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 |
|---|---|---|---|---|---|
| Vident Advisory, LLC | 8,407 | $1.04M | 0.03% | +3,567+73.7% | Added |
| Seven Eight Capital, LP | 8,464 | $1.04M | 0.11% | +2,432+40.3% | Added |
| Consolidated Planning Corp | 8,522 | $1.05M | 0.17% | −55−0.6% | Reduced |
| Chiron Capital Management, LLC | 8,650 | $1.07M | 1.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 8,715 | $1.08M | 0.04% | +75+0.9% | Added |
| West Michigan Advisors, LLC | 8,725 | $1.08M | 0.34% | +40.0% | Added |
| Axq Capital, LP | 8,867 | $1.10M | 0.26% | +8,867 | New |
| Financial Counselors Inc | 8,966 | $1.11M | 0.02% | −79−0.9% | Reduced |
| Gladstone Institutional Advisory LLC | 9,016 | $1.11M | 0.06% | +289+3.3% | Added |
| Gryphon Financial Partners LLC | 9,088 | $1.12M | 0.17% | −47−0.5% | Reduced |
| Moody National Bank Trust Division | 9,346 | $1.16M | 0.09% | −293−3.0% | Reduced |
| Panagora Asset Management Inc | 9,375 | $1.16M | 0.01% | −20.0% | Reduced |
| New Mexico Educational Retirement Board | 9,475 | $1.17M | 0.04% | 00.0% | Unchanged |
| Centiva Capital, LP | 9,565 | $1.18M | 0.06% | +9,565 | New |
| Northwest & Ethical Investments L.P. | 9,702 | $1.20M | 0.03% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 9,786 | $1.21M | 0.04% | 00.0% | Unchanged |
| Commerce Bank | 9,787 | $1.21M | 0.01% | +438+4.7% | Added |
| Oarsman Capital, Inc. | 10,106 | $1.25M | 0.28% | +320+3.3% | Added |
| Montag & Caldwell, LLC | 10,247 | $1.27M | 0.26% | +18+0.2% | Added |
| Keybank National Association | 10,315 | $1.28M | 0.01% | −27−0.3% | Reduced |
| Atlas Wealth LLC | 10,614 | $1.28M | 0.20% | −255−2.3% | Reduced |
| Klingman & Associates, LLC | 10,436 | $1.29M | 0.09% | +27+0.3% | Added |
| Vinva Investment Management Ltd | 10,617 | $1.29M | 0.07% | +4,365+69.8% | Added |
| United Capital Financial Advisers, LLC | 10,497 | $1.30M | 0.01% | −316−2.9% | Reduced |
| Achmea Investment Management B.V. | 10,506 | $1.30M | 0.02% | +4,239+67.6% | Added |
| Louisiana State Employees Retirement System | 10,600 | $1.31M | 0.03% | −400−3.6% | Reduced |
| King Luther Capital Management Corp | 10,611 | $1.31M | 0.01% | −187−1.7% | Reduced |
| Securian Asset Management, Inc | 10,722 | $1.33M | 0.04% | −343−3.1% | Reduced |
| Rockefeller Capital Management L.P. | 10,919 | $1.35M | 0.00% | −10,745−49.6% | Reduced |
| Allen Investment Management LLC | 11,150 | $1.38M | 0.02% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 11,492 | $1.42M | 0.09% | +353+3.2% | Added |
| iA Global Asset Management Inc. | 11,521 | $1.42M | 0.03% | +9,346+429.7% | Added |
| CWM, LLC | 11,528 | $1.43M | 0.01% | +156+1.4% | Added |
| Peak Planning Group, LLC | 11,576 | $1.43M | 0.70% | +11,576 | New |
| Kovitz Investment Group Partners, LLC | 11,618 | $1.44M | 0.01% | +1,450+14.3% | Added |
| Sabal Trust CO | 11,821 | $1.46M | 0.09% | −205−1.7% | Reduced |
| QRG Capital Management, Inc. | 11,956 | $1.48M | 0.02% | −262−2.1% | Reduced |
| Hartford Investment Management Co | 12,070 | $1.49M | 0.05% | −17−0.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 12,296 | $1.52M | 0.04% | 00.0% | Unchanged |
| Tower Bridge Advisors | 12,654 | $1.56M | 0.17% | −9,550−43.0% | Reduced |
| Sherbrooke Park Advisers LLC | 12,655 | $1.56M | 0.27% | +6,753+114.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 12,872 | $1.57M | 0.01% | −14,355−52.7% | Reduced |
| Meridian Wealth Advisors, LLC | 12,669 | $1.57M | 0.28% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 12,787 | $1.58M | 0.00% | +12,787 | New |
| Alpine Woods Capital Investors, LLC | 12,900 | $1.59M | 0.25% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 12,959 | $1.60M | 0.02% | +944+7.9% | Added |
| Phoenix Wealth Advisors | 13,132 | $1.62M | 0.81% | +13,132 | New |
| Stablepoint Partners, LLC | 14,237 | $1.64M | 0.32% | +727+5.4% | Added |
| William B. Walkup & Associates, Inc. | 13,395 | $1.66M | 1.08% | +13,395 | New |
| Cresset Asset Management, LLC | 13,451 | $1.66M | 0.01% | +1,195+9.8% | Added |
