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 |
|---|---|---|---|---|---|
| Norden Group LLC | 6,182 | $757.0K | 0.09% | +3,179+105.9% | Added |
| NorthCrest Asset Manangement, LLC | 6,159 | $754.2K | 0.02% | +54+0.9% | Added |
| Metis Global Partners, LLC | 6,115 | $748.8K | 0.02% | +82+1.4% | Added |
| Veriti Management LLC | 6,033 | $738.8K | 0.04% | +1,486+32.7% | Added |
| CAPROCK Group, Inc. | 6,023 | $737.6K | 0.03% | +131+2.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,875 | $719.5K | 0.02% | −62−1.0% | Reduced |
| MGB Wealth Management, LLC | 5,803 | $710.6K | 0.26% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 5,705 | $698.6K | 0.03% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 5,700 | $698.0K | 0.03% | 00.0% | Unchanged |
| Signature Wealth Management Group | 5,638 | $690.4K | 0.28% | 00.0% | Unchanged |
| National Asset Management, Inc. | 5,490 | $674.7K | 0.02% | −894−14.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,488 | $672.1K | 0.05% | −529−8.8% | Reduced |
| D.A. Davidson & Co. | 5,391 | $660.2K | 0.01% | +461+9.4% | Added |
| HBK Sorce Advisory LLC | 5,376 | $658.4K | 0.02% | −359−6.3% | Reduced |
| Kestra Advisory Services, LLC | 5,374 | $658.1K | 0.00% | −364−6.3% | Reduced |
| Principal Street Partners, LLC | 5,272 | $645.8K | 0.11% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 5,234 | $641.0K | 0.23% | −739−12.4% | Reduced |
| Belpointe Asset Management LLC | 5,215 | $638.7K | 0.04% | +1,780+51.8% | Added |
| Intrust Bank NA | 5,211 | $638.1K | 0.06% | +89+1.7% | Added |
| Ieq Capital, LLC | 5,111 | $625.9K | 0.01% | +552+12.1% | Added |
| Covenant Partners, LLC | 5,093 | $623.7K | 0.18% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 5,079 | $621.3K | 0.01% | +2,880+131.0% | Added |
| Wetzel Investment Advisors, Inc. | 5,029 | $615.9K | 0.31% | −500−9.0% | Reduced |
| Forum Financial Management, LP | 5,007 | $613.2K | 0.01% | +10.0% | Added |
| V-Square Quantitative Management LLC | 4,971 | $608.7K | 0.09% | +855+20.8% | Added |
| Swedbank AB | 4,904 | $600.5K | 0.00% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 4,889 | $598.7K | 0.15% | +337+7.4% | Added |
| First Eagle Investment Management, LLC | 4,807 | $588.7K | 0.00% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 4,779 | $585.2K | 0.04% | −319−6.3% | Reduced |
| Applied Finance Capital Management, LLC | 4,764 | $583.4K | 0.02% | +4,764 | New |
| Ronald Blue Trust, Inc. | 4,694 | $580.1K | 0.01% | +1,184+33.7% | Added |
| Parallax Volatility Advisers, L.P. | 4,654 | $569.9K | 0.01% | +4,654 | New |
| Landscape Capital Management, L.L.C. | 4,607 | $564.2K | 0.06% | +4,607 | New |
| RMB Capital Management, LLC | 4,600 | $563.3K | 0.01% | −9−0.2% | Reduced |
| CIBC World Markets Inc. | 4,598 | $563.0K | 0.00% | −516−10.1% | Reduced |
| NorthRock Partners, LLC | 4,555 | $557.8K | 0.02% | +252+5.9% | Added |
| Net Worth Advisory Group | 4,426 | $541.9K | 0.16% | +4,426 | New |
| Johnson Investment Counsel Inc | 4,389 | $537.5K | 0.01% | +248+6.0% | Added |
| Harrell Investment Partners, LLC | 4,350 | $532.7K | 0.15% | +16+0.4% | Added |
| Quest Partners LLC | 4,320 | $529.0K | 0.05% | −2,545−37.1% | Reduced |
| Coldstream Capital Management Inc | 4,228 | $527.6K | 0.01% | +64+1.5% | Added |
| Global Financial Private Client, LLC | 4,282 | $524.4K | 0.20% | 00.0% | Unchanged |
| Dock Street Asset Management Inc | 4,264 | $522.2K | 0.07% | −317−6.9% | Reduced |
| Fox Run Management, L.L.C. | 4,260 | $521.7K | 0.12% | −2,400−36.0% | Reduced |
| Verition Fund Management LLC | 4,235 | $518.6K | 0.00% | +4,235 | New |
| Toroso Investments, LLC | 4,241 | $517.4K | 0.01% | −2,282−35.0% | Reduced |
| Tectonic Advisors LLC | 4,119 | $504.4K | 0.03% | +19+0.5% | Added |
| Beverly Hills Private Wealth, LLC | 4,061 | $497.3K | 0.10% | −586−12.6% | Reduced |
| McMahon Financial Advisors, LLC | 4,051 | $496.1K | 0.11% | +105+2.7% | Added |
| Great Valley Advisor Group, Inc. | 4,014 | $491.5K | 0.01% | +42+1.1% | Added |
