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, Q2 2026
Institutional positions in Raymond James Financial Inc as of Jun 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
- Institutional holders
- 904
- −13 vs. Q1 2026
- Shares held
- 151.8M
- +59.4K (0.0%) vs. Q1 2026
- Total value
- $23.1B
- +$1.11B (+5.1%) vs. Q1 2026
- New holders
- 75
- 332 more added
- Sold out
- 88
- 342 more reduced
8 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Raymond James Financial Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cahaba Wealth Management, Inc. | 38,562 | $5.86M | 0.35% | −20.0% | Reduced |
| Captrust Financial Advisors | 38,778 | $5.90M | 0.01% | +926+2.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 40,277 | $5.96M | 0.01% | +3,168+8.5% | Added |
| QRG Capital Management, Inc. | 39,488 | $6.00M | 0.05% | +4,435+12.7% | Added |
| Resources Investment Advisors, LLC. | 39,704 | $6.04M | 0.05% | −207−0.5% | Reduced |
| MetLife Investment Management | 39,731 | $6.04M | 0.03% | −1,300−3.2% | Reduced |
| Swedbank AB | 40,036 | $6.09M | 0.01% | +3,972+11.0% | Added |
| DnB Asset Management AS | 40,094 | $6.10M | 0.02% | +482+1.2% | Added |
| LMG Wealth Partners, LLC | 40,908 | $6.22M | 0.99% | +22+0.1% | Added |
| ProShare Advisors LLC | 40,939 | $6.22M | 0.01% | +4,004+10.8% | Added |
| Beacon Pointe Advisors, LLC | 41,317 | $6.28M | 0.03% | +13,213+47.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 41,369 | $6.29M | 0.01% | +3,646+9.7% | Added |
| Lord, Abbett & Co. LLC | 42,022 | $6.39M | 0.02% | +199+0.5% | Added |
| Storebrand Asset Management AS | 42,483 | $6.46M | 0.02% | −278−0.7% | Reduced |
| Palmer Knight Co | 42,771 | $6.50M | 2.50% | −1,010−2.3% | Reduced |
| Susquehanna International Group, LLP | 42,903 | $6.52M | 0.01% | +20,286+89.7% | Added |
| Ancora Advisors, LLC | 42,992 | $6.54M | 0.13% | −589−1.4% | Reduced |
| Numerai GP LLC | 44,497 | $6.76M | 0.55% | −5,713−11.4% | Reduced |
| Man Group plc | 45,645 | $6.94M | 0.01% | −5,454−10.7% | Reduced |
| State of Michigan Retirement System | 46,244 | $7.03M | 0.03% | −1,500−3.1% | Reduced |
| IFM Investors Pty Ltd | 46,626 | $7.09M | 0.05% | +7,203+18.3% | Added |
| New England Professional Planning Group Inc. | 46,999 | $7.15M | 2.67% | +165+0.4% | Added |
| Hantz Financial Services, Inc. | 47,491 | $7.22M | 0.10% | −4,207−8.1% | Reduced |
| Morningstar Investment Management LLC | 50,079 | $7.25M | 0.45% | 00.0% | Unchanged |
| Van Eck Associates Corp | 48,307 | $7.34M | 0.00% | +28,280+141.2% | Added |
| Greenfield Seitz Capital Management, LLC | 49,210 | $7.48M | 2.23% | −701−1.4% | Reduced |
| Czech National Bank | 49,369 | $7.51M | 0.04% | +1,597+3.3% | Added |
| Public Sector Pension Investment Board | 49,507 | $7.53M | 0.02% | −375−0.8% | Reduced |
| Burney Co | 49,847 | $7.58M | 0.20% | −572−1.1% | Reduced |
| Rafferty Asset Management, LLC | 50,523 | $7.68M | 0.02% | +7,876+18.5% | Added |
| Korea Investment CORP | 50,606 | $7.69M | 0.01% | −100,424−66.5% | Reduced |
| Arizona State Retirement System | 50,857 | $7.73M | 0.04% | −98−0.2% | Reduced |
| Resona Asset Management Co.,Ltd. | 51,940 | $7.86M | 0.04% | −8,034−13.4% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 52,012 | $7.91M | 0.04% | +7,158+16.0% | Added |
| Mn Services Vermogensbeheer B.V. | 52,013 | $7.91M | 0.06% | −22,900−30.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 52,139 | $7.93M | 0.04% | +9,700+22.9% | Added |
| Private Capital Management, LLC | 52,798 | $8.03M | 0.73% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 53,153 | $8.08M | 0.18% | −1,632−3.0% | Reduced |
| Cetera Investment Advisers | 53,626 | $8.15M | 0.01% | −615−1.1% | Reduced |
| CWA Asset Management Group, LLC | 53,655 | $8.16M | 0.25% | −64−0.1% | Reduced |
| Warren Averett Asset Management, LLC | 54,515 | $8.29M | 0.05% | +2,317+4.4% | Added |
| Fifth Third Bancorp | 54,846 | $8.34M | 0.01% | −2,124−3.7% | Reduced |
| Nykredit A/S | 55,677 | $8.46M | 0.03% | +55,677 | New |
| State of New Jersey Common Pension Fund D | 57,403 | $8.73M | 0.03% | −4,498−7.3% | Reduced |
| US Bancorp | 60,265 | $9.16M | 0.01% | +1,833+3.1% | Added |
| Swiss Life Asset Management Ltd | 60,389 | $9.18M | 0.04% | +18,238+43.3% | Added |
| CIBC Asset Management Inc | 61,549 | $9.36M | 0.02% | +16,699+37.2% | Added |
