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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.

Institutional holdersQ4 2024: 840 institutions
Q1 2021: 552 institutionsQ2 2021: 565 institutionsQ3 2021: 583 institutionsQ4 2021: 638 institutionsQ1 2022: 664 institutionsQ2 2022: 657 institutionsQ3 2022: 666 institutionsQ4 2022: 701 institutionsQ1 2023: 664 institutionsQ2 2023: 644 institutionsQ3 2023: 658 institutionsQ4 2023: 720 institutionsQ1 2024: 729 institutionsQ2 2024: 751 institutionsQ3 2024: 768 institutionsQ4 2024: 840 institutionsQ1 2025: 858 institutionsQ2 2025: 857 institutionsQ3 2025: 894 institutionsQ4 2025: 936 institutionsQ1 2026: 925 institutionsQ2 2026: 904 institutions
Value heldQ4 2024: $23.9B
Q1 2021: $12.3BQ2 2021: $13.2BQ3 2021: $14.0BQ4 2021: $15.5BQ1 2022: $17.3BQ2 2022: $14.3BQ3 2022: $16.1BQ4 2022: $17.5BQ1 2023: $14.8BQ2 2023: $16.5BQ3 2023: $15.7BQ4 2023: $17.4BQ1 2024: $19.9BQ2 2024: $18.9BQ3 2024: $19.1BQ4 2024: $23.9BQ1 2025: $21.8BQ2 2025: $23.8BQ3 2025: $26.0BQ4 2025: $24.6BQ1 2026: $22.0BQ2 2026: $23.1B
Institutions holding RJF and their total value by quarter
QuarterHoldersValue
Q2 2026904$23.1B
Q1 2026925$22.0B
Q4 2025936$24.6B
Q3 2025894$26.0B
Q2 2025857$23.8B
Q1 2025858$21.8B
Q4 2024840$23.9B
Q3 2024768$19.1B
Q2 2024751$18.9B
Q1 2024729$19.9B
Q4 2023720$17.4B
Q3 2023658$15.7B
Q2 2023644$16.5B
Q1 2023664$14.8B
Q4 2022701$17.5B
Q3 2022666$16.1B
Q2 2022657$14.3B
Q1 2022664$17.3B
Q4 2021638$15.5B
Q3 2021583$14.0B
Q2 2021565$13.2B
Q1 2021552$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.

Institutions holding RJF in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Rothschild Investment LLC448$69.6K0.00%+15+3.5%Added
Eastern Bank440$68.3K0.00%+440New
Whittier Trust Co434$67.4K0.00%00.0%Unchanged
Trust Co379$58.9K0.01%00.0%Unchanged
Laurel Wealth Advisors LLC364$56.5K0.01%−9−2.4%Reduced
EverSource Wealth Advisors, LLC362$56.2K0.00%+16+4.6%Added
Advisors Asset Management, Inc.352$54.7K0.00%−305−46.4%Reduced
Pinnacle Financial Partners Inc442$54.1K0.00%00.0%Unchanged
Mizuho Bank, Ltd.340$52.8K0.01%+340New
Covestor Ltd337$52.0K0.03%+122+56.7%Added
Johnson Financial Group, Inc.281$47.3K0.00%−312−52.6%Reduced
Operose Advisors LLC300$46.6K0.02%−115−27.7%Reduced
Moisand Fitzgerald Tamayo, LLC289$44.9K0.01%−30−9.4%Reduced
Clearstead Advisors, LLC286$44.4K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC278$43.2K0.00%00.0%Unchanged
Future Financial Wealth Managment LLC259$40.2K0.03%00.0%Unchanged
Riggs Asset Managment Co. Inc.250$38.8K0.01%00.0%Unchanged
Bray Capital Advisors250$38.8K0.01%00.0%Unchanged
Quarry LP237$36.8K0.01%−183−43.6%Reduced
Plato Investment Management Ltd236$36.8K0.00%+217+1,142.1%Added
Versant Capital Management, Inc228$35.4K0.01%+54+31.0%Added
Zions Bancorporation, N.A.208$32.3K0.00%00.0%Unchanged
Wolff Wiese Magana LLC203$31.5K0.02%00.0%Unchanged
Deseret Mutual Benefit Administrators192$29.8K0.01%00.0%Unchanged
TD Waterhouse Canada Inc.184$28.6K0.00%−65−26.1%Reduced
SRS Capital Advisors, Inc.180$28.0K0.00%−14−7.2%Reduced
CarsonAllaria Wealth Management, Ltd.174$27.1K0.02%00.0%Unchanged
Hemington Wealth Management175$27.0K0.01%+36+25.9%Added
TD Private Client Wealth LLC170$26.4K0.00%−16−8.6%Reduced
WPG Advisers, LLC169$26.3K0.02%+169New
Valley National Advisers Inc172$26.0K0.00%00.0%Unchanged
TCTC Holdings, LLC166$25.8K0.00%+106+176.7%Added
First Community Trust NA163$25.3K0.02%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA150$23.3K0.01%+150New
Princeton Global Asset Management LLC145$22.5K0.00%00.0%Unchanged
