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 |
|---|---|---|---|---|---|
| MTM Investment Management, LLC | 2,752 | $349.9K | 0.14% | +52+1.9% | Added |
| iA Global Asset Management Inc. | 2,832 | $347.0K | 0.01% | −8,689−75.4% | Reduced |
| Smartleaf Asset Management LLC | 2,792 | $342.0K | 0.04% | +565+25.4% | Added |
| Pine Valley Investments Ltd Liability Co | 2,788 | $341.4K | 0.02% | +439+18.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,741 | $335.7K | 0.01% | −370−11.9% | Reduced |
| Natixis | 2,739 | $335.4K | 0.00% | −54,108−95.2% | Reduced |
| Brighton Jones LLC | 2,734 | $334.8K | 0.01% | −25−0.9% | Reduced |
| Evercore Wealth Management, LLC | 2,728 | $334.1K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,717 | $332.7K | 0.03% | +33+1.2% | Added |
| Wetherby Asset Management Inc | 2,713 | $332.2K | 0.02% | −104−3.7% | Reduced |
| PFG Advisors | 2,703 | $331.0K | 0.02% | +2,703 | New |
| Checchi Capital Advisers, LLC | 2,701 | $330.8K | 0.02% | +173+6.8% | Added |
| Graham Capital Management, L.P. | 2,681 | $328.3K | 0.01% | +2,681 | New |
| Alliance Wealth Advisors, LLC | 2,676 | $327.7K | 0.09% | +373+16.2% | Added |
| Howard Bailey Securities, LLC | 2,670 | $327.0K | 0.12% | +2,670 | New |
| Flagship Harbor Advisors, LLC | 2,660 | $325.7K | 0.02% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 2,650 | $324.5K | 0.01% | −921−25.8% | Reduced |
| State of Wyoming | 2,649 | $324.4K | 0.05% | +934+54.5% | Added |
| Maven Securities LTD | 2,600 | $318.4K | 0.04% | +2,600 | New |
| Snowden Capital Advisors LLC | 2,596 | $317.9K | 0.01% | −3,941−60.3% | Reduced |
| Bleakley Financial Group, LLC | 2,583 | $316.3K | 0.01% | −4−0.2% | Reduced |
| Private Advisor Group, LLC | 2,577 | $315.6K | 0.00% | −425−14.2% | Reduced |
| Exchange Traded Concepts, LLC | 2,569 | $314.6K | 0.01% | +2,569 | New |
| AXA S.A. | 2,558 | $313.3K | 0.00% | +786+44.4% | Added |
| Calton & Associates, Inc. | 2,550 | $312.3K | 0.12% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 2,547 | $311.9K | 0.09% | +2,547 | New |
| Blue Chip Partners, Inc. | 2,544 | $311.5K | 0.03% | +9+0.4% | Added |
| Legacy Wealth Asset Management, LLC | 2,534 | $310.3K | 0.08% | +11+0.4% | Added |
| MBB Public Markets I LLC | 2,520 | $308.6K | 0.03% | −12,077−82.7% | Reduced |
| Dynamic Advisor Solutions LLC | 2,516 | $308.2K | 0.01% | −30−1.2% | Reduced |
| Virtu Financial LLC | 2,514 | $308.0K | 0.02% | +2,514 | New |
| Horizon Investments, LLC | 2,514 | $306.7K | 0.01% | −463−15.6% | Reduced |
| Clarus Group, Inc. | 2,500 | $306.1K | 0.13% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 2,496 | $305.6K | 0.08% | −110−4.2% | Reduced |
| Colonial Trust Co | 2,495 | $305.5K | 0.05% | +3+0.1% | Added |
| Portside Wealth Group, LLC | 2,495 | $305.5K | 0.05% | +93+3.9% | Added |
| Personal Cfo Solutions, LLC | 2,493 | $305.3K | 0.04% | +5+0.2% | Added |
| Vestmark Advisory Solutions, Inc. | 2,481 | $303.8K | 0.01% | +214+9.4% | Added |
| Vontobel Holding Ltd. | 2,440 | $298.8K | 0.00% | +137+5.9% | Added |
| Salem Investment Counselors Inc | 2,413 | $295.5K | 0.01% | 00.0% | Unchanged |
| Pitcairn Co | 2,400 | $294.0K | 0.02% | −1,138−32.2% | Reduced |
| Lake Street Advisors Group, LLC | 2,394 | $293.2K | 0.01% | +147+6.5% | Added |
| Sequoia Financial Advisors, LLC | 2,382 | $291.7K | 0.00% | −114−4.6% | Reduced |
| Brevan Howard Capital Management LP | 2,377 | $291.1K | 0.01% | −5,713−70.6% | Reduced |
| Gitterman Wealth Management, LLC | 2,361 | $289.1K | 0.12% | +2,361 | New |
| Cornerstone Wealth Group, LLC | 2,323 | $284.5K | 0.02% | −10−0.4% | Reduced |
| Harbor Investment Advisory, LLC | 2,317 | $283.7K | 0.03% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 2,310 | $282.9K | 0.06% | −10,345−81.7% | Reduced |
| Rehmann Capital Advisory Group | 2,280 | $281.4K | 0.02% | +59+2.7% | Added |
