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 |
|---|---|---|---|---|---|
| Aspen Grove Capital, LLC | 3,383 | $414.3K | 0.09% | 00.0% | Unchanged |
| Vestcor Inc | 3,400 | $416.0K | 0.01% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 3,398 | $416.1K | 0.02% | 00.0% | Unchanged |
| Jump Financial, LLC | 3,402 | $416.6K | 0.01% | +3,402 | New |
| Visionary Wealth Advisors | 3,452 | $422.8K | 0.03% | −56−1.6% | Reduced |
| Empowered Funds, LLC | 3,466 | $422.9K | 0.01% | +255+7.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,455 | $423.1K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 3,460 | $423.8K | 0.02% | +3+0.1% | Added |
| Dark Forest Capital Management LP | 3,473 | $425.3K | 0.05% | +3,473 | New |
| EntryPoint Capital, LLC | 3,488 | $427.1K | 0.24% | +3,488 | New |
| Guggenheim Capital LLC | 3,765 | $461.1K | 0.00% | −251−6.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,783 | $463.3K | 0.03% | +3,783 | New |
| Greenleaf Trust | 3,894 | $476.9K | 0.00% | −30−0.8% | Reduced |
| Shulman DeMeo Asset Management LLC | 3,935 | $481.9K | 0.12% | −31−0.8% | Reduced |
| Shell Asset Management Co | 3,942 | $483.0K | 0.02% | +3,942 | New |
| NJ State Employees Deferred Compensation Plan | 4,000 | $489.8K | 0.06% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 4,001 | $490.0K | 0.01% | +10.0% | Added |
| IFP Advisors, Inc | 4,003 | $490.3K | 0.02% | +299+8.1% | Added |
| Great Valley Advisor Group, Inc. | 4,014 | $491.5K | 0.01% | +42+1.1% | Added |
| McMahon Financial Advisors, LLC | 4,051 | $496.1K | 0.11% | +105+2.7% | Added |
| Beverly Hills Private Wealth, LLC | 4,061 | $497.3K | 0.10% | −586−12.6% | Reduced |
| Tectonic Advisors LLC | 4,119 | $504.4K | 0.03% | +19+0.5% | Added |
| Toroso Investments, LLC | 4,241 | $517.4K | 0.01% | −2,282−35.0% | Reduced |
| Verition Fund Management LLC | 4,235 | $518.6K | 0.00% | +4,235 | New |
| Fox Run Management, L.L.C. | 4,260 | $521.7K | 0.12% | −2,400−36.0% | Reduced |
| Dock Street Asset Management Inc | 4,264 | $522.2K | 0.07% | −317−6.9% | Reduced |
| Global Financial Private Client, LLC | 4,282 | $524.4K | 0.20% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 4,228 | $527.6K | 0.01% | +64+1.5% | Added |
| Quest Partners LLC | 4,320 | $529.0K | 0.05% | −2,545−37.1% | Reduced |
| Harrell Investment Partners, LLC | 4,350 | $532.7K | 0.15% | +16+0.4% | Added |
| Johnson Investment Counsel Inc | 4,389 | $537.5K | 0.01% | +248+6.0% | Added |
| Net Worth Advisory Group | 4,426 | $541.9K | 0.16% | +4,426 | New |
| NorthRock Partners, LLC | 4,555 | $557.8K | 0.02% | +252+5.9% | Added |
| CIBC World Markets Inc. | 4,598 | $563.0K | 0.00% | −516−10.1% | Reduced |
| RMB Capital Management, LLC | 4,600 | $563.3K | 0.01% | −9−0.2% | Reduced |
| Landscape Capital Management, L.L.C. | 4,607 | $564.2K | 0.06% | +4,607 | New |
| Parallax Volatility Advisers, L.P. | 4,654 | $569.9K | 0.01% | +4,654 | New |
| Ronald Blue Trust, Inc. | 4,694 | $580.1K | 0.01% | +1,184+33.7% | Added |
| Applied Finance Capital Management, LLC | 4,764 | $583.4K | 0.02% | +4,764 | New |
| Cyndeo Wealth Partners, LLC | 4,779 | $585.2K | 0.04% | −319−6.3% | Reduced |
| First Eagle Investment Management, LLC | 4,807 | $588.7K | 0.00% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 4,889 | $598.7K | 0.15% | +337+7.4% | Added |
| Swedbank AB | 4,904 | $600.5K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 4,971 | $608.7K | 0.09% | +855+20.8% | Added |
| Forum Financial Management, LP | 5,007 | $613.2K | 0.01% | +10.0% | Added |
| Wetzel Investment Advisors, Inc. | 5,029 | $615.9K | 0.31% | −500−9.0% | Reduced |
| Swiss Life Asset Management Ltd | 5,079 | $621.3K | 0.01% | +2,880+131.0% | Added |
| Covenant Partners, LLC | 5,093 | $623.7K | 0.18% | 00.0% | Unchanged |
| Ieq Capital, LLC | 5,111 | $625.9K | 0.01% | +552+12.1% | Added |
| Intrust Bank NA | 5,211 | $638.1K | 0.06% | +89+1.7% | Added |
