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 |
|---|---|---|---|---|---|
| Trust Co of Toledo NA | 8,165 | $999.9K | 0.14% | +199+2.5% | Added |
| Consolidated Planning Corp | 8,234 | $1.01M | 0.15% | −288−3.4% | Reduced |
| Inceptionr LLC | 8,303 | $1.01M | 0.25% | +4,716+131.5% | Added |
| Bayesian Capital Management, LP | 8,300 | $1.02M | 0.12% | +8,300 | New |
| Moody National Bank Trust Division | 8,328 | $1.02M | 0.11% | −1,018−10.9% | Reduced |
| nVerses Capital, LLC | 8,500 | $1.04M | 0.48% | +8,500 | New |
| West Michigan Advisors, LLC | 8,620 | $1.06M | 0.32% | −105−1.2% | Reduced |
| Chiron Capital Management, LLC | 8,650 | $1.06M | 0.94% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 8,700 | $1.07M | 0.03% | −15−0.2% | Reduced |
| Glenmede Trust Co NA | 8,713 | $1.07M | 0.01% | −12,663−59.2% | Reduced |
| Gryphon Financial Partners LLC | 8,941 | $1.09M | 0.15% | −147−1.6% | Reduced |
| Financial Counselors Inc | 8,966 | $1.10M | 0.02% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 8,968 | $1.10M | 0.05% | −1,649−15.5% | Reduced |
| Ossiam | 9,002 | $1.10M | 0.02% | +2,215+32.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 9,033 | $1.11M | 0.02% | +6,490+255.2% | Added |
| New Mexico Educational Retirement Board | 9,075 | $1.11M | 0.04% | −400−4.2% | Reduced |
| Cumberland Partners Ltd | 9,100 | $1.11M | 0.08% | +1,800+24.7% | Added |
| E. Ohman J:or Asset Management AB | 9,100 | $1.11M | 0.03% | +5,600+160.0% | Added |
| Jane Street Group, LLC | 9,206 | $1.13M | 0.00% | −78,401−89.5% | Reduced |
| Panagora Asset Management Inc | 9,374 | $1.15M | 0.01% | −10.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 9,802 | $1.20M | 0.04% | +16+0.2% | Added |
| Gladstone Institutional Advisory LLC | 9,861 | $1.21M | 0.06% | +845+9.4% | Added |
| Robeco Institutional Asset Management B.V. | 9,953 | $1.22M | 0.00% | −10,116−50.4% | Reduced |
| Oxford Financial Group Ltd | 10,092 | $1.24M | 0.08% | −1,400−12.2% | Reduced |
| Bill Few Associates, Inc. | 10,095 | $1.24M | 0.44% | +4,900+94.3% | Added |
| Cullen Capital Management LLC | 10,111 | $1.24M | 0.01% | +10,111 | New |
| Park Avenue Securities LLC | 10,165 | $1.25M | 0.01% | −3,370−24.9% | Reduced |
| Securian Asset Management, Inc | 10,234 | $1.25M | 0.04% | −488−4.6% | Reduced |
| Montag & Caldwell, LLC | 10,257 | $1.26M | 0.26% | +10+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 10,298 | $1.26M | 0.01% | +3,489+51.2% | Added |
| Oarsman Capital, Inc. | 10,331 | $1.27M | 0.23% | +225+2.2% | Added |
| United Capital Financial Advisers, LLC | 10,337 | $1.27M | 0.01% | −160−1.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 10,370 | $1.27M | 0.09% | −12,374−54.4% | Reduced |
| Louisiana State Employees Retirement System | 10,400 | $1.27M | 0.02% | −200−1.9% | Reduced |
| Commerce Bank | 10,445 | $1.28M | 0.01% | +658+6.7% | Added |
| Klingman & Associates, LLC | 10,467 | $1.28M | 0.08% | +31+0.3% | Added |
| Atlas Wealth LLC | 10,504 | $1.29M | 0.56% | −110−1.0% | Reduced |
| King Luther Capital Management Corp | 10,611 | $1.30M | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 10,637 | $1.30M | 0.07% | +10,637 | New |
| Rakuten Investment Management, Inc. | 10,714 | $1.31M | 0.01% | +2,606+32.1% | Added |
| Maryland State Retirement & Pension System | 10,802 | $1.32M | 0.03% | −4,118−27.6% | Reduced |
| Allen Investment Management LLC | 11,150 | $1.37M | 0.02% | 00.0% | Unchanged |
| Keybank National Association | 11,172 | $1.37M | 0.01% | +857+8.3% | Added |
| Aster Capital Management (DIFC) Ltd | 11,451 | $1.40M | 0.30% | +11,451 | New |
| Tower Bridge Advisors | 11,454 | $1.40M | 0.15% | −1,200−9.5% | Reduced |
| Peak Planning Group, LLC | 11,578 | $1.42M | 0.62% | +20.0% | Added |
| Hartford Investment Management Co | 11,665 | $1.43M | 0.05% | −405−3.4% | Reduced |
| Sabal Trust CO | 11,821 | $1.45M | 0.08% | 00.0% | Unchanged |
| CWM, LLC | 11,853 | $1.45M | 0.01% | +325+2.8% | Added |
| Mizuho Securities USA LLC | 12,019 | $1.47M | 0.03% | −2,368−16.5% | Reduced |
