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, Q4 2024
Institutional positions in Raymond James Financial Inc as of Dec 31, 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
- 840
- +89 vs. Q3 2024
- Shares held
- 153.6M
- −1.54M (−1.0%) vs. Q3 2024
- Total value
- $23.9B
- +$4.86B (+25.6%) vs. Q3 2024
- New holders
- 140
- 273 more added
- Sold out
- 51
- 299 more reduced
17 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Raymond James Financial Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 21,896,288 | $3.40B | 0.06% | −35,893−0.2% | Reduced |
| BlackRock, Inc. | 14,342,587 | $2.23B | 0.05% | +714,137+5.2% | Added |
| Primecap Management Co | 11,469,156 | $1.78B | 1.38% | −507,256−4.2% | Reduced |
| Wellington Management Group LLP | 10,328,261 | $1.60B | 0.29% | −1,786,241−14.7% | Reduced |
| State Street Corp | 8,180,868 | $1.27B | 0.05% | +206,128+2.6% | Added |
| FMR LLC | 6,522,025 | $1.01B | 0.06% | +137,277+2.2% | Added |
| JPMorgan Chase & Co | 4,419,272 | $686.4M | 0.05% | −125,338−2.8% | Reduced |
| Geode Capital Management, LLC | 4,392,260 | $680.4M | 0.05% | +40,576+0.9% | Added |
| T. Rowe Price Investment Management, Inc. | 4,107,327 | $638.0M | 0.39% | −23,369−0.6% | Reduced |
| Morgan Stanley | 2,824,555 | $438.7M | 0.03% | +982,758+53.4% | Added |
| Earnest Partners LLC | 2,533,666 | $393.6M | 1.76% | +24,195+1.0% | Added |
| Bank of America Corp | 2,441,301 | $379.2M | 0.04% | −142,872−5.5% | Reduced |
| Invesco Ltd. | 2,435,306 | $378.3M | 0.07% | +192,904+8.6% | Added |
| Agf Management Ltd | 2,379,290 | $369.6M | 1.84% | −231,873−8.9% | Reduced |
| Massachusetts Financial Services Co | 2,156,992 | $335.0M | 0.11% | +5530.0% | Added |
| Northern Trust Corp | 2,107,218 | $327.3M | 0.05% | +327,739+18.4% | Added |
| Dimensional Fund Advisors LP | 2,067,002 | $321.1M | 0.08% | +2,215+0.1% | Added |
| Norges Bank | 1,896,910 | $294.6M | 0.04% | −457,966−19.4% | Reduced |
| UBS Asset Management Americas Inc | 1,519,696 | $236.1M | 0.06% | +226,633+17.5% | Added |
| Legal & General Group Plc | 1,260,648 | $195.8M | 0.05% | +6,546+0.5% | Added |
| Bank of New York Mellon Corp | 1,249,060 | $194.0M | 0.04% | −55,419−4.2% | Reduced |
| Mercer Global Advisors Inc | 1,183,246 | $183.8M | 0.45% | −134,423−10.2% | Reduced |
| Goldman Sachs Group Inc | 1,183,199 | $183.8M | 0.04% | −337,329−22.2% | Reduced |
| Harfst & Associates, Inc. | 1,126,208 | $174.9M | 36.44% | −1,221−0.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,078,166 | $167.5M | 0.03% | +13,817+1.3% | Added |
| Envestnet Asset Management Inc | 1,066,153 | $165.6M | 0.05% | −53,864−4.8% | Reduced |
| Sterling Capital Management LLC | 919,797 | $142.9M | 1.96% | −162,259−15.0% | Reduced |
| Congress Asset Management Co | 917,752 | $142.6M | 0.96% | −57,849−5.9% | Reduced |
| SEI Investments Co | 910,518 | $141.4M | 0.18% | +16,739+1.9% | Added |
| Amundi | 775,648 | $123.6M | 0.04% | −1,536−0.2% | Reduced |