| Belpointe Asset Management LLC | 5,215 | $638.7K | 0.04% | +1,780+51.8% | Added |
| Tranquility Partners, LLC | 5,234 | $641.0K | 0.23% | −739−12.4% | Reduced |
| Principal Street Partners, LLC | 5,272 | $645.8K | 0.11% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 5,374 | $658.1K | 0.00% | −364−6.3% | Reduced |
| HBK Sorce Advisory LLC | 5,376 | $658.4K | 0.02% | −359−6.3% | Reduced |
| D.A. Davidson & Co. | 5,391 | $660.2K | 0.01% | +461+9.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,488 | $672.1K | 0.05% | −529−8.8% | Reduced |
| National Asset Management, Inc. | 5,490 | $674.7K | 0.02% | −894−14.0% | Reduced |
| Signature Wealth Management Group | 5,638 | $690.4K | 0.28% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 5,700 | $698.0K | 0.03% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 5,705 | $698.6K | 0.03% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 5,803 | $710.6K | 0.26% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 5,875 | $719.5K | 0.02% | −62−1.0% | Reduced |
| CAPROCK Group, Inc. | 6,023 | $737.6K | 0.03% | +131+2.2% | Added |
| Veriti Management LLC | 6,033 | $738.8K | 0.04% | +1,486+32.7% | Added |
| Metis Global Partners, LLC | 6,115 | $748.8K | 0.02% | +82+1.4% | Added |
| NorthCrest Asset Manangement, LLC | 6,159 | $754.2K | 0.02% | +54+0.9% | Added |
| Norden Group LLC | 6,182 | $757.0K | 0.09% | +3,179+105.9% | Added |
| Balyasny Asset Management LLC | 6,196 | $758.8K | 0.00% | +228+3.8% | Added |
| Prudential PLC | 6,249 | $765.3K | 0.00% | −210−3.3% | Reduced |
| Staley Capital Advisers Inc | 6,250 | $765.4K | 0.03% | 00.0% | Unchanged |
| Empirical Finance, LLC | 6,293 | $770.6K | 0.04% | +141+2.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,379 | $780.8K | 0.01% | +228+3.7% | Added |
| Yorktown Management & Research Co Inc | 6,450 | $789.9K | 0.81% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 6,460 | $791.1K | 0.15% | +6,460 | New |
| Investment Management Corp of Ontario | 6,526 | $799.2K | 0.02% | +2,200+50.9% | Added |
| Wealthspire Advisors, LLC | 6,546 | $801.6K | 0.01% | +39+0.6% | Added |
| Intact Investment Management Inc. | 6,600 | $808.2K | 0.03% | 00.0% | Unchanged |
| Stephens Inc | 6,652 | $814.6K | 0.01% | −771−10.4% | Reduced |
| Muirfield Wealth Advisors LLC | 6,677 | $817.6K | 0.69% | +25+0.4% | Added |
| Bradley Foster & Sargent Inc | 6,715 | $822.3K | 0.01% | 00.0% | Unchanged |
| Skylands Capital, LLC | 6,937 | $846.4K | 0.11% | −50−0.7% | Reduced |
| Qtron Investments LLC | 6,940 | $849.9K | 0.12% | +6,940 | New |
| XTX Topco Ltd | 7,014 | $858.9K | 0.06% | −1,337−16.0% | Reduced |
| TCG Advisory Services, LLC | 7,099 | $869.3K | 0.04% | +7,099 | New |
| SG Americas Securities, LLC | 7,402 | $906.0K | 0.00% | −56,832−88.5% | Reduced |
| Wealthfront Advisers LLC | 7,427 | $909.5K | 0.00% | +70+1.0% | Added |
| Versor Investments LP | 7,500 | $918.5K | 0.15% | +7,500 | New |
| Capital Investment Advisors, LLC | 7,537 | $923.0K | 0.02% | +29+0.4% | Added |
| Paradigm Asset Management Co LLC | 7,700 | $942.9K | 0.25% | 00.0% | Unchanged |
| Norinchukin Bank, The | 7,792 | $954.2K | 0.02% | +1,108+16.6% | Added |
| Scientech Research LLC | 7,797 | $954.8K | 0.19% | +7,797 | New |
| Cavalier Investments, LLC | 7,815 | $957.0K | 0.29% | +483+6.6% | Added |
| Formidable Asset Management, LLC | 7,834 | $959.3K | 0.15% | +15+0.2% | Added |
| Gateway Investment Advisers LLC | 7,839 | $960.0K | 0.01% | −99−1.2% | Reduced |
| One + One Wealth Management, LLC | 7,856 | $962.0K | 0.57% | −273−3.4% | Reduced |
| Signaturefd, LLC | 7,972 | $976.3K | 0.02% | −369−4.4% | Reduced |
| Teza Capital Management LLC | 8,009 | $980.8K | 0.11% | +8,009 | New |
| Northwest & Ethical Investments L.P. | 8,019 | $982.0K | 0.03% | −1,683−17.3% | Reduced |
| NEOS Investment Management LLC | 8,113 | $989.9K | 0.03% | +1,624+25.0% | Added |