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 |
|---|---|---|---|---|---|
| Los Angeles Capital Management LLC | 44,380 | $5.43M | 0.02% | +20,533+86.1% | Added |
| Corebridge Financial, Inc. | 46,048 | $5.64M | 0.03% | −1,636−3.4% | Reduced |
| Cahaba Wealth Management, Inc. | 46,254 | $5.66M | 0.47% | 00.0% | Unchanged |
| MetLife Investment Management | 48,258 | $5.91M | 0.03% | −1,541−3.1% | Reduced |
| Citizens Financial Group Inc | 49,532 | $6.07M | 0.12% | −1,036−2.0% | Reduced |
| Callodine Capital Management, LP | 50,000 | $6.12M | 1.28% | +10,000+25.0% | Added |
| USS Investment Management Ltd | 50,091 | $6.13M | 0.05% | +37+0.1% | Added |
| State of Michigan Retirement System | 50,444 | $6.18M | 0.03% | −600−1.2% | Reduced |
| ProShare Advisors LLC | 50,918 | $6.24M | 0.02% | −1,688−3.2% | Reduced |
| Commonwealth Equity Services, LLC | 52,616 | $6.44M | 0.01% | +529+1.0% | Added |
| Davenport & Co LLC | 53,462 | $6.55M | 0.04% | +6,128+12.9% | Added |
| Bokf, NA | 52,557 | $6.55M | 0.12% | −1,868−3.4% | Reduced |
| Greenfield Seitz Capital Management, LLC | 53,662 | $6.57M | 2.41% | −835−1.5% | Reduced |
| Standard Life Aberdeen plc | 54,743 | $6.68M | 0.01% | +12,174+28.6% | Added |
| Arizona State Retirement System | 56,416 | $6.91M | 0.04% | +1,867+3.4% | Added |
| Andra AP-fonden | 57,000 | $6.98M | 0.10% | +16,800+41.8% | Added |
| Voya Investment Management LLC | 57,764 | $7.07M | 0.01% | −858,765−93.7% | Reduced |
| Nomura Asset Management Co Ltd | 57,958 | $7.10M | 0.02% | +3,595+6.6% | Added |
| Handelsbanken Fonder AB | 59,620 | $7.30M | 0.03% | +3,324+5.9% | Added |
| Private Capital Management, LLC | 59,885 | $7.33M | 0.80% | −3,432−5.4% | Reduced |
| Allianz Asset Management GmbH | 60,278 | $7.38M | 0.01% | +7,678+14.6% | Added |
| Resona Asset Management Co.,Ltd. | 61,728 | $7.56M | 0.04% | −1,392−2.2% | Reduced |
| Rafferty Asset Management, LLC | 62,840 | $7.70M | 0.03% | −2,778−4.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 62,902 | $7.70M | 0.02% | +2,056+3.4% | Added |
| Am Investment Strategies LLC | 64,063 | $7.84M | 1.91% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 64,320 | $7.88M | 0.02% | +647+1.0% | Added |
| Palmer Knight Co | 64,457 | $7.89M | 3.47% | −238−0.4% | Reduced |
| Burney Co | 64,729 | $7.93M | 0.28% | −2,568−3.8% | Reduced |
| Peterson Wealth Services | 65,972 | $8.08M | 2.58% | +2,024+3.2% | Added |
| Ensign Peak Advisors, Inc | 66,103 | $8.09M | 0.01% | −790−1.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 66,394 | $8.13M | 0.04% | +28,320+74.4% | Added |
| Toronto Dominion Bank | 66,539 | $8.15M | 0.01% | −26,568−28.5% | Reduced |
| Bryn Mawr Trust Co | 67,439 | $8.26M | 0.15% | +1,026+1.5% | Added |
| Nemes Rush Group LLC | 64,648 | $8.30M | 1.21% | −172−0.3% | Reduced |
| State of Tennessee, Treasury Department | 70,526 | $8.64M | 0.03% | +7,657+12.2% | Added |
| State of New Jersey Common Pension Fund D | 71,252 | $8.73M | 0.04% | −1,521−2.1% | Reduced |
| US Bancorp | 72,947 | $8.93M | 0.01% | +1,393+1.9% | Added |
| CWA Asset Management Group, LLC | 75,069 | $9.19M | 0.49% | +75,069 | New |
| Asset Management One Co.,Ltd. | 75,249 | $9.21M | 0.03% | −645−0.8% | Reduced |
| Mn Services Vermogensbeheer B.V. | 76,400 | $9.36M | 0.07% | −1,900−2.4% | Reduced |
| Treasurer of the State of North Carolina | 82,628 | $10.1M | 0.04% | +340+0.4% | Added |
| Bragg Financial Advisors, Inc | 84,436 | $10.3M | 0.43% | +3,661+4.5% | Added |
| LPL Financial LLC | 86,786 | $10.6M | 0.00% | +7,994+10.1% | Added |
| Public Employees Retirement System of Ohio | 87,446 | $10.7M | 0.05% | −4,636−5.0% | Reduced |
| Hantz Financial Services, Inc. | 87,517 | $10.7M | 0.19% | −1,597−1.8% | Reduced |
| Point72 Asset Management, L.P. | 90,835 | $11.1M | 0.04% | +90,835 | New |
| Nisa Investment Advisors, LLC | 92,822 | $11.4M | 0.07% | +5,100+5.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 92,948 | $11.4M | 0.03% | −4,161−4.3% | Reduced |
| Capital Wealth Planning, LLC | 94,260 | $11.5M | 0.11% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 96,275 | $11.8M | 0.02% | −25,630−21.0% | Reduced |
