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 |
|---|---|---|---|---|---|
| BOK Financial Private Wealth, Inc. | 70 | $8.57K | 0.00% | −406−85.3% | Reduced |
| Glen Eagle Advisors, LLC | 66 | $8.08K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 65 | $7.96K | 0.00% | +65 | New |
| First Financial Corp | 63 | $7.71K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 62 | $7.59K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 61 | $7.47K | 0.00% | −26−29.9% | Reduced |
| Anchor Investment Management, LLC | 61 | $7.47K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 60 | $7.35K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 58 | $7.10K | 0.00% | −5−7.9% | Reduced |
| Pacific Center for Financial Services | 58 | $7.10K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 57 | $6.98K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 57 | $6.98K | 0.00% | +57 | New |
| Cullen/Frost Bankers, Inc. | 56 | $6.86K | 0.00% | −22−28.2% | Reduced |
| Creekmur Asset Management LLC | 56 | $6.86K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 52 | $6.32K | 0.00% | +3+6.1% | Added |
| AdvisorNet Financial, Inc | 51 | $6.25K | 0.00% | −26−33.8% | Reduced |
| Creative Financial Designs Inc | 50 | $6.12K | 0.00% | −16−24.2% | Reduced |
| FSA Wealth Management LLC | 45 | $5.51K | 0.00% | +45 | New |
| Sachetta, LLC | 44 | $5.39K | 0.00% | +4+10.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 40 | $4.90K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 37 | $4.53K | 0.00% | +37 | New |
| Washington Trust Advisors, Inc. | 37 | $4.50K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 34 | $4.18K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 34 | $4.16K | 0.00% | +34 | New |
| McIlrath & Eck, LLC | 33 | $4.07K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 32 | $4.00K | 0.00% | −7−17.9% | Reduced |
| Capital Analysts, LLC | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 31 | $3.80K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 31 | $3.80K | 0.00% | +4+14.8% | Added |
| Ruedi Wealth Management, Inc. | 30 | $3.67K | 0.00% | −31−50.8% | Reduced |
| Asset Dedication, LLC | 30 | $3.67K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 30 | $3.67K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 29 | $3.55K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 28 | $3.43K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 26 | $3.18K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 31 | $3.00K | 0.00% | +4+14.8% | Added |
| Brown Brothers Harriman & Co | 23 | $2.82K | 0.00% | +23 | New |
| New Millennium Group LLC | 19 | $2.34K | 0.00% | −13−40.6% | Reduced |
| Albion Financial Group | 19 | $2.33K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 19 | $2.32K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 18 | $2.21K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 18 | $2.20K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 17 | $2.13K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 16 | $1.96K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 15 | $1.84K | 0.00% | +15 | New |
| Continuum Advisory, LLC | 9 | $1.44K | 0.00% | −10−52.6% | Reduced |
| Crewe Advisors LLC | 11 | $1.35K | 0.00% | −22−66.7% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 11 | $1.35K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 10 | $1.23K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 9 | $1.10K | 0.00% | −1−10.0% | Reduced |
| Geneos Wealth Management Inc. | 9 | $1.10K | 0.00% | −12−57.1% | Reduced |
| NVWM, LLC | 9 | $1.10K | 0.00% | +5+125.0% | Added |
| Valued Wealth Advisors LLC | 8 | $980 | 0.00% | −22−73.3% | Reduced |
| Claris Advisors, LLC | 7 | $857 | 0.00% | +7 | New |
| West Paces Advisors Inc. | 6 | $735 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 6 | $735 | 0.00% | +6 | New |
| MCF Advisors LLC | 3 | $368 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $367 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3 | $367 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2 | $245 | 0.00% | +2 | New |
| West Branch Capital LLC | 1 | $123 | 0.00% | +1 | New |
| Mendota Financial Group, LLC | 1 | $123 | 0.00% | +1 | New |
| Sandy Spring Bank | 0 | $41 | 0.00% | 0 | Unchanged |
| Y.D. More Investments Ltd | 105 | $35 | 0.00% | +5+5.0% | Added |
| DHJJ Financial Advisors, Ltd. | 0 | $14 | 0.00% | 0 | Unchanged |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Lazard Asset Management LLC | 1 | $0 | 0.00% | −9−90.0% | Reduced |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −163,141−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −94,130−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −41,300−100.0% | Sold out |
| PB Investment Partners, L.P. | 0 | $0 | 0.00% | −405,788−100.0% | Sold out |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −14,632−100.0% | Sold out |
| Phoenix Wealth Advisors | 0 | $0 | 0.00% | −13,132−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −10,919−100.0% | Sold out |
| Saturna Capital CORP | 0 | $0 | 0.00% | −7,352−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −6,956−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −6,612−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −5,917−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −5,737−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −5,664−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −4,837−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −4,778−100.0% | Sold out |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −3,777−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −2,929−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −2,697−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −2,668−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,380−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −2,317−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −2,279−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −2,237−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −2,096−100.0% | Sold out |
| Warren Averett Asset Management, LLC | 0 | $0 | 0.00% | −2,076−100.0% | Sold out |
| Vantage Consulting Group Inc | 0 | $0 | 0.00% | −2,014−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −1,977−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −1,949−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,883−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −1,875−100.0% | Sold out |
| RBA Wealth Management, LLC | 0 | $0 | 0.00% | −1,788−100.0% | Sold out |
| Sax Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,732−100.0% | Sold out |