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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.

Institutional holdersQ2 2024: 751 institutions
Q1 2021: 552 institutionsQ2 2021: 565 institutionsQ3 2021: 583 institutionsQ4 2021: 638 institutionsQ1 2022: 664 institutionsQ2 2022: 657 institutionsQ3 2022: 666 institutionsQ4 2022: 701 institutionsQ1 2023: 664 institutionsQ2 2023: 644 institutionsQ3 2023: 658 institutionsQ4 2023: 720 institutionsQ1 2024: 729 institutionsQ2 2024: 751 institutionsQ3 2024: 768 institutionsQ4 2024: 840 institutionsQ1 2025: 858 institutionsQ2 2025: 857 institutionsQ3 2025: 894 institutionsQ4 2025: 936 institutionsQ1 2026: 925 institutionsQ2 2026: 904 institutions
Value heldQ2 2024: $18.9B
Q1 2021: $12.3BQ2 2021: $13.2BQ3 2021: $14.0BQ4 2021: $15.5BQ1 2022: $17.3BQ2 2022: $14.3BQ3 2022: $16.1BQ4 2022: $17.5BQ1 2023: $14.8BQ2 2023: $16.5BQ3 2023: $15.7BQ4 2023: $17.4BQ1 2024: $19.9BQ2 2024: $18.9BQ3 2024: $19.1BQ4 2024: $23.9BQ1 2025: $21.8BQ2 2025: $23.8BQ3 2025: $26.0BQ4 2025: $24.6BQ1 2026: $22.0BQ2 2026: $23.1B
Institutions holding RJF and their total value by quarter
QuarterHoldersValue
Q2 2026904$23.1B
Q1 2026925$22.0B
Q4 2025936$24.6B
Q3 2025894$26.0B
Q2 2025857$23.8B
Q1 2025858$21.8B
Q4 2024840$23.9B
Q3 2024768$19.1B
Q2 2024751$18.9B
Q1 2024729$19.9B
Q4 2023720$17.4B
Q3 2023658$15.7B
Q2 2023644$16.5B
Q1 2023664$14.8B
Q4 2022701$17.5B
Q3 2022666$16.1B
Q2 2022657$14.3B
Q1 2022664$17.3B
Q4 2021638$15.5B
Q3 2021583$14.0B
Q2 2021565$13.2B
Q1 2021552$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.

Institutions holding RJF in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$20.00%0Unchanged
DHJJ Financial Advisors, Ltd.0$150.00%0Unchanged
Y.D. More Investments Ltd100$330.00%+100New
Sandy Spring Bank0$410.00%0New
Highline Wealth Partners LLC2$2470.00%+2New
Rosenberg Matthew Hamilton3$3700.00%00.0%Unchanged
MCF Advisors LLC3$3710.00%00.0%Unchanged
WestEnd Advisors, LLC3$3710.00%+2+200.0%Added
NVWM, LLC4$4940.00%00.0%Unchanged
Hexagon Capital Partners LLC4$4950.00%−80−95.2%Reduced
Carolinas Wealth Consulting LLC5$6190.00%00.0%Unchanged
JJJ Advisors Inc.5$6190.00%00.0%Unchanged
Wolff Wiese Magana LLC5$6190.00%00.0%Unchanged
West Paces Advisors Inc.6$7420.00%00.0%Unchanged
Innealta Capital, LLC8$9890.00%+8New
Lazard Asset Management LLC10$1.00K0.00%+10New
Bank of New Hampshire10$1.24K0.00%00.0%Unchanged
TFC Financial Management10$1.24K0.00%00.0%Unchanged
Fuller & Thaler Asset Management, Inc.11$1.36K0.00%00.0%Unchanged
Johnson Financial Group, Inc.11$1.36K0.00%+11New
Ashton Thomas Private Wealth, LLC14$1.73K0.00%+14New
C M Bidwell & Associates Ltd16$1.98K0.00%00.0%Unchanged
Baldwin Brothers Inc17$2.10K0.00%+17New
Dunhill Financial, LLC17$2.11K0.00%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.17$2.18K0.00%00.0%Unchanged
Spire Wealth Management18$2.22K0.00%+4+28.6%Added
Jackson, Grant Investment Advisers, Inc.18$2.23K0.00%00.0%Unchanged
Unique Wealth Strategies, LLC18$2.31K0.00%+18New
Albion Financial Group19$2.35K0.00%00.0%Unchanged
Plato Investment Management Ltd19$2.35K0.00%00.0%Unchanged
Continuum Advisory, LLC19$2.35K0.00%00.0%Unchanged
Geneos Wealth Management Inc.21$2.60K0.00%−19−47.5%Reduced
International Assets Investment Management, LLC24$2.97K0.00%+24New
Avion Wealth27$3.00K0.00%+12+80.0%Added
SJS Investment Consulting Inc.26$3.21K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC27$3.34K0.00%−479−94.7%Reduced
Abound Wealth Management28$3.46K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.29$3.58K0.00%+4+16.0%Added
