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 |
|---|---|---|---|---|---|
| Horizon Investments, LLC | 2,533 | $392.2K | 0.01% | +19+0.8% | Added |
| Calton & Associates, Inc. | 2,550 | $396.1K | 0.18% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 2,553 | $396.5K | 0.03% | +9+0.4% | Added |
| Bleakley Financial Group, LLC | 2,585 | $401.5K | 0.01% | +2+0.1% | Added |
| Ostrum Asset Management | 2,609 | $405.3K | 0.04% | −108−4.0% | Reduced |
| Evercore Wealth Management, LLC | 2,628 | $408.2K | 0.01% | −100−3.7% | Reduced |
| Cresset Asset Management, LLC | 2,642 | $410.4K | 0.00% | −12,743−82.8% | Reduced |
| Phillips Wealth Planners LLC | 2,672 | $412.1K | 0.41% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 2,657 | $412.7K | 0.02% | −56−2.1% | Reduced |
| GAMMA Investing LLC | 2,661 | $413.3K | 0.04% | +1,166+78.0% | Added |
| IFP Advisors, Inc | 2,661 | $413.4K | 0.01% | −1,342−33.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,661 | $413.4K | 0.03% | −127−4.6% | Reduced |
| Fulton Bank, N.A. | 2,667 | $414.3K | 0.02% | +17+0.6% | Added |
| Level Four Advisory Services, LLC | 2,676 | $415.7K | 0.02% | +157+6.2% | Added |
| Checchi Capital Advisers, LLC | 2,680 | $416.3K | 0.03% | −21−0.8% | Reduced |
| AXA S.A. | 2,700 | $419.4K | 0.00% | +142+5.6% | Added |
| MUFG Securities Americas Inc. | 2,701 | $419.5K | 0.05% | +2,701 | New |
| Profund Advisors LLC | 2,728 | $423.7K | 0.02% | −333−10.9% | Reduced |
| Colonial Trust Co | 2,735 | $424.8K | 0.06% | +240+9.6% | Added |
| DRW Securities, LLC | 2,741 | $425.8K | 0.03% | +2,741 | New |
| MTM Investment Management, LLC | 2,752 | $427.5K | 0.16% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,761 | $428.9K | 0.03% | −93−3.3% | Reduced |
| Brighton Jones LLC | 2,762 | $429.0K | 0.01% | +28+1.0% | Added |
| Aptus Capital Advisors, LLC | 2,771 | $430.3K | 0.01% | +2,771 | New |
| Huntington National Bank | 2,783 | $432.3K | 0.00% | +511+22.5% | Added |
| Quantessence Capital LLC | 2,807 | $436.0K | 0.18% | +2,807 | New |
| Westpac Banking Corp | 2,814 | $437.1K | 0.03% | −363−11.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,821 | $438.2K | 0.00% | −634−18.4% | Reduced |
| Flagship Harbor Advisors, LLC | 2,832 | $439.9K | 0.02% | +172+6.5% | Added |
| Stonebrook Private Inc. | 2,847 | $442.2K | 0.12% | −494−14.8% | Reduced |
| Collective Family Office LLC | 2,850 | $442.7K | 0.12% | −350−10.9% | Reduced |
| Great Lakes Retirement, Inc. | 2,925 | $454.3K | 0.06% | −145−4.7% | Reduced |
| Samalin Investment Counsel, LLC | 2,928 | $454.9K | 0.20% | +2+0.1% | Added |
| Agate Pass Investment Management, LLC | 2,968 | $461.0K | 0.21% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,969 | $461.1K | 0.00% | +587+24.6% | Added |
| Alps Advisors Inc | 3,000 | $466.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 3,021 | $469.3K | 0.04% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 3,027 | $470.2K | 0.23% | +9+0.3% | Added |
| Novak & Powell Financial Services, Inc. | 3,073 | $477.3K | 0.28% | 00.0% | Unchanged |
| Andra AP-fonden | 3,100 | $481.5K | 0.01% | −53,900−94.6% | Reduced |
| Snowden Capital Advisors LLC | 3,103 | $482.0K | 0.01% | +507+19.5% | Added |
| Argus Investors' Counsel, Inc. | 3,109 | $482.9K | 0.32% | −142−4.4% | Reduced |
| Shulman DeMeo Asset Management LLC | 3,147 | $488.8K | 0.13% | −788−20.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 3,154 | $489.9K | 0.02% | +413+15.1% | Added |
| Smartleaf Asset Management LLC | 3,159 | $490.8K | 0.05% | +367+13.1% | Added |
| Waterloo Capital, L.P. | 3,211 | $498.8K | 0.05% | −166−4.9% | Reduced |
| Kestra Private Wealth Services, LLC | 3,212 | $498.9K | 0.01% | +119+3.8% | Added |
| Vontobel Holding Ltd. | 3,212 | $498.9K | 0.00% | +772+31.6% | Added |
| Venturi Wealth Management, LLC | 3,245 | $504.0K | 0.02% | +3,088+1,966.9% | Added |
| Canada Post Corp Registered Pension Plan | 3,263 | $506.8K | 0.03% | +3,263 | New |
