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 |
|---|---|---|---|---|---|
| Wetzel Investment Advisors, Inc. | 5,529 | $710.0K | 0.41% | +500+9.9% | Added |
| Kestra Advisory Services, LLC | 5,738 | $709.3K | 0.00% | +1,077+23.1% | Added |
| HBK Sorce Advisory LLC | 5,735 | $708.9K | 0.02% | −195−3.3% | Reduced |
| Acadian Asset Management LLC | 5,737 | $708.0K | 0.00% | +5,737 | New |
| Tokio Marine Asset Management Co Ltd | 5,705 | $705.2K | 0.03% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 5,700 | $704.6K | 0.03% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 5,803 | $702.5K | 0.26% | 00.0% | Unchanged |
| Wedbush Securities Inc | 5,664 | $700.0K | 0.03% | +10.0% | Added |
| Signature Wealth Management Group | 5,638 | $696.9K | 0.31% | −86−1.5% | Reduced |
| Catalyst Capital Advisors LLC | 5,565 | $687.9K | 0.02% | −1,650−22.9% | Reduced |
| Principal Street Partners, LLC | 5,272 | $651.7K | 0.12% | −147−2.7% | Reduced |
| Bill Few Associates, Inc. | 5,195 | $642.2K | 0.25% | −250−4.6% | Reduced |
| Intrust Bank NA | 5,122 | $633.1K | 0.07% | +144+2.9% | Added |
| CIBC World Markets Inc. | 5,114 | $632.0K | 0.00% | +135+2.7% | Added |
| Cyndeo Wealth Partners, LLC | 5,098 | $630.2K | 0.05% | 00.0% | Unchanged |
| Covenant Partners, LLC | 5,093 | $629.5K | 0.19% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 5,055 | $624.8K | 0.00% | −47−0.9% | Reduced |
| Forum Financial Management, LP | 5,006 | $618.8K | 0.01% | +32+0.6% | Added |
| D.A. Davidson & Co. | 4,930 | $609.4K | 0.01% | −44,754−90.1% | Reduced |
| Swedbank AB | 4,904 | $606.2K | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 4,848 | $599.3K | 0.00% | +256+5.6% | Added |
| WBI Investments | 4,837 | $597.9K | 0.14% | +4,837 | New |
| First Eagle Investment Management, LLC | 4,807 | $594.2K | 0.00% | +1,557+47.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 4,778 | $590.6K | 0.00% | −517−9.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,647 | $574.4K | 0.12% | −288−5.8% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 4,645 | $574.2K | 0.13% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 4,609 | $569.7K | 0.01% | −4,542−49.6% | Reduced |
| Dock Street Asset Management Inc | 4,581 | $566.3K | 0.08% | −398−8.0% | Reduced |
| Ieq Capital, LLC | 4,559 | $563.5K | 0.01% | +456+11.1% | Added |
| Atlanta Consulting Group Advisors, LLC | 4,552 | $562.7K | 0.12% | 00.0% | Unchanged |
| Veriti Management LLC | 4,547 | $562.0K | 0.03% | +704+18.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,369 | $540.0K | 0.00% | −1,291−22.8% | Reduced |
| Harrell Investment Partners, LLC | 4,334 | $535.8K | 0.16% | −42−1.0% | Reduced |
| Investment Management Corp of Ontario | 4,326 | $534.7K | 0.01% | +1,100+34.1% | Added |
| NorthRock Partners, LLC | 4,303 | $531.8K | 0.02% | +20.0% | Added |
| Global Financial Private Client, LLC | 4,282 | $529.3K | 0.22% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 4,218 | $521.3K | 0.01% | +1,615+62.0% | Added |
| Coldstream Capital Management Inc | 4,164 | $514.7K | 0.01% | +238+6.1% | Added |
| Johnson Investment Counsel Inc | 4,141 | $511.9K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 4,116 | $508.8K | 0.08% | −425−9.4% | Reduced |
| Tectonic Advisors LLC | 4,100 | $506.8K | 0.04% | +356+9.5% | Added |
| Guggenheim Capital LLC | 4,016 | $496.4K | 0.00% | −2,938−42.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 4,000 | $494.4K | 0.06% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 4,000 | $494.4K | 0.01% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 3,972 | $491.0K | 0.01% | +112+2.9% | Added |
| Shulman DeMeo Asset Management LLC | 3,966 | $490.3K | 0.13% | +56+1.4% | Added |
| McMahon Financial Advisors, LLC | 3,946 | $487.8K | 0.11% | −4,510−53.3% | Reduced |
| Greenleaf Trust | 3,924 | $485.0K | 0.00% | +15+0.4% | Added |
