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 |
|---|---|---|---|---|---|
| Aviva PLC | 121,456 | $14.9M | 0.04% | +94,208+345.7% | Added |
| Victory Capital Management Inc | 120,822 | $14.8M | 0.01% | +388+0.3% | Added |
| State of Wisconsin Investment Board | 119,239 | $14.6M | 0.04% | +5,410+4.8% | Added |
| Congress Wealth Management LLC | 118,991 | $14.6M | 0.19% | +501+0.4% | Added |
| Manufacturers Life Insurance Company, The | 116,722 | $14.3M | 0.01% | −3,149−2.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 115,935 | $14.2M | 0.03% | +4,473+4.0% | Added |
| Pictet Asset Management Holding SA | 113,279 | $13.9M | 0.02% | +5,651+5.3% | Added |
| Canada Pension Plan Investment Board | 112,409 | $13.8M | 0.01% | −14,711−11.6% | Reduced |
| Squarepoint Ops LLC | 110,090 | $13.5M | 0.04% | +105,035+2,077.8% | Added |
| Man Group plc | 108,329 | $13.3M | 0.04% | +62,869+138.3% | Added |
| Geneva Capital Management LLC | 108,287 | $13.3M | 0.22% | −3,931−3.5% | Reduced |
| The PNC Financial Services Group, Inc. | 106,391 | $13.0M | 0.01% | +3,150+3.1% | Added |
| Basswood Capital Management, L.L.C. | 102,367 | $12.5M | 0.65% | −51,460−33.5% | Reduced |
| Danske Bank A/S | 99,695 | $12.2M | 0.04% | +2,100+2.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 99,381 | $12.2M | 0.04% | −2,471−2.4% | Reduced |
| Stifel Financial Corp | 99,062 | $12.1M | 0.01% | −9,250−8.5% | Reduced |
| Illinois Municipal Retirement Fund | 98,629 | $12.1M | 0.17% | −12,586−11.3% | Reduced |
| National Bank of Canada | 97,347 | $11.9M | 0.02% | +42,744+78.3% | Added |
| Qube Research & Technologies Ltd | 96,275 | $11.8M | 0.02% | −25,630−21.0% | Reduced |
| Capital Wealth Planning, LLC | 94,260 | $11.5M | 0.11% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 92,948 | $11.4M | 0.03% | −4,161−4.3% | Reduced |
| Nisa Investment Advisors, LLC | 92,822 | $11.4M | 0.07% | +5,100+5.8% | Added |
| Point72 Asset Management, L.P. | 90,835 | $11.1M | 0.04% | +90,835 | New |
| Hantz Financial Services, Inc. | 87,517 | $10.7M | 0.19% | −1,597−1.8% | Reduced |
| Public Employees Retirement System of Ohio | 87,446 | $10.7M | 0.05% | −4,636−5.0% | Reduced |
| LPL Financial LLC | 86,786 | $10.6M | 0.00% | +7,994+10.1% | Added |
| Bragg Financial Advisors, Inc | 84,436 | $10.3M | 0.43% | +3,661+4.5% | Added |
| Treasurer of the State of North Carolina | 82,628 | $10.1M | 0.04% | +340+0.4% | Added |
| Mn Services Vermogensbeheer B.V. | 76,400 | $9.36M | 0.07% | −1,900−2.4% | Reduced |
| Asset Management One Co.,Ltd. | 75,249 | $9.21M | 0.03% | −645−0.8% | Reduced |
| CWA Asset Management Group, LLC | 75,069 | $9.19M | 0.49% | +75,069 | New |
| US Bancorp | 72,947 | $8.93M | 0.01% | +1,393+1.9% | Added |
| State of New Jersey Common Pension Fund D | 71,252 | $8.73M | 0.04% | −1,521−2.1% | Reduced |
| State of Tennessee, Treasury Department | 70,526 | $8.64M | 0.03% | +7,657+12.2% | Added |
| Nemes Rush Group LLC | 64,648 | $8.30M | 1.21% | −172−0.3% | Reduced |
| Bryn Mawr Trust Co | 67,439 | $8.26M | 0.15% | +1,026+1.5% | Added |
| Toronto Dominion Bank | 66,539 | $8.15M | 0.01% | −26,568−28.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 66,394 | $8.13M | 0.04% | +28,320+74.4% | Added |
| Ensign Peak Advisors, Inc | 66,103 | $8.09M | 0.01% | −790−1.2% | Reduced |
| Peterson Wealth Services | 65,972 | $8.08M | 2.58% | +2,024+3.2% | Added |
| Burney Co | 64,729 | $7.93M | 0.28% | −2,568−3.8% | Reduced |
| Palmer Knight Co | 64,457 | $7.89M | 3.47% | −238−0.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 64,320 | $7.88M | 0.02% | +647+1.0% | Added |
| Am Investment Strategies LLC | 64,063 | $7.84M | 1.91% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 62,902 | $7.70M | 0.02% | +2,056+3.4% | Added |
| Rafferty Asset Management, LLC | 62,840 | $7.70M | 0.03% | −2,778−4.2% | Reduced |
| Resona Asset Management Co.,Ltd. | 61,728 | $7.56M | 0.04% | −1,392−2.2% | Reduced |
| Allianz Asset Management GmbH | 60,278 | $7.38M | 0.01% | +7,678+14.6% | Added |
| Private Capital Management, LLC | 59,885 | $7.33M | 0.80% | −3,432−5.4% | Reduced |
