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 |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 309,232 | $43.0M | 0.08% | −60,811−16.4% | Reduced |
| California Public Employees Retirement System | 318,516 | $44.2M | 0.03% | +4,389+1.4% | Added |
| New York State Common Retirement Fund | 324,862 | $45.1M | 0.07% | −5,025−1.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 340,152 | $47.3M | 0.04% | +48,960+16.8% | Added |
| Price T Rowe Associates Inc | 367,589 | $51.1M | 0.01% | −113,359−23.6% | Reduced |
| Rhumbline Advisers | 370,810 | $51.5M | 0.05% | +38,442+11.6% | Added |
| Palisade Capital Management LLC | 382,889 | $53.2M | 1.53% | +2,480+0.7% | Added |
| AQR Capital Management LLC | 390,214 | $53.2M | 0.05% | +84,085+27.5% | Added |
| Wells Fargo & Company | 387,591 | $53.8M | 0.01% | −32,489−7.7% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 399,737 | $55.5M | 1.63% | +25,669+6.9% | Added |
| Silvercrest Asset Management Group LLC | 409,397 | $56.9M | 0.41% | −2,674−0.6% | Reduced |
| TD Asset Management Inc | 413,233 | $57.4M | 0.05% | +6,287+1.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 468,343 | $65.1M | 0.05% | +3,691+0.8% | Added |
| Fisher Asset Management, LLC | 499,933 | $69.4M | 0.03% | +1,008+0.2% | Added |
| Premier Fund Managers Ltd | 526,213 | $73.1M | 2.73% | +2130.0% | Added |
| The PNC Financial Services Group, Inc. | 575,923 | $80.0M | 0.04% | +8,463+1.5% | Added |
| BNP Paribas Arbitrage, SA | 578,705 | $80.4M | 0.06% | +84,582+17.1% | Added |
| Envestnet Asset Management Inc | 613,792 | $85.3M | 0.03% | −452,361−42.4% | Reduced |
| Principal Financial Group Inc | 616,521 | $85.6M | 0.05% | −7,428−1.2% | Reduced |
| Franklin Resources Inc | 617,581 | $85.8M | 0.02% | +45,793+8.0% | Added |
| Deutsche Bank AG | 658,233 | $91.4M | 0.04% | +23,153+3.6% | Added |
| Ameriprise Financial Inc | 686,647 | $95.4M | 0.03% | +428,396+165.9% | Added |
| Amundi | 749,414 | $97.6M | 0.04% | −26,234−3.4% | Reduced |
| Barclays PLC | 740,513 | $102.9M | 0.05% | +182,118+32.6% | Added |
| Raymond James Financial Inc | 753,246 | $104.6M | 0.04% | +72,754+10.7% | Added |
| Nuveen, LLC | 801,728 | $111.4M | 0.03% | +801,728 | New |
| Congress Asset Management Co | 853,002 | $118.5M | 0.89% | −64,750−7.1% | Reduced |
| UBS Group AG | 877,234 | $121.9M | 0.03% | +271,692+44.9% | Added |
| SEI Investments Co | 913,939 | $127.0M | 0.16% | +3,421+0.4% | Added |
| HSBC Holdings PLC | 920,707 | $127.7M | 0.09% | +338,441+58.1% | Added |
| Qube Research & Technologies Ltd | 935,029 | $129.9M | 0.20% | +863,832+1,213.3% | Added |
| Harfst & Associates, Inc. | 1,040,956 | $144.6M | 33.42% | −85,252−7.6% | Reduced |
| Mercer Global Advisors Inc | 1,049,456 | $145.8M | 0.33% | −133,790−11.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,110,906 | $154.3M | 0.03% | +32,740+3.0% | Added |
| Bank of New York Mellon Corp | 1,236,504 | $171.8M | 0.03% | −12,556−1.0% | Reduced |
| Legal & General Group Plc | 1,373,588 | $190.8M | 0.05% | +112,940+9.0% | Added |
| UBS Asset Management Americas Inc | 1,513,054 | $210.2M | 0.05% | −6,642−0.4% | Reduced |
| Agf Management Ltd | 1,621,549 | $225.2M | 1.19% | −757,741−31.8% | Reduced |
| Goldman Sachs Group Inc | 1,708,333 | $237.3M | 0.04% | +525,134+44.4% | Added |
| First Trust Advisors LP | 1,776,254 | $246.7M | 0.22% | +1,634,604+1,154.0% | Added |
| Victory Capital Management Inc | 1,883,139 | $261.6M | 0.27% | +1,765,588+1,502.0% | Added |
| Dimensional Fund Advisors LP | 2,091,820 | $290.6M | 0.07% | +24,818+1.2% | Added |
| Norges Bank | 2,236,285 | $310.6M | 0.04% | +339,375+17.9% | Added |
