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 |
|---|---|---|---|---|---|
| Treasurer of the State of North Carolina | 97,381 | $14.1M | 0.04% | +3,678+3.9% | Added |
| Public Employees Retirement System of Ohio | 97,829 | $14.2M | 0.05% | +557+0.6% | Added |
| Geneva Capital Management LLC | 99,157 | $14.4M | 0.31% | −6,554−6.2% | Reduced |
| LPL Financial LLC | 101,529 | $14.7M | 0.00% | −7,256−6.7% | Reduced |
| Pinnacle Associates Ltd | 103,307 | $15.0M | 0.19% | −12,523−10.8% | Reduced |
| National Bank of Canada | 103,522 | $15.0M | 0.02% | +15,824+18.0% | Added |
| Allianz Asset Management GmbH | 105,472 | $15.3M | 0.02% | +26,327+33.3% | Added |
| Pictet Asset Management Holding SA | 105,499 | $15.3M | 0.02% | −1,529−1.4% | Reduced |
| Toronto Dominion Bank | 106,008 | $15.3M | 0.03% | +24,355+29.8% | Added |
| Squarepoint Ops LLC | 106,336 | $15.4M | 0.03% | +101,637+2,162.9% | Added |
| Citadel Advisors LLC | 107,294 | $15.5M | 0.01% | −40,723−27.5% | Reduced |
| Gillespie Robinson & Grimm Inc | 108,160 | $15.7M | 1.14% | −36,882−25.4% | Reduced |
| Nisa Investment Advisors, LLC | 108,969 | $15.8M | 0.06% | +14,266+15.1% | Added |
| Great West Life Assurance Co | 110,278 | $16.0M | 0.03% | +2,060+1.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 111,710 | $16.2M | 0.04% | −50,685−31.2% | Reduced |
| Standard Life Aberdeen plc | 113,186 | $16.4M | 0.03% | +3,615+3.3% | Added |
| State of Wisconsin Investment Board | 116,194 | $16.8M | 0.04% | +8,597+8.0% | Added |
| Adage Capital Partners GP, L.L.C. | 123,150 | $17.8M | 0.03% | +11,000+9.8% | Added |
| APG Asset Management N.V. | 145,132 | $18.2M | 0.06% | −7,654−5.0% | Reduced |
| FIL Ltd | 126,472 | $18.3M | 0.01% | −31,988−20.2% | Reduced |
| Royal London Asset Management Ltd | 131,380 | $19.0M | 0.04% | −288−0.2% | Reduced |
| Philo Smith Capital Corp | 132,750 | $19.2M | 5.48% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 135,715 | $19.7M | 0.11% | +135,715 | New |
| Russell Investments Group, Ltd. | 136,759 | $19.7M | 0.02% | −3,014−2.2% | Reduced |
| D. E. Shaw & Co., Inc. | 141,433 | $20.5M | 0.02% | +38,705+37.7% | Added |
| Truist Financial Corp | 143,227 | $20.7M | 0.03% | −11,394−7.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 143,644 | $20.8M | 0.03% | −42,037−22.6% | Reduced |
| Quantinno Capital Management LP | 148,644 | $21.5M | 0.04% | −10,083−6.4% | Reduced |
| Korea Investment CORP | 151,030 | $21.9M | 0.05% | −54,019−26.3% | Reduced |
| Illinois Municipal Retirement Fund | 154,144 | $22.3M | 0.28% | −16,698−9.8% | Reduced |
| Baird Financial Group, Inc. | 154,569 | $22.4M | 0.03% | −30,235−16.4% | Reduced |
| Nicholas Company, Inc. | 154,840 | $22.4M | 0.44% | +750.0% | Added |
| Danske Bank A/S | 158,510 | $23.0M | 0.06% | −15,964−9.1% | Reduced |
| State Board of Administration of Florida Retirement System | 158,696 | $23.0M | 0.04% | 00.0% | Unchanged |
| North Reef Capital Management LP | 159,162 | $23.0M | 0.79% | +159,162 | New |
| Aviva PLC | 167,511 | $24.3M | 0.04% | +3,156+1.9% | Added |
| CBOE Vest Financial, LLC | 168,358 | $24.4M | 0.29% | −69,916−29.3% | Reduced |
| Nomura Asset Management International Inc. | 170,462 | $24.7M | 0.04% | −8,421−4.7% | Reduced |
| Premier Fund Managers Ltd | 175,502 | $24.7M | 1.75% | −27,382−13.5% | Reduced |
| Arbejdsmarkedets Tillaegspension | 174,290 | $25.2M | 0.63% | +33,267+23.6% | Added |
| Federation des caisses Desjardins du Quebec | 176,312 | $25.5M | 0.09% | +4,153+2.4% | Added |
| New York State Teachers Retirement System | 177,016 | $25.6M | 0.05% | −140−0.1% | Reduced |
| Royal Bank of Canada | 182,279 | $26.4M | 0.01% | −70,816−28.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 190,863 | $27.6M | 0.06% | −6,530−3.3% | Reduced |
| Artisan Partners Limited Partnership | 195,666 | $28.3M | 0.05% | +195,666 | New |
| Schroder Investment Management Group | 203,718 | $28.7M | 0.02% | +3,215+1.6% | Added |
| SG Americas Securities, LLC | 198,547 | $28.7M | 0.03% | +77,536+64.1% | Added |
| Basswood Capital Management, L.L.C. | 203,905 | $29.5M | 1.50% | +48,475+31.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 210,922 | $30.5M | 0.05% | −172,947−45.1% | Reduced |
