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, Q2 2024
Institutional positions in Raymond James Financial Inc as of Jun 30, 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
- 751
- +29 vs. Q1 2024
- Shares held
- 153.9M
- −1.36M (−0.9%) vs. Q1 2024
- Total value
- $18.9B
- −$927.5M (−4.7%) vs. Q1 2024
- New holders
- 80
- 281 more added
- Sold out
- 51
- 246 more reduced
7 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Raymond James Financial Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 21,936,434 | $2.71B | 0.05% | −194,697−0.9% | Reduced |
| BlackRock Inc. | 14,384,431 | $1.78B | 0.04% | −816,689−5.4% | Reduced |
| Primecap Management Co | 12,085,582 | $1.49B | 1.08% | −4,5150.0% | Reduced |
| Wellington Management Group LLP | 9,216,260 | $1.14B | 0.20% | −1,087,342−10.6% | Reduced |
| State Street Corp | 7,920,475 | $979.0M | 0.04% | +77,136+1.0% | Added |
| FMR LLC | 6,527,071 | $806.8M | 0.05% | +46,793+0.7% | Added |
| Geode Capital Management, LLC | 4,338,815 | $534.8M | 0.05% | +59,635+1.4% | Added |
| JPMorgan Chase & Co | 4,056,365 | $501.4M | 0.04% | −1,342,259−24.9% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,881,097 | $479.7M | 0.30% | +17,068+0.4% | Added |
| Agf Management Ltd | 2,580,467 | $319.0M | 1.77% | +378,033+17.2% | Added |
| Earnest Partners LLC | 2,505,369 | $309.7M | 1.45% | +37,173+1.5% | Added |
| Bank of America Corp | 2,284,028 | $282.3M | 0.03% | +52,937+2.4% | Added |
| Norges Bank | 2,279,080 | $281.7M | 0.04% | +52,788+2.4% | Added |
| Massachusetts Financial Services Co | 2,215,996 | $273.9M | 0.08% | +25,494+1.2% | Added |
| Invesco Ltd. | 2,051,643 | $253.6M | 0.05% | −383,031−15.7% | Reduced |
| Dimensional Fund Advisors LP | 2,024,612 | $250.2M | 0.07% | +113,826+6.0% | Added |
| Northern Trust Corp | 1,873,258 | $231.6M | 0.04% | −26,809−1.4% | Reduced |
| APG Asset Management N.V. | 1,874,140 | $216.2M | 0.39% | +38,695+2.1% | Added |
| Morgan Stanley | 1,738,054 | $214.8M | 0.02% | −2,608−0.1% | Reduced |
| Goldman Sachs Group Inc | 1,490,451 | $184.2M | 0.04% | −20,121−1.3% | Reduced |
| First Trust Advisors LP | 1,457,021 | $180.1M | 0.18% | +1,350,283+1,265.0% | Added |
| UBS Asset Management Americas Inc | 1,389,302 | $171.7M | 0.05% | +514,835+58.9% | Added |
| Truist Financial Corp | 1,342,069 | $165.9M | 0.25% | −20,490−1.5% | Reduced |
| Mercer Global Advisors Inc | 1,340,021 | $165.6M | 0.45% | −73,062−5.2% | Reduced |
| Thrivent Financial for Lutherans | 1,323,329 | $163.6M | 0.33% | −163,452−11.0% | Reduced |
| Bank of New York Mellon Corp | 1,320,253 | $163.2M | 0.03% | +9,485+0.7% | Added |
| Legal & General Group Plc | 1,247,128 | $154.2M | 0.04% | +38,683+3.2% | Added |
| Harfst & Associates, Inc. | 1,127,448 | $139.4M | 32.48% | +370.0% | Added |
| Envestnet Asset Management Inc | 1,066,477 | $131.8M | 0.05% | +27,727+2.7% | Added |
