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 |
|---|---|---|---|---|---|
| Voloridge Investment Management, LLC | 31,968 | $3.95M | 0.01% | −116,240−78.4% | Reduced |
| Public Sector Pension Investment Board | 31,698 | $3.92M | 0.02% | +2,007+6.8% | Added |
| Tredje AP-fonden | 31,342 | $3.87M | 0.04% | −490−1.5% | Reduced |
| Cardinal Capital Management | 31,199 | $3.86M | 0.65% | +422+1.4% | Added |
| Utah Retirement Systems | 31,146 | $3.85M | 0.05% | −1,700−5.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 31,021 | $3.83M | 0.01% | +15,940+105.7% | Added |
| Forsta Ap-Fonden | 30,600 | $3.78M | 0.03% | −4,300−12.3% | Reduced |
| Dana Investment Advisors, Inc. | 30,521 | $3.77M | 0.13% | −777−2.5% | Reduced |
| Atria Investments LLC | 30,425 | $3.76M | 0.05% | −862−2.8% | Reduced |
| Carl Stuart Investment Advisor, Inc | 30,150 | $3.73M | 2.33% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 29,650 | $3.67M | 0.52% | +5,196+21.2% | Added |
| 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 |
| Cullen Investment Group, Ltd. | 29,040 | $3.59M | 0.57% | −697−2.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 28,903 | $3.57M | 0.28% | −664−2.2% | Reduced |
| JustInvest LLC | 29,450 | $3.56M | 0.07% | +1,856+6.7% | Added |
| Access Investment Management LLC | 28,786 | $3.56M | 1.16% | +250+0.9% | Added |
| New York Life Investment Management LLC | 28,601 | $3.54M | 0.04% | −719−2.5% | Reduced |
| Systematic Financial Management LP | 28,256 | $3.49M | 0.11% | −130−0.5% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 28,162 | $3.48M | 2.99% | −30.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 27,892 | $3.45M | 0.18% | −332−1.2% | Reduced |
| Aviva PLC | 27,248 | $3.37M | 0.01% | −31,928−54.0% | Reduced |
| PB Investment Partners, L.P. | 405,788 | $3.33M | 2.99% | +297,730+275.5% | Added |
| Central Bank & Trust Co | 26,841 | $3.32M | 0.46% | −628−2.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 26,689 | $3.30M | 0.01% | +514+2.0% | Added |
| Xponance, Inc. | 26,461 | $3.27M | 0.03% | −571−2.1% | Reduced |
| CIBC Asset Management Inc | 26,458 | $3.27M | 0.01% | −1,277−4.6% | Reduced |
| Pensionmark Financial Group, LLC | 26,366 | $3.26M | 0.20% | +70.0% | Added |
| Graphene Investments SAS | 25,900 | $3.20M | 2.01% | −3,100−10.7% | Reduced |
| Citadel Advisors LLC | 25,549 | $3.16M | 0.00% | +25,549 | New |
| First Hawaiian Bank | 24,981 | $3.09M | 0.10% | −3,800−13.2% | Reduced |
| Mariner, LLC | 24,850 | $3.07M | 0.01% | +784+3.3% | Added |
| Storebrand Asset Management AS | 24,642 | $3.05M | 0.01% | 00.0% | Unchanged |
| Regions Financial Corp | 24,372 | $3.01M | 0.02% | −472−1.9% | Reduced |
| Yousif Capital Management, LLC | 24,004 | $2.97M | 0.03% | −660−2.7% | Reduced |
| Center for Financial Planning, Inc. | 24,003 | $2.97M | 0.43% | −178−0.7% | Reduced |
| Los Angeles Capital Management LLC | 23,847 | $2.95M | 0.01% | +23,847 | New |
| Mackenzie Financial Corp | 23,581 | $2.91M | 0.00% | +3,983+20.3% | Added |
| Wellspring Financial Advisors, LLC | 23,548 | $2.91M | 0.40% | +20+0.1% | Added |
| HST Ventures, LLC | 23,436 | $2.90M | 1.31% | +23,436 | New |
| Neuberger Berman Group LLC | 23,287 | $2.87M | 0.00% | +202+0.9% | Added |
| CI Private Wealth, LLC | 23,131 | $2.86M | 0.00% | +3,472+17.7% | Added |
| Sanctuary Advisors, LLC | 23,356 | $2.85M | 0.02% | +23,356 | New |
| Cetera Investment Advisers | 23,013 | $2.84M | 0.01% | +1,357+6.3% | Added |
| Nissay Asset Management Corp | 22,992 | $2.84M | 0.02% | +490+2.2% | Added |
| GWM Advisors LLC | 22,746 | $2.81M | 0.02% | −2,064−8.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 22,744 | $2.81M | 0.24% | −4,295−15.9% | Reduced |
| MML Investors Services, LLC | 22,369 | $2.77M | 0.01% | −1,875−7.7% | Reduced |
| Glenmede Trust Co NA | 21,376 | $2.64M | 0.01% | −3,413−13.8% | Reduced |
| Kaydan Wealth Management, Inc. | 21,375 | $2.64M | 0.94% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 21,257 | $2.63M | 0.20% | −144−0.7% | Reduced |
