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 |
|---|---|---|---|---|---|
| GYL Financial Synergies, LLC | 21,257 | $2.63M | 0.20% | −144−0.7% | Reduced |
| Kaydan Wealth Management, Inc. | 21,375 | $2.64M | 0.94% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 21,376 | $2.64M | 0.01% | −3,413−13.8% | Reduced |
| MML Investors Services, LLC | 22,369 | $2.77M | 0.01% | −1,875−7.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 22,744 | $2.81M | 0.24% | −4,295−15.9% | Reduced |
| GWM Advisors LLC | 22,746 | $2.81M | 0.02% | −2,064−8.3% | Reduced |
| Nissay Asset Management Corp | 22,992 | $2.84M | 0.02% | +490+2.2% | Added |
| Cetera Investment Advisers | 23,013 | $2.84M | 0.01% | +1,357+6.3% | Added |
| Sanctuary Advisors, LLC | 23,356 | $2.85M | 0.02% | +23,356 | New |
| CI Private Wealth, LLC | 23,131 | $2.86M | 0.00% | +3,472+17.7% | Added |
| Neuberger Berman Group LLC | 23,287 | $2.87M | 0.00% | +202+0.9% | Added |
| HST Ventures, LLC | 23,436 | $2.90M | 1.31% | +23,436 | New |
| Wellspring Financial Advisors, LLC | 23,548 | $2.91M | 0.40% | +20+0.1% | Added |
| Mackenzie Financial Corp | 23,581 | $2.91M | 0.00% | +3,983+20.3% | Added |
| Los Angeles Capital Management LLC | 23,847 | $2.95M | 0.01% | +23,847 | New |
| Center for Financial Planning, Inc. | 24,003 | $2.97M | 0.43% | −178−0.7% | Reduced |
| Yousif Capital Management, LLC | 24,004 | $2.97M | 0.03% | −660−2.7% | Reduced |
| Regions Financial Corp | 24,372 | $3.01M | 0.02% | −472−1.9% | Reduced |
| Storebrand Asset Management AS | 24,642 | $3.05M | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 24,850 | $3.07M | 0.01% | +784+3.3% | Added |
| First Hawaiian Bank | 24,981 | $3.09M | 0.10% | −3,800−13.2% | Reduced |
| Citadel Advisors LLC | 25,549 | $3.16M | 0.00% | +25,549 | New |
| Graphene Investments SAS | 25,900 | $3.20M | 2.01% | −3,100−10.7% | Reduced |
| Pensionmark Financial Group, LLC | 26,366 | $3.26M | 0.20% | +70.0% | Added |
| CIBC Asset Management Inc | 26,458 | $3.27M | 0.01% | −1,277−4.6% | Reduced |
| Xponance, Inc. | 26,461 | $3.27M | 0.03% | −571−2.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 26,689 | $3.30M | 0.01% | +514+2.0% | Added |
| Central Bank & Trust Co | 26,841 | $3.32M | 0.46% | −628−2.3% | Reduced |
| PB Investment Partners, L.P. | 405,788 | $3.33M | 2.99% | +297,730+275.5% | Added |
| Aviva PLC | 27,248 | $3.37M | 0.01% | −31,928−54.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 27,892 | $3.45M | 0.18% | −332−1.2% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 28,162 | $3.48M | 2.99% | −30.0% | Reduced |
| Systematic Financial Management LP | 28,256 | $3.49M | 0.11% | −130−0.5% | Reduced |
| New York Life Investment Management LLC | 28,601 | $3.54M | 0.04% | −719−2.5% | Reduced |
| Access Investment Management LLC | 28,786 | $3.56M | 1.16% | +250+0.9% | Added |
| JustInvest LLC | 29,450 | $3.56M | 0.07% | +1,856+6.7% | Added |
| Mount Yale Investment Advisors, LLC | 28,903 | $3.57M | 0.28% | −664−2.2% | Reduced |
| Cullen Investment Group, Ltd. | 29,040 | $3.59M | 0.57% | −697−2.3% | Reduced |
| Brinker Capital Investments, LLC | 29,572 | $3.66M | 0.04% | +393+1.3% | Added |
| Orion Portfolio Solutions, LLC | 29,572 | $3.66M | 0.04% | +393+1.3% | Added |
| Dean Investment Associates, LLC | 29,650 | $3.67M | 0.52% | +5,196+21.2% | Added |
| Carl Stuart Investment Advisor, Inc | 30,150 | $3.73M | 2.33% | 00.0% | Unchanged |
| Atria Investments LLC | 30,425 | $3.76M | 0.05% | −862−2.8% | Reduced |
| Dana Investment Advisors, Inc. | 30,521 | $3.77M | 0.13% | −777−2.5% | Reduced |
| Forsta Ap-Fonden | 30,600 | $3.78M | 0.03% | −4,300−12.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 31,021 | $3.83M | 0.01% | +15,940+105.7% | Added |
| Utah Retirement Systems | 31,146 | $3.85M | 0.05% | −1,700−5.2% | Reduced |
| Cardinal Capital Management | 31,199 | $3.86M | 0.65% | +422+1.4% | Added |
| Tredje AP-fonden | 31,342 | $3.87M | 0.04% | −490−1.5% | Reduced |
| Public Sector Pension Investment Board | 31,698 | $3.92M | 0.02% | +2,007+6.8% | Added |
