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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
Family Wealth Group, LLC0$00.00%−2,163−100.0%Sold out
Simplicity Wealth,LLC0$00.00%−2,151−100.0%Sold out
B.O.S.S. Retirement Advisors, LLC0$00.00%−2,088−100.0%Sold out
Legacy Advisors, LLC0$00.00%−2,024−100.0%Sold out
Morningstar Investment Management LLC0$00.00%−1,859−100.0%Sold out
Canandaigua National Bank & Trust Co0$00.00%−1,856−100.0%Sold out
Stevens Capital Management LP0$00.00%−1,775−100.0%Sold out
Boston Private Wealth LLC0$00.00%−1,638−100.0%Sold out
Longboard Asset Management, LP0$00.00%−1,576−100.0%Sold out
Acadian Asset Management LLC0$00.00%−1,554−100.0%Sold out
Integrated Advisors Network LLC0$00.00%−1,494−100.0%Sold out
David Loasby0$00.00%−1,478−100.0%Sold out
Oak Harbor Wealth Partners, LLC0$00.00%−1,430−100.0%Sold out
Moseley Investment Management Inc0$00.00%−1,425−100.0%Sold out
Advisory Services Network, LLC0$00.00%−1,417−100.0%Sold out
Fayez Sarofim & Co0$00.00%−1,397−100.0%Sold out
CFM Wealth Partners LLC0$00.00%−1,387−100.0%Sold out
FSM Wealth Advisors, LLC0$00.00%−1,297−100.0%Sold out
Perigon Wealth Management, LLC0$00.00%−1,281−100.0%Sold out
Stratos Wealth Partners, LTD.0$00.00%−1,358−100.0%Sold out
Market Street Wealth Management Advisors LLC0$00.00%−1,351−100.0%Sold out
GTS Securities LLC0$00.00%−1,350−100.0%Sold out
WSFS Capital Management, LLC0$00.00%−1,340−100.0%Sold out
AE Wealth Management LLC0$00.00%−1,319−100.0%Sold out
SeaCrest Wealth Management, LLC0$00.00%−1,315−100.0%Sold out
Pathway Financial Advisors LLC0$00.00%−1,293−100.0%Sold out
Sax Wealth Advisors, LLC0$00.00%−1,290−100.0%Sold out
Kapitalo Investimentos Ltda0$00.00%−1,174−100.0%Sold out
American National Bank0$00.00%−575−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−465−100.0%Sold out
Mizuho Bank, Ltd.0$00.00%−340−100.0%Sold out
First Community Trust NA0$00.00%−163−100.0%Sold out
LGT Financial Advisors LLC0$00.00%−124−100.0%Sold out
Raleigh Capital Management Inc.0$00.00%−113−100.0%Sold out
Global X Japan Co., Ltd.0$00.00%−108−100.0%Sold out
First Financial Corp0$00.00%−63−100.0%Sold out
Creekmur Asset Management LLC0$00.00%−56−100.0%Sold out
R Squared Ltd0$00.00%−50−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−36−100.0%Sold out
North Star Investment Management Corp.0$00.00%−32−100.0%Sold out
Beaird Harris Wealth Management, LLC0$00.00%−31−100.0%Sold out
Cullen/Frost Bankers, Inc.0$00.00%−24−100.0%Sold out
FLP Wealth Management, LLC0$00.00%−19−100.0%Sold out
Riverview Trust Co0$00.00%−6−100.0%Sold out
Old Second National Bank of Aurora0$00.00%−5−100.0%Sold out
Cape Investment Advisory, Inc.0$00.00%−1−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Access Investment Management LLC––––Not filed
Swedbank AB––––Not filed
Wetherby Asset Management Inc––––Not filed
Lake Street Advisors Group, LLC––––Not filed
Vise Technologies, Inc.––––Not filed
Global Retirement Partners, LLC––––Not filed
Bray Capital Advisors––––Not filed
Zions Bancorporation, N.A.––––Not filed
Cassady Schiller Wealth Management, LLC––––Not filed