| National Bank of Canada | 97,347 | $11.9M | 0.02% | +42,744+78.3% | Added |
| Illinois Municipal Retirement Fund | 98,629 | $12.1M | 0.17% | −12,586−11.3% | Reduced |
| Stifel Financial Corp | 99,062 | $12.1M | 0.01% | −9,250−8.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 99,381 | $12.2M | 0.04% | −2,471−2.4% | Reduced |
| Danske Bank A/S | 99,695 | $12.2M | 0.04% | +2,100+2.2% | Added |
| Basswood Capital Management, L.L.C. | 102,367 | $12.5M | 0.65% | −51,460−33.5% | Reduced |
| The PNC Financial Services Group, Inc. | 106,391 | $13.0M | 0.01% | +3,150+3.1% | Added |
| Geneva Capital Management LLC | 108,287 | $13.3M | 0.22% | −3,931−3.5% | Reduced |
| Man Group plc | 108,329 | $13.3M | 0.04% | +62,869+138.3% | Added |
| Squarepoint Ops LLC | 110,090 | $13.5M | 0.04% | +105,035+2,077.8% | Added |
| Canada Pension Plan Investment Board | 112,409 | $13.8M | 0.01% | −14,711−11.6% | Reduced |
| Pictet Asset Management Holding SA | 113,279 | $13.9M | 0.02% | +5,651+5.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 115,935 | $14.2M | 0.03% | +4,473+4.0% | Added |
| Manufacturers Life Insurance Company, The | 116,722 | $14.3M | 0.01% | −3,149−2.6% | Reduced |
| Congress Wealth Management LLC | 118,991 | $14.6M | 0.19% | +501+0.4% | Added |
| State of Wisconsin Investment Board | 119,239 | $14.6M | 0.04% | +5,410+4.8% | Added |
| Victory Capital Management Inc | 120,822 | $14.8M | 0.01% | +388+0.3% | Added |
| Aviva PLC | 121,456 | $14.9M | 0.04% | +94,208+345.7% | Added |
| Allspring Global Investments Holdings, LLC | 123,098 | $15.1M | 0.02% | +493+0.4% | Added |
| Brandywine Global Investment Management, LLC | 116,213 | $15.1M | 0.10% | +4,963+4.5% | Added |
| American Century Companies Inc | 124,714 | $15.3M | 0.01% | +5,711+4.8% | Added |
| Great West Life Assurance Co | 127,822 | $15.7M | 0.03% | +2,781+2.2% | Added |
| Citigroup Inc | 128,689 | $15.8M | 0.01% | −7,538−5.5% | Reduced |
| Royal London Asset Management Ltd | 129,326 | $15.8M | 0.04% | 00.0% | Unchanged |
| Philo Smith Capital Corp | 151,500 | $18.6M | 4.69% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 151,779 | $18.6M | 1.45% | −9,815−6.1% | Reduced |
| FIL Ltd | 158,284 | $19.4M | 0.02% | −10,125−6.0% | Reduced |
| Korea Investment CORP | 161,716 | $19.8M | 0.05% | +9,524+6.3% | Added |
| Adage Capital Partners GP, L.L.C. | 174,750 | $21.4M | 0.04% | −4,200−2.3% | Reduced |
| Nicholas Company, Inc. | 179,587 | $22.0M | 0.36% | −18,362−9.3% | Reduced |
| Russell Investments Group, Ltd. | 191,420 | $23.4M | 0.03% | +6,888+3.7% | Added |
| Renaissance Technologies LLC | 193,037 | $23.6M | 0.04% | +193,037 | New |
| State Board of Administration of Florida Retirement System | 195,506 | $23.9M | 0.05% | −11,608−5.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 196,072 | $24.0M | 0.03% | −1,677−0.8% | Reduced |
| AQR Capital Management LLC | 199,288 | $24.4M | 0.03% | +30,635+18.2% | Added |
| Raymond James Trust N.A. | 202,699 | $24.8M | 0.54% | +478+0.2% | Added |
| Pinnacle Associates Ltd | 226,342 | $25.2M | 0.43% | +4,752+2.1% | Added |
| Two Sigma Investments, LP | 207,242 | $25.4M | 0.06% | +194,455+1,520.7% | Added |
| New York State Teachers Retirement System | 210,144 | $25.7M | 0.05% | −14,374−6.4% | Reduced |
| Alliancebernstein L.P. | 210,919 | $25.8M | 0.01% | −1,526−0.7% | Reduced |
| Voloridge Investment Management, LLC | 220,182 | $27.0M | 0.10% | +188,214+588.8% | Added |
| Worldquant Millennium Advisors LLC | 236,693 | $29.0M | 0.21% | +236,693 | New |
| Clearbridge Investments, LLC | 237,131 | $29.0M | 0.02% | −18,220−7.1% | Reduced |
| Macquarie Group Ltd | 239,014 | $29.3M | 0.03% | −2,847−1.2% | Reduced |
| Natixis Advisors, L.P. | 239,131 | $29.3M | 0.06% | +3,204+1.4% | Added |
| Royal Bank of Canada | 246,324 | $30.2M | 0.01% | −52,813−17.7% | Reduced |
| Citadel Advisors LLC | 248,213 | $30.4M | 0.03% | +222,664+871.5% | Added |
| California State Teachers Retirement System | 263,781 | $32.3M | 0.04% | −12,612−4.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 266,698 | $32.7M | 0.03% | +5,988+2.3% | Added |
| Bank of Montreal | 275,189 | $33.7M | 0.02% | +9,378+3.5% | Added |