| Voloridge Investment Management, LLC | 31,968 | $3.95M | 0.01% | −116,240−78.4% | Reduced |
| Mutual of America Capital Management LLC | 32,367 | $4.00M | 0.04% | −1,139−3.4% | Reduced |
| DnB Asset Management AS | 32,893 | $4.07M | 0.02% | +1,298+4.1% | Added |
| Edgestream Partners, L.P. | 33,059 | $4.09M | 0.20% | +33,059 | New |
| Siemens Fonds Invest GmbH | 33,498 | $4.14M | 0.31% | 00.0% | Unchanged |
| NBW Capital LLC | 33,760 | $4.17M | 0.82% | −88−0.3% | Reduced |
| Buckhead Capital Management LLC | 33,813 | $4.18M | 1.42% | −4,492−11.7% | Reduced |
| Comerica Bank | 34,179 | $4.22M | 0.02% | −2,951−7.9% | Reduced |
| Teacher Retirement System of Texas | 34,352 | $4.25M | 0.02% | +26,945+363.8% | Added |
| Federation des caisses Desjardins du Quebec | 35,324 | $4.37M | 0.02% | +2,085+6.3% | Added |
| State of Alaska, Department of Revenue | 35,535 | $4.39M | 0.05% | −150−0.4% | Reduced |
| Czech National Bank | 35,549 | $4.39M | 0.05% | +2,449+7.4% | Added |
| CIBC World Markets Corp | 36,446 | $4.51M | 0.03% | −11,687−24.3% | Reduced |
| DekaBank Deutsche Girozentrale | 37,312 | $4.52M | 0.01% | +3,694+11.0% | Added |
| Janney Montgomery Scott LLC | 36,618 | $4.53M | 0.01% | −3,241−8.1% | Reduced |
| Pathstone Holdings, LLC | 36,752 | $4.54M | 0.02% | +777+2.2% | Added |
| Oppenheimer Asset Management Inc. | 36,879 | $4.56M | 0.06% | +6,891+23.0% | Added |
| Creative Planning | 37,781 | $4.67M | 0.00% | +797+2.2% | Added |
| British Columbia Investment Management Corp | 38,032 | $4.70M | 0.03% | +14,231+59.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 38,074 | $4.71M | 0.02% | +36,431+2,217.3% | Added |
| Amalgamated Bank | 38,106 | $4.71M | 0.04% | −855−2.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 38,460 | $4.75M | 0.02% | +500+1.3% | Added |
| Ancora Advisors, LLC | 38,524 | $4.76M | 0.12% | −649−1.7% | Reduced |
| HRT Financial LP | 39,314 | $4.86M | 0.03% | +35,473+923.5% | Added |
| LMG Wealth Partners, LLC | 39,914 | $4.93M | 1.23% | −250−0.6% | Reduced |
| Callodine Capital Management, LP | 40,000 | $4.94M | 1.15% | +40,000 | New |
| Westfield Capital Management Co LP | 40,095 | $4.96M | 0.02% | 00.0% | Unchanged |
| Andra AP-fonden | 40,200 | $4.97M | 0.08% | −7,000−14.8% | Reduced |
| Captrust Financial Advisors | 40,436 | $5.00M | 0.02% | −426−1.0% | Reduced |
| Stephens Consulting, LLC | 40,640 | $5.02M | 1.43% | +100.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,976 | $5.07M | 0.03% | −323−0.8% | Reduced |
| Retirement Systems of Alabama | 41,151 | $5.09M | 0.02% | −372−0.9% | Reduced |
| IFM Investors Pty Ltd | 41,289 | $5.10M | 0.05% | +678+1.7% | Added |
| Aquatic Capital Management LLC | 41,300 | $5.11M | 0.19% | +41,300 | New |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 41,639 | $5.15M | 0.06% | +41,639 | New |
| Resources Investment Advisors, LLC. | 41,736 | $5.16M | 0.06% | +3,718+9.8% | Added |
| Standard Life Aberdeen plc | 42,569 | $5.26M | 0.01% | −38,707−47.6% | Reduced |
| New England Professional Planning Group Inc. | 42,800 | $5.29M | 2.78% | +156+0.4% | Added |
| SYSTM Wealth Solutions LLC | 43,067 | $5.32M | 1.19% | +1,851+4.5% | Added |
| Fifth Third Bancorp | 43,157 | $5.33M | 0.02% | −77−0.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 44,760 | $5.53M | 0.13% | +29,212+187.9% | Added |
| Man Group plc | 45,460 | $5.62M | 0.01% | +33,423+277.7% | Added |
| Cahaba Wealth Management, Inc. | 46,254 | $5.72M | 0.50% | 00.0% | Unchanged |
| Davenport & Co LLC | 47,334 | $5.85M | 0.04% | +251+0.5% | Added |
| Credit Agricole S A | 47,653 | $5.89M | 0.04% | +36,226+317.0% | Added |
| Corebridge Financial, Inc. | 47,684 | $5.89M | 0.03% | +47,684 | New |
| Susquehanna International Group, LLP | 49,655 | $6.14M | 0.01% | +1,506+3.1% | Added |
| MetLife Investment Management | 49,799 | $6.16M | 0.04% | +5,734+13.0% | Added |
| USS Investment Management Ltd | 50,054 | $6.19M | 0.05% | +1,449+3.0% | Added |
| Logan Capital Management Inc | 50,499 | $6.24M | 0.27% | −2,261−4.3% | Reduced |