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 |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | 141,433 | $20.5M | 0.02% | +38,705+37.7% | Added |
| Russell Investments Group, Ltd. | 136,759 | $19.7M | 0.02% | −3,014−2.2% | Reduced |
| Tudor Investment Corp Et Al | 135,715 | $19.7M | 0.11% | +135,715 | New |
| Philo Smith Capital Corp | 132,750 | $19.2M | 5.48% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 131,380 | $19.0M | 0.04% | −288−0.2% | Reduced |
| FIL Ltd | 126,472 | $18.3M | 0.01% | −31,988−20.2% | Reduced |
| APG Asset Management N.V. | 145,132 | $18.2M | 0.06% | −7,654−5.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 123,150 | $17.8M | 0.03% | +11,000+9.8% | Added |
| State of Wisconsin Investment Board | 116,194 | $16.8M | 0.04% | +8,597+8.0% | Added |
| Standard Life Aberdeen plc | 113,186 | $16.4M | 0.03% | +3,615+3.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 111,710 | $16.2M | 0.04% | −50,685−31.2% | Reduced |
| Great West Life Assurance Co | 110,278 | $16.0M | 0.03% | +2,060+1.9% | Added |
| Nisa Investment Advisors, LLC | 108,969 | $15.8M | 0.06% | +14,266+15.1% | Added |
| Gillespie Robinson & Grimm Inc | 108,160 | $15.7M | 1.14% | −36,882−25.4% | Reduced |
| Citadel Advisors LLC | 107,294 | $15.5M | 0.01% | −40,723−27.5% | Reduced |
| Squarepoint Ops LLC | 106,336 | $15.4M | 0.03% | +101,637+2,162.9% | Added |
| Toronto Dominion Bank | 106,008 | $15.3M | 0.03% | +24,355+29.8% | Added |
| Pictet Asset Management Holding SA | 105,499 | $15.3M | 0.02% | −1,529−1.4% | Reduced |
| Allianz Asset Management GmbH | 105,472 | $15.3M | 0.02% | +26,327+33.3% | Added |
| National Bank of Canada | 103,522 | $15.0M | 0.02% | +15,824+18.0% | Added |
| Pinnacle Associates Ltd | 103,307 | $15.0M | 0.19% | −12,523−10.8% | Reduced |
| LPL Financial LLC | 101,529 | $14.7M | 0.00% | −7,256−6.7% | Reduced |
| Geneva Capital Management LLC | 99,157 | $14.4M | 0.31% | −6,554−6.2% | Reduced |
| Public Employees Retirement System of Ohio | 97,829 | $14.2M | 0.05% | +557+0.6% | Added |
| Treasurer of the State of North Carolina | 97,381 | $14.1M | 0.04% | +3,678+3.9% | Added |
| Bragg Financial Advisors, Inc | 96,469 | $14.0M | 0.44% | +3,912+4.2% | Added |
| Capital Wealth Planning, LLC | 94,260 | $13.6M | 0.08% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 93,602 | $13.6M | 0.01% | −12,666−11.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 86,414 | $12.5M | 0.04% | −2,997−3.4% | Reduced |
| Vanguard Investments Australia, Ltd. | 86,144 | $12.5M | 0.04% | +86,144 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 84,643 | $12.2M | 0.02% | −23,151−21.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 84,239 | $12.2M | 0.03% | +1,671+2.0% | Added |
| Tredje AP-fonden | 81,611 | $11.8M | 0.06% | +62,774+333.2% | Added |
| Asset Management One Co.,Ltd. | 79,902 | $11.6M | 0.03% | −6,071−7.1% | Reduced |
| Thrivent Financial for Lutherans | 78,724 | $11.4M | 0.02% | −3,477−4.2% | Reduced |
| Mn Services Vermogensbeheer B.V. | 74,913 | $10.8M | 0.07% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 73,945 | $10.7M | 0.25% | +73,945 | New |
| KLP Kapitalforvaltning AS | 70,278 | $10.2M | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 70,075 | $10.1M | 0.01% | −9,560−12.0% | Reduced |
| Blue Sparrow, LLC | 70,000 | $10.1M | 0.17% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 69,239 | $10.0M | 0.03% | −1,439−2.0% | Reduced |
| Nemes Rush Group LLC | 67,475 | $9.77M | 0.93% | −1,191−1.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 65,186 | $9.44M | 0.35% | +65,186 | New |
| Nomura Asset Management Co Ltd | 64,744 | $9.37M | 0.02% | +434+0.7% | Added |
| Am Investment Strategies LLC | 64,063 | $9.28M | 2.04% | 00.0% | Unchanged |
| Stifel Financial Corp | 63,615 | $9.21M | 0.01% | −167−0.3% | Reduced |
| State of Tennessee, Treasury Department | 63,244 | $9.16M | 0.03% | +133+0.2% | Added |
| Allspring Global Investments Holdings, LLC | 63,657 | $9.13M | 0.02% | −31,946−33.4% | Reduced |
| Credit Agricole S A | 62,764 | $9.09M | 0.03% | −8,833−12.3% | Reduced |