| Stifel Financial Corp | 61,871 | $9.41M | 0.01% | −1,744−2.7% | Reduced |
| Peterson Wealth Services | 62,013 | $9.43M | 2.06% | +152+0.2% | Added |
| State of Tennessee, Treasury Department | 62,602 | $9.52M | 0.03% | −642−1.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 62,643 | $9.52M | 0.02% | −49,067−43.9% | Reduced |
| Handelsbanken Fonder AB | 63,919 | $9.72M | 0.03% | −5,320−7.7% | Reduced |
| Am Investment Strategies LLC | 64,063 | $9.74M | 1.87% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 64,263 | $9.77M | 0.02% | −481−0.7% | Reduced |
| Credit Agricole S A | 64,553 | $9.81M | 0.02% | +1,789+2.9% | Added |
| Nemes Rush Group LLC | 65,329 | $9.93M | 0.82% | −2,146−3.2% | Reduced |
| 1248 Management, LLC | 65,770 | $10.0M | 3.91% | +65,770 | New |
| FIL Ltd | 65,860 | $10.0M | 0.01% | −60,612−47.9% | Reduced |
| Los Angeles Capital Management LLC | 67,260 | $10.2M | 0.04% | −270,742−80.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 71,360 | $10.8M | 0.02% | −13,283−15.7% | Reduced |
| Voya Investment Management LLC | 71,472 | $10.9M | 0.01% | +32,981+85.7% | Added |
| KLP Kapitalforvaltning AS | 73,178 | $11.1M | 0.04% | +2,900+4.1% | Added |
| Capital Fund Management S.A. | 74,360 | $11.3M | 0.08% | +63,630+593.0% | Added |
| Renaissance Technologies LLC | 77,337 | $11.8M | 0.02% | +77,337 | New |
| Asset Management One Co.,Ltd. | 77,848 | $11.8M | 0.03% | −2,054−2.6% | Reduced |
| Advisor Group Holdings, Inc. | 78,480 | $11.9M | 0.01% | +8,405+12.0% | Added |
| Mackenzie Financial Corp | 80,180 | $12.2M | 0.01% | +37,210+86.6% | Added |
| Vanguard Investments Australia, Ltd. | 82,370 | $12.5M | 0.03% | −3,774−4.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 83,746 | $12.7M | 0.03% | −2,668−3.1% | Reduced |
| Allianz Asset Management GmbH | 84,146 | $12.8M | 0.01% | −21,326−20.2% | Reduced |
| Creative Planning | 84,488 | $12.8M | 0.01% | +22,416+36.1% | Added |
| Premier Fund Managers Ltd | 86,521 | $12.9M | 1.17% | −88,981−50.7% | Reduced |
| Manufacturers Life Insurance Company, The | 88,193 | $13.4M | 0.01% | −5,409−5.8% | Reduced |
| Nisa Investment Advisors, LLC | 90,324 | $13.7M | 0.04% | −18,645−17.1% | Reduced |
| Toronto Dominion Bank | 91,789 | $14.0M | 0.02% | −14,219−13.4% | Reduced |
| Geneva Capital Management LLC | 92,250 | $14.0M | 0.32% | −6,907−7.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 94,253 | $14.3M | 0.03% | +10,014+11.9% | Added |
| Capital Wealth Planning, LLC | 94,260 | $14.3M | 0.07% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 97,918 | $14.9M | 0.04% | +89+0.1% | Added |
| Pinnacle Associates Ltd | 98,433 | $15.0M | 0.16% | −4,874−4.7% | Reduced |
| Bragg Financial Advisors, Inc | 98,827 | $15.0M | 0.40% | +2,358+2.4% | Added |
| Pictet Asset Management Holding SA | 99,026 | $15.1M | 0.01% | −6,473−6.1% | Reduced |
| CBOE Vest Financial, LLC | 99,512 | $15.1M | 0.16% | −68,846−40.9% | Reduced |
| Voleon Capital Management LP | 102,070 | $15.5M | 0.28% | +66,806+189.4% | Added |
| LPL Financial LLC | 102,930 | $15.6M | 0.00% | +1,401+1.4% | Added |
| Gillespie Robinson & Grimm Inc | 103,748 | $15.8M | 1.01% | −4,412−4.1% | Reduced |
| Basswood Capital Management, L.L.C. | 108,544 | $16.5M | 0.71% | −95,361−46.8% | Reduced |
| Great West Life Assurance Co | 110,617 | $16.8M | 0.03% | +339+0.3% | Added |
| State of Wisconsin Investment Board | 110,586 | $16.8M | 0.03% | −5,608−4.8% | Reduced |
| CIBC Bancorp USA Inc. | 112,635 | $17.1M | 0.02% | +59,433+111.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 117,129 | $17.8M | 0.02% | −182,837−61.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 120,953 | $18.4M | 0.01% | +120,953 | New |
| Artisan Partners Limited Partnership | 129,620 | $19.7M | 0.03% | −66,046−33.8% | Reduced |
| Royal London Asset Management Ltd | 131,269 | $19.9M | 0.04% | −111−0.1% | Reduced |
| Philo Smith Capital Corp | 131,950 | $20.1M | 5.45% | −800−0.6% | Reduced |
| Standard Life Aberdeen plc | 132,480 | $20.1M | 0.03% | +19,294+17.0% | Added |
| Illinois Municipal Retirement Fund | 134,745 | $20.5M | 0.23% | −19,399−12.6% | Reduced |
| Truist Financial Corp | 135,531 | $20.6M | 0.02% | −7,696−5.4% | Reduced |
| Danske Bank A/S | 141,545 | $21.5M | 0.04% | −16,965−10.7% | Reduced |
| Nicholas Company, Inc. | 148,965 | $22.6M | 0.41% | −5,875−3.8% | Reduced |