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 |
|---|---|---|---|---|---|
| Capital Investment Advisors, LLC | 7,563 | $1.17M | 0.02% | +26+0.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 7,076 | $1.10M | 0.01% | −5,883−45.4% | Reduced |
| Qtron Investments LLC | 6,940 | $1.08M | 0.15% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 6,871 | $1.07M | 0.07% | −3,221−31.9% | Reduced |
| Wealthspire Advisors, LLC | 6,812 | $1.06M | 0.01% | +266+4.1% | Added |
| Muirfield Wealth Advisors LLC | 6,700 | $1.04M | 0.86% | +23+0.3% | Added |
| Bradley Foster & Sargent Inc | 6,615 | $1.03M | 0.02% | −100−1.5% | Reduced |
| Uniting Wealth Partners, LLC | 6,606 | $1.03M | 0.50% | +6,606 | New |
| Yorktown Management & Research Co Inc | 6,450 | $1.00M | 0.96% | 00.0% | Unchanged |
| Stephens Inc | 6,350 | $986.3K | 0.01% | −302−4.5% | Reduced |
| Staley Capital Advisers Inc | 6,250 | $970.8K | 0.04% | 00.0% | Unchanged |
| Empirical Finance, LLC | 6,214 | $965.2K | 0.06% | −79−1.3% | Reduced |
| Norden Group LLC | 6,208 | $964.3K | 0.11% | +26+0.4% | Added |
| CAPROCK Group, Inc. | 6,207 | $964.2K | 0.03% | +184+3.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,184 | $960.6K | 0.00% | +6,184 | New |
| NorthCrest Asset Manangement, LLC | 6,177 | $959.4K | 0.03% | +18+0.3% | Added |
| Tokio Marine Asset Management Co Ltd | 6,121 | $950.8K | 0.03% | +416+7.3% | Added |
| Nomura Holdings Inc | 6,025 | $935.9K | 0.00% | +6,025 | New |
| Y-Intercept (Hong Kong) Ltd | 5,966 | $926.7K | 0.06% | +2,183+57.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,809 | $902.3K | 0.02% | −66−1.1% | Reduced |
| Allstate Corp | 5,728 | $889.7K | 0.03% | +5,728 | New |
| MGB Wealth Management, LLC | 5,703 | $885.8K | 0.27% | −100−1.7% | Reduced |
| Systematic Alpha Investments, LLC | 5,700 | $885.4K | 0.03% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 5,674 | $881.9K | 0.00% | +147+2.7% | Added |
| Intrust Bank NA | 5,634 | $875.1K | 0.09% | +423+8.1% | Added |
| Intellus Advisors LLC | 5,580 | $866.8K | 0.15% | +5,580 | New |
| Signature Wealth Management Group | 5,445 | $845.8K | 0.34% | −193−3.4% | Reduced |
| D.A. Davidson & Co. | 5,406 | $839.7K | 0.01% | +15+0.3% | Added |
| Gateway Investment Advisers LLC | 5,394 | $837.9K | 0.01% | −2,445−31.2% | Reduced |
| Friedenthal Financial | 5,391 | $837.4K | 0.49% | +5,391 | New |
| HBK Sorce Advisory LLC | 5,330 | $828.0K | 0.02% | −46−0.9% | Reduced |
| Toroso Investments, LLC | 5,134 | $794.9K | 0.01% | +893+21.1% | Added |
| Covenant Partners, LLC | 5,093 | $791.1K | 0.24% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 5,029 | $781.2K | 0.39% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 5,009 | $778.0K | 0.29% | −225−4.3% | Reduced |
| Forum Financial Management, LP | 5,007 | $777.7K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 4,988 | $774.9K | 0.03% | −502−9.1% | Reduced |
| Confluence Wealth Services, Inc. | 4,458 | $764.7K | 0.05% | +2,435+120.4% | Added |
| RMB Capital Management, LLC | 4,870 | $756.5K | 0.02% | +270+5.9% | Added |
| V-Square Quantitative Management LLC | 4,848 | $753.0K | 0.11% | −123−2.5% | Reduced |
| Principal Street Partners, LLC | 4,819 | $748.5K | 0.15% | −453−8.6% | Reduced |
| First Eagle Investment Management, LLC | 4,807 | $746.7K | 0.00% | 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 |
| Cyndeo Wealth Partners, LLC | 4,779 | $742.3K | 0.05% | 00.0% | Unchanged |
| Skylands Capital, LLC | 4,787 | $741.2K | 0.10% | −2,150−31.0% | Reduced |
| Capstone Investment Advisors, LLC | 4,567 | $709.4K | 0.01% | +1,439+46.0% | Added |
| Net Worth Advisory Group | 4,443 | $690.2K | 0.21% | +17+0.4% | Added |
| Guinness Asset Management LTD | 4,418 | $686.2K | 0.01% | +1,170+36.0% | Added |
| Kestra Advisory Services, LLC | 4,395 | $682.7K | 0.00% | −979−18.2% | Reduced |