| Charles Schwab Investment Management Inc | 1,057,228 | $130.7M | 0.02% | +13,312+1.3% | Added |
| Marshall Wace, LLP | 981,656 | $121.3M | 0.17% | −456,322−31.7% | Reduced |
| Voya Investment Management LLC | 916,529 | $113.3M | 0.11% | +15,857+1.8% | Added |
| SEI Investments Co | 902,501 | $111.6M | 0.16% | +52,587+6.2% | Added |
| Congress Asset Management Co | 897,399 | $110.9M | 0.79% | −32,417−3.5% | Reduced |
| UBS Group AG | 772,285 | $95.5M | 0.03% | +461,187+148.2% | Added |
| Nuveen Asset Management, LLC | 719,670 | $89.0M | 0.03% | +107,968+17.7% | Added |
| Amundi | 663,549 | $80.1M | 0.03% | −84,604−11.3% | Reduced |
| Barclays PLC | 634,411 | $78.4M | 0.04% | +21,961+3.6% | Added |
| Principal Financial Group Inc | 583,265 | $72.1M | 0.04% | −15,540−2.6% | Reduced |
| Deutsche Bank AG | 559,280 | $69.1M | 0.03% | +29,012+5.5% | Added |
| Franklin Resources Inc | 558,853 | $69.1M | 0.02% | +120,206+27.4% | Added |
| New York State Common Retirement Fund | 531,308 | $65.7M | 0.09% | −1,039−0.2% | Reduced |
| Palisade Capital Management LLC | 526,493 | $65.1M | 1.77% | −7,322−1.4% | Reduced |
| Wells Fargo & Company | 518,110 | $64.0M | 0.02% | +11,891+2.3% | Added |
| Premier Fund Managers Ltd | 526,000 | $64.0M | 2.57% | 00.0% | Unchanged |
| HSBC Holdings PLC | 510,707 | $63.0M | 0.04% | +21,519+4.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 466,112 | $57.6M | 0.04% | −33,869−6.8% | Reduced |
| Fiera Capital Corp | 456,281 | $56.4M | 0.17% | +16,670+3.8% | Added |
| Fisher Asset Management, LLC | 440,396 | $54.4M | 0.02% | +20,554+4.9% | Added |
| Baird Financial Group, Inc. | 433,050 | $53.5M | 0.11% | +428,825+10,149.7% | Added |
| Silvercrest Asset Management Group LLC | 419,466 | $51.9M | 0.36% | −6,532−1.5% | Reduced |
| TD Asset Management Inc | 384,327 | $47.5M | 0.04% | +18,356+5.0% | Added |
| Rhumbline Advisers | 382,432 | $47.3M | 0.04% | −21,586−5.3% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 367,292 | $45.4M | 1.51% | −53,232−12.7% | Reduced |
| Price T Rowe Associates Inc | 363,330 | $44.9M | 0.01% | −157,162−30.2% | Reduced |
| Prudential Financial Inc | 336,869 | $41.6M | 0.06% | +16,669+5.2% | Added |
| California Public Employees Retirement System | 333,077 | $41.2M | 0.03% | −9,033−2.6% | Reduced |
| KBC Group NV | 322,106 | $39.8M | 0.12% | −1,596−0.5% | Reduced |
| Raymond James & Associates | 302,854 | $37.4M | 0.02% | −5,509−1.8% | Reduced |
| Davis Asset Management, L.P. | 300,000 | $37.1M | 1.67% | 00.0% | Unchanged |
| Royal Bank of Canada | 299,137 | $37.0M | 0.01% | +19,005+6.8% | Added |
| Iat Reinsurance Co Ltd. | 298,125 | $36.9M | 7.77% | 00.0% | Unchanged |
| National Pension Service | 286,356 | $35.4M | 0.04% | +3,064+1.1% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 280,949 | $34.7M | 2.14% | +451+0.2% | Added |
| Ameriprise Financial Inc | 279,038 | $34.5M | 0.01% | +654+0.2% | Added |
| California State Teachers Retirement System | 276,393 | $34.2M | 0.04% | −9,483−3.3% | Reduced |