| Sterling Capital Management LLC | 234,365 | $33.9M | 0.64% | −31,552−11.9% | Reduced |
| Bank of Montreal | 244,023 | $35.3M | 0.01% | −33,840−12.2% | Reduced |
| Jones Financial Companies LLLP | 258,909 | $36.6M | 0.02% | +254,298+5,515.0% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 258,209 | $37.4M | 1.79% | −204−0.1% | Reduced |
| Ameriprise Financial Inc | 259,457 | $37.7M | 0.01% | −61,049−19.0% | Reduced |
| California State Teachers Retirement System | 269,147 | $39.0M | 0.04% | −7,315−2.6% | Reduced |
| Davis Asset Management, L.P. | 270,000 | $39.1M | 1.13% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 278,793 | $40.4M | 0.04% | −410−0.1% | Reduced |
| Price T Rowe Associates Inc | 285,029 | $41.3M | 0.00% | −82,959−22.5% | Reduced |
| TD Asset Management Inc | 291,136 | $42.2M | 0.03% | −15,712−5.1% | Reduced |
| Prudential Financial Inc | 296,789 | $43.0M | 0.05% | −522,289−63.8% | Reduced |
| Vanguard Asset Management, Ltd | 299,720 | $43.4M | 0.04% | +299,720 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 299,966 | $43.5M | 0.05% | −11,519−3.7% | Reduced |
| Natixis Advisors, L.P. | 320,316 | $46.4M | 0.06% | −9,134−2.8% | Reduced |
| New York State Common Retirement Fund | 321,361 | $46.5M | 0.07% | −2,765−0.9% | Reduced |
| National Pension Service | 322,301 | $46.7M | 0.04% | +28,223+9.6% | Added |
| Palisade Capital Management LLC | 326,398 | $47.3M | 1.57% | −23,509−6.7% | Reduced |
| Canada Pension Plan Investment Board | 334,564 | $48.4M | 0.03% | −44,218−11.7% | Reduced |
| Silvercrest Asset Management Group LLC | 334,889 | $48.5M | 0.35% | −57,079−14.6% | Reduced |
| Los Angeles Capital Management LLC | 338,002 | $48.9M | 0.19% | +240,883+248.0% | Added |
| Rhumbline Advisers | 340,229 | $49.3M | 0.04% | −6,594−1.9% | Reduced |
| California Public Employees Retirement System | 347,745 | $50.3M | 0.03% | +9,242+2.7% | Added |
| Prana Capital Management, LP | 359,339 | $52.0M | 1.60% | +126,580+54.4% | Added |
| Vanguard Global Advisers, LLC | 370,740 | $53.7M | 0.03% | +370,740 | New |
| Fisher Asset Management, LLC | 397,142 | $57.5M | 0.02% | +4,479+1.1% | Added |
| PFA Pension, Forsikringsaktieselskab | 397,661 | $57.6M | 0.17% | −10.0% | Reduced |
| Amundi | 401,301 | $58.1M | 0.02% | +50,092+14.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 410,604 | $59.5M | 0.04% | +23,135+6.0% | Added |
| American Century Companies Inc | 414,205 | $60.0M | 0.03% | +171,093+70.4% | Added |
| Alliancebernstein L.P. | 386,107 | $62.0M | 0.02% | −105,817−21.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 430,588 | $62.3M | 0.04% | −18,511−4.1% | Reduced |
| Wells Fargo & Company | 438,477 | $63.5M | 0.01% | +79,769+22.2% | Added |
| Congress Asset Management Co | 471,389 | $68.3M | 0.49% | −42,925−8.3% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 478,389 | $69.3M | 1.70% | +73,866+18.3% | Added |
| The PNC Financial Services Group, Inc. | 494,268 | $71.6M | 0.04% | −77,641−13.6% | Reduced |
| Envestnet Asset Management Inc | 509,075 | $73.7M | 0.02% | −2,461−0.5% | Reduced |
| BNP Paribas Arbitrage, SA | 532,319 | $77.1M | 0.05% | +94,644+21.6% | Added |
| Principal Financial Group Inc | 548,144 | $79.4M | 0.04% | −24,655−4.3% | Reduced |
| Deutsche Bank AG | 583,832 | $84.5M | 0.03% | +13,370+2.3% | Added |
| Raymond James Financial Inc | 702,088 | $101.7M | 0.03% | −34,396−4.7% | Reduced |
| Nuveen, LLC | 724,435 | $104.9M | 0.03% | −1520.0% | Reduced |
| Mercer Global Advisors Inc | 731,819 | $106.0M | 0.16% | −60,334−7.6% | Reduced |
| AQR Capital Management LLC | 793,863 | $114.0M | 0.05% | −302,868−27.6% | Reduced |
| UBS Group AG | 874,547 | $126.6M | 0.02% | +32,688+3.9% | Added |
| SEI Investments Co | 920,677 | $133.3M | 0.12% | −66,902−6.8% | Reduced |
| Vanguard Fiduciary Trust Co | 967,747 | $140.1M | 0.04% | +967,747 | New |
| Citigroup Inc | 974,924 | $141.2M | 0.09% | +538,123+123.2% | Added |
| Harfst & Associates, Inc. | 1,061,208 | $153.7M | 27.43% | −5,912−0.6% | Reduced |
| HSBC Holdings PLC | 1,088,793 | $157.6M | 0.09% | −45,787−4.0% | Reduced |
| Charles Schwab Investment Management Inc | 1,129,959 | $163.6M | 0.02% | +32,847+3.0% | Added |
| Legal & General Group Plc | 1,195,919 | $173.2M | 0.04% | +4,504+0.4% | Added |