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 |
|---|---|---|---|---|---|
| We Are One Seven, LLC | 18,541 | $2.27M | 0.10% | +1,521+8.9% | Added |
| Ethic Inc. | 17,755 | $2.28M | 0.06% | −2,500−12.3% | Reduced |
| Avantax Advisory Services, Inc. | 18,702 | $2.29M | 0.02% | −387−2.0% | Reduced |
| Bridgewater Associates, LP | 18,857 | $2.31M | 0.01% | +16,082+579.5% | Added |
| Seven Eight Capital, LP | 19,959 | $2.44M | 0.22% | +11,495+135.8% | Added |
| Bessemer Group Inc | 20,017 | $2.45M | 0.00% | +984+5.2% | Added |
| CI Private Wealth, LLC | 20,624 | $2.53M | 0.00% | −2,507−10.8% | Reduced |
| Public Employees Retirement Association of Colorado | 20,727 | $2.54M | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 20,797 | $2.55M | 0.03% | +332+1.6% | Added |
| Janus Henderson Group PLC | 20,913 | $2.56M | 0.00% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 20,969 | $2.57M | 0.19% | −288−1.4% | Reduced |
| Kaydan Wealth Management, Inc. | 21,375 | $2.62M | 0.77% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 21,546 | $2.64M | 0.54% | +16,901+363.9% | Added |
| GWM Advisors LLC | 21,720 | $2.66M | 0.02% | −1,026−4.5% | Reduced |
| Brinker Capital Investments, LLC | 22,260 | $2.73M | 0.03% | −7,312−24.7% | Reduced |
| Orion Portfolio Solutions, LLC | 22,260 | $2.73M | 0.03% | −7,312−24.7% | Reduced |
| MML Investors Services, LLC | 22,467 | $2.75M | 0.01% | +98+0.4% | Added |
| Mariner, LLC | 22,694 | $2.78M | 0.00% | −2,156−8.7% | Reduced |
| Neuberger Berman Group LLC | 23,077 | $2.82M | 0.00% | −210−0.9% | Reduced |
| Mackenzie Financial Corp | 23,281 | $2.85M | 0.00% | −300−1.3% | Reduced |
| Center for Financial Planning, Inc. | 23,346 | $2.86M | 0.39% | −657−2.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 23,437 | $2.87M | 0.01% | −3,252−12.2% | Reduced |
| TownSquare Capital, LLC | 23,454 | $2.87M | 0.03% | +3,915+20.0% | Added |
| Nissay Asset Management Corp | 23,523 | $2.88M | 0.02% | +531+2.3% | Added |
| Wellspring Financial Advisors, LLC | 23,528 | $2.88M | 0.34% | −20−0.1% | Reduced |
| Daiwa Securities Group Inc. | 23,550 | $2.88M | 0.01% | +2,349+11.1% | Added |
| Van Eck Associates Corp | 21,021 | $2.89M | 0.00% | +21,021 | New |
| Yousif Capital Management, LLC | 23,611 | $2.89M | 0.03% | −393−1.6% | Reduced |
| Cetera Investment Advisers | 23,736 | $2.91M | 0.01% | +723+3.1% | Added |
| Regions Financial Corp | 24,121 | $2.95M | 0.02% | −251−1.0% | Reduced |
| Centiva Capital, LP | 24,130 | $2.95M | 0.13% | +14,565+152.3% | Added |
| Bank of Nova Scotia | 24,274 | $2.97M | 0.01% | +4,265+21.3% | Added |
| Storebrand Asset Management AS | 24,642 | $3.02M | 0.01% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 25,488 | $3.12M | 0.42% | −4,162−14.0% | Reduced |
| Omers Administration Corp | 25,625 | $3.14M | 0.03% | +18,700+270.0% | Added |
| Graphene Investments SAS | 25,900 | $3.17M | 2.03% | 00.0% | Unchanged |
| First Hawaiian Bank | 25,984 | $3.18M | 0.10% | +1,003+4.0% | Added |
| Quantinno Capital Management LP | 26,428 | $3.24M | 0.04% | +9,879+59.7% | Added |
| Xponance, Inc. | 26,734 | $3.27M | 0.03% | +273+1.0% | Added |
| JustInvest LLC | 27,080 | $3.32M | 0.05% | −2,370−8.0% | Reduced |
| Assenagon Asset Management S.A. | 27,576 | $3.38M | 0.01% | +22,728+468.8% | Added |
| New York Life Investment Management LLC | 27,584 | $3.38M | 0.03% | −1,017−3.6% | Reduced |
| Systematic Financial Management LP | 27,741 | $3.40M | 0.09% | −515−1.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 28,102 | $3.44M | 0.33% | −801−2.8% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 28,190 | $3.45M | 2.75% | +28+0.1% | Added |
| Teacher Retirement System of Texas | 28,286 | $3.46M | 0.02% | −6,066−17.7% | Reduced |
| Pensionmark Financial Group, LLC | 28,290 | $3.46M | 0.11% | +1,924+7.3% | Added |
| Credit Agricole S A | 28,343 | $3.47M | 0.02% | −19,310−40.5% | Reduced |
| CIBC Asset Management Inc | 28,366 | $3.47M | 0.01% | +1,908+7.2% | Added |
