Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2024: 768 institutions
Q1 2021: 552 institutionsQ2 2021: 565 institutionsQ3 2021: 583 institutionsQ4 2021: 638 institutionsQ1 2022: 664 institutionsQ2 2022: 657 institutionsQ3 2022: 666 institutionsQ4 2022: 701 institutionsQ1 2023: 664 institutionsQ2 2023: 644 institutionsQ3 2023: 658 institutionsQ4 2023: 720 institutionsQ1 2024: 729 institutionsQ2 2024: 751 institutionsQ3 2024: 768 institutionsQ4 2024: 840 institutionsQ1 2025: 858 institutionsQ2 2025: 857 institutionsQ3 2025: 894 institutionsQ4 2025: 936 institutionsQ1 2026: 925 institutionsQ2 2026: 904 institutions
Value heldQ3 2024: $19.1B
Q1 2021: $12.3BQ2 2021: $13.2BQ3 2021: $14.0BQ4 2021: $15.5BQ1 2022: $17.3BQ2 2022: $14.3BQ3 2022: $16.1BQ4 2022: $17.5BQ1 2023: $14.8BQ2 2023: $16.5BQ3 2023: $15.7BQ4 2023: $17.4BQ1 2024: $19.9BQ2 2024: $18.9BQ3 2024: $19.1BQ4 2024: $23.9BQ1 2025: $21.8BQ2 2025: $23.8BQ3 2025: $26.0BQ4 2025: $24.6BQ1 2026: $22.0BQ2 2026: $23.1B
Institutions holding RJF and their total value by quarter
QuarterHoldersValue
Q2 2026904$23.1B
Q1 2026925$22.0B
Q4 2025936$24.6B
Q3 2025894$26.0B
Q2 2025857$23.8B
Q1 2025858$21.8B
Q4 2024840$23.9B
Q3 2024768$19.1B
Q2 2024751$18.9B
Q1 2024729$19.9B
Q4 2023720$17.4B
Q3 2023658$15.7B
Q2 2023644$16.5B
Q1 2023664$14.8B
Q4 2022701$17.5B
Q3 2022666$16.1B
Q2 2022657$14.3B
Q1 2022664$17.3B
Q4 2021638$15.5B
Q3 2021583$14.0B
Q2 2021565$13.2B
Q1 2021552$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.

Institutions holding RJF in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Lazard Asset Management LLC1$00.00%−9−90.0%Reduced
Clear Street Markets LLC1$00.00%+1New
Dogwood Wealth Management LLC0$20.00%0Unchanged
DHJJ Financial Advisors, Ltd.0$140.00%0Unchanged
Y.D. More Investments Ltd105$350.00%+5+5.0%Added
Sandy Spring Bank0$410.00%0Unchanged
West Branch Capital LLC1$1230.00%+1New
Mendota Financial Group, LLC1$1230.00%+1New
CoreCap Advisors, LLC2$2450.00%+2New
WestEnd Advisors, LLC3$3670.00%00.0%Unchanged
Rosenberg Matthew Hamilton3$3670.00%00.0%Unchanged
MCF Advisors LLC3$3680.00%00.0%Unchanged
West Paces Advisors Inc.6$7350.00%00.0%Unchanged
Riverview Trust Co6$7350.00%+6New
Claris Advisors, LLC7$8570.00%+7New
Valued Wealth Advisors LLC8$9800.00%−22−73.3%Reduced
Geneos Wealth Management Inc.9$1.10K0.00%−12−57.1%Reduced
NVWM, LLC9$1.10K0.00%+5+125.0%Added
TFC Financial Management9$1.10K0.00%−1−10.0%Reduced
Bank of New Hampshire10$1.23K0.00%00.0%Unchanged
Fuller & Thaler Asset Management, Inc.11$1.35K0.00%00.0%Unchanged
Crewe Advisors LLC11$1.35K0.00%−22−66.7%Reduced
Continuum Advisory, LLC9$1.44K0.00%−10−52.6%Reduced
Truvestments Capital LLC15$1.84K0.00%+15New
C M Bidwell & Associates Ltd16$1.96K0.00%00.0%Unchanged
Dunhill Financial, LLC17$2.13K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.18$2.20K0.00%00.0%Unchanged
Spire Wealth Management18$2.21K0.00%00.0%Unchanged
Plato Investment Management Ltd19$2.32K0.00%00.0%Unchanged
Albion Financial Group19$2.33K0.00%00.0%Unchanged
New Millennium Group LLC19$2.34K0.00%−13−40.6%Reduced
Brown Brothers Harriman & Co23$2.82K0.00%+23New
Avion Wealth31$3.00K0.00%+4+14.8%Added
SJS Investment Consulting Inc.26$3.18K0.00%00.0%Unchanged
Abound Wealth Management28$3.43K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.29$3.55K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.30$3.67K0.00%−31−50.8%Reduced
Asset Dedication, LLC30$3.67K0.00%00.0%Unchanged