| Northern Trust Corp | 2,247,922 | $312.3M | 0.05% | +140,704+6.7% | Added |
| Massachusetts Financial Services Co | 2,335,254 | $324.4M | 0.11% | +178,262+8.3% | Added |
| Morgan Stanley | 2,376,607 | $330.1M | 0.02% | −447,948−15.9% | Reduced |
| Earnest Partners LLC | 2,496,641 | $346.8M | 1.66% | −37,025−1.5% | Reduced |
| Bank of America Corp | 2,663,960 | $370.1M | 0.03% | +222,659+9.1% | Added |
| Invesco Ltd. | 2,901,435 | $403.0M | 0.08% | +466,129+19.1% | Added |
| JPMorgan Chase & Co | 3,965,618 | $550.9M | 0.04% | −453,654−10.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 4,136,413 | $574.6M | 0.38% | +29,086+0.7% | Added |
| Geode Capital Management, LLC | 4,689,877 | $649.4M | 0.05% | +297,617+6.8% | Added |
| FMR LLC | 5,857,993 | $813.7M | 0.05% | −664,032−10.2% | Reduced |
| State Street Corp | 8,337,561 | $1.16B | 0.05% | +156,693+1.9% | Added |
| Primecap Management Co | 9,718,689 | $1.35B | 1.12% | −1,750,467−15.3% | Reduced |
| Wellington Management Group LLP | 9,935,440 | $1.38B | 0.27% | −392,821−3.8% | Reduced |
| BlackRock, Inc. | 14,919,941 | $2.07B | 0.04% | +577,354+4.0% | Added |
| Vanguard Group Inc | 22,244,204 | $3.09B | 0.06% | +347,916+1.6% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −2,016−100.0% | Sold out |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −525,404−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −127,709−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −96,251−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −83,703−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −76,817−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −53,908−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −52,993−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −25,860−100.0% | Sold out |
| Callodine Capital Management, LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −23,250−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −21,256−100.0% | Sold out |
| Generali Asset Management SPA SGR | 0 | $0 | 0.00% | −20,262−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −17,206−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −13,579−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −13,228−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −10,671−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −10,479−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −9,190−100.0% | Sold out |
| Gryphon Financial Partners LLC | 0 | $0 | 0.00% | −8,986−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −7,942−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −7,769−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −5,728−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −5,391−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,098−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −4,024−100.0% | Sold out |
| McMahon Financial Advisors, LLC | 0 | $0 | 0.00% | −3,278−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −3,272−100.0% | Sold out |
| Canada Post Corp Registered Pension Plan | 0 | $0 | 0.00% | −3,263−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −2,807−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −2,771−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −2,741−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −2,642−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −2,585−100.0% | Sold out |
| Howard Bailey Securities, LLC | 0 | $0 | 0.00% | −2,474−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −2,462−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −2,327−100.0% | Sold out |
| Taika Capital, LP | 0 | $0 | 0.00% | −2,320−100.0% | Sold out |