Bell Investment Advisors, Inc141$21.9K0.00%+9+6.8%Added
Birchbrook, Inc.131$20.3K0.01%00.0%Unchanged
Central Pacific Bank - Trust Division125$19.4K0.00%+125New
LGT Financial Advisors LLC124$19.3K0.04%00.0%Unchanged
Smithfield Trust Co120$19.0K0.00%00.0%Unchanged
Quent Capital, LLC121$18.8K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc121$18.8K0.00%00.0%Unchanged
GW&K Investment Management, LLC114$18.0K0.00%+2+1.8%Added
Raiffeisen Bank International AG116$18.0K0.00%+116New
Rise Advisors, LLC113$17.6K0.01%00.0%Unchanged
Raleigh Capital Management Inc.113$17.6K0.01%−10−8.1%Reduced
MV Capital Management, Inc.111$17.2K0.00%−3−2.6%Reduced
Prestige Wealth Management Group LLC111$17.2K0.00%00.0%Unchanged
Global X Japan Co., Ltd.108$16.8K0.00%+22+25.6%Added
South Dakota Investment Council100$16.0K0.00%−1,600−94.1%Reduced
Fortitude Family Office, LLC103$16.0K0.01%00.0%Unchanged
Indiana Trust & Investment Management CO85$13.2K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.84$13.0K0.00%+14+20.0%Added
Duncker Streett & Co Inc82$12.7K0.00%+82New
Cornerstone Planning Group LLC74$12.5K0.00%−1−1.3%Reduced
Private Wealth Management Group, LLC78$12.1K0.00%+17+27.9%Added
Golden State Wealth Management, LLC75$11.7K0.00%+75New
Larson Financial Group LLC70$10.9K0.00%−42−37.5%Reduced
Glen Eagle Advisors, LLC66$10.3K0.00%00.0%Unchanged
Meeder Asset Management Inc65$10.1K0.00%−10−13.3%Reduced
First Financial Corp63$9.79K0.00%00.0%Unchanged
Key Financial Inc62$9.63K0.00%00.0%Unchanged
Anchor Investment Management, LLC61$9.47K0.00%00.0%Unchanged
Harbour Investments, Inc.59$9.16K0.00%+1+1.7%Added
Pacific Center for Financial Services58$9.01K0.00%00.0%Unchanged
Creekmur Asset Management LLC56$8.70K0.00%00.0%Unchanged
Aspect Partners, LLC51$7.92K0.00%−6−10.5%Reduced
Creative Financial Designs Inc50$7.77K0.00%00.0%Unchanged
R Squared Ltd50$7.77K0.01%+50New
Washington Trust Co50$7.73K0.00%−2−3.8%Reduced
Capital Analysts, LLC48$7.00K0.00%+16+50.0%Added
FSA Wealth Management LLC45$6.99K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC45$6.87K0.01%+45New
Kayne Anderson Rudnick Investment Management LLC40$6.21K0.00%00.0%Unchanged
Financial Management Professionals, Inc.39$6.06K0.00%+7+21.9%Added
Cranbrook Wealth Management, LLC38$5.90K0.00%+38New
Washington Trust Advisors, Inc.37$5.70K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC36$5.59K0.00%+5+16.1%Added
South Plains Financial, Inc.36$5.59K0.00%+36New
SOA Wealth Advisors, LLC.34$5.30K0.00%00.0%Unchanged
Trust Co of Vermont34$5.28K0.00%00.0%Unchanged
McIlrath & Eck, LLC33$5.18K0.00%00.0%Unchanged
Abound Wealth Management33$5.13K0.00%+5+17.9%Added
MB, Levis & Associates, LLC33$5.13K0.00%+33New
Avion Wealth33$5.00K0.00%+2+6.5%Added
North Star Investment Management Corp.32$4.97K0.00%+32New
WealthTrak Capital Management LLC32$4.97K0.00%+32New
Beaird Harris Wealth Management, LLC31$4.82K0.00%00.0%Unchanged
Asset Dedication, LLC30$4.66K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.30$4.66K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.29$4.50K0.00%00.0%Unchanged
Kestra Investment Management, LLC28$4.37K0.00%+28New
Dunhill Financial, LLC28$4.34K0.00%+11+64.7%Added
Raffa Wealth Management, LLC27$4.19K0.00%−3−10.0%Reduced
Cullen/Frost Bankers, Inc.24$3.73K0.00%−32−57.1%Reduced
SJS Investment Consulting Inc.21$3.26K0.00%−5−19.2%Reduced
Albion Financial Group19$2.95K0.00%00.0%Unchanged
FLP Wealth Management, LLC19$2.92K0.01%+19New
Sierra Ocean, LLC18$2.81K0.00%+18New
Spire Wealth Management18$2.81K0.00%00.0%Unchanged