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 |
|---|---|---|---|---|---|
| Moseley Investment Management Inc | 1,425 | $221.3K | 0.09% | +1,425 | New |
| EP Wealth Advisors, LLC | 1,428 | $221.8K | 0.00% | +1,428 | New |
| Kooman & Associates | 1,428 | $221.8K | 0.08% | +1,428 | New |
| Oak Harbor Wealth Partners, LLC | 1,430 | $222.1K | 0.06% | +1,430 | New |
| HB Wealth Management, LLC | 1,434 | $222.7K | 0.00% | +1,434 | New |
| Dorsey & Whitney Trust CO LLC | 1,443 | $224.1K | 0.01% | +1,443 | New |
| Bayforest Capital Ltd | 1,449 | $225.1K | 0.28% | +1,449 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,451 | $225.4K | 0.03% | −660−31.3% | Reduced |
| Quantitative Investment Management, LLC | 1,460 | $226.0K | 0.02% | −1,519−51.0% | Reduced |
| David Loasby | 1,478 | $227.9K | 0.02% | +1,478 | New |
| Prospera Financial Services Inc | 1,489 | $231.3K | 0.01% | +1,489 | New |
| Integrated Advisors Network LLC | 1,494 | $232.1K | 0.01% | +1,494 | New |
| Brown Advisory Inc | 1,504 | $233.6K | 0.00% | +1,504 | New |
| Deane Retirement Strategies, Inc. | 1,507 | $234.1K | 0.12% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 1,514 | $235.2K | 0.08% | −796−34.5% | Reduced |
| Prelude Capital Management, LLC | 1,522 | $236.4K | 0.02% | +1,522 | New |
| Winebrenner Capital Management LLC | 1,524 | $236.7K | 0.18% | +1,524 | New |
| Stephenson National Bank & Trust | 1,549 | $240.6K | 0.08% | −105−6.3% | Reduced |
| Acadian Asset Management LLC | 1,554 | $241.0K | 0.00% | +1,554 | New |
| Eldridge Investment Advisors, Inc. | 1,563 | $243.0K | 0.06% | +1,563 | New |
| RBA Wealth Management, LLC | 1,567 | $243.4K | 0.09% | +1,567 | New |
| Longboard Asset Management, LP | 1,576 | $244.8K | 0.65% | +1,576 | New |
| Carson Advisory Inc. | 1,582 | $245.8K | 0.17% | +1,582 | New |
| Sagespring Wealth Partners, LLC | 1,586 | $246.4K | 0.01% | +1,586 | New |
| Aspire Growth Partners LLC | 1,602 | $248.9K | 0.24% | +1,602 | New |
| Great Lakes Advisors, LLC | 1,607 | $249.6K | 0.00% | +1,607 | New |
| Catalyst Capital Advisors LLC | 1,610 | $250.1K | 0.01% | −1,646−50.6% | Reduced |
| Boston Private Wealth LLC | 1,638 | $254.4K | 0.00% | +1,638 | New |
| Meeder Advisory Services, Inc. | 1,656 | $257.3K | 0.02% | −60−3.5% | Reduced |
| Mather Group, LLC. | 1,673 | $259.9K | 0.00% | +150+9.8% | Added |
| Edmp, Inc. | 1,741 | $270.4K | 0.26% | −442−20.2% | Reduced |
| Berkshire Asset Management LLC | 1,592 | $274.8K | 0.01% | +1,592 | New |
| Stevens Capital Management LP | 1,775 | $276.0K | 0.11% | +1,775 | New |
| Central Bank & Trust Co | 1,780 | $276.5K | 0.04% | −27−1.5% | Reduced |
| Ameritas Investment Partners, Inc. | 1,783 | $277.0K | 0.01% | −94−5.0% | Reduced |
| Central Trust Co | 1,787 | $277.6K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,798 | $279.3K | 0.08% | −29−1.6% | Reduced |
| First Bank & Trust | 1,807 | $280.7K | 0.05% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,817 | $282.3K | 0.01% | +13+0.7% | Added |
| Dynamic Advisor Solutions LLC | 1,828 | $284.0K | 0.01% | −688−27.3% | Reduced |
| Southeast Asset Advisors Inc. | 1,846 | $286.7K | 0.04% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 1,856 | $288.3K | 0.03% | −137−6.9% | Reduced |
| Schechter Investment Advisors, LLC | 1,860 | $288.9K | 0.02% | −66−3.4% | Reduced |
| Morningstar Investment Management LLC | 1,859 | $289.0K | 0.02% | 00.0% | Unchanged |
| Wedmont Private Capital | 1,876 | $289.3K | 0.02% | +107+6.0% | Added |
| Allred Capital Management, LLC | 1,874 | $291.1K | 0.11% | +4+0.2% | Added |
| Novare Capital Management LLC | 1,880 | $292.0K | 0.02% | −200−9.6% | Reduced |
| Exchange Traded Concepts, LLC | 1,909 | $296.5K | 0.01% | −660−25.7% | Reduced |
| Dynasty Wealth Management, LLC | 1,923 | $298.6K | 0.01% | +158+9.0% | Added |
