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 |
|---|---|---|---|---|---|
| QRG Capital Management, Inc. | 39,488 | $6.00M | 0.05% | +4,435+12.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 40,277 | $5.96M | 0.01% | +3,168+8.5% | Added |
| Captrust Financial Advisors | 38,778 | $5.90M | 0.01% | +926+2.4% | Added |
| Cahaba Wealth Management, Inc. | 38,562 | $5.86M | 0.35% | −20.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 38,309 | $5.82M | 0.03% | −2,552−6.2% | Reduced |
| SEB Asset Management AB | 38,222 | $5.81M | 0.02% | +139+0.4% | Added |
| Pathstone Holdings, LLC | 36,657 | $5.58M | 0.02% | +500+1.4% | Added |
| Retirement Systems of Alabama | 36,437 | $5.54M | 0.02% | −813−2.2% | Reduced |
| Systematic Financial Management LP | 35,626 | $5.42M | 0.11% | +7,140+25.1% | Added |
| Oppenheimer Asset Management Inc. | 34,485 | $5.24M | 0.05% | +348+1.0% | Added |
| Aquatic Capital Management LLC | 34,285 | $5.21M | 0.18% | +34,285 | New |
| Bridgewater Associates, LP | 34,074 | $5.18M | 0.02% | +4,260+14.3% | Added |
| OP Asset Management Ltd | 33,527 | $5.10M | 0.05% | +802+2.5% | Added |
| USS Investment Management Ltd | 33,238 | $5.05M | 0.02% | +91+0.3% | Added |
| Thornburg Investment Management Inc | 33,203 | $5.05M | 0.05% | +33,203 | New |
| Eurizon Capital SGR S.p.A. | 33,190 | $5.03M | 0.01% | +3,497+11.8% | Added |
| Daiwa Securities Group Inc. | 32,698 | $4.97M | 0.01% | +199+0.6% | Added |
| Quantbot Technologies LP | 32,510 | $4.94M | 0.19% | −18,548−36.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 32,432 | $4.93M | 0.14% | +1,955+6.4% | Added |
| MML Investors Services, LLC | 32,258 | $4.90M | 0.01% | +7,752+31.6% | Added |
| DekaBank Deutsche Girozentrale | 33,882 | $4.89M | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 32,026 | $4.87M | 0.01% | +7,633+31.3% | Added |
| JustInvest LLC | 31,822 | $4.84M | 0.04% | +487+1.6% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 31,074 | $4.72M | 0.04% | +340+1.1% | Added |
| Assenagon Asset Management S.A. | 30,948 | $4.71M | 0.01% | +912+3.0% | Added |
| Kestra Advisory Services, LLC | 30,673 | $4.66M | 0.02% | +739+2.5% | Added |
| Edgestream Partners, L.P. | 30,491 | $4.64M | 0.14% | +28,793+1,695.7% | Added |
| Commonwealth Equity Services, LLC | 30,394 | $4.62M | 0.01% | −1,538−4.8% | Reduced |
| Amalgamated Bank | 30,043 | $4.57M | 0.03% | −2,716−8.3% | Reduced |
| Access Investment Management LLC | 29,960 | $4.55M | 1.17% | +244+0.8% | Added |
| Xponance, Inc. | 29,754 | $4.52M | 0.03% | −391−1.3% | Reduced |
| Gateway Investment Advisers LLC | 29,657 | $4.51M | 0.04% | +22,498+314.3% | Added |
| Pensionmark Financial Group, LLC | 30,790 | $4.46M | 0.07% | +10.0% | Added |
| KBC Group NV | 29,200 | $4.44M | 0.01% | −7,322−20.0% | Reduced |
| CI Private Wealth, LLC | 29,161 | $4.43M | 0.01% | −7,993−21.5% | Reduced |
| Summit Trail Advisors, LLC | 28,710 | $4.36M | 0.05% | +1,767+6.6% | Added |
| United Asset Strategies, Inc. | 28,607 | $4.35M | 0.31% | +12,207+74.4% | Added |
| Dean Investment Associates, LLC | 28,568 | $4.34M | 0.57% | +496+1.8% | Added |
| Cardinal Capital Management | 28,509 | $4.33M | 0.52% | −105−0.4% | Reduced |
| Mizuho Markets Cayman LP | 28,354 | $4.31M | 0.16% | +28,354 | New |
| NEOS Investment Management LLC | 28,288 | $4.29M | 0.02% | −1,116−3.8% | Reduced |
| Rakuten Investment Management, Inc. | 28,595 | $4.26M | 0.01% | +1,954+7.3% | Added |
| Macquarie Group Ltd | 27,727 | $4.21M | 0.02% | −3,928−12.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 27,105 | $4.12M | 0.01% | −116,539−81.1% | Reduced |
| Omers Administration Corp | 26,900 | $4.09M | 0.02% | +3,225+13.6% | Added |
| Utah Retirement Systems | 26,833 | $4.08M | 0.04% | −2,149−7.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 26,720 | $4.06M | 0.03% | −712−2.6% | Reduced |
| British Columbia Investment Management Corp | 26,599 | $4.04M | 0.03% | +742+2.9% | Added |
| Buckhead Capital Management LLC | 26,258 | $3.99M | 1.37% | −112−0.4% | Reduced |
| Neuberger Berman Group LLC | 26,205 | $3.98M | 0.00% | −770−2.9% | Reduced |
