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 |
|---|---|---|---|---|---|
| Dynamic Advisor Solutions LLC | 1,828 | $284.0K | 0.01% | −688−27.3% | Reduced |
| Valeo Financial Advisors, LLC | 1,817 | $282.3K | 0.01% | +13+0.7% | Added |
| First Bank & Trust | 1,807 | $280.7K | 0.05% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,798 | $279.3K | 0.08% | −29−1.6% | Reduced |
| Central Trust Co | 1,787 | $277.6K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,783 | $277.0K | 0.01% | −94−5.0% | Reduced |
| Central Bank & Trust Co | 1,780 | $276.5K | 0.04% | −27−1.5% | Reduced |
| Stevens Capital Management LP | 1,775 | $276.0K | 0.11% | +1,775 | New |
| Berkshire Asset Management LLC | 1,592 | $274.8K | 0.01% | +1,592 | New |
| Edmp, Inc. | 1,741 | $270.4K | 0.26% | −442−20.2% | Reduced |
| Mather Group, LLC. | 1,673 | $259.9K | 0.00% | +150+9.8% | Added |
| Meeder Advisory Services, Inc. | 1,656 | $257.3K | 0.02% | −60−3.5% | Reduced |
| Boston Private Wealth LLC | 1,638 | $254.4K | 0.00% | +1,638 | New |
| Catalyst Capital Advisors LLC | 1,610 | $250.1K | 0.01% | −1,646−50.6% | Reduced |
| Great Lakes Advisors, LLC | 1,607 | $249.6K | 0.00% | +1,607 | New |
| Aspire Growth Partners LLC | 1,602 | $248.9K | 0.24% | +1,602 | New |
| Sagespring Wealth Partners, LLC | 1,586 | $246.4K | 0.01% | +1,586 | New |
| Carson Advisory Inc. | 1,582 | $245.8K | 0.17% | +1,582 | New |
| Longboard Asset Management, LP | 1,576 | $244.8K | 0.65% | +1,576 | New |
| RBA Wealth Management, LLC | 1,567 | $243.4K | 0.09% | +1,567 | New |
| Eldridge Investment Advisors, Inc. | 1,563 | $243.0K | 0.06% | +1,563 | New |
| Acadian Asset Management LLC | 1,554 | $241.0K | 0.00% | +1,554 | New |
| Stephenson National Bank & Trust | 1,549 | $240.6K | 0.08% | −105−6.3% | Reduced |
| Winebrenner Capital Management LLC | 1,524 | $236.7K | 0.18% | +1,524 | New |
| Prelude Capital Management, LLC | 1,522 | $236.4K | 0.02% | +1,522 | New |
| Sherbrooke Park Advisers LLC | 1,514 | $235.2K | 0.08% | −796−34.5% | Reduced |
| Deane Retirement Strategies, Inc. | 1,507 | $234.1K | 0.12% | 00.0% | Unchanged |
| Brown Advisory Inc | 1,504 | $233.6K | 0.00% | +1,504 | New |
| Integrated Advisors Network LLC | 1,494 | $232.1K | 0.01% | +1,494 | New |
| Prospera Financial Services Inc | 1,489 | $231.3K | 0.01% | +1,489 | New |
| David Loasby | 1,478 | $227.9K | 0.02% | +1,478 | New |
| Quantitative Investment Management, LLC | 1,460 | $226.0K | 0.02% | −1,519−51.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,451 | $225.4K | 0.03% | −660−31.3% | Reduced |
| Bayforest Capital Ltd | 1,449 | $225.1K | 0.28% | +1,449 | New |
| Dorsey & Whitney Trust CO LLC | 1,443 | $224.1K | 0.01% | +1,443 | New |
| HB Wealth Management, LLC | 1,434 | $222.7K | 0.00% | +1,434 | New |
| Oak Harbor Wealth Partners, LLC | 1,430 | $222.1K | 0.06% | +1,430 | New |
| Kooman & Associates | 1,428 | $221.8K | 0.08% | +1,428 | New |
| EP Wealth Advisors, LLC | 1,428 | $221.8K | 0.00% | +1,428 | New |
| Moseley Investment Management Inc | 1,425 | $221.3K | 0.09% | +1,425 | New |
| Advisory Services Network, LLC | 1,417 | $220.1K | 0.00% | +1,417 | New |
| Quadrant Capital Group LLC | 1,409 | $218.9K | 0.02% | −2−0.1% | Reduced |
| Hamilton Capital Partners Inc. | 1,397 | $217.0K | 0.02% | −256−15.5% | Reduced |
| Fayez Sarofim & Co | 1,397 | $217.0K | 0.00% | +1,397 | New |
| Verition Fund Management LLC | 1,389 | $215.8K | 0.00% | −2,846−67.2% | Reduced |
| CFM Wealth Partners LLC | 1,387 | $215.4K | 0.04% | +1,387 | New |
| Global Retirement Partners, LLC | 1,385 | $215.2K | 0.01% | −157−10.2% | Reduced |
| FSM Wealth Advisors, LLC | 1,297 | $213.9K | 0.05% | +1,297 | New |
