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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 1,495 | $183.1K | 0.02% | +153+11.4% | Added |
| Quadrant Capital Group LLC | 1,411 | $172.8K | 0.01% | −74−5.0% | Reduced |
| PGGM Investments | 1,350 | $165.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,332 | $163.1K | 0.01% | +1,100+474.1% | Added |
| First Horizon Advisors, Inc. | 1,276 | $156.3K | 0.00% | −104−7.5% | Reduced |
| PEAK6 Investments LLC | 1,255 | $153.7K | 0.01% | +1,255 | New |
| PSI Advisors, LLC | 1,157 | $141.7K | 0.04% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,127 | $138.0K | 0.11% | −138−10.9% | Reduced |
| Lindbrook Capital, LLC | 1,112 | $136.2K | 0.01% | −88−7.3% | Reduced |
| Park Place Capital Corp | 1,087 | $133.1K | 0.04% | +74+7.3% | Added |
| SYSTM Wealth Solutions LLC | 1,065 | $130.4K | 3.96% | −42,002−97.5% | Reduced |
| Federated Hermes, Inc. | 1,038 | $127.1K | 0.00% | +339+48.5% | Added |
| Farther Finance Advisors, LLC | 961 | $117.6K | 0.00% | +41+4.5% | Added |
| Penserra Capital Management LLC | 904 | $110.0K | 0.00% | +10+1.1% | Added |
| Caldwell Trust Co | 869 | $106.4K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 830 | $101.7K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 818 | $100.0K | 0.04% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 777 | $95.2K | 0.00% | +427+122.0% | Added |
| DT Investment Partners, LLC | 719 | $88.0K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 10,654 | $87.0K | 0.00% | +10,630+44,291.7% | Added |
| Eagle Bay Advisors LLC | 701 | $85.8K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 691 | $84.6K | 0.02% | +19+2.8% | Added |
| Ci Investments Inc. | 686 | $84.0K | 0.00% | −131−16.0% | Reduced |
| GeoWealth Management, LLC | 674 | $82.5K | 0.00% | +674 | New |
| Advisors Asset Management, Inc. | 657 | $80.5K | 0.00% | −38−5.5% | Reduced |
| Umb Bank N A | 618 | $75.7K | 0.00% | +208+50.7% | Added |
| Delta Asset Management LLC | 600 | $73.5K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 596 | $73.0K | 0.02% | +596 | New |
| Johnson Financial Group, Inc. | 593 | $72.6K | 0.00% | +582+5,290.9% | Added |
| Massmutual Trust Co FSB | 585 | $71.6K | 0.00% | −110−15.8% | Reduced |
| Parkside Financial Bank & Trust | 584 | $71.5K | 0.01% | +31+5.6% | Added |
| HM Payson & Co | 550 | $67.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 543 | $66.5K | 0.00% | +35+6.9% | Added |
| Capital Advisors, Ltd. LLC | 526 | $64.0K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 500 | $61.2K | 0.03% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 500 | $61.2K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 495 | $61.0K | 0.00% | −139−21.9% | Reduced |
| Manchester Capital Management LLC | 477 | $58.4K | 0.01% | −2−0.4% | Reduced |
| Resources Management Corp | 472 | $58.0K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 464 | $56.8K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 456 | $55.8K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 452 | $55.4K | 0.01% | +23+5.4% | Added |
| Pinnacle Financial Partners Inc | 442 | $54.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 434 | $53.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 433 | $53.0K | 0.00% | −72−14.3% | Reduced |
| Quarry LP | 420 | $51.4K | 0.02% | +187+80.3% | Added |
| Operose Advisors LLC | 415 | $50.8K | 0.02% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 400 | $49.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 393 | $48.1K | 0.00% | +7+1.8% | Added |
| Headlands Technologies LLC | 385 | $47.1K | 0.01% | +385 | New |
| TD Capital Management LLC | 381 | $46.6K | 0.00% | +2+0.5% | Added |
| Trust Co | 379 | $46.4K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 373 | $45.7K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 346 | $42.3K | 0.00% | +98+39.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 319 | $39.1K | 0.01% | −23−6.7% | Reduced |
| Assetmark, Inc | 315 | $38.6K | 0.00% | −14,636−97.9% | Reduced |
| Peterson Financial Group, Inc. | 303 | $37.1K | 0.14% | +303 | New |
| TD Waterhouse Canada Inc. | 249 | $35.2K | 0.00% | +99+66.0% | Added |
| Clearstead Advisors, LLC | 286 | $35.0K | 0.00% | +1+0.4% | Added |
| JFS Wealth Advisors, LLC | 278 | $34.0K | 0.00% | +4+1.5% | Added |
| Gladius Capital Management LP | 278 | $34.0K | 0.02% | +278 | New |
| Future Financial Wealth Managment LLC | 259 | $31.7K | 0.02% | +259 | New |
| Riggs Asset Managment Co. Inc. | 250 | $30.6K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 250 | $30.6K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 215 | $26.0K | 0.02% | +1+0.5% | Added |
| Zions Bancorporation, N.A. | 208 | $25.5K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 203 | $24.9K | 0.02% | +198+3,960.0% | Added |
| Alpine Bank Wealth Management | 197 | $24.1K | 0.00% | +197 | New |
| SRS Capital Advisors, Inc. | 194 | $23.8K | 0.00% | +85+78.0% | Added |
| Deseret Mutual Benefit Administrators | 192 | $23.5K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 186 | $22.8K | 0.00% | −125−40.2% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 174 | $21.3K | 0.01% | +1+0.6% | Added |
| Naples Money Management LLC | 174 | $21.3K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 174 | $21.3K | 0.00% | +39+28.9% | Added |
| Valley National Advisers Inc | 172 | $21.0K | 0.00% | −20−10.4% | Reduced |
| Hemington Wealth Management | 139 | $20.0K | 0.01% | +139 | New |
| First Community Trust NA | 163 | $20.0K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 157 | $19.2K | 0.00% | −40−20.3% | Reduced |
| Princeton Global Asset Management LLC | 145 | $17.8K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 132 | $16.2K | 0.00% | −5−3.6% | Reduced |
| Birchbrook, Inc. | 131 | $16.0K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 124 | $15.2K | 0.04% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 123 | $15.1K | 0.01% | +10+8.8% | Added |
| Smithfield Trust Co | 120 | $15.0K | 0.00% | −167−58.2% | Reduced |
| Quent Capital, LLC | 121 | $14.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 121 | $14.8K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 112 | $14.0K | 0.00% | +14+14.3% | Added |
| MV Capital Management, Inc. | 114 | $14.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 113 | $13.8K | 0.01% | +1+0.9% | Added |
| Larson Financial Group LLC | 112 | $13.8K | 0.00% | +59+111.3% | Added |
| Prestige Wealth Management Group LLC | 111 | $13.6K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 109 | $13.3K | 0.00% | +109 | New |
| Fortitude Family Office, LLC | 103 | $12.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 75 | $11.2K | 0.00% | −27−26.5% | Reduced |
| Hobbs Group Advisors, LLC | 90 | $11.0K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 86 | $10.5K | 0.00% | +86 | New |
| Indiana Trust & Investment Management CO | 85 | $10.4K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 79 | $9.67K | 0.00% | −2,396−96.8% | Reduced |
| Meeder Asset Management Inc | 75 | $9.19K | 0.00% | +75 | New |
| Gilliland Jeter Wealth Management LLC | 71 | $8.72K | 0.00% | −6,166−98.9% | Reduced |