Raffa Wealth Management, LLC30$3.67K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC31$3.80K0.00%+4+14.8%Added
Beaird Harris Wealth Management, LLC31$3.80K0.00%00.0%Unchanged
Financial Management Professionals, Inc.32$4.00K0.00%−7−17.9%Reduced
Capital Analysts, LLC32$4.00K0.00%00.0%Unchanged
McIlrath & Eck, LLC33$4.07K0.00%00.0%Unchanged
Trust Co of Vermont34$4.16K0.00%+34New
SOA Wealth Advisors, LLC.34$4.18K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.37$4.50K0.00%00.0%Unchanged
Ashton Thomas Securities, LLC37$4.53K0.00%+37New
Kayne Anderson Rudnick Investment Management LLC40$4.90K0.00%00.0%Unchanged
Sachetta, LLC44$5.39K0.00%+4+10.0%Added
FSA Wealth Management LLC45$5.51K0.00%+45New
Creative Financial Designs Inc50$6.12K0.00%−16−24.2%Reduced
AdvisorNet Financial, Inc51$6.25K0.00%−26−33.8%Reduced
Washington Trust Co52$6.32K0.00%+3+6.1%Added
Cullen/Frost Bankers, Inc.56$6.86K0.00%−22−28.2%Reduced
Creekmur Asset Management LLC56$6.86K0.00%00.0%Unchanged
Aspect Partners, LLC57$6.98K0.00%00.0%Unchanged
Beacon Capital Management, LLC57$6.98K0.00%+57New
Harbour Investments, Inc.58$7.10K0.00%−5−7.9%Reduced
Pacific Center for Financial Services58$7.10K0.00%00.0%Unchanged
TCTC Holdings, LLC60$7.35K0.00%00.0%Unchanged
Anchor Investment Management, LLC61$7.47K0.00%00.0%Unchanged
Private Wealth Management Group, LLC61$7.47K0.00%−26−29.9%Reduced
Key Financial Inc62$7.59K0.00%00.0%Unchanged
First Financial Corp63$7.71K0.00%00.0%Unchanged
Jaffetilchin Investment Partners, LLC65$7.96K0.00%+65New
Glen Eagle Advisors, LLC66$8.08K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.70$8.57K0.00%−406−85.3%Reduced
Gilliland Jeter Wealth Management LLC71$8.72K0.00%−6,166−98.9%Reduced
Meeder Asset Management Inc75$9.19K0.00%+75New
Walleye Capital LLC79$9.67K0.00%−2,396−96.8%Reduced
Indiana Trust & Investment Management CO85$10.4K0.00%00.0%Unchanged
Global X Japan Co., Ltd.86$10.5K0.00%+86New
Hobbs Group Advisors, LLC90$11.0K0.00%00.0%Unchanged
Cornerstone Planning Group LLC75$11.2K0.00%−27−26.5%Reduced
Fortitude Family Office, LLC103$12.6K0.00%00.0%Unchanged
Capital Performance Advisors LLP109$13.3K0.00%+109New
Prestige Wealth Management Group LLC111$13.6K0.00%00.0%Unchanged
Larson Financial Group LLC112$13.8K0.00%+59+111.3%Added
Rise Advisors, LLC113$13.8K0.01%+1+0.9%Added
MV Capital Management, Inc.114$14.0K0.00%00.0%Unchanged
GW&K Investment Management, LLC112$14.0K0.00%+14+14.3%Added
Farmers & Merchants Investments Inc121$14.8K0.00%00.0%Unchanged
Quent Capital, LLC121$14.8K0.00%00.0%Unchanged
Smithfield Trust Co120$15.0K0.00%−167−58.2%Reduced
Raleigh Capital Management Inc.123$15.1K0.01%+10+8.8%Added
LGT Financial Advisors LLC124$15.2K0.04%00.0%Unchanged
Birchbrook, Inc.131$16.0K0.01%00.0%Unchanged
Bell Investment Advisors, Inc132$16.2K0.00%−5−3.6%Reduced
Princeton Global Asset Management LLC145$17.8K0.00%00.0%Unchanged
Venturi Wealth Management, LLC157$19.2K0.00%−40−20.3%Reduced
First Community Trust NA163$20.0K0.02%00.0%Unchanged
Hemington Wealth Management139$20.0K0.01%+139New
Valley National Advisers Inc172$21.0K0.00%−20−10.4%Reduced
Naples Money Management LLC174$21.3K0.02%00.0%Unchanged
Versant Capital Management, Inc174$21.3K0.00%+39+28.9%Added
CarsonAllaria Wealth Management, Ltd.174$21.3K0.01%+1+0.6%Added
TD Private Client Wealth LLC186$22.8K0.00%−125−40.2%Reduced
Deseret Mutual Benefit Administrators192$23.5K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.194$23.8K0.00%+85+78.0%Added