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 |
|---|---|---|---|---|---|
| Truist Financial Corp | 144,968 | $20.1M | 0.03% | −281,150−66.0% | Reduced |
| National Bank of Canada | 141,350 | $19.6M | 0.02% | +53,314+60.6% | Added |
| Royal London Asset Management Ltd | 139,090 | $19.3M | 0.05% | +11,017+8.6% | Added |
| State of Wisconsin Investment Board | 135,734 | $18.9M | 0.05% | +25,725+23.4% | Added |
| Danske Bank A/S | 132,879 | $18.5M | 0.06% | +20,193+17.9% | Added |
| Philo Smith Capital Corp | 132,750 | $18.4M | 5.07% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 128,279 | $17.8M | 0.26% | +34,320+36.5% | Added |
| Brandywine Global Investment Management, LLC | 123,843 | $17.2M | 0.12% | +15,600+14.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 122,367 | $17.0M | 0.03% | +10,480+9.4% | Added |
| Bridgewater Associates, LP | 118,153 | $16.4M | 0.08% | +118,153 | New |
| Manufacturers Life Insurance Company, The | 115,814 | $16.1M | 0.02% | −1,323−1.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 112,599 | $15.6M | 0.03% | +2,199+2.0% | Added |
| Standard Life Aberdeen plc | 109,070 | $14.9M | 0.03% | +58,781+116.9% | Added |
| Teacher Retirement System of Texas | 106,641 | $14.8M | 0.06% | −99,904−48.4% | Reduced |
| Public Employees Retirement System of Ohio | 103,641 | $14.4M | 0.05% | +20,094+24.1% | Added |
| Allspring Global Investments Holdings, LLC | 103,792 | $14.3M | 0.02% | +10,988+11.8% | Added |
| Basswood Capital Management, L.L.C. | 102,367 | $14.2M | 0.80% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 99,673 | $13.8M | 0.17% | −16,535−14.2% | Reduced |
| Treasurer of the State of North Carolina | 99,438 | $13.8M | 0.05% | +17,970+22.1% | Added |
| Virginia Retirement Systems Et Al | 99,100 | $13.8M | 0.10% | +99,100 | New |
| LPL Financial LLC | 97,699 | $13.6M | 0.01% | +70.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 96,778 | $13.4M | 0.04% | +765+0.8% | Added |
| Adage Capital Partners GP, L.L.C. | 95,350 | $13.2M | 0.02% | −61,050−39.0% | Reduced |
| Geneva Capital Management LLC | 94,501 | $13.1M | 0.25% | −2,318−2.4% | Reduced |
| Capital Wealth Planning, LLC | 94,260 | $13.1M | 0.11% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 92,999 | $12.9M | 0.22% | −20,179−17.8% | Reduced |
| Nisa Investment Advisors, LLC | 92,759 | $12.9M | 0.06% | +391+0.4% | Added |
| Ensign Peak Advisors, Inc | 89,869 | $12.5M | 0.02% | +14,732+19.6% | Added |
| Bragg Financial Advisors, Inc | 85,029 | $11.8M | 0.49% | +1,581+1.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 83,521 | $11.6M | 0.03% | −4,595−5.2% | Reduced |
| Asset Management One Co.,Ltd. | 82,808 | $11.5M | 0.04% | +7,715+10.3% | Added |
| Hantz Financial Services, Inc. | 82,573 | $11.5M | 0.20% | −3,148−3.7% | Reduced |
| US Bancorp | 78,576 | $10.9M | 0.01% | −2,307−2.9% | Reduced |
| Toronto Dominion Bank | 75,826 | $10.5M | 0.03% | +7,129+10.4% | Added |
| Lighthouse Investment Partners, LLC | 73,219 | $10.2M | 0.47% | −9,943−12.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 72,100 | $10.0M | 0.08% | −5,600−7.2% | Reduced |
| Two Sigma Advisers, LP | 70,900 | $9.85M | 0.02% | −130,100−64.7% | Reduced |
| Credit Agricole S A | 68,907 | $9.57M | 0.04% | +1,193+1.8% | Added |
| KLP Kapitalforvaltning AS | 68,778 | $9.55M | 0.05% | +1,100+1.6% | Added |
| Nemes Rush Group LLC | 68,164 | $9.47M | 1.20% | +677+1.0% | Added |
| Swiss Life Asset Management Ltd | 66,695 | $9.26M | 0.07% | +10,598+18.9% | Added |
| Handelsbanken Fonder AB | 66,134 | $9.19M | 0.04% | −3,627−5.2% | Reduced |
| Stifel Financial Corp | 65,482 | $9.10M | 0.01% | −33,605−33.9% | Reduced |
| State of Tennessee, Treasury Department | 64,694 | $8.99M | 0.03% | −2,785−4.1% | Reduced |
| Am Investment Strategies LLC | 64,063 | $8.90M | 2.16% | 00.0% | Unchanged |
| Jane Street Group, LLC | 63,945 | $8.88M | 0.02% | −51,495−44.6% | Reduced |
| CWA Asset Management Group, LLC | 63,904 | $8.88M | 0.43% | −5,407−7.8% | Reduced |
| State of New Jersey Common Pension Fund D | 63,620 | $8.84M | 0.04% | −7,632−10.7% | Reduced |
