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 |
|---|---|---|---|---|---|
| Nordea Investment Management AB | 16,667 | $2.60M | 0.00% | +389+2.4% | Added |
| Avantax Advisory Services, Inc. | 16,453 | $2.56M | 0.02% | −2,249−12.0% | Reduced |
| STRS Ohio | 16,219 | $2.52M | 0.01% | +2,670+19.7% | Added |
| Aft, Forsyth & Sober, LLC | 15,750 | $2.45M | 0.79% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 15,735 | $2.44M | 0.06% | −159−1.0% | Reduced |
| Oregon Public Employees Retirement Fund | 15,700 | $2.44M | 0.04% | −143−0.9% | Reduced |
| Warren Averett Asset Management, LLC | 15,686 | $2.44M | 0.04% | +15,686 | New |
| Tredje AP-fonden | 15,671 | $2.43M | 0.02% | −15,671−50.0% | Reduced |
| Achmea Investment Management B.V. | 15,557 | $2.42M | 0.04% | +3,065+24.5% | Added |
| Empire Life Investments Inc. | 15,152 | $2.35M | 0.15% | +125+0.8% | Added |
| White Pine Capital LLC | 14,940 | $2.32M | 0.78% | +20.0% | Added |
| Natixis | 14,812 | $2.30M | 0.02% | +12,073+440.8% | Added |
| Dean Capital Management | 14,677 | $2.28M | 0.97% | +340+2.4% | Added |
| Stablepoint Partners, LLC | 14,651 | $2.28M | 0.42% | +73+0.5% | Added |
| Pacer Advisors, Inc. | 14,630 | $2.27M | 0.00% | +897+6.5% | Added |
| High Net Worth Advisory Group LLC | 14,598 | $2.27M | 0.63% | +366+2.6% | Added |
| SG Americas Securities, LLC | 14,267 | $2.22M | 0.01% | +6,865+92.7% | Added |
| TCG Advisory Services, LLC | 14,186 | $2.20M | 0.09% | +7,087+99.8% | Added |
| Davis Investment Partners, LLC | 14,197 | $2.19M | 0.92% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 13,791 | $2.14M | 0.00% | +1,001+7.8% | Added |
| Teachers Retirement System of the State of Kentucky | 13,713 | $2.13M | 0.02% | −311−2.2% | Reduced |
| M&T Bank Corp | 13,638 | $2.12M | 0.01% | −44−0.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 13,579 | $2.11M | 0.02% | +3,281+31.9% | Added |
| Park Avenue Securities LLC | 13,579 | $2.11M | 0.02% | +3,414+33.6% | Added |
| FORA Capital, LLC | 13,481 | $2.09M | 0.24% | +1,269+10.4% | Added |
| Heritage Wealth Advisors | 13,416 | $2.08M | 0.10% | −176−1.3% | Reduced |
| William B. Walkup & Associates, Inc. | 13,395 | $2.08M | 1.32% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 13,243 | $2.06M | 0.22% | +8,636+187.5% | Added |
| Donoghue Forlines LLC | 13,228 | $2.05M | 0.69% | +13,228 | New |
| Apollon Wealth Management, LLC | 13,052 | $2.03M | 0.05% | −2,729−17.3% | Reduced |
| La Banque Postale Asset Management SA | 12,998 | $2.02M | 0.03% | +12,998 | New |
| Mediolanum International Funds Ltd | 13,012 | $2.02M | 0.03% | +13,012 | New |
| Alpine Woods Capital Investors, LLC | 12,900 | $2.00M | 0.38% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 12,737 | $1.98M | 0.06% | −175−1.4% | Reduced |
| QRG Capital Management, Inc. | 12,513 | $1.94M | 0.02% | +290+2.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,296 | $1.91M | 0.05% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 12,047 | $1.87M | 0.02% | +1,936+19.1% | Added |
| Sabal Trust CO | 11,821 | $1.84M | 0.11% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 11,492 | $1.81M | 0.02% | +2,459+27.2% | Added |
| Swedbank AB | 11,576 | $1.80M | 0.00% | +6,672+136.1% | Added |
| Tower Research Capital LLC (TRC) | 11,536 | $1.79M | 0.04% | −2,216−16.1% | Reduced |
| Wolverine Trading, LLC | 11,454 | $1.78M | 0.04% | +11,454 | New |
| SPC Financial, Inc. | 11,450 | $1.78M | 0.16% | −2,800−19.6% | Reduced |
| Hartford Investment Management Co | 11,384 | $1.77M | 0.06% | −281−2.4% | Reduced |
| Keybank National Association | 11,248 | $1.75M | 0.01% | +76+0.7% | Added |
| Squarepoint Ops LLC | 11,195 | $1.74M | 0.00% | −98,895−89.8% | Reduced |
| Allen Investment Management LLC | 11,150 | $1.73M | 0.02% | 00.0% | Unchanged |
| Tower Bridge Advisors | 11,054 | $1.72M | 0.18% | −400−3.5% | Reduced |
| Woodline Partners LP | 10,988 | $1.71M | 0.01% | +10,988 | New |
