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 |
|---|---|---|---|---|---|
| High Net Worth Advisory Group LLC | 14,232 | $1.74M | 0.49% | −300−2.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,024 | $1.72M | 0.01% | −1,045−6.9% | Reduced |
| Tower Research Capital LLC (TRC) | 13,752 | $1.68M | 0.04% | +6,531+90.4% | Added |
| Pacer Advisors, Inc. | 13,733 | $1.68M | 0.00% | +234+1.7% | Added |
| M&T Bank Corp | 13,682 | $1.68M | 0.01% | +125+0.9% | Added |
| Heritage Wealth Advisors | 13,592 | $1.66M | 0.08% | 00.0% | Unchanged |
| STRS Ohio | 13,549 | $1.66M | 0.01% | −1,184−8.0% | Reduced |
| William B. Walkup & Associates, Inc. | 13,395 | $1.64M | 1.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 12,959 | $1.59M | 0.02% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 12,959 | $1.59M | 0.02% | +12,959 | New |
| Kentucky Retirement Systems | 12,912 | $1.58M | 0.05% | −1,146−8.2% | Reduced |
| Advisor Group Holdings, Inc. | 12,790 | $1.57M | 0.00% | −2,084−14.0% | Reduced |
| Achmea Investment Management B.V. | 12,492 | $1.53M | 0.03% | +1,986+18.9% | Added |
| Dynamic Technology Lab Private Ltd | 12,311 | $1.51M | 0.16% | +12,311 | New |
| Dai-Ichi Life Insurance Company, Ltd | 12,296 | $1.51M | 0.04% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 12,223 | $1.50M | 0.02% | +267+2.2% | Added |
| FORA Capital, LLC | 12,212 | $1.50M | 0.18% | −5,060−29.3% | Reduced |
| Meridian Wealth Advisors, LLC | 12,094 | $1.48M | 0.25% | −575−4.5% | Reduced |
| Mizuho Securities USA LLC | 12,019 | $1.47M | 0.03% | −2,368−16.5% | Reduced |
| CWM, LLC | 11,853 | $1.45M | 0.01% | +325+2.8% | Added |
| Sabal Trust CO | 11,821 | $1.45M | 0.08% | 00.0% | Unchanged |
| Hartford Investment Management Co | 11,665 | $1.43M | 0.05% | −405−3.4% | Reduced |
| Peak Planning Group, LLC | 11,578 | $1.42M | 0.62% | +20.0% | Added |
| Tower Bridge Advisors | 11,454 | $1.40M | 0.15% | −1,200−9.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 11,451 | $1.40M | 0.30% | +11,451 | New |
| Keybank National Association | 11,172 | $1.37M | 0.01% | +857+8.3% | Added |
| Allen Investment Management LLC | 11,150 | $1.37M | 0.02% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 10,802 | $1.32M | 0.03% | −4,118−27.6% | Reduced |
| Rakuten Investment Management, Inc. | 10,714 | $1.31M | 0.01% | +2,606+32.1% | Added |
| Western Wealth Management, LLC | 10,637 | $1.30M | 0.07% | +10,637 | New |
| King Luther Capital Management Corp | 10,611 | $1.30M | 0.01% | 00.0% | Unchanged |
| Atlas Wealth LLC | 10,504 | $1.29M | 0.56% | −110−1.0% | Reduced |
| Klingman & Associates, LLC | 10,467 | $1.28M | 0.08% | +31+0.3% | Added |
| Commerce Bank | 10,445 | $1.28M | 0.01% | +658+6.7% | Added |
| Louisiana State Employees Retirement System | 10,400 | $1.27M | 0.02% | −200−1.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 10,370 | $1.27M | 0.09% | −12,374−54.4% | Reduced |
| United Capital Financial Advisers, LLC | 10,337 | $1.27M | 0.01% | −160−1.5% | Reduced |
| Oarsman Capital, Inc. | 10,331 | $1.27M | 0.23% | +225+2.2% | Added |
| Steward Partners Investment Advisory, LLC | 10,298 | $1.26M | 0.01% | +3,489+51.2% | Added |
| Montag & Caldwell, LLC | 10,257 | $1.26M | 0.26% | +10+0.1% | Added |
| Securian Asset Management, Inc | 10,234 | $1.25M | 0.04% | −488−4.6% | Reduced |
| Park Avenue Securities LLC | 10,165 | $1.25M | 0.01% | −3,370−24.9% | Reduced |
| Cullen Capital Management LLC | 10,111 | $1.24M | 0.01% | +10,111 | New |
| Bill Few Associates, Inc. | 10,095 | $1.24M | 0.44% | +4,900+94.3% | Added |
| Oxford Financial Group Ltd | 10,092 | $1.24M | 0.08% | −1,400−12.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 9,953 | $1.22M | 0.00% | −10,116−50.4% | Reduced |
| Gladstone Institutional Advisory LLC | 9,861 | $1.21M | 0.06% | +845+9.4% | Added |
| Sanibel Captiva Trust Company, Inc. | 9,802 | $1.20M | 0.04% | +16+0.2% | Added |
| Panagora Asset Management Inc | 9,374 | $1.15M | 0.01% | −10.0% | Reduced |