| Johnson Investment Counsel Inc | 4,329 | $672.4K | 0.01% | −60−1.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,296 | $667.3K | 0.00% | +2,421+129.1% | Added |
| NorthRock Partners, LLC | 4,296 | $667.2K | 0.02% | −259−5.7% | Reduced |
| Global Financial Private Client, LLC | 4,288 | $666.1K | 0.25% | +6+0.1% | Added |
| Tectonic Advisors LLC | 4,244 | $659.3K | 0.04% | +125+3.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,233 | $657.5K | 0.01% | −2,146−33.6% | Reduced |
| Harrell Investment Partners, LLC | 4,140 | $643.1K | 0.18% | −210−4.8% | Reduced |
| Harvest Fund Management Co., Ltd | 4,130 | $641.0K | 0.03% | +4,130 | New |
| Virtu Financial LLC | 4,098 | $636.0K | 0.03% | +1,584+63.0% | Added |
| Petrus Trust Company, LTA | 4,075 | $633.0K | 0.06% | +4,075 | New |
| RSM US Wealth Management LLC | 4,029 | $625.8K | 0.01% | +1,170+40.9% | Added |
| Atria Wealth Solutions, Inc. | 4,024 | $625.0K | 0.01% | +4,024 | New |
| Great Valley Advisor Group, Inc. | 4,014 | $623.5K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 4,006 | $622.3K | 0.01% | +241+6.4% | Added |
| Coldstream Capital Management Inc | 4,004 | $621.9K | 0.01% | −224−5.3% | Reduced |
| 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 |
| Greenleaf Trust | 3,998 | $621.0K | 0.01% | +104+2.7% | Added |
| Shell Asset Management Co | 3,938 | $612.0K | 0.03% | −4−0.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,932 | $610.8K | 0.02% | +3,932 | New |
| Dock Street Asset Management Inc | 3,865 | $600.4K | 0.07% | −399−9.4% | Reduced |
| Vident Advisory, LLC | 3,827 | $594.7K | 0.01% | −32,389−89.4% | Reduced |
| Empowered Funds, LLC | 3,828 | $592.7K | 0.01% | +362+10.4% | Added |
| XTX Topco Ltd | 3,797 | $589.8K | 0.05% | −3,217−45.9% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 3,779 | $587.0K | 0.22% | −1,110−22.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 3,690 | $573.1K | 0.12% | −371−9.1% | Reduced |
| Ronald Blue Trust, Inc. | 3,662 | $568.8K | 0.01% | −1,032−22.0% | Reduced |
| one8zero8, LLC | 3,637 | $564.9K | 0.12% | +3,637 | New |
| Belpointe Asset Management LLC | 4,670 | $558.5K | 0.03% | −545−10.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,475 | $539.8K | 0.00% | +289+9.1% | Added |
| Quadrature Capital Ltd | 3,474 | $539.7K | 0.01% | +3,474 | New |
| Visionary Wealth Advisors | 3,453 | $536.4K | 0.03% | +10.0% | Added |
| Vestcor Inc | 3,396 | $528.0K | 0.02% | −4−0.1% | Reduced |
| Texas Yale Capital Corp. | 3,398 | $527.8K | 0.02% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 3,383 | $525.5K | 0.11% | 00.0% | Unchanged |
| Everence Capital Management Inc | 3,370 | $523.0K | 0.03% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 3,329 | $517.1K | 0.03% | +143+4.5% | Added |
| NewEdge Wealth, LLC | 3,293 | $511.5K | 0.01% | +107+3.4% | Added |
| J.W. Cole Advisors, Inc. | 3,289 | $510.8K | 0.02% | +3,289 | New |
| McMahon Financial Advisors, LLC | 3,278 | $509.2K | 0.13% | −773−19.1% | Reduced |
| Bryce Point Capital, LLC | 3,272 | $508.2K | 0.15% | +3,272 | New |
| Canada Post Corp Registered Pension Plan | 3,263 | $506.8K | 0.03% | +3,263 | New |
| Venturi Wealth Management, LLC | 3,245 | $504.0K | 0.02% | +3,088+1,966.9% | Added |
| 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 |
| Waterloo Capital, L.P. | 3,211 | $498.8K | 0.05% | −166−4.9% | Reduced |
| Smartleaf Asset Management LLC | 3,159 | $490.8K | 0.05% | +367+13.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,154 | $489.9K | 0.02% | +413+15.1% | Added |
| Shulman DeMeo Asset Management LLC | 3,147 | $488.8K | 0.13% | −788−20.0% | Reduced |
| Argus Investors' Counsel, Inc. | 3,109 | $482.9K | 0.32% | −142−4.4% | Reduced |
| Snowden Capital Advisors LLC | 3,103 | $482.0K | 0.01% | +507+19.5% | Added |