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 |
|---|---|---|---|---|---|
| Private Capital Management, LLC | 58,494 | $8.13M | 0.91% | −356−0.6% | Reduced |
| Forsta Ap-Fonden | 59,900 | $8.32M | 0.06% | +21,500+56.0% | Added |
| Rafferty Asset Management, LLC | 60,460 | $8.40M | 0.04% | −4,097−6.3% | Reduced |
| Peterson Wealth Services | 60,598 | $8.42M | 2.61% | −5,143−7.8% | Reduced |
| Nomura Asset Management Co Ltd | 61,071 | $8.48M | 0.03% | +2,926+5.0% | Added |
| Burney Co | 62,214 | $8.64M | 0.31% | −985−1.6% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 62,392 | $8.67M | 0.15% | 00.0% | Unchanged |
| Jump Financial, LLC | 62,468 | $8.68M | 0.13% | +60,024+2,456.0% | Added |
| Resona Asset Management Co.,Ltd. | 62,720 | $8.71M | 0.05% | +2,985+5.0% | Added |
| Bryn Mawr Trust Co | 63,013 | $8.75M | 0.16% | −1,857−2.9% | Reduced |
| State of New Jersey Common Pension Fund D | 63,620 | $8.84M | 0.04% | −7,632−10.7% | Reduced |
| CWA Asset Management Group, LLC | 63,904 | $8.88M | 0.43% | −5,407−7.8% | Reduced |
| Jane Street Group, LLC | 63,945 | $8.88M | 0.02% | −51,495−44.6% | Reduced |
| Am Investment Strategies LLC | 64,063 | $8.90M | 2.16% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 64,694 | $8.99M | 0.03% | −2,785−4.1% | Reduced |
| Stifel Financial Corp | 65,482 | $9.10M | 0.01% | −33,605−33.9% | Reduced |
| Handelsbanken Fonder AB | 66,134 | $9.19M | 0.04% | −3,627−5.2% | Reduced |
| Swiss Life Asset Management Ltd | 66,695 | $9.26M | 0.07% | +10,598+18.9% | Added |
| Nemes Rush Group LLC | 68,164 | $9.47M | 1.20% | +677+1.0% | Added |
| KLP Kapitalforvaltning AS | 68,778 | $9.55M | 0.05% | +1,100+1.6% | Added |
| Credit Agricole S A | 68,907 | $9.57M | 0.04% | +1,193+1.8% | Added |
| Two Sigma Advisers, LP | 70,900 | $9.85M | 0.02% | −130,100−64.7% | Reduced |
| Mn Services Vermogensbeheer B.V. | 72,100 | $10.0M | 0.08% | −5,600−7.2% | Reduced |
| Lighthouse Investment Partners, LLC | 73,219 | $10.2M | 0.47% | −9,943−12.0% | Reduced |
| Toronto Dominion Bank | 75,826 | $10.5M | 0.03% | +7,129+10.4% | Added |
| US Bancorp | 78,576 | $10.9M | 0.01% | −2,307−2.9% | Reduced |
| Hantz Financial Services, Inc. | 82,573 | $11.5M | 0.20% | −3,148−3.7% | Reduced |
| Asset Management One Co.,Ltd. | 82,808 | $11.5M | 0.04% | +7,715+10.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 83,521 | $11.6M | 0.03% | −4,595−5.2% | Reduced |
| Bragg Financial Advisors, Inc | 85,029 | $11.8M | 0.49% | +1,581+1.9% | Added |
| Ensign Peak Advisors, Inc | 89,869 | $12.5M | 0.02% | +14,732+19.6% | Added |
| Nisa Investment Advisors, LLC | 92,759 | $12.9M | 0.06% | +391+0.4% | Added |
| Susquehanna Fundamental Investments, LLC | 92,999 | $12.9M | 0.22% | −20,179−17.8% | Reduced |
| Capital Wealth Planning, LLC | 94,260 | $13.1M | 0.11% | 00.0% | Unchanged |
| Geneva Capital Management LLC | 94,501 | $13.1M | 0.25% | −2,318−2.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 95,350 | $13.2M | 0.02% | −61,050−39.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 96,778 | $13.4M | 0.04% | +765+0.8% | Added |
| LPL Financial LLC | 97,699 | $13.6M | 0.01% | +70.0% | Added |
| Virginia Retirement Systems Et Al | 99,100 | $13.8M | 0.10% | +99,100 | New |
| Treasurer of the State of North Carolina | 99,438 | $13.8M | 0.05% | +17,970+22.1% | Added |
| Congress Wealth Management LLC | 99,673 | $13.8M | 0.17% | −16,535−14.2% | Reduced |
| Basswood Capital Management, L.L.C. | 102,367 | $14.2M | 0.80% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 103,792 | $14.3M | 0.02% | +10,988+11.8% | Added |
| Public Employees Retirement System of Ohio | 103,641 | $14.4M | 0.05% | +20,094+24.1% | Added |
| Teacher Retirement System of Texas | 106,641 | $14.8M | 0.06% | −99,904−48.4% | Reduced |
| Standard Life Aberdeen plc | 109,070 | $14.9M | 0.03% | +58,781+116.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 112,599 | $15.6M | 0.03% | +2,199+2.0% | Added |
| Manufacturers Life Insurance Company, The | 115,814 | $16.1M | 0.02% | −1,323−1.1% | Reduced |
| Bridgewater Associates, LP | 118,153 | $16.4M | 0.08% | +118,153 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 122,367 | $17.0M | 0.03% | +10,480+9.4% | Added |
