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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, 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.

Institutional holdersQ1 2025: 858 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 heldQ1 2025: $21.8B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Raymond James Financial Inc; share changes are against Q4 2024.

Institutions holding RJF in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
DHJJ Financial Advisors, Ltd.0$160.00%0Unchanged
Sandy Spring Bank0$460.00%0Unchanged
Y.D. More Investments Ltd263$980.00%+31+13.4%Added
West Branch Capital LLC1$1390.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC1$1390.00%+1New
Hexagon Capital Partners LLC2$2780.00%00.0%Unchanged
Private Wealth Asset Management, LLC2$2780.00%+2New
HFM Investment Advisors, LLC2$2780.00%+2New
Quest 10 Wealth Builders, Inc.3$3600.00%+3New
Wood Tarver Financial Group, LLC3$4170.00%00.0%Unchanged
Redwood Park Advisors LLC4$5560.00%00.0%Unchanged
Transce3nd, LLC4$5560.00%00.0%Unchanged
Winnow Wealth LLC5$6210.00%+2+66.7%Added
Chesapeake Asset Management LLC5$6940.00%+5New
Bay Harbor Wealth Management, LLC5$6940.00%+5New
True Wealth Design, LLC5$6950.00%−12−70.6%Reduced
Parkworth Wealth Management, Inc.5$6950.00%00.0%Unchanged
MPWM Advisory Solutions, LLC5$6950.00%00.0%Unchanged
Principia Wealth Advisory, LLC6$8180.00%+3+100.0%Added
West Paces Advisors Inc.6$8330.00%00.0%Unchanged
WestEnd Advisors, LLC6$8330.00%+2+50.0%Added
Financial Network Wealth Advisors LLC6$8330.00%+6New
Highline Wealth Partners LLC7$9720.00%+1+16.7%Added
American Capital Advisory, LLC7$9730.00%+7New
Capital Analysts, LLC8$1.00K0.00%−40−83.3%Reduced
AdvisorNet Financial, Inc8$1.11K0.00%−1−11.1%Reduced
Horizon Financial Services, LLC8$1.11K0.00%+8New
Rakuten Securities, Inc.8$1.11K0.00%+8New
Valued Wealth Advisors LLC8$1.11K0.00%00.0%Unchanged
Geneos Wealth Management Inc.9$1.25K0.00%00.0%Unchanged
Continuum Advisory, LLC9$1.25K0.00%00.0%Unchanged
Stonebridge Financial Group, LLC9$1.25K0.00%+9New
TFC Financial Management9$1.25K0.00%00.0%Unchanged
Activest Wealth Management10$1.39K0.00%+10New
Fuller & Thaler Asset Management, Inc.11$1.53K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.12$1.67K0.00%+12New
First Pacific Financial12$1.67K0.00%+12New
Greenline Partners, LLC13$1.81K0.00%+13New
Dogwood Wealth Management LLC13$1.81K0.00%+13New
Crowley Wealth Management, Inc.14$1.95K0.00%00.0%Unchanged
CoreCap Advisors, LLC14$1.95K0.00%+12+600.0%Added
Rialto Wealth Management, LLC14$1.95K0.00%+14New
Lazard Asset Management LLC18$2.00K0.00%+13+260.0%Added
WealthTrak Capital Management LLC15$2.08K0.00%−17−53.1%Reduced
Truvestments Capital LLC15$2.08K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc16$2.22K0.00%+16New
C M Bidwell & Associates Ltd16$2.22K0.00%00.0%Unchanged
SBI Securities Co., Ltd.17$2.36K0.00%00.0%Unchanged
Sachetta, LLC17$2.36K0.00%00.0%Unchanged
New Millennium Group LLC17$2.37K0.00%00.0%Unchanged
Dunhill Financial, LLC17$2.38K0.00%−11−39.3%Reduced
Jackson, Grant Investment Advisers, Inc.18$2.50K0.00%00.0%Unchanged
Sierra Ocean, LLC18$2.52K0.00%00.0%Unchanged
Bogart Wealth, LLC19$2.64K0.00%+6+46.2%Added
Albion Financial Group19$2.64K0.00%00.0%Unchanged
Hughes Financial Services, LLC20$2.76K0.00%+20New
SJS Investment Consulting Inc.21$2.92K0.00%00.0%Unchanged
Spire Wealth Management21$2.93K0.00%+3+16.7%Added
Ogorek Anthony Joseph27$3.00K0.00%+27New
Abound Wealth Management23$3.20K0.00%−10−30.3%Reduced
Raffa Wealth Management, LLC27$3.75K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.30$4.17K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC30$4.17K0.00%+30New
Asset Dedication, LLC30$4.17K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.31$4.31K0.00%+2+6.9%Added
Financial Management Professionals, Inc.32$4.45K0.00%−7−17.9%Reduced
MB, Levis & Associates, LLC33$4.58K0.00%00.0%Unchanged
McIlrath & Eck, LLC33$4.64K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.34$4.75K0.00%00.0%Unchanged
Investors Research Corp35$4.86K0.00%+35New
Harvest Fund Management Co., Ltd39$5.00K0.00%−4,091−99.1%Reduced
South Plains Financial, Inc.36$5.00K0.00%00.0%Unchanged
Avion Wealth33$5.00K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.37$5.10K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC38$5.28K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC40$5.56K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC45$6.21K0.01%00.0%Unchanged
FSA Wealth Management LLC45$6.25K0.00%00.0%Unchanged
Aspect Partners, LLC48$6.67K0.00%−3−5.9%Reduced
Washington Trust Co50$6.93K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.50$6.95K0.00%+50New
Kestra Investment Management, LLC51$7.08K0.00%+23+82.1%Added
Clark Wealth Partners52$7.22K0.01%+39+300.0%Added
Richardson Capital Management LLC55$7.64K0.00%+55New
Marshall & Sterling Wealth Advisors Inc.56$7.78K0.01%+56New
Pacific Center for Financial Services58$8.06K0.00%00.0%Unchanged
Private Wealth Management Group, LLC61$8.47K0.00%−17−21.8%Reduced
Anchor Investment Management, LLC61$8.47K0.00%00.0%Unchanged
Key Financial Inc62$8.61K0.00%00.0%Unchanged
Trust Co of Vermont62$8.61K0.00%+28+82.4%Added
Glen Eagle Advisors, LLC66$9.17K0.00%00.0%Unchanged
Creative Capital Management Investments LLC74$10.3K0.00%+74New
Golden State Wealth Management, LLC75$10.4K0.00%00.0%Unchanged
Saudi Central Bank77$10.7K0.06%+77New
Sunbelt Securities, Inc.80$11.1K0.00%+80New
Duncker Streett & Co Inc82$11.5K0.00%00.0%Unchanged
Indiana Trust & Investment Management CO85$11.8K0.00%00.0%Unchanged
City Holding Co85$11.8K0.00%+85New
NewSquare Capital LLC87$12.1K0.00%+80+1,142.9%Added
Eastern Bank91$12.6K0.00%−349−79.3%Reduced