| Daiwa Securities Group Inc. | 21,201 | $2.62M | 0.01% | +1,809+9.3% | Added |
| Janus Henderson Group PLC | 20,913 | $2.59M | 0.00% | −5,983−22.2% | Reduced |
| Public Employees Retirement Association of Colorado | 20,727 | $2.56M | 0.01% | −699−3.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 20,465 | $2.53M | 0.03% | +219+1.1% | Added |
| Ethic Inc. | 20,255 | $2.50M | 0.06% | +2,500+14.1% | Added |
| Robeco Institutional Asset Management B.V. | 20,069 | $2.48M | 0.01% | +18,027+882.8% | Added |
| Bank of Nova Scotia | 20,009 | $2.47M | 0.00% | −3,866−16.2% | Reduced |
| HighTower Advisors, LLC | 19,684 | $2.42M | 0.00% | −552−2.7% | Reduced |
| TownSquare Capital, LLC | 19,539 | $2.42M | 0.03% | −13,119−40.2% | Reduced |
| First Trust Investment Solutions L.P. | 19,469 | $2.41M | 0.34% | −1,703−8.0% | Reduced |
| Avantax Advisory Services, Inc. | 19,089 | $2.36M | 0.02% | +19,089 | New |
| Bessemer Group Inc | 19,033 | $2.35M | 0.00% | −30.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 18,458 | $2.28M | 0.01% | +18,458 | New |
| O'Shaughnessy Asset Management, LLC | 17,906 | $2.21M | 0.02% | +1,721+10.6% | Added |
| Gotham Asset Management, LLC | 17,479 | $2.16M | 0.03% | +402+2.4% | Added |
| Elo Mutual Pension Insurance Co | 17,337 | $2.14M | 0.05% | −878−4.8% | Reduced |
| FORA Capital, LLC | 17,272 | $2.13M | 0.26% | +2,461+16.6% | Added |
| Crossmark Global Holdings, Inc. | 17,229 | $2.13M | 0.04% | −96−0.6% | Reduced |
| We Are One Seven, LLC | 17,020 | $2.10M | 0.10% | +4,982+41.4% | Added |
| Gulf International Bank (UK) Ltd | 16,675 | $2.06M | 0.05% | 00.0% | Unchanged |
| Cerity Partners LLC | 16,612 | $2.05M | 0.01% | −1,596−8.8% | Reduced |
| Quantinno Capital Management LP | 16,549 | $2.05M | 0.04% | +2,782+20.2% | Added |
| UniSuper Management Pty Ltd | 16,354 | $2.02M | 0.02% | +6,219+61.4% | Added |
| Nordea Investment Management AB | 16,248 | $2.00M | 0.00% | +620+4.0% | Added |
| SPC Financial, Inc. | 16,050 | $1.98M | 0.18% | −800−4.7% | Reduced |
| Oregon Public Employees Retirement Fund | 16,033 | $1.98M | 0.04% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 15,783 | $1.95M | 0.45% | −1,749−10.0% | Reduced |
| Aft, Forsyth & Sober, LLC | 15,750 | $1.95M | 0.67% | 00.0% | Unchanged |
| Millennium Management LLC | 15,634 | $1.93M | 0.00% | −230,999−93.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 15,069 | $1.86M | 0.02% | −434−2.8% | Reduced |
| Empire Life Investments Inc. | 15,027 | $1.86M | 0.12% | +202+1.4% | Added |
| 9258 Wealth Management, LLC | 15,026 | $1.86M | 0.29% | 00.0% | Unchanged |
| Assetmark, Inc | 14,951 | $1.85M | 0.01% | −7,931−34.7% | Reduced |
| White Pine Capital LLC | 14,937 | $1.85M | 0.70% | +150+1.0% | Added |
| Maryland State Retirement & Pension System | 14,920 | $1.84M | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 14,874 | $1.84M | 0.00% | +1,526+11.4% | Added |
| STRS Ohio | 14,733 | $1.82M | 0.01% | −507−3.3% | Reduced |
| TriaGen Wealth Management LLC | 14,632 | $1.81M | 0.70% | −32−0.2% | Reduced |
| MBB Public Markets I LLC | 14,597 | $1.80M | 0.04% | +14,597 | New |
| High Net Worth Advisory Group LLC | 14,532 | $1.80M | 0.54% | −99−0.7% | Reduced |
| Apollon Wealth Management, LLC | 14,401 | $1.78M | 0.05% | −16−0.1% | Reduced |
| Mizuho Securities USA LLC | 14,387 | $1.78M | 0.04% | +14,387 | New |
| CIBC Private Wealth Group, LLC | 15,020 | $1.76M | 0.00% | −2,333−13.4% | Reduced |
| Kentucky Retirement Systems | 14,058 | $1.74M | 0.05% | −229−1.6% | Reduced |
| Davis Investment Partners, LLC | 14,197 | $1.72M | 0.71% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 13,667 | $1.69M | 0.01% | +1,151+9.2% | Added |
| Heritage Wealth Advisors | 13,592 | $1.68M | 0.08% | −44−0.3% | Reduced |
| M&T Bank Corp | 13,557 | $1.68M | 0.01% | −136−1.0% | Reduced |
| Park Avenue Securities LLC | 13,535 | $1.67M | 0.02% | +802+6.3% | Added |