| New York Life Investment Management LLC | 25,949 | $3.95M | 0.03% | −209−0.8% | Reduced |
| Concurrent Investment Advisors, LLC | 25,458 | $3.87M | 0.03% | −1,207−4.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 25,439 | $3.87M | 0.02% | −1,425−5.3% | Reduced |
| Wealthfront Advisers LLC | 25,439 | $3.87M | 0.01% | +1,859+7.9% | Added |
| Nordea Investment Management AB | 25,271 | $3.85M | 0.00% | +141+0.6% | Added |
| Janney Montgomery Scott LLC | 25,147 | $3.82M | 0.01% | −893−3.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,987 | $3.80M | 0.03% | +955+4.0% | Added |
| Colony Group, LLC | 24,941 | $3.79M | 0.00% | −2,367−8.7% | Reduced |
| Dana Investment Advisors, Inc. | 24,851 | $3.78M | 0.10% | −155−0.6% | Reduced |
| Cullen Investment Group, Ltd. | 24,000 | $3.65M | 0.44% | +47+0.2% | Added |
| Nissay Asset Management Corp | 23,840 | $3.62M | 0.02% | −298−1.2% | Reduced |
| GWM Advisors LLC | 23,772 | $3.61M | 0.01% | −7,248−23.4% | Reduced |
| Cerity Partners LLC | 23,044 | $3.50M | 0.00% | −710−3.0% | Reduced |
| Jupiter Topco LLC | 22,422 | $3.41M | 0.00% | +22,422 | New |
| XTX Topco Ltd | 22,336 | $3.40M | 0.04% | −36,567−62.1% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 22,095 | $3.36M | 1.05% | −307−1.4% | Reduced |
| Johnson Financial Group, LLC | 21,982 | $3.34M | 0.18% | +21,982 | New |
| Schneider Downs Wealth Management Advisors, LP | 21,840 | $3.32M | 0.31% | +294+1.4% | Added |
| Ethic Inc. | 21,644 | $3.29M | 0.04% | +1,163+5.7% | Added |
| Siemens Fonds Invest GmbH | 21,586 | $3.28M | 0.16% | −212−1.0% | Reduced |
| Oregon Public Employees Retirement Fund | 21,380 | $3.25M | 0.04% | +1,300+6.5% | Added |
| Kaydan Wealth Management, Inc. | 21,175 | $3.22M | 0.98% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 20,868 | $3.17M | 0.10% | −28,480−57.7% | Reduced |
| ExodusPoint Capital Management, LP | 20,756 | $3.16M | 0.03% | +20,756 | New |
| Trexquant Investment LP | 20,698 | $3.15M | 0.02% | +20,698 | New |
| UniSuper Management Pty Ltd | 20,097 | $3.06M | 0.02% | −6,380−24.1% | Reduced |
| Gotham Asset Management, LLC | 19,598 | $2.98M | 0.01% | −143−0.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 19,412 | $2.95M | 0.03% | +1,047+5.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 19,164 | $2.91M | 0.01% | +259+1.4% | Added |
| Center for Financial Planning, Inc. | 19,124 | $2.91M | 0.27% | 00.0% | Unchanged |
| Carl Stuart Investment Advisor, Inc | 19,115 | $2.91M | 1.17% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 19,055 | $2.90M | 1.57% | −284−1.5% | Reduced |
| Sanctuary Advisors, LLC | 18,616 | $2.83M | 0.01% | +477+2.6% | Added |
| Bank of Nova Scotia | 18,509 | $2.81M | 0.00% | −6,846−27.0% | Reduced |
| MAI Capital Management | 18,485 | $2.81M | 0.01% | −1,323−6.7% | Reduced |
| Atria Investments LLC | 18,380 | $2.79M | 0.03% | −716−3.7% | Reduced |
| HighTower Advisors, LLC | 18,281 | $2.78M | 0.00% | −2,024−10.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 18,271 | $2.78M | 0.05% | −972−5.1% | Reduced |
| Mediolanum International Funds Ltd | 18,530 | $2.76M | 0.02% | +3,003+19.3% | Added |
| Brinker Capital Investments, LLC | 18,065 | $2.75M | 0.02% | +970+5.7% | Added |
| Sovereign's Capital Management, LLC | 17,976 | $2.73M | 1.83% | −215−1.2% | Reduced |
| Mutual of America Capital Management LLC | 17,909 | $2.72M | 0.03% | −749−4.0% | Reduced |
| Empowered Funds, LLC | 17,815 | $2.70M | 0.01% | −5,547−23.7% | Reduced |
| Hancock Whitney Corp | 17,743 | $2.70M | 0.04% | −398−2.2% | Reduced |
| Logan Capital Management Inc | 17,729 | $2.70M | 0.10% | +17,729 | New |
| Yousif Capital Management, LLC | 17,560 | $2.67M | 0.03% | −913−4.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 17,477 | $2.66M | 0.00% | +571+3.4% | Added |
| Wellspring Financial Advisors, LLC | 17,368 | $2.64M | 0.17% | −40.0% | Reduced |
| Public Employees Retirement Association of Colorado | 17,101 | $2.60M | 0.01% | −685−3.9% | Reduced |
| Jefferies Financial Group Inc. | 17,095 | $2.60M | 0.02% | +15,279+841.4% | Added |