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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Raymond James Financial Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Smithfield Trust Co | 120 | $19.0K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 124 | $19.3K | 0.04% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 125 | $19.4K | 0.00% | +125 | New |
| Birchbrook, Inc. | 131 | $20.3K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 141 | $21.9K | 0.00% | +9+6.8% | Added |
| Princeton Global Asset Management LLC | 145 | $22.5K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 150 | $23.3K | 0.01% | +150 | New |
| First Community Trust NA | 163 | $25.3K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 166 | $25.8K | 0.00% | +106+176.7% | Added |
| Valley National Advisers Inc | 172 | $26.0K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 169 | $26.3K | 0.02% | +169 | New |
| TD Private Client Wealth LLC | 170 | $26.4K | 0.00% | −16−8.6% | Reduced |
| Hemington Wealth Management | 175 | $27.0K | 0.01% | +36+25.9% | Added |
| CarsonAllaria Wealth Management, Ltd. | 174 | $27.1K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 180 | $28.0K | 0.00% | −14−7.2% | Reduced |
| TD Waterhouse Canada Inc. | 184 | $28.6K | 0.00% | −65−26.1% | Reduced |
| Deseret Mutual Benefit Administrators | 192 | $29.8K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 203 | $31.5K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 208 | $32.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 228 | $35.4K | 0.01% | +54+31.0% | Added |
| Plato Investment Management Ltd | 236 | $36.8K | 0.00% | +217+1,142.1% | Added |
| Quarry LP | 237 | $36.8K | 0.01% | −183−43.6% | Reduced |
| Riggs Asset Managment Co. Inc. | 250 | $38.8K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 250 | $38.8K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 259 | $40.2K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 278 | $43.2K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 286 | $44.4K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 289 | $44.9K | 0.01% | −30−9.4% | Reduced |
| Operose Advisors LLC | 300 | $46.6K | 0.02% | −115−27.7% | Reduced |
| Johnson Financial Group, Inc. | 281 | $47.3K | 0.00% | −312−52.6% | Reduced |
| Covestor Ltd | 337 | $52.0K | 0.03% | +122+56.7% | Added |
| Mizuho Bank, Ltd. | 340 | $52.8K | 0.01% | +340 | New |
| Pinnacle Financial Partners Inc | 442 | $54.1K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 352 | $54.7K | 0.00% | −305−46.4% | Reduced |
| EverSource Wealth Advisors, LLC | 362 | $56.2K | 0.00% | +16+4.6% | Added |
| Laurel Wealth Advisors LLC | 364 | $56.5K | 0.01% | −9−2.4% | Reduced |
| Trust Co | 379 | $58.9K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 434 | $67.4K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 440 | $68.3K | 0.00% | +440 | New |
| Rothschild Investment LLC | 448 | $69.6K | 0.00% | +15+3.5% | Added |
| Assetmark, Inc | 453 | $70.4K | 0.00% | +138+43.8% | Added |
| Cromwell Holdings LLC | 464 | $72.1K | 0.04% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 465 | $72.2K | 0.05% | −236−33.7% | Reduced |
| Resources Management Corp | 472 | $73.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 474 | $73.6K | 0.01% | −3−0.6% | Reduced |
| Brown Brothers Harriman & Co | 482 | $74.9K | 0.00% | +459+1,995.7% | Added |
| Private Trust Co NA | 487 | $75.6K | 0.01% | +94+23.9% | Added |
| CVA Family Office, LLC | 490 | $76.1K | 0.01% | +34+7.5% | Added |
| MAI Capital Management | 490 | $76.2K | 0.00% | +490 | New |
