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 |
|---|---|---|---|---|---|
| Bank of New Hampshire | 10,835 | $1.51M | 0.39% | +896+9.0% | Added |
| Oarsman Capital, Inc. | 10,866 | $1.51M | 0.27% | +212+2.0% | Added |
| Ashton Thomas Private Wealth, LLC | 10,949 | $1.52M | 0.06% | +7,017+178.5% | Added |
| SPC Financial, Inc. | 10,950 | $1.52M | 0.13% | −500−4.4% | Reduced |
| Keybank National Association | 11,114 | $1.54M | 0.01% | −134−1.2% | Reduced |
| Metis Global Partners, LLC | 11,121 | $1.54M | 0.04% | +1,080+10.8% | Added |
| Gulf International Bank (UK) Ltd | 11,131 | $1.55M | 0.05% | −4,604−29.3% | Reduced |
| Allen Investment Management LLC | 11,150 | $1.55M | 0.02% | 00.0% | Unchanged |
| Hartford Investment Management Co | 11,192 | $1.55M | 0.05% | −192−1.7% | Reduced |
| Dean Capital Management | 11,303 | $1.57M | 0.68% | −3,374−23.0% | Reduced |
| Pacer Advisors, Inc. | 11,325 | $1.57M | 0.00% | −3,305−22.6% | Reduced |
| Gsa Capital Partners LLP | 11,390 | $1.58M | 0.14% | +11,390 | New |
| Northwest & Ethical Investments L.P. | 11,413 | $1.59M | 0.04% | +3,375+42.0% | Added |
| Sciencast Management LP | 11,437 | $1.59M | 0.37% | +11,437 | New |
| Fox Run Management, L.L.C. | 11,450 | $1.59M | 0.25% | +11,450 | New |
| Wiley Bros.-Aintree Capital, LLC | 11,525 | $1.60M | 0.02% | +33+0.3% | Added |
| Barnes Pettey Financial Advisors, LLC | 11,694 | $1.62M | 1.26% | −12,770−52.2% | Reduced |
| Sabal Trust CO | 11,821 | $1.64M | 0.09% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 11,936 | $1.66M | 0.07% | −2,250−15.9% | Reduced |
| Advisor Group Holdings, Inc. | 12,081 | $1.68M | 0.00% | −1,710−12.4% | Reduced |
| Klingman & Associates, LLC | 12,203 | $1.70M | 0.10% | +1,713+16.3% | Added |
| Quest Partners LLC | 12,204 | $1.70M | 0.18% | +12,204 | New |
| Dai-Ichi Life Insurance Company, Ltd | 12,296 | $1.71M | 0.05% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 12,299 | $1.71M | 0.01% | +6,625+116.8% | Added |
| La Banque Postale Asset Management SA | 12,456 | $1.73M | 0.03% | −542−4.2% | Reduced |
| M&T Bank Corp | 12,601 | $1.75M | 0.01% | −1,037−7.6% | Reduced |
| QRG Capital Management, Inc. | 12,616 | $1.75M | 0.02% | +103+0.8% | Added |
| CIBC Private Wealth Group, LLC | 14,112 | $1.76M | 0.00% | −2,343−14.2% | Reduced |
| Stablepoint Partners, LLC | 12,706 | $1.76M | 0.32% | −1,945−13.3% | Reduced |
| Alpine Woods Capital Investors, LLC | 12,900 | $1.79M | 0.45% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 13,106 | $1.81M | 0.03% | +2,505+23.6% | Added |
| Cullen Capital Management LLC | 13,117 | $1.82M | 0.02% | +1,070+8.9% | Added |
| Steward Partners Investment Advisory, LLC | 13,228 | $1.84M | 0.02% | −351−2.6% | Reduced |
| STRS Ohio | 13,256 | $1.84M | 0.01% | −2,963−18.3% | Reduced |
| Apollon Wealth Management, LLC | 13,325 | $1.85M | 0.04% | +273+2.1% | Added |
| William B. Walkup & Associates, Inc. | 13,335 | $1.85M | 1.13% | −60−0.4% | Reduced |
| Empire Life Investments Inc. | 13,353 | $1.85M | 0.12% | −1,799−11.9% | Reduced |
| Heritage Wealth Advisors | 13,416 | $1.86M | 0.09% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 14,197 | $1.92M | 0.85% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 13,817 | $1.92M | 0.04% | −7,064−33.8% | Reduced |
| Kentucky Retirement Systems | 13,835 | $1.92M | 0.06% | +1,098+8.6% | Added |
| Teachers Retirement System of the State of Kentucky | 14,101 | $1.96M | 0.02% | +388+2.8% | Added |
| Banque Cantonale Vaudoise | 14,328 | $1.99M | 0.09% | +14,328 | New |
| High Net Worth Advisory Group LLC | 14,498 | $2.01M | 0.57% | −100−0.7% | Reduced |
| J. Safra Sarasin Holding AG | 14,656 | $2.04M | 0.04% | +14,656 | New |
| Mizuho Securities USA LLC | 14,766 | $2.05M | 0.04% | −2,575−14.8% | Reduced |
| White Pine Capital LLC | 14,815 | $2.06M | 0.71% | −125−0.8% | Reduced |
| Mediolanum International Funds Ltd | 14,884 | $2.07M | 0.03% | +1,872+14.4% | Added |
| Nordea Investment Management AB | 15,701 | $2.14M | 0.00% | −966−5.8% | Reduced |
| Woodline Partners LP | 15,580 | $2.16M | 0.01% | +4,592+41.8% | Added |