| State of Alaska, Department of Revenue | 28,575 | $3.50M | 0.04% | −6,960−19.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 28,820 | $3.53M | 0.16% | +928+3.3% | Added |
| Access Investment Management LLC | 28,831 | $3.53M | 1.08% | +45+0.2% | Added |
| Cullen Investment Group, Ltd. | 28,842 | $3.53M | 0.53% | −198−0.7% | Reduced |
| Banque Cantonale Vaudoise | 29,080 | $3.56M | 0.15% | +29,080 | New |
| Dana Investment Advisors, Inc. | 30,085 | $3.68M | 0.12% | −436−1.4% | Reduced |
| Carl Stuart Investment Advisor, Inc | 30,150 | $3.69M | 2.08% | 00.0% | Unchanged |
| Utah Retirement Systems | 31,246 | $3.83M | 0.04% | +100+0.3% | Added |
| Tredje AP-fonden | 31,342 | $3.84M | 0.03% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 31,402 | $3.85M | 0.04% | −965−3.0% | Reduced |
| Atria Investments LLC | 31,482 | $3.86M | 0.05% | +1,057+3.5% | Added |
| Cardinal Capital Management | 32,106 | $3.93M | 0.61% | +907+2.9% | Added |
| Susquehanna International Group, LLP | 32,354 | $3.96M | 0.01% | −17,301−34.8% | Reduced |
| Public Sector Pension Investment Board | 32,498 | $3.98M | 0.02% | +800+2.5% | Added |
| Comerica Bank | 32,806 | $4.02M | 0.02% | −1,373−4.0% | Reduced |
| British Columbia Investment Management Corp | 32,855 | $4.02M | 0.02% | −5,177−13.6% | Reduced |
| DekaBank Deutsche Girozentrale | 33,882 | $4.12M | 0.01% | −3,430−9.2% | Reduced |
| Siemens Fonds Invest GmbH | 33,795 | $4.14M | 0.33% | +297+0.9% | Added |
| Logan Capital Management Inc | 33,909 | $4.15M | 0.17% | −16,590−32.9% | Reduced |
| Thrivent Financial for Lutherans | 34,411 | $4.21M | 0.01% | −1,288,918−97.4% | Reduced |
| Sanctuary Advisors, LLC | 25,549 | $4.22M | 0.03% | +2,193+9.4% | Added |
| Hilltop Holdings Inc. | 34,554 | $4.23M | 0.28% | +34,554 | New |
| Janney Montgomery Scott LLC | 34,846 | $4.27M | 0.01% | −1,772−4.8% | Reduced |
| DnB Asset Management AS | 34,885 | $4.27M | 0.02% | +1,992+6.1% | Added |
| Oppenheimer Asset Management Inc. | 35,380 | $4.33M | 0.05% | −1,499−4.1% | Reduced |
| NBW Capital LLC | 35,606 | $4.36M | 0.82% | +1,846+5.5% | Added |
| Pathstone Holdings, LLC | 35,677 | $4.37M | 0.02% | −1,075−2.9% | Reduced |
| Forsta Ap-Fonden | 35,800 | $4.38M | 0.03% | +5,200+17.0% | Added |
| Vident Advisory, LLC | 36,216 | $4.44M | 0.11% | +27,809+330.8% | Added |
| CIBC World Markets Corp | 36,562 | $4.48M | 0.03% | +116+0.3% | Added |
| Amalgamated Bank | 36,621 | $4.49M | 0.04% | −1,485−3.9% | Reduced |
| Creative Planning | 37,583 | $4.60M | 0.00% | −198−0.5% | Reduced |
| Czech National Bank | 37,757 | $4.62M | 0.05% | +2,208+6.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 38,359 | $4.70M | 0.01% | +7,338+23.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 38,488 | $4.71M | 0.02% | +28+0.1% | Added |
| Ancora Advisors, LLC | 38,524 | $4.72M | 0.11% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 39,039 | $4.78M | 0.05% | +39,039 | New |
| Federation des caisses Desjardins du Quebec | 39,383 | $4.82M | 0.02% | +4,059+11.5% | Added |
| Captrust Financial Advisors | 39,682 | $4.86M | 0.01% | −754−1.9% | Reduced |
| LMG Wealth Partners, LLC | 39,781 | $4.87M | 1.12% | −133−0.3% | Reduced |
| Westfield Capital Management Co LP | 40,095 | $4.91M | 0.02% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,349 | $4.94M | 0.03% | −627−1.5% | Reduced |
| IFM Investors Pty Ltd | 40,548 | $4.97M | 0.05% | −741−1.8% | Reduced |
| Stephens Consulting, LLC | 40,650 | $4.98M | 1.28% | +100.0% | Added |
| Resources Investment Advisors, LLC. | 40,741 | $4.99M | 0.06% | −995−2.4% | Reduced |
| Retirement Systems of Alabama | 40,766 | $4.99M | 0.02% | −385−0.9% | Reduced |
| Fiera Capital Corp | 41,805 | $5.12M | 0.02% | −414,476−90.8% | Reduced |
| Buckhead Capital Management LLC | 42,504 | $5.21M | 1.65% | +8,691+25.7% | Added |
| New England Professional Planning Group Inc. | 42,958 | $5.26M | 2.60% | +158+0.4% | Added |
| Fifth Third Bancorp | 43,076 | $5.28M | 0.02% | −81−0.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 43,736 | $5.36M | 0.00% | +43,736 | New |