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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 248 | $28.7K | 0.00% | −323−56.6% | Reduced |
| Quarry LP | 233 | $28.8K | 0.01% | +233 | New |
| Ofi Invest Asset Management | 264 | $30.4K | 0.00% | −8−2.9% | Reduced |
| Riggs Asset Managment Co. Inc. | 250 | $30.9K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 250 | $30.9K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 274 | $33.9K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 287 | $35.0K | 0.00% | +41+16.7% | Added |
| Clearstead Advisors, LLC | 285 | $35.2K | 0.00% | +235+470.0% | Added |
| TD Private Client Wealth LLC | 311 | $38.4K | 0.00% | −5,597−94.7% | Reduced |
| RFP Financial Group LLC | 323 | $39.9K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 330 | $40.8K | 0.01% | −3−0.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 342 | $42.3K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 350 | $43.3K | 0.00% | +263+302.3% | Added |
| Laurel Wealth Advisors LLC | 373 | $46.1K | 0.01% | 00.0% | Unchanged |
| Trust Co | 379 | $46.8K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 379 | $46.9K | 0.00% | +1+0.3% | Added |
| Private Trust Co NA | 386 | $47.7K | 0.01% | −175−31.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 400 | $49.4K | 0.01% | +400 | New |
| Umb Bank N A | 410 | $50.7K | 0.00% | +31+8.2% | Added |
| Operose Advisors LLC | 415 | $51.3K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 429 | $53.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 434 | $53.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 508 | $55.2K | 0.00% | −13−2.5% | Reduced |
| CVA Family Office, LLC | 456 | $56.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 442 | $56.8K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 464 | $57.4K | 0.03% | +464 | New |
| Resources Management Corp | 472 | $58.0K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 476 | $58.8K | 0.00% | +476 | New |
| Manchester Capital Management LLC | 479 | $59.2K | 0.01% | +345+257.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 493 | $61.0K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $61.8K | 0.03% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 500 | $61.8K | 0.01% | +500 | New |
| Rothschild Investment LLC | 505 | $62.4K | 0.00% | +14+2.9% | Added |
| Capital Advisors, Ltd. LLC | 526 | $65.0K | 0.01% | −2−0.4% | Reduced |
| HM Payson & Co | 550 | $68.0K | 0.00% | −450−45.0% | Reduced |
| Parkside Financial Bank & Trust | 553 | $68.4K | 0.01% | +69+14.3% | Added |
| Family Firm, Inc. | 555 | $68.7K | 0.02% | +555 | New |
| Delta Asset Management LLC | 600 | $74.2K | 0.01% | −75−11.1% | Reduced |
| Westpac Banking Corp | 623 | $77.0K | 0.01% | +327+110.5% | Added |
| Loomis Sayles & Co L P | 634 | $78.0K | 0.00% | +129+25.5% | Added |
| Addison Advisors LLC | 672 | $83.1K | 0.03% | +29+4.5% | Added |
| Advisors Asset Management, Inc. | 695 | $85.9K | 0.00% | +100+16.8% | Added |
| Massmutual Trust Co FSB | 695 | $85.9K | 0.00% | +173+33.1% | Added |
| Federated Hermes, Inc. | 699 | $86.4K | 0.00% | −104−13.0% | Reduced |
| Eagle Bay Advisors LLC | 701 | $86.6K | 0.05% | −493−41.3% | Reduced |
| DT Investment Partners, LLC | 719 | $88.9K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 818 | $101.0K | 0.04% | −167−17.0% | Reduced |
| Ci Investments Inc. | 817 | $101.0K | 0.00% | +23+2.9% | Added |
| Arlington Trust Co LLC | 830 | $102.7K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 869 | $107.4K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 894 | $110.0K | 0.00% | +8+0.9% | Added |