| Tredje AP-fonden | 15,671 | $2.18M | 0.02% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 15,810 | $2.20M | 0.04% | +110+0.7% | Added |
| Aft, Forsyth & Sober, LLC | 15,950 | $2.22M | 0.77% | +200+1.3% | Added |
| Landscape Capital Management, L.L.C. | 16,358 | $2.27M | 0.20% | +3,115+23.5% | Added |
| Edgestream Partners, L.P. | 16,404 | $2.28M | 0.08% | +16,404 | New |
| Voleon Capital Management LP | 16,788 | $2.33M | 0.18% | +16,788 | New |
| HighTower Advisors, LLC | 17,035 | $2.37M | 0.00% | −808−4.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 17,109 | $2.38M | 0.01% | −6,259−26.8% | Reduced |
| Rakuten Investment Management, Inc. | 17,135 | $2.38M | 0.01% | +17,135 | New |
| Intech Investment Management LLC | 17,160 | $2.38M | 0.02% | −3,299−16.1% | Reduced |
| Spectrum Wealth Counsel, LLC | 17,181 | $2.39M | 0.29% | +17,181 | New |
| Candriam Luxembourg S.C.A. | 17,202 | $2.39M | 0.01% | −3,608−17.3% | Reduced |
| Wellspring Financial Advisors, LLC | 17,353 | $2.41M | 0.27% | −5,375−23.6% | Reduced |
| Susquehanna International Group, LLP | 17,580 | $2.44M | 0.00% | −56,536−76.3% | Reduced |
| Avantax Advisory Services, Inc. | 17,628 | $2.45M | 0.01% | +1,175+7.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 18,052 | $2.51M | 0.01% | −901−4.8% | Reduced |
| Zacks Investment Management | 18,082 | $2.51M | 0.02% | +18,082 | New |
| We Are One Seven, LLC | 18,225 | $2.53M | 0.10% | +1,057+6.2% | Added |
| O'Shaughnessy Asset Management, LLC | 18,424 | $2.56M | 0.02% | +1,294+7.6% | Added |
| Jefferies Financial Group Inc. | 18,617 | $2.59M | 0.04% | −41,681−69.1% | Reduced |
| Heartland Advisors Inc | 18,827 | $2.62M | 0.15% | −18,164−49.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 16,968 | $2.62M | 0.49% | +14,545+600.3% | Added |
| Brinker Capital Investments, LLC | 19,182 | $2.66M | 0.03% | −2,204−10.3% | Reduced |
| Orion Portfolio Solutions, LLC | 19,182 | $2.66M | 0.03% | −2,204−10.3% | Reduced |
| Center for Financial Planning, Inc. | 19,531 | $2.71M | 0.35% | −2,575−11.6% | Reduced |
| Bank of Nova Scotia | 19,608 | $2.72M | 0.01% | −5,254−21.1% | Reduced |
| Millstone Evans Group, LLC | 19,663 | $2.73M | 1.85% | −198−1.0% | Reduced |
| Gotham Asset Management, LLC | 19,687 | $2.73M | 0.02% | +587+3.1% | Added |
| UniSuper Management Pty Ltd | 19,701 | $2.74M | 0.02% | +1,241+6.7% | Added |
| Cerity Partners LLC | 19,728 | $2.74M | 0.01% | +429+2.2% | Added |
| Ethic Inc. | 19,907 | $2.75M | 0.06% | +2,326+13.2% | Added |
| Omers Administration Corp | 19,874 | $2.76M | 0.02% | +2,382+13.6% | Added |
| Public Employees Retirement Association of Colorado | 20,190 | $2.81M | 0.01% | 00.0% | Unchanged |
| OP Asset Management Ltd | 20,235 | $2.81M | 0.05% | +20,235 | New |
| Graphene Investments SAS | 20,500 | $2.85M | 2.08% | 00.0% | Unchanged |
| Verition Fund Management LLC | 20,518 | $2.85M | 0.02% | +19,129+1,377.2% | Added |
| Sanctuary Advisors, LLC | 20,770 | $2.89M | 0.02% | +414+2.0% | Added |
| Dean Investment Associates, LLC | 20,838 | $2.89M | 0.43% | −5,805−21.8% | Reduced |
| Kaydan Wealth Management, Inc. | 21,375 | $2.97M | 0.95% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 21,546 | $2.99M | 0.54% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 21,606 | $3.00M | 0.03% | +730+3.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,634 | $3.01M | 0.03% | +390+1.8% | Added |
| Yousif Capital Management, LLC | 21,946 | $3.05M | 0.04% | −266−1.2% | Reduced |
| Regions Financial Corp | 22,270 | $3.09M | 0.02% | −716−3.1% | Reduced |
| TownSquare Capital, LLC | 22,303 | $3.10M | 0.03% | −870−3.8% | Reduced |
| Davenport & Co LLC | 22,505 | $3.13M | 0.02% | −35,773−61.4% | Reduced |
| Sovereign's Capital Management, LLC | 22,690 | $3.15M | 1.87% | +1,264+5.9% | Added |
| CIBC World Markets Corp | 22,705 | $3.15M | 0.02% | −6,766−23.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 22,860 | $3.18M | 0.01% | +3,008+15.2% | Added |
| Crossmark Global Holdings, Inc. | 23,454 | $3.26M | 0.06% | +4,930+26.6% | Added |