| Synovus Financial Corp | 1,955 | $303.7K | 0.00% | +19+1.0% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,961 | $304.6K | 0.04% | −964−33.0% | Reduced |
| Cigna Investments Inc | 1,963 | $305.0K | 0.05% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 1,982 | $307.9K | 0.01% | +67+3.5% | Added |
| HighPoint Advisor Group LLC | 1,901 | $309.8K | 0.02% | +22+1.2% | Added |
| Principle Wealth Partners LLC | 2,000 | $310.7K | 0.02% | −225−10.1% | Reduced |
| Abn Amro Investment Solutions | 2,017 | $313.3K | 0.01% | +2,017 | New |
| Legacy Advisors, LLC | 2,024 | $314.4K | 0.03% | +65+3.3% | Added |
| Vise Technologies, Inc. | 2,031 | $315.5K | 0.03% | +2,031 | New |
| Financial Insights, Inc. | 2,061 | $320.1K | 0.12% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 2,088 | $324.4K | 0.09% | +2,088 | New |
| Principal Securities, Inc. | 2,092 | $324.9K | 0.01% | +142+7.3% | Added |
| Berry Wealth Group, LP | 2,099 | $326.0K | 0.24% | +6+0.3% | Added |
| Revolve Wealth Partners, LLC | 2,111 | $327.9K | 0.05% | +9+0.4% | Added |
| Pitcairn Co | 2,128 | $330.5K | 0.02% | −272−11.3% | Reduced |
| Stratos Wealth Advisors, LLC | 2,141 | $332.7K | 0.02% | −1,319−38.1% | Reduced |
| Simplicity Wealth,LLC | 2,151 | $334.1K | 0.07% | +274+14.6% | Added |
| Family Wealth Group, LLC | 2,163 | $336.0K | 0.26% | −93−4.1% | Reduced |
| Balyasny Asset Management LLC | 2,164 | $336.1K | 0.00% | −4,032−65.1% | Reduced |
| CIBC World Markets Inc. | 2,172 | $337.0K | 0.00% | −2,426−52.8% | Reduced |
| Cadent Capital Advisors, LLC | 2,175 | $337.8K | 0.12% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 2,181 | $338.8K | 0.05% | 00.0% | Unchanged |
| Proequities, Inc. | 2,016 | $343.7K | 0.02% | −175−8.0% | Reduced |
| Horizon Advisory Services, Inc. | 2,237 | $347.5K | 0.20% | +2,237 | New |
| Parallel Advisors, LLC | 2,252 | $349.9K | 0.01% | +286+14.5% | Added |
| Trust Asset Management LLC | 2,261 | $351.2K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 2,280 | $354.2K | 0.05% | −369−13.9% | Reduced |
| Ballentine Partners, LLC | 2,284 | $354.8K | 0.01% | +128+5.9% | Added |
| Lake Street Advisors Group, LLC | 2,304 | $357.9K | 0.02% | −90−3.8% | Reduced |
| Harbor Investment Advisory, LLC | 2,317 | $359.9K | 0.03% | 00.0% | Unchanged |
| Taika Capital, LP | 2,320 | $360.4K | 0.27% | +2,320 | New |
| CX Institutional | 2,323 | $360.8K | 0.01% | +66+2.9% | Added |
| Private Advisor Group, LLC | 2,327 | $361.6K | 0.00% | −250−9.7% | Reduced |
| Cornerstone Wealth Group, LLC | 2,334 | $362.5K | 0.03% | +11+0.5% | Added |
| Portside Wealth Group, LLC | 2,337 | $363.0K | 0.06% | −158−6.3% | Reduced |
| Savant Capital, LLC | 2,378 | $369.3K | 0.00% | +373+18.6% | Added |
| Morey & Quinn Wealth Partners, LLC | 2,392 | $371.5K | 0.32% | +2,392 | New |
| Catalyst Funds Management Pty Ltd | 2,400 | $372.8K | 0.09% | +2,000+500.0% | Added |
| Salem Investment Counselors Inc | 2,413 | $374.8K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 2,413 | $374.9K | 0.13% | −134−5.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2,423 | $376.4K | 0.14% | −9,028−78.8% | Reduced |
| Wealthcare Advisory Partners LLC | 2,431 | $377.6K | 0.01% | +2,431 | New |
| Joel Adams & Associates, Inc. | 2,431 | $377.6K | 0.34% | +2,431 | New |
| Jump Financial, LLC | 2,444 | $379.6K | 0.01% | −958−28.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,462 | $382.4K | 0.01% | −19−0.8% | Reduced |
| Howard Bailey Securities, LLC | 2,474 | $384.3K | 0.14% | −196−7.3% | Reduced |
| Rehmann Capital Advisory Group | 2,474 | $384.4K | 0.02% | +194+8.5% | Added |
| Drive Wealth Management, LLC | 2,482 | $385.5K | 0.09% | −14−0.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,490 | $386.8K | 0.11% | −44−1.7% | Reduced |
| Alliance Wealth Advisors, LLC | 2,491 | $386.9K | 0.10% | −185−6.9% | Reduced |
| Clarus Group, Inc. | 2,500 | $388.3K | 0.14% | 00.0% | Unchanged |