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 |
|---|---|---|---|---|---|
| V-Square Quantitative Management LLC | 4,848 | $753.0K | 0.11% | −123−2.5% | Reduced |
| RMB Capital Management, LLC | 4,870 | $756.5K | 0.02% | +270+5.9% | Added |
| Confluence Wealth Services, Inc. | 4,458 | $764.7K | 0.05% | +2,435+120.4% | Added |
| National Asset Management, Inc. | 4,988 | $774.9K | 0.03% | −502−9.1% | Reduced |
| Forum Financial Management, LP | 5,007 | $777.7K | 0.01% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 5,009 | $778.0K | 0.29% | −225−4.3% | Reduced |
| Wetzel Investment Advisors, Inc. | 5,029 | $781.2K | 0.39% | 00.0% | Unchanged |
| Covenant Partners, LLC | 5,093 | $791.1K | 0.24% | 00.0% | Unchanged |
| Toroso Investments, LLC | 5,134 | $794.9K | 0.01% | +893+21.1% | Added |
| HBK Sorce Advisory LLC | 5,330 | $828.0K | 0.02% | −46−0.9% | Reduced |
| Friedenthal Financial | 5,391 | $837.4K | 0.49% | +5,391 | New |
| Gateway Investment Advisers LLC | 5,394 | $837.9K | 0.01% | −2,445−31.2% | Reduced |
| D.A. Davidson & Co. | 5,406 | $839.7K | 0.01% | +15+0.3% | Added |
| Signature Wealth Management Group | 5,445 | $845.8K | 0.34% | −193−3.4% | Reduced |
| Intellus Advisors LLC | 5,580 | $866.8K | 0.15% | +5,580 | New |
| Intrust Bank NA | 5,634 | $875.1K | 0.09% | +423+8.1% | Added |
| Kovitz Investment Group Partners, LLC | 5,674 | $881.9K | 0.00% | +147+2.7% | Added |
| Systematic Alpha Investments, LLC | 5,700 | $885.4K | 0.03% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 5,703 | $885.8K | 0.27% | −100−1.7% | Reduced |
| Allstate Corp | 5,728 | $889.7K | 0.03% | +5,728 | New |
| Northwestern Mutual Investment Management Company, LLC | 5,809 | $902.3K | 0.02% | −66−1.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,966 | $926.7K | 0.06% | +2,183+57.7% | Added |
| Nomura Holdings Inc | 6,025 | $935.9K | 0.00% | +6,025 | New |
| Tokio Marine Asset Management Co Ltd | 6,121 | $950.8K | 0.03% | +416+7.3% | Added |
| NorthCrest Asset Manangement, LLC | 6,177 | $959.4K | 0.03% | +18+0.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,184 | $960.6K | 0.00% | +6,184 | New |
| CAPROCK Group, Inc. | 6,207 | $964.2K | 0.03% | +184+3.1% | Added |
| Norden Group LLC | 6,208 | $964.3K | 0.11% | +26+0.4% | Added |
| Empirical Finance, LLC | 6,214 | $965.2K | 0.06% | −79−1.3% | Reduced |
| Staley Capital Advisers Inc | 6,250 | $970.8K | 0.04% | 00.0% | Unchanged |
| Stephens Inc | 6,350 | $986.3K | 0.01% | −302−4.5% | Reduced |
| Yorktown Management & Research Co Inc | 6,450 | $1.00M | 0.96% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 6,606 | $1.03M | 0.50% | +6,606 | New |
| Bradley Foster & Sargent Inc | 6,615 | $1.03M | 0.02% | −100−1.5% | Reduced |
| Muirfield Wealth Advisors LLC | 6,700 | $1.04M | 0.86% | +23+0.3% | Added |
| Wealthspire Advisors, LLC | 6,812 | $1.06M | 0.01% | +266+4.1% | Added |
| Oxford Financial Group Ltd | 6,871 | $1.07M | 0.07% | −3,221−31.9% | Reduced |
| Qtron Investments LLC | 6,940 | $1.08M | 0.15% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 7,076 | $1.10M | 0.01% | −5,883−45.4% | Reduced |
| Capital Investment Advisors, LLC | 7,563 | $1.17M | 0.02% | +26+0.3% | Added |
| Virtus ETF Advisers LLC | 7,769 | $1.21M | 0.49% | +7,769 | New |
| Moody National Bank Trust Division | 7,848 | $1.22M | 0.13% | −480−5.8% | Reduced |
| One + One Wealth Management, LLC | 7,857 | $1.22M | 0.72% | +10.0% | Added |
| Formidable Asset Management, LLC | 7,901 | $1.23M | 0.20% | +67+0.9% | Added |
| Financial Counselors Inc | 7,942 | $1.23M | 0.02% | −1,024−11.4% | Reduced |
| Concurrent Investment Advisors, LLC | 7,969 | $1.24M | 0.03% | −731−8.4% | Reduced |
| Glenmede Trust Co NA | 7,990 | $1.24M | 0.01% | −723−8.3% | Reduced |
| Northwest & Ethical Investments L.P. | 8,038 | $1.25M | 0.03% | +19+0.2% | Added |
| Ieq Capital, LLC | 8,055 | $1.25M | 0.01% | +2,944+57.6% | Added |
| Consolidated Planning Corp | 8,062 | $1.25M | 0.17% | −172−2.1% | Reduced |
