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 |
|---|---|---|---|---|---|
| Alpine Bank Wealth Management | 197 | $24.1K | 0.00% | +197 | New |
| Wolff Wiese Magana LLC | 203 | $24.9K | 0.02% | +198+3,960.0% | Added |
| Zions Bancorporation, N.A. | 208 | $25.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 215 | $26.0K | 0.02% | +1+0.5% | Added |
| Riggs Asset Managment Co. Inc. | 250 | $30.6K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 250 | $30.6K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 259 | $31.7K | 0.02% | +259 | New |
| JFS Wealth Advisors, LLC | 278 | $34.0K | 0.00% | +4+1.5% | Added |
| Gladius Capital Management LP | 278 | $34.0K | 0.02% | +278 | New |
| Clearstead Advisors, LLC | 286 | $35.0K | 0.00% | +1+0.4% | Added |
| TD Waterhouse Canada Inc. | 249 | $35.2K | 0.00% | +99+66.0% | Added |
| Peterson Financial Group, Inc. | 303 | $37.1K | 0.14% | +303 | New |
| Assetmark, Inc | 315 | $38.6K | 0.00% | −14,636−97.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 319 | $39.1K | 0.01% | −23−6.7% | Reduced |
| EverSource Wealth Advisors, LLC | 346 | $42.3K | 0.00% | +98+39.5% | Added |
| Laurel Wealth Advisors LLC | 373 | $45.7K | 0.01% | 00.0% | Unchanged |
| Trust Co | 379 | $46.4K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 381 | $46.6K | 0.00% | +2+0.5% | Added |
| Headlands Technologies LLC | 385 | $47.1K | 0.01% | +385 | New |
| Private Trust Co NA | 393 | $48.1K | 0.00% | +7+1.8% | Added |
| Catalyst Funds Management Pty Ltd | 400 | $49.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 415 | $50.8K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 420 | $51.4K | 0.02% | +187+80.3% | Added |
| Rothschild Investment LLC | 433 | $53.0K | 0.00% | −72−14.3% | Reduced |
| Whittier Trust Co | 434 | $53.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 442 | $54.1K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 452 | $55.4K | 0.01% | +23+5.4% | Added |
| CVA Family Office, LLC | 456 | $55.8K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 464 | $56.8K | 0.04% | 00.0% | Unchanged |
| Resources Management Corp | 472 | $58.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 477 | $58.4K | 0.01% | −2−0.4% | Reduced |
| Loomis Sayles & Co L P | 495 | $61.0K | 0.00% | −139−21.9% | Reduced |
| Alta Advisers Ltd | 500 | $61.2K | 0.03% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 500 | $61.2K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 526 | $64.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 543 | $66.5K | 0.00% | +35+6.9% | Added |
| HM Payson & Co | 550 | $67.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 584 | $71.5K | 0.01% | +31+5.6% | Added |
| Massmutual Trust Co FSB | 585 | $71.6K | 0.00% | −110−15.8% | Reduced |
| Johnson Financial Group, Inc. | 593 | $72.6K | 0.00% | +582+5,290.9% | Added |
| Skopos Labs, Inc. | 596 | $73.0K | 0.02% | +596 | New |
| Delta Asset Management LLC | 600 | $73.5K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 618 | $75.7K | 0.00% | +208+50.7% | Added |
| Advisors Asset Management, Inc. | 657 | $80.5K | 0.00% | −38−5.5% | Reduced |
| GeoWealth Management, LLC | 674 | $82.5K | 0.00% | +674 | New |
| Ci Investments Inc. | 686 | $84.0K | 0.00% | −131−16.0% | Reduced |
| Addison Advisors LLC | 691 | $84.6K | 0.02% | +19+2.8% | Added |
| Eagle Bay Advisors LLC | 701 | $85.8K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 10,654 | $87.0K | 0.00% | +10,630+44,291.7% | Added |
| DT Investment Partners, LLC | 719 | $88.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 777 | $95.2K | 0.00% | +427+122.0% | Added |
