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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 794 | $102.0K | 0.00% | +268+51.0% | Added |
| DT Investment Partners, LLC | 719 | $92.3K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 675 | $86.7K | 0.01% | −3−0.4% | Reduced |
| Addison Advisors LLC | 643 | $82.6K | 0.03% | +91+16.5% | Added |
| Advisors Asset Management, Inc. | 595 | $76.4K | 0.00% | +249+72.0% | Added |
| Private Trust Co NA | 561 | $72.0K | 0.01% | +475+552.3% | Added |
| EverSource Wealth Advisors, LLC | 571 | $69.6K | 0.01% | +11+2.0% | Added |
| Capital Advisors, Ltd. LLC | 528 | $68.0K | 0.01% | +6+1.1% | Added |
| Massmutual Trust Co FSB | 522 | $67.0K | 0.00% | −36−6.5% | Reduced |
| Allworth Financial LP | 521 | $66.9K | 0.00% | +47+9.9% | Added |
| Loomis Sayles & Co L P | 505 | $65.0K | 0.00% | +184+57.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 506 | $65.0K | 0.00% | +506 | New |
| Colonial Trust Advisors | 502 | $64.5K | 0.01% | +500+25,000.0% | Added |
| Alta Advisers Ltd | 500 | $64.2K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 491 | $63.1K | 0.00% | +20+4.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 493 | $63.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 484 | $62.2K | 0.01% | +70+16.9% | Added |
| Resources Management Corp | 472 | $61.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 456 | $58.6K | 0.01% | +4+0.9% | Added |
| Pinnacle Financial Partners Inc | 442 | $56.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 434 | $55.7K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 429 | $55.1K | 0.01% | +137+46.9% | Added |
| Operose Advisors LLC | 415 | $53.3K | 0.02% | 00.0% | Unchanged |
| Trust Co | 379 | $48.7K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 379 | $48.7K | 0.00% | +2+0.5% | Added |
| TD Capital Management LLC | 378 | $48.6K | 0.01% | +1+0.3% | Added |
| Laurel Wealth Advisors LLC | 373 | $47.9K | 0.01% | +9+2.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 342 | $43.9K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 333 | $42.9K | 0.02% | +333 | New |
| RFP Financial Group LLC | 323 | $41.5K | 0.02% | 00.0% | Unchanged |
| Westpac Banking Corp | 296 | $38.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 274 | $35.2K | 0.00% | −158−36.6% | Reduced |
| Future Financial Wealth Managment LLC | 259 | $33.3K | 0.03% | +259 | New |
| Ofi Invest Asset Management | 272 | $32.3K | 0.00% | +7+2.6% | Added |
| Riggs Asset Managment Co. Inc. | 250 | $32.1K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 250 | $32.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 239 | $31.0K | 0.02% | +104+77.0% | Added |
| Smithfield Trust Co | 246 | $31.0K | 0.00% | +126+105.0% | Added |
| Zions Bancorporation, N.A. | 239 | $30.7K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 232 | $29.9K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 192 | $24.7K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 187 | $24.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 174 | $22.3K | 0.02% | −19−9.8% | Reduced |
| Naples Money Management LLC | 174 | $22.3K | 0.02% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 172 | $22.2K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 163 | $20.9K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 145 | $18.6K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 141 | $18.1K | 0.01% | +141 | New |
| Capital Analysts, LLC | 139 | $18.0K | 0.00% | +131+1,637.5% | Added |
| Bell Investment Advisors, Inc | 137 | $17.6K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 140 | $17.2K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 134 | $17.2K | 0.00% | +6+4.7% | Added |
| Birchbrook, Inc. | 131 | $16.8K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 124 | $15.9K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 121 | $15.5K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 118 | $14.7K | 0.00% | +8+7.3% | Added |
| MV Capital Management, Inc. | 112 | $14.4K | 0.00% | +2+1.8% | Added |
| Rise Advisors, LLC | 112 | $14.4K | 0.01% | +112 | New |
| Prestige Wealth Management Group LLC | 111 | $14.3K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 105 | $13.5K | 0.01% | +66+169.2% | Added |
| Fortitude Family Office, LLC | 103 | $13.2K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 87 | $11.2K | 0.00% | +2+2.4% | Added |
| GW&K Investment Management, LLC | 86 | $11.0K | 0.00% | −6−6.5% | Reduced |
| Hexagon Capital Partners LLC | 84 | $10.8K | 0.00% | −5−5.6% | Reduced |
| Meeder Asset Management Inc | 82 | $10.5K | 0.00% | +82 | New |
| Quent Capital, LLC | 79 | $10.1K | 0.00% | +1+1.3% | Added |
| AdvisorNet Financial, Inc | 77 | $9.89K | 0.00% | +5+6.9% | Added |
| Cullen/Frost Bankers, Inc. | 71 | $9.12K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 66 | $8.48K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 66 | $8.48K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 63 | $8.09K | 0.00% | +63 | New |
| Anchor Investment Management, LLC | 61 | $7.83K | 0.00% | +61 | New |
| TCTC Holdings, LLC | 60 | $7.71K | 0.00% | +60 | New |
| Venturi Wealth Management, LLC | 59 | $7.58K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 58 | $7.45K | 0.00% | +58 | New |
| Aspect Partners, LLC | 57 | $7.32K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 56 | $7.21K | 0.00% | +56 | New |
| Washington Trust Co | 49 | $6.32K | 0.00% | −1−2.0% | Reduced |
| Clearstead Advisors, LLC | 50 | $6.29K | 0.00% | −29−36.7% | Reduced |
| FSA Wealth Management LLC | 45 | $5.78K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 42 | $5.39K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 41 | $5.28K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 40 | $5.14K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 40 | $5.14K | 0.00% | +19+90.5% | Added |
| 1832 Asset Management L.P. | 39 | $5.01K | 0.00% | +39 | New |
| Key Financial Inc | 37 | $4.75K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 37 | $4.72K | 0.00% | +7+23.3% | Added |
| McIlrath & Eck, LLC | 33 | $4.23K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 34 | $4.00K | 0.00% | +2+6.3% | Added |
| Asset Dedication, LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 31 | $3.98K | 0.00% | −37−54.4% | Reduced |
| Raffa Wealth Management, LLC | 30 | $3.85K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 34 | $3.80K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 28 | $3.60K | 0.00% | −1−3.4% | Reduced |
| SJS Investment Consulting Inc. | 26 | $3.34K | 0.00% | −1−3.7% | Reduced |
| Versant Capital Management, Inc | 25 | $3.21K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 25 | $3.21K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 23 | $2.90K | 0.00% | +20+666.7% | Added |
| Harbour Investments, Inc. | 22 | $2.83K | 0.00% | +5+29.4% | Added |
| Plato Investment Management Ltd | 19 | $2.44K | 0.00% | 00.0% | Unchanged |