Raymond James Financial Inc

RJF

Exchange: NYSE
Industry: Security Brokers, Dealers & Flotation Companies
SEC CIK: 0000720005

SEC filings (opens in a new tab)

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, Q3 2026

Institutional positions in Raymond James Financial Inc as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders: 4; +1 vs. Q2 2026
Shares held: 6.26K; +698 (+12.5%) vs. Q2 2026
Total value: $989.5K; +$143.4K (+16.9%) vs. Q2 2026
New holders: 1; 3 more added
Sold out: 0; 0 more reduced

901 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders

Value held

Institutions holding RJF and their total value by quarter
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, Q3 2026

Shares, value and share of portfolio for each institution holding Raymond James Financial Inc; share changes are against Q2 2026.

Institutions holding RJF in Q3 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Planning Strategies Inc.	5	$790	0.00%	+3+150.0%	Added
GoalVest Advisory LLC	53	$8.38K	0.00%	+53	New
Versant Capital Management, Inc	1,154	$182.4K	0.02%	+550+91.1%	Added
CX Institutional	5,049	$798.0K	0.02%	+92+1.9%	Added
BlackRock, Inc.	–	–	–	–	Not filed
Vanguard Capital Management LLC	–	–	–	–	Not filed
Wellington Management Group LLP	–	–	–	–	Not filed
Primecap Management Co	–	–	–	–	Not filed
Vanguard Portfolio Management LLC	–	–	–	–	Not filed
State Street Corp	–	–	–	–	Not filed
Geode Capital Management, LLC	–	–	–	–	Not filed
FMR LLC	–	–	–	–	Not filed
Harris Associates L PSuperinvestorHarris Associates (Oakmark)	–	–	–	–	Not filed
T. Rowe Price Investment Management, Inc.	–	–	–	–	Not filed
JPMorgan Chase & Co	–	–	–	–	Not filed
Dimensional Fund Advisors LP	–	–	–	–	Not filed
Norges Bank	–	–	–	–	Not filed
Bank of America Corp	–	–	–	–	Not filed
Victory Capital Management Inc	–	–	–	–	Not filed
Morgan Stanley	–	–	–	–	Not filed
Earnest Partners LLC	–	–	–	–	Not filed
Goldman Sachs Group Inc	–	–	–	–	Not filed
Invesco Ltd.	–	–	–	–	Not filed
Northern Trust Corp	–	–	–	–	Not filed
Massachusetts Financial Services Co	–	–	–	–	Not filed
First Trust Advisors LP	–	–	–	–	Not filed
UBS Asset Management Americas Inc	–	–	–	–	Not filed
Citigroup Inc	–	–	–	–	Not filed
Bank of New York Mellon Corp	–	–	–	–	Not filed
Legal & General Group Plc	–	–	–	–	Not filed
Charles Schwab Investment Management Inc	–	–	–	–	Not filed
Harfst & Associates, Inc.	–	–	–	–	Not filed
Vanguard Fiduciary Trust Co	–	–	–	–	Not filed
SEI Investments Co	–	–	–	–	Not filed
HSBC Holdings PLC	–	–	–	–	Not filed
Capitolis Liquid Global Markets LLC	–	–	–	–	Not filed
Franklin Resources Inc	–	–	–	–	Not filed
Barclays PLC	–	–	–	–	Not filed
UBS Group AG	–	–	–	–	Not filed
Nuveen, LLC	–	–	–	–	Not filed
Mercer Global Advisors Inc	–	–	–	–	Not filed
AQR Capital Management LLC	–	–	–	–	Not filed
Raymond James Financial Inc	–	–	–	–	Not filed
Marshall Wace, LLP	–	–	–	–	Not filed
Canada Pension Plan Investment Board	–	–	–	–	Not filed
Deutsche Bank AG	–	–	–	–	Not filed
American Century Companies Inc	–	–	–	–	Not filed
BNP Paribas Arbitrage, SA	–	–	–	–	Not filed
Principal Financial Group Inc	–	–	–	–	Not filed
Healthcare of Ontario Pension Plan Trust Fund	–	–	–	–	Not filed
Munich Reinsurance Co Stock Corp in Munich	–	–	–	–	Not filed
The PNC Financial Services Group, Inc.	–	–	–	–	Not filed
Two Sigma Investments, LP	–	–	–	–	Not filed
Amundi	–	–	–	–	Not filed
Envestnet Asset Management Inc	–	–	–	–	Not filed
Congress Asset Management Co	–	–	–	–	Not filed
PFA Pension, Forsikringsaktieselskab	–	–	–	–	Not filed
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	–	–	–	–	Not filed
Sumitomo Mitsui Trust Holdings, Inc.	–	–	–	–	Not filed
Wells Fargo & Company	–	–	–	–	Not filed
Alliancebernstein L.P.	–	–	–	–	Not filed
Fisher Asset Management, LLC	–	–	–	–	Not filed
Vanguard Global Advisers, LLC	–	–	–	–	Not filed
Natixis Advisors, L.P.	–	–	–	–	Not filed
California Public Employees Retirement System	–	–	–	–	Not filed
D. E. Shaw & Co., Inc.	–	–	–	–	Not filed
Rhumbline Advisers	–	–	–	–	Not filed
National Pension Service	–	–	–	–	Not filed
New York State Common Retirement Fund	–	–	–	–	Not filed
Silvercrest Asset Management Group LLC	–	–	–	–	Not filed
Natixis	–	–	–	–	Not filed
Price T Rowe Associates Inc	–	–	–	–	Not filed
Jones Financial Companies LLLP	–	–	–	–	Not filed
Vanguard Asset Management, Ltd	–	–	–	–	Not filed
Clearbridge Investments, LLC	–	–	–	–	Not filed
Jump Financial, LLC	–	–	–	–	Not filed
Davis Asset Management, L.P.	–	–	–	–	Not filed
Prudential Financial Inc	–	–	–	–	Not filed
California State Teachers Retirement System	–	–	–	–	Not filed
Royal Bank of Canada	–	–	–	–	Not filed
Treasurer of the State of North Carolina	–	–	–	–	Not filed
TD Asset Management Inc	–	–	–	–	Not filed
Deroy & Devereaux Private Investment Counsel Inc	–	–	–	–	Not filed
Ameriprise Financial Inc	–	–	–	–	Not filed
Susquehanna Fundamental Investments, LLC	–	–	–	–	Not filed
Squarepoint Ops LLC	–	–	–	–	Not filed
Jane Street Group, LLC	–	–	–	–	Not filed
Connor, Clark & Lunn Investment Management Ltd.	–	–	–	–	Not filed
Caisse de Depot Et Placement du Quebec	–	–	–	–	Not filed
Russell Investments Group, Ltd.	–	–	–	–	Not filed
Bank of Montreal	–	–	–	–	Not filed
Woodline Partners LP	–	–	–	–	Not filed
SG Americas Securities, LLC	–	–	–	–	Not filed
National Bank of Canada	–	–	–	–	Not filed
Millennium Management LLC	–	–	–	–	Not filed
Arbejdsmarkedets Tillaegspension	–	–	–	–	Not filed
Quantinno Capital Management LP	–	–	–	–	Not filed
Schroder Investment Management Group	–	–	–	–	Not filed
Federation des caisses Desjardins du Quebec	–	–	–	–	Not filed
Sterling Capital Management LLC	–	–	–	–	Not filed