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, Q1 2026
Institutional positions in Raymond James Financial Inc as of Mar 31, 2026. 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
- 925
- +5 vs. Q4 2025
- Shares held
- 151.8M
- +22.8M (+17.7%) vs. Q4 2025
- Total value
- $22.0B
- +$1.24B (+6.0%) vs. Q4 2025
- New holders
- 102
- 301 more added
- Sold out
- 97
- 370 more reduced
16 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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, Q1 2026
Shares, value and share of portfolio for each institution holding Raymond James Financial Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 14,119,123 | $2.04B | 0.04% | −44,033−0.3% | Reduced |
| Vanguard Capital Management LLC | 11,358,693 | $1.64B | 0.04% | +11,358,693 | New |
| Wellington Management Group LLP | 9,700,176 | $1.40B | 0.26% | +1,006,435+11.6% | Added |
| Primecap Management Co | 9,347,172 | $1.35B | 1.07% | +5,100+0.1% | Added |
| Vanguard Portfolio Management LLC | 9,062,289 | $1.31B | 0.07% | +9,062,289 | New |
| State Street Corp | 7,854,530 | $1.14B | 0.04% | −55,272−0.7% | Reduced |
| FMR LLC | 5,846,443 | $846.5M | 0.04% | +140,060+2.5% | Added |
| Geode Capital Management, LLC | 4,637,162 | $668.7M | 0.04% | +85,793+1.9% | Added |
| JPMorgan Chase & Co | 4,468,661 | $629.6M | 0.04% | −845,980−15.9% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,427,599 | $496.3M | 0.34% | −30,117−0.9% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 3,425,321 | $496.0M | 0.66% | +3,425,321 | New |
| Victory Capital Management Inc | 2,489,689 | $360.5M | 0.23% | −296,168−10.6% | Reduced |
| First Trust Advisors LP | 2,459,488 | $356.1M | 0.25% | −612,508−19.9% | Reduced |
| Bank of America Corp | 2,449,760 | $354.7M | 0.03% | +220,227+9.9% | Added |
| Dimensional Fund Advisors LP | 2,399,638 | $347.4M | 0.07% | +41,413+1.8% | Added |
| Earnest Partners LLC | 2,222,599 | $321.8M | 1.33% | −94,788−4.1% | Reduced |
| Invesco Ltd. | 2,149,881 | $311.3M | 0.03% | −188,640−8.1% | Reduced |
| Morgan Stanley | 2,149,848 | $311.3M | 0.02% | −471,373−18.0% | Reduced |
| Northern Trust Corp | 1,928,526 | $279.2M | 0.04% | −19,329−1.0% | Reduced |
| Massachusetts Financial Services Co | 1,878,543 | $273.4M | 0.09% | −53,377−2.8% | Reduced |
| Goldman Sachs Group Inc | 1,526,098 | $221.0M | 0.03% | −322,628−17.5% | Reduced |
| Franklin Resources Inc | 1,491,139 | $215.9M | 0.05% | +813,558+120.1% | Added |
| UBS Asset Management Americas Inc | 1,419,741 | $205.6M | 0.04% | +13,096+0.9% | Added |
| Bank of New York Mellon Corp | 1,240,769 | $179.7M | 0.03% | +39,030+3.2% | Added |
| Barclays PLC | 1,218,874 | $176.5M | 0.06% | +494,623+68.3% | Added |
| Legal & General Group Plc | 1,195,919 | $173.2M | 0.04% | +4,504+0.4% | Added |
| Charles Schwab Investment Management Inc | 1,129,959 | $163.6M | 0.02% | +32,847+3.0% | Added |
| HSBC Holdings PLC | 1,088,793 | $157.6M | 0.09% | −45,787−4.0% | Reduced |
| Harfst & Associates, Inc. | 1,061,208 | $153.7M | 27.43% | −5,912−0.6% | Reduced |
