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 |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 277,009 | $33.9M | 0.03% | +91,980+49.7% | Added |
| Two Sigma Advisers, LP | 278,500 | $34.1M | 0.08% | +278,500 | New |
| Ameriprise Financial Inc | 280,047 | $34.3M | 0.01% | +1,009+0.4% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 284,168 | $34.8M | 1.98% | +3,219+1.1% | Added |
| Prudential Financial Inc | 288,683 | $35.4M | 0.05% | −48,186−14.3% | Reduced |
| National Pension Service | 292,577 | $35.8M | 0.03% | +6,221+2.2% | Added |
| Iat Reinsurance Co Ltd. | 298,125 | $36.5M | 8.27% | 00.0% | Unchanged |
| Davis Asset Management, L.P. | 300,000 | $36.7M | 1.47% | 00.0% | Unchanged |
| Raymond James & Associates | 302,509 | $37.0M | 0.02% | −345−0.1% | Reduced |
| California Public Employees Retirement System | 331,909 | $40.6M | 0.03% | −1,168−0.4% | Reduced |
| Rhumbline Advisers | 342,103 | $41.9M | 0.04% | −40,329−10.5% | Reduced |
| New York State Common Retirement Fund | 361,738 | $44.3M | 0.06% | −169,570−31.9% | Reduced |
| Price T Rowe Associates Inc | 363,899 | $44.6M | 0.01% | +569+0.2% | Added |
| Marshall Wace, LLP | 373,612 | $45.8M | 0.06% | −608,044−61.9% | Reduced |
| BNP Paribas Arbitrage, SA | 384,823 | $47.1M | 0.05% | +110,496+40.3% | Added |
| Silvercrest Asset Management Group LLC | 409,346 | $50.1M | 0.34% | −10,120−2.4% | Reduced |
| KBC Group NV | 412,951 | $50.6M | 0.15% | +90,845+28.2% | Added |
| TD Asset Management Inc | 413,150 | $50.6M | 0.04% | +28,823+7.5% | Added |
| D. E. Shaw & Co., Inc. | 423,856 | $51.9M | 0.07% | +416,460+5,630.9% | Added |
| Fisher Asset Management, LLC | 448,476 | $54.9M | 0.02% | +8,080+1.8% | Added |
| Truist Financial Corp | 457,285 | $56.0M | 0.09% | −884,784−65.9% | Reduced |
| APG Asset Management N.V. | 524,287 | $57.5M | 0.38% | −1,349,853−72.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 473,140 | $57.9M | 0.04% | +7,028+1.5% | Added |
| Wells Fargo & Company | 489,432 | $59.9M | 0.01% | −28,678−5.5% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 493,729 | $60.5M | 1.90% | +126,437+34.4% | Added |
| Palisade Capital Management LLC | 496,560 | $60.8M | 1.61% | −29,933−5.7% | Reduced |
| Baird Financial Group, Inc. | 512,721 | $62.8M | 0.12% | +79,671+18.4% | Added |
| Premier Fund Managers Ltd | 526,000 | $64.4M | 2.29% | 00.0% | Unchanged |
| Millennium Management LLC | 545,718 | $66.8M | 0.06% | +530,084+3,390.6% | Added |
| HSBC Holdings PLC | 565,136 | $69.1M | 0.04% | +54,429+10.7% | Added |
| Deutsche Bank AG | 596,063 | $73.0M | 0.03% | +36,783+6.6% | Added |
| Franklin Resources Inc | 568,070 | $73.9M | 0.02% | +9,217+1.6% | Added |
| Principal Financial Group Inc | 626,866 | $76.8M | 0.04% | +43,601+7.5% | Added |
| Nuveen Asset Management, LLC | 715,215 | $87.6M | 0.02% | −4,455−0.6% | Reduced |
| Ceredex Value Advisors LLC | 722,393 | $88.5M | 1.73% | +474,443+191.3% | Added |
| Amundi | 777,184 | $97.1M | 0.04% | +113,635+17.1% | Added |
| UBS Group AG | 807,651 | $98.9M | 0.03% | +35,366+4.6% | Added |
| Barclays PLC | 847,108 | $103.7M | 0.05% | +212,697+33.5% | Added |
| SEI Investments Co | 893,779 | $109.5M | 0.14% | −8,722−1.0% | Reduced |
| Congress Asset Management Co | 975,601 | $119.5M | 0.81% | +78,202+8.7% | Added |
| Charles Schwab Investment Management Inc | 1,064,349 | $130.3M | 0.02% | +7,121+0.7% | Added |
| Sterling Capital Management LLC | 1,082,056 | $132.5M | 1.71% | +1,082,056 | New |
| Envestnet Asset Management Inc | 1,120,017 | $137.2M | 0.04% | +53,540+5.0% | Added |
| Harfst & Associates, Inc. | 1,127,429 | $138.1M | 31.01% | −190.0% | Reduced |
| Legal & General Group Plc | 1,254,102 | $153.6M | 0.04% | +6,974+0.6% | Added |
| UBS Asset Management Americas Inc | 1,293,063 | $158.3M | 0.04% | −96,239−6.9% | Reduced |
