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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 38,491 | $5.57M | 0.01% | +433+1.1% | Added |
| Kettle Hill Capital Management, LLC | 38,260 | $5.54M | 1.39% | +38,260 | New |
| SEB Asset Management AB | 38,083 | $5.51M | 0.02% | +38,083 | New |
| Captrust Financial Advisors | 37,852 | $5.48M | 0.01% | −2,306−5.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 37,723 | $5.46M | 0.02% | +5,452+16.9% | Added |
| Retirement Systems of Alabama | 37,250 | $5.39M | 0.02% | −258−0.7% | Reduced |
| CI Private Wealth, LLC | 37,154 | $5.37M | 0.01% | +4,088+12.4% | Added |
| ProShare Advisors LLC | 36,935 | $5.35M | 0.01% | −1,876−4.8% | Reduced |
| KBC Group NV | 36,522 | $5.29M | 0.01% | −8,640−19.1% | Reduced |
| Pathstone Holdings, LLC | 36,157 | $5.24M | 0.02% | +894+2.5% | Added |
| Swedbank AB | 36,064 | $5.22M | 0.01% | −5,372−13.0% | Reduced |
| CIBC World Markets Inc. | 35,359 | $5.12M | 0.01% | +12,896+57.4% | Added |
| Voleon Capital Management LP | 35,264 | $5.11M | 0.11% | +27,728+367.9% | Added |
| QRG Capital Management, Inc. | 35,053 | $5.08M | 0.05% | +29,541+535.9% | Added |
| Allstate Corp | 35,041 | $5.07M | 0.05% | +21,274+154.5% | Added |
| Raiffeisen Bank International AG | 35,483 | $5.00M | 0.07% | +35,386+36,480.4% | Added |
| DekaBank Deutsche Girozentrale | 33,882 | $4.99M | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 34,137 | $4.94M | 0.06% | −463−1.3% | Reduced |
| USS Investment Management Ltd | 33,147 | $4.80M | 0.02% | +1,032+3.2% | Added |
| Heartland Advisors Inc | 32,842 | $4.76M | 0.24% | +13,841+72.8% | Added |
| Amalgamated Bank | 32,759 | $4.74M | 0.04% | −1,007−3.0% | Reduced |
| OP Asset Management Ltd | 32,725 | $4.74M | 0.05% | −20,076−38.0% | Reduced |
| Daiwa Securities Group Inc. | 32,499 | $4.71M | 0.01% | −4,149−11.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 37,109 | $4.69M | 0.01% | −18,751−33.6% | Reduced |
| Commonwealth Equity Services, LLC | 31,932 | $4.62M | 0.01% | +941+3.0% | Added |
| Macquarie Group Ltd | 31,655 | $4.58M | 0.03% | +1,134+3.7% | Added |
| JustInvest LLC | 31,335 | $4.54M | 0.04% | +1,619+5.4% | Added |
| GWM Advisors LLC | 31,020 | $4.49M | 0.02% | −880−2.8% | Reduced |
| Pensionmark Financial Group, LLC | 30,789 | $4.46M | 0.07% | −615−2.0% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 30,734 | $4.45M | 0.04% | −1,430−4.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 30,477 | $4.41M | 0.15% | +371+1.2% | Added |
| Bokf, NA | 30,402 | $4.40M | 0.07% | −1,945−6.0% | Reduced |
| Xponance, Inc. | 30,145 | $4.36M | 0.03% | +4,073+15.6% | Added |
| Assenagon Asset Management S.A. | 30,036 | $4.35M | 0.01% | +3,669+13.9% | Added |
| Kestra Advisory Services, LLC | 29,934 | $4.33M | 0.02% | +4,577+18.1% | Added |
| Bridgewater Associates, LP | 29,814 | $4.32M | 0.02% | −33,805−53.1% | Reduced |
| Access Investment Management LLC | 29,716 | $4.30M | 1.15% | +55+0.2% | Added |
| NEOS Investment Management LLC | 29,404 | $4.24M | 0.02% | −1,312−4.3% | Reduced |
| Utah Retirement Systems | 28,982 | $4.20M | 0.04% | −986−3.3% | Reduced |
| Eurizon Capital SGR S.p.A. | 29,693 | $4.17M | 0.01% | −377−1.3% | Reduced |
| Cardinal Capital Management | 28,614 | $4.14M | 0.53% | +242+0.9% | Added |
| Systematic Financial Management LP | 28,486 | $4.12M | 0.09% | −865−2.9% | Reduced |
| CWM, LLC | 28,242 | $4.09M | 0.01% | −1,713−5.7% | Reduced |
| Beacon Pointe Advisors, LLC | 28,104 | $4.07M | 0.02% | +28,104 | New |
| Dean Investment Associates, LLC | 28,072 | $4.06M | 0.57% | +4,311+18.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 27,432 | $3.97M | 0.03% | +95+0.3% | Added |
| Colony Group, LLC | 27,308 | $3.95M | 0.00% | −3,893−12.5% | Reduced |
| Neuberger Berman Group LLC | 26,975 | $3.91M | 0.00% | −2,864−9.6% | Reduced |
| Summit Trail Advisors, LLC | 26,943 | $3.90M | 0.06% | +19,396+257.0% | Added |
| O'Shaughnessy Asset Management, LLC | 26,864 | $3.89M | 0.02% | +3,808+16.5% | Added |
