Skip to main content

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, Q4 2024

Institutional positions in Raymond James Financial Inc as of Dec 31, 2024. 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
840
+89 vs. Q3 2024
Shares held
153.6M
−1.54M (−1.0%) vs. Q3 2024
Total value
$23.9B
+$4.86B (+25.6%) vs. Q3 2024
New holders
140
273 more added
Sold out
51
299 more reduced

17 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2024: 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 holdersQ4 2024: 840 institutions
Q1 2021: 552 institutionsQ2 2021: 565 institutionsQ3 2021: 583 institutionsQ4 2021: 638 institutionsQ1 2022: 664 institutionsQ2 2022: 657 institutionsQ3 2022: 666 institutionsQ4 2022: 701 institutionsQ1 2023: 664 institutionsQ2 2023: 644 institutionsQ3 2023: 658 institutionsQ4 2023: 720 institutionsQ1 2024: 729 institutionsQ2 2024: 751 institutionsQ3 2024: 768 institutionsQ4 2024: 840 institutionsQ1 2025: 858 institutionsQ2 2025: 857 institutionsQ3 2025: 894 institutionsQ4 2025: 936 institutionsQ1 2026: 925 institutionsQ2 2026: 904 institutions
Value heldQ4 2024: $23.9B
Q1 2021: $12.3BQ2 2021: $13.2BQ3 2021: $14.0BQ4 2021: $15.5BQ1 2022: $17.3BQ2 2022: $14.3BQ3 2022: $16.1BQ4 2022: $17.5BQ1 2023: $14.8BQ2 2023: $16.5BQ3 2023: $15.7BQ4 2023: $17.4BQ1 2024: $19.9BQ2 2024: $18.9BQ3 2024: $19.1BQ4 2024: $23.9BQ1 2025: $21.8BQ2 2025: $23.8BQ3 2025: $26.0BQ4 2025: $24.6BQ1 2026: $22.0BQ2 2026: $23.1B
Institutions holding RJF and their total value by quarter
QuarterHoldersValue
Q2 2026904$23.1B
Q1 2026925$22.0B
Q4 2025936$24.6B
Q3 2025894$26.0B
Q2 2025857$23.8B
Q1 2025858$21.8B
Q4 2024840$23.9B
Q3 2024768$19.1B
Q2 2024751$18.9B
Q1 2024729$19.9B
Q4 2023720$17.4B
Q3 2023658$15.7B
Q2 2023644$16.5B
Q1 2023664$14.8B
Q4 2022701$17.5B
Q3 2022666$16.1B
Q2 2022657$14.3B
Q1 2022664$17.3B
Q4 2021638$15.5B
Q3 2021583$14.0B
Q2 2021565$13.2B
Q1 2021552$12.3B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Raymond James Financial Inc; share changes are against Q3 2024.

