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 |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 894 | $110.0K | 0.00% | +8+0.9% | Added |
| Caldwell Trust Co | 869 | $107.4K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 830 | $102.7K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 818 | $101.0K | 0.04% | −167−17.0% | Reduced |
| Ci Investments Inc. | 817 | $101.0K | 0.00% | +23+2.9% | Added |
| DT Investment Partners, LLC | 719 | $88.9K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 701 | $86.6K | 0.05% | −493−41.3% | Reduced |
| Federated Hermes, Inc. | 699 | $86.4K | 0.00% | −104−13.0% | Reduced |
| Advisors Asset Management, Inc. | 695 | $85.9K | 0.00% | +100+16.8% | Added |
| Massmutual Trust Co FSB | 695 | $85.9K | 0.00% | +173+33.1% | Added |
| Addison Advisors LLC | 672 | $83.1K | 0.03% | +29+4.5% | Added |
| Loomis Sayles & Co L P | 634 | $78.0K | 0.00% | +129+25.5% | Added |
| Westpac Banking Corp | 623 | $77.0K | 0.01% | +327+110.5% | Added |
| Delta Asset Management LLC | 600 | $74.2K | 0.01% | −75−11.1% | Reduced |
| Family Firm, Inc. | 555 | $68.7K | 0.02% | +555 | New |
| Parkside Financial Bank & Trust | 553 | $68.4K | 0.01% | +69+14.3% | Added |
| HM Payson & Co | 550 | $68.0K | 0.00% | −450−45.0% | Reduced |
| Capital Advisors, Ltd. LLC | 526 | $65.0K | 0.01% | −2−0.4% | Reduced |
| Rothschild Investment LLC | 505 | $62.4K | 0.00% | +14+2.9% | Added |
| Alta Advisers Ltd | 500 | $61.8K | 0.03% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 500 | $61.8K | 0.01% | +500 | New |
| Benjamin F. Edwards & Company, Inc. | 493 | $61.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 479 | $59.2K | 0.01% | +345+257.5% | Added |
| BOK Financial Private Wealth, Inc. | 476 | $58.8K | 0.00% | +476 | New |
| Resources Management Corp | 472 | $58.0K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 464 | $57.4K | 0.03% | +464 | New |
| Pinnacle Financial Partners Inc | 442 | $56.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 456 | $56.4K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 508 | $55.2K | 0.00% | −13−2.5% | Reduced |
| Whittier Trust Co | 434 | $53.6K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 429 | $53.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 415 | $51.3K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 410 | $50.7K | 0.00% | +31+8.2% | Added |
| Catalyst Funds Management Pty Ltd | 400 | $49.4K | 0.01% | +400 | New |
| Private Trust Co NA | 386 | $47.7K | 0.01% | −175−31.2% | Reduced |
| TD Capital Management LLC | 379 | $46.9K | 0.00% | +1+0.3% | Added |
| Trust Co | 379 | $46.8K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 373 | $46.1K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 350 | $43.3K | 0.00% | +263+302.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 342 | $42.3K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 330 | $40.8K | 0.01% | −3−0.9% | Reduced |
| RFP Financial Group LLC | 323 | $39.9K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 311 | $38.4K | 0.00% | −5,597−94.7% | Reduced |
| Clearstead Advisors, LLC | 285 | $35.2K | 0.00% | +235+470.0% | Added |
| Smithfield Trust Co | 287 | $35.0K | 0.00% | +41+16.7% | Added |
| JFS Wealth Advisors, LLC | 274 | $33.9K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 250 | $30.9K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 250 | $30.9K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 264 | $30.4K | 0.00% | −8−2.9% | Reduced |
| Quarry LP | 233 | $28.8K | 0.01% | +233 | New |
| EverSource Wealth Advisors, LLC | 248 | $28.7K | 0.00% | −323−56.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 232 | $28.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 214 | $26.0K | 0.02% | −25−10.5% | Reduced |
| Zions Bancorporation, N.A. | 208 | $25.7K | 0.00% | −31−13.0% | Reduced |
| Venturi Wealth Management, LLC | 197 | $24.4K | 0.00% | +138+233.9% | Added |
| Deseret Mutual Benefit Administrators | 192 | $23.7K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 192 | $23.0K | 0.00% | +5+2.7% | Added |
| Kelly Financial Services LLC | 186 | $23.0K | 0.01% | +45+31.9% | Added |
| CarsonAllaria Wealth Management, Ltd. | 173 | $21.4K | 0.01% | +1+0.6% | Added |
| Naples Money Management LLC | 174 | $21.4K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 163 | $20.1K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 150 | $18.5K | 0.00% | +94+167.9% | Added |
| Princeton Global Asset Management LLC | 145 | $17.9K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 140 | $17.3K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 139 | $17.2K | 0.00% | +139 | New |
| Bell Investment Advisors, Inc | 137 | $16.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 135 | $16.7K | 0.00% | +110+440.0% | Added |
| Birchbrook, Inc. | 131 | $16.2K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 124 | $15.3K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 121 | $15.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 121 | $15.0K | 0.00% | +42+53.2% | Added |
| MV Capital Management, Inc. | 114 | $14.1K | 0.00% | +2+1.8% | Added |
| Raleigh Capital Management Inc. | 113 | $14.0K | 0.01% | +8+7.6% | Added |
| Rise Advisors, LLC | 112 | $13.9K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 111 | $13.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 109 | $13.5K | 0.00% | +109 | New |
| Fortitude Family Office, LLC | 103 | $12.7K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 98 | $12.0K | 0.00% | +12+14.0% | Added |
| Hobbs Group Advisors, LLC | 90 | $11.1K | 0.00% | +90 | New |
| Cornerstone Planning Group LLC | 102 | $10.9K | 0.00% | −16−13.6% | Reduced |
| Private Wealth Management Group, LLC | 87 | $10.8K | 0.00% | +45+107.1% | Added |
| Indiana Trust & Investment Management CO | 85 | $10.5K | 0.00% | +85 | New |
| Cullen/Frost Bankers, Inc. | 78 | $9.64K | 0.00% | +7+9.9% | Added |
| AdvisorNet Financial, Inc | 77 | $9.52K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 75 | $9.27K | 0.00% | +75 | New |
| Creative Financial Designs Inc | 66 | $8.16K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 66 | $8.16K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 63 | $7.79K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 63 | $7.79K | 0.00% | +41+186.4% | Added |
| Key Financial Inc | 62 | $7.66K | 0.00% | +25+67.6% | Added |
| Anchor Investment Management, LLC | 61 | $7.54K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 61 | $7.54K | 0.00% | +61 | New |
| TCTC Holdings, LLC | 60 | $7.42K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 58 | $7.17K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 57 | $7.05K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 56 | $6.92K | 0.00% | +56 | New |
| Larson Financial Group LLC | 53 | $6.59K | 0.00% | +43+430.0% | Added |
| Washington Trust Co | 49 | $6.11K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 39 | $5.00K | 0.00% | +5+14.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 40 | $4.94K | 0.00% | 00.0% | Unchanged |