| BNP Paribas Arbitrage, SA | 274,327 | $33.9M | 0.04% | +62,590+29.6% | Added |
| Bank of Montreal | 265,811 | $32.9M | 0.02% | +28,339+11.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 260,710 | $32.2M | 0.04% | +32,481+14.2% | Added |
| Clearbridge Investments, LLC | 255,351 | $31.6M | 0.03% | −35,571−12.2% | Reduced |
| Ceredex Value Advisors LLC | 247,950 | $30.6M | 0.58% | +500.0% | Added |
| Macquarie Group Ltd | 241,861 | $29.9M | 0.03% | −27,903−10.3% | Reduced |
| Natixis Advisors, L.P. | 235,927 | $29.2M | 0.06% | −159,294−40.3% | Reduced |
| New York State Teachers Retirement System | 224,518 | $27.8M | 0.06% | +9,852+4.6% | Added |
| Pinnacle Associates Ltd | 221,590 | $27.4M | 0.43% | −4,607−2.0% | Reduced |
| Alliancebernstein L.P. | 212,445 | $26.3M | 0.01% | −91,353−30.1% | Reduced |
| State Board of Administration of Florida Retirement System | 207,114 | $25.6M | 0.05% | −18,217−8.1% | Reduced |
| Raymond James Trust N.A. | 202,221 | $25.0M | 0.59% | +18,968+10.4% | Added |
| Nicholas Company, Inc. | 197,949 | $24.5M | 0.41% | −125−0.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 197,749 | $24.4M | 0.03% | −1,789−0.9% | Reduced |
| Schroder Investment Management Group | 185,029 | $22.9M | 0.03% | +24,582+15.3% | Added |
| Russell Investments Group, Ltd. | 184,532 | $22.8M | 0.04% | +3,190+1.8% | Added |
| Adage Capital Partners GP, L.L.C. | 178,950 | $22.1M | 0.04% | −5,600−3.0% | Reduced |
| FIL Ltd | 168,409 | $20.8M | 0.02% | −57,135−25.3% | Reduced |
| AQR Capital Management LLC | 168,653 | $20.6M | 0.03% | +80,782+91.9% | Added |
| Vaughan Nelson Investment Management, L.P. | 163,141 | $20.2M | 0.19% | −65,160−28.5% | Reduced |
| Gillespie Robinson & Grimm Inc | 161,594 | $20.0M | 1.61% | +17,160+11.9% | Added |
| Basswood Capital Management, L.L.C. | 153,827 | $19.0M | 1.24% | +7,383+5.0% | Added |
| Korea Investment CORP | 152,192 | $18.8M | 0.05% | +87,531+135.4% | Added |
| Philo Smith Capital Corp | 151,500 | $18.7M | 5.27% | 00.0% | Unchanged |
| Citigroup Inc | 136,227 | $16.8M | 0.02% | +6,568+5.1% | Added |
| Royal London Asset Management Ltd | 129,326 | $15.9M | 0.04% | −244−0.2% | Reduced |
| Canada Pension Plan Investment Board | 127,120 | $15.7M | 0.02% | +14,166+12.5% | Added |
| Great West Life Assurance Co | 125,041 | $15.5M | 0.03% | −5,940−4.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 122,605 | $15.2M | 0.02% | −6,611−5.1% | Reduced |
| Qube Research & Technologies Ltd | 121,905 | $15.1M | 0.03% | +82,027+205.7% | Added |
| Victory Capital Management Inc | 120,434 | $14.9M | 0.01% | +1,421+1.2% | Added |
| Manufacturers Life Insurance Company, The | 119,871 | $14.8M | 0.01% | +191+0.2% | Added |
| American Century Companies Inc | 119,003 | $14.7M | 0.01% | +2,531+2.2% | Added |
| Congress Wealth Management LLC | 118,490 | $14.6M | 0.23% | −586−0.5% | Reduced |