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, Q1 2025
Institutional positions in Raymond James Financial Inc as of Mar 31, 2025. 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
- 858
- +28 vs. Q4 2024
- Shares held
- 156.7M
- +3.86M (+2.5%) vs. Q4 2024
- Total value
- $21.8B
- −$1.98B (−8.4%) vs. Q4 2024
- New holders
- 116
- 330 more added
- Sold out
- 88
- 270 more reduced
10 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Raymond James Financial Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 22,244,204 | $3.09B | 0.06% | +347,916+1.6% | Added |
| BlackRock, Inc. | 14,919,941 | $2.07B | 0.04% | +577,354+4.0% | Added |
| Wellington Management Group LLP | 9,935,440 | $1.38B | 0.27% | −392,821−3.8% | Reduced |
| Primecap Management Co | 9,718,689 | $1.35B | 1.12% | −1,750,467−15.3% | Reduced |
| State Street Corp | 8,337,561 | $1.16B | 0.05% | +156,693+1.9% | Added |
| FMR LLC | 5,857,993 | $813.7M | 0.05% | −664,032−10.2% | Reduced |
| Geode Capital Management, LLC | 4,689,877 | $649.4M | 0.05% | +297,617+6.8% | Added |
| T. Rowe Price Investment Management, Inc. | 4,136,413 | $574.6M | 0.38% | +29,086+0.7% | Added |
| JPMorgan Chase & Co | 3,965,618 | $550.9M | 0.04% | −453,654−10.3% | Reduced |
| Invesco Ltd. | 2,901,435 | $403.0M | 0.08% | +466,129+19.1% | Added |
| Bank of America Corp | 2,663,960 | $370.1M | 0.03% | +222,659+9.1% | Added |
| Earnest Partners LLC | 2,496,641 | $346.8M | 1.66% | −37,025−1.5% | Reduced |
| Morgan Stanley | 2,376,607 | $330.1M | 0.02% | −447,948−15.9% | Reduced |
| Massachusetts Financial Services Co | 2,335,254 | $324.4M | 0.11% | +178,262+8.3% | Added |
| Northern Trust Corp | 2,247,922 | $312.3M | 0.05% | +140,704+6.7% | Added |
| Norges Bank | 2,236,285 | $310.6M | 0.04% | +339,375+17.9% | Added |
| Dimensional Fund Advisors LP | 2,091,820 | $290.6M | 0.07% | +24,818+1.2% | Added |
| Victory Capital Management Inc | 1,883,139 | $261.6M | 0.27% | +1,765,588+1,502.0% | Added |
| First Trust Advisors LP | 1,776,254 | $246.7M | 0.22% | +1,634,604+1,154.0% | Added |
| Goldman Sachs Group Inc | 1,708,333 | $237.3M | 0.04% | +525,134+44.4% | Added |
| Agf Management Ltd | 1,621,549 | $225.2M | 1.19% | −757,741−31.8% | Reduced |
| UBS Asset Management Americas Inc | 1,513,054 | $210.2M | 0.05% | −6,642−0.4% | Reduced |
| Legal & General Group Plc | 1,373,588 | $190.8M | 0.05% | +112,940+9.0% | Added |
| Bank of New York Mellon Corp | 1,236,504 | $171.8M | 0.03% | −12,556−1.0% | Reduced |
| Charles Schwab Investment Management Inc | 1,110,906 | $154.3M | 0.03% | +32,740+3.0% | Added |
| Mercer Global Advisors Inc | 1,049,456 | $145.8M | 0.33% | −133,790−11.3% | Reduced |
| Harfst & Associates, Inc. | 1,040,956 | $144.6M | 33.42% | −85,252−7.6% | Reduced |
| Qube Research & Technologies Ltd | 935,029 | $129.9M | 0.20% | +863,832+1,213.3% | Added |
| HSBC Holdings PLC | 920,707 | $127.7M | 0.09% | +338,441+58.1% | Added |
