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 |
|---|---|---|---|---|---|
| Cohen & Steers, Inc. | 1,400 | $194.0K | 0.00% | +1,400 | New |
| Stephenson National Bank & Trust | 1,441 | $200.2K | 0.07% | −108−7.0% | Reduced |
| Kooman & Associates | 1,442 | $200.3K | 0.07% | +14+1.0% | Added |
| Dorsey & Whitney Trust CO LLC | 1,454 | $202.0K | 0.01% | +11+0.8% | Added |
| Flossbach Von Storch AG | 1,475 | $204.9K | 0.00% | +1,475 | New |
| Change Path, LLC | 1,498 | $208.1K | 0.01% | +1,498 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,504 | $208.9K | 0.03% | +53+3.7% | Added |
| EP Wealth Advisors, LLC | 1,506 | $209.2K | 0.00% | +78+5.5% | Added |
| Deane Retirement Strategies, Inc. | 1,507 | $209.3K | 0.10% | 00.0% | Unchanged |
| Winebrenner Capital Management LLC | 1,524 | $211.7K | 0.19% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 1,563 | $216.3K | 0.05% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,558 | $216.4K | 0.01% | +217+16.2% | Added |
| Oxford Asset Management LLP | 1,560 | $216.7K | 0.10% | +1,560 | New |
| Prelude Capital Management, LLC | 1,565 | $217.4K | 0.02% | +43+2.8% | Added |
| RBA Wealth Management, LLC | 1,567 | $217.7K | 0.09% | 00.0% | Unchanged |
| Carson Advisory Inc. | 1,586 | $220.3K | 0.15% | +4+0.3% | Added |
| Buckingham Strategic Partners | 1,589 | $220.8K | 0.00% | +1,589 | New |
| Schechter Investment Advisors, LLC | 1,606 | $223.1K | 0.02% | −254−13.7% | Reduced |
| Great Lakes Advisors, LLC | 1,628 | $226.1K | 0.00% | +21+1.3% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,638 | $227.5K | 0.03% | −323−16.5% | Reduced |
| Edmp, Inc. | 1,662 | $230.9K | 0.19% | −79−4.5% | Reduced |
| Aspire Growth Partners LLC | 1,613 | $231.0K | 0.20% | +11+0.7% | Added |
| Simon Quick Advisors, LLC | 1,668 | $231.7K | 0.01% | +356+27.1% | Added |
| Capstone Investment Advisors, LLC | 1,694 | $235.3K | 0.00% | −2,873−62.9% | Reduced |
| Central Bank & Trust Co | 1,716 | $238.4K | 0.04% | −64−3.6% | Reduced |
| NewEdge Wealth, LLC | 1,734 | $240.8K | 0.00% | −1,559−47.3% | Reduced |
| PharVision Advisers, LLC | 1,739 | $241.6K | 0.34% | +1,739 | New |
| HighPoint Advisor Group LLC | 1,790 | $247.2K | 0.01% | −111−5.8% | Reduced |
| Ameritas Investment Partners, Inc. | 1,783 | $247.7K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,787 | $248.2K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,793 | $248.9K | 0.05% | +1,147+177.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,806 | $250.9K | 0.11% | +8+0.4% | Added |
| First Bank & Trust | 1,807 | $251.0K | 0.05% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 1,729 | $251.6K | 0.01% | +137+8.6% | Added |
| Polymer Capital Management (US) LLC | 1,832 | $254.5K | 0.08% | +1,832 | New |
| Southeast Asset Advisors Inc. | 1,846 | $256.4K | 0.03% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,856 | $257.9K | 0.01% | +39+2.1% | Added |
| Stratos Wealth Advisors, LLC | 1,858 | $258.1K | 0.01% | −283−13.2% | Reduced |
| PGGM Investments | 1,881 | $261.0K | 0.00% | +531+39.3% | Added |
| Mather Group, LLC. | 1,880 | $261.1K | 0.00% | +207+12.4% | Added |
| Novare Capital Management LLC | 1,880 | $261.2K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,885 | $261.8K | 0.02% | +782+70.9% | Added |
| Essex Financial Services, Inc. | 1,918 | $266.4K | 0.02% | −843−30.5% | Reduced |
| Sagespring Wealth Partners, LLC | 1,933 | $268.5K | 0.01% | +347+21.9% | Added |
| Allred Capital Management, LLC | 1,934 | $268.6K | 0.11% | +60+3.2% | Added |
| Savant Capital, LLC | 1,967 | $273.2K | 0.00% | −411−17.3% | Reduced |
| Brown Advisory Inc | 1,970 | $273.7K | 0.00% | +466+31.0% | Added |
| Abn Amro Investment Solutions | 1,987 | $276.0K | 0.01% | −30−1.5% | Reduced |
| Ontario Teachers Pension Plan Board | 1,990 | $276.4K | 0.00% | +1,990 | New |