| Brandywine Global Investment Management, LLC | 123,843 | $17.2M | 0.12% | +15,600+14.4% | Added |
| Illinois Municipal Retirement Fund | 128,279 | $17.8M | 0.26% | +34,320+36.5% | Added |
| Philo Smith Capital Corp | 132,750 | $18.4M | 5.07% | 00.0% | Unchanged |
| Danske Bank A/S | 132,879 | $18.5M | 0.06% | +20,193+17.9% | Added |
| State of Wisconsin Investment Board | 135,734 | $18.9M | 0.05% | +25,725+23.4% | Added |
| Royal London Asset Management Ltd | 139,090 | $19.3M | 0.05% | +11,017+8.6% | Added |
| National Bank of Canada | 141,350 | $19.6M | 0.02% | +53,314+60.6% | Added |
| Truist Financial Corp | 144,968 | $20.1M | 0.03% | −281,150−66.0% | Reduced |
| Allianz Asset Management GmbH | 146,782 | $20.4M | 0.03% | +102,431+231.0% | Added |
| Gillespie Robinson & Grimm Inc | 147,876 | $20.5M | 1.66% | −1,500−1.0% | Reduced |
| Pictet Asset Management Holding SA | 152,741 | $21.2M | 0.02% | +21,703+16.6% | Added |
| Great West Life Assurance Co | 152,619 | $21.2M | 0.04% | −1,830−1.2% | Reduced |
| Russell Investments Group, Ltd. | 153,556 | $21.3M | 0.03% | +4,128+2.8% | Added |
| Nicholas Company, Inc. | 161,615 | $22.4M | 0.39% | −6,870−4.1% | Reduced |
| Pinnacle Associates Ltd | 179,492 | $24.9M | 0.37% | −6,193−3.3% | Reduced |
| APG Asset Management N.V. | 194,729 | $25.0M | 0.08% | −15,651−7.4% | Reduced |
| State Board of Administration of Florida Retirement System | 181,742 | $25.2M | 0.05% | 00.0% | Unchanged |
| KBC Group NV | 183,445 | $25.5M | 0.08% | −171,244−48.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 189,186 | $26.3M | 0.08% | +123,860+189.6% | Added |
| Korea Investment CORP | 189,502 | $26.3M | 0.06% | +39,980+26.7% | Added |
| Renaissance Technologies LLC | 192,437 | $26.7M | 0.04% | −69,600−26.6% | Reduced |
| FIL Ltd | 198,782 | $27.6M | 0.03% | −518−0.3% | Reduced |
| Bank of Montreal | 199,609 | $27.7M | 0.01% | −54,741−21.5% | Reduced |
| New York State Teachers Retirement System | 201,300 | $28.0M | 0.06% | −6,283−3.0% | Reduced |
| Aviva PLC | 204,638 | $28.4M | 0.07% | +29,512+16.9% | Added |
| Schroder Investment Management Group | 205,361 | $28.5M | 0.03% | −51,430−20.0% | Reduced |
| CBOE Vest Financial, LLC | 209,571 | $29.1M | 0.45% | +209,571 | New |
| Caisse de Depot Et Placement du Quebec | 211,724 | $29.4M | 0.06% | +138,154+187.8% | Added |
| Alliancebernstein L.P. | 227,837 | $31.6M | 0.01% | −19,763−8.0% | Reduced |
| Royal Bank of Canada | 230,694 | $32.0M | 0.01% | −135,267−37.0% | Reduced |
| Macquarie Group Ltd | 234,267 | $32.5M | 0.04% | +1,526+0.7% | Added |
| Citigroup Inc | 241,263 | $33.5M | 0.03% | +96,998+67.2% | Added |
| Clearbridge Investments, LLC | 242,817 | $33.7M | 0.03% | +4,218+1.8% | Added |
| American Century Companies Inc | 246,065 | $34.2M | 0.02% | +68,132+38.3% | Added |
| Canada Pension Plan Investment Board | 246,344 | $34.2M | 0.03% | +126,431+105.4% | Added |
| Natixis Advisors, L.P. | 252,220 | $35.0M | 0.06% | −423−0.2% | Reduced |
| Los Angeles Capital Management LLC | 253,242 | $35.2M | 0.16% | −37,147−12.8% | Reduced |
| Panagora Asset Management Inc | 263,792 | $36.6M | 0.18% | +137,500+108.9% | Added |
| Davis Asset Management, L.P. | 270,000 | $37.5M | 1.56% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 270,991 | $37.6M | 0.07% | +141,852+109.8% | Added |
| National Pension Service | 274,143 | $38.1M | 0.04% | +601+0.2% | Added |
| Prudential Financial Inc | 274,858 | $38.2M | 0.05% | −72,546−20.9% | Reduced |
| California State Teachers Retirement System | 275,066 | $38.2M | 0.05% | −1,331−0.5% | Reduced |
| Man Group plc | 279,080 | $38.8M | 0.12% | +234,383+524.4% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 288,322 | $40.1M | 2.32% | +1,878+0.7% | Added |
| Sterling Capital Management LLC | 294,661 | $40.9M | 0.63% | −625,136−68.0% | Reduced |
| Voloridge Investment Management, LLC | 295,812 | $41.1M | 0.15% | −52,337−15.0% | Reduced |
| Iat Reinsurance Co Ltd. | 298,125 | $41.4M | 8.65% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 298,821 | $41.5M | 0.11% | +229,242+329.5% | Added |
| Ceredex Value Advisors LLC | 304,090 | $42.2M | 0.92% | −121,671−28.6% | Reduced |