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 |
|---|---|---|---|---|---|
| Andra AP-fonden | 3,100 | $481.5K | 0.01% | −53,900−94.6% | Reduced |
| Novak & Powell Financial Services, Inc. | 3,073 | $477.3K | 0.28% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 3,027 | $470.2K | 0.23% | +9+0.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,021 | $469.3K | 0.04% | 00.0% | Unchanged |
| Alps Advisors Inc | 3,000 | $466.0K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,969 | $461.1K | 0.00% | +587+24.6% | Added |
| Agate Pass Investment Management, LLC | 2,968 | $461.0K | 0.21% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 2,928 | $454.9K | 0.20% | +2+0.1% | Added |
| Great Lakes Retirement, Inc. | 2,925 | $454.3K | 0.06% | −145−4.7% | Reduced |
| Collective Family Office LLC | 2,850 | $442.7K | 0.12% | −350−10.9% | Reduced |
| Stonebrook Private Inc. | 2,847 | $442.2K | 0.12% | −494−14.8% | Reduced |
| Flagship Harbor Advisors, LLC | 2,832 | $439.9K | 0.02% | +172+6.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,821 | $438.2K | 0.00% | −634−18.4% | Reduced |
| Westpac Banking Corp | 2,814 | $437.1K | 0.03% | −363−11.4% | Reduced |
| Quantessence Capital LLC | 2,807 | $436.0K | 0.18% | +2,807 | New |
| Huntington National Bank | 2,783 | $432.3K | 0.00% | +511+22.5% | Added |
| Aptus Capital Advisors, LLC | 2,771 | $430.3K | 0.01% | +2,771 | New |
| Brighton Jones LLC | 2,762 | $429.0K | 0.01% | +28+1.0% | Added |
| Essex Financial Services, Inc. | 2,761 | $428.9K | 0.03% | −93−3.3% | Reduced |
| MTM Investment Management, LLC | 2,752 | $427.5K | 0.16% | 00.0% | Unchanged |
| DRW Securities, LLC | 2,741 | $425.8K | 0.03% | +2,741 | New |
| Colonial Trust Co | 2,735 | $424.8K | 0.06% | +240+9.6% | Added |
| Profund Advisors LLC | 2,728 | $423.7K | 0.02% | −333−10.9% | Reduced |
| MUFG Securities Americas Inc. | 2,701 | $419.5K | 0.05% | +2,701 | New |
| AXA S.A. | 2,700 | $419.4K | 0.00% | +142+5.6% | Added |
| Checchi Capital Advisers, LLC | 2,680 | $416.3K | 0.03% | −21−0.8% | Reduced |
| Level Four Advisory Services, LLC | 2,676 | $415.7K | 0.02% | +157+6.2% | Added |
| Fulton Bank, N.A. | 2,667 | $414.3K | 0.02% | +17+0.6% | Added |
| Pine Valley Investments Ltd Liability Co | 2,661 | $413.4K | 0.03% | −127−4.6% | Reduced |
| IFP Advisors, Inc | 2,661 | $413.4K | 0.01% | −1,342−33.5% | Reduced |
| GAMMA Investing LLC | 2,661 | $413.3K | 0.04% | +1,166+78.0% | Added |
| Wetherby Asset Management Inc | 2,657 | $412.7K | 0.02% | −56−2.1% | Reduced |
| Phillips Wealth Planners LLC | 2,672 | $412.1K | 0.41% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 2,642 | $410.4K | 0.00% | −12,743−82.8% | Reduced |
| Evercore Wealth Management, LLC | 2,628 | $408.2K | 0.01% | −100−3.7% | Reduced |
| Ostrum Asset Management | 2,609 | $405.3K | 0.04% | −108−4.0% | Reduced |
| Bleakley Financial Group, LLC | 2,585 | $401.5K | 0.01% | +2+0.1% | Added |
| Blue Chip Partners, Inc. | 2,553 | $396.5K | 0.03% | +9+0.4% | Added |
| Calton & Associates, Inc. | 2,550 | $396.1K | 0.18% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,533 | $392.2K | 0.01% | +19+0.8% | Added |
| Clarus Group, Inc. | 2,500 | $388.3K | 0.14% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 2,491 | $386.9K | 0.10% | −185−6.9% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,490 | $386.8K | 0.11% | −44−1.7% | Reduced |
| Drive Wealth Management, LLC | 2,482 | $385.5K | 0.09% | −14−0.6% | Reduced |
| Rehmann Capital Advisory Group | 2,474 | $384.4K | 0.02% | +194+8.5% | Added |
| Howard Bailey Securities, LLC | 2,474 | $384.3K | 0.14% | −196−7.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,462 | $382.4K | 0.01% | −19−0.8% | Reduced |
| Jump Financial, LLC | 2,444 | $379.6K | 0.01% | −958−28.2% | Reduced |
| Wealthcare Advisory Partners LLC | 2,431 | $377.6K | 0.01% | +2,431 | New |