| Creative Planning | 62,072 | $8.99M | 0.01% | +4,892+8.6% | Added |
| State of New Jersey Common Pension Fund D | 61,901 | $8.96M | 0.03% | 00.0% | Unchanged |
| Peterson Wealth Services | 61,861 | $8.96M | 2.21% | +931+1.5% | Added |
| Resona Asset Management Co.,Ltd. | 59,974 | $8.64M | 0.04% | +796+1.3% | Added |
| XTX Topco Ltd | 58,903 | $8.53M | 0.15% | +18,282+45.0% | Added |
| US Bancorp | 58,432 | $8.46M | 0.01% | −1,390−2.3% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 58,212 | $8.43M | 0.13% | +58,212 | New |
| Acadian Asset Management LLC | 57,634 | $8.34M | 0.01% | +53,175+1,192.5% | Added |
| Fifth Third Bancorp | 56,970 | $8.25M | 0.02% | +30,395+114.4% | Added |
| Bryn Mawr Trust Co | 54,785 | $7.93M | 0.19% | −2,304−4.0% | Reduced |
| Cetera Investment Advisers | 54,241 | $7.85M | 0.01% | +1,214+2.3% | Added |
| CWA Asset Management Group, LLC | 53,719 | $7.78M | 0.27% | −3,334−5.8% | Reduced |
| CIBC Bancorp USA Inc. | 53,202 | $7.70M | 0.01% | +53,202 | New |
| New Age Alpha Advisors, LLC | 52,874 | $7.66M | 0.36% | −1,938−3.5% | Reduced |
| Private Capital Management, LLC | 52,798 | $7.64M | 0.78% | −2,470−4.5% | Reduced |
| Warren Averett Asset Management, LLC | 52,198 | $7.56M | 0.06% | −90−0.2% | Reduced |
| Vinva Investment Management Ltd | 53,129 | $7.49M | 0.09% | −121,562−69.6% | Reduced |
| Hantz Financial Services, Inc. | 51,698 | $7.49M | 0.11% | −9,209−15.1% | Reduced |
| Man Group plc | 51,099 | $7.40M | 0.02% | −262,268−83.7% | Reduced |
| Quantbot Technologies LP | 51,058 | $7.39M | 0.30% | +51,058 | New |
| Arizona State Retirement System | 50,955 | $7.38M | 0.04% | −968−1.9% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 50,839 | $7.36M | 0.26% | −18,955−27.2% | Reduced |
| Burney Co | 50,419 | $7.30M | 0.23% | −6,298−11.1% | Reduced |
| Numerai GP LLC | 50,210 | $7.27M | 0.73% | +50,210 | New |
| Morningstar Investment Management LLC | 50,079 | $7.25M | 0.45% | +24,085+92.7% | Added |
| Greenfield Seitz Capital Management, LLC | 49,911 | $7.23M | 2.18% | +178+0.4% | Added |
| Public Sector Pension Investment Board | 49,882 | $7.22M | 0.02% | +5,004+11.2% | Added |
| Lighthouse Investment Partners, LLC | 49,348 | $7.15M | 0.27% | +6,784+15.9% | Added |
| Czech National Bank | 47,772 | $6.92M | 0.05% | +1,281+2.8% | Added |
| State of Michigan Retirement System | 47,744 | $6.91M | 0.04% | −300−0.6% | Reduced |
| New England Professional Planning Group Inc. | 46,834 | $6.78M | 2.83% | +145+0.3% | Added |
| Two Sigma Investments, LP | 45,791 | $6.63M | 0.01% | +13,287+40.9% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 44,854 | $6.49M | 0.03% | +905+2.1% | Added |
| CIBC Asset Management Inc | 44,850 | $6.49M | 0.02% | +1,589+3.7% | Added |
| Palmer Knight Co | 43,781 | $6.34M | 3.09% | −561−1.3% | Reduced |
| Ancora Advisors, LLC | 43,581 | $6.31M | 0.13% | −540−1.2% | Reduced |
| Mackenzie Financial Corp | 42,970 | $6.22M | 0.01% | +2,238+5.5% | Added |
| Storebrand Asset Management AS | 42,761 | $6.19M | 0.02% | −9,791−18.6% | Reduced |
| Rafferty Asset Management, LLC | 42,647 | $6.17M | 0.03% | −11,135−20.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 42,439 | $6.14M | 0.03% | +19,100+81.8% | Added |
| Swiss Life Asset Management Ltd | 42,151 | $6.10M | 0.03% | +3,596+9.3% | Added |
| Lord, Abbett & Co. LLC | 41,823 | $6.06M | 0.02% | −603−1.4% | Reduced |
| MetLife Investment Management | 41,031 | $5.94M | 0.03% | −1,264−3.0% | Reduced |
| LMG Wealth Partners, LLC | 40,886 | $5.92M | 1.08% | +456+1.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,861 | $5.92M | 0.03% | −149−0.4% | Reduced |
| Westfield Capital Management Co LP | 40,095 | $5.81M | 0.02% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 39,911 | $5.78M | 0.06% | −763−1.9% | Reduced |
| DnB Asset Management AS | 39,612 | $5.74M | 0.02% | +2,772+7.5% | Added |
| IFM Investors Pty Ltd | 39,423 | $5.71M | 0.05% | +2,191+5.9% | Added |
| Panagora Asset Management Inc | 38,696 | $5.60M | 0.02% | +33,703+675.0% | Added |
| Cahaba Wealth Management, Inc. | 38,564 | $5.58M | 0.38% | +274+0.7% | Added |