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 |
|---|---|---|---|---|---|
| Financial Insights, Inc. | 2,061 | $254.8K | 0.07% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 2,076 | $256.6K | 0.01% | +77+3.9% | Added |
| Novare Capital Management LLC | 2,080 | $257.1K | 0.02% | −350−14.4% | Reduced |
| Ellevest, Inc. | 2,096 | $259.1K | 0.02% | +2,096 | New |
| Revolve Wealth Partners, LLC | 2,098 | $259.3K | 0.04% | −9−0.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,112 | $261.1K | 0.04% | −16−0.8% | Reduced |
| Canandaigua National Bank & Trust Co | 2,164 | $267.5K | 0.03% | −9−0.4% | Reduced |
| Cadent Capital Advisors, LLC | 2,175 | $268.9K | 0.11% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 2,181 | $269.6K | 0.04% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,227 | $270.8K | 0.04% | +379+20.5% | Added |
| Swiss Life Asset Management Ltd | 2,199 | $271.8K | 0.00% | +2,199 | New |
| CX Institutional | 2,220 | $274.4K | 0.01% | +375+20.3% | Added |
| Berry Wealth Group, LP | 2,221 | $274.5K | 0.22% | +6+0.3% | Added |
| Rehmann Capital Advisory Group | 2,221 | $274.6K | 0.02% | −82−3.6% | Reduced |
| Principle Wealth Partners LLC | 2,225 | $275.0K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 2,237 | $276.5K | 0.00% | +51+2.3% | Added |
| Lake Street Advisors Group, LLC | 2,247 | $277.8K | 0.01% | +30+1.4% | Added |
| Trust Asset Management LLC | 2,261 | $279.5K | 0.02% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 2,267 | $280.2K | 0.01% | −39−1.7% | Reduced |
| Ontario Teachers Pension Plan Board | 2,279 | $281.7K | 0.00% | −1,097−32.5% | Reduced |
| Proequities, Inc. | 2,300 | $284.3K | 0.02% | +27+1.2% | Added |
| Vontobel Holding Ltd. | 2,303 | $284.7K | 0.00% | −504−18.0% | Reduced |
| Alliance Wealth Advisors, LLC | 2,303 | $284.7K | 0.08% | −96−4.0% | Reduced |
| Harbor Investment Advisory, LLC | 2,317 | $286.4K | 0.03% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 2,317 | $286.4K | 0.03% | +2,317 | New |
| Huntington National Bank | 2,321 | $286.9K | 0.00% | +47+2.1% | Added |
| Cornerstone Wealth Group, LLC | 2,333 | $288.4K | 0.03% | +29+1.3% | Added |
| Pine Valley Investments Ltd Liability Co | 2,349 | $290.3K | 0.02% | +770+48.8% | Added |
| Schechter Investment Advisors, LLC | 2,376 | $293.7K | 0.02% | +304+14.7% | Added |
| Simplex Trading, LLC | 2,380 | $294.0K | 0.01% | +2,380 | New |
| Portside Wealth Group, LLC | 2,402 | $296.9K | 0.06% | −1,236−34.0% | Reduced |
| NewEdge Wealth, LLC | 2,404 | $297.2K | 0.01% | −140−5.5% | Reduced |
| Salem Investment Counselors Inc | 2,413 | $298.3K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 2,492 | $303.0K | 0.05% | −38−1.5% | Reduced |
| Walleye Capital LLC | 2,475 | $305.9K | 0.00% | +2,475 | New |
| Personal Cfo Solutions, LLC | 2,488 | $307.5K | 0.05% | −418−14.4% | Reduced |
| Sequoia Financial Advisors, LLC | 2,496 | $308.6K | 0.00% | +343+15.9% | Added |
| Clarus Group, Inc. | 2,500 | $309.0K | 0.14% | −502−16.7% | Reduced |
| Edmp, Inc. | 2,500 | $309.0K | 0.28% | +43+1.8% | Added |
| Legacy Wealth Asset Management, LLC | 2,523 | $311.9K | 0.09% | +59+2.4% | Added |
| Checchi Capital Advisers, LLC | 2,528 | $312.5K | 0.02% | −20−0.8% | Reduced |
| Blue Chip Partners, Inc. | 2,535 | $313.3K | 0.03% | +10+0.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,543 | $314.4K | 0.01% | +2,543 | New |
| Essex Financial Services, Inc. | 2,887 | $314.4K | 0.02% | −106−3.5% | Reduced |
| Dynamic Advisor Solutions LLC | 2,546 | $314.8K | 0.01% | −176−6.5% | Reduced |
| Calton & Associates, Inc. | 2,550 | $315.2K | 0.16% | −65−2.5% | Reduced |
| Phillips Wealth Planners LLC | 2,653 | $317.8K | 0.34% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2,580 | $318.9K | 0.01% | −17−0.7% | Reduced |
| Bleakley Financial Group, LLC | 2,587 | $319.7K | 0.01% | −16−0.6% | Reduced |