| Bryn Mawr Trust Co | 63,013 | $8.75M | 0.16% | −1,857−2.9% | Reduced |
| Resona Asset Management Co.,Ltd. | 62,720 | $8.71M | 0.05% | +2,985+5.0% | Added |
| Jump Financial, LLC | 62,468 | $8.68M | 0.13% | +60,024+2,456.0% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 62,392 | $8.67M | 0.15% | 00.0% | Unchanged |
| Burney Co | 62,214 | $8.64M | 0.31% | −985−1.6% | Reduced |
| Nomura Asset Management Co Ltd | 61,071 | $8.48M | 0.03% | +2,926+5.0% | Added |
| Peterson Wealth Services | 60,598 | $8.42M | 2.61% | −5,143−7.8% | Reduced |
| Rafferty Asset Management, LLC | 60,460 | $8.40M | 0.04% | −4,097−6.3% | Reduced |
| Forsta Ap-Fonden | 59,900 | $8.32M | 0.06% | +21,500+56.0% | Added |
| Private Capital Management, LLC | 58,494 | $8.13M | 0.91% | −356−0.6% | Reduced |
| Fiera Capital Corp | 58,125 | $8.07M | 0.03% | +8,448+17.0% | Added |
| Two Sigma Investments, LP | 57,135 | $7.94M | 0.02% | +23,535+70.0% | Added |
| Magnetar Financial LLC | 56,969 | $7.91M | 0.10% | +56,969 | New |
| D. E. Shaw & Co., Inc. | 56,639 | $7.87M | 0.01% | −168,632−74.9% | Reduced |
| Voya Investment Management LLC | 56,481 | $7.85M | 0.01% | +2,738+5.1% | Added |
| Palmer Knight Co | 56,405 | $7.84M | 3.81% | −918−1.6% | Reduced |
| Arizona State Retirement System | 56,264 | $7.82M | 0.05% | −562−1.0% | Reduced |
| ProShare Advisors LLC | 54,681 | $7.60M | 0.02% | +3,474+6.8% | Added |
| Storebrand Asset Management AS | 54,609 | $7.59M | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 53,944 | $7.49M | 0.01% | +91+0.2% | Added |
| Quantinno Capital Management LP | 53,914 | $7.49M | 0.05% | +19,155+55.1% | Added |
| Greenfield Seitz Capital Management, LLC | 50,517 | $7.02M | 2.68% | −120.0% | Reduced |
| State of Michigan Retirement System | 50,044 | $6.95M | 0.04% | +400+0.8% | Added |
| Public Sector Pension Investment Board | 49,295 | $6.85M | 0.03% | +1,788+3.8% | Added |
| Campbell & CO Investment Adviser LLC | 48,543 | $6.74M | 0.52% | +10,772+28.5% | Added |
| MetLife Investment Management | 48,223 | $6.70M | 0.04% | −219−0.5% | Reduced |
| Citizens Financial Group Inc | 48,172 | $6.69M | 0.13% | −136−0.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 47,614 | $6.61M | 0.03% | +6,868+16.9% | Added |
| Pathstone Holdings, LLC | 47,523 | $6.61M | 0.03% | +11,734+32.8% | Added |
| Stephens Consulting, LLC | 47,482 | $6.60M | 1.66% | +6,848+16.9% | Added |
| Marshall Wace, LLP | 47,392 | $6.58M | 0.01% | −23,866−33.5% | Reduced |
| AXA S.A. | 44,972 | $6.25M | 0.02% | +42,272+1,565.6% | Added |
| New England Professional Planning Group Inc. | 44,744 | $6.22M | 3.09% | +138+0.3% | Added |
| Corebridge Financial, Inc. | 44,105 | $6.13M | 0.04% | −1,113−2.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 44,016 | $6.11M | 0.07% | +35,604+423.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 44,003 | $6.11M | 0.01% | +1,375+3.2% | Added |
| Bokf, NA | 43,434 | $6.03M | 0.11% | −2,754−6.0% | Reduced |
| Ancora Advisors, LLC | 43,423 | $6.03M | 0.13% | +4,299+11.0% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 43,196 | $6.00M | 0.04% | −4,296−9.0% | Reduced |
| FORA Capital, LLC | 42,699 | $5.93M | 0.60% | +29,218+216.7% | Added |
| Czech National Bank | 42,358 | $5.88M | 0.05% | +2,686+6.8% | Added |
| Warren Averett Asset Management, LLC | 42,318 | $5.88M | 0.07% | +26,632+169.8% | Added |
| Cahaba Wealth Management, Inc. | 42,254 | $5.87M | 0.49% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 42,174 | $5.86M | 0.03% | +3,269+8.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 41,577 | $5.78M | 0.03% | +3,152+8.2% | Added |
| Creative Planning | 40,766 | $5.66M | 0.01% | +5,252+14.8% | Added |
| Westfield Capital Management Co LP | 40,095 | $5.57M | 0.03% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 40,091 | $5.57M | 1.24% | +310+0.8% | Added |
| Millennium Management LLC | 40,067 | $5.57M | 0.01% | −75,836−65.4% | Reduced |
| Aquatic Capital Management LLC | 39,636 | $5.51M | 0.14% | +8,726+28.2% | Added |
| Retirement Systems of Alabama | 39,630 | $5.51M | 0.02% | +150.0% | Added |
| Lord, Abbett & Co. LLC | 39,440 | $5.48M | 0.02% | +9,494+31.7% | Added |