| Nuveen Asset Management, LLC | 791,914 | $123.0M | 0.03% | +76,699+10.7% | Added |
| Raymond James Financial Inc | 680,492 | $105.7M | 0.04% | +680,492 | New |
| Deutsche Bank AG | 635,080 | $98.6M | 0.04% | +39,017+6.5% | Added |
| Principal Financial Group Inc | 623,949 | $96.9M | 0.05% | −2,917−0.5% | Reduced |
| UBS Group AG | 605,542 | $94.1M | 0.02% | −202,109−25.0% | Reduced |
| HSBC Holdings PLC | 582,266 | $90.5M | 0.06% | +17,130+3.0% | Added |
| Franklin Resources Inc | 571,788 | $88.8M | 0.02% | +3,718+0.7% | Added |
| The PNC Financial Services Group, Inc. | 567,460 | $88.1M | 0.06% | +461,069+433.4% | Added |
| Barclays PLC | 558,395 | $86.7M | 0.04% | −288,713−34.1% | Reduced |
| Premier Fund Managers Ltd | 526,000 | $81.7M | 2.91% | 00.0% | Unchanged |
| Select Equity Group, L.P. | 525,404 | $81.6M | 0.33% | +525,404 | New |
| Fisher Asset Management, LLC | 498,925 | $77.5M | 0.03% | +50,449+11.2% | Added |
| BNP Paribas Arbitrage, SA | 494,123 | $76.8M | 0.06% | +109,300+28.4% | Added |
| Price T Rowe Associates Inc | 480,948 | $74.7M | 0.01% | +117,049+32.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 464,652 | $72.2M | 0.05% | −8,488−1.8% | Reduced |
| Truist Financial Corp | 426,118 | $66.2M | 0.10% | −31,167−6.8% | Reduced |
| Ceredex Value Advisors LLC | 425,761 | $66.1M | 1.33% | −296,632−41.1% | Reduced |
| Wells Fargo & Company | 420,080 | $65.3M | 0.02% | −69,352−14.2% | Reduced |
| Silvercrest Asset Management Group LLC | 412,071 | $64.0M | 0.43% | +2,725+0.7% | Added |
| TD Asset Management Inc | 406,946 | $63.2M | 0.06% | −6,204−1.5% | Reduced |
| Palisade Capital Management LLC | 380,409 | $59.1M | 1.58% | −116,151−23.4% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 374,068 | $58.1M | 1.84% | −119,661−24.2% | Reduced |
| Baird Financial Group, Inc. | 370,043 | $57.5M | 0.11% | −142,678−27.8% | Reduced |
| Royal Bank of Canada | 365,961 | $56.8M | 0.01% | +119,637+48.6% | Added |
| KBC Group NV | 354,689 | $55.1M | 0.15% | −58,262−14.1% | Reduced |
| Voloridge Investment Management, LLC | 348,149 | $54.1M | 0.19% | +127,967+58.1% | Added |
| Prudential Financial Inc | 347,404 | $54.0M | 0.07% | +58,721+20.3% | Added |
| Rhumbline Advisers | 332,368 | $51.6M | 0.05% | −9,735−2.8% | Reduced |
| New York State Common Retirement Fund | 329,887 | $51.2M | 0.07% | −31,851−8.8% | Reduced |
| California Public Employees Retirement System | 314,127 | $48.8M | 0.03% | −17,782−5.4% | Reduced |
| AQR Capital Management LLC | 306,129 | $47.6M | 0.06% | +106,841+53.6% | Added |
| Iat Reinsurance Co Ltd. | 298,125 | $46.3M | 9.78% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 291,192 | $45.9M | 0.04% | +24,494+9.2% | Added |
| Los Angeles Capital Management LLC | 290,389 | $45.1M | 0.18% | +246,009+554.3% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 286,444 | $44.5M | 2.55% | +2,276+0.8% | Added |
