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 |
|---|---|---|---|---|---|
| South Dakota Investment Council | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 103 | $14.3K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 104 | $14.4K | 0.00% | +104 | New |
| MV Capital Management, Inc. | 111 | $15.4K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 111 | $15.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 115 | $16.0K | 0.00% | −65−36.1% | Reduced |
| GW&K Investment Management, LLC | 114 | $16.0K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 116 | $16.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 121 | $16.8K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 121 | $16.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 120 | $17.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 126 | $17.4K | 0.01% | +13+11.5% | Added |
| Harbour Investments, Inc. | 126 | $17.5K | 0.00% | +67+113.6% | Added |
| Birchbrook, Inc. | 131 | $18.2K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 141 | $19.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 145 | $19.6K | 0.00% | +71+95.9% | Added |
| Princeton Global Asset Management LLC | 145 | $20.1K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 150 | $20.6K | 0.01% | +150 | New |
| Meeder Asset Management Inc | 149 | $20.7K | 0.00% | +84+129.2% | Added |
| Accredited Wealth Management, LLC | 149 | $20.7K | 0.02% | +149 | New |
| WPG Advisers, LLC | 161 | $22.4K | 0.02% | −8−4.7% | Reduced |
| TD Waterhouse Canada Inc. | 166 | $22.9K | 0.00% | −18−9.8% | Reduced |
| Wayfinding Financial, LLC | 172 | $23.0K | 0.01% | +172 | New |
| Creative Financial Designs Inc | 166 | $23.1K | 0.00% | +116+232.0% | Added |
| Valley National Advisers Inc | 176 | $24.0K | 0.00% | +4+2.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 175 | $24.3K | 0.01% | +1+0.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 179 | $24.9K | 0.00% | +179 | New |
| Central Pacific Bank - Trust Division | 183 | $25.4K | 0.00% | +58+46.4% | Added |
| Versant Capital Management, Inc | 191 | $26.5K | 0.00% | −37−16.2% | Reduced |
| Deseret Mutual Benefit Administrators | 192 | $26.7K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 201 | $27.0K | 0.00% | +26+14.9% | Added |
| Alpine Bank Wealth Management | 197 | $27.4K | 0.00% | +197 | New |
| Wolff Wiese Magana LLC | 203 | $28.2K | 0.02% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 217 | $30.5K | 0.00% | −19−8.1% | Reduced |
| TD Private Client Wealth LLC | 229 | $31.8K | 0.00% | +59+34.7% | Added |
| Financial Network Wealth Management LLC | 240 | $33.0K | 0.01% | +240 | New |
| Riggs Asset Managment Co. Inc. | 250 | $34.7K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 253 | $35.1K | 0.00% | −33−11.5% | Reduced |
| Future Financial Wealth Managment LLC | 259 | $36.0K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 270 | $37.5K | 0.01% | +120+80.0% | Added |
| TCTC Holdings, LLC | 287 | $39.9K | 0.00% | +121+72.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 289 | $40.1K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 296 | $41.1K | 0.00% | −56−15.9% | Reduced |
| Operose Advisors LLC | 300 | $41.7K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 304 | $42.2K | 0.00% | +26+9.4% | Added |
| Capital A Wealth Management, LLC | 317 | $44.0K | 0.05% | −776−71.0% | Reduced |
| Larson Financial Group LLC | 325 | $45.2K | 0.00% | +255+364.3% | Added |
| Laurel Wealth Advisors LLC | 364 | $50.6K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 375 | $52.1K | 0.00% | +375 | New |
| Trust Co | 379 | $52.6K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 382 | $53.1K | 0.01% | −105−21.6% | Reduced |
| MAI Capital Management | 383 | $53.1K | 0.00% | −107−21.8% | Reduced |
| Manchester Capital Management LLC | 396 | $55.0K | 0.01% | −78−16.5% | Reduced |
| Zions Bancorporation, National Association | 433 | $60.1K | 0.00% | +433 | New |
| Whittier Trust Co | 434 | $60.3K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 461 | $64.0K | 0.04% | +460+46,000.0% | Added |
| Cromwell Holdings LLC | 474 | $65.8K | 0.04% | +10+2.2% | Added |
| Resources Management Corp | 472 | $66.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 480 | $66.7K | 0.01% | −10−2.0% | Reduced |
| Sentry Investment Management LLC | 541 | $68.0K | 0.05% | −162−23.0% | Reduced |
| Assetmark, Inc | 493 | $68.5K | 0.00% | +40+8.8% | Added |
| Pinnacle Financial Partners Inc | 442 | $68.7K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 495 | $68.8K | 0.00% | +47+10.5% | Added |
| EverSource Wealth Advisors, LLC | 499 | $69.3K | 0.00% | +137+37.8% | Added |
| Foster Dykema Cabot & Partners, LLC | 500 | $69.5K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 514 | $71.4K | 0.00% | −315−38.0% | Reduced |
| Capital Advisors, Ltd. LLC | 526 | $73.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 542 | $75.0K | 0.05% | +205+60.8% | Added |
| HM Payson & Co | 550 | $76.4K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 579 | $80.0K | 0.00% | +84+17.0% | Added |
| Parkside Financial Bank & Trust | 597 | $82.9K | 0.01% | +6+1.0% | Added |
| Delta Asset Management LLC | 600 | $83.3K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 626 | $87.0K | 0.00% | +144+29.9% | Added |
| ORG Wealth Partners, LLC | 663 | $91.6K | 0.03% | +663 | New |
| Addison Advisors LLC | 697 | $96.8K | 0.03% | +5+0.7% | Added |
| DT Investment Partners, LLC | 719 | $99.9K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 745 | $102.3K | 0.00% | +164+28.2% | Added |
| Colonial Trust Co | 746 | $104.3K | 0.02% | −1,989−72.7% | Reduced |
| Ci Investments Inc. | 765 | $106.0K | 0.00% | −250−24.6% | Reduced |
| Massmutual Trust Co FSB | 788 | $109.5K | 0.00% | +195+32.9% | Added |
| Federated Hermes, Inc. | 814 | $113.1K | 0.00% | +54+7.1% | Added |
| Arlington Trust Co LLC | 830 | $115.4K | 0.02% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 855 | $118.8K | 0.06% | +855 | New |
| Caldwell Trust Co | 869 | $120.7K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 891 | $123.8K | 0.03% | +654+275.9% | Added |
| Johnson Financial Group, Inc. | 896 | $124.5K | 0.01% | +615+218.9% | Added |
| Ossiam | 898 | $124.7K | 0.00% | −477−34.7% | Reduced |
| Penserra Capital Management LLC | 913 | $126.0K | 0.00% | −424−31.7% | Reduced |
| Kentucky Trust Co | 980 | $136.1K | 0.08% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 994 | $137.3K | 0.00% | +82+9.0% | Added |
| First United Bank Trust | 1,055 | $146.6K | 0.05% | +1,055 | New |
| Park Place Capital Corp | 1,062 | $147.5K | 0.04% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,107 | $153.8K | 0.12% | −4−0.4% | Reduced |
| Globeflex Capital L P | 1,130 | $157.0K | 0.01% | +1,130 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1,150 | $159.7K | 0.07% | +1,150 | New |
| PSI Advisors, LLC | 1,157 | $160.7K | 0.05% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,270 | $176.4K | 0.00% | −4−0.3% | Reduced |
| Walleye Capital LLC | 1,329 | $184.6K | 0.00% | +1,329 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,332 | $184.9K | 0.01% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 1,358 | $188.6K | 0.01% | −39−2.8% | Reduced |