| GTS Securities LLC | 3,838 | $474.4K | 0.01% | +3,838 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 3,836 | $474.0K | 0.01% | −1,600−29.4% | Reduced |
| Natixis Investment Managers International | 3,777 | $466.9K | 0.03% | −1,640−30.3% | Reduced |
| IFP Advisors, Inc | 3,704 | $458.0K | 0.02% | +355+10.6% | Added |
| Ronald Blue Trust, Inc. | 3,510 | $450.8K | 0.01% | +830+31.0% | Added |
| Guinness Asset Management LTD | 3,618 | $447.2K | 0.01% | −308−7.8% | Reduced |
| Inceptionr LLC | 3,587 | $441.8K | 0.12% | +3,587 | New |
| Fulton Bank, N.A. | 3,571 | $441.4K | 0.02% | −109−3.0% | Reduced |
| Pitcairn Co | 3,538 | $437.3K | 0.03% | +420+13.5% | Added |
| Argus Investors' Counsel, Inc. | 3,509 | $433.7K | 0.27% | −172−4.7% | Reduced |
| Visionary Wealth Advisors | 3,508 | $433.6K | 0.03% | −149−4.1% | Reduced |
| E. Ohman J:or Asset Management AB | 3,500 | $432.6K | 0.01% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 3,468 | $428.7K | 0.23% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 3,457 | $427.3K | 0.02% | +3,457 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,455 | $427.1K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,435 | $424.6K | 0.03% | +3,435 | New |
| Kestra Private Wealth Services, LLC | 3,422 | $423.0K | 0.01% | −2,050−37.5% | Reduced |
| Texas Yale Capital Corp. | 3,398 | $420.0K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 3,400 | $420.0K | 0.01% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 3,383 | $418.2K | 0.10% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 3,370 | $416.6K | 0.05% | −1,052−23.8% | Reduced |
| DoubleLine ETF Adviser LP | 3,341 | $413.0K | 0.11% | −111−3.2% | Reduced |
| Everence Capital Management Inc | 3,370 | $411.0K | 0.03% | 00.0% | Unchanged |
| Intech Investment Management LLC | 3,291 | $406.8K | 0.01% | 00.0% | Unchanged |
| Collective Family Office LLC | 3,200 | $395.6K | 0.12% | 00.0% | Unchanged |
| Empowered Funds, LLC | 3,211 | $395.5K | 0.01% | +352+12.3% | Added |
| Stonebrook Private Inc. | 3,191 | $394.5K | 0.11% | +81+2.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,111 | $384.6K | 0.02% | +260+9.1% | Added |
| Novak & Powell Financial Services, Inc. | 3,073 | $379.8K | 0.24% | −3−0.1% | Reduced |
| Great Lakes Retirement, Inc. | 3,062 | $378.5K | 0.05% | −177−5.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,045 | $376.4K | 0.04% | +64+2.1% | Added |
| Quad-Cities Investment Group, LLC | 3,008 | $371.8K | 0.21% | +10+0.3% | Added |
| Norden Group LLC | 3,003 | $371.2K | 0.08% | −1,436−32.3% | Reduced |
| Private Advisor Group, LLC | 3,002 | $371.1K | 0.00% | +320+11.9% | Added |
| Horizon Investments, LLC | 2,977 | $366.6K | 0.01% | +333+12.6% | Added |
| Northwestern Mutual Wealth Management Co | 2,965 | $366.5K | 0.00% | +404+15.8% | Added |
| Leuthold Group, LLC | 2,946 | $364.2K | 0.04% | +2,946 | New |
| MQS Management LLC | 2,929 | $362.1K | 0.22% | +2,929 | New |
| Kohmann Bosshard Financial Services, LLC | 2,925 | $361.6K | 0.05% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 2,922 | $361.3K | 0.17% | +658+29.1% | Added |
| Wetherby Asset Management Inc | 2,817 | $348.2K | 0.02% | +49+1.8% | Added |
| Level Four Advisory Services, LLC | 2,781 | $343.8K | 0.02% | −16,642−85.7% | Reduced |
| Bridgewater Associates, LP | 2,775 | $343.0K | 0.00% | +2,775 | New |
| Brighton Jones LLC | 2,759 | $341.0K | 0.01% | +85+3.2% | Added |
| Evercore Wealth Management, LLC | 2,728 | $337.2K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,714 | $335.5K | 0.01% | −87−3.1% | Reduced |
| MTM Investment Management, LLC | 2,700 | $333.7K | 0.14% | 00.0% | Unchanged |
| Nomura Holdings Inc | 2,697 | $333.4K | 0.00% | −10,496−79.6% | Reduced |
| Ostrum Asset Management | 2,684 | $331.8K | 0.03% | −209−7.2% | Reduced |
| RSM US Wealth Management LLC | 2,679 | $330.2K | 0.01% | +2,679 | New |
| Symmetry Partners, LLC | 2,668 | $330.0K | 0.02% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,660 | $328.7K | 0.02% | +10.0% | Added |