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, Q3 2024
Institutional positions in Raymond James Financial Inc as of Sep 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
- 768
- +24 vs. Q2 2024
- Shares held
- 156.0M
- +16.6M (+11.9%) vs. Q2 2024
- Total value
- $19.1B
- +$1.94B (+11.3%) vs. Q2 2024
- New holders
- 76
- 282 more added
- Sold out
- 52
- 264 more reduced
7 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Raymond James Financial Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 21,932,181 | $2.69B | 0.05% | −4,2530.0% | Reduced |
| BlackRock, Inc. | 13,628,450 | $1.67B | 0.04% | +13,628,450 | New |
| Wellington Management Group LLP | 12,114,502 | $1.48B | 0.26% | +2,898,242+31.4% | Added |
| Primecap Management Co | 11,976,412 | $1.47B | 1.08% | −109,170−0.9% | Reduced |
| State Street Corp | 7,974,740 | $976.6M | 0.04% | +54,265+0.7% | Added |
| FMR LLC | 6,384,748 | $781.9M | 0.05% | −142,323−2.2% | Reduced |
| JPMorgan Chase & Co | 4,544,610 | $556.5M | 0.04% | +488,245+12.0% | Added |
| Geode Capital Management, LLC | 4,351,684 | $531.0M | 0.04% | +12,869+0.3% | Added |
| T. Rowe Price Investment Management, Inc. | 4,130,696 | $505.8M | 0.31% | +249,599+6.4% | Added |
| Agf Management Ltd | 2,611,163 | $319.8M | 1.62% | +30,696+1.2% | Added |
| Bank of America Corp | 2,584,173 | $316.5M | 0.03% | +300,145+13.1% | Added |
| Earnest Partners LLC | 2,509,471 | $307.3M | 1.34% | +4,102+0.2% | Added |
| Norges Bank | 2,354,876 | $288.4M | 0.04% | +75,796+3.3% | Added |
| Invesco Ltd. | 2,242,402 | $274.6M | 0.05% | +190,759+9.3% | Added |
| Massachusetts Financial Services Co | 2,156,439 | $264.1M | 0.08% | −59,557−2.7% | Reduced |
| Dimensional Fund Advisors LP | 2,064,787 | $252.9M | 0.06% | +40,175+2.0% | Added |
| Morgan Stanley | 1,841,797 | $225.5M | 0.02% | +103,743+6.0% | Added |
| Northern Trust Corp | 1,779,479 | $217.9M | 0.04% | −93,779−5.0% | Reduced |
| First Trust Advisors LP | 1,649,656 | $202.0M | 0.19% | +192,635+13.2% | Added |
| Goldman Sachs Group Inc | 1,520,528 | $186.2M | 0.04% | +30,077+2.0% | Added |
| Mercer Global Advisors Inc | 1,317,669 | $162.1M | 0.38% | −22,352−1.7% | Reduced |
| Bank of New York Mellon Corp | 1,304,479 | $159.7M | 0.03% | −15,774−1.2% | Reduced |
| UBS Asset Management Americas Inc | 1,293,063 | $158.3M | 0.04% | −96,239−6.9% | Reduced |
| Legal & General Group Plc | 1,254,102 | $153.6M | 0.04% | +6,974+0.6% | Added |
| Harfst & Associates, Inc. | 1,127,429 | $138.1M | 31.01% | −190.0% | Reduced |
| Envestnet Asset Management Inc | 1,120,017 | $137.2M | 0.04% | +53,540+5.0% | Added |
| Sterling Capital Management LLC | 1,082,056 | $132.5M | 1.71% | +1,082,056 | New |
| Charles Schwab Investment Management Inc | 1,064,349 | $130.3M | 0.02% | +7,121+0.7% | Added |
| Congress Asset Management Co | 975,601 | $119.5M | 0.81% | +78,202+8.7% | Added |