Raffa Wealth Management, LLC30$3.71K0.00%00.0%Unchanged
Asset Dedication, LLC30$3.71K0.00%00.0%Unchanged
Valued Wealth Advisors LLC30$3.71K0.00%+12+66.7%Added
Beaird Harris Wealth Management, LLC31$3.83K0.00%00.0%Unchanged
New Millennium Group LLC32$3.98K0.00%+32New
Capital Analysts, LLC32$4.00K0.00%−107−77.0%Reduced
Triad Wealth Partners, LLC33$4.08K0.00%+33New
Crewe Advisors LLC33$4.08K0.00%+33New
McIlrath & Eck, LLC33$4.09K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.34$4.22K0.00%−7−17.1%Reduced
Opal Wealth Advisors, LLC36$4.45K0.00%+36New
Washington Trust Advisors, Inc.37$4.54K0.00%00.0%Unchanged
Sachetta, LLC40$4.62K0.00%+6+17.6%Added
Kayne Anderson Rudnick Investment Management LLC40$4.94K0.00%00.0%Unchanged
Financial Management Professionals, Inc.39$5.00K0.00%+5+14.7%Added
Washington Trust Co49$6.11K0.00%00.0%Unchanged
Larson Financial Group LLC53$6.59K0.00%+43+430.0%Added
Creekmur Asset Management LLC56$6.92K0.00%+56New
Aspect Partners, LLC57$7.05K0.00%00.0%Unchanged
Pacific Center for Financial Services58$7.17K0.00%00.0%Unchanged
TCTC Holdings, LLC60$7.42K0.00%00.0%Unchanged
Anchor Investment Management, LLC61$7.54K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.61$7.54K0.00%+61New
Key Financial Inc62$7.66K0.00%+25+67.6%Added
First Financial Corp63$7.79K0.00%00.0%Unchanged
Harbour Investments, Inc.63$7.79K0.00%+41+186.4%Added
Creative Financial Designs Inc66$8.16K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC66$8.16K0.00%00.0%Unchanged
Elequin Capital LP75$9.27K0.00%+75New
AdvisorNet Financial, Inc77$9.52K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.78$9.64K0.00%+7+9.9%Added
Indiana Trust & Investment Management CO85$10.5K0.00%+85New
Private Wealth Management Group, LLC87$10.8K0.00%+45+107.1%Added
Cornerstone Planning Group LLC102$10.9K0.00%−16−13.6%Reduced
Hobbs Group Advisors, LLC90$11.1K0.00%+90New
GW&K Investment Management, LLC98$12.0K0.00%+12+14.0%Added
Fortitude Family Office, LLC103$12.7K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.109$13.5K0.00%+109New
Prestige Wealth Management Group LLC111$13.7K0.00%00.0%Unchanged
Rise Advisors, LLC112$13.9K0.01%00.0%Unchanged
Raleigh Capital Management Inc.113$14.0K0.01%+8+7.6%Added
MV Capital Management, Inc.114$14.1K0.00%+2+1.8%Added
Farmers & Merchants Investments Inc121$15.0K0.00%00.0%Unchanged
Quent Capital, LLC121$15.0K0.00%+42+53.2%Added
LGT Financial Advisors LLC124$15.3K0.03%00.0%Unchanged
Birchbrook, Inc.131$16.2K0.01%00.0%Unchanged
Versant Capital Management, Inc135$16.7K0.00%+110+440.0%Added
Bell Investment Advisors, Inc137$16.9K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc139$17.2K0.00%+139New
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna140$17.3K0.01%00.0%Unchanged
Princeton Global Asset Management LLC145$17.9K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.150$18.5K0.00%+94+167.9%Added
First Community Trust NA163$20.1K0.02%00.0%Unchanged
Naples Money Management LLC174$21.4K0.02%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.173$21.4K0.01%+1+0.6%Added
Kelly Financial Services LLC186$23.0K0.01%+45+31.9%Added
Valley National Advisers Inc192$23.0K0.00%+5+2.7%Added
Deseret Mutual Benefit Administrators192$23.7K0.01%00.0%Unchanged
Venturi Wealth Management, LLC197$24.4K0.00%+138+233.9%Added
Zions Bancorporation, N.A.208$25.7K0.00%−31−13.0%Reduced
Covestor Ltd214$26.0K0.02%−25−10.5%Reduced
Livforsakringsbolaget Skandia, Omsesidigt232$28.7K0.00%00.0%Unchanged