| Ossiam | 1,375 | $213.6K | 0.00% | −7,627−84.7% | Reduced |
| Perigon Wealth Management, LLC | 1,281 | $211.3K | 0.01% | +1,281 | New |
| Stratos Wealth Partners, LTD. | 1,358 | $211.0K | 0.00% | +1,358 | New |
| PGGM Investments | 1,350 | $210.0K | 0.00% | 00.0% | Unchanged |
| Market Street Wealth Management Advisors LLC | 1,351 | $209.9K | 0.04% | +1,351 | New |
| GTS Securities LLC | 1,350 | $209.7K | 0.01% | −1,980−59.5% | Reduced |
| Evergreen Capital Management LLC | 1,341 | $208.3K | 0.01% | +1,341 | New |
| WSFS Capital Management, LLC | 1,340 | $208.1K | 0.01% | +1,340 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,332 | $206.8K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,337 | $206.0K | 0.00% | +433+47.9% | Added |
| AE Wealth Management LLC | 1,319 | $204.9K | 0.00% | +1,319 | New |
| SeaCrest Wealth Management, LLC | 1,315 | $204.3K | 0.02% | +1,315 | New |
| Simon Quick Advisors, LLC | 1,312 | $203.8K | 0.01% | +1,312 | New |
| Pathway Financial Advisors LLC | 1,293 | $200.8K | 0.05% | +1,293 | New |
| Sax Wealth Advisors, LLC | 1,290 | $200.4K | 0.02% | +1,290 | New |
| First Horizon Advisors, Inc. | 1,274 | $197.9K | 0.01% | −2−0.2% | Reduced |
| Kapitalo Investimentos Ltda | 1,174 | $182.4K | 0.12% | +1,174 | New |
| PSI Advisors, LLC | 1,157 | $179.7K | 0.05% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,111 | $172.6K | 0.14% | −16−1.4% | Reduced |
| Lindbrook Capital, LLC | 1,103 | $171.3K | 0.02% | −9−0.8% | Reduced |
| Capital A Wealth Management, LLC | 1,093 | $169.8K | 0.28% | +1,093 | New |
| Park Place Capital Corp | 1,062 | $165.0K | 0.05% | −25−2.3% | Reduced |
| Ci Investments Inc. | 1,015 | $158.0K | 0.00% | +329+48.0% | Added |
| Jones Financial Companies LLLP | 1,011 | $157.0K | 0.00% | +234+30.1% | Added |
| Kentucky Trust Co | 980 | $152.2K | 0.09% | +980 | New |
| Farther Finance Advisors, LLC | 912 | $141.6K | 0.01% | −49−5.1% | Reduced |
| Caldwell Trust Co | 869 | $135.0K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 830 | $129.0K | 0.03% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 829 | $128.8K | 0.00% | +155+23.0% | Added |
| Federated Hermes, Inc. | 760 | $118.1K | 0.00% | −278−26.8% | Reduced |
| DT Investment Partners, LLC | 719 | $111.7K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 703 | $109.0K | 0.05% | −115−14.1% | Reduced |
| Addison Advisors LLC | 692 | $107.5K | 0.03% | +1+0.1% | Added |
| Skopos Labs, Inc. | 646 | $100.3K | 0.03% | +50+8.4% | Added |
| Allworth Financial LP | 581 | $99.0K | 0.00% | +38+7.0% | Added |
| Delta Asset Management LLC | 600 | $93.2K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 593 | $92.1K | 0.00% | +8+1.4% | Added |
| Parkside Financial Bank & Trust | 591 | $91.8K | 0.01% | +7+1.2% | Added |
| American National Bank | 575 | $89.3K | 0.01% | +575 | New |
| HM Payson & Co | 550 | $85.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 526 | $82.0K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 500 | $77.7K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 495 | $77.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 490 | $76.2K | 0.00% | +490 | New |
| CVA Family Office, LLC | 490 | $76.1K | 0.01% | +34+7.5% | Added |
| Private Trust Co NA | 487 | $75.6K | 0.01% | +94+23.9% | Added |
| Brown Brothers Harriman & Co | 482 | $74.9K | 0.00% | +459+1,995.7% | Added |
| Manchester Capital Management LLC | 474 | $73.6K | 0.01% | −3−0.6% | Reduced |
| Resources Management Corp | 472 | $73.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 465 | $72.2K | 0.05% | −236−33.7% | Reduced |
| Cromwell Holdings LLC | 464 | $72.1K | 0.04% | 00.0% | Unchanged |
| Assetmark, Inc | 453 | $70.4K | 0.00% | +138+43.8% | Added |