| SEI Investments Co | 893,779 | $109.5M | 0.14% | −8,722−1.0% | Reduced |
| Barclays PLC | 847,108 | $103.7M | 0.05% | +212,697+33.5% | Added |
| UBS Group AG | 807,651 | $98.9M | 0.03% | +35,366+4.6% | Added |
| Amundi | 777,184 | $97.1M | 0.04% | +113,635+17.1% | Added |
| Ceredex Value Advisors LLC | 722,393 | $88.5M | 1.73% | +474,443+191.3% | Added |
| Nuveen Asset Management, LLC | 715,215 | $87.6M | 0.02% | −4,455−0.6% | Reduced |
| Principal Financial Group Inc | 626,866 | $76.8M | 0.04% | +43,601+7.5% | Added |
| Franklin Resources Inc | 568,070 | $73.9M | 0.02% | +9,217+1.6% | Added |
| Deutsche Bank AG | 596,063 | $73.0M | 0.03% | +36,783+6.6% | Added |
| HSBC Holdings PLC | 565,136 | $69.1M | 0.04% | +54,429+10.7% | Added |
| Millennium Management LLC | 545,718 | $66.8M | 0.06% | +530,084+3,390.6% | Added |
| Premier Fund Managers Ltd | 526,000 | $64.4M | 2.29% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 512,721 | $62.8M | 0.12% | +79,671+18.4% | Added |
| Palisade Capital Management LLC | 496,560 | $60.8M | 1.61% | −29,933−5.7% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 493,729 | $60.5M | 1.90% | +126,437+34.4% | Added |
| Wells Fargo & Company | 489,432 | $59.9M | 0.01% | −28,678−5.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 473,140 | $57.9M | 0.04% | +7,028+1.5% | Added |
| APG Asset Management N.V. | 524,287 | $57.5M | 0.38% | −1,349,853−72.0% | Reduced |
| Truist Financial Corp | 457,285 | $56.0M | 0.09% | −884,784−65.9% | Reduced |
| Fisher Asset Management, LLC | 448,476 | $54.9M | 0.02% | +8,080+1.8% | Added |
| D. E. Shaw & Co., Inc. | 423,856 | $51.9M | 0.07% | +416,460+5,630.9% | Added |
| TD Asset Management Inc | 413,150 | $50.6M | 0.04% | +28,823+7.5% | Added |
| KBC Group NV | 412,951 | $50.6M | 0.15% | +90,845+28.2% | Added |
| Silvercrest Asset Management Group LLC | 409,346 | $50.1M | 0.34% | −10,120−2.4% | Reduced |
| BNP Paribas Arbitrage, SA | 384,823 | $47.1M | 0.05% | +110,496+40.3% | Added |
| Marshall Wace, LLP | 373,612 | $45.8M | 0.06% | −608,044−61.9% | Reduced |
| Price T Rowe Associates Inc | 363,899 | $44.6M | 0.01% | +569+0.2% | Added |
| New York State Common Retirement Fund | 361,738 | $44.3M | 0.06% | −169,570−31.9% | Reduced |
| Rhumbline Advisers | 342,103 | $41.9M | 0.04% | −40,329−10.5% | Reduced |
| California Public Employees Retirement System | 331,909 | $40.6M | 0.03% | −1,168−0.4% | Reduced |
| Raymond James & Associates | 302,509 | $37.0M | 0.02% | −345−0.1% | Reduced |
| Davis Asset Management, L.P. | 300,000 | $36.7M | 1.47% | 00.0% | Unchanged |
| Iat Reinsurance Co Ltd. | 298,125 | $36.5M | 8.27% | 00.0% | Unchanged |
| National Pension Service | 292,577 | $35.8M | 0.03% | +6,221+2.2% | Added |
| Prudential Financial Inc | 288,683 | $35.4M | 0.05% | −48,186−14.3% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 284,168 | $34.8M | 1.98% | +3,219+1.1% | Added |