| Joel Adams & Associates, Inc. | 2,431 | $377.6K | 0.34% | +2,431 | New |
| Aster Capital Management (DIFC) Ltd | 2,423 | $376.4K | 0.14% | −9,028−78.8% | Reduced |
| Darwin Advisors, LLC | 2,413 | $374.9K | 0.13% | −134−5.3% | Reduced |
| Salem Investment Counselors Inc | 2,413 | $374.8K | 0.01% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 2,400 | $372.8K | 0.09% | +2,000+500.0% | Added |
| Morey & Quinn Wealth Partners, LLC | 2,392 | $371.5K | 0.32% | +2,392 | New |
| Savant Capital, LLC | 2,378 | $369.3K | 0.00% | +373+18.6% | Added |
| Portside Wealth Group, LLC | 2,337 | $363.0K | 0.06% | −158−6.3% | Reduced |
| Cornerstone Wealth Group, LLC | 2,334 | $362.5K | 0.03% | +11+0.5% | Added |
| Private Advisor Group, LLC | 2,327 | $361.6K | 0.00% | −250−9.7% | Reduced |
| CX Institutional | 2,323 | $360.8K | 0.01% | +66+2.9% | Added |
| Taika Capital, LP | 2,320 | $360.4K | 0.27% | +2,320 | New |
| Harbor Investment Advisory, LLC | 2,317 | $359.9K | 0.03% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 2,304 | $357.9K | 0.02% | −90−3.8% | Reduced |
| Ballentine Partners, LLC | 2,284 | $354.8K | 0.01% | +128+5.9% | Added |
| State of Wyoming | 2,280 | $354.2K | 0.05% | −369−13.9% | Reduced |
| Trust Asset Management LLC | 2,261 | $351.2K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,252 | $349.9K | 0.01% | +286+14.5% | Added |
| Horizon Advisory Services, Inc. | 2,237 | $347.5K | 0.20% | +2,237 | New |
| Proequities, Inc. | 2,016 | $343.7K | 0.02% | −175−8.0% | Reduced |
| Arbor Investment Advisors, LLC | 2,181 | $338.8K | 0.05% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 2,175 | $337.8K | 0.12% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 2,172 | $337.0K | 0.00% | −2,426−52.8% | Reduced |
| Balyasny Asset Management LLC | 2,164 | $336.1K | 0.00% | −4,032−65.1% | Reduced |
| Family Wealth Group, LLC | 2,163 | $336.0K | 0.26% | −93−4.1% | Reduced |
| Simplicity Wealth,LLC | 2,151 | $334.1K | 0.07% | +274+14.6% | Added |
| Stratos Wealth Advisors, LLC | 2,141 | $332.7K | 0.02% | −1,319−38.1% | Reduced |
| Pitcairn Co | 2,128 | $330.5K | 0.02% | −272−11.3% | Reduced |
| Revolve Wealth Partners, LLC | 2,111 | $327.9K | 0.05% | +9+0.4% | Added |
| Berry Wealth Group, LP | 2,099 | $326.0K | 0.24% | +6+0.3% | Added |
| Principal Securities, Inc. | 2,092 | $324.9K | 0.01% | +142+7.3% | Added |
| B.O.S.S. Retirement Advisors, LLC | 2,088 | $324.4K | 0.09% | +2,088 | New |
| Financial Insights, Inc. | 2,061 | $320.1K | 0.12% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 2,031 | $315.5K | 0.03% | +2,031 | New |
| Legacy Advisors, LLC | 2,024 | $314.4K | 0.03% | +65+3.3% | Added |
| Abn Amro Investment Solutions | 2,017 | $313.3K | 0.01% | +2,017 | New |
| Principle Wealth Partners LLC | 2,000 | $310.7K | 0.02% | −225−10.1% | Reduced |
| HighPoint Advisor Group LLC | 1,901 | $309.8K | 0.02% | +22+1.2% | Added |
| Crestwood Advisors Group LLC | 1,982 | $307.9K | 0.01% | +67+3.5% | Added |
| Cigna Investments Inc | 1,963 | $305.0K | 0.05% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1,961 | $304.6K | 0.04% | −964−33.0% | Reduced |
| Synovus Financial Corp | 1,955 | $303.7K | 0.00% | +19+1.0% | Added |
| Dynasty Wealth Management, LLC | 1,923 | $298.6K | 0.01% | +158+9.0% | Added |
| Exchange Traded Concepts, LLC | 1,909 | $296.5K | 0.01% | −660−25.7% | Reduced |
| Novare Capital Management LLC | 1,880 | $292.0K | 0.02% | −200−9.6% | Reduced |
| Allred Capital Management, LLC | 1,874 | $291.1K | 0.11% | +4+0.2% | Added |
| Wedmont Private Capital | 1,876 | $289.3K | 0.02% | +107+6.0% | Added |
| Morningstar Investment Management LLC | 1,859 | $289.0K | 0.02% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 1,860 | $288.9K | 0.02% | −66−3.4% | Reduced |
| Canandaigua National Bank & Trust Co | 1,856 | $288.3K | 0.03% | −137−6.9% | Reduced |
| Southeast Asset Advisors Inc. | 1,846 | $286.7K | 0.04% | 00.0% | Unchanged |