| Pacer Advisors, Inc. | 13,499 | $1.67M | 0.00% | +569+4.4% | Added |
| Park Avenue Securities LLC | 13,535 | $1.67M | 0.02% | +802+6.3% | Added |
| M&T Bank Corp | 13,557 | $1.68M | 0.01% | −136−1.0% | Reduced |
| Heritage Wealth Advisors | 13,592 | $1.68M | 0.08% | −44−0.3% | Reduced |
| Candriam Luxembourg S.C.A. | 13,667 | $1.69M | 0.01% | +1,151+9.2% | Added |
| Davis Investment Partners, LLC | 14,197 | $1.72M | 0.71% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 14,058 | $1.74M | 0.05% | −229−1.6% | Reduced |
| CIBC Private Wealth Group, LLC | 15,020 | $1.76M | 0.00% | −2,333−13.4% | Reduced |
| Mizuho Securities USA LLC | 14,387 | $1.78M | 0.04% | +14,387 | New |
| Apollon Wealth Management, LLC | 14,401 | $1.78M | 0.05% | −16−0.1% | Reduced |
| High Net Worth Advisory Group LLC | 14,532 | $1.80M | 0.54% | −99−0.7% | Reduced |
| MBB Public Markets I LLC | 14,597 | $1.80M | 0.04% | +14,597 | New |
| TriaGen Wealth Management LLC | 14,632 | $1.81M | 0.70% | −32−0.2% | Reduced |
| STRS Ohio | 14,733 | $1.82M | 0.01% | −507−3.3% | Reduced |
| Advisor Group Holdings, Inc. | 14,874 | $1.84M | 0.00% | +1,526+11.4% | Added |
| Maryland State Retirement & Pension System | 14,920 | $1.84M | 0.03% | 00.0% | Unchanged |
| White Pine Capital LLC | 14,937 | $1.85M | 0.70% | +150+1.0% | Added |
| Assetmark, Inc | 14,951 | $1.85M | 0.01% | −7,931−34.7% | Reduced |
| 9258 Wealth Management, LLC | 15,026 | $1.86M | 0.29% | 00.0% | Unchanged |
| Empire Life Investments Inc. | 15,027 | $1.86M | 0.12% | +202+1.4% | Added |
| Teachers Retirement System of the State of Kentucky | 15,069 | $1.86M | 0.02% | −434−2.8% | Reduced |
| Millennium Management LLC | 15,634 | $1.93M | 0.00% | −230,999−93.7% | Reduced |
| Aft, Forsyth & Sober, LLC | 15,750 | $1.95M | 0.67% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 15,783 | $1.95M | 0.45% | −1,749−10.0% | Reduced |
| Oregon Public Employees Retirement Fund | 16,033 | $1.98M | 0.04% | 00.0% | Unchanged |
| SPC Financial, Inc. | 16,050 | $1.98M | 0.18% | −800−4.7% | Reduced |
| Nordea Investment Management AB | 16,248 | $2.00M | 0.00% | +620+4.0% | Added |
| UniSuper Management Pty Ltd | 16,354 | $2.02M | 0.02% | +6,219+61.4% | Added |
| Quantinno Capital Management LP | 16,549 | $2.05M | 0.04% | +2,782+20.2% | Added |
| Cerity Partners LLC | 16,612 | $2.05M | 0.01% | −1,596−8.8% | Reduced |
| Gulf International Bank (UK) Ltd | 16,675 | $2.06M | 0.05% | 00.0% | Unchanged |
| We Are One Seven, LLC | 17,020 | $2.10M | 0.10% | +4,982+41.4% | Added |
| Crossmark Global Holdings, Inc. | 17,229 | $2.13M | 0.04% | −96−0.6% | Reduced |
| FORA Capital, LLC | 17,272 | $2.13M | 0.26% | +2,461+16.6% | Added |
| Elo Mutual Pension Insurance Co | 17,337 | $2.14M | 0.05% | −878−4.8% | Reduced |
| Gotham Asset Management, LLC | 17,479 | $2.16M | 0.03% | +402+2.4% | Added |
| O'Shaughnessy Asset Management, LLC | 17,906 | $2.21M | 0.02% | +1,721+10.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 18,458 | $2.28M | 0.01% | +18,458 | New |
| Bessemer Group Inc | 19,033 | $2.35M | 0.00% | −30.0% | Reduced |
| Avantax Advisory Services, Inc. | 19,089 | $2.36M | 0.02% | +19,089 | New |
| First Trust Investment Solutions L.P. | 19,469 | $2.41M | 0.34% | −1,703−8.0% | Reduced |
| TownSquare Capital, LLC | 19,539 | $2.42M | 0.03% | −13,119−40.2% | Reduced |
| HighTower Advisors, LLC | 19,684 | $2.42M | 0.00% | −552−2.7% | Reduced |
| Bank of Nova Scotia | 20,009 | $2.47M | 0.00% | −3,866−16.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 20,069 | $2.48M | 0.01% | +18,027+882.8% | Added |
| Ethic Inc. | 20,255 | $2.50M | 0.06% | +2,500+14.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 20,465 | $2.53M | 0.03% | +219+1.1% | Added |
| Public Employees Retirement Association of Colorado | 20,727 | $2.56M | 0.01% | −699−3.3% | Reduced |
| Janus Henderson Group PLC | 20,913 | $2.59M | 0.00% | −5,983−22.2% | Reduced |
| Daiwa Securities Group Inc. | 21,201 | $2.62M | 0.01% | +1,809+9.3% | Added |