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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 31,932 | $4.62M | 0.01% | +941+3.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 37,109 | $4.69M | 0.01% | −18,751−33.6% | Reduced |
| Daiwa Securities Group Inc. | 32,499 | $4.71M | 0.01% | −4,149−11.3% | Reduced |
| OP Asset Management Ltd | 32,725 | $4.74M | 0.05% | −20,076−38.0% | Reduced |
| Amalgamated Bank | 32,759 | $4.74M | 0.04% | −1,007−3.0% | Reduced |
| Heartland Advisors Inc | 32,842 | $4.76M | 0.24% | +13,841+72.8% | Added |
| USS Investment Management Ltd | 33,147 | $4.80M | 0.02% | +1,032+3.2% | Added |
| Oppenheimer Asset Management Inc. | 34,137 | $4.94M | 0.06% | −463−1.3% | Reduced |
| DekaBank Deutsche Girozentrale | 33,882 | $4.99M | 0.01% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 35,483 | $5.00M | 0.07% | +35,386+36,480.4% | Added |
| Allstate Corp | 35,041 | $5.07M | 0.05% | +21,274+154.5% | Added |
| QRG Capital Management, Inc. | 35,053 | $5.08M | 0.05% | +29,541+535.9% | Added |
| Voleon Capital Management LP | 35,264 | $5.11M | 0.11% | +27,728+367.9% | Added |
| CIBC World Markets Inc. | 35,359 | $5.12M | 0.01% | +12,896+57.4% | Added |
| Swedbank AB | 36,064 | $5.22M | 0.01% | −5,372−13.0% | Reduced |
| Pathstone Holdings, LLC | 36,157 | $5.24M | 0.02% | +894+2.5% | Added |
| KBC Group NV | 36,522 | $5.29M | 0.01% | −8,640−19.1% | Reduced |
| ProShare Advisors LLC | 36,935 | $5.35M | 0.01% | −1,876−4.8% | Reduced |
| CI Private Wealth, LLC | 37,154 | $5.37M | 0.01% | +4,088+12.4% | Added |
| Retirement Systems of Alabama | 37,250 | $5.39M | 0.02% | −258−0.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 37,723 | $5.46M | 0.02% | +5,452+16.9% | Added |
| Captrust Financial Advisors | 37,852 | $5.48M | 0.01% | −2,306−5.7% | Reduced |
| SEB Asset Management AB | 38,083 | $5.51M | 0.02% | +38,083 | New |
| Kettle Hill Capital Management, LLC | 38,260 | $5.54M | 1.39% | +38,260 | New |
| Voya Investment Management LLC | 38,491 | $5.57M | 0.01% | +433+1.1% | Added |
| Cahaba Wealth Management, Inc. | 38,564 | $5.58M | 0.38% | +274+0.7% | Added |
| Panagora Asset Management Inc | 38,696 | $5.60M | 0.02% | +33,703+675.0% | Added |
| IFM Investors Pty Ltd | 39,423 | $5.71M | 0.05% | +2,191+5.9% | Added |
| DnB Asset Management AS | 39,612 | $5.74M | 0.02% | +2,772+7.5% | Added |
| Resources Investment Advisors, LLC. | 39,911 | $5.78M | 0.06% | −763−1.9% | Reduced |
| Westfield Capital Management Co LP | 40,095 | $5.81M | 0.02% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,861 | $5.92M | 0.03% | −149−0.4% | Reduced |
| LMG Wealth Partners, LLC | 40,886 | $5.92M | 1.08% | +456+1.1% | Added |
| MetLife Investment Management | 41,031 | $5.94M | 0.03% | −1,264−3.0% | Reduced |
| Lord, Abbett & Co. LLC | 41,823 | $6.06M | 0.02% | −603−1.4% | Reduced |
| Swiss Life Asset Management Ltd | 42,151 | $6.10M | 0.03% | +3,596+9.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 42,439 | $6.14M | 0.03% | +19,100+81.8% | Added |
| Rafferty Asset Management, LLC | 42,647 | $6.17M | 0.03% | −11,135−20.7% | Reduced |
| Storebrand Asset Management AS | 42,761 | $6.19M | 0.02% | −9,791−18.6% | Reduced |
| Mackenzie Financial Corp | 42,970 | $6.22M | 0.01% | +2,238+5.5% | Added |
| Ancora Advisors, LLC | 43,581 | $6.31M | 0.13% | −540−1.2% | Reduced |
| Palmer Knight Co | 43,781 | $6.34M | 3.09% | −561−1.3% | Reduced |
| CIBC Asset Management Inc | 44,850 | $6.49M | 0.02% | +1,589+3.7% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 44,854 | $6.49M | 0.03% | +905+2.1% | Added |
| Two Sigma Investments, LP | 45,791 | $6.63M | 0.01% | +13,287+40.9% | Added |
| New England Professional Planning Group Inc. | 46,834 | $6.78M | 2.83% | +145+0.3% | Added |
| State of Michigan Retirement System | 47,744 | $6.91M | 0.04% | −300−0.6% | Reduced |
| Czech National Bank | 47,772 | $6.92M | 0.05% | +1,281+2.8% | Added |
| Lighthouse Investment Partners, LLC | 49,348 | $7.15M | 0.27% | +6,784+15.9% | Added |
| Public Sector Pension Investment Board | 49,882 | $7.22M | 0.02% | +5,004+11.2% | Added |