| Meridian Wealth Advisors, LLC | 12,094 | $1.48M | 0.25% | −575−4.5% | Reduced |
| FORA Capital, LLC | 12,212 | $1.50M | 0.18% | −5,060−29.3% | Reduced |
| QRG Capital Management, Inc. | 12,223 | $1.50M | 0.02% | +267+2.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,296 | $1.51M | 0.04% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 12,311 | $1.51M | 0.16% | +12,311 | New |
| Achmea Investment Management B.V. | 12,492 | $1.53M | 0.03% | +1,986+18.9% | Added |
| Advisor Group Holdings, Inc. | 12,790 | $1.57M | 0.00% | −2,084−14.0% | Reduced |
| Kentucky Retirement Systems | 12,912 | $1.58M | 0.05% | −1,146−8.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 12,959 | $1.59M | 0.02% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 12,959 | $1.59M | 0.02% | +12,959 | New |
| William B. Walkup & Associates, Inc. | 13,395 | $1.64M | 1.01% | 00.0% | Unchanged |
| STRS Ohio | 13,549 | $1.66M | 0.01% | −1,184−8.0% | Reduced |
| Heritage Wealth Advisors | 13,592 | $1.66M | 0.08% | 00.0% | Unchanged |
| M&T Bank Corp | 13,682 | $1.68M | 0.01% | +125+0.9% | Added |
| Pacer Advisors, Inc. | 13,733 | $1.68M | 0.00% | +234+1.7% | Added |
| Tower Research Capital LLC (TRC) | 13,752 | $1.68M | 0.04% | +6,531+90.4% | Added |
| Teachers Retirement System of the State of Kentucky | 14,024 | $1.72M | 0.01% | −1,045−6.9% | Reduced |
| High Net Worth Advisory Group LLC | 14,232 | $1.74M | 0.49% | −300−2.1% | Reduced |
| SPC Financial, Inc. | 14,250 | $1.75M | 0.15% | −1,800−11.2% | Reduced |
| Dean Capital Management | 14,337 | $1.76M | 0.75% | +14,337 | New |
| Davis Investment Partners, LLC | 14,197 | $1.76M | 0.74% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 14,578 | $1.79M | 0.33% | +341+2.4% | Added |
| White Pine Capital LLC | 14,938 | $1.83M | 0.62% | +10.0% | Added |
| Sweet Financial Partners, LLC | 14,944 | $1.83M | 0.40% | −839−5.3% | Reduced |
| Intech Investment Management LLC | 14,956 | $1.83M | 0.02% | +11,665+354.5% | Added |
| 9258 Wealth Management, LLC | 15,026 | $1.84M | 0.27% | 00.0% | Unchanged |
| Empire Life Investments Inc. | 15,027 | $1.84M | 0.11% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 15,385 | $1.88M | 0.01% | +1,934+14.4% | Added |
| CIBC Private Wealth Group, LLC | 15,455 | $1.89M | 0.00% | +435+2.9% | Added |
| Crossmark Global Holdings, Inc. | 15,496 | $1.90M | 0.03% | −1,733−10.1% | Reduced |
| Aft, Forsyth & Sober, LLC | 15,750 | $1.93M | 0.63% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 15,781 | $1.93M | 0.05% | +1,380+9.6% | Added |
| Oregon Public Employees Retirement Fund | 15,843 | $1.94M | 0.04% | −190−1.2% | Reduced |
| Gulf International Bank (UK) Ltd | 15,894 | $1.95M | 0.05% | −781−4.7% | Reduced |
| HST Ventures, LLC | 15,992 | $1.96M | 0.54% | −7,444−31.8% | Reduced |
| Edgestream Partners, L.P. | 15,997 | $1.96M | 0.09% | −17,062−51.6% | Reduced |
| Candriam Luxembourg S.C.A. | 16,043 | $1.96M | 0.01% | +2,376+17.4% | Added |
| Axq Capital, LP | 16,089 | $1.97M | 0.59% | +7,222+81.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 16,154 | $1.98M | 0.01% | +3,282+25.5% | Added |
| Nordea Investment Management AB | 16,278 | $2.00M | 0.00% | +30+0.2% | Added |
| First Trust Investment Solutions L.P. | 16,357 | $2.00M | 0.23% | −3,112−16.0% | Reduced |
| HRT Financial LP | 16,820 | $2.06M | 0.01% | −22,494−57.2% | Reduced |
| Alpine Woods Capital Investors, LLC | 12,900 | $2.10M | 0.37% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 16,136 | $2.10M | 0.02% | −1,770−9.9% | Reduced |
| HighTower Advisors, LLC | 17,297 | $2.11M | 0.00% | −2,387−12.1% | Reduced |
| UniSuper Management Pty Ltd | 17,495 | $2.14M | 0.02% | +1,141+7.0% | Added |
| Elo Mutual Pension Insurance Co | 17,505 | $2.14M | 0.05% | +168+1.0% | Added |
| Cerity Partners LLC | 17,534 | $2.15M | 0.00% | +922+5.6% | Added |
| Gotham Asset Management, LLC | 17,675 | $2.16M | 0.02% | +196+1.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 18,059 | $2.21M | 0.00% | −399−2.2% | Reduced |