| Sentry Investment Management LLC | 818 | $100.0K | 0.04% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 830 | $101.7K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 869 | $106.4K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 904 | $110.0K | 0.00% | +10+1.1% | Added |
| Farther Finance Advisors, LLC | 961 | $117.6K | 0.00% | +41+4.5% | Added |
| Federated Hermes, Inc. | 1,038 | $127.1K | 0.00% | +339+48.5% | Added |
| SYSTM Wealth Solutions LLC | 1,065 | $130.4K | 3.96% | −42,002−97.5% | Reduced |
| Park Place Capital Corp | 1,087 | $133.1K | 0.04% | +74+7.3% | Added |
| Lindbrook Capital, LLC | 1,112 | $136.2K | 0.01% | −88−7.3% | Reduced |
| Bruce G. Allen Investments, LLC | 1,127 | $138.0K | 0.11% | −138−10.9% | Reduced |
| PSI Advisors, LLC | 1,157 | $141.7K | 0.04% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,255 | $153.7K | 0.01% | +1,255 | New |
| First Horizon Advisors, Inc. | 1,276 | $156.3K | 0.00% | −104−7.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,332 | $163.1K | 0.01% | +1,100+474.1% | Added |
| PGGM Investments | 1,350 | $165.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,411 | $172.8K | 0.01% | −74−5.0% | Reduced |
| GAMMA Investing LLC | 1,495 | $183.1K | 0.02% | +153+11.4% | Added |
| Deane Retirement Strategies, Inc. | 1,507 | $184.5K | 0.09% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,523 | $186.5K | 0.00% | −62−3.9% | Reduced |
| Global Retirement Partners, LLC | 1,542 | $188.9K | 0.01% | −280−15.4% | Reduced |
| Hamilton Capital Partners Inc. | 1,653 | $202.4K | 0.02% | −1,000−37.7% | Reduced |
| Stephenson National Bank & Trust | 1,654 | $202.5K | 0.06% | −59−3.4% | Reduced |
| South Dakota Investment Council | 1,700 | $208.0K | 0.00% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 1,715 | $210.0K | 0.05% | −157−8.4% | Reduced |
| Meeder Advisory Services, Inc. | 1,716 | $210.2K | 0.01% | +21+1.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,751 | $214.0K | 0.00% | −2,085−54.4% | Reduced |
| Dynasty Wealth Management, LLC | 1,765 | $216.2K | 0.01% | +8+0.5% | Added |
| Central Trust Co | 1,787 | $218.8K | 0.01% | +1+0.1% | Added |
| Summit Financial, LLC | 1,791 | $219.3K | 0.01% | +1,791 | New |
| Valeo Financial Advisors, LLC | 1,804 | $221.0K | 0.01% | −5−0.3% | Reduced |
| Central Bank & Trust Co | 1,807 | $221.3K | 0.03% | −25,034−93.3% | Reduced |
| First Bank & Trust | 1,807 | $221.3K | 0.04% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,769 | $221.8K | 0.01% | +86+5.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,827 | $223.7K | 0.06% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 1,846 | $226.1K | 0.03% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 1,870 | $229.0K | 0.09% | +35+1.9% | Added |
| Schonfeld Strategic Advisors LLC | 1,875 | $229.6K | 0.00% | −3,945−67.8% | Reduced |
| Simplicity Wealth,LLC | 1,877 | $229.9K | 0.02% | −2,341−55.5% | Reduced |
| Ameritas Investment Partners, Inc. | 1,877 | $229.9K | 0.01% | −158−7.8% | Reduced |
| Crestwood Advisors Group LLC | 1,915 | $234.5K | 0.00% | +58+3.1% | Added |
| Schechter Investment Advisors, LLC | 1,926 | $235.9K | 0.02% | −450−18.9% | Reduced |
| Synovus Financial Corp | 1,936 | $237.1K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,950 | $238.8K | 0.01% | +176+9.9% | Added |
| Legacy Advisors, LLC | 1,959 | $239.9K | 0.03% | +244+14.2% | Added |
| Parallel Advisors, LLC | 1,966 | $240.9K | 0.01% | +194+10.9% | Added |
| Cigna Investments Inc | 1,963 | $241.0K | 0.04% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 1,859 | $242.0K | 0.02% | +1,859 | New |
| Canandaigua National Bank & Trust Co | 1,993 | $244.1K | 0.02% | −171−7.9% | Reduced |
| Savant Capital, LLC | 2,005 | $245.5K | 0.00% | +2,005 | New |