| Handelsbanken Fonder AB | 59,620 | $7.30M | 0.03% | +3,324+5.9% | Added |
| Nomura Asset Management Co Ltd | 57,958 | $7.10M | 0.02% | +3,595+6.6% | Added |
| Voya Investment Management LLC | 57,764 | $7.07M | 0.01% | −858,765−93.7% | Reduced |
| Andra AP-fonden | 57,000 | $6.98M | 0.10% | +16,800+41.8% | Added |
| Arizona State Retirement System | 56,416 | $6.91M | 0.04% | +1,867+3.4% | Added |
| Standard Life Aberdeen plc | 54,743 | $6.68M | 0.01% | +12,174+28.6% | Added |
| Greenfield Seitz Capital Management, LLC | 53,662 | $6.57M | 2.41% | −835−1.5% | Reduced |
| Bokf, NA | 52,557 | $6.55M | 0.12% | −1,868−3.4% | Reduced |
| Davenport & Co LLC | 53,462 | $6.55M | 0.04% | +6,128+12.9% | Added |
| Commonwealth Equity Services, LLC | 52,616 | $6.44M | 0.01% | +529+1.0% | Added |
| ProShare Advisors LLC | 50,918 | $6.24M | 0.02% | −1,688−3.2% | Reduced |
| State of Michigan Retirement System | 50,444 | $6.18M | 0.03% | −600−1.2% | Reduced |
| USS Investment Management Ltd | 50,091 | $6.13M | 0.05% | +37+0.1% | Added |
| Callodine Capital Management, LP | 50,000 | $6.12M | 1.28% | +10,000+25.0% | Added |
| Citizens Financial Group Inc | 49,532 | $6.07M | 0.12% | −1,036−2.0% | Reduced |
| MetLife Investment Management | 48,258 | $5.91M | 0.03% | −1,541−3.1% | Reduced |
| Cahaba Wealth Management, Inc. | 46,254 | $5.66M | 0.47% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 46,048 | $5.64M | 0.03% | −1,636−3.4% | Reduced |
| Los Angeles Capital Management LLC | 44,380 | $5.43M | 0.02% | +20,533+86.1% | Added |
| Arrowstreet Capital, Limited Partnership | 43,736 | $5.36M | 0.00% | +43,736 | New |
| Fifth Third Bancorp | 43,076 | $5.28M | 0.02% | −81−0.2% | Reduced |
| New England Professional Planning Group Inc. | 42,958 | $5.26M | 2.60% | +158+0.4% | Added |
| Buckhead Capital Management LLC | 42,504 | $5.21M | 1.65% | +8,691+25.7% | Added |
| Fiera Capital Corp | 41,805 | $5.12M | 0.02% | −414,476−90.8% | Reduced |
| Retirement Systems of Alabama | 40,766 | $4.99M | 0.02% | −385−0.9% | Reduced |
| Resources Investment Advisors, LLC. | 40,741 | $4.99M | 0.06% | −995−2.4% | Reduced |
| Stephens Consulting, LLC | 40,650 | $4.98M | 1.28% | +100.0% | Added |
| IFM Investors Pty Ltd | 40,548 | $4.97M | 0.05% | −741−1.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,349 | $4.94M | 0.03% | −627−1.5% | Reduced |
| Westfield Capital Management Co LP | 40,095 | $4.91M | 0.02% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 39,781 | $4.87M | 1.12% | −133−0.3% | Reduced |
| Captrust Financial Advisors | 39,682 | $4.86M | 0.01% | −754−1.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 39,383 | $4.82M | 0.02% | +4,059+11.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 39,039 | $4.78M | 0.05% | +39,039 | New |
| Ancora Advisors, LLC | 38,524 | $4.72M | 0.11% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 38,488 | $4.71M | 0.02% | +28+0.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 38,359 | $4.70M | 0.01% | +7,338+23.7% | Added |
| Czech National Bank | 37,757 | $4.62M | 0.05% | +2,208+6.2% | Added |
| Creative Planning | 37,583 | $4.60M | 0.00% | −198−0.5% | Reduced |
| Amalgamated Bank | 36,621 | $4.49M | 0.04% | −1,485−3.9% | Reduced |
| CIBC World Markets Corp | 36,562 | $4.48M | 0.03% | +116+0.3% | Added |
| Vident Advisory, LLC | 36,216 | $4.44M | 0.11% | +27,809+330.8% | Added |
| Forsta Ap-Fonden | 35,800 | $4.38M | 0.03% | +5,200+17.0% | Added |
| Pathstone Holdings, LLC | 35,677 | $4.37M | 0.02% | −1,075−2.9% | Reduced |
| NBW Capital LLC | 35,606 | $4.36M | 0.82% | +1,846+5.5% | Added |
| Oppenheimer Asset Management Inc. | 35,380 | $4.33M | 0.05% | −1,499−4.1% | Reduced |
| DnB Asset Management AS | 34,885 | $4.27M | 0.02% | +1,992+6.1% | Added |
| Janney Montgomery Scott LLC | 34,846 | $4.27M | 0.01% | −1,772−4.8% | Reduced |
| Hilltop Holdings Inc. | 34,554 | $4.23M | 0.28% | +34,554 | New |
| Sanctuary Advisors, LLC | 25,549 | $4.22M | 0.03% | +2,193+9.4% | Added |
| Thrivent Financial for Lutherans | 34,411 | $4.21M | 0.01% | −1,288,918−97.4% | Reduced |