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 |
|---|---|---|---|---|---|
| Barclays PLC | 1,218,874 | $176.5M | 0.06% | +494,623+68.3% | Added |
| Bank of New York Mellon Corp | 1,240,769 | $179.7M | 0.03% | +39,030+3.2% | Added |
| UBS Asset Management Americas Inc | 1,419,741 | $205.6M | 0.04% | +13,096+0.9% | Added |
| Franklin Resources Inc | 1,491,139 | $215.9M | 0.05% | +813,558+120.1% | Added |
| Goldman Sachs Group Inc | 1,526,098 | $221.0M | 0.03% | −322,628−17.5% | Reduced |
| Massachusetts Financial Services Co | 1,878,543 | $273.4M | 0.09% | −53,377−2.8% | Reduced |
| Northern Trust Corp | 1,928,526 | $279.2M | 0.04% | −19,329−1.0% | Reduced |
| Morgan Stanley | 2,149,848 | $311.3M | 0.02% | −471,373−18.0% | Reduced |
| Invesco Ltd. | 2,149,881 | $311.3M | 0.03% | −188,640−8.1% | Reduced |
| Earnest Partners LLC | 2,222,599 | $321.8M | 1.33% | −94,788−4.1% | Reduced |
| Dimensional Fund Advisors LP | 2,399,638 | $347.4M | 0.07% | +41,413+1.8% | Added |
| Bank of America Corp | 2,449,760 | $354.7M | 0.03% | +220,227+9.9% | Added |
| First Trust Advisors LP | 2,459,488 | $356.1M | 0.25% | −612,508−19.9% | Reduced |
| Victory Capital Management Inc | 2,489,689 | $360.5M | 0.23% | −296,168−10.6% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 3,425,321 | $496.0M | 0.66% | +3,425,321 | New |
| T. Rowe Price Investment Management, Inc. | 3,427,599 | $496.3M | 0.34% | −30,117−0.9% | Reduced |
| JPMorgan Chase & Co | 4,468,661 | $629.6M | 0.04% | −845,980−15.9% | Reduced |
| Geode Capital Management, LLC | 4,637,162 | $668.7M | 0.04% | +85,793+1.9% | Added |
| FMR LLC | 5,846,443 | $846.5M | 0.04% | +140,060+2.5% | Added |
| State Street Corp | 7,854,530 | $1.14B | 0.04% | −55,272−0.7% | Reduced |
| Vanguard Portfolio Management LLC | 9,062,289 | $1.31B | 0.07% | +9,062,289 | New |
| Primecap Management Co | 9,347,172 | $1.35B | 1.07% | +5,100+0.1% | Added |
| Wellington Management Group LLP | 9,700,176 | $1.40B | 0.26% | +1,006,435+11.6% | Added |
| Vanguard Capital Management LLC | 11,358,693 | $1.64B | 0.04% | +11,358,693 | New |
| BlackRock, Inc. | 14,119,123 | $2.04B | 0.04% | −44,033−0.3% | Reduced |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −547,613−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −213,220−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −148,165−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −145,719−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −145,637−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −114,533−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −99,100−100.0% | Sold out |
| Longaeva Partners L.P. | 0 | $0 | 0.00% | −90,741−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −83,755−100.0% | Sold out |
| Algebris (UK) Ltd | 0 | $0 | 0.00% | −63,355−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −56,312−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −49,166−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −36,696−100.0% | Sold out |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −33,293−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −32,904−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −29,332−100.0% | Sold out |
| Regency Capital Management Inc. | 0 | $0 | 0.00% | −27,165−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −21,493−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −18,677−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Johnson Financial Group, LLC | 0 | $0 | 0.00% | −16,932−100.0% | Sold out |
| Stance Capital LLC | 0 | $0 | 0.00% | −16,670−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −14,013−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −13,050−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −12,458−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −11,479−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −11,342−100.0% | Sold out |
| Bayview Asset Management, LLC | 0 | $0 | 0.00% | −10,148−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −9,132−100.0% | Sold out |
| Abc Arbitrage SA | 0 | $0 | 0.00% | −9,052−100.0% | Sold out |
| J. Safra Sarasin Holding AG | 0 | $0 | 0.00% | −8,893−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −7,350−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −7,220−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −6,795−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −5,995−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −5,774−100.0% | Sold out |
| Covenant Partners, LLC | 0 | $0 | 0.00% | −5,093−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −4,503−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −4,216−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −3,572−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −2,973−100.0% | Sold out |
| Deane Retirement Strategies, Inc. | 0 | $0 | 0.00% | −2,509−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −2,434−100.0% | Sold out |
| Journey Retirement Planning & Investment Management LLC | 0 | $0 | 0.00% | −2,052−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −1,984−100.0% | Sold out |
| Old Peak Finance LLC | 0 | $0 | 0.00% | −1,938−100.0% | Sold out |
| Accredited Investors Inc. | 0 | $0 | 0.00% | −1,756−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −1,664−100.0% | Sold out |
| Krilogy Financial LLC | 0 | $0 | 0.00% | −1,511−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −1,582−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −1,519−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −1,507−100.0% | Sold out |
| Maridea Wealth Management LLC | 0 | $0 | 0.00% | −1,490−100.0% | Sold out |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −1,423−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −1,414−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −1,403−100.0% | Sold out |
| Oak Harbor Wealth Partners, LLC | 0 | $0 | 0.00% | −1,366−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −1,356−100.0% | Sold out |
| Winebrenner Capital Management LLC | 0 | $0 | 0.00% | −1,354−100.0% | Sold out |
| Sovereign Financial Group, Inc. | 0 | $0 | 0.00% | −1,339−100.0% | Sold out |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −1,315−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −1,306−100.0% | Sold out |
| Letson Investment Management, Inc. | 0 | $0 | 0.00% | −1,305−100.0% | Sold out |
| apricus wealth, LLC | 0 | $0 | 0.00% | −1,291−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −1,283−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −1,273−100.0% | Sold out |
| RBA Wealth Management, LLC | 0 | $0 | 0.00% | −1,253−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −564−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −406−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −364−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −310−100.0% | Sold out |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −287−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −276−100.0% | Sold out |
| Central Pacific Bank - Trust Division | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| Reflection Asset Management | 0 | $0 | 0.00% | −175−100.0% | Sold out |