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 |
|---|---|---|---|---|---|
| Grantham, Mayo, Van Otterloo & Co. LLC | 23,562 | $3.27M | 0.01% | +17,378+281.0% | Added |
| Nissay Asset Management Corp | 23,811 | $3.31M | 0.02% | +147+0.6% | Added |
| MML Investors Services, LLC | 24,198 | $3.36M | 0.01% | +1,314+5.7% | Added |
| Janus Henderson Group PLC | 24,367 | $3.39M | 0.00% | +835+3.5% | Added |
| Interval Partners, LP | 24,407 | $3.39M | 0.12% | +24,407 | New |
| Assenagon Asset Management S.A. | 24,979 | $3.47M | 0.01% | +3,035+13.8% | Added |
| Mariner, LLC | 25,010 | $3.47M | 0.01% | +619+2.5% | Added |
| Railway Pension Investments Ltd | 25,100 | $3.49M | 0.05% | +25,100 | New |
| CI Private Wealth, LLC | 25,269 | $3.51M | 0.01% | +3,987+18.7% | Added |
| Systematic Financial Management LP | 25,291 | $3.51M | 0.10% | −2,270−8.2% | Reduced |
| Atria Investments LLC | 25,369 | $3.52M | 0.05% | −1,266−4.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 26,139 | $3.63M | 0.04% | −6,200−19.2% | Reduced |
| Colony Group, LLC | 26,144 | $3.63M | 0.01% | +923+3.7% | Added |
| Neuberger Berman Group LLC | 26,225 | $3.63M | 0.00% | +3,953+17.7% | Added |
| Dana Investment Advisors, Inc. | 26,309 | $3.65M | 0.13% | −305−1.1% | Reduced |
| NBW Capital LLC | 26,574 | $3.69M | 0.82% | −8,132−23.4% | Reduced |
| Xponance, Inc. | 26,778 | $3.72M | 0.04% | +828+3.2% | Added |
| Siemens Fonds Invest GmbH | 26,806 | $3.72M | 0.26% | −69−0.3% | Reduced |
| Cullen Investment Group, Ltd. | 26,950 | $3.74M | 0.57% | −1,060−3.8% | Reduced |
| Leuthold Group, LLC | 27,008 | $3.75M | 0.49% | −1,465−5.1% | Reduced |
| New York Life Investment Management LLC | 27,341 | $3.80M | 0.04% | +100.0% | Added |
| CWM, LLC | 27,596 | $3.83M | 0.02% | +331+1.2% | Added |
| Mackenzie Financial Corp | 28,177 | $3.91M | 0.01% | +587+2.1% | Added |
| GWM Advisors LLC | 28,355 | $3.94M | 0.02% | +6,158+27.7% | Added |
| Daiwa Securities Group Inc. | 28,439 | $3.95M | 0.02% | +3,411+13.6% | Added |
| Carl Stuart Investment Advisor, Inc | 28,475 | $3.96M | 2.23% | 00.0% | Unchanged |
| Cetera Investment Advisers | 28,699 | $3.99M | 0.01% | +4,757+19.9% | Added |
| Mutual of America Capital Management LLC | 28,711 | $3.99M | 0.05% | −1,067−3.6% | Reduced |
| Comerica Bank | 28,835 | $4.01M | 0.02% | −902−3.0% | Reduced |
| Prudential PLC | 29,104 | $4.04M | 0.02% | −1,198−4.0% | Reduced |
| CIBC Asset Management Inc | 29,190 | $4.05M | 0.01% | −17−0.1% | Reduced |
| JustInvest LLC | 29,229 | $4.06M | 0.06% | −54−0.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 29,639 | $4.12M | 0.04% | +2,698+10.0% | Added |
| Pensionmark Financial Group, LLC | 29,697 | $4.13M | 0.11% | +507+1.7% | Added |
| Logan Capital Management Inc | 30,533 | $4.24M | 0.19% | −2,387−7.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 30,592 | $4.25M | 0.19% | +1,098+3.7% | Added |
| Quantbot Technologies LP | 30,773 | $4.27M | 0.14% | +30,773 | New |
| XTX Topco Ltd | 30,940 | $4.30M | 0.22% | +27,143+714.9% | Added |
| Citadel Advisors LLC | 32,060 | $4.45M | 0.00% | −48,828−60.4% | Reduced |
| USS Investment Management Ltd | 32,115 | $4.46M | 0.03% | −10,100−23.9% | Reduced |
| Cardinal Capital Management | 32,219 | $4.48M | 0.69% | +262+0.8% | Added |
| Fifth Third Bancorp | 32,799 | $4.56M | 0.02% | −2,993−8.4% | Reduced |
| DekaBank Deutsche Girozentrale | 33,618 | $4.61M | 0.01% | −264−0.8% | Reduced |
| Utah Retirement Systems | 33,537 | $4.66M | 0.05% | +3,091+10.2% | Added |
| Hilltop Holdings Inc. | 34,048 | $4.73M | 0.30% | −749−2.2% | Reduced |
| Janney Montgomery Scott LLC | 34,280 | $4.76M | 0.01% | −815−2.3% | Reduced |
| Oppenheimer Asset Management Inc. | 34,518 | $4.79M | 0.06% | −609−1.7% | Reduced |
| DnB Asset Management AS | 35,827 | $4.98M | 0.02% | +355+1.0% | Added |
| Buckhead Capital Management LLC | 36,150 | $5.02M | 1.61% | +319+0.9% | Added |
| SG Americas Securities, LLC | 36,356 | $5.05M | 0.02% | +22,089+154.8% | Added |