| IFP Advisors, Inc | 4,003 | $490.3K | 0.02% | +299+8.1% | Added |
| Williams Jones Wealth Management, LLC. | 4,001 | $490.0K | 0.01% | +10.0% | Added |
| NJ State Employees Deferred Compensation Plan | 4,000 | $489.8K | 0.06% | 00.0% | Unchanged |
| Shell Asset Management Co | 3,942 | $483.0K | 0.02% | +3,942 | New |
| Shulman DeMeo Asset Management LLC | 3,935 | $481.9K | 0.12% | −31−0.8% | Reduced |
| Greenleaf Trust | 3,894 | $476.9K | 0.00% | −30−0.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,783 | $463.3K | 0.03% | +3,783 | New |
| Guggenheim Capital LLC | 3,765 | $461.1K | 0.00% | −251−6.3% | Reduced |
| EntryPoint Capital, LLC | 3,488 | $427.1K | 0.24% | +3,488 | New |
| Dark Forest Capital Management LP | 3,473 | $425.3K | 0.05% | +3,473 | New |
| Stratos Wealth Advisors, LLC | 3,460 | $423.8K | 0.02% | +3+0.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,455 | $423.1K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 3,466 | $422.9K | 0.01% | +255+7.9% | Added |
| Visionary Wealth Advisors | 3,452 | $422.8K | 0.03% | −56−1.6% | Reduced |
| Jump Financial, LLC | 3,402 | $416.6K | 0.01% | +3,402 | New |
| Texas Yale Capital Corp. | 3,398 | $416.1K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 3,400 | $416.0K | 0.01% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 3,383 | $414.3K | 0.09% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 3,377 | $413.6K | 0.05% | +7+0.2% | Added |
| Everence Capital Management Inc | 3,370 | $413.0K | 0.03% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 3,341 | $409.2K | 0.11% | +150+4.7% | Added |
| GTS Securities LLC | 3,330 | $407.8K | 0.01% | −508−13.2% | Reduced |
| Catalyst Capital Advisors LLC | 3,256 | $398.7K | 0.01% | −2,309−41.5% | Reduced |
| Argus Investors' Counsel, Inc. | 3,251 | $398.1K | 0.26% | −258−7.4% | Reduced |
| Guinness Asset Management LTD | 3,248 | $397.8K | 0.01% | −370−10.2% | Reduced |
| Collective Family Office LLC | 3,200 | $391.9K | 0.11% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 3,186 | $390.2K | 0.01% | +782+32.5% | Added |
| Fifth Third Wealth Advisors LLC | 3,186 | $390.2K | 0.02% | +3,186 | New |
| Northwestern Mutual Wealth Management Co | 3,186 | $390.1K | 0.00% | +221+7.5% | Added |
| Westpac Banking Corp | 3,177 | $389.1K | 0.03% | +2,554+410.0% | Added |
| Essex Financial Services, Inc. | 2,854 | $388.7K | 0.03% | −33−1.1% | Reduced |
| DoubleLine ETF Adviser LP | 3,129 | $383.2K | 0.09% | −212−6.3% | Reduced |
| Capstone Investment Advisors, LLC | 3,128 | $383.1K | 0.01% | +548+21.2% | Added |
| Kestra Private Wealth Services, LLC | 3,093 | $378.8K | 0.01% | −329−9.6% | Reduced |
| Novak & Powell Financial Services, Inc. | 3,073 | $376.3K | 0.22% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 3,070 | $376.0K | 0.05% | +8+0.3% | Added |
| Profund Advisors LLC | 3,061 | $374.9K | 0.01% | +347+12.8% | Added |
| Level Four Advisory Services, LLC | 2,519 | $373.4K | 0.02% | −262−9.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,021 | $370.0K | 0.04% | −24−0.8% | Reduced |
| Quad-Cities Investment Group, LLC | 3,018 | $369.5K | 0.19% | +10+0.3% | Added |
| Alps Advisors Inc | 3,000 | $367.4K | 0.00% | +3,000 | New |
| Quantitative Investment Management, LLC | 2,979 | $364.0K | 0.04% | +2,979 | New |
| Phillips Wealth Planners LLC | 2,672 | $363.8K | 0.35% | +19+0.7% | Added |
| Agate Pass Investment Management, LLC | 2,968 | $363.5K | 0.18% | −500−14.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,958 | $362.0K | 0.00% | −1,411−32.3% | Reduced |
| Samalin Investment Counsel, LLC | 2,926 | $358.3K | 0.16% | +4+0.1% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,925 | $358.2K | 0.04% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 5,527 | $355.9K | 0.00% | −6,091−52.4% | Reduced |
| RSM US Wealth Management LLC | 2,859 | $352.9K | 0.01% | +180+6.7% | Added |
| Leuthold Group, LLC | 2,879 | $352.6K | 0.04% | −67−2.3% | Reduced |