| Huntington National Bank | 2,272 | $278.2K | 0.00% | −49−2.1% | Reduced |
| Trust Asset Management LLC | 2,261 | $276.9K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 2,257 | $276.4K | 0.01% | +37+1.7% | Added |
| Family Wealth Group, LLC | 2,256 | $276.3K | 0.24% | +360+19.0% | Added |
| Principle Wealth Partners LLC | 2,225 | $272.5K | 0.02% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 1,879 | $271.1K | 0.02% | +146+8.4% | Added |
| Proequities, Inc. | 2,191 | $268.3K | 0.02% | −109−4.7% | Reduced |
| Edmp, Inc. | 2,183 | $267.3K | 0.22% | −317−12.7% | Reduced |
| Arbor Investment Advisors, LLC | 2,181 | $267.1K | 0.04% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 2,175 | $266.4K | 0.09% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,156 | $264.0K | 0.00% | +380+21.4% | Added |
| Colony Group, LLC | 2,151 | $263.5K | 0.00% | +2,151 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,111 | $258.5K | 0.04% | −10.0% | Reduced |
| Revolve Wealth Partners, LLC | 2,102 | $257.4K | 0.04% | +4+0.2% | Added |
| Berry Wealth Group, LP | 2,093 | $256.3K | 0.18% | −128−5.8% | Reduced |
| Novare Capital Management LLC | 2,080 | $254.7K | 0.02% | 00.0% | Unchanged |
| Financial Insights, Inc. | 2,061 | $252.4K | 0.08% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 2,023 | $247.7K | 0.02% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 2,000 | $246.0K | 0.04% | 00.0% | Unchanged |
| Savant Capital, LLC | 2,005 | $245.5K | 0.00% | +2,005 | New |
| Canandaigua National Bank & Trust Co | 1,993 | $244.1K | 0.02% | −171−7.9% | Reduced |
| Morningstar Investment Management LLC | 1,859 | $242.0K | 0.02% | +1,859 | New |
| Cigna Investments Inc | 1,963 | $241.0K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,966 | $240.9K | 0.01% | +194+10.9% | Added |
| Legacy Advisors, LLC | 1,959 | $239.9K | 0.03% | +244+14.2% | Added |
| Principal Securities, Inc. | 1,950 | $238.8K | 0.01% | +176+9.9% | Added |
| Synovus Financial Corp | 1,936 | $237.1K | 0.00% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 1,926 | $235.9K | 0.02% | −450−18.9% | Reduced |
| Crestwood Advisors Group LLC | 1,915 | $234.5K | 0.00% | +58+3.1% | Added |
| Simplicity Wealth,LLC | 1,877 | $229.9K | 0.02% | −2,341−55.5% | Reduced |
| Ameritas Investment Partners, Inc. | 1,877 | $229.9K | 0.01% | −158−7.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,875 | $229.6K | 0.00% | −3,945−67.8% | Reduced |
| Allred Capital Management, LLC | 1,870 | $229.0K | 0.09% | +35+1.9% | Added |
| Southeast Asset Advisors Inc. | 1,846 | $226.1K | 0.03% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,827 | $223.7K | 0.06% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,769 | $221.8K | 0.01% | +86+5.1% | Added |
| Central Bank & Trust Co | 1,807 | $221.3K | 0.03% | −25,034−93.3% | Reduced |
| First Bank & Trust | 1,807 | $221.3K | 0.04% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,804 | $221.0K | 0.01% | −5−0.3% | Reduced |
| Summit Financial, LLC | 1,791 | $219.3K | 0.01% | +1,791 | New |
| Central Trust Co | 1,787 | $218.8K | 0.01% | +1+0.1% | Added |
| Dynasty Wealth Management, LLC | 1,765 | $216.2K | 0.01% | +8+0.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,751 | $214.0K | 0.00% | −2,085−54.4% | Reduced |
| Meeder Advisory Services, Inc. | 1,716 | $210.2K | 0.01% | +21+1.2% | Added |
| J. W. Coons Advisors, LLC | 1,715 | $210.0K | 0.05% | −157−8.4% | Reduced |
| South Dakota Investment Council | 1,700 | $208.0K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,654 | $202.5K | 0.06% | −59−3.4% | Reduced |
| Hamilton Capital Partners Inc. | 1,653 | $202.4K | 0.02% | −1,000−37.7% | Reduced |
| Global Retirement Partners, LLC | 1,542 | $188.9K | 0.01% | −280−15.4% | Reduced |
| Mather Group, LLC. | 1,523 | $186.5K | 0.00% | −62−3.9% | Reduced |
| Deane Retirement Strategies, Inc. | 1,507 | $184.5K | 0.09% | 00.0% | Unchanged |