| SEI Investments Co | 913,939 | $127.0M | 0.16% | +3,421+0.4% | Added |
| UBS Group AG | 877,234 | $121.9M | 0.03% | +271,692+44.9% | Added |
| Congress Asset Management Co | 853,002 | $118.5M | 0.89% | −64,750−7.1% | Reduced |
| Nuveen, LLC | 801,728 | $111.4M | 0.03% | +801,728 | New |
| Raymond James Financial Inc | 753,246 | $104.6M | 0.04% | +72,754+10.7% | Added |
| Barclays PLC | 740,513 | $102.9M | 0.05% | +182,118+32.6% | Added |
| Amundi | 749,414 | $97.6M | 0.04% | −26,234−3.4% | Reduced |
| Ameriprise Financial Inc | 686,647 | $95.4M | 0.03% | +428,396+165.9% | Added |
| Deutsche Bank AG | 658,233 | $91.4M | 0.04% | +23,153+3.6% | Added |
| Franklin Resources Inc | 617,581 | $85.8M | 0.02% | +45,793+8.0% | Added |
| Principal Financial Group Inc | 616,521 | $85.6M | 0.05% | −7,428−1.2% | Reduced |
| Envestnet Asset Management Inc | 613,792 | $85.3M | 0.03% | −452,361−42.4% | Reduced |
| BNP Paribas Arbitrage, SA | 578,705 | $80.4M | 0.06% | +84,582+17.1% | Added |
| The PNC Financial Services Group, Inc. | 575,923 | $80.0M | 0.04% | +8,463+1.5% | Added |
| Premier Fund Managers Ltd | 526,213 | $73.1M | 2.73% | +2130.0% | Added |
| Fisher Asset Management, LLC | 499,933 | $69.4M | 0.03% | +1,008+0.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 468,343 | $65.1M | 0.05% | +3,691+0.8% | Added |
| TD Asset Management Inc | 413,233 | $57.4M | 0.05% | +6,287+1.5% | Added |
| Silvercrest Asset Management Group LLC | 409,397 | $56.9M | 0.41% | −2,674−0.6% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 399,737 | $55.5M | 1.63% | +25,669+6.9% | Added |
| Wells Fargo & Company | 387,591 | $53.8M | 0.01% | −32,489−7.7% | Reduced |
| AQR Capital Management LLC | 390,214 | $53.2M | 0.05% | +84,085+27.5% | Added |
| Palisade Capital Management LLC | 382,889 | $53.2M | 1.53% | +2,480+0.7% | Added |
| Rhumbline Advisers | 370,810 | $51.5M | 0.05% | +38,442+11.6% | Added |
| Price T Rowe Associates Inc | 367,589 | $51.1M | 0.01% | −113,359−23.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 340,152 | $47.3M | 0.04% | +48,960+16.8% | Added |
| New York State Common Retirement Fund | 324,862 | $45.1M | 0.07% | −5,025−1.5% | Reduced |
| California Public Employees Retirement System | 318,516 | $44.2M | 0.03% | +4,389+1.4% | Added |
| Baird Financial Group, Inc. | 309,232 | $43.0M | 0.08% | −60,811−16.4% | Reduced |
| Ceredex Value Advisors LLC | 304,090 | $42.2M | 0.92% | −121,671−28.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 298,821 | $41.5M | 0.11% | +229,242+329.5% | Added |
| Iat Reinsurance Co Ltd. | 298,125 | $41.4M | 8.65% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 295,812 | $41.1M | 0.15% | −52,337−15.0% | Reduced |
| Sterling Capital Management LLC | 294,661 | $40.9M | 0.63% | −625,136−68.0% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 288,322 | $40.1M | 2.32% | +1,878+0.7% | Added |
| Man Group plc | 279,080 | $38.8M | 0.12% | +234,383+524.4% | Added |
