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 |
|---|---|---|---|---|---|
| CWM, LLC | 27,265 | $4.24M | 0.02% | +15,412+130.0% | Added |
| New York Life Investment Management LLC | 27,331 | $4.25M | 0.04% | −253−0.9% | Reduced |
| Systematic Financial Management LP | 27,561 | $4.28M | 0.11% | −180−0.6% | Reduced |
| Mackenzie Financial Corp | 27,590 | $4.29M | 0.01% | +4,309+18.5% | Added |
| Cullen Investment Group, Ltd. | 28,010 | $4.35M | 0.64% | −832−2.9% | Reduced |
| Leuthold Group, LLC | 28,473 | $4.42M | 0.53% | +25,594+889.0% | Added |
| Carl Stuart Investment Advisor, Inc | 28,475 | $4.42M | 2.36% | −1,675−5.6% | Reduced |
| Access Investment Management LLC | 29,051 | $4.51M | 1.31% | +220+0.8% | Added |
| Pensionmark Financial Group, LLC | 29,190 | $4.53M | 0.12% | +900+3.2% | Added |
| CIBC Asset Management Inc | 29,207 | $4.54M | 0.01% | +841+3.0% | Added |
| JustInvest LLC | 29,283 | $4.55M | 0.07% | +2,203+8.1% | Added |
| CIBC World Markets Corp | 29,471 | $4.58M | 0.03% | −7,091−19.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 29,494 | $4.58M | 0.21% | +674+2.3% | Added |
| Comerica Bank | 29,737 | $4.62M | 0.02% | −3,069−9.4% | Reduced |
| Mutual of America Capital Management LLC | 29,778 | $4.63M | 0.05% | −1,624−5.2% | Reduced |
| Lord, Abbett & Co. LLC | 29,946 | $4.65M | 0.01% | +29,946 | New |
| Prudential PLC | 30,302 | $4.71M | 0.02% | +24,053+384.9% | Added |
| Utah Retirement Systems | 30,446 | $4.73M | 0.05% | −800−2.6% | Reduced |
| Aquatic Capital Management LLC | 30,910 | $4.80M | 0.13% | +30,910 | New |
| Cardinal Capital Management | 31,957 | $4.96M | 0.78% | −149−0.5% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 32,339 | $5.02M | 0.05% | −6,700−17.2% | Reduced |
| Moran Wealth Management, LLC | 32,779 | $5.09M | 0.16% | +32,779 | New |
| Logan Capital Management Inc | 32,920 | $5.11M | 0.21% | −989−2.9% | Reduced |
| Two Sigma Investments, LP | 33,600 | $5.22M | 0.01% | −173,642−83.8% | Reduced |
| DekaBank Deutsche Girozentrale | 33,882 | $5.28M | 0.01% | 00.0% | Unchanged |
| NBW Capital LLC | 34,706 | $5.39M | 1.00% | −900−2.5% | Reduced |
| Quantinno Capital Management LP | 34,759 | $5.40M | 0.05% | +8,331+31.5% | Added |
| Hilltop Holdings Inc. | 34,797 | $5.40M | 0.34% | +243+0.7% | Added |
| Janney Montgomery Scott LLC | 35,095 | $5.45M | 0.02% | +249+0.7% | Added |
| Oppenheimer Asset Management Inc. | 35,127 | $5.46M | 0.07% | −253−0.7% | Reduced |
| Amalgamated Bank | 35,325 | $5.49M | 0.05% | −1,296−3.5% | Reduced |
| DnB Asset Management AS | 35,472 | $5.51M | 0.02% | +587+1.7% | Added |
| Creative Planning | 35,514 | $5.52M | 0.01% | −2,069−5.5% | Reduced |
| Pathstone Holdings, LLC | 35,789 | $5.56M | 0.02% | +112+0.3% | Added |
| Fifth Third Bancorp | 35,792 | $5.56M | 0.02% | −7,284−16.9% | Reduced |
| Buckhead Capital Management LLC | 35,831 | $5.57M | 1.78% | −6,673−15.7% | Reduced |
| Heartland Advisors Inc | 36,991 | $5.75M | 0.31% | +36,991 | New |
| British Columbia Investment Management Corp | 37,464 | $5.82M | 0.03% | +4,609+14.0% | Added |
| Campbell & CO Investment Adviser LLC | 37,771 | $5.87M | 0.45% | +27,401+264.2% | Added |
| IFM Investors Pty Ltd | 37,921 | $5.89M | 0.06% | −2,627−6.5% | Reduced |
| Forsta Ap-Fonden | 38,400 | $5.96M | 0.04% | +2,600+7.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 38,425 | $5.97M | 0.03% | −63−0.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 38,905 | $6.04M | 0.04% | −1,444−3.6% | Reduced |
| Ancora Advisors, LLC | 39,124 | $6.08M | 0.14% | +600+1.6% | Added |
| Retirement Systems of Alabama | 39,615 | $6.15M | 0.02% | −1,151−2.8% | Reduced |
| Czech National Bank | 39,672 | $6.16M | 0.06% | +1,915+5.1% | Added |
| LMG Wealth Partners, LLC | 39,781 | $6.18M | 1.35% | 00.0% | Unchanged |
| Captrust Financial Advisors | 40,007 | $6.21M | 0.02% | +325+0.8% | Added |
| Westfield Capital Management Co LP | 40,095 | $6.23M | 0.03% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 40,278 | $6.26M | 0.07% | −463−1.1% | Reduced |