| Squarepoint Ops LLC | 36,733 | $5.10M | 0.01% | +25,538+228.1% | Added |
| Moran Wealth Management, LLC | 36,814 | $5.11M | 0.17% | +4,035+12.3% | Added |
| Amalgamated Bank | 36,858 | $5.12M | 0.04% | +1,533+4.3% | Added |
| IFM Investors Pty Ltd | 37,159 | $5.16M | 0.06% | −762−2.0% | Reduced |
| British Columbia Investment Management Corp | 37,209 | $5.17M | 0.03% | −255−0.7% | Reduced |
| Resources Investment Advisors, LLC. | 37,802 | $5.25M | 0.06% | −2,476−6.1% | Reduced |
| Thrivent Financial for Lutherans | 38,478 | $5.33M | 0.01% | −2,918−7.0% | Reduced |
| Captrust Financial Advisors | 38,544 | $5.35M | 0.01% | −1,463−3.7% | Reduced |
| Lord, Abbett & Co. LLC | 39,440 | $5.48M | 0.02% | +9,494+31.7% | Added |
| Retirement Systems of Alabama | 39,630 | $5.51M | 0.02% | +150.0% | Added |
| Aquatic Capital Management LLC | 39,636 | $5.51M | 0.14% | +8,726+28.2% | Added |
| Millennium Management LLC | 40,067 | $5.57M | 0.01% | −75,836−65.4% | Reduced |
| LMG Wealth Partners, LLC | 40,091 | $5.57M | 1.24% | +310+0.8% | Added |
| Westfield Capital Management Co LP | 40,095 | $5.57M | 0.03% | 00.0% | Unchanged |
| Creative Planning | 40,766 | $5.66M | 0.01% | +5,252+14.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 41,577 | $5.78M | 0.03% | +3,152+8.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 42,174 | $5.86M | 0.03% | +3,269+8.4% | Added |
| Cahaba Wealth Management, Inc. | 42,254 | $5.87M | 0.49% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 42,318 | $5.88M | 0.07% | +26,632+169.8% | Added |
| Czech National Bank | 42,358 | $5.88M | 0.05% | +2,686+6.8% | Added |
| FORA Capital, LLC | 42,699 | $5.93M | 0.60% | +29,218+216.7% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 43,196 | $6.00M | 0.04% | −4,296−9.0% | Reduced |
| Ancora Advisors, LLC | 43,423 | $6.03M | 0.13% | +4,299+11.0% | Added |
| Bokf, NA | 43,434 | $6.03M | 0.11% | −2,754−6.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 44,003 | $6.11M | 0.01% | +1,375+3.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 44,016 | $6.11M | 0.07% | +35,604+423.3% | Added |
| Corebridge Financial, Inc. | 44,105 | $6.13M | 0.04% | −1,113−2.5% | Reduced |
| New England Professional Planning Group Inc. | 44,744 | $6.22M | 3.09% | +138+0.3% | Added |
| AXA S.A. | 44,972 | $6.25M | 0.02% | +42,272+1,565.6% | Added |
| Marshall Wace, LLP | 47,392 | $6.58M | 0.01% | −23,866−33.5% | Reduced |
| Stephens Consulting, LLC | 47,482 | $6.60M | 1.66% | +6,848+16.9% | Added |
| Pathstone Holdings, LLC | 47,523 | $6.61M | 0.03% | +11,734+32.8% | Added |
| Federation des caisses Desjardins du Quebec | 47,614 | $6.61M | 0.03% | +6,868+16.9% | Added |
| Citizens Financial Group Inc | 48,172 | $6.69M | 0.13% | −136−0.3% | Reduced |
| MetLife Investment Management | 48,223 | $6.70M | 0.04% | −219−0.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 48,543 | $6.74M | 0.52% | +10,772+28.5% | Added |
| Public Sector Pension Investment Board | 49,295 | $6.85M | 0.03% | +1,788+3.8% | Added |
| State of Michigan Retirement System | 50,044 | $6.95M | 0.04% | +400+0.8% | Added |
| Greenfield Seitz Capital Management, LLC | 50,517 | $7.02M | 2.68% | −120.0% | Reduced |
| Quantinno Capital Management LP | 53,914 | $7.49M | 0.05% | +19,155+55.1% | Added |
| Commonwealth Equity Services, LLC | 53,944 | $7.49M | 0.01% | +91+0.2% | Added |
| Storebrand Asset Management AS | 54,609 | $7.59M | 0.02% | 00.0% | Unchanged |
| ProShare Advisors LLC | 54,681 | $7.60M | 0.02% | +3,474+6.8% | Added |
| Arizona State Retirement System | 56,264 | $7.82M | 0.05% | −562−1.0% | Reduced |
| Palmer Knight Co | 56,405 | $7.84M | 3.81% | −918−1.6% | Reduced |
| Voya Investment Management LLC | 56,481 | $7.85M | 0.01% | +2,738+5.1% | Added |
| D. E. Shaw & Co., Inc. | 56,639 | $7.87M | 0.01% | −168,632−74.9% | Reduced |
| Magnetar Financial LLC | 56,969 | $7.91M | 0.10% | +56,969 | New |
| Two Sigma Investments, LP | 57,135 | $7.94M | 0.02% | +23,535+70.0% | Added |
| Fiera Capital Corp | 58,125 | $8.07M | 0.03% | +8,448+17.0% | Added |