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 |
|---|---|---|---|---|---|
| Logan Capital Management Inc | 33,909 | $4.15M | 0.17% | −16,590−32.9% | Reduced |
| Siemens Fonds Invest GmbH | 33,795 | $4.14M | 0.33% | +297+0.9% | Added |
| DekaBank Deutsche Girozentrale | 33,882 | $4.12M | 0.01% | −3,430−9.2% | Reduced |
| British Columbia Investment Management Corp | 32,855 | $4.02M | 0.02% | −5,177−13.6% | Reduced |
| Comerica Bank | 32,806 | $4.02M | 0.02% | −1,373−4.0% | Reduced |
| Public Sector Pension Investment Board | 32,498 | $3.98M | 0.02% | +800+2.5% | Added |
| Susquehanna International Group, LLP | 32,354 | $3.96M | 0.01% | −17,301−34.8% | Reduced |
| Cardinal Capital Management | 32,106 | $3.93M | 0.61% | +907+2.9% | Added |
| Atria Investments LLC | 31,482 | $3.86M | 0.05% | +1,057+3.5% | Added |
| Mutual of America Capital Management LLC | 31,402 | $3.85M | 0.04% | −965−3.0% | Reduced |
| Tredje AP-fonden | 31,342 | $3.84M | 0.03% | 00.0% | Unchanged |
| Utah Retirement Systems | 31,246 | $3.83M | 0.04% | +100+0.3% | Added |
| Carl Stuart Investment Advisor, Inc | 30,150 | $3.69M | 2.08% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 30,085 | $3.68M | 0.12% | −436−1.4% | Reduced |
| Banque Cantonale Vaudoise | 29,080 | $3.56M | 0.15% | +29,080 | New |
| Cullen Investment Group, Ltd. | 28,842 | $3.53M | 0.53% | −198−0.7% | Reduced |
| Access Investment Management LLC | 28,831 | $3.53M | 1.08% | +45+0.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 28,820 | $3.53M | 0.16% | +928+3.3% | Added |
| State of Alaska, Department of Revenue | 28,575 | $3.50M | 0.04% | −6,960−19.6% | Reduced |
| CIBC Asset Management Inc | 28,366 | $3.47M | 0.01% | +1,908+7.2% | Added |
| Credit Agricole S A | 28,343 | $3.47M | 0.02% | −19,310−40.5% | Reduced |
| Pensionmark Financial Group, LLC | 28,290 | $3.46M | 0.11% | +1,924+7.3% | Added |
| Teacher Retirement System of Texas | 28,286 | $3.46M | 0.02% | −6,066−17.7% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 28,190 | $3.45M | 2.75% | +28+0.1% | Added |
| Mount Yale Investment Advisors, LLC | 28,102 | $3.44M | 0.33% | −801−2.8% | Reduced |
| Systematic Financial Management LP | 27,741 | $3.40M | 0.09% | −515−1.8% | Reduced |
| New York Life Investment Management LLC | 27,584 | $3.38M | 0.03% | −1,017−3.6% | Reduced |
| Assenagon Asset Management S.A. | 27,576 | $3.38M | 0.01% | +22,728+468.8% | Added |
| JustInvest LLC | 27,080 | $3.32M | 0.05% | −2,370−8.0% | Reduced |
| Xponance, Inc. | 26,734 | $3.27M | 0.03% | +273+1.0% | Added |
| Quantinno Capital Management LP | 26,428 | $3.24M | 0.04% | +9,879+59.7% | Added |
| First Hawaiian Bank | 25,984 | $3.18M | 0.10% | +1,003+4.0% | Added |
| Graphene Investments SAS | 25,900 | $3.17M | 2.03% | 00.0% | Unchanged |
| Omers Administration Corp | 25,625 | $3.14M | 0.03% | +18,700+270.0% | Added |
| Dean Investment Associates, LLC | 25,488 | $3.12M | 0.42% | −4,162−14.0% | Reduced |
| Storebrand Asset Management AS | 24,642 | $3.02M | 0.01% | 00.0% | Unchanged |
| Bank of Nova Scotia | 24,274 | $2.97M | 0.01% | +4,265+21.3% | Added |
| Centiva Capital, LP | 24,130 | $2.95M | 0.13% | +14,565+152.3% | Added |
| Regions Financial Corp | 24,121 | $2.95M | 0.02% | −251−1.0% | Reduced |
| Cetera Investment Advisers | 23,736 | $2.91M | 0.01% | +723+3.1% | Added |
| Yousif Capital Management, LLC | 23,611 | $2.89M | 0.03% | −393−1.6% | Reduced |
| Van Eck Associates Corp | 21,021 | $2.89M | 0.00% | +21,021 | New |
| Daiwa Securities Group Inc. | 23,550 | $2.88M | 0.01% | +2,349+11.1% | Added |
| Wellspring Financial Advisors, LLC | 23,528 | $2.88M | 0.34% | −20−0.1% | Reduced |
| Nissay Asset Management Corp | 23,523 | $2.88M | 0.02% | +531+2.3% | Added |
| TownSquare Capital, LLC | 23,454 | $2.87M | 0.03% | +3,915+20.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 23,437 | $2.87M | 0.01% | −3,252−12.2% | Reduced |
| Center for Financial Planning, Inc. | 23,346 | $2.86M | 0.39% | −657−2.7% | Reduced |