| Ameriprise Financial Inc | 280,047 | $34.3M | 0.01% | +1,009+0.4% | Added |
| Two Sigma Advisers, LP | 278,500 | $34.1M | 0.08% | +278,500 | New |
| Schroder Investment Management Group | 277,009 | $33.9M | 0.03% | +91,980+49.7% | Added |
| Bank of Montreal | 275,189 | $33.7M | 0.02% | +9,378+3.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 266,698 | $32.7M | 0.03% | +5,988+2.3% | Added |
| California State Teachers Retirement System | 263,781 | $32.3M | 0.04% | −12,612−4.6% | Reduced |
| Citadel Advisors LLC | 248,213 | $30.4M | 0.03% | +222,664+871.5% | Added |
| Royal Bank of Canada | 246,324 | $30.2M | 0.01% | −52,813−17.7% | Reduced |
| Natixis Advisors, L.P. | 239,131 | $29.3M | 0.06% | +3,204+1.4% | Added |
| Macquarie Group Ltd | 239,014 | $29.3M | 0.03% | −2,847−1.2% | Reduced |
| Clearbridge Investments, LLC | 237,131 | $29.0M | 0.02% | −18,220−7.1% | Reduced |
| Worldquant Millennium Advisors LLC | 236,693 | $29.0M | 0.21% | +236,693 | New |
| Voloridge Investment Management, LLC | 220,182 | $27.0M | 0.10% | +188,214+588.8% | Added |
| Alliancebernstein L.P. | 210,919 | $25.8M | 0.01% | −1,526−0.7% | Reduced |
| New York State Teachers Retirement System | 210,144 | $25.7M | 0.05% | −14,374−6.4% | Reduced |
| Two Sigma Investments, LP | 207,242 | $25.4M | 0.06% | +194,455+1,520.7% | Added |
| Pinnacle Associates Ltd | 226,342 | $25.2M | 0.43% | +4,752+2.1% | Added |
| Raymond James Trust N.A. | 202,699 | $24.8M | 0.54% | +478+0.2% | Added |
| AQR Capital Management LLC | 199,288 | $24.4M | 0.03% | +30,635+18.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 196,072 | $24.0M | 0.03% | −1,677−0.8% | Reduced |
| State Board of Administration of Florida Retirement System | 195,506 | $23.9M | 0.05% | −11,608−5.6% | Reduced |
| Renaissance Technologies LLC | 193,037 | $23.6M | 0.04% | +193,037 | New |
| Russell Investments Group, Ltd. | 191,420 | $23.4M | 0.03% | +6,888+3.7% | Added |
| Nicholas Company, Inc. | 179,587 | $22.0M | 0.36% | −18,362−9.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 174,750 | $21.4M | 0.04% | −4,200−2.3% | Reduced |
| Korea Investment CORP | 161,716 | $19.8M | 0.05% | +9,524+6.3% | Added |
| FIL Ltd | 158,284 | $19.4M | 0.02% | −10,125−6.0% | Reduced |
| Gillespie Robinson & Grimm Inc | 151,779 | $18.6M | 1.45% | −9,815−6.1% | Reduced |
| Philo Smith Capital Corp | 151,500 | $18.6M | 4.69% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 129,326 | $15.8M | 0.04% | 00.0% | Unchanged |
| Citigroup Inc | 128,689 | $15.8M | 0.01% | −7,538−5.5% | Reduced |
| Great West Life Assurance Co | 127,822 | $15.7M | 0.03% | +2,781+2.2% | Added |
| American Century Companies Inc | 124,714 | $15.3M | 0.01% | +5,711+4.8% | Added |
| Brandywine Global Investment Management, LLC | 116,213 | $15.1M | 0.10% | +4,963+4.5% | Added |
| Allspring Global Investments Holdings, LLC | 123,098 | $15.1M | 0.02% | +493+0.4% | Added |