| Stephens Consulting, LLC | 40,634 | $6.31M | 1.58% | −160.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 40,746 | $6.33M | 0.03% | +1,363+3.5% | Added |
| Thrivent Financial for Lutherans | 41,396 | $6.43M | 0.01% | +6,985+20.3% | Added |
| USS Investment Management Ltd | 42,215 | $6.56M | 0.05% | −7,876−15.7% | Reduced |
| Cahaba Wealth Management, Inc. | 42,254 | $6.56M | 0.54% | −4,000−8.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 42,628 | $6.62M | 0.01% | +4,269+11.1% | Added |
| Allianz Asset Management GmbH | 44,351 | $6.89M | 0.01% | −15,927−26.4% | Reduced |
| New England Professional Planning Group Inc. | 44,606 | $6.93M | 3.45% | +1,648+3.8% | Added |
| Man Group plc | 44,697 | $6.94M | 0.02% | −63,632−58.7% | Reduced |
| Corebridge Financial, Inc. | 45,218 | $7.02M | 0.04% | −830−1.8% | Reduced |
| Umb Bank N A | 45,353 | $7.04M | 0.11% | +44,735+7,238.7% | Added |
| Bokf, NA | 46,188 | $7.12M | 0.12% | −6,369−12.1% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 47,492 | $7.38M | 0.04% | +47,492 | New |
| Public Sector Pension Investment Board | 47,507 | $7.38M | 0.03% | +15,009+46.2% | Added |
| Citizens Financial Group Inc | 48,308 | $7.50M | 0.15% | −1,224−2.5% | Reduced |
| MetLife Investment Management | 48,442 | $7.52M | 0.04% | +184+0.4% | Added |
| State of Michigan Retirement System | 49,644 | $7.71M | 0.04% | −800−1.6% | Reduced |
| Fiera Capital Corp | 49,677 | $7.72M | 0.02% | +7,872+18.8% | Added |
| Standard Life Aberdeen plc | 50,289 | $7.81M | 0.01% | −4,454−8.1% | Reduced |
| Greenfield Seitz Capital Management, LLC | 50,529 | $7.85M | 2.99% | −3,133−5.8% | Reduced |
| ProShare Advisors LLC | 51,207 | $7.95M | 0.02% | +289+0.6% | Added |
| Worldquant Millennium Advisors LLC | 52,993 | $8.23M | 0.05% | −183,700−77.6% | Reduced |
| Voya Investment Management LLC | 53,743 | $8.35M | 0.01% | −4,021−7.0% | Reduced |
| Commonwealth Equity Services, LLC | 53,853 | $8.37M | 0.01% | +1,237+2.4% | Added |
| Arrowstreet Capital, Limited Partnership | 53,908 | $8.37M | 0.01% | +10,172+23.3% | Added |
| Storebrand Asset Management AS | 54,609 | $8.48M | 0.03% | +29,967+121.6% | Added |
| Swiss Life Asset Management Ltd | 56,097 | $8.71M | 0.06% | +51,018+1,004.5% | Added |
| Arizona State Retirement System | 56,826 | $8.83M | 0.05% | +410+0.7% | Added |
| Palmer Knight Co | 57,323 | $8.90M | 3.99% | −7,134−11.1% | Reduced |
| Nomura Asset Management Co Ltd | 58,145 | $9.03M | 0.03% | +187+0.3% | Added |
| Davenport & Co LLC | 58,278 | $9.05M | 0.05% | +4,816+9.0% | Added |
| Private Capital Management, LLC | 58,850 | $9.14M | 0.97% | −1,035−1.7% | Reduced |
| Resona Asset Management Co.,Ltd. | 59,735 | $9.29M | 0.05% | −1,993−3.2% | Reduced |
| Jefferies Financial Group Inc. | 60,298 | $9.37M | 0.10% | +60,298 | New |
| Aware Super Pty Ltd as trustee of Aware Super | 62,392 | $9.69M | 0.15% | +62,392 | New |
| Burney Co | 63,199 | $9.82M | 0.35% | −1,530−2.4% | Reduced |
| Am Investment Strategies LLC | 64,063 | $9.95M | 2.42% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 64,557 | $10.0M | 0.04% | +1,717+2.7% | Added |
| Bryn Mawr Trust Co | 64,870 | $10.1M | 0.18% | −2,569−3.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 65,326 | $10.1M | 0.03% | +2,424+3.9% | Added |
| Peterson Wealth Services | 65,741 | $10.2M | 3.07% | −231−0.4% | Reduced |
| State of Tennessee, Treasury Department | 67,479 | $10.5M | 0.04% | −3,047−4.3% | Reduced |
| Nemes Rush Group LLC | 67,487 | $10.5M | 1.30% | +2,839+4.4% | Added |
| KLP Kapitalforvaltning AS | 67,678 | $10.5M | 0.05% | +67,678 | New |
| Credit Agricole S A | 67,714 | $10.5M | 0.04% | +39,371+138.9% | Added |
| Toronto Dominion Bank | 68,697 | $10.7M | 0.02% | +2,158+3.2% | Added |
| CWA Asset Management Group, LLC | 69,311 | $10.8M | 0.54% | −5,758−7.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 69,579 | $10.8M | 0.03% | +5,259+8.2% | Added |
| Handelsbanken Fonder AB | 69,761 | $10.8M | 0.04% | +10,141+17.0% | Added |
| Qube Research & Technologies Ltd | 71,197 | $11.1M | 0.02% | −25,078−26.0% | Reduced |