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 |
|---|---|---|---|---|---|
| Silvercrest Asset Management Group LLC | 419,466 | $51.9M | 0.36% | −6,532−1.5% | Reduced |
| Baird Financial Group, Inc. | 433,050 | $53.5M | 0.11% | +428,825+10,149.7% | Added |
| Fisher Asset Management, LLC | 440,396 | $54.4M | 0.02% | +20,554+4.9% | Added |
| Fiera Capital Corp | 456,281 | $56.4M | 0.17% | +16,670+3.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 466,112 | $57.6M | 0.04% | −33,869−6.8% | Reduced |
| HSBC Holdings PLC | 510,707 | $63.0M | 0.04% | +21,519+4.4% | Added |
| Premier Fund Managers Ltd | 526,000 | $64.0M | 2.57% | 00.0% | Unchanged |
| Wells Fargo & Company | 518,110 | $64.0M | 0.02% | +11,891+2.3% | Added |
| Palisade Capital Management LLC | 526,493 | $65.1M | 1.77% | −7,322−1.4% | Reduced |
| New York State Common Retirement Fund | 531,308 | $65.7M | 0.09% | −1,039−0.2% | Reduced |
| Franklin Resources Inc | 558,853 | $69.1M | 0.02% | +120,206+27.4% | Added |
| Deutsche Bank AG | 559,280 | $69.1M | 0.03% | +29,012+5.5% | Added |
| Principal Financial Group Inc | 583,265 | $72.1M | 0.04% | −15,540−2.6% | Reduced |
| Barclays PLC | 634,411 | $78.4M | 0.04% | +21,961+3.6% | Added |
| Amundi | 663,549 | $80.1M | 0.03% | −84,604−11.3% | Reduced |
| Nuveen Asset Management, LLC | 719,670 | $89.0M | 0.03% | +107,968+17.7% | Added |
| UBS Group AG | 772,285 | $95.5M | 0.03% | +461,187+148.2% | Added |
| Congress Asset Management Co | 897,399 | $110.9M | 0.79% | −32,417−3.5% | Reduced |
| SEI Investments Co | 902,501 | $111.6M | 0.16% | +52,587+6.2% | Added |
| Voya Investment Management LLC | 916,529 | $113.3M | 0.11% | +15,857+1.8% | Added |
| Marshall Wace, LLP | 981,656 | $121.3M | 0.17% | −456,322−31.7% | Reduced |
| Charles Schwab Investment Management Inc | 1,057,228 | $130.7M | 0.02% | +13,312+1.3% | Added |
| Envestnet Asset Management Inc | 1,066,477 | $131.8M | 0.05% | +27,727+2.7% | Added |
| Harfst & Associates, Inc. | 1,127,448 | $139.4M | 32.48% | +370.0% | Added |
| Legal & General Group Plc | 1,247,128 | $154.2M | 0.04% | +38,683+3.2% | Added |
| Bank of New York Mellon Corp | 1,320,253 | $163.2M | 0.03% | +9,485+0.7% | Added |
| Thrivent Financial for Lutherans | 1,323,329 | $163.6M | 0.33% | −163,452−11.0% | Reduced |
| Mercer Global Advisors Inc | 1,340,021 | $165.6M | 0.45% | −73,062−5.2% | Reduced |
| Truist Financial Corp | 1,342,069 | $165.9M | 0.25% | −20,490−1.5% | Reduced |
| UBS Asset Management Americas Inc | 1,389,302 | $171.7M | 0.05% | +514,835+58.9% | Added |
| First Trust Advisors LP | 1,457,021 | $180.1M | 0.18% | +1,350,283+1,265.0% | Added |
| Goldman Sachs Group Inc | 1,490,451 | $184.2M | 0.04% | −20,121−1.3% | Reduced |
| Morgan Stanley | 1,738,054 | $214.8M | 0.02% | −2,608−0.1% | Reduced |
| APG Asset Management N.V. | 1,874,140 | $216.2M | 0.39% | +38,695+2.1% | Added |
| Northern Trust Corp | 1,873,258 | $231.6M | 0.04% | −26,809−1.4% | Reduced |
| Dimensional Fund Advisors LP | 2,024,612 | $250.2M | 0.07% | +113,826+6.0% | Added |
| Invesco Ltd. | 2,051,643 | $253.6M | 0.05% | −383,031−15.7% | Reduced |
| Massachusetts Financial Services Co | 2,215,996 | $273.9M | 0.08% | +25,494+1.2% | Added |
| Norges Bank | 2,279,080 | $281.7M | 0.04% | +52,788+2.4% | Added |
| Bank of America Corp | 2,284,028 | $282.3M | 0.03% | +52,937+2.4% | Added |
| Earnest Partners LLC | 2,505,369 | $309.7M | 1.45% | +37,173+1.5% | Added |
| Agf Management Ltd | 2,580,467 | $319.0M | 1.77% | +378,033+17.2% | Added |
| T. Rowe Price Investment Management, Inc. | 3,881,097 | $479.7M | 0.30% | +17,068+0.4% | Added |
| JPMorgan Chase & Co | 4,056,365 | $501.4M | 0.04% | −1,342,259−24.9% | Reduced |
| Geode Capital Management, LLC | 4,338,815 | $534.8M | 0.05% | +59,635+1.4% | Added |
| FMR LLC | 6,527,071 | $806.8M | 0.05% | +46,793+0.7% | Added |
| State Street Corp | 7,920,475 | $979.0M | 0.04% | +77,136+1.0% | Added |
| Wellington Management Group LLP | 9,216,260 | $1.14B | 0.20% | −1,087,342−10.6% | Reduced |
| Primecap Management Co | 12,085,582 | $1.49B | 1.08% | −4,5150.0% | Reduced |
| BlackRock Inc. | 14,384,431 | $1.78B | 0.04% | −816,689−5.4% | Reduced |
| Vanguard Group Inc | 21,936,434 | $2.71B | 0.05% | −194,697−0.9% | Reduced |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −450,222−100.0% | Sold out |
| Wafra Inc. | 0 | $0 | 0.00% | −111,430−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −108,179−100.0% | Sold out |
| Frontier Capital Management Co LLC | 0 | $0 | 0.00% | −85,087−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −62,246−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −49,242−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −49,207−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −43,437−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −41,561−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −41,500−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −22,411−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −16,619−100.0% | Sold out |
| Dean Capital Management | 0 | $0 | 0.00% | −16,225−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −10,899−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −8,879−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −8,109−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −7,587−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −5,088−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −4,348−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −4,220−100.0% | Sold out |
| Choate Investment Advisors | 0 | $0 | 0.00% | −4,120−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −3,741−100.0% | Sold out |
| Gibbs Wealth Management | 0 | $0 | 0.00% | −3,371−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −3,042−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −2,712−100.0% | Sold out |
| Darwin Advisors, LLC | 0 | $0 | 0.00% | −2,455−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −2,221−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −2,192−100.0% | Sold out |
| Fifth Lane Capital, LP | 0 | $0 | 0.00% | −2,179−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −2,041−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,961−100.0% | Sold out |
| Oak Harbor Wealth Partners, LLC | 0 | $0 | 0.00% | −1,856−100.0% | Sold out |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | $0 | 0.00% | −1,650−100.0% | Sold out |
| Berkshire Asset Management LLC | 0 | $0 | 0.00% | −1,595−100.0% | Sold out |
| Carson Advisory Inc. | 0 | $0 | 0.00% | −1,570−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −1,564−100.0% | Sold out |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −502−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −259−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −174−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |