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 |
|---|---|---|---|---|---|
| Arthur M. Cohen & Associates, LLC | 2,000 | $246.0K | 0.04% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 2,023 | $247.7K | 0.02% | 00.0% | Unchanged |
| Financial Insights, Inc. | 2,061 | $252.4K | 0.08% | 00.0% | Unchanged |
| Novare Capital Management LLC | 2,080 | $254.7K | 0.02% | 00.0% | Unchanged |
| Berry Wealth Group, LP | 2,093 | $256.3K | 0.18% | −128−5.8% | Reduced |
| Revolve Wealth Partners, LLC | 2,102 | $257.4K | 0.04% | +4+0.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,111 | $258.5K | 0.04% | −10.0% | Reduced |
| Colony Group, LLC | 2,151 | $263.5K | 0.00% | +2,151 | New |
| Ballentine Partners, LLC | 2,156 | $264.0K | 0.00% | +380+21.4% | Added |
| Cadent Capital Advisors, LLC | 2,175 | $266.4K | 0.09% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 2,181 | $267.1K | 0.04% | 00.0% | Unchanged |
| Edmp, Inc. | 2,183 | $267.3K | 0.22% | −317−12.7% | Reduced |
| Proequities, Inc. | 2,191 | $268.3K | 0.02% | −109−4.7% | Reduced |
| HighPoint Advisor Group LLC | 1,879 | $271.1K | 0.02% | +146+8.4% | Added |
| Principle Wealth Partners LLC | 2,225 | $272.5K | 0.02% | 00.0% | Unchanged |
| Family Wealth Group, LLC | 2,256 | $276.3K | 0.24% | +360+19.0% | Added |
| CX Institutional | 2,257 | $276.4K | 0.01% | +37+1.7% | Added |
| Trust Asset Management LLC | 2,261 | $276.9K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 2,272 | $278.2K | 0.00% | −49−2.1% | Reduced |
| Rehmann Capital Advisory Group | 2,280 | $281.4K | 0.02% | +59+2.7% | Added |
| Sherbrooke Park Advisers LLC | 2,310 | $282.9K | 0.06% | −10,345−81.7% | Reduced |
| Harbor Investment Advisory, LLC | 2,317 | $283.7K | 0.03% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 2,323 | $284.5K | 0.02% | −10−0.4% | Reduced |
| Gitterman Wealth Management, LLC | 2,361 | $289.1K | 0.12% | +2,361 | New |
| Brevan Howard Capital Management LP | 2,377 | $291.1K | 0.01% | −5,713−70.6% | Reduced |
| Sequoia Financial Advisors, LLC | 2,382 | $291.7K | 0.00% | −114−4.6% | Reduced |
| Lake Street Advisors Group, LLC | 2,394 | $293.2K | 0.01% | +147+6.5% | Added |
| Pitcairn Co | 2,400 | $294.0K | 0.02% | −1,138−32.2% | Reduced |
| Salem Investment Counselors Inc | 2,413 | $295.5K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 2,440 | $298.8K | 0.00% | +137+5.9% | Added |
| Vestmark Advisory Solutions, Inc. | 2,481 | $303.8K | 0.01% | +214+9.4% | Added |
| Personal Cfo Solutions, LLC | 2,493 | $305.3K | 0.04% | +5+0.2% | Added |
| Colonial Trust Co | 2,495 | $305.5K | 0.05% | +3+0.1% | Added |
| Portside Wealth Group, LLC | 2,495 | $305.5K | 0.05% | +93+3.9% | Added |
| Drive Wealth Management, LLC | 2,496 | $305.6K | 0.08% | −110−4.2% | Reduced |
| Clarus Group, Inc. | 2,500 | $306.1K | 0.13% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,514 | $306.7K | 0.01% | −463−15.6% | Reduced |
| Virtu Financial LLC | 2,514 | $308.0K | 0.02% | +2,514 | New |
| Dynamic Advisor Solutions LLC | 2,516 | $308.2K | 0.01% | −30−1.2% | Reduced |
| MBB Public Markets I LLC | 2,520 | $308.6K | 0.03% | −12,077−82.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,534 | $310.3K | 0.08% | +11+0.4% | Added |
| Blue Chip Partners, Inc. | 2,544 | $311.5K | 0.03% | +9+0.4% | Added |
| Darwin Advisors, LLC | 2,547 | $311.9K | 0.09% | +2,547 | New |
| Calton & Associates, Inc. | 2,550 | $312.3K | 0.12% | 00.0% | Unchanged |
| AXA S.A. | 2,558 | $313.3K | 0.00% | +786+44.4% | Added |
| Exchange Traded Concepts, LLC | 2,569 | $314.6K | 0.01% | +2,569 | New |
| Private Advisor Group, LLC | 2,577 | $315.6K | 0.00% | −425−14.2% | Reduced |
| Bleakley Financial Group, LLC | 2,583 | $316.3K | 0.01% | −4−0.2% | Reduced |
| Snowden Capital Advisors LLC | 2,596 | $317.9K | 0.01% | −3,941−60.3% | Reduced |
| Maven Securities LTD | 2,600 | $318.4K | 0.04% | +2,600 | New |
| State of Wyoming | 2,649 | $324.4K | 0.05% | +934+54.5% | Added |
| Fulton Bank, N.A. | 2,650 | $324.5K | 0.01% | −921−25.8% | Reduced |
| Flagship Harbor Advisors, LLC | 2,660 | $325.7K | 0.02% | 00.0% | Unchanged |
| Howard Bailey Securities, LLC | 2,670 | $327.0K | 0.12% | +2,670 | New |
| Alliance Wealth Advisors, LLC | 2,676 | $327.7K | 0.09% | +373+16.2% | Added |
| Graham Capital Management, L.P. | 2,681 | $328.3K | 0.01% | +2,681 | New |
| Checchi Capital Advisers, LLC | 2,701 | $330.8K | 0.02% | +173+6.8% | Added |
| PFG Advisors | 2,703 | $331.0K | 0.02% | +2,703 | New |
| Wetherby Asset Management Inc | 2,713 | $332.2K | 0.02% | −104−3.7% | Reduced |
| Ostrum Asset Management | 2,717 | $332.7K | 0.03% | +33+1.2% | Added |
| Evercore Wealth Management, LLC | 2,728 | $334.1K | 0.01% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,734 | $334.8K | 0.01% | −25−0.9% | Reduced |
| Natixis | 2,739 | $335.4K | 0.00% | −54,108−95.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,741 | $335.7K | 0.01% | −370−11.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,788 | $341.4K | 0.02% | +439+18.7% | Added |
| Smartleaf Asset Management LLC | 2,792 | $342.0K | 0.04% | +565+25.4% | Added |
| iA Global Asset Management Inc. | 2,832 | $347.0K | 0.01% | −8,689−75.4% | Reduced |
| MTM Investment Management, LLC | 2,752 | $349.9K | 0.14% | +52+1.9% | Added |
| Leuthold Group, LLC | 2,879 | $352.6K | 0.04% | −67−2.3% | Reduced |
| RSM US Wealth Management LLC | 2,859 | $352.9K | 0.01% | +180+6.7% | Added |
| Kovitz Investment Group Partners, LLC | 5,527 | $355.9K | 0.00% | −6,091−52.4% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 2,925 | $358.2K | 0.04% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 2,926 | $358.3K | 0.16% | +4+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,958 | $362.0K | 0.00% | −1,411−32.3% | Reduced |
| Agate Pass Investment Management, LLC | 2,968 | $363.5K | 0.18% | −500−14.4% | Reduced |
| Phillips Wealth Planners LLC | 2,672 | $363.8K | 0.35% | +19+0.7% | Added |
| Quantitative Investment Management, LLC | 2,979 | $364.0K | 0.04% | +2,979 | New |
| Alps Advisors Inc | 3,000 | $367.4K | 0.00% | +3,000 | New |
| Quad-Cities Investment Group, LLC | 3,018 | $369.5K | 0.19% | +10+0.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,021 | $370.0K | 0.04% | −24−0.8% | Reduced |
| Level Four Advisory Services, LLC | 2,519 | $373.4K | 0.02% | −262−9.4% | Reduced |
| Profund Advisors LLC | 3,061 | $374.9K | 0.01% | +347+12.8% | Added |
| Great Lakes Retirement, Inc. | 3,070 | $376.0K | 0.05% | +8+0.3% | Added |
| Novak & Powell Financial Services, Inc. | 3,073 | $376.3K | 0.22% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 3,093 | $378.8K | 0.01% | −329−9.6% | Reduced |
| Capstone Investment Advisors, LLC | 3,128 | $383.1K | 0.01% | +548+21.2% | Added |
| DoubleLine ETF Adviser LP | 3,129 | $383.2K | 0.09% | −212−6.3% | Reduced |
| Essex Financial Services, Inc. | 2,854 | $388.7K | 0.03% | −33−1.1% | Reduced |
| Westpac Banking Corp | 3,177 | $389.1K | 0.03% | +2,554+410.0% | Added |
| Northwestern Mutual Wealth Management Co | 3,186 | $390.1K | 0.00% | +221+7.5% | Added |
| NewEdge Wealth, LLC | 3,186 | $390.2K | 0.01% | +782+32.5% | Added |
| Fifth Third Wealth Advisors LLC | 3,186 | $390.2K | 0.02% | +3,186 | New |
| Collective Family Office LLC | 3,200 | $391.9K | 0.11% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 3,248 | $397.8K | 0.01% | −370−10.2% | Reduced |
| Argus Investors' Counsel, Inc. | 3,251 | $398.1K | 0.26% | −258−7.4% | Reduced |
| Catalyst Capital Advisors LLC | 3,256 | $398.7K | 0.01% | −2,309−41.5% | Reduced |
| GTS Securities LLC | 3,330 | $407.8K | 0.01% | −508−13.2% | Reduced |
| Stonebrook Private Inc. | 3,341 | $409.2K | 0.11% | +150+4.7% | Added |
| Everence Capital Management Inc | 3,370 | $413.0K | 0.03% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 3,377 | $413.6K | 0.05% | +7+0.2% | Added |