| Mackenzie Financial Corp | 23,281 | $2.85M | 0.00% | −300−1.3% | Reduced |
| Neuberger Berman Group LLC | 23,077 | $2.82M | 0.00% | −210−0.9% | Reduced |
| Mariner, LLC | 22,694 | $2.78M | 0.00% | −2,156−8.7% | Reduced |
| MML Investors Services, LLC | 22,467 | $2.75M | 0.01% | +98+0.4% | Added |
| 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 |
| GWM Advisors LLC | 21,720 | $2.66M | 0.02% | −1,026−4.5% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 21,546 | $2.64M | 0.54% | +16,901+363.9% | Added |
| Kaydan Wealth Management, Inc. | 21,375 | $2.62M | 0.77% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 20,969 | $2.57M | 0.19% | −288−1.4% | Reduced |
| Janus Henderson Group PLC | 20,913 | $2.56M | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 20,797 | $2.55M | 0.03% | +332+1.6% | Added |
| Public Employees Retirement Association of Colorado | 20,727 | $2.54M | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 20,624 | $2.53M | 0.00% | −2,507−10.8% | Reduced |
| Bessemer Group Inc | 20,017 | $2.45M | 0.00% | +984+5.2% | Added |
| Seven Eight Capital, LP | 19,959 | $2.44M | 0.22% | +11,495+135.8% | Added |
| Bridgewater Associates, LP | 18,857 | $2.31M | 0.01% | +16,082+579.5% | Added |
| Avantax Advisory Services, Inc. | 18,702 | $2.29M | 0.02% | −387−2.0% | Reduced |
| Ethic Inc. | 17,755 | $2.28M | 0.06% | −2,500−12.3% | Reduced |
| We Are One Seven, LLC | 18,541 | $2.27M | 0.10% | +1,521+8.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 18,059 | $2.21M | 0.00% | −399−2.2% | Reduced |
| Gotham Asset Management, LLC | 17,675 | $2.16M | 0.02% | +196+1.1% | Added |
| Cerity Partners LLC | 17,534 | $2.15M | 0.00% | +922+5.6% | Added |
| Elo Mutual Pension Insurance Co | 17,505 | $2.14M | 0.05% | +168+1.0% | Added |
| UniSuper Management Pty Ltd | 17,495 | $2.14M | 0.02% | +1,141+7.0% | Added |
| HighTower Advisors, LLC | 17,297 | $2.11M | 0.00% | −2,387−12.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 16,136 | $2.10M | 0.02% | −1,770−9.9% | Reduced |
| Alpine Woods Capital Investors, LLC | 12,900 | $2.10M | 0.37% | 00.0% | Unchanged |
| HRT Financial LP | 16,820 | $2.06M | 0.01% | −22,494−57.2% | Reduced |
| First Trust Investment Solutions L.P. | 16,357 | $2.00M | 0.23% | −3,112−16.0% | Reduced |
| Nordea Investment Management AB | 16,278 | $2.00M | 0.00% | +30+0.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 16,154 | $1.98M | 0.01% | +3,282+25.5% | Added |
| Axq Capital, LP | 16,089 | $1.97M | 0.59% | +7,222+81.4% | Added |
| Candriam Luxembourg S.C.A. | 16,043 | $1.96M | 0.01% | +2,376+17.4% | Added |
| Edgestream Partners, L.P. | 15,997 | $1.96M | 0.09% | −17,062−51.6% | Reduced |
| HST Ventures, LLC | 15,992 | $1.96M | 0.54% | −7,444−31.8% | Reduced |
| Gulf International Bank (UK) Ltd | 15,894 | $1.95M | 0.05% | −781−4.7% | Reduced |
| Oregon Public Employees Retirement Fund | 15,843 | $1.94M | 0.04% | −190−1.2% | Reduced |
| Apollon Wealth Management, LLC | 15,781 | $1.93M | 0.05% | +1,380+9.6% | Added |
| Aft, Forsyth & Sober, LLC | 15,750 | $1.93M | 0.63% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 15,496 | $1.90M | 0.03% | −1,733−10.1% | Reduced |
| CIBC Private Wealth Group, LLC | 15,455 | $1.89M | 0.00% | +435+2.9% | Added |
| Cresset Asset Management, LLC | 15,385 | $1.88M | 0.01% | +1,934+14.4% | Added |
| Empire Life Investments Inc. | 15,027 | $1.84M | 0.11% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 15,026 | $1.84M | 0.27% | 00.0% | Unchanged |
| Intech Investment Management LLC | 14,956 | $1.83M | 0.02% | +11,665+354.5% | Added |
| Sweet Financial Partners, LLC | 14,944 | $1.83M | 0.40% | −839−5.3% | Reduced |
| White Pine Capital LLC | 14,938 | $1.83M | 0.62% | +10.0% | Added |
| Stablepoint Partners, LLC | 14,578 | $1.79M | 0.33% | +341+2.4% | Added |
| Davis Investment Partners, LLC | 14,197 | $1.76M | 0.74% | 00.0% | Unchanged |
| Dean Capital Management | 14,337 | $1.76M | 0.75% | +14,337 | New |
| SPC Financial, Inc. | 14,250 | $1.75M | 0.15% | −1,800−11.2% | Reduced |