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 |
|---|---|---|---|---|---|
| Swedbank AB | 11,576 | $1.80M | 0.00% | +6,672+136.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 11,492 | $1.81M | 0.02% | +2,459+27.2% | Added |
| Sabal Trust CO | 11,821 | $1.84M | 0.11% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 12,047 | $1.87M | 0.02% | +1,936+19.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,296 | $1.91M | 0.05% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 12,513 | $1.94M | 0.02% | +290+2.4% | Added |
| Kentucky Retirement Systems | 12,737 | $1.98M | 0.06% | −175−1.4% | Reduced |
| Alpine Woods Capital Investors, LLC | 12,900 | $2.00M | 0.38% | 00.0% | Unchanged |
| Mediolanum International Funds Ltd | 13,012 | $2.02M | 0.03% | +13,012 | New |
| La Banque Postale Asset Management SA | 12,998 | $2.02M | 0.03% | +12,998 | New |
| Apollon Wealth Management, LLC | 13,052 | $2.03M | 0.05% | −2,729−17.3% | Reduced |
| Donoghue Forlines LLC | 13,228 | $2.05M | 0.69% | +13,228 | New |
| Landscape Capital Management, L.L.C. | 13,243 | $2.06M | 0.22% | +8,636+187.5% | Added |
| William B. Walkup & Associates, Inc. | 13,395 | $2.08M | 1.32% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 13,416 | $2.08M | 0.10% | −176−1.3% | Reduced |
| FORA Capital, LLC | 13,481 | $2.09M | 0.24% | +1,269+10.4% | Added |
| Park Avenue Securities LLC | 13,579 | $2.11M | 0.02% | +3,414+33.6% | Added |
| Steward Partners Investment Advisory, LLC | 13,579 | $2.11M | 0.02% | +3,281+31.9% | Added |
| M&T Bank Corp | 13,638 | $2.12M | 0.01% | −44−0.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 13,713 | $2.13M | 0.02% | −311−2.2% | Reduced |
| Advisor Group Holdings, Inc. | 13,791 | $2.14M | 0.00% | +1,001+7.8% | Added |
| Davis Investment Partners, LLC | 14,197 | $2.19M | 0.92% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 14,186 | $2.20M | 0.09% | +7,087+99.8% | Added |
| SG Americas Securities, LLC | 14,267 | $2.22M | 0.01% | +6,865+92.7% | Added |
| High Net Worth Advisory Group LLC | 14,598 | $2.27M | 0.63% | +366+2.6% | Added |
| Pacer Advisors, Inc. | 14,630 | $2.27M | 0.00% | +897+6.5% | Added |
| Stablepoint Partners, LLC | 14,651 | $2.28M | 0.42% | +73+0.5% | Added |
| Dean Capital Management | 14,677 | $2.28M | 0.97% | +340+2.4% | Added |
| Natixis | 14,812 | $2.30M | 0.02% | +12,073+440.8% | Added |
| White Pine Capital LLC | 14,940 | $2.32M | 0.78% | +20.0% | Added |
| Empire Life Investments Inc. | 15,152 | $2.35M | 0.15% | +125+0.8% | Added |
| Achmea Investment Management B.V. | 15,557 | $2.42M | 0.04% | +3,065+24.5% | Added |
| Tredje AP-fonden | 15,671 | $2.43M | 0.02% | −15,671−50.0% | Reduced |
| Warren Averett Asset Management, LLC | 15,686 | $2.44M | 0.04% | +15,686 | New |
| Oregon Public Employees Retirement Fund | 15,700 | $2.44M | 0.04% | −143−0.9% | Reduced |
| Gulf International Bank (UK) Ltd | 15,735 | $2.44M | 0.06% | −159−1.0% | Reduced |
| Aft, Forsyth & Sober, LLC | 15,750 | $2.45M | 0.79% | 00.0% | Unchanged |
| STRS Ohio | 16,219 | $2.52M | 0.01% | +2,670+19.7% | Added |
| Avantax Advisory Services, Inc. | 16,453 | $2.56M | 0.02% | −2,249−12.0% | Reduced |
| Nordea Investment Management AB | 16,667 | $2.60M | 0.00% | +389+2.4% | Added |
| CIBC Private Wealth Group, LLC | 16,455 | $2.62M | 0.00% | +1,000+6.5% | Added |
| O'Shaughnessy Asset Management, LLC | 17,130 | $2.66M | 0.02% | +994+6.2% | Added |
| We Are One Seven, LLC | 17,168 | $2.67M | 0.10% | −1,373−7.4% | Reduced |
| Teza Capital Management LLC | 17,206 | $2.67M | 0.40% | +9,197+114.8% | Added |
| Mizuho Securities USA LLC | 17,341 | $2.69M | 0.05% | +5,322+44.3% | Added |
| Omers Administration Corp | 17,492 | $2.72M | 0.02% | −8,133−31.7% | Reduced |
| Ethic Inc. | 17,581 | $2.73M | 0.06% | −174−1.0% | Reduced |
| HighTower Advisors, LLC | 17,843 | $2.77M | 0.00% | +546+3.2% | Added |
| Cerity Partners LLC | 19,299 | $2.82M | 0.01% | +1,765+10.1% | Added |
| UniSuper Management Pty Ltd | 18,460 | $2.87M | 0.02% | +965+5.5% | Added |
