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 |
|---|---|---|---|---|---|
| Premier Fund Managers Ltd | 526,000 | $81.7M | 2.91% | 00.0% | Unchanged |
| Barclays PLC | 558,395 | $86.7M | 0.04% | −288,713−34.1% | Reduced |
| The PNC Financial Services Group, Inc. | 567,460 | $88.1M | 0.06% | +461,069+433.4% | Added |
| Franklin Resources Inc | 571,788 | $88.8M | 0.02% | +3,718+0.7% | Added |
| HSBC Holdings PLC | 582,266 | $90.5M | 0.06% | +17,130+3.0% | Added |
| UBS Group AG | 605,542 | $94.1M | 0.02% | −202,109−25.0% | Reduced |
| Principal Financial Group Inc | 623,949 | $96.9M | 0.05% | −2,917−0.5% | Reduced |
| Deutsche Bank AG | 635,080 | $98.6M | 0.04% | +39,017+6.5% | Added |
| Raymond James Financial Inc | 680,492 | $105.7M | 0.04% | +680,492 | New |
| Nuveen Asset Management, LLC | 791,914 | $123.0M | 0.03% | +76,699+10.7% | Added |
| Amundi | 775,648 | $123.6M | 0.04% | −1,536−0.2% | Reduced |
| SEI Investments Co | 910,518 | $141.4M | 0.18% | +16,739+1.9% | Added |
| Congress Asset Management Co | 917,752 | $142.6M | 0.96% | −57,849−5.9% | Reduced |
| Sterling Capital Management LLC | 919,797 | $142.9M | 1.96% | −162,259−15.0% | Reduced |
| Envestnet Asset Management Inc | 1,066,153 | $165.6M | 0.05% | −53,864−4.8% | Reduced |
| Charles Schwab Investment Management Inc | 1,078,166 | $167.5M | 0.03% | +13,817+1.3% | Added |
| Harfst & Associates, Inc. | 1,126,208 | $174.9M | 36.44% | −1,221−0.1% | Reduced |
| Goldman Sachs Group Inc | 1,183,199 | $183.8M | 0.04% | −337,329−22.2% | Reduced |
| Mercer Global Advisors Inc | 1,183,246 | $183.8M | 0.45% | −134,423−10.2% | Reduced |
| Bank of New York Mellon Corp | 1,249,060 | $194.0M | 0.04% | −55,419−4.2% | Reduced |
| Legal & General Group Plc | 1,260,648 | $195.8M | 0.05% | +6,546+0.5% | Added |
| UBS Asset Management Americas Inc | 1,519,696 | $236.1M | 0.06% | +226,633+17.5% | Added |
| Norges Bank | 1,896,910 | $294.6M | 0.04% | −457,966−19.4% | Reduced |
| Dimensional Fund Advisors LP | 2,067,002 | $321.1M | 0.08% | +2,215+0.1% | Added |
| Northern Trust Corp | 2,107,218 | $327.3M | 0.05% | +327,739+18.4% | Added |
| Massachusetts Financial Services Co | 2,156,992 | $335.0M | 0.11% | +5530.0% | Added |
| Agf Management Ltd | 2,379,290 | $369.6M | 1.84% | −231,873−8.9% | Reduced |
| Invesco Ltd. | 2,435,306 | $378.3M | 0.07% | +192,904+8.6% | Added |
| Bank of America Corp | 2,441,301 | $379.2M | 0.04% | −142,872−5.5% | Reduced |
| Earnest Partners LLC | 2,533,666 | $393.6M | 1.76% | +24,195+1.0% | Added |
| Morgan Stanley | 2,824,555 | $438.7M | 0.03% | +982,758+53.4% | Added |
| T. Rowe Price Investment Management, Inc. | 4,107,327 | $638.0M | 0.39% | −23,369−0.6% | Reduced |
| Geode Capital Management, LLC | 4,392,260 | $680.4M | 0.05% | +40,576+0.9% | Added |
| JPMorgan Chase & Co | 4,419,272 | $686.4M | 0.05% | −125,338−2.8% | Reduced |
| FMR LLC | 6,522,025 | $1.01B | 0.06% | +137,277+2.2% | Added |
| State Street Corp | 8,180,868 | $1.27B | 0.05% | +206,128+2.6% | Added |
| Wellington Management Group LLP | 10,328,261 | $1.60B | 0.29% | −1,786,241−14.7% | Reduced |
| Primecap Management Co | 11,469,156 | $1.78B | 1.38% | −507,256−4.2% | Reduced |
| BlackRock, Inc. | 14,342,587 | $2.23B | 0.05% | +714,137+5.2% | Added |
| Vanguard Group Inc | 21,896,288 | $3.40B | 0.06% | −35,893−0.2% | Reduced |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −90,835−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −66,394−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −24,130−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −19,959−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −18,857−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −16,089−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −15,997−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −12,311−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −7,797−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −7,700−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −6,526−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −6,460−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −6,033−100.0% | Sold out |
| Kentucky Retirement Systems Insurance Trust Fund | 0 | $0 | 0.00% | −5,488−100.0% | Sold out |
| Applied Finance Capital Management, LLC | 0 | $0 | 0.00% | −4,764−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −4,320−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,260−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −3,488−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3,473−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −3,129−100.0% | Sold out |
| PFG Advisors | 0 | $0 | 0.00% | −2,703−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −2,681−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −2,520−100.0% | Sold out |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −2,493−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −2,377−100.0% | Sold out |
| Gitterman Wealth Management, LLC | 0 | $0 | 0.00% | −2,361−100.0% | Sold out |
| Arthur M. Cohen & Associates, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Summit Financial, LLC | 0 | $0 | 0.00% | −1,791−100.0% | Sold out |
| J. W. Coons Advisors, LLC | 0 | $0 | 0.00% | −1,715−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −10,654−100.0% | Sold out |
| Alta Advisers Ltd | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −385−100.0% | Sold out |
| TD Capital Management LLC | 0 | $0 | 0.00% | −381−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −278−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Hobbs Group Advisors, LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Rosenberg Matthew Hamilton | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Dogwood Wealth Management LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Banque Cantonale Vaudoise | – | – | – | – | Not filed |
| GYL Financial Synergies, LLC | – | – | – | – | Not filed |
| First Trust Investment Solutions L.P. | – | – | – | – | Not filed |
| HST Ventures, LLC | – | – | – | – | Not filed |
| 9258 Wealth Management, LLC | – | – | – | – | Not filed |
| Sweet Financial Partners, LLC | – | – | – | – | Not filed |