| Citigroup Inc | 974,924 | $141.2M | 0.09% | +538,123+123.2% | Added |
| Vanguard Fiduciary Trust Co | 967,747 | $140.1M | 0.04% | +967,747 | New |
| SEI Investments Co | 920,677 | $133.3M | 0.12% | −66,902−6.8% | Reduced |
| UBS Group AG | 874,547 | $126.6M | 0.02% | +32,688+3.9% | Added |
| AQR Capital Management LLC | 793,863 | $114.0M | 0.05% | −302,868−27.6% | Reduced |
| Mercer Global Advisors Inc | 731,819 | $106.0M | 0.16% | −60,334−7.6% | Reduced |
| Nuveen, LLC | 724,435 | $104.9M | 0.03% | −1520.0% | Reduced |
| Raymond James Financial Inc | 702,088 | $101.7M | 0.03% | −34,396−4.7% | Reduced |
| Deutsche Bank AG | 583,832 | $84.5M | 0.03% | +13,370+2.3% | Added |
| Principal Financial Group Inc | 548,144 | $79.4M | 0.04% | −24,655−4.3% | Reduced |
| BNP Paribas Arbitrage, SA | 532,319 | $77.1M | 0.05% | +94,644+21.6% | Added |
| Envestnet Asset Management Inc | 509,075 | $73.7M | 0.02% | −2,461−0.5% | Reduced |
| The PNC Financial Services Group, Inc. | 494,268 | $71.6M | 0.04% | −77,641−13.6% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 478,389 | $69.3M | 1.70% | +73,866+18.3% | Added |
| Congress Asset Management Co | 471,389 | $68.3M | 0.49% | −42,925−8.3% | Reduced |
| Wells Fargo & Company | 438,477 | $63.5M | 0.01% | +79,769+22.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 430,588 | $62.3M | 0.04% | −18,511−4.1% | Reduced |
| Alliancebernstein L.P. | 386,107 | $62.0M | 0.02% | −105,817−21.5% | Reduced |
| American Century Companies Inc | 414,205 | $60.0M | 0.03% | +171,093+70.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 410,604 | $59.5M | 0.04% | +23,135+6.0% | Added |
| Amundi | 401,301 | $58.1M | 0.02% | +50,092+14.3% | Added |
| PFA Pension, Forsikringsaktieselskab | 397,661 | $57.6M | 0.17% | −10.0% | Reduced |
| Fisher Asset Management, LLC | 397,142 | $57.5M | 0.02% | +4,479+1.1% | Added |
| Vanguard Global Advisers, LLC | 370,740 | $53.7M | 0.03% | +370,740 | New |
| Prana Capital Management, LP | 359,339 | $52.0M | 1.60% | +126,580+54.4% | Added |
| California Public Employees Retirement System | 347,745 | $50.3M | 0.03% | +9,242+2.7% | Added |
| Rhumbline Advisers | 340,229 | $49.3M | 0.04% | −6,594−1.9% | Reduced |
| Los Angeles Capital Management LLC | 338,002 | $48.9M | 0.19% | +240,883+248.0% | Added |
| Silvercrest Asset Management Group LLC | 334,889 | $48.5M | 0.35% | −57,079−14.6% | Reduced |
| Canada Pension Plan Investment Board | 334,564 | $48.4M | 0.03% | −44,218−11.7% | Reduced |
| Palisade Capital Management LLC | 326,398 | $47.3M | 1.57% | −23,509−6.7% | Reduced |
| National Pension Service | 322,301 | $46.7M | 0.04% | +28,223+9.6% | Added |
| New York State Common Retirement Fund | 321,361 | $46.5M | 0.07% | −2,765−0.9% | Reduced |
| Natixis Advisors, L.P. | 320,316 | $46.4M | 0.06% | −9,134−2.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 299,966 | $43.5M | 0.05% | −11,519−3.7% | Reduced |
| Vanguard Asset Management, Ltd | 299,720 | $43.4M | 0.04% | +299,720 | New |