| Farther Finance Advisors, LLC | 920 | $113.4K | 0.01% | +40+4.5% | Added |
| Park Place Capital Corp | 1,013 | $125.2K | 0.04% | −205−16.8% | Reduced |
| PSI Advisors, LLC | 1,157 | $143.0K | 0.05% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,200 | $148.3K | 0.01% | +46+4.0% | Added |
| Custom Portfolio Group LLC | 1,243 | $154.2K | 0.12% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,265 | $156.4K | 0.13% | −5−0.4% | Reduced |
| GAMMA Investing LLC | 1,342 | $165.9K | 0.02% | +390+41.0% | Added |
| PGGM Investments | 1,350 | $167.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,380 | $170.6K | 0.01% | −284−17.1% | Reduced |
| Quadrant Capital Group LLC | 1,485 | $183.6K | 0.01% | +102+7.4% | Added |
| Deane Retirement Strategies, Inc. | 1,507 | $186.3K | 0.10% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 1,733 | $200.0K | 0.01% | +115+7.1% | Added |
| DRW Securities, LLC | 1,626 | $200.4K | 0.01% | +1,626 | New |
| Moseley Investment Management Inc | 1,645 | $203.3K | 0.09% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,585 | $203.5K | 0.00% | +39+2.5% | Added |
| Wedmont Private Capital | 1,683 | $203.7K | 0.01% | +1,683 | New |
| Meeder Advisory Services, Inc. | 1,695 | $209.5K | 0.01% | +1,695 | New |
| South Dakota Investment Council | 1,700 | $210.0K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,713 | $211.7K | 0.07% | −183−9.7% | Reduced |
| Legacy Advisors, LLC | 1,715 | $212.0K | 0.03% | +15+0.9% | Added |
| State of Wyoming | 1,715 | $212.0K | 0.03% | +34+2.0% | Added |
| Atria Wealth Solutions, Inc. | 1,726 | $213.3K | 0.00% | −2,471−58.9% | Reduced |
| Sax Wealth Advisors, LLC | 1,732 | $214.1K | 0.02% | +22+1.3% | Added |
| Dynasty Wealth Management, LLC | 1,757 | $217.1K | 0.01% | +1,757 | New |
| Parallel Advisors, LLC | 1,772 | $219.0K | 0.01% | +37+2.1% | Added |
| AXA S.A. | 1,772 | $219.0K | 0.00% | +20+1.1% | Added |
| Principal Securities, Inc. | 1,774 | $219.3K | 0.01% | +57+3.3% | Added |
| Ballentine Partners, LLC | 1,776 | $219.5K | 0.00% | −45−2.5% | Reduced |
| Central Trust Co | 1,786 | $220.8K | 0.01% | +1+0.1% | Added |
| RBA Wealth Management, LLC | 1,788 | $221.0K | 0.09% | −17−0.9% | Reduced |
| First Bank & Trust | 1,807 | $223.4K | 0.05% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,809 | $223.6K | 0.01% | +1,809 | New |
| Global Retirement Partners, LLC | 1,822 | $225.3K | 0.01% | +567+45.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,827 | $225.8K | 0.06% | −5−0.3% | Reduced |
| Allred Capital Management, LLC | 1,835 | $226.8K | 0.09% | +35+1.9% | Added |
| Southeast Asset Advisors Inc. | 1,846 | $228.2K | 0.03% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 1,857 | $229.5K | 0.00% | −265−12.5% | Reduced |
| J. W. Coons Advisors, LLC | 1,872 | $231.4K | 0.06% | +1,872 | New |
| Boston Private Wealth LLC | 1,875 | $231.8K | 0.01% | −205−9.9% | Reduced |
| Bridgefront Capital, LLC | 1,883 | $232.8K | 0.10% | +1,883 | New |
| Family Wealth Group, LLC | 1,896 | $234.4K | 0.24% | +28+1.5% | Added |
| Synovus Financial Corp | 1,936 | $239.3K | 0.00% | −40−2.0% | Reduced |
| Stratos Wealth Partners, LTD. | 1,949 | $241.0K | 0.00% | −162−7.7% | Reduced |
| Cigna Investments Inc | 1,963 | $243.0K | 0.05% | −40−2.0% | Reduced |
| Driehaus Capital Management LLC | 1,977 | $244.4K | 0.00% | +1,977 | New |
| Arthur M. Cohen & Associates, LLC | 2,000 | $247.2K | 0.05% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 2,014 | $249.0K | 0.19% | +37+1.9% | Added |
| Confluence Wealth Services, Inc. | 2,023 | $250.0K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,035 | $251.5K | 0.01% | 00.0% | Unchanged |