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 |
|---|---|---|---|---|---|
| IFM Investors Pty Ltd | 37,921 | $5.89M | 0.06% | −2,627−6.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 37,771 | $5.87M | 0.45% | +27,401+264.2% | Added |
| British Columbia Investment Management Corp | 37,464 | $5.82M | 0.03% | +4,609+14.0% | Added |
| Heartland Advisors Inc | 36,991 | $5.75M | 0.31% | +36,991 | New |
| Buckhead Capital Management LLC | 35,831 | $5.57M | 1.78% | −6,673−15.7% | Reduced |
| Fifth Third Bancorp | 35,792 | $5.56M | 0.02% | −7,284−16.9% | Reduced |
| Pathstone Holdings, LLC | 35,789 | $5.56M | 0.02% | +112+0.3% | Added |
| Creative Planning | 35,514 | $5.52M | 0.01% | −2,069−5.5% | Reduced |
| DnB Asset Management AS | 35,472 | $5.51M | 0.02% | +587+1.7% | Added |
| Amalgamated Bank | 35,325 | $5.49M | 0.05% | −1,296−3.5% | Reduced |
| Oppenheimer Asset Management Inc. | 35,127 | $5.46M | 0.07% | −253−0.7% | Reduced |
| Janney Montgomery Scott LLC | 35,095 | $5.45M | 0.02% | +249+0.7% | Added |
| Hilltop Holdings Inc. | 34,797 | $5.40M | 0.34% | +243+0.7% | Added |
| Quantinno Capital Management LP | 34,759 | $5.40M | 0.05% | +8,331+31.5% | Added |
| NBW Capital LLC | 34,706 | $5.39M | 1.00% | −900−2.5% | Reduced |
| DekaBank Deutsche Girozentrale | 33,882 | $5.28M | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 33,600 | $5.22M | 0.01% | −173,642−83.8% | Reduced |
| Logan Capital Management Inc | 32,920 | $5.11M | 0.21% | −989−2.9% | Reduced |
| Moran Wealth Management, LLC | 32,779 | $5.09M | 0.16% | +32,779 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 32,339 | $5.02M | 0.05% | −6,700−17.2% | Reduced |
| Cardinal Capital Management | 31,957 | $4.96M | 0.78% | −149−0.5% | Reduced |
| Aquatic Capital Management LLC | 30,910 | $4.80M | 0.13% | +30,910 | New |
| Utah Retirement Systems | 30,446 | $4.73M | 0.05% | −800−2.6% | Reduced |
| Prudential PLC | 30,302 | $4.71M | 0.02% | +24,053+384.9% | Added |
| Lord, Abbett & Co. LLC | 29,946 | $4.65M | 0.01% | +29,946 | New |
| Mutual of America Capital Management LLC | 29,778 | $4.63M | 0.05% | −1,624−5.2% | Reduced |
| Comerica Bank | 29,737 | $4.62M | 0.02% | −3,069−9.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 29,494 | $4.58M | 0.21% | +674+2.3% | Added |
| CIBC World Markets Corp | 29,471 | $4.58M | 0.03% | −7,091−19.4% | Reduced |
| JustInvest LLC | 29,283 | $4.55M | 0.07% | +2,203+8.1% | Added |
| CIBC Asset Management Inc | 29,207 | $4.54M | 0.01% | +841+3.0% | Added |
| Pensionmark Financial Group, LLC | 29,190 | $4.53M | 0.12% | +900+3.2% | Added |
| Access Investment Management LLC | 29,051 | $4.51M | 1.31% | +220+0.8% | Added |
| Carl Stuart Investment Advisor, Inc | 28,475 | $4.42M | 2.36% | −1,675−5.6% | Reduced |
| Leuthold Group, LLC | 28,473 | $4.42M | 0.53% | +25,594+889.0% | Added |
| Cullen Investment Group, Ltd. | 28,010 | $4.35M | 0.64% | −832−2.9% | Reduced |
| Mackenzie Financial Corp | 27,590 | $4.29M | 0.01% | +4,309+18.5% | Added |
| Systematic Financial Management LP | 27,561 | $4.28M | 0.11% | −180−0.6% | Reduced |
| New York Life Investment Management LLC | 27,331 | $4.25M | 0.04% | −253−0.9% | Reduced |
| CWM, LLC | 27,265 | $4.24M | 0.02% | +15,412+130.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 26,941 | $4.18M | 0.04% | +26,941 | New |
| Siemens Fonds Invest GmbH | 26,875 | $4.17M | 0.44% | −6,920−20.5% | Reduced |
| Dean Investment Associates, LLC | 26,643 | $4.14M | 0.59% | +1,155+4.5% | Added |
| Atria Investments LLC | 26,635 | $4.14M | 0.05% | −4,847−15.4% | Reduced |
| Dana Investment Advisors, Inc. | 26,614 | $4.13M | 0.14% | −3,471−11.5% | Reduced |
| Xponance, Inc. | 25,950 | $4.03M | 0.04% | −784−2.9% | Reduced |
| First Hawaiian Bank | 25,860 | $4.02M | 0.13% | −124−0.5% | Reduced |
| Colony Group, LLC | 25,221 | $3.92M | 0.01% | +23,070+1,072.5% | Added |
| Daiwa Securities Group Inc. | 25,028 | $3.89M | 0.02% | +1,478+6.3% | Added |
| Callodine Capital Management, LP | 25,000 | $3.88M | 0.80% | −25,000−50.0% | Reduced |