| Loomis Sayles & Co L P | 495 | $77.0K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 500 | $77.7K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 526 | $82.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 550 | $85.4K | 0.00% | 00.0% | Unchanged |
| American National Bank | 575 | $89.3K | 0.01% | +575 | New |
| Parkside Financial Bank & Trust | 591 | $91.8K | 0.01% | +7+1.2% | Added |
| Massmutual Trust Co FSB | 593 | $92.1K | 0.00% | +8+1.4% | Added |
| Delta Asset Management LLC | 600 | $93.2K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 581 | $99.0K | 0.00% | +38+7.0% | Added |
| Skopos Labs, Inc. | 646 | $100.3K | 0.03% | +50+8.4% | Added |
| Addison Advisors LLC | 692 | $107.5K | 0.03% | +1+0.1% | Added |
| Sentry Investment Management LLC | 703 | $109.0K | 0.05% | −115−14.1% | Reduced |
| DT Investment Partners, LLC | 719 | $111.7K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 760 | $118.1K | 0.00% | −278−26.8% | Reduced |
| GeoWealth Management, LLC | 829 | $128.8K | 0.00% | +155+23.0% | Added |
| Arlington Trust Co LLC | 830 | $129.0K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 869 | $135.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 912 | $141.6K | 0.01% | −49−5.1% | Reduced |
| Kentucky Trust Co | 980 | $152.2K | 0.09% | +980 | New |
| Jones Financial Companies LLLP | 1,011 | $157.0K | 0.00% | +234+30.1% | Added |
| Ci Investments Inc. | 1,015 | $158.0K | 0.00% | +329+48.0% | Added |
| Park Place Capital Corp | 1,062 | $165.0K | 0.05% | −25−2.3% | Reduced |
| Capital A Wealth Management, LLC | 1,093 | $169.8K | 0.28% | +1,093 | New |
| Lindbrook Capital, LLC | 1,103 | $171.3K | 0.02% | −9−0.8% | Reduced |
| Bruce G. Allen Investments, LLC | 1,111 | $172.6K | 0.14% | −16−1.4% | Reduced |
| PSI Advisors, LLC | 1,157 | $179.7K | 0.05% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 1,174 | $182.4K | 0.12% | +1,174 | New |
| First Horizon Advisors, Inc. | 1,274 | $197.9K | 0.01% | −2−0.2% | Reduced |
| Sax Wealth Advisors, LLC | 1,290 | $200.4K | 0.02% | +1,290 | New |
| Pathway Financial Advisors LLC | 1,293 | $200.8K | 0.05% | +1,293 | New |
| Simon Quick Advisors, LLC | 1,312 | $203.8K | 0.01% | +1,312 | New |
| SeaCrest Wealth Management, LLC | 1,315 | $204.3K | 0.02% | +1,315 | New |
| AE Wealth Management LLC | 1,319 | $204.9K | 0.00% | +1,319 | New |
| Penserra Capital Management LLC | 1,337 | $206.0K | 0.00% | +433+47.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,332 | $206.8K | 0.01% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 1,340 | $208.1K | 0.01% | +1,340 | New |
| Evergreen Capital Management LLC | 1,341 | $208.3K | 0.01% | +1,341 | New |
| GTS Securities LLC | 1,350 | $209.7K | 0.01% | −1,980−59.5% | Reduced |
| Market Street Wealth Management Advisors LLC | 1,351 | $209.9K | 0.04% | +1,351 | New |
| PGGM Investments | 1,350 | $210.0K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 1,358 | $211.0K | 0.00% | +1,358 | New |
| Perigon Wealth Management, LLC | 1,281 | $211.3K | 0.01% | +1,281 | New |
| Ossiam | 1,375 | $213.6K | 0.00% | −7,627−84.7% | Reduced |
| FSM Wealth Advisors, LLC | 1,297 | $213.9K | 0.05% | +1,297 | New |
| Global Retirement Partners, LLC | 1,385 | $215.2K | 0.01% | −157−10.2% | Reduced |
| CFM Wealth Partners LLC | 1,387 | $215.4K | 0.04% | +1,387 | New |
| Verition Fund Management LLC | 1,389 | $215.8K | 0.00% | −2,846−67.2% | Reduced |
| Hamilton Capital Partners Inc. | 1,397 | $217.0K | 0.02% | −256−15.5% | Reduced |
| Fayez Sarofim & Co | 1,397 | $217.0K | 0.00% | +1,397 | New |
| Quadrant Capital Group LLC | 1,409 | $218.9K | 0.02% | −2−0.1% | Reduced |
| Advisory Services Network, LLC | 1,417 | $220.1K | 0.00% | +1,417 | New |