| California State Teachers Retirement System | 276,397 | $42.9M | 0.05% | +12,616+4.8% | Added |
| National Pension Service | 273,542 | $42.5M | 0.04% | −19,035−6.5% | Reduced |
| Davis Asset Management, L.P. | 270,000 | $41.9M | 1.71% | −30,000−10.0% | Reduced |
| Renaissance Technologies LLC | 262,037 | $40.7M | 0.06% | +69,000+35.7% | Added |
| Ameriprise Financial Inc | 258,251 | $40.1M | 0.01% | −21,796−7.8% | Reduced |
| Schroder Investment Management Group | 256,791 | $39.9M | 0.04% | −20,218−7.3% | Reduced |
| Bank of Montreal | 254,350 | $39.5M | 0.02% | −20,839−7.6% | Reduced |
| Natixis Advisors, L.P. | 252,643 | $39.2M | 0.07% | +13,512+5.7% | Added |
| Alliancebernstein L.P. | 247,600 | $38.5M | 0.01% | +36,681+17.4% | Added |
| Clearbridge Investments, LLC | 238,599 | $37.1M | 0.03% | +1,468+0.6% | Added |
| Macquarie Group Ltd | 232,741 | $35.0M | 0.04% | −6,273−2.6% | Reduced |
| D. E. Shaw & Co., Inc. | 225,271 | $35.0M | 0.04% | −198,585−46.9% | Reduced |
| New York State Teachers Retirement System | 207,583 | $32.2M | 0.07% | −2,561−1.2% | Reduced |
| Teacher Retirement System of Texas | 206,545 | $32.1M | 0.12% | +178,259+630.2% | Added |
| APG Asset Management N.V. | 210,380 | $31.6M | 0.09% | −313,907−59.9% | Reduced |
| Two Sigma Advisers, LP | 201,000 | $31.2M | 0.07% | −77,500−27.8% | Reduced |
| FIL Ltd | 199,300 | $31.0M | 0.03% | +41,016+25.9% | Added |
| Pinnacle Associates Ltd | 185,685 | $28.8M | 0.39% | −40,657−18.0% | Reduced |
| State Board of Administration of Florida Retirement System | 181,742 | $28.2M | 0.05% | −13,764−7.0% | Reduced |
| American Century Companies Inc | 177,933 | $27.6M | 0.02% | +53,219+42.7% | Added |
| Aviva PLC | 175,126 | $27.2M | 0.07% | +53,670+44.2% | Added |
| Nicholas Company, Inc. | 168,485 | $26.2M | 0.42% | −11,102−6.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 156,400 | $24.3M | 0.04% | −18,350−10.5% | Reduced |
| Great West Life Assurance Co | 154,449 | $24.0M | 0.04% | +26,627+20.8% | Added |
| Korea Investment CORP | 149,522 | $23.2M | 0.06% | −12,194−7.5% | Reduced |
| Russell Investments Group, Ltd. | 149,428 | $23.2M | 0.03% | −41,992−21.9% | Reduced |
| Gillespie Robinson & Grimm Inc | 149,376 | $23.2M | 1.82% | −2,403−1.6% | Reduced |
| Citigroup Inc | 144,265 | $22.4M | 0.02% | +15,576+12.1% | Added |
| First Trust Advisors LP | 141,650 | $22.0M | 0.02% | −1,508,006−91.4% | Reduced |
| Philo Smith Capital Corp | 132,750 | $20.6M | 5.84% | −18,750−12.4% | Reduced |
| Pictet Asset Management Holding SA | 131,038 | $20.4M | 0.02% | +17,759+15.7% | Added |
| Robeco Institutional Asset Management B.V. | 129,139 | $20.1M | 0.04% | +119,186+1,197.5% | Added |
| Royal London Asset Management Ltd | 128,073 | $19.9M | 0.05% | −1,253−1.0% | Reduced |
| Weiss Asset Management LP | 127,709 | $19.8M | 0.45% | +127,709 | New |
| Panagora Asset Management Inc | 126,292 | $19.6M | 0.09% | +116,918+1,247.3% | Added |