| Bryce Point Capital, LLC | 3,272 | $508.2K | 0.15% | +3,272 | New |
| McMahon Financial Advisors, LLC | 3,278 | $509.2K | 0.13% | −773−19.1% | Reduced |
| J.W. Cole Advisors, Inc. | 3,289 | $510.8K | 0.02% | +3,289 | New |
| NewEdge Wealth, LLC | 3,293 | $511.5K | 0.01% | +107+3.4% | Added |
| Fifth Third Wealth Advisors LLC | 3,329 | $517.1K | 0.03% | +143+4.5% | Added |
| Everence Capital Management Inc | 3,370 | $523.0K | 0.03% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 3,383 | $525.5K | 0.11% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 3,398 | $527.8K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 3,396 | $528.0K | 0.02% | −4−0.1% | Reduced |
| Visionary Wealth Advisors | 3,453 | $536.4K | 0.03% | +10.0% | Added |
| Quadrature Capital Ltd | 3,474 | $539.7K | 0.01% | +3,474 | New |
| Northwestern Mutual Wealth Management Co | 3,475 | $539.8K | 0.00% | +289+9.1% | Added |
| Belpointe Asset Management LLC | 4,670 | $558.5K | 0.03% | −545−10.5% | Reduced |
| one8zero8, LLC | 3,637 | $564.9K | 0.12% | +3,637 | New |
| Ronald Blue Trust, Inc. | 3,662 | $568.8K | 0.01% | −1,032−22.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 3,690 | $573.1K | 0.12% | −371−9.1% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 3,779 | $587.0K | 0.22% | −1,110−22.7% | Reduced |
| XTX Topco Ltd | 3,797 | $589.8K | 0.05% | −3,217−45.9% | Reduced |
| Empowered Funds, LLC | 3,828 | $592.7K | 0.01% | +362+10.4% | Added |
| Vident Advisory, LLC | 3,827 | $594.7K | 0.01% | −32,389−89.4% | Reduced |
| Dock Street Asset Management Inc | 3,865 | $600.4K | 0.07% | −399−9.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,932 | $610.8K | 0.02% | +3,932 | New |
| Shell Asset Management Co | 3,938 | $612.0K | 0.03% | −4−0.1% | Reduced |
| Greenleaf Trust | 3,998 | $621.0K | 0.01% | +104+2.7% | Added |
| Williams Jones Wealth Management, LLC. | 4,000 | $621.3K | 0.01% | −10.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 4,000 | $621.3K | 0.08% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 4,004 | $621.9K | 0.01% | −224−5.3% | Reduced |
| Guggenheim Capital LLC | 4,006 | $622.3K | 0.01% | +241+6.4% | Added |
| Great Valley Advisor Group, Inc. | 4,014 | $623.5K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 4,024 | $625.0K | 0.01% | +4,024 | New |
| RSM US Wealth Management LLC | 4,029 | $625.8K | 0.01% | +1,170+40.9% | Added |
| Petrus Trust Company, LTA | 4,075 | $633.0K | 0.06% | +4,075 | New |
| Virtu Financial LLC | 4,098 | $636.0K | 0.03% | +1,584+63.0% | Added |
| Harvest Fund Management Co., Ltd | 4,130 | $641.0K | 0.03% | +4,130 | New |
| Harrell Investment Partners, LLC | 4,140 | $643.1K | 0.18% | −210−4.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,233 | $657.5K | 0.01% | −2,146−33.6% | Reduced |
| Tectonic Advisors LLC | 4,244 | $659.3K | 0.04% | +125+3.0% | Added |
| Global Financial Private Client, LLC | 4,288 | $666.1K | 0.25% | +6+0.1% | Added |
| NorthRock Partners, LLC | 4,296 | $667.2K | 0.02% | −259−5.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,296 | $667.3K | 0.00% | +2,421+129.1% | Added |
| Johnson Investment Counsel Inc | 4,329 | $672.4K | 0.01% | −60−1.4% | Reduced |
| Kestra Advisory Services, LLC | 4,395 | $682.7K | 0.00% | −979−18.2% | Reduced |
| Guinness Asset Management LTD | 4,418 | $686.2K | 0.01% | +1,170+36.0% | Added |
| Net Worth Advisory Group | 4,443 | $690.2K | 0.21% | +17+0.4% | Added |
| Capstone Investment Advisors, LLC | 4,567 | $709.4K | 0.01% | +1,439+46.0% | Added |
| Skylands Capital, LLC | 4,787 | $741.2K | 0.10% | −2,150−31.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 4,779 | $742.3K | 0.05% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 4,800 | $745.6K | 0.03% | +4,800 | New |
| First Eagle Investment Management, LLC | 4,807 | $746.7K | 0.00% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 4,819 | $748.5K | 0.15% | −453−8.6% | Reduced |