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 |
|---|---|---|---|---|---|
| Pacer Advisors, Inc. | 13,499 | $1.67M | 0.00% | +569+4.4% | Added |
| Cresset Asset Management, LLC | 13,451 | $1.66M | 0.01% | +1,195+9.8% | Added |
| William B. Walkup & Associates, Inc. | 13,395 | $1.66M | 1.08% | +13,395 | New |
| Stablepoint Partners, LLC | 14,237 | $1.64M | 0.32% | +727+5.4% | Added |
| Phoenix Wealth Advisors | 13,132 | $1.62M | 0.81% | +13,132 | New |
| B. Metzler seel. Sohn & Co. AG | 12,959 | $1.60M | 0.02% | +944+7.9% | Added |
| Alpine Woods Capital Investors, LLC | 12,900 | $1.59M | 0.25% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 12,787 | $1.58M | 0.00% | +12,787 | New |
| Meridian Wealth Advisors, LLC | 12,669 | $1.57M | 0.28% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 12,872 | $1.57M | 0.01% | −14,355−52.7% | Reduced |
| Sherbrooke Park Advisers LLC | 12,655 | $1.56M | 0.27% | +6,753+114.4% | Added |
| Tower Bridge Advisors | 12,654 | $1.56M | 0.17% | −9,550−43.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 12,296 | $1.52M | 0.04% | 00.0% | Unchanged |
| Hartford Investment Management Co | 12,070 | $1.49M | 0.05% | −17−0.1% | Reduced |
| QRG Capital Management, Inc. | 11,956 | $1.48M | 0.02% | −262−2.1% | Reduced |
| Sabal Trust CO | 11,821 | $1.46M | 0.09% | −205−1.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 11,618 | $1.44M | 0.01% | +1,450+14.3% | Added |
| Peak Planning Group, LLC | 11,576 | $1.43M | 0.70% | +11,576 | New |
| CWM, LLC | 11,528 | $1.43M | 0.01% | +156+1.4% | Added |
| iA Global Asset Management Inc. | 11,521 | $1.42M | 0.03% | +9,346+429.7% | Added |
| Oxford Financial Group Ltd | 11,492 | $1.42M | 0.09% | +353+3.2% | Added |
| Allen Investment Management LLC | 11,150 | $1.38M | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 10,919 | $1.35M | 0.00% | −10,745−49.6% | Reduced |
| Securian Asset Management, Inc | 10,722 | $1.33M | 0.04% | −343−3.1% | Reduced |
| King Luther Capital Management Corp | 10,611 | $1.31M | 0.01% | −187−1.7% | Reduced |
| Louisiana State Employees Retirement System | 10,600 | $1.31M | 0.03% | −400−3.6% | Reduced |
| Achmea Investment Management B.V. | 10,506 | $1.30M | 0.02% | +4,239+67.6% | Added |
| United Capital Financial Advisers, LLC | 10,497 | $1.30M | 0.01% | −316−2.9% | Reduced |
| Vinva Investment Management Ltd | 10,617 | $1.29M | 0.07% | +4,365+69.8% | Added |
| Klingman & Associates, LLC | 10,436 | $1.29M | 0.09% | +27+0.3% | Added |
| Atlas Wealth LLC | 10,614 | $1.28M | 0.20% | −255−2.3% | Reduced |
| Keybank National Association | 10,315 | $1.28M | 0.01% | −27−0.3% | Reduced |
| Montag & Caldwell, LLC | 10,247 | $1.27M | 0.26% | +18+0.2% | Added |
| Oarsman Capital, Inc. | 10,106 | $1.25M | 0.28% | +320+3.3% | Added |
| Commerce Bank | 9,787 | $1.21M | 0.01% | +438+4.7% | Added |
| Sanibel Captiva Trust Company, Inc. | 9,786 | $1.21M | 0.04% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 9,702 | $1.20M | 0.03% | 00.0% | Unchanged |
| Centiva Capital, LP | 9,565 | $1.18M | 0.06% | +9,565 | New |
| New Mexico Educational Retirement Board | 9,475 | $1.17M | 0.04% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 9,375 | $1.16M | 0.01% | −20.0% | Reduced |
| Moody National Bank Trust Division | 9,346 | $1.16M | 0.09% | −293−3.0% | Reduced |
| Gryphon Financial Partners LLC | 9,088 | $1.12M | 0.17% | −47−0.5% | Reduced |
| Gladstone Institutional Advisory LLC | 9,016 | $1.11M | 0.06% | +289+3.3% | Added |
| Financial Counselors Inc | 8,966 | $1.11M | 0.02% | −79−0.9% | Reduced |
| Axq Capital, LP | 8,867 | $1.10M | 0.26% | +8,867 | New |
| West Michigan Advisors, LLC | 8,725 | $1.08M | 0.34% | +40.0% | Added |
| Concurrent Investment Advisors, LLC | 8,715 | $1.08M | 0.04% | +75+0.9% | Added |
| Chiron Capital Management, LLC | 8,650 | $1.07M | 1.02% | 00.0% | Unchanged |
| Consolidated Planning Corp | 8,522 | $1.05M | 0.17% | −55−0.6% | Reduced |
