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 |
|---|---|---|---|---|---|
| Natixis Investment Managers International | 3,777 | $466.9K | 0.03% | −1,640−30.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,836 | $474.0K | 0.01% | −1,600−29.4% | Reduced |
| GTS Securities LLC | 3,838 | $474.4K | 0.01% | +3,838 | New |
| Greenleaf Trust | 3,924 | $485.0K | 0.00% | +15+0.4% | Added |
| McMahon Financial Advisors, LLC | 3,946 | $487.8K | 0.11% | −4,510−53.3% | Reduced |
| Shulman DeMeo Asset Management LLC | 3,966 | $490.3K | 0.13% | +56+1.4% | Added |
| Great Valley Advisor Group, Inc. | 3,972 | $491.0K | 0.01% | +112+2.9% | Added |
| NJ State Employees Deferred Compensation Plan | 4,000 | $494.4K | 0.06% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 4,000 | $494.4K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 4,016 | $496.4K | 0.00% | −2,938−42.2% | Reduced |
| Tectonic Advisors LLC | 4,100 | $506.8K | 0.04% | +356+9.5% | Added |
| V-Square Quantitative Management LLC | 4,116 | $508.8K | 0.08% | −425−9.4% | Reduced |
| Johnson Investment Counsel Inc | 4,141 | $511.9K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 4,164 | $514.7K | 0.01% | +238+6.1% | Added |
| Simplicity Wealth,LLC | 4,218 | $521.3K | 0.01% | +1,615+62.0% | Added |
| Global Financial Private Client, LLC | 4,282 | $529.3K | 0.22% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 4,303 | $531.8K | 0.02% | +20.0% | Added |
| Investment Management Corp of Ontario | 4,326 | $534.7K | 0.01% | +1,100+34.1% | Added |
| Harrell Investment Partners, LLC | 4,334 | $535.8K | 0.16% | −42−1.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 4,369 | $540.0K | 0.00% | −1,291−22.8% | Reduced |
| Veriti Management LLC | 4,547 | $562.0K | 0.03% | +704+18.3% | Added |
| Atlanta Consulting Group Advisors, LLC | 4,552 | $562.7K | 0.12% | 00.0% | Unchanged |
| Ieq Capital, LLC | 4,559 | $563.5K | 0.01% | +456+11.1% | Added |
| Dock Street Asset Management Inc | 4,581 | $566.3K | 0.08% | −398−8.0% | Reduced |
| RMB Capital Management, LLC | 4,609 | $569.7K | 0.01% | −4,542−49.6% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 4,645 | $574.2K | 0.13% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 4,647 | $574.4K | 0.12% | −288−5.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 4,778 | $590.6K | 0.00% | −517−9.8% | Reduced |
| First Eagle Investment Management, LLC | 4,807 | $594.2K | 0.00% | +1,557+47.9% | Added |
| WBI Investments | 4,837 | $597.9K | 0.14% | +4,837 | New |
| Assenagon Asset Management S.A. | 4,848 | $599.3K | 0.00% | +256+5.6% | Added |
| Swedbank AB | 4,904 | $606.2K | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 4,930 | $609.4K | 0.01% | −44,754−90.1% | Reduced |
| Forum Financial Management, LP | 5,006 | $618.8K | 0.01% | +32+0.6% | Added |
| Squarepoint Ops LLC | 5,055 | $624.8K | 0.00% | −47−0.9% | Reduced |
| Covenant Partners, LLC | 5,093 | $629.5K | 0.19% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 5,098 | $630.2K | 0.05% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 5,114 | $632.0K | 0.00% | +135+2.7% | Added |
| Intrust Bank NA | 5,122 | $633.1K | 0.07% | +144+2.9% | Added |
| Bill Few Associates, Inc. | 5,195 | $642.2K | 0.25% | −250−4.6% | Reduced |
| Principal Street Partners, LLC | 5,272 | $651.7K | 0.12% | −147−2.7% | Reduced |
| Catalyst Capital Advisors LLC | 5,565 | $687.9K | 0.02% | −1,650−22.9% | Reduced |
| Signature Wealth Management Group | 5,638 | $696.9K | 0.31% | −86−1.5% | Reduced |
| Wedbush Securities Inc | 5,664 | $700.0K | 0.03% | +10.0% | Added |
| MGB Wealth Management, LLC | 5,803 | $702.5K | 0.26% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 5,700 | $704.6K | 0.03% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 5,705 | $705.2K | 0.03% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 5,737 | $708.0K | 0.00% | +5,737 | New |
| HBK Sorce Advisory LLC | 5,735 | $708.9K | 0.02% | −195−3.3% | Reduced |