| Crossmark Global Holdings, Inc. | 18,524 | $2.88M | 0.05% | +3,028+19.5% | Added |
| Mount Yale Investment Advisors, LLC | 18,687 | $2.90M | 0.23% | −9,415−33.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 18,953 | $2.94M | 0.01% | +894+5.0% | Added |
| Gotham Asset Management, LLC | 19,100 | $2.97M | 0.03% | +1,425+8.1% | Added |
| Millstone Evans Group, LLC | 19,861 | $3.09M | 2.10% | +19,861 | New |
| Mirae Asset Global Investments Co., Ltd. | 19,852 | $3.11M | 0.01% | +3,698+22.9% | Added |
| Bessemer Group Inc | 20,168 | $3.13M | 0.01% | +151+0.8% | Added |
| Public Employees Retirement Association of Colorado | 20,190 | $3.14M | 0.01% | −537−2.6% | Reduced |
| Generali Asset Management SPA SGR | 20,262 | $3.15M | 0.08% | +20,262 | New |
| Intech Investment Management LLC | 20,459 | $3.18M | 0.03% | +5,503+36.8% | Added |
| Graphene Investments SAS | 20,500 | $3.18M | 2.20% | −5,400−20.8% | Reduced |
| Candriam Luxembourg S.C.A. | 20,810 | $3.23M | 0.02% | +4,767+29.7% | Added |
| State of Alaska, Department of Revenue | 20,876 | $3.24M | 0.04% | −7,699−26.9% | Reduced |
| Elo Mutual Pension Insurance Co | 20,881 | $3.24M | 0.07% | +3,376+19.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,244 | $3.30M | 0.03% | +447+2.1% | Added |
| Van Eck Associates Corp | 21,256 | $3.30M | 0.00% | +235+1.1% | Added |
| CI Private Wealth, LLC | 21,282 | $3.31M | 0.01% | +658+3.2% | Added |
| Kaydan Wealth Management, Inc. | 21,375 | $3.32M | 1.10% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 21,386 | $3.32M | 0.03% | −874−3.9% | Reduced |
| Orion Portfolio Solutions, LLC | 21,386 | $3.32M | 0.03% | −874−3.9% | Reduced |
| Sovereign's Capital Management, LLC | 21,426 | $3.33M | 2.12% | +21,426 | New |
| Schneider Downs Wealth Management Advisors, LP | 21,546 | $3.35M | 0.63% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 21,944 | $3.41M | 0.01% | −5,632−20.4% | Reduced |
| Center for Financial Planning, Inc. | 22,106 | $3.43M | 0.46% | −1,240−5.3% | Reduced |
| GWM Advisors LLC | 22,197 | $3.45M | 0.02% | +477+2.2% | Added |
| Yousif Capital Management, LLC | 22,212 | $3.45M | 0.04% | −1,399−5.9% | Reduced |
| Neuberger Berman Group LLC | 22,272 | $3.46M | 0.00% | −805−3.5% | Reduced |
| Sanctuary Advisors, LLC | 20,356 | $3.47M | 0.02% | −5,193−20.3% | Reduced |
| Wellspring Financial Advisors, LLC | 22,728 | $3.53M | 0.37% | −800−3.4% | Reduced |
| MML Investors Services, LLC | 22,884 | $3.56M | 0.01% | +417+1.9% | Added |
| Regions Financial Corp | 22,986 | $3.57M | 0.03% | −1,135−4.7% | Reduced |
| TownSquare Capital, LLC | 23,173 | $3.60M | 0.04% | −281−1.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 23,250 | $3.61M | 0.08% | +18,596+399.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 23,368 | $3.63M | 0.01% | −69−0.3% | Reduced |
| Janus Henderson Group PLC | 23,532 | $3.66M | 0.00% | +2,619+12.5% | Added |
| Nissay Asset Management Corp | 23,664 | $3.71M | 0.02% | +141+0.6% | Added |
| Cetera Investment Advisers | 23,942 | $3.72M | 0.01% | +206+0.9% | Added |
| Mariner, LLC | 24,391 | $3.79M | 0.01% | +1,697+7.5% | Added |
| Barnes Pettey Financial Advisors, LLC | 24,464 | $3.80M | 2.90% | −3,726−13.2% | Reduced |
| Bank of Nova Scotia | 24,862 | $3.86M | 0.01% | +588+2.4% | Added |
| Callodine Capital Management, LP | 25,000 | $3.88M | 0.80% | −25,000−50.0% | Reduced |
| Daiwa Securities Group Inc. | 25,028 | $3.89M | 0.02% | +1,478+6.3% | Added |
| Colony Group, LLC | 25,221 | $3.92M | 0.01% | +23,070+1,072.5% | Added |
| First Hawaiian Bank | 25,860 | $4.02M | 0.13% | −124−0.5% | Reduced |
| Xponance, Inc. | 25,950 | $4.03M | 0.04% | −784−2.9% | Reduced |
| Dana Investment Advisors, Inc. | 26,614 | $4.13M | 0.14% | −3,471−11.5% | Reduced |
| Atria Investments LLC | 26,635 | $4.14M | 0.05% | −4,847−15.4% | Reduced |
| Dean Investment Associates, LLC | 26,643 | $4.14M | 0.59% | +1,155+4.5% | Added |
| Siemens Fonds Invest GmbH | 26,875 | $4.17M | 0.44% | −6,920−20.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 26,941 | $4.18M | 0.04% | +26,941 | New |