| Seven Eight Capital, LP | 8,464 | $1.04M | 0.11% | +2,432+40.3% | Added |
| Vident Advisory, LLC | 8,407 | $1.04M | 0.03% | +3,567+73.7% | Added |
| XTX Topco Ltd | 8,351 | $1.03M | 0.09% | +6,649+390.7% | Added |
| Signaturefd, LLC | 8,341 | $1.03M | 0.02% | +36+0.4% | Added |
| One + One Wealth Management, LLC | 8,129 | $1.00M | 0.58% | −272−3.2% | Reduced |
| Brevan Howard Capital Management LP | 8,090 | $1.00M | 0.07% | +8,090 | New |
| Rakuten Investment Management, Inc. | 8,108 | $985.9K | 0.01% | +2,952+57.3% | Added |
| Trust Co of Toledo NA | 7,966 | $984.7K | 0.14% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 7,938 | $981.2K | 0.01% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 7,819 | $966.5K | 0.16% | +21+0.3% | Added |
| Paradigm Asset Management Co LLC | 7,700 | $951.8K | 0.27% | +7,700 | New |
| Capital Investment Advisors, LLC | 7,508 | $928.1K | 0.02% | +8+0.1% | Added |
| Stephens Inc | 7,423 | $917.6K | 0.01% | +35+0.5% | Added |
| D. E. Shaw & Co., Inc. | 7,396 | $914.2K | 0.00% | +7,396 | New |
| Wealthfront Advisers LLC | 7,357 | $909.4K | 0.00% | +538+7.9% | Added |
| Saturna Capital CORP | 7,352 | $908.8K | 0.01% | 00.0% | Unchanged |
| Cavalier Investments, LLC | 7,332 | $906.3K | 0.28% | +217+3.0% | Added |
| Cumberland Partners Ltd | 7,300 | $902.4K | 0.07% | +1,700+30.4% | Added |
| Tower Research Capital LLC (TRC) | 7,221 | $892.6K | 0.02% | +2,005+38.4% | Added |
| Skylands Capital, LLC | 6,987 | $860.5K | 0.12% | −400−5.4% | Reduced |
| Lido Advisors, LLC | 6,956 | $859.9K | 0.01% | +62+0.9% | Added |
| Omers Administration Corp | 6,925 | $856.0K | 0.01% | +6,925 | New |
| Quest Partners LLC | 6,865 | $848.6K | 0.12% | +6,865 | New |
| Steward Partners Investment Advisory, LLC | 6,809 | $841.7K | 0.01% | −167−2.4% | Reduced |
| Ossiam | 6,787 | $838.9K | 0.02% | −1,899−21.9% | Reduced |
| Bradley Foster & Sargent Inc | 6,715 | $830.0K | 0.01% | 00.0% | Unchanged |
| Norinchukin Bank, The | 6,684 | $826.2K | 0.02% | +87+1.3% | Added |
| Fox Run Management, L.L.C. | 6,660 | $823.2K | 0.15% | +6,660 | New |
| Muirfield Wealth Advisors LLC | 6,652 | $822.3K | 0.77% | +15+0.2% | Added |
| Virtus ETF Advisers LLC | 6,612 | $817.3K | 0.40% | +6,612 | New |
| Intact Investment Management Inc. | 6,600 | $815.8K | 0.03% | +6,600 | New |
| Snowden Capital Advisors LLC | 6,537 | $808.0K | 0.02% | −475−6.8% | Reduced |
| Toroso Investments, LLC | 6,523 | $806.3K | 0.01% | +1,779+37.5% | Added |
| Wealthspire Advisors, LLC | 6,507 | $804.3K | 0.01% | +502+8.4% | Added |
| NEOS Investment Management LLC | 6,489 | $799.2K | 0.03% | +1,992+44.3% | Added |
| Prudential PLC | 6,459 | $798.4K | 0.01% | −750−10.4% | Reduced |
| Yorktown Management & Research Co Inc | 6,450 | $797.3K | 0.86% | 00.0% | Unchanged |
| National Asset Management, Inc. | 6,384 | $789.1K | 0.02% | +1,687+35.9% | Added |
| Staley Capital Advisers Inc | 6,250 | $772.6K | 0.04% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 6,237 | $770.9K | 0.26% | +96+1.6% | Added |
| Empirical Finance, LLC | 6,152 | $760.4K | 0.05% | −461−7.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,151 | $760.3K | 0.01% | −137−2.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,105 | $754.6K | 0.03% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 6,033 | $745.7K | 0.03% | −95−1.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,017 | $743.8K | 0.05% | −191−3.1% | Reduced |
| Tranquility Partners, LLC | 5,973 | $738.3K | 0.28% | +783+15.1% | Added |
| Balyasny Asset Management LLC | 5,968 | $737.7K | 0.00% | −17,051−74.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,937 | $733.9K | 0.02% | −32−0.5% | Reduced |
| Quantbot Technologies LP | 5,917 | $731.4K | 0.04% | +5,917 | New |
| CAPROCK Group, Inc. | 5,892 | $728.3K | 0.03% | +5,892 | New |
| Schonfeld Strategic Advisors LLC | 5,820 | $719.4K | 0.01% | −20,042−77.5% | Reduced |