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 |
|---|---|---|---|---|---|
| Hamilton Capital Partners Inc. | 2,653 | $327.9K | 0.04% | −580−17.9% | Reduced |
| Drive Wealth Management, LLC | 2,606 | $322.1K | 0.09% | +54+2.1% | Added |
| Bleakley Financial Group, LLC | 2,587 | $319.7K | 0.01% | −16−0.6% | Reduced |
| Capstone Investment Advisors, LLC | 2,580 | $318.9K | 0.01% | −17−0.7% | Reduced |
| Phillips Wealth Planners LLC | 2,653 | $317.8K | 0.34% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 2,550 | $315.2K | 0.16% | −65−2.5% | Reduced |
| Dynamic Advisor Solutions LLC | 2,546 | $314.8K | 0.01% | −176−6.5% | Reduced |
| Essex Financial Services, Inc. | 2,887 | $314.4K | 0.02% | −106−3.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 2,543 | $314.4K | 0.01% | +2,543 | New |
| Blue Chip Partners, Inc. | 2,535 | $313.3K | 0.03% | +10+0.4% | Added |
| Checchi Capital Advisers, LLC | 2,528 | $312.5K | 0.02% | −20−0.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,523 | $311.9K | 0.09% | +59+2.4% | Added |
| Edmp, Inc. | 2,500 | $309.0K | 0.28% | +43+1.8% | Added |
| Clarus Group, Inc. | 2,500 | $309.0K | 0.14% | −502−16.7% | Reduced |
| Sequoia Financial Advisors, LLC | 2,496 | $308.6K | 0.00% | +343+15.9% | Added |
| Personal Cfo Solutions, LLC | 2,488 | $307.5K | 0.05% | −418−14.4% | Reduced |
| Walleye Capital LLC | 2,475 | $305.9K | 0.00% | +2,475 | New |
| Colonial Trust Co | 2,492 | $303.0K | 0.05% | −38−1.5% | Reduced |
| Salem Investment Counselors Inc | 2,413 | $298.3K | 0.01% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 2,404 | $297.2K | 0.01% | −140−5.5% | Reduced |
| Portside Wealth Group, LLC | 2,402 | $296.9K | 0.06% | −1,236−34.0% | Reduced |
| Simplex Trading, LLC | 2,380 | $294.0K | 0.01% | +2,380 | New |
| Schechter Investment Advisors, LLC | 2,376 | $293.7K | 0.02% | +304+14.7% | Added |
| Pine Valley Investments Ltd Liability Co | 2,349 | $290.3K | 0.02% | +770+48.8% | Added |
| Cornerstone Wealth Group, LLC | 2,333 | $288.4K | 0.03% | +29+1.3% | Added |
| Huntington National Bank | 2,321 | $286.9K | 0.00% | +47+2.1% | Added |
| Harbor Investment Advisory, LLC | 2,317 | $286.4K | 0.03% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 2,317 | $286.4K | 0.03% | +2,317 | New |
| Vontobel Holding Ltd. | 2,303 | $284.7K | 0.00% | −504−18.0% | Reduced |
| Alliance Wealth Advisors, LLC | 2,303 | $284.7K | 0.08% | −96−4.0% | Reduced |
| Proequities, Inc. | 2,300 | $284.3K | 0.02% | +27+1.2% | Added |
| Ontario Teachers Pension Plan Board | 2,279 | $281.7K | 0.00% | −1,097−32.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,267 | $280.2K | 0.01% | −39−1.7% | Reduced |
| Trust Asset Management LLC | 2,261 | $279.5K | 0.02% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 2,247 | $277.8K | 0.01% | +30+1.4% | Added |
| Integrated Wealth Concepts LLC | 2,237 | $276.5K | 0.00% | +51+2.3% | Added |
| Principle Wealth Partners LLC | 2,225 | $275.0K | 0.02% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 2,221 | $274.6K | 0.02% | −82−3.6% | Reduced |
| Berry Wealth Group, LP | 2,221 | $274.5K | 0.22% | +6+0.3% | Added |
| CX Institutional | 2,220 | $274.4K | 0.01% | +375+20.3% | Added |
| Swiss Life Asset Management Ltd | 2,199 | $271.8K | 0.00% | +2,199 | New |
| Smartleaf Asset Management LLC | 2,227 | $270.8K | 0.04% | +379+20.5% | Added |
| Arbor Investment Advisors, LLC | 2,181 | $269.6K | 0.04% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 2,175 | $268.9K | 0.11% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 2,164 | $267.5K | 0.03% | −9−0.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,112 | $261.1K | 0.04% | −16−0.8% | Reduced |
| Revolve Wealth Partners, LLC | 2,098 | $259.3K | 0.04% | −9−0.4% | Reduced |
| Ellevest, Inc. | 2,096 | $259.1K | 0.02% | +2,096 | New |
| Novare Capital Management LLC | 2,080 | $257.1K | 0.02% | −350−14.4% | Reduced |
