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 |
|---|---|---|---|---|---|
| Covenant Partners, LLC | 5,093 | $707.5K | 0.23% | 00.0% | Unchanged |
| Centiva Capital, LP | 5,186 | $720.4K | 0.04% | +5,186 | New |
| HBK Sorce Advisory LLC | 5,309 | $737.5K | 0.02% | −21−0.4% | Reduced |
| Engineers Gate Manager LP | 5,335 | $741.1K | 0.01% | +5,335 | New |
| Intellus Advisors LLC | 5,381 | $747.5K | 0.13% | −199−3.6% | Reduced |
| Boothbay Fund Management, LLC | 5,413 | $751.9K | 0.03% | +5,413 | New |
| Scientech Research LLC | 5,430 | $754.3K | 0.20% | +5,430 | New |
| Vident Advisory, LLC | 5,431 | $754.7K | 0.01% | +1,604+41.9% | Added |
| Gateway Investment Advisers LLC | 5,437 | $755.3K | 0.01% | +43+0.8% | Added |
| Bridgewater Advisors Inc. | 5,508 | $760.6K | 0.07% | +5,508 | New |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 5,500 | $764.0K | 0.03% | +700+14.6% | Added |
| Belpointe Asset Management LLC | 5,524 | $767.4K | 0.04% | +854+18.3% | Added |
| Signature Wealth Management Group | 5,565 | $773.0K | 0.30% | +120+2.2% | Added |
| D.A. Davidson & Co. | 5,603 | $778.3K | 0.01% | +197+3.6% | Added |
| Systematic Alpha Investments, LLC | 5,700 | $791.8K | 0.03% | 00.0% | Unchanged |
| Norden Group LLC | 5,702 | $792.1K | 0.09% | −506−8.2% | Reduced |
| MGB Wealth Management, LLC | 5,703 | $792.2K | 0.29% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 5,800 | $805.7K | 0.92% | +5,800 | New |
| Nomura Holdings Inc | 5,830 | $809.8K | 0.00% | −195−3.2% | Reduced |
| Farringdon Capital, Ltd. | 5,849 | $812.5K | 0.41% | +5,849 | New |
| Bradley Foster & Sargent Inc | 5,858 | $813.7K | 0.01% | −757−11.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,865 | $814.7K | 0.01% | +56+1.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,893 | $818.6K | 0.06% | +5,893 | New |
| Intrust Bank NA | 6,033 | $838.0K | 0.08% | +399+7.1% | Added |
| Tower Research Capital LLC (TRC) | 6,207 | $845.8K | 0.03% | −5,329−46.2% | Reduced |
| Staley Capital Advisers Inc | 6,250 | $868.2K | 0.04% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 6,311 | $876.7K | 0.01% | −765−10.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,330 | $879.3K | 0.03% | +153+2.5% | Added |
| Stephens Inc | 6,341 | $880.8K | 0.01% | −9−0.1% | Reduced |
| Empirical Finance, LLC | 6,390 | $887.6K | 0.05% | +176+2.8% | Added |
| Umb Bank N A | 6,441 | $894.7K | 0.01% | −38,912−85.8% | Reduced |
| Yorktown Management & Research Co Inc | 6,450 | $896.0K | 0.97% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 6,532 | $907.4K | 0.04% | +6,532 | New |
| Tokio Marine Asset Management Co Ltd | 6,574 | $913.2K | 0.03% | +453+7.4% | Added |
| Uniting Wealth Partners, LLC | 6,606 | $917.6K | 0.46% | 00.0% | Unchanged |
| Ieq Capital, LLC | 6,670 | $926.5K | 0.01% | −1,385−17.2% | Reduced |
| Simplex Trading, LLC | 6,706 | $931.0K | 0.03% | +6,706 | New |
| Muirfield Wealth Advisors LLC | 6,721 | $933.6K | 0.79% | +21+0.3% | Added |
| Wealthspire Advisors, LLC | 6,769 | $940.2K | 0.01% | −43−0.6% | Reduced |
| Qtron Investments LLC | 6,940 | $964.0K | 0.14% | 00.0% | Unchanged |
| Twin Capital Management Inc | 7,004 | $972.9K | 0.11% | +7,004 | New |
| Investment Management Corp of Ontario | 7,224 | $1.00M | 0.02% | +7,224 | New |
| West Michigan Advisors, LLC | 7,290 | $1.01M | 0.34% | −951−11.5% | Reduced |
| Achmea Investment Management B.V. | 7,301 | $1.01M | 0.01% | −8,256−53.1% | Reduced |
| One + One Wealth Management, LLC | 7,558 | $1.05M | 0.57% | −299−3.8% | Reduced |
| Oxford Financial Group Ltd | 7,558 | $1.05M | 0.07% | +687+10.0% | Added |
| Capital Investment Advisors, LLC | 7,561 | $1.05M | 0.02% | −20.0% | Reduced |
| Machina Capital S.A.S. | 7,568 | $1.05M | 0.31% | +7,568 | New |
| Concurrent Investment Advisors, LLC | 7,605 | $1.06M | 0.03% | −364−4.6% | Reduced |
| CAPROCK Group, Inc. | 7,659 | $1.06M | 0.03% | +1,452+23.4% | Added |