| Principle Wealth Partners LLC | 2,000 | $277.8K | 0.02% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 2,017 | $280.1K | 0.00% | +94+4.9% | Added |
| Cigna Investments Inc | 2,044 | $284.0K | 0.05% | +81+4.1% | Added |
| Meeder Advisory Services, Inc. | 2,049 | $284.7K | 0.02% | +393+23.7% | Added |
| Dynamic Advisor Solutions LLC | 2,057 | $285.8K | 0.01% | +229+12.5% | Added |
| Financial Insights, Inc. | 2,061 | $286.3K | 0.11% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 2,081 | $289.1K | 0.04% | −30−1.4% | Reduced |
| Berry Wealth Group, LP | 2,104 | $292.3K | 0.23% | +5+0.2% | Added |
| Trust Asset Management LLC | 2,119 | $294.4K | 0.02% | −142−6.3% | Reduced |
| Syon Capital LLC | 2,173 | $301.8K | 0.02% | +2,173 | New |
| Cadent Capital Advisors, LLC | 2,175 | $302.1K | 0.11% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 2,183 | $303.2K | 0.04% | +2+0.1% | Added |
| CX Institutional | 2,216 | $308.0K | 0.01% | −107−4.6% | Reduced |
| MBB Public Markets I LLC | 2,226 | $309.2K | 0.04% | +2,226 | New |
| Flagship Harbor Advisors, LLC | 2,259 | $313.9K | 0.02% | −573−20.2% | Reduced |
| Horizon Advisory Services, Inc. | 2,272 | $315.6K | 0.18% | +35+1.6% | Added |
| IFP Advisors, Inc | 2,316 | $321.8K | 0.01% | −345−13.0% | Reduced |
| Harbor Investment Advisory, LLC | 2,317 | $321.9K | 0.03% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 2,328 | $323.4K | 0.08% | −163−6.5% | Reduced |
| Principal Securities, Inc. | 2,092 | $324.9K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,349 | $326.3K | 0.09% | −141−5.7% | Reduced |
| Cornerstone Wealth Group, LLC | 2,370 | $329.1K | 0.03% | +36+1.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,378 | $330.0K | 0.00% | −8,541−78.2% | Reduced |
| Parallel Advisors, LLC | 2,383 | $331.0K | 0.01% | +131+5.8% | Added |
| Ballentine Partners, LLC | 2,408 | $334.5K | 0.01% | +124+5.4% | Added |
| Morey & Quinn Wealth Partners, LLC | 2,411 | $334.9K | 0.28% | +19+0.8% | Added |
| Salem Investment Counselors Inc | 2,413 | $335.2K | 0.01% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 2,416 | $335.6K | 0.36% | +2,416 | New |
| Evercore Wealth Management, LLC | 2,428 | $337.3K | 0.01% | −200−7.6% | Reduced |
| Joel Adams & Associates, Inc. | 2,432 | $337.9K | 0.30% | +10.0% | Added |
| Pitcairn Co | 2,450 | $340.3K | 0.02% | +322+15.1% | Added |
| Drive Wealth Management, LLC | 2,453 | $340.8K | 0.08% | −29−1.2% | Reduced |
| Portside Wealth Group, LLC | 2,469 | $343.0K | 0.06% | +132+5.6% | Added |
| Clarus Group, Inc. | 2,500 | $347.2K | 0.13% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 2,510 | $348.7K | 0.08% | +2,510 | New |
| Ostrum Asset Management | 2,541 | $353.0K | 0.02% | −68−2.6% | Reduced |
| Calton & Associates, Inc. | 2,550 | $354.2K | 0.08% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 2,560 | $355.6K | 0.01% | +950+59.0% | Added |
| Blue Chip Partners, Inc. | 2,565 | $356.3K | 0.03% | +12+0.5% | Added |
| Profund Advisors LLC | 2,592 | $360.1K | 0.02% | −136−5.0% | Reduced |
| Blueshift Asset Management, LLC | 2,602 | $361.4K | 0.14% | +2,602 | New |
| Phillips Wealth Planners LLC | 2,681 | $362.8K | 0.38% | +9+0.3% | Added |
| Integrated Quantitative Investments LLC | 2,612 | $362.8K | 0.18% | +2,612 | New |
| Stonebrook Private Inc. | 2,615 | $363.2K | 0.09% | −232−8.1% | Reduced |
| Horizon Investments, LLC | 2,646 | $366.2K | 0.01% | +113+4.5% | Added |
| Rehmann Capital Advisory Group | 2,656 | $369.0K | 0.02% | +182+7.4% | Added |
| Quadrature Capital Ltd | 2,670 | $370.7K | 0.01% | −804−23.1% | Reduced |
| Agate Pass Investment Management, LLC | 2,682 | $372.6K | 0.16% | −286−9.6% | Reduced |
| Westpac Banking Corp | 2,697 | $374.6K | 0.03% | −117−4.2% | Reduced |
| Darwin Advisors, LLC | 2,413 | $374.9K | 0.13% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 2,702 | $375.3K | 0.02% | +41+1.5% | Added |