| Prudential Financial Inc | 296,789 | $43.0M | 0.05% | −522,289−63.8% | Reduced |
| TD Asset Management Inc | 291,136 | $42.2M | 0.03% | −15,712−5.1% | Reduced |
| Price T Rowe Associates Inc | 285,029 | $41.3M | 0.00% | −82,959−22.5% | Reduced |
| Clearbridge Investments, LLC | 278,793 | $40.4M | 0.04% | −410−0.1% | Reduced |
| Davis Asset Management, L.P. | 270,000 | $39.1M | 1.13% | 00.0% | Unchanged |
| California State Teachers Retirement System | 269,147 | $39.0M | 0.04% | −7,315−2.6% | Reduced |
| Ameriprise Financial Inc | 259,457 | $37.7M | 0.01% | −61,049−19.0% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 258,209 | $37.4M | 1.79% | −204−0.1% | Reduced |
| Jones Financial Companies LLLP | 258,909 | $36.6M | 0.02% | +254,298+5,515.0% | Added |
| Bank of Montreal | 244,023 | $35.3M | 0.01% | −33,840−12.2% | Reduced |
| Sterling Capital Management LLC | 234,365 | $33.9M | 0.64% | −31,552−11.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 210,922 | $30.5M | 0.05% | −172,947−45.1% | Reduced |
| Basswood Capital Management, L.L.C. | 203,905 | $29.5M | 1.50% | +48,475+31.2% | Added |
| SG Americas Securities, LLC | 198,547 | $28.7M | 0.03% | +77,536+64.1% | Added |
| Schroder Investment Management Group | 203,718 | $28.7M | 0.02% | +3,215+1.6% | Added |
| Artisan Partners Limited Partnership | 195,666 | $28.3M | 0.05% | +195,666 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 190,863 | $27.6M | 0.06% | −6,530−3.3% | Reduced |
| Royal Bank of Canada | 182,279 | $26.4M | 0.01% | −70,816−28.0% | Reduced |
| New York State Teachers Retirement System | 177,016 | $25.6M | 0.05% | −140−0.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 176,312 | $25.5M | 0.09% | +4,153+2.4% | Added |
| Arbejdsmarkedets Tillaegspension | 174,290 | $25.2M | 0.63% | +33,267+23.6% | Added |
| Premier Fund Managers Ltd | 175,502 | $24.7M | 1.75% | −27,382−13.5% | Reduced |
| Nomura Asset Management International Inc. | 170,462 | $24.7M | 0.04% | −8,421−4.7% | Reduced |
| CBOE Vest Financial, LLC | 168,358 | $24.4M | 0.29% | −69,916−29.3% | Reduced |
| Aviva PLC | 167,511 | $24.3M | 0.04% | +3,156+1.9% | Added |
| North Reef Capital Management LP | 159,162 | $23.0M | 0.79% | +159,162 | New |
| State Board of Administration of Florida Retirement System | 158,696 | $23.0M | 0.04% | 00.0% | Unchanged |
| Danske Bank A/S | 158,510 | $23.0M | 0.06% | −15,964−9.1% | Reduced |
| Nicholas Company, Inc. | 154,840 | $22.4M | 0.44% | +750.0% | Added |
| Baird Financial Group, Inc. | 154,569 | $22.4M | 0.03% | −30,235−16.4% | Reduced |
| Illinois Municipal Retirement Fund | 154,144 | $22.3M | 0.28% | −16,698−9.8% | Reduced |
| Korea Investment CORP | 151,030 | $21.9M | 0.05% | −54,019−26.3% | Reduced |
| Quantinno Capital Management LP | 148,644 | $21.5M | 0.04% | −10,083−6.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 143,644 | $20.8M | 0.03% | −42,037−22.6% | Reduced |
| Truist Financial Corp | 143,227 | $20.7M | 0.03% | −11,394−7.4% | Reduced |