| Jane Street Group, LLC | 9,206 | $1.13M | 0.00% | −78,401−89.5% | Reduced |
| Cumberland Partners Ltd | 9,100 | $1.11M | 0.08% | +1,800+24.7% | Added |
| E. Ohman J:or Asset Management AB | 9,100 | $1.11M | 0.03% | +5,600+160.0% | Added |
| New Mexico Educational Retirement Board | 9,075 | $1.11M | 0.04% | −400−4.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 9,033 | $1.11M | 0.02% | +6,490+255.2% | Added |
| Ossiam | 9,002 | $1.10M | 0.02% | +2,215+32.6% | Added |
| Vinva Investment Management Ltd | 8,968 | $1.10M | 0.05% | −1,649−15.5% | Reduced |
| Financial Counselors Inc | 8,966 | $1.10M | 0.02% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 8,941 | $1.09M | 0.15% | −147−1.6% | Reduced |
| Glenmede Trust Co NA | 8,713 | $1.07M | 0.01% | −12,663−59.2% | Reduced |
| Concurrent Investment Advisors, LLC | 8,700 | $1.07M | 0.03% | −15−0.2% | Reduced |
| Chiron Capital Management, LLC | 8,650 | $1.06M | 0.94% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 8,620 | $1.06M | 0.32% | −105−1.2% | Reduced |
| nVerses Capital, LLC | 8,500 | $1.04M | 0.48% | +8,500 | New |
| Moody National Bank Trust Division | 8,328 | $1.02M | 0.11% | −1,018−10.9% | Reduced |
| Bayesian Capital Management, LP | 8,300 | $1.02M | 0.12% | +8,300 | New |
| Inceptionr LLC | 8,303 | $1.01M | 0.25% | +4,716+131.5% | Added |
| Consolidated Planning Corp | 8,234 | $1.01M | 0.15% | −288−3.4% | Reduced |
| Trust Co of Toledo NA | 8,165 | $999.9K | 0.14% | +199+2.5% | Added |
| NEOS Investment Management LLC | 8,113 | $989.9K | 0.03% | +1,624+25.0% | Added |
| Northwest & Ethical Investments L.P. | 8,019 | $982.0K | 0.03% | −1,683−17.3% | Reduced |
| Teza Capital Management LLC | 8,009 | $980.8K | 0.11% | +8,009 | New |
| Signaturefd, LLC | 7,972 | $976.3K | 0.02% | −369−4.4% | Reduced |
| One + One Wealth Management, LLC | 7,856 | $962.0K | 0.57% | −273−3.4% | Reduced |
| Gateway Investment Advisers LLC | 7,839 | $960.0K | 0.01% | −99−1.2% | Reduced |
| Formidable Asset Management, LLC | 7,834 | $959.3K | 0.15% | +15+0.2% | Added |
| Cavalier Investments, LLC | 7,815 | $957.0K | 0.29% | +483+6.6% | Added |
| Scientech Research LLC | 7,797 | $954.8K | 0.19% | +7,797 | New |
| Norinchukin Bank, The | 7,792 | $954.2K | 0.02% | +1,108+16.6% | Added |
| Paradigm Asset Management Co LLC | 7,700 | $942.9K | 0.25% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 7,537 | $923.0K | 0.02% | +29+0.4% | Added |
| Versor Investments LP | 7,500 | $918.5K | 0.15% | +7,500 | New |
| Wealthfront Advisers LLC | 7,427 | $909.5K | 0.00% | +70+1.0% | Added |
| SG Americas Securities, LLC | 7,402 | $906.0K | 0.00% | −56,832−88.5% | Reduced |
| TCG Advisory Services, LLC | 7,099 | $869.3K | 0.04% | +7,099 | New |
| XTX Topco Ltd | 7,014 | $858.9K | 0.06% | −1,337−16.0% | Reduced |
| Qtron Investments LLC | 6,940 | $849.9K | 0.12% | +6,940 | New |
| Skylands Capital, LLC | 6,937 | $846.4K | 0.11% | −50−0.7% | Reduced |
| Bradley Foster & Sargent Inc | 6,715 | $822.3K | 0.01% | 00.0% | Unchanged |
| Muirfield Wealth Advisors LLC | 6,677 | $817.6K | 0.69% | +25+0.4% | Added |
| Stephens Inc | 6,652 | $814.6K | 0.01% | −771−10.4% | Reduced |
| Intact Investment Management Inc. | 6,600 | $808.2K | 0.03% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 6,546 | $801.6K | 0.01% | +39+0.6% | Added |
| Investment Management Corp of Ontario | 6,526 | $799.2K | 0.02% | +2,200+50.9% | Added |
| Qsemble Capital Management, LP | 6,460 | $791.1K | 0.15% | +6,460 | New |
| Yorktown Management & Research Co Inc | 6,450 | $789.9K | 0.81% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,379 | $780.8K | 0.01% | +228+3.7% | Added |
| Empirical Finance, LLC | 6,293 | $770.6K | 0.04% | +141+2.3% | Added |
| Staley Capital Advisers Inc | 6,250 | $765.4K | 0.03% | 00.0% | Unchanged |
| Prudential PLC | 6,249 | $765.3K | 0.00% | −210−3.3% | Reduced |
| Balyasny Asset Management LLC | 6,196 | $758.8K | 0.00% | +228+3.8% | Added |