | Added |
| Shelton Capital Management | 2,192 | $281.5K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 2,186 | $280.7K | 0.00% | +136+6.6% | Added |
| Arbor Investment Advisors, LLC | 2,181 | $280.1K | 0.04% | 00.0% | Unchanged |
| Fifth Lane Capital, LP | 2,179 | $279.8K | 0.36% | +2,179 | New |
| Cadent Capital Advisors, LLC | 2,175 | $279.3K | 0.11% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 2,173 | $279.1K | 0.04% | −62−2.8% | Reduced |
| iA Global Asset Management Inc. | 2,175 | $279.0K | 0.01% | +2,175 | New |
| Sequoia Financial Advisors, LLC | 2,153 | $276.5K | 0.00% | −789−26.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,128 | $273.3K | 0.04% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 2,122 | $272.5K | 0.01% | +24+1.1% | Added |
| Stratos Wealth Partners, LTD. | 2,111 | $271.1K | 0.00% | +133+6.7% | Added |
| Revolve Wealth Partners, LLC | 2,107 | $270.6K | 0.05% | +13+0.6% | Added |
| Boston Private Wealth LLC | 2,080 | $267.1K | 0.01% | +54+2.7% | Added |
| Schechter Investment Advisors, LLC | 2,072 | $266.1K | 0.02% | −28−1.3% | Reduced |
| Financial Insights, Inc. | 2,061 | $264.7K | 0.07% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 2,042 | $262.2K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 2,041 | $262.1K | 0.00% | −821−28.7% | Reduced |
| Ameritas Investment Partners, Inc. | 2,035 | $261.3K | 0.01% | −134−6.2% | Reduced |
| Confluence Wealth Services, Inc. | 2,023 | $259.7K | 0.02% | −133−6.2% | Reduced |
| Cigna Investments Inc | 2,003 | $258.0K | 0.05% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 2,000 | $256.8K | 0.05% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 1,999 | $256.7K | 0.01% | −5−0.2% | Reduced |
| Vantage Consulting Group Inc | 1,977 | $253.9K | 0.16% | −211−9.6% | Reduced |
| Synovus Financial Corp | 1,976 | $253.8K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,961 | $251.8K | 0.01% | +379+24.0% | Added |
| Stephenson National Bank & Trust | 1,896 | $243.5K | 0.08% | +829+77.7% | Added |
| Family Wealth Group, LLC | 1,868 | $239.9K | 0.26% | +1,868 | New |
| Oak Harbor Wealth Partners, LLC | 1,856 | $238.3K | 0.07% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 1,846 | $237.1K | 0.03% | 00.0% | Unchanged |
| CX Institutional | 1,845 | $236.9K | 0.01% | −31−1.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,832 | $236.1K | 0.08% | +32+1.8% | Added |
| Smartleaf Asset Management LLC | 1,848 | $235.5K | 0.05% | +305+19.8% | Added |
| Ballentine Partners, LLC | 1,821 | $233.9K | 0.00% | +1,821 | New |
| First Bank & Trust | 1,807 | $232.1K | 0.05% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 1,805 | $231.8K | 0.09% | −310−14.7% | Reduced |
| Allred Capital Management, LLC | 1,800 | $231.2K | 0.09% | +1,800 | New |
| Central Trust Co | 1,785 | $229.3K | 0.01% | +14+0.8% | Added |
| AXA S.A. | 1,752 | $225.0K | 0.00% | +1,752 | New |
| Parallel Advisors, LLC | 1,735 | $222.7K | 0.01% | +124+7.7% | Added |
| Principal Securities, Inc. | 1,717 | $220.5K | 0.01% | +370+27.5% | Added |
| Sax Wealth Advisors, LLC | 1,710 | $219.6K | 0.03% | +1,710 | New |
| Legacy Advisors, LLC | 1,700 | $219.1K | 0.03% | +1,700 | New |
| XTX Topco Ltd | 1,702 | $218.6K | 0.03% | −221−11.5% | Reduced |
| South Dakota Investment Council | 1,700 | $218.0K | 0.00% | −600−26.1% | Reduced |
| State of Wyoming | 1,681 | $215.9K | 0.04% | +825+96.4% | Added |
| First Horizon Advisors, Inc. | 1,664 | $213.7K | 0.01% | −23−1.4% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,650 | $211.9K | 0.03% | +1,650 | New |
| Moseley Investment Management Inc | 1,645 | $211.3K | 0.10% | −887−35.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 1,643 | $211.0K | 0.00% | −12,879−88.7% | Reduced |
| Berkshire Asset Management LLC | 1,595 | $205.0K | 0.01% | +1,595 | New |
| Pine Valley Investments Ltd Liability Co | 1,579 | $203.3K | 0.02% | +1,579 | New |
| HighPoint Advisor Group LLC | 1,618 | $203.0K | 0.01% | +13+0.8% | Added |
| Carson Advisory Inc. | 1,570 | $201.6K | 0.14% | +1,570 | New |
| Great Lakes Advisors, LLC | 1,564 | $200.8K | 0.00% | −293−15.8% | Reduced |
| Deane Retirement Strategies, Inc. | 1,507 | $193.5K | 0.10% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,383 | $177.6K | 0.01% | +22+1.6% | Added |
| PGGM Investments | 1,350 | $173.0K | 0.00% | +1,350 | New |
| Mather Group, LLC. | 1,546 | $172.4K | 0.00% | +1,546 | New |
| Bruce G. Allen Investments, LLC | 1,270 | $163.1K | 0.13% | +12+1.0% | Added |
| Global Retirement Partners, LLC | 1,255 | $161.1K | 0.01% | +15+1.2% | Added |
| Custom Portfolio Group LLC | 1,243 | $160.2K | 0.13% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,218 | $156.4K | 0.06% | −459−27.4% | Reduced |
| Eagle Bay Advisors LLC | 1,194 | $153.9K | 0.10% | −318−21.0% | Reduced |
| PSI Advisors, LLC | 1,157 | $148.6K | 0.05% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,154 | $148.2K | 0.01% | +19+1.7% | Added |
| HM Payson & Co | 1,000 | $128.4K | 0.00% | −350−25.9% | Reduced |
| Sentry Investment Management LLC | 985 | $126.0K | 0.05% | 00.0% | Unchanged |
| GAMMA Investing LLC | 952 | $122.3K | 0.02% | +43+4.7% | Added |
| Farther Finance Advisors, LLC | 880 | $113.2K | 0.01% | +96+12.2% | Added |
| Penserra Capital Management LLC | 886 | $113.0K | 0.00% | −825−48.2% | Reduced |
| Caldwell Trust Co | 869 | $111.6K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 830 | $106.7K | 0.03% | −43−4.9% | Reduced |
| Federated Hermes, Inc. | 803 | $103.1K | 0.00% | −70−8.0% | Reduced |