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 |
|---|---|---|---|---|---|
| Checchi Capital Advisers, LLC | 2,712 | $376.7K | 0.03% | +32+1.2% | Added |
| National Asset Management, Inc. | 2,715 | $377.1K | 0.01% | −2,273−45.6% | Reduced |
| Fulton Bank, N.A. | 2,726 | $378.7K | 0.02% | +59+2.2% | Added |
| FORM Wealth Advisors, LLC | 2,727 | $378.7K | 0.05% | +2,727 | New |
| Greenleaf Trust | 2,734 | $379.8K | 0.00% | −1,264−31.6% | Reduced |
| MTM Investment Management, LLC | 2,752 | $380.1K | 0.15% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,741 | $380.8K | 0.03% | +2,741 | New |
| Vontobel Holding Ltd. | 2,749 | $381.9K | 0.00% | −463−14.4% | Reduced |
| Samalin Investment Counsel, LLC | 2,784 | $386.7K | 0.16% | −144−4.9% | Reduced |
| ABLE Financial Group, LLC | 2,795 | $388.3K | 0.11% | +2,795 | New |
| Level Four Advisory Services, LLC | 2,813 | $390.8K | 0.02% | +137+5.1% | Added |
| Collective Family Office LLC | 2,850 | $395.9K | 0.11% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,849 | $396.0K | 0.00% | +1,838+181.8% | Added |
| Brighton Jones LLC | 2,862 | $397.6K | 0.01% | +100+3.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,899 | $402.7K | 0.02% | −255−8.1% | Reduced |
| Petrus Trust Company, LTA | 2,900 | $402.8K | 0.04% | −1,175−28.8% | Reduced |
| Prospera Financial Services Inc | 2,908 | $404.0K | 0.01% | +1,419+95.3% | Added |
| Snowden Capital Advisors LLC | 2,909 | $404.1K | 0.01% | −194−6.3% | Reduced |
| Kestra Private Wealth Services, LLC | 2,966 | $412.0K | 0.01% | −246−7.7% | Reduced |
| ASR Vermogensbeheer N.V. | 2,984 | $414.4K | 0.01% | +2,984 | New |
| Oak Thistle LLC | 2,995 | $416.0K | 0.08% | +2,995 | New |
| Smartleaf Asset Management LLC | 3,004 | $417.7K | 0.04% | −155−4.9% | Reduced |
| Argus Investors' Counsel, Inc. | 3,019 | $419.4K | 0.32% | −90−2.9% | Reduced |
| Huntington National Bank | 3,030 | $420.9K | 0.00% | +247+8.9% | Added |
| Quad-Cities Investment Group, LLC | 3,035 | $421.6K | 0.21% | +8+0.3% | Added |
| Great Lakes Retirement, Inc. | 3,054 | $424.2K | 0.06% | +129+4.4% | Added |
| Novak & Powell Financial Services, Inc. | 3,073 | $426.8K | 0.27% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 3,084 | $428.4K | 0.20% | +1,570+103.7% | Added |
| Tectonic Advisors LLC | 3,119 | $433.3K | 0.03% | −1,125−26.5% | Reduced |
| Abc Arbitrage SA | 3,125 | $434.1K | 0.08% | +3,125 | New |
| Shulman DeMeo Asset Management LLC | 3,139 | $436.1K | 0.12% | −8−0.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,142 | $436.5K | 0.04% | +121+4.0% | Added |
| BOK Financial Private Wealth, Inc. | 3,165 | $439.7K | 0.03% | +3,081+3,667.9% | Added |
| Dock Street Asset Management Inc | 3,196 | $444.0K | 0.05% | −669−17.3% | Reduced |
| Sequoia Financial Advisors, LLC | 3,230 | $448.6K | 0.00% | +261+8.8% | Added |
| Waterloo Capital, L.P. | 3,238 | $449.7K | 0.04% | +27+0.8% | Added |
| Atlanta Consulting Group Advisors, LLC | 3,241 | $450.2K | 0.13% | −538−14.2% | Reduced |
| MUFG Securities Americas Inc. | 3,264 | $453.4K | 0.05% | +563+20.8% | Added |
| Red Door Wealth Management, LLC | 3,264 | $453.4K | 0.07% | +3,264 | New |
| Bessemer Group Inc | 3,295 | $458.0K | 0.00% | −16,873−83.7% | Reduced |
| Venturi Wealth Management, LLC | 3,318 | $460.9K | 0.02% | +73+2.2% | Added |
| J.W. Cole Advisors, Inc. | 3,324 | $461.7K | 0.01% | +35+1.1% | Added |
| Northwestern Mutual Wealth Management Co | 3,359 | $466.6K | 0.00% | −116−3.3% | Reduced |
| Everence Capital Management Inc | 3,370 | $468.0K | 0.03% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 3,383 | $469.9K | 0.09% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 3,404 | $472.9K | 0.03% | −49−1.4% | Reduced |
| RSM US Wealth Management LLC | 3,421 | $475.2K | 0.01% | −608−15.1% | Reduced |
| Texas Yale Capital Corp. | 3,445 | $478.5K | 0.02% | +47+1.4% | Added |
| NVWM, LLC | 3,498 | $485.9K | 0.13% | +3,489+38,766.7% | Added |