| Drive Wealth Management, LLC | 2,606 | $322.1K | 0.09% | +54+2.1% | Added |
| Hamilton Capital Partners Inc. | 2,653 | $327.9K | 0.04% | −580−17.9% | Reduced |
| Flagship Harbor Advisors, LLC | 2,660 | $328.7K | 0.02% | +10.0% | Added |
| Symmetry Partners, LLC | 2,668 | $330.0K | 0.02% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 2,679 | $330.2K | 0.01% | +2,679 | New |
| Ostrum Asset Management | 2,684 | $331.8K | 0.03% | −209−7.2% | Reduced |
| Nomura Holdings Inc | 2,697 | $333.4K | 0.00% | −10,496−79.6% | Reduced |
| MTM Investment Management, LLC | 2,700 | $333.7K | 0.14% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,714 | $335.5K | 0.01% | −87−3.1% | Reduced |
| Evercore Wealth Management, LLC | 2,728 | $337.2K | 0.01% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,759 | $341.0K | 0.01% | +85+3.2% | Added |
| Bridgewater Associates, LP | 2,775 | $343.0K | 0.00% | +2,775 | New |
| Level Four Advisory Services, LLC | 2,781 | $343.8K | 0.02% | −16,642−85.7% | Reduced |
| Wetherby Asset Management Inc | 2,817 | $348.2K | 0.02% | +49+1.8% | Added |
| Samalin Investment Counsel, LLC | 2,922 | $361.3K | 0.17% | +658+29.1% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,925 | $361.6K | 0.05% | 00.0% | Unchanged |
| MQS Management LLC | 2,929 | $362.1K | 0.22% | +2,929 | New |
| Leuthold Group, LLC | 2,946 | $364.2K | 0.04% | +2,946 | New |
| Northwestern Mutual Wealth Management Co | 2,965 | $366.5K | 0.00% | +404+15.8% | Added |
| Horizon Investments, LLC | 2,977 | $366.6K | 0.01% | +333+12.6% | Added |
| Private Advisor Group, LLC | 3,002 | $371.1K | 0.00% | +320+11.9% | Added |
| Norden Group LLC | 3,003 | $371.2K | 0.08% | −1,436−32.3% | Reduced |
| Quad-Cities Investment Group, LLC | 3,008 | $371.8K | 0.21% | +10+0.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,045 | $376.4K | 0.04% | +64+2.1% | Added |
| Great Lakes Retirement, Inc. | 3,062 | $378.5K | 0.05% | −177−5.5% | Reduced |
| Novak & Powell Financial Services, Inc. | 3,073 | $379.8K | 0.24% | −3−0.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,111 | $384.6K | 0.02% | +260+9.1% | Added |
| Stonebrook Private Inc. | 3,191 | $394.5K | 0.11% | +81+2.6% | Added |
| Empowered Funds, LLC | 3,211 | $395.5K | 0.01% | +352+12.3% | Added |
| Collective Family Office LLC | 3,200 | $395.6K | 0.12% | 00.0% | Unchanged |
| Intech Investment Management LLC | 3,291 | $406.8K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 3,370 | $411.0K | 0.03% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 3,341 | $413.0K | 0.11% | −111−3.2% | Reduced |
| Waterloo Capital, L.P. | 3,370 | $416.6K | 0.05% | −1,052−23.8% | Reduced |
| Aspen Grove Capital, LLC | 3,383 | $418.2K | 0.10% | 00.0% | Unchanged |
| Vestcor Inc | 3,400 | $420.0K | 0.01% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 3,398 | $420.0K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 3,422 | $423.0K | 0.01% | −2,050−37.5% | Reduced |
| Belpointe Asset Management LLC | 3,435 | $424.6K | 0.03% | +3,435 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,455 | $427.1K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 3,457 | $427.3K | 0.02% | +3,457 | New |
| Agate Pass Investment Management, LLC | 3,468 | $428.7K | 0.23% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 3,500 | $432.6K | 0.01% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 3,508 | $433.6K | 0.03% | −149−4.1% | Reduced |
| Argus Investors' Counsel, Inc. | 3,509 | $433.7K | 0.27% | −172−4.7% | Reduced |
| Pitcairn Co | 3,538 | $437.3K | 0.03% | +420+13.5% | Added |
| Fulton Bank, N.A. | 3,571 | $441.4K | 0.02% | −109−3.0% | Reduced |
| Inceptionr LLC | 3,587 | $441.8K | 0.12% | +3,587 | New |
| Guinness Asset Management LTD | 3,618 | $447.2K | 0.01% | −308−7.8% | Reduced |
| Ronald Blue Trust, Inc. | 3,510 | $450.8K | 0.01% | +830+31.0% | Added |
| IFP Advisors, Inc | 3,704 | $458.0K | 0.02% | +355+10.6% | Added |