| Concurrent Investment Advisors, LLC | 26,665 | $3.86M | 0.04% | +3,838+16.8% | Added |
| UniSuper Management Pty Ltd | 26,477 | $3.83M | 0.03% | +6,830+34.8% | Added |
| Buckhead Capital Management LLC | 26,370 | $3.82M | 1.44% | −606−2.2% | Reduced |
| New York Life Investment Management LLC | 26,158 | $3.79M | 0.03% | +433+1.7% | Added |
| Janney Montgomery Scott LLC | 26,040 | $3.77M | 0.01% | −7,924−23.3% | Reduced |
| Rakuten Investment Management, Inc. | 26,641 | $3.75M | 0.01% | +2,892+12.2% | Added |
| British Columbia Investment Management Corp | 25,857 | $3.74M | 0.02% | −7,697−22.9% | Reduced |
| Cumberland Partners Ltd | 25,800 | $3.74M | 0.28% | −3,300−11.3% | Reduced |
| Bank of Nova Scotia | 25,355 | $3.67M | 0.01% | −43,097−63.0% | Reduced |
| Dana Investment Advisors, Inc. | 25,006 | $3.62M | 0.11% | −262−1.0% | Reduced |
| Gradient Investments LLC | 24,951 | $3.61M | 0.06% | +24,951 | New |
| Nordea Investment Management AB | 25,130 | $3.56M | 0.00% | +6,144+32.4% | Added |
| MML Investors Services, LLC | 24,506 | $3.55M | 0.01% | +2,882+13.3% | Added |
| Ensign Peak Advisors, Inc | 24,393 | $3.53M | 0.01% | +6,091+33.3% | Added |
| Nissay Asset Management Corp | 24,138 | $3.49M | 0.02% | +95+0.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,032 | $3.48M | 0.03% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 23,953 | $3.47M | 0.46% | −212−0.9% | Reduced |
| Cerity Partners LLC | 23,754 | $3.44M | 0.00% | −356−1.5% | Reduced |
| Omers Administration Corp | 23,675 | $3.43M | 0.02% | +3,171+15.5% | Added |
| Wealthfront Advisers LLC | 23,580 | $3.41M | 0.01% | −1,145−4.6% | Reduced |
| Empowered Funds, LLC | 23,362 | $3.37M | 0.02% | +23,362 | New |
| Susquehanna International Group, LLP | 22,617 | $3.27M | 0.00% | −53,879−70.4% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 22,402 | $3.24M | 1.41% | −253−1.1% | Reduced |
| Siemens Fonds Invest GmbH | 21,798 | $3.16M | 0.18% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 21,546 | $3.12M | 0.34% | −42−0.2% | Reduced |
| Janus Henderson Group PLC | 21,522 | $3.12M | 0.00% | −1,254−5.5% | Reduced |
| Regions Financial Corp | 21,363 | $3.09M | 0.02% | −3,047−12.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 21,341 | $3.09M | 0.03% | −79,731−78.9% | Reduced |
| Kaydan Wealth Management, Inc. | 21,175 | $3.07M | 1.03% | 00.0% | Unchanged |
| Graphene Investments SAS | 20,500 | $2.97M | 1.99% | 00.0% | Unchanged |
| Ethic Inc. | 20,481 | $2.97M | 0.05% | +842+4.3% | Added |
| HighTower Advisors, LLC | 20,305 | $2.94M | 0.00% | +740+3.8% | Added |
| Oregon Public Employees Retirement Fund | 20,080 | $2.91M | 0.04% | −100−0.5% | Reduced |
| Van Eck Associates Corp | 20,027 | $2.90M | 0.00% | +14,782+281.8% | Added |
| MAI Capital Management | 19,808 | $2.87M | 0.02% | −270−1.3% | Reduced |
| Gotham Asset Management, LLC | 19,741 | $2.86M | 0.01% | −237−1.2% | Reduced |
| Davenport & Co LLC | 19,662 | $2.85M | 0.02% | −5,769−22.7% | Reduced |
| Millstone Evans Group, LLC | 19,339 | $2.80M | 1.68% | +344+1.8% | Added |
| Mount Yale Investment Advisors, LLC | 19,243 | $2.79M | 0.07% | +5,904+44.3% | Added |
| Skopos Labs, Inc. | 19,224 | $2.78M | 0.09% | −332−1.7% | Reduced |
| Center for Financial Planning, Inc. | 19,124 | $2.77M | 0.29% | −157−0.8% | Reduced |
| Carl Stuart Investment Advisor, Inc | 19,115 | $2.77M | 1.21% | 00.0% | Unchanged |
| Atria Investments LLC | 19,096 | $2.76M | 0.03% | −1,427−7.0% | Reduced |
| Hancock Whitney Corp | 18,141 | $2.71M | 0.05% | −245−1.3% | Reduced |
| Mutual of America Capital Management LLC | 18,658 | $2.70M | 0.03% | −274−1.4% | Reduced |
| Yousif Capital Management, LLC | 18,473 | $2.67M | 0.03% | −623−3.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 18,905 | $2.67M | 0.01% | −4,121−17.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 18,365 | $2.66M | 0.02% | +261+1.4% | Added |
| Sovereign's Capital Management, LLC | 18,191 | $2.63M | 1.94% | −681−3.6% | Reduced |
| Sanctuary Advisors, LLC | 18,139 | $2.63M | 0.01% | −792−4.2% | Reduced |