| New Wave Wealth Advisors LLC | 3,518 | $488.7K | 0.22% | +3,518 | New |
| Schonfeld Strategic Advisors LLC | 3,521 | $489.1K | 0.00% | −775−18.0% | Reduced |
| Inceptionr LLC | 3,544 | $490.5K | 0.15% | −6,990−66.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,579 | $497.2K | 0.03% | +250+7.5% | Added |
| Group One Trading, L.P. | 3,683 | $511.6K | 0.02% | +3,683 | New |
| Guggenheim Capital LLC | 3,687 | $512.2K | 0.00% | −319−8.0% | Reduced |
| Impact Partnership Wealth, LLC | 3,719 | $516.6K | 0.11% | +3,719 | New |
| Shell Asset Management Co | 3,780 | $525.0K | 0.02% | −158−4.0% | Reduced |
| Wealthcare Advisory Partners LLC | 3,783 | $525.5K | 0.01% | +1,352+55.6% | Added |
| MQS Management LLC | 3,791 | $526.6K | 0.30% | +3,791 | New |
| Beverly Hills Private Wealth, LLC | 3,804 | $528.4K | 0.10% | +114+3.1% | Added |
| HB Wealth Management, LLC | 3,825 | $531.3K | 0.00% | +2,391+166.7% | Added |
| Synovus Financial Corp | 3,891 | $540.5K | 0.01% | +1,936+99.0% | Added |
| Quadrant Capital Group LLC | 3,908 | $542.9K | 0.02% | +2,499+177.4% | Added |
| NJ State Employees Deferred Compensation Plan | 4,000 | $555.6K | 0.07% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 4,000 | $555.6K | 0.01% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 4,015 | $557.7K | 0.01% | +10.0% | Added |
| Guinness Asset Management LTD | 4,023 | $558.8K | 0.01% | −395−8.9% | Reduced |
| NorthRock Partners, LLC | 4,106 | $570.3K | 0.02% | −190−4.4% | Reduced |
| Empowered Funds, LLC | 4,142 | $573.3K | 0.01% | +314+8.2% | Added |
| Coldstream Capital Management Inc | 4,139 | $574.9K | 0.01% | +135+3.4% | Added |
| Harrell Investment Partners, LLC | 4,153 | $576.9K | 0.17% | +13+0.3% | Added |
| Balyasny Asset Management LLC | 4,205 | $584.1K | 0.00% | +2,041+94.3% | Added |
| Exchange Traded Concepts, LLC | 4,213 | $585.2K | 0.01% | +2,304+120.7% | Added |
| First Eagle Investment Management, LLC | 4,238 | $588.7K | 0.00% | −569−11.8% | Reduced |
| Global Financial Private Client, LLC | 4,298 | $597.0K | 0.23% | +10+0.2% | Added |
| Johnson Investment Counsel Inc | 4,314 | $599.3K | 0.01% | −15−0.3% | Reduced |
| Net Worth Advisory Group | 4,339 | $602.7K | 0.19% | −104−2.3% | Reduced |
| Confluence Wealth Services, Inc. | 4,458 | $603.3K | 0.04% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,349 | $604.1K | 0.00% | +1,528+54.2% | Added |
| United Services Automobile Association | 4,353 | $605.1K | 0.02% | +4,353 | New |
| Wolverine Trading, LLC | 4,387 | $609.8K | 0.02% | −7,067−61.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,393 | $610.2K | 0.01% | +160+3.8% | Added |
| Forum Financial Management, LP | 4,501 | $625.2K | 0.01% | −506−10.1% | Reduced |
| Empirical Asset Management, LLC | 4,543 | $631.1K | 0.22% | +4,543 | New |
| Ronald Blue Trust, Inc. | 4,634 | $643.7K | 0.01% | +972+26.5% | Added |
| one8zero8, LLC | 4,637 | $644.1K | 0.15% | +1,000+27.5% | Added |
| Applied Finance Capital Management, LLC | 4,705 | $653.6K | 0.05% | +4,705 | New |
| Sowell Financial Services LLC | 4,707 | $653.8K | 0.03% | +4,707 | New |
| Cyndeo Wealth Partners, LLC | 4,758 | $660.9K | 0.04% | −21−0.4% | Reduced |
| Skylands Capital, LLC | 4,787 | $662.6K | 0.10% | 00.0% | Unchanged |
| State of Wyoming | 4,801 | $666.9K | 0.09% | +2,521+110.6% | Added |
| Cookson Peirce & Co Inc | 4,816 | $669.0K | 0.03% | +4,816 | New |
| V-Square Quantitative Management LLC | 4,826 | $670.4K | 0.10% | −22−0.5% | Reduced |
| Jain Global LLC | 4,841 | $672.5K | 0.01% | +4,841 | New |
| Principal Street Partners, LLC | 4,853 | $674.1K | 0.13% | +34+0.7% | Added |
| GAMMA Investing LLC | 4,858 | $674.8K | 0.05% | +2,197+82.6% | Added |
| Bayforest Capital Ltd | 4,960 | $689.0K | 0.30% | +3,511+242.3% | Added |
| Tranquility Partners, LLC | 4,967 | $690.0K | 0.27% | −42−0.8% | Reduced |
| Wetzel Investment Advisors, Inc. | 5,029 | $698.6K | 0.35% | 00.0% | Unchanged |
| Fairtree Asset Management (Pty) Ltd | 5,067 | $703.9K | 0.57% | +5,067 | New |