| Kestra Advisory Services, LLC | 5,738 | $709.3K | 0.00% | +1,077+23.1% | Added |
| Wetzel Investment Advisors, Inc. | 5,529 | $710.0K | 0.41% | +500+9.9% | Added |
| Schonfeld Strategic Advisors LLC | 5,820 | $719.4K | 0.01% | −20,042−77.5% | Reduced |
| CAPROCK Group, Inc. | 5,892 | $728.3K | 0.03% | +5,892 | New |
| Quantbot Technologies LP | 5,917 | $731.4K | 0.04% | +5,917 | New |
| Northwestern Mutual Investment Management Company, LLC | 5,937 | $733.9K | 0.02% | −32−0.5% | Reduced |
| Balyasny Asset Management LLC | 5,968 | $737.7K | 0.00% | −17,051−74.1% | Reduced |
| Tranquility Partners, LLC | 5,973 | $738.3K | 0.28% | +783+15.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,017 | $743.8K | 0.05% | −191−3.1% | Reduced |
| Metis Global Partners, LLC | 6,033 | $745.7K | 0.03% | −95−1.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,105 | $754.6K | 0.03% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,151 | $760.3K | 0.01% | −137−2.2% | Reduced |
| Empirical Finance, LLC | 6,152 | $760.4K | 0.05% | −461−7.0% | Reduced |
| Gilliland Jeter Wealth Management LLC | 6,237 | $770.9K | 0.26% | +96+1.6% | Added |
| Staley Capital Advisers Inc | 6,250 | $772.6K | 0.04% | 00.0% | Unchanged |
| National Asset Management, Inc. | 6,384 | $789.1K | 0.02% | +1,687+35.9% | Added |
| Yorktown Management & Research Co Inc | 6,450 | $797.3K | 0.86% | 00.0% | Unchanged |
| Prudential PLC | 6,459 | $798.4K | 0.01% | −750−10.4% | Reduced |
| NEOS Investment Management LLC | 6,489 | $799.2K | 0.03% | +1,992+44.3% | Added |
| Wealthspire Advisors, LLC | 6,507 | $804.3K | 0.01% | +502+8.4% | Added |
| Toroso Investments, LLC | 6,523 | $806.3K | 0.01% | +1,779+37.5% | Added |
| Snowden Capital Advisors LLC | 6,537 | $808.0K | 0.02% | −475−6.8% | Reduced |
| Intact Investment Management Inc. | 6,600 | $815.8K | 0.03% | +6,600 | New |
| Virtus ETF Advisers LLC | 6,612 | $817.3K | 0.40% | +6,612 | New |
| Muirfield Wealth Advisors LLC | 6,652 | $822.3K | 0.77% | +15+0.2% | Added |
| Fox Run Management, L.L.C. | 6,660 | $823.2K | 0.15% | +6,660 | New |
| Norinchukin Bank, The | 6,684 | $826.2K | 0.02% | +87+1.3% | Added |
| Bradley Foster & Sargent Inc | 6,715 | $830.0K | 0.01% | 00.0% | Unchanged |
| Ossiam | 6,787 | $838.9K | 0.02% | −1,899−21.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,809 | $841.7K | 0.01% | −167−2.4% | Reduced |
| Quest Partners LLC | 6,865 | $848.6K | 0.12% | +6,865 | New |
| Omers Administration Corp | 6,925 | $856.0K | 0.01% | +6,925 | New |
| Lido Advisors, LLC | 6,956 | $859.9K | 0.01% | +62+0.9% | Added |
| Skylands Capital, LLC | 6,987 | $860.5K | 0.12% | −400−5.4% | Reduced |
| Tower Research Capital LLC (TRC) | 7,221 | $892.6K | 0.02% | +2,005+38.4% | Added |
| Cumberland Partners Ltd | 7,300 | $902.4K | 0.07% | +1,700+30.4% | Added |
| Cavalier Investments, LLC | 7,332 | $906.3K | 0.28% | +217+3.0% | Added |
| Saturna Capital CORP | 7,352 | $908.8K | 0.01% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 7,357 | $909.4K | 0.00% | +538+7.9% | Added |
| D. E. Shaw & Co., Inc. | 7,396 | $914.2K | 0.00% | +7,396 | New |
| Stephens Inc | 7,423 | $917.6K | 0.01% | +35+0.5% | Added |
| Capital Investment Advisors, LLC | 7,508 | $928.1K | 0.02% | +8+0.1% | Added |
| Paradigm Asset Management Co LLC | 7,700 | $951.8K | 0.27% | +7,700 | New |
| Formidable Asset Management, LLC | 7,819 | $966.5K | 0.16% | +21+0.3% | Added |
| Gateway Investment Advisers LLC | 7,938 | $981.2K | 0.01% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 7,966 | $984.7K | 0.14% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 8,108 | $985.9K | 0.01% | +2,952+57.3% | Added |
| Brevan Howard Capital Management LP | 8,090 | $1.00M | 0.07% | +8,090 | New |
| One + One Wealth Management, LLC | 8,129 | $1.00M | 0.58% | −272−3.2% | Reduced |
| Signaturefd, LLC | 8,341 | $1.03M | 0.02% | +36+0.4% | Added |
| XTX Topco Ltd | 8,351 | $1.03M | 0.09% | +6,649+390.7% | Added |