Skip to main content

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
Jackson, Grant Investment Advisers, Inc.18$2.80K0.00%00.0%Unchanged
New Millennium Group LLC17$2.65K0.00%−2−10.5%Reduced
Sachetta, LLC17$2.64K0.00%−27−61.4%Reduced
SBI Securities Co., Ltd.17$2.64K0.00%+17New
True Wealth Design, LLC17$2.64K0.00%+17New
C M Bidwell & Associates Ltd16$2.48K0.00%00.0%Unchanged
Truvestments Capital LLC15$2.33K0.00%00.0%Unchanged
Crowley Wealth Management, Inc.14$2.17K0.00%+14New
Bogart Wealth, LLC13$2.02K0.00%+13New
Clark Wealth Partners13$2.02K0.00%+13New
Fuller & Thaler Asset Management, Inc.11$1.71K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC11$1.71K0.00%+11New
AdvisorNet Financial, Inc9$1.40K0.00%−42−82.4%Reduced
Continuum Advisory, LLC9$1.40K0.00%00.0%Unchanged
TFC Financial Management9$1.40K0.00%00.0%Unchanged
NVWM, LLC9$1.40K0.00%00.0%Unchanged
Geneos Wealth Management Inc.9$1.40K0.00%00.0%Unchanged
Valued Wealth Advisors LLC8$1.24K0.00%00.0%Unchanged
NewSquare Capital LLC7$1.09K0.00%+7New
Riverview Trust Co6$9320.00%00.0%Unchanged
West Paces Advisors Inc.6$9320.00%00.0%Unchanged
Highline Wealth Partners LLC6$9320.00%+6New
Old Second National Bank of Aurora5$7770.00%+5New
Parkworth Wealth Management, Inc.5$7770.00%+5New
MPWM Advisory Solutions, LLC5$7770.00%+5New
Redwood Park Advisors LLC4$6220.00%+4New
WestEnd Advisors, LLC4$6210.00%+1+33.3%Added
Transce3nd, LLC4$6210.00%+4New
Principia Wealth Advisory, LLC3$4660.00%+3New
Winnow Wealth LLC3$4580.00%+3New
CoreCap Advisors, LLC2$3110.00%00.0%Unchanged
Hexagon Capital Partners LLC2$3110.00%+2New
West Branch Capital LLC1$1560.00%00.0%Unchanged
Clear Street Markets LLC1$1550.00%00.0%Unchanged
Cape Investment Advisory, Inc.1$1550.00%+1New
Y.D. More Investments Ltd232$990.00%+127+121.0%Added
Sandy Spring Bank0$510.00%0Unchanged
DHJJ Financial Advisors, Ltd.0$180.00%0Unchanged
Lazard Asset Management LLC5$00.00%+4+400.0%Added
Wood Tarver Financial Group, LLC3$00.00%+3New
Point72 Asset Management, L.P.0$00.00%−90,835−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−66,394−100.0%Sold out
Centiva Capital, LP0$00.00%−24,130−100.0%Sold out
Seven Eight Capital, LP0$00.00%−19,959−100.0%Sold out
Bridgewater Associates, LP0$00.00%−18,857−100.0%Sold out
Axq Capital, LP0$00.00%−16,089−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−15,997−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−12,311−100.0%Sold out
nVerses Capital, LLC0$00.00%−8,500−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−8,300−100.0%Sold out
Scientech Research LLC0$00.00%−7,797−100.0%Sold out
Paradigm Asset Management Co LLC0$00.00%−7,700−100.0%Sold out
Versor Investments LP0$00.00%−7,500−100.0%Sold out
Investment Management Corp of Ontario0$00.00%−6,526−100.0%Sold out
Qsemble Capital Management, LP0$00.00%−6,460−100.0%Sold out
Veriti Management LLC0$00.00%−6,033−100.0%Sold out
Kentucky Retirement Systems Insurance Trust Fund0$00.00%−5,488−100.0%Sold out
Applied Finance Capital Management, LLC0$00.00%−4,764−100.0%Sold out
Quest Partners LLC0$00.00%−4,320−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−4,260−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−3,488−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−3,473−100.0%Sold out
DoubleLine ETF Adviser LP0$00.00%−3,129−100.0%Sold out
PFG Advisors0$00.00%−2,703−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−2,681−100.0%Sold out
Maven Securities LTD0$00.00%−2,600−100.0%Sold out
MBB Public Markets I LLC0$00.00%−2,520−100.0%Sold out
Personal Cfo Solutions, LLC0$00.00%−2,493−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−2,377−100.0%Sold out
Gitterman Wealth Management, LLC0$00.00%−2,361−100.0%Sold out
Arthur M. Cohen & Associates, LLC0$00.00%−2,000−100.0%Sold out
Summit Financial, LLC0$00.00%−1,791−100.0%Sold out
J. W. Coons Advisors, LLC0$00.00%−1,715−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−10,654−100.0%Sold out
Alta Advisers Ltd0$00.00%−500−100.0%Sold out
Headlands Technologies LLC0$00.00%−385−100.0%Sold out
TD Capital Management LLC0$00.00%−381−100.0%Sold out
Gladius Capital Management LP0$00.00%−278−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−109−100.0%Sold out
Hobbs Group Advisors, LLC0$00.00%−90−100.0%Sold out
Walleye Capital LLC0$00.00%−79−100.0%Sold out
Gilliland Jeter Wealth Management LLC0$00.00%−71−100.0%Sold out
Jaffetilchin Investment Partners, LLC0$00.00%−65−100.0%Sold out
Beacon Capital Management, LLC0$00.00%−57−100.0%Sold out
Ashton Thomas Securities, LLC0$00.00%−37−100.0%Sold out
Crewe Advisors LLC0$00.00%−11−100.0%Sold out
Claris Advisors, LLC0$00.00%−7−100.0%Sold out
MCF Advisors LLC0$00.00%−3−100.0%Sold out
Rosenberg Matthew Hamilton0$00.00%−3−100.0%Sold out
Mendota Financial Group, LLC0$00.00%−1−100.0%Sold out
Dogwood Wealth Management LLC0$00.00%0Sold out
Raymond James & Associates––––Not filed
Raymond James Trust N.A.––––Not filed
Raymond James Financial Services Advisors, Inc.––––Not filed
Banque Cantonale Vaudoise––––Not filed
GYL Financial Synergies, LLC––––Not filed
First Trust Investment Solutions L.P.––––Not filed
HST Ventures, LLC––––Not filed
9258 Wealth Management, LLC––––Not filed
Sweet Financial Partners, LLC––––Not filed