| Greenfield Seitz Capital Management, LLC | 49,911 | $7.23M | 2.18% | +178+0.4% | Added |
| Morningstar Investment Management LLC | 50,079 | $7.25M | 0.45% | +24,085+92.7% | Added |
| Numerai GP LLC | 50,210 | $7.27M | 0.73% | +50,210 | New |
| Burney Co | 50,419 | $7.30M | 0.23% | −6,298−11.1% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 50,839 | $7.36M | 0.26% | −18,955−27.2% | Reduced |
| Arizona State Retirement System | 50,955 | $7.38M | 0.04% | −968−1.9% | Reduced |
| Quantbot Technologies LP | 51,058 | $7.39M | 0.30% | +51,058 | New |
| Man Group plc | 51,099 | $7.40M | 0.02% | −262,268−83.7% | Reduced |
| Hantz Financial Services, Inc. | 51,698 | $7.49M | 0.11% | −9,209−15.1% | Reduced |
| Vinva Investment Management Ltd | 53,129 | $7.49M | 0.09% | −121,562−69.6% | Reduced |
| Warren Averett Asset Management, LLC | 52,198 | $7.56M | 0.06% | −90−0.2% | Reduced |
| Private Capital Management, LLC | 52,798 | $7.64M | 0.78% | −2,470−4.5% | Reduced |
| New Age Alpha Advisors, LLC | 52,874 | $7.66M | 0.36% | −1,938−3.5% | Reduced |
| CIBC Bancorp USA Inc. | 53,202 | $7.70M | 0.01% | +53,202 | New |
| CWA Asset Management Group, LLC | 53,719 | $7.78M | 0.27% | −3,334−5.8% | Reduced |
| Cetera Investment Advisers | 54,241 | $7.85M | 0.01% | +1,214+2.3% | Added |
| Bryn Mawr Trust Co | 54,785 | $7.93M | 0.19% | −2,304−4.0% | Reduced |
| Fifth Third Bancorp | 56,970 | $8.25M | 0.02% | +30,395+114.4% | Added |
| Acadian Asset Management LLC | 57,634 | $8.34M | 0.01% | +53,175+1,192.5% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 58,212 | $8.43M | 0.13% | +58,212 | New |
| US Bancorp | 58,432 | $8.46M | 0.01% | −1,390−2.3% | Reduced |
| XTX Topco Ltd | 58,903 | $8.53M | 0.15% | +18,282+45.0% | Added |
| Resona Asset Management Co.,Ltd. | 59,974 | $8.64M | 0.04% | +796+1.3% | Added |
| Peterson Wealth Services | 61,861 | $8.96M | 2.21% | +931+1.5% | Added |
| State of New Jersey Common Pension Fund D | 61,901 | $8.96M | 0.03% | 00.0% | Unchanged |
| Creative Planning | 62,072 | $8.99M | 0.01% | +4,892+8.6% | Added |
| Credit Agricole S A | 62,764 | $9.09M | 0.03% | −8,833−12.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 63,657 | $9.13M | 0.02% | −31,946−33.4% | Reduced |
| State of Tennessee, Treasury Department | 63,244 | $9.16M | 0.03% | +133+0.2% | Added |
| Stifel Financial Corp | 63,615 | $9.21M | 0.01% | −167−0.3% | Reduced |
| Am Investment Strategies LLC | 64,063 | $9.28M | 2.04% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 64,744 | $9.37M | 0.02% | +434+0.7% | Added |
| Susquehanna Fundamental Investments, LLC | 65,186 | $9.44M | 0.35% | +65,186 | New |
| Nemes Rush Group LLC | 67,475 | $9.77M | 0.93% | −1,191−1.7% | Reduced |
| Handelsbanken Fonder AB | 69,239 | $10.0M | 0.03% | −1,439−2.0% | Reduced |
| Blue Sparrow, LLC | 70,000 | $10.1M | 0.17% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 70,075 | $10.1M | 0.01% | −9,560−12.0% | Reduced |
| KLP Kapitalforvaltning AS | 70,278 | $10.2M | 0.04% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 73,945 | $10.7M | 0.25% | +73,945 | New |
| Mn Services Vermogensbeheer B.V. | 74,913 | $10.8M | 0.07% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 78,724 | $11.4M | 0.02% | −3,477−4.2% | Reduced |
| Asset Management One Co.,Ltd. | 79,902 | $11.6M | 0.03% | −6,071−7.1% | Reduced |
| Tredje AP-fonden | 81,611 | $11.8M | 0.06% | +62,774+333.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 84,239 | $12.2M | 0.03% | +1,671+2.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 84,643 | $12.2M | 0.02% | −23,151−21.5% | Reduced |
| Vanguard Investments Australia, Ltd. | 86,144 | $12.5M | 0.04% | +86,144 | New |
| Chevy Chase Trust Holdings, Inc. | 86,414 | $12.5M | 0.04% | −2,997−3.4% | Reduced |
| Manufacturers Life Insurance Company, The | 93,602 | $13.6M | 0.01% | −12,666−11.9% | Reduced |
| Capital Wealth Planning, LLC | 94,260 | $13.6M | 0.08% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 96,469 | $14.0M | 0.44% | +3,912+4.2% | Added |