| Bank of New York Mellon Corp | 1,304,479 | $159.7M | 0.03% | −15,774−1.2% | Reduced |
| Mercer Global Advisors Inc | 1,317,669 | $162.1M | 0.38% | −22,352−1.7% | Reduced |
| Goldman Sachs Group Inc | 1,520,528 | $186.2M | 0.04% | +30,077+2.0% | Added |
| First Trust Advisors LP | 1,649,656 | $202.0M | 0.19% | +192,635+13.2% | Added |
| Northern Trust Corp | 1,779,479 | $217.9M | 0.04% | −93,779−5.0% | Reduced |
| Morgan Stanley | 1,841,797 | $225.5M | 0.02% | +103,743+6.0% | Added |
| Dimensional Fund Advisors LP | 2,064,787 | $252.9M | 0.06% | +40,175+2.0% | Added |
| Massachusetts Financial Services Co | 2,156,439 | $264.1M | 0.08% | −59,557−2.7% | Reduced |
| Invesco Ltd. | 2,242,402 | $274.6M | 0.05% | +190,759+9.3% | Added |
| Norges Bank | 2,354,876 | $288.4M | 0.04% | +75,796+3.3% | Added |
| Earnest Partners LLC | 2,509,471 | $307.3M | 1.34% | +4,102+0.2% | Added |
| Bank of America Corp | 2,584,173 | $316.5M | 0.03% | +300,145+13.1% | Added |
| Agf Management Ltd | 2,611,163 | $319.8M | 1.62% | +30,696+1.2% | Added |
| T. Rowe Price Investment Management, Inc. | 4,130,696 | $505.8M | 0.31% | +249,599+6.4% | Added |
| Geode Capital Management, LLC | 4,351,684 | $531.0M | 0.04% | +12,869+0.3% | Added |
| JPMorgan Chase & Co | 4,544,610 | $556.5M | 0.04% | +488,245+12.0% | Added |
| FMR LLC | 6,384,748 | $781.9M | 0.05% | −142,323−2.2% | Reduced |
| State Street Corp | 7,974,740 | $976.6M | 0.04% | +54,265+0.7% | Added |
| Primecap Management Co | 11,976,412 | $1.47B | 1.08% | −109,170−0.9% | Reduced |
| Wellington Management Group LLP | 12,114,502 | $1.48B | 0.26% | +2,898,242+31.4% | Added |
| BlackRock, Inc. | 13,628,450 | $1.67B | 0.04% | +13,628,450 | New |
| Vanguard Group Inc | 21,932,181 | $2.69B | 0.05% | −4,2530.0% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −163,141−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −94,130−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −41,300−100.0% | Sold out |
| PB Investment Partners, L.P. | 0 | $0 | 0.00% | −405,788−100.0% | Sold out |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −14,632−100.0% | Sold out |
| Phoenix Wealth Advisors | 0 | $0 | 0.00% | −13,132−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −10,919−100.0% | Sold out |
| Saturna Capital CORP | 0 | $0 | 0.00% | −7,352−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −6,956−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −6,612−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −5,917−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −5,737−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −5,664−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −4,837−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −4,778−100.0% | Sold out |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −3,777−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −2,929−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −2,697−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −2,668−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,380−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −2,317−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −2,279−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −2,237−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −2,096−100.0% | Sold out |
| Warren Averett Asset Management, LLC | 0 | $0 | 0.00% | −2,076−100.0% | Sold out |
| Vantage Consulting Group Inc | 0 | $0 | 0.00% | −2,014−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −1,977−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −1,949−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,883−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −1,875−100.0% | Sold out |
| RBA Wealth Management, LLC | 0 | $0 | 0.00% | −1,788−100.0% | Sold out |
| Sax Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,732−100.0% | Sold out |