| iA Global Asset Management Inc. | 8,132 | $1.26M | 0.02% | +5,300+187.1% | Added |
| Cavalier Investments, LLC | 8,151 | $1.27M | 0.42% | +336+4.3% | Added |
| Trust Co of Toledo NA | 8,165 | $1.27M | 0.17% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 8,200 | $1.27M | 0.04% | +1,600+24.2% | Added |
| West Michigan Advisors, LLC | 8,241 | $1.28M | 0.39% | −379−4.4% | Reduced |
| ING Groep NV | 8,269 | $1.28M | 0.01% | +8,269 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 8,412 | $1.31M | 0.01% | +6,661+380.4% | Added |
| E. Ohman J:or Asset Management AB | 8,450 | $1.31M | 0.03% | −650−7.1% | Reduced |
| Signaturefd, LLC | 8,459 | $1.31M | 0.02% | +487+6.1% | Added |
| Norinchukin Bank, The | 8,484 | $1.32M | 0.03% | +692+8.9% | Added |
| Chiron Capital Management, LLC | 8,650 | $1.34M | 1.27% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 8,665 | $1.35M | 0.00% | +1,238+16.7% | Added |
| Cumberland Partners Ltd | 8,700 | $1.35M | 0.09% | −400−4.4% | Reduced |
| New Mexico Educational Retirement Board | 8,875 | $1.38M | 0.05% | −200−2.2% | Reduced |
| Gryphon Financial Partners LLC | 8,986 | $1.40M | 0.20% | +45+0.5% | Added |
| Redwood Investment Management, LLC | 9,190 | $1.43M | 0.14% | +9,190 | New |
| Peak Planning Group, LLC | 9,285 | $1.44M | 0.60% | −2,293−19.8% | Reduced |
| Bill Few Associates, Inc. | 9,595 | $1.49M | 0.52% | −500−5.0% | Reduced |
| Gladstone Institutional Advisory LLC | 9,628 | $1.50M | 0.07% | −233−2.4% | Reduced |
| Vinva Investment Management Ltd | 9,736 | $1.51M | 0.06% | +768+8.6% | Added |
| Securian Asset Management, Inc | 9,765 | $1.52M | 0.04% | −469−4.6% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 9,796 | $1.52M | 0.50% | +9,796 | New |
| Louisiana State Employees Retirement System | 9,800 | $1.52M | 0.03% | −600−5.8% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 9,802 | $1.52M | 0.05% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 9,819 | $1.53M | 0.03% | −983−9.1% | Reduced |
| Bank of New Hampshire | 9,939 | $1.54M | 0.40% | +9,929+99,290.0% | Added |
| Commerce Bank | 9,985 | $1.55M | 0.01% | −460−4.4% | Reduced |
| Metis Global Partners, LLC | 10,041 | $1.56M | 0.05% | +3,926+64.2% | Added |
| Montag & Caldwell, LLC | 10,246 | $1.59M | 0.34% | −11−0.1% | Reduced |
| United Capital Financial Advisers, LLC | 10,255 | $1.59M | 0.01% | −82−0.8% | Reduced |
| Meridian Wealth Advisors, LLC | 10,419 | $1.62M | 0.27% | −1,675−13.8% | Reduced |
| Western Wealth Management, LLC | 10,479 | $1.63M | 0.09% | −158−1.5% | Reduced |
| Klingman & Associates, LLC | 10,490 | $1.63M | 0.10% | +23+0.2% | Added |
| AXS Investments LLC | 10,500 | $1.63M | 0.45% | +10,500 | New |
| Atlas Wealth LLC | 10,504 | $1.63M | 0.62% | 00.0% | Unchanged |
| Inceptionr LLC | 10,534 | $1.64M | 0.36% | +2,231+26.9% | Added |
| NEOS Investment Management LLC | 10,601 | $1.64M | 0.04% | +2,488+30.7% | Added |
| King Luther Capital Management Corp | 10,574 | $1.64M | 0.01% | −37−0.3% | Reduced |
| Oarsman Capital, Inc. | 10,654 | $1.65M | 0.29% | +323+3.1% | Added |
| New Age Alpha Advisors, LLC | 10,671 | $1.66M | 0.07% | +10,671 | New |
| Cambridge Investment Research Advisors, Inc. | 10,919 | $1.70M | 0.01% | +7,961+269.1% | Added |
| Woodline Partners LP | 10,988 | $1.71M | 0.01% | +10,988 | New |
| Tower Bridge Advisors | 11,054 | $1.72M | 0.18% | −400−3.5% | Reduced |
| Allen Investment Management LLC | 11,150 | $1.73M | 0.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 11,195 | $1.74M | 0.00% | −98,895−89.8% | Reduced |
| Keybank National Association | 11,248 | $1.75M | 0.01% | +76+0.7% | Added |
| Hartford Investment Management Co | 11,384 | $1.77M | 0.06% | −281−2.4% | Reduced |
| SPC Financial, Inc. | 11,450 | $1.78M | 0.16% | −2,800−19.6% | Reduced |
| Wolverine Trading, LLC | 11,454 | $1.78M | 0.04% | +11,454 | New |
| Tower Research Capital LLC (TRC) | 11,536 | $1.79M | 0.04% | −2,216−16.1% | Reduced |