| Bank of Nova Scotia | 24,862 | $3.86M | 0.01% | +588+2.4% | Added |
| Barnes Pettey Financial Advisors, LLC | 24,464 | $3.80M | 2.90% | −3,726−13.2% | Reduced |
| Mariner, LLC | 24,391 | $3.79M | 0.01% | +1,697+7.5% | Added |
| Cetera Investment Advisers | 23,942 | $3.72M | 0.01% | +206+0.9% | Added |
| Nissay Asset Management Corp | 23,664 | $3.71M | 0.02% | +141+0.6% | Added |
| Janus Henderson Group PLC | 23,532 | $3.66M | 0.00% | +2,619+12.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 23,368 | $3.63M | 0.01% | −69−0.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 23,250 | $3.61M | 0.08% | +18,596+399.6% | Added |
| TownSquare Capital, LLC | 23,173 | $3.60M | 0.04% | −281−1.2% | Reduced |
| Regions Financial Corp | 22,986 | $3.57M | 0.03% | −1,135−4.7% | Reduced |
| MML Investors Services, LLC | 22,884 | $3.56M | 0.01% | +417+1.9% | Added |
| Wellspring Financial Advisors, LLC | 22,728 | $3.53M | 0.37% | −800−3.4% | Reduced |
| Sanctuary Advisors, LLC | 20,356 | $3.47M | 0.02% | −5,193−20.3% | Reduced |
| Neuberger Berman Group LLC | 22,272 | $3.46M | 0.00% | −805−3.5% | Reduced |
| Yousif Capital Management, LLC | 22,212 | $3.45M | 0.04% | −1,399−5.9% | Reduced |
| GWM Advisors LLC | 22,197 | $3.45M | 0.02% | +477+2.2% | Added |
| Center for Financial Planning, Inc. | 22,106 | $3.43M | 0.46% | −1,240−5.3% | Reduced |
| Assenagon Asset Management S.A. | 21,944 | $3.41M | 0.01% | −5,632−20.4% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 21,546 | $3.35M | 0.63% | 00.0% | Unchanged |
| Sovereign's Capital Management, LLC | 21,426 | $3.33M | 2.12% | +21,426 | New |
| Brinker Capital Investments, LLC | 21,386 | $3.32M | 0.03% | −874−3.9% | Reduced |
| Orion Portfolio Solutions, LLC | 21,386 | $3.32M | 0.03% | −874−3.9% | Reduced |
| Kaydan Wealth Management, Inc. | 21,375 | $3.32M | 1.10% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 21,282 | $3.31M | 0.01% | +658+3.2% | Added |
| Van Eck Associates Corp | 21,256 | $3.30M | 0.00% | +235+1.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,244 | $3.30M | 0.03% | +447+2.1% | Added |
| Elo Mutual Pension Insurance Co | 20,881 | $3.24M | 0.07% | +3,376+19.3% | Added |
| State of Alaska, Department of Revenue | 20,876 | $3.24M | 0.04% | −7,699−26.9% | Reduced |
| Candriam Luxembourg S.C.A. | 20,810 | $3.23M | 0.02% | +4,767+29.7% | Added |
| Graphene Investments SAS | 20,500 | $3.18M | 2.20% | −5,400−20.8% | Reduced |
| Intech Investment Management LLC | 20,459 | $3.18M | 0.03% | +5,503+36.8% | Added |
| Generali Asset Management SPA SGR | 20,262 | $3.15M | 0.08% | +20,262 | New |
| Public Employees Retirement Association of Colorado | 20,190 | $3.14M | 0.01% | −537−2.6% | Reduced |
| Bessemer Group Inc | 20,168 | $3.13M | 0.01% | +151+0.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 19,852 | $3.11M | 0.01% | +3,698+22.9% | Added |
| Millstone Evans Group, LLC | 19,861 | $3.09M | 2.10% | +19,861 | New |
| Gotham Asset Management, LLC | 19,100 | $2.97M | 0.03% | +1,425+8.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 18,953 | $2.94M | 0.01% | +894+5.0% | Added |
| Mount Yale Investment Advisors, LLC | 18,687 | $2.90M | 0.23% | −9,415−33.5% | Reduced |
| Crossmark Global Holdings, Inc. | 18,524 | $2.88M | 0.05% | +3,028+19.5% | Added |
| UniSuper Management Pty Ltd | 18,460 | $2.87M | 0.02% | +965+5.5% | Added |
| Cerity Partners LLC | 19,299 | $2.82M | 0.01% | +1,765+10.1% | Added |
| HighTower Advisors, LLC | 17,843 | $2.77M | 0.00% | +546+3.2% | Added |
| Ethic Inc. | 17,581 | $2.73M | 0.06% | −174−1.0% | Reduced |
| Omers Administration Corp | 17,492 | $2.72M | 0.02% | −8,133−31.7% | Reduced |
| Mizuho Securities USA LLC | 17,341 | $2.69M | 0.05% | +5,322+44.3% | Added |
| Teza Capital Management LLC | 17,206 | $2.67M | 0.40% | +9,197+114.8% | Added |
| We Are One Seven, LLC | 17,168 | $2.67M | 0.10% | −1,373−7.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 17,130 | $2.66M | 0.02% | +994+6.2% | Added |
| CIBC Private Wealth Group, LLC | 16,455 | $2.62M | 0.00% | +1,000+6.5% | Added |