| Cambridge Investment Research Advisors, Inc. | 10,919 | $1.70M | 0.01% | +7,961+269.1% | Added |
| New Age Alpha Advisors, LLC | 10,671 | $1.66M | 0.07% | +10,671 | New |
| Oarsman Capital, Inc. | 10,654 | $1.65M | 0.29% | +323+3.1% | Added |
| King Luther Capital Management Corp | 10,574 | $1.64M | 0.01% | −37−0.3% | Reduced |
| NEOS Investment Management LLC | 10,601 | $1.64M | 0.04% | +2,488+30.7% | Added |
| Inceptionr LLC | 10,534 | $1.64M | 0.36% | +2,231+26.9% | Added |
| Atlas Wealth LLC | 10,504 | $1.63M | 0.62% | 00.0% | Unchanged |
| AXS Investments LLC | 10,500 | $1.63M | 0.45% | +10,500 | New |
| Klingman & Associates, LLC | 10,490 | $1.63M | 0.10% | +23+0.2% | Added |
| Western Wealth Management, LLC | 10,479 | $1.63M | 0.09% | −158−1.5% | Reduced |
| Meridian Wealth Advisors, LLC | 10,419 | $1.62M | 0.27% | −1,675−13.8% | Reduced |
| United Capital Financial Advisers, LLC | 10,255 | $1.59M | 0.01% | −82−0.8% | Reduced |
| Montag & Caldwell, LLC | 10,246 | $1.59M | 0.34% | −11−0.1% | Reduced |
| Metis Global Partners, LLC | 10,041 | $1.56M | 0.05% | +3,926+64.2% | Added |
| Commerce Bank | 9,985 | $1.55M | 0.01% | −460−4.4% | Reduced |
| Bank of New Hampshire | 9,939 | $1.54M | 0.40% | +9,929+99,290.0% | Added |
| Maryland State Retirement & Pension System | 9,819 | $1.53M | 0.03% | −983−9.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 9,802 | $1.52M | 0.05% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 9,800 | $1.52M | 0.03% | −600−5.8% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 9,796 | $1.52M | 0.50% | +9,796 | New |
| Securian Asset Management, Inc | 9,765 | $1.52M | 0.04% | −469−4.6% | Reduced |
| Vinva Investment Management Ltd | 9,736 | $1.51M | 0.06% | +768+8.6% | Added |
| Gladstone Institutional Advisory LLC | 9,628 | $1.50M | 0.07% | −233−2.4% | Reduced |
| Bill Few Associates, Inc. | 9,595 | $1.49M | 0.52% | −500−5.0% | Reduced |
| Peak Planning Group, LLC | 9,285 | $1.44M | 0.60% | −2,293−19.8% | Reduced |
| Redwood Investment Management, LLC | 9,190 | $1.43M | 0.14% | +9,190 | New |
| Gryphon Financial Partners LLC | 8,986 | $1.40M | 0.20% | +45+0.5% | Added |
| New Mexico Educational Retirement Board | 8,875 | $1.38M | 0.05% | −200−2.2% | Reduced |
| Cumberland Partners Ltd | 8,700 | $1.35M | 0.09% | −400−4.4% | Reduced |
| Wealthfront Advisers LLC | 8,665 | $1.35M | 0.00% | +1,238+16.7% | Added |
| Chiron Capital Management, LLC | 8,650 | $1.34M | 1.27% | 00.0% | Unchanged |
| Norinchukin Bank, The | 8,484 | $1.32M | 0.03% | +692+8.9% | Added |
| Signaturefd, LLC | 8,459 | $1.31M | 0.02% | +487+6.1% | Added |
| E. Ohman J:or Asset Management AB | 8,450 | $1.31M | 0.03% | −650−7.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 8,412 | $1.31M | 0.01% | +6,661+380.4% | Added |
| ING Groep NV | 8,269 | $1.28M | 0.01% | +8,269 | New |
| West Michigan Advisors, LLC | 8,241 | $1.28M | 0.39% | −379−4.4% | Reduced |
| Intact Investment Management Inc. | 8,200 | $1.27M | 0.04% | +1,600+24.2% | Added |
| Trust Co of Toledo NA | 8,165 | $1.27M | 0.17% | 00.0% | Unchanged |
| Cavalier Investments, LLC | 8,151 | $1.27M | 0.42% | +336+4.3% | Added |
| iA Global Asset Management Inc. | 8,132 | $1.26M | 0.02% | +5,300+187.1% | Added |
| Consolidated Planning Corp | 8,062 | $1.25M | 0.17% | −172−2.1% | Reduced |
| Ieq Capital, LLC | 8,055 | $1.25M | 0.01% | +2,944+57.6% | Added |
| Northwest & Ethical Investments L.P. | 8,038 | $1.25M | 0.03% | +19+0.2% | Added |
| Glenmede Trust Co NA | 7,990 | $1.24M | 0.01% | −723−8.3% | Reduced |
| Concurrent Investment Advisors, LLC | 7,969 | $1.24M | 0.03% | −731−8.4% | Reduced |
| Financial Counselors Inc | 7,942 | $1.23M | 0.02% | −1,024−11.4% | Reduced |
| Formidable Asset Management, LLC | 7,901 | $1.23M | 0.20% | +67+0.9% | Added |
| One + One Wealth Management, LLC | 7,857 | $1.22M | 0.72% | +10.0% | Added |
| Moody National Bank Trust Division | 7,848 | $1.22M | 0.13% | −480−5.8% | Reduced |
| Virtus ETF Advisers LLC | 7,769 | $1.21M | 0.49% | +7,769 | New |