| Quantitative Investment Management, LLC | 7,696 | $1.07M | 0.10% | +6,236+427.1% | Added |
| Cumberland Partners Ltd | 7,700 | $1.07M | 0.08% | −1,000−11.5% | Reduced |
| Formidable Asset Management, LLC | 7,803 | $1.08M | 0.18% | −98−1.2% | Reduced |
| Moody National Bank Trust Division | 7,865 | $1.09M | 0.11% | +17+0.2% | Added |
| Cinctive Capital Management LP | 8,052 | $1.12M | 0.09% | +8,052 | New |
| Consolidated Planning Corp | 8,081 | $1.12M | 0.15% | +19+0.2% | Added |
| Cavalier Investments, LLC | 8,137 | $1.13M | 0.38% | −14−0.2% | Reduced |
| Trust Co of Toledo NA | 8,165 | $1.13M | 0.15% | 00.0% | Unchanged |
| Vestcor Inc | 8,229 | $1.14M | 0.04% | +4,833+142.3% | Added |
| ING Groep NV | 8,272 | $1.15M | 0.01% | +30.0% | Added |
| Virtus Investment Advisers, Inc. | 8,285 | $1.15M | 0.31% | +8,285 | New |
| CIBC World Markets Inc. | 8,382 | $1.16M | 0.00% | +6,210+285.9% | Added |
| Crestwood Advisors Group LLC | 8,383 | $1.16M | 0.02% | +6,401+323.0% | Added |
| Signaturefd, LLC | 8,419 | $1.17M | 0.02% | −40−0.5% | Reduced |
| E. Ohman J:or Asset Management AB | 8,450 | $1.17M | 0.03% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 8,452 | $1.17M | 0.87% | +8,452 | New |
| AG2R la Mondiale Gestion D'Actifs | 8,001 | $1.18M | 0.06% | +8,001 | New |
| Wealthfront Advisers LLC | 8,549 | $1.19M | 0.00% | −116−1.3% | Reduced |
| New Mexico Educational Retirement Board | 8,575 | $1.19M | 0.04% | −300−3.4% | Reduced |
| iA Global Asset Management Inc. | 8,610 | $1.20M | 0.02% | +478+5.9% | Added |
| Chiron Capital Management, LLC | 8,650 | $1.20M | 1.09% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 8,652 | $1.20M | 0.06% | −976−10.1% | Reduced |
| Intact Investment Management Inc. | 8,700 | $1.21M | 0.04% | +500+6.1% | Added |
| Mount Yale Investment Advisors, LLC | 8,709 | $1.21M | 0.10% | −9,978−53.4% | Reduced |
| Hancock Whitney Corp | 8,793 | $1.22M | 0.04% | +8,793 | New |
| RMB Capital Management, LLC | 9,035 | $1.26M | 0.03% | +4,165+85.5% | Added |
| Bill Few Associates, Inc. | 9,095 | $1.26M | 0.45% | −500−5.2% | Reduced |
| Natixis | 9,346 | $1.28M | 0.01% | −5,466−36.9% | Reduced |
| Peak Planning Group, LLC | 9,289 | $1.29M | 0.54% | +40.0% | Added |
| Commerce Bank | 9,329 | $1.30M | 0.01% | −656−6.6% | Reduced |
| JT Stratford LLC | 9,387 | $1.30M | 0.23% | +9,387 | New |
| Maryland State Retirement & Pension System | 9,487 | $1.32M | 0.03% | −332−3.4% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 9,517 | $1.32M | 0.44% | −279−2.8% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 9,615 | $1.34M | 0.04% | −187−1.9% | Reduced |
| Securian Asset Management, Inc | 9,669 | $1.34M | 0.04% | −96−1.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 9,700 | $1.35M | 0.19% | +9,700 | New |
| Tower Bridge Advisors | 9,704 | $1.35M | 0.15% | −1,350−12.2% | Reduced |
| Atlas Wealth LLC | 9,740 | $1.35M | 0.53% | −764−7.3% | Reduced |
| Glenmede Trust Co NA | 9,750 | $1.35M | 0.01% | +1,760+22.0% | Added |
| Norinchukin Bank, The | 9,818 | $1.36M | 0.03% | +1,334+15.7% | Added |
| Louisiana State Employees Retirement System | 9,900 | $1.38M | 0.03% | +100+1.0% | Added |
| Vinva Investment Management Ltd | 9,939 | $1.38M | 0.06% | +203+2.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 9,993 | $1.39M | 0.09% | +4,027+67.5% | Added |
| Kestra Advisory Services, LLC | 10,038 | $1.39M | 0.01% | +5,643+128.4% | Added |
| Wedmont Private Capital | 10,318 | $1.40M | 0.07% | +8,442+450.0% | Added |
| Meridian Wealth Advisors, LLC | 10,154 | $1.41M | 0.24% | −265−2.5% | Reduced |
| Toroso Investments, LLC | 10,223 | $1.42M | 0.01% | +5,089+99.1% | Added |
| Montag & Caldwell, LLC | 10,246 | $1.42M | 0.33% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 10,399 | $1.44M | 0.01% | −175−1.7% | Reduced |
| United Capital Financial Advisers, LLC | 10,480 | $1.46M | 0.01% | +225+2.2% | Added |