| California State Teachers Retirement System | 275,066 | $38.2M | 0.05% | −1,331−0.5% | Reduced |
| Prudential Financial Inc | 274,858 | $38.2M | 0.05% | −72,546−20.9% | Reduced |
| National Pension Service | 274,143 | $38.1M | 0.04% | +601+0.2% | Added |
| Robeco Institutional Asset Management B.V. | 270,991 | $37.6M | 0.07% | +141,852+109.8% | Added |
| Davis Asset Management, L.P. | 270,000 | $37.5M | 1.56% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 263,792 | $36.6M | 0.18% | +137,500+108.9% | Added |
| Los Angeles Capital Management LLC | 253,242 | $35.2M | 0.16% | −37,147−12.8% | Reduced |
| Natixis Advisors, L.P. | 252,220 | $35.0M | 0.06% | −423−0.2% | Reduced |
| Canada Pension Plan Investment Board | 246,344 | $34.2M | 0.03% | +126,431+105.4% | Added |
| American Century Companies Inc | 246,065 | $34.2M | 0.02% | +68,132+38.3% | Added |
| Clearbridge Investments, LLC | 242,817 | $33.7M | 0.03% | +4,218+1.8% | Added |
| Citigroup Inc | 241,263 | $33.5M | 0.03% | +96,998+67.2% | Added |
| Macquarie Group Ltd | 234,267 | $32.5M | 0.04% | +1,526+0.7% | Added |
| Royal Bank of Canada | 230,694 | $32.0M | 0.01% | −135,267−37.0% | Reduced |
| Alliancebernstein L.P. | 227,837 | $31.6M | 0.01% | −19,763−8.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 211,724 | $29.4M | 0.06% | +138,154+187.8% | Added |
| CBOE Vest Financial, LLC | 209,571 | $29.1M | 0.45% | +209,571 | New |
| Schroder Investment Management Group | 205,361 | $28.5M | 0.03% | −51,430−20.0% | Reduced |
| Aviva PLC | 204,638 | $28.4M | 0.07% | +29,512+16.9% | Added |
| New York State Teachers Retirement System | 201,300 | $28.0M | 0.06% | −6,283−3.0% | Reduced |
| Bank of Montreal | 199,609 | $27.7M | 0.01% | −54,741−21.5% | Reduced |
| FIL Ltd | 198,782 | $27.6M | 0.03% | −518−0.3% | Reduced |
| Renaissance Technologies LLC | 192,437 | $26.7M | 0.04% | −69,600−26.6% | Reduced |
| Korea Investment CORP | 189,502 | $26.3M | 0.06% | +39,980+26.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 189,186 | $26.3M | 0.08% | +123,860+189.6% | Added |
| KBC Group NV | 183,445 | $25.5M | 0.08% | −171,244−48.3% | Reduced |
| State Board of Administration of Florida Retirement System | 181,742 | $25.2M | 0.05% | 00.0% | Unchanged |
| APG Asset Management N.V. | 194,729 | $25.0M | 0.08% | −15,651−7.4% | Reduced |
| Pinnacle Associates Ltd | 179,492 | $24.9M | 0.37% | −6,193−3.3% | Reduced |
| Nicholas Company, Inc. | 161,615 | $22.4M | 0.39% | −6,870−4.1% | Reduced |
| Russell Investments Group, Ltd. | 153,556 | $21.3M | 0.03% | +4,128+2.8% | Added |
| Great West Life Assurance Co | 152,619 | $21.2M | 0.04% | −1,830−1.2% | Reduced |
| Pictet Asset Management Holding SA | 152,741 | $21.2M | 0.02% | +21,703+16.6% | Added |
| Gillespie Robinson & Grimm Inc | 147,876 | $20.5M | 1.66% | −1,500−1.0% | Reduced |
| Allianz Asset Management GmbH | 146,782 | $20.4M | 0.03% | +102,431+231.0% | Added |