| Warren Averett Asset Management, LLC | 2,076 | $256.6K | 0.01% | +77+3.9% | Added |
| Financial Insights, Inc. | 2,061 | $254.8K | 0.07% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,035 | $251.5K | 0.01% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 2,023 | $250.0K | 0.02% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 2,014 | $249.0K | 0.19% | +37+1.9% | Added |
| Arthur M. Cohen & Associates, LLC | 2,000 | $247.2K | 0.05% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 1,977 | $244.4K | 0.00% | +1,977 | New |
| Cigna Investments Inc | 1,963 | $243.0K | 0.05% | −40−2.0% | Reduced |
| Stratos Wealth Partners, LTD. | 1,949 | $241.0K | 0.00% | −162−7.7% | Reduced |
| Synovus Financial Corp | 1,936 | $239.3K | 0.00% | −40−2.0% | Reduced |
| Family Wealth Group, LLC | 1,896 | $234.4K | 0.24% | +28+1.5% | Added |
| Bridgefront Capital, LLC | 1,883 | $232.8K | 0.10% | +1,883 | New |
| Boston Private Wealth LLC | 1,875 | $231.8K | 0.01% | −205−9.9% | Reduced |
| J. W. Coons Advisors, LLC | 1,872 | $231.4K | 0.06% | +1,872 | New |
| Crestwood Advisors Group LLC | 1,857 | $229.5K | 0.00% | −265−12.5% | Reduced |
| Southeast Asset Advisors Inc. | 1,846 | $228.2K | 0.03% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 1,835 | $226.8K | 0.09% | +35+1.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,827 | $225.8K | 0.06% | −5−0.3% | Reduced |
| Global Retirement Partners, LLC | 1,822 | $225.3K | 0.01% | +567+45.2% | Added |
| Valeo Financial Advisors, LLC | 1,809 | $223.6K | 0.01% | +1,809 | New |
| First Bank & Trust | 1,807 | $223.4K | 0.05% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 1,788 | $221.0K | 0.09% | −17−0.9% | Reduced |
| Central Trust Co | 1,786 | $220.8K | 0.01% | +1+0.1% | Added |
| Ballentine Partners, LLC | 1,776 | $219.5K | 0.00% | −45−2.5% | Reduced |
| Principal Securities, Inc. | 1,774 | $219.3K | 0.01% | +57+3.3% | Added |
| AXA S.A. | 1,772 | $219.0K | 0.00% | +20+1.1% | Added |
| Parallel Advisors, LLC | 1,772 | $219.0K | 0.01% | +37+2.1% | Added |
| Dynasty Wealth Management, LLC | 1,757 | $217.1K | 0.01% | +1,757 | New |
| Sax Wealth Advisors, LLC | 1,732 | $214.1K | 0.02% | +22+1.3% | Added |
| Atria Wealth Solutions, Inc. | 1,726 | $213.3K | 0.00% | −2,471−58.9% | Reduced |
| Legacy Advisors, LLC | 1,715 | $212.0K | 0.03% | +15+0.9% | Added |
| State of Wyoming | 1,715 | $212.0K | 0.03% | +34+2.0% | Added |
| Stephenson National Bank & Trust | 1,713 | $211.7K | 0.07% | −183−9.7% | Reduced |
| South Dakota Investment Council | 1,700 | $210.0K | 0.00% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 1,695 | $209.5K | 0.01% | +1,695 | New |
| Wedmont Private Capital | 1,683 | $203.7K | 0.01% | +1,683 | New |
| Mather Group, LLC. | 1,585 | $203.5K | 0.00% | +39+2.5% | Added |
| Moseley Investment Management Inc | 1,645 | $203.3K | 0.09% | 00.0% | Unchanged |
| DRW Securities, LLC | 1,626 | $200.4K | 0.01% | +1,626 | New |
| HighPoint Advisor Group LLC | 1,733 | $200.0K | 0.01% | +115+7.1% | Added |
| Deane Retirement Strategies, Inc. | 1,507 | $186.3K | 0.10% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,485 | $183.6K | 0.01% | +102+7.4% | Added |
| First Horizon Advisors, Inc. | 1,380 | $170.6K | 0.01% | −284−17.1% | Reduced |
| PGGM Investments | 1,350 | $167.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,342 | $165.9K | 0.02% | +390+41.0% | Added |
| Bruce G. Allen Investments, LLC | 1,265 | $156.4K | 0.13% | −5−0.4% | Reduced |
| Custom Portfolio Group LLC | 1,243 | $154.2K | 0.12% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,200 | $148.3K | 0.01% | +46+4.0% | Added |
| PSI Advisors, LLC | 1,157 | $143.0K | 0.05% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,013 | $125.2K | 0.04% | −205−16.8% | Reduced |
| Farther Finance Advisors, LLC | 920 | $113.4K | 0.01% | +40+4.5% | Added |