Institutions holding RJF in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Lazard Asset Management LLC5$00.00%+4+400.0%Added
Wood Tarver Financial Group, LLC3$00.00%+3New
DHJJ Financial Advisors, Ltd.0$180.00%0Unchanged
Sandy Spring Bank0$510.00%0Unchanged
Y.D. More Investments Ltd232$990.00%+127+121.0%Added
Clear Street Markets LLC1$1550.00%00.0%Unchanged
Cape Investment Advisory, Inc.1$1550.00%+1New
West Branch Capital LLC1$1560.00%00.0%Unchanged
CoreCap Advisors, LLC2$3110.00%00.0%Unchanged
Hexagon Capital Partners LLC2$3110.00%+2New
Winnow Wealth LLC3$4580.00%+3New
Principia Wealth Advisory, LLC3$4660.00%+3New
WestEnd Advisors, LLC4$6210.00%+1+33.3%Added
Transce3nd, LLC4$6210.00%+4New
Redwood Park Advisors LLC4$6220.00%+4New
Old Second National Bank of Aurora5$7770.00%+5New
Parkworth Wealth Management, Inc.5$7770.00%+5New
MPWM Advisory Solutions, LLC5$7770.00%+5New
Riverview Trust Co6$9320.00%00.0%Unchanged
West Paces Advisors Inc.6$9320.00%00.0%Unchanged
Highline Wealth Partners LLC6$9320.00%+6New
NewSquare Capital LLC7$1.09K0.00%+7New
Valued Wealth Advisors LLC8$1.24K0.00%00.0%Unchanged
AdvisorNet Financial, Inc9$1.40K0.00%−42−82.4%Reduced
Continuum Advisory, LLC9$1.40K0.00%00.0%Unchanged
TFC Financial Management9$1.40K0.00%00.0%Unchanged
NVWM, LLC9$1.40K0.00%00.0%Unchanged
Geneos Wealth Management Inc.9$1.40K0.00%00.0%Unchanged
Fuller & Thaler Asset Management, Inc.11$1.71K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC11$1.71K0.00%+11New
Bogart Wealth, LLC13$2.02K0.00%+13New
Clark Wealth Partners13$2.02K0.00%+13New
Crowley Wealth Management, Inc.14$2.17K0.00%+14New
Truvestments Capital LLC15$2.33K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd16$2.48K0.00%00.0%Unchanged
Sachetta, LLC17$2.64K0.00%−27−61.4%Reduced
SBI Securities Co., Ltd.17$2.64K0.00%+17New
True Wealth Design, LLC17$2.64K0.00%+17New
New Millennium Group LLC17$2.65K0.00%−2−10.5%Reduced
Jackson, Grant Investment Advisers, Inc.18$2.80K0.00%00.0%Unchanged
Spire Wealth Management18$2.81K0.00%00.0%Unchanged
Sierra Ocean, LLC18$2.81K0.00%+18New
FLP Wealth Management, LLC19$2.92K0.01%+19New
Albion Financial Group19$2.95K0.00%00.0%Unchanged
SJS Investment Consulting Inc.21$3.26K0.00%−5−19.2%Reduced
Cullen/Frost Bankers, Inc.24$3.73K0.00%−32−57.1%Reduced
Raffa Wealth Management, LLC27$4.19K0.00%−3−10.0%Reduced
Dunhill Financial, LLC28$4.34K0.00%+11+64.7%Added
Kestra Investment Management, LLC28$4.37K0.00%+28New
DiNuzzo Private Wealth, Inc.29$4.50K0.00%00.0%Unchanged
Asset Dedication, LLC30$4.66K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.30$4.66K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC31$4.82K0.00%00.0%Unchanged
North Star Investment Management Corp.32$4.97K0.00%+32New
WealthTrak Capital Management LLC32$4.97K0.00%+32New
Avion Wealth33$5.00K0.00%+2+6.5%Added
MB, Levis & Associates, LLC33$5.13K0.00%+33New
Abound Wealth Management33$5.13K0.00%+5+17.9%Added
McIlrath & Eck, LLC33$5.18K0.00%00.0%Unchanged
Trust Co of Vermont34$5.28K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.34$5.30K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC36$5.59K0.00%+5+16.1%Added
South Plains Financial, Inc.36$5.59K0.00%+36New
Washington Trust Advisors, Inc.37$5.70K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC38$5.90K0.00%+38New
Financial Management Professionals, Inc.39$6.06K0.00%+7+21.9%Added
Kayne Anderson Rudnick Investment Management LLC40$6.21K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC45$6.87K0.01%+45New
FSA Wealth Management LLC45$6.99K0.00%00.0%Unchanged
Capital Analysts, LLC48$7.00K0.00%+16+50.0%Added
Washington Trust Co50$7.73K0.00%−2−3.8%Reduced
R Squared Ltd50$7.77K0.01%+50New
Creative Financial Designs Inc50$7.77K0.00%00.0%Unchanged
Aspect Partners, LLC51$7.92K0.00%−6−10.5%Reduced
Creekmur Asset Management LLC56$8.70K0.00%00.0%Unchanged
Pacific Center for Financial Services58$9.01K0.00%00.0%Unchanged
Harbour Investments, Inc.59$9.16K0.00%+1+1.7%Added
Anchor Investment Management, LLC61$9.47K0.00%00.0%Unchanged
Key Financial Inc62$9.63K0.00%00.0%Unchanged
First Financial Corp63$9.79K0.00%00.0%Unchanged
Meeder Asset Management Inc65$10.1K0.00%−10−13.3%Reduced
Glen Eagle Advisors, LLC66$10.3K0.00%00.0%Unchanged
Larson Financial Group LLC70$10.9K0.00%−42−37.5%Reduced
Golden State Wealth Management, LLC75$11.7K0.00%+75New
Private Wealth Management Group, LLC78$12.1K0.00%+17+27.9%Added
Cornerstone Planning Group LLC74$12.5K0.00%−1−1.3%Reduced
Duncker Streett & Co Inc82$12.7K0.00%+82New
BOK Financial Private Wealth, Inc.84$13.0K0.00%+14+20.0%Added
Indiana Trust & Investment Management CO85$13.2K0.00%00.0%Unchanged
Fortitude Family Office, LLC103$16.0K0.01%00.0%Unchanged
South Dakota Investment Council100$16.0K0.00%−1,600−94.1%Reduced
Global X Japan Co., Ltd.108$16.8K0.00%+22+25.6%Added
MV Capital Management, Inc.111$17.2K0.00%−3−2.6%Reduced
Prestige Wealth Management Group LLC111$17.2K0.00%00.0%Unchanged
Raleigh Capital Management Inc.113$17.6K0.01%−10−8.1%Reduced
Rise Advisors, LLC113$17.6K0.01%00.0%Unchanged
Raiffeisen Bank International AG116$18.0K0.00%+116New
GW&K Investment Management, LLC114$18.0K0.00%+2+1.8%Added
Farmers & Merchants Investments Inc121$18.8K0.00%00.0%Unchanged
Quent Capital, LLC121$18.8K0.00%00.0%Unchanged