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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 38,544 | $5.35M | 0.01% | −1,463−3.7% | Reduced |
| Thrivent Financial for Lutherans | 38,478 | $5.33M | 0.01% | −2,918−7.0% | Reduced |
| Resources Investment Advisors, LLC. | 37,802 | $5.25M | 0.06% | −2,476−6.1% | Reduced |
| British Columbia Investment Management Corp | 37,209 | $5.17M | 0.03% | −255−0.7% | Reduced |
| IFM Investors Pty Ltd | 37,159 | $5.16M | 0.06% | −762−2.0% | Reduced |
| Amalgamated Bank | 36,858 | $5.12M | 0.04% | +1,533+4.3% | Added |
| Moran Wealth Management, LLC | 36,814 | $5.11M | 0.17% | +4,035+12.3% | Added |
| Squarepoint Ops LLC | 36,733 | $5.10M | 0.01% | +25,538+228.1% | Added |
| SG Americas Securities, LLC | 36,356 | $5.05M | 0.02% | +22,089+154.8% | Added |
| Buckhead Capital Management LLC | 36,150 | $5.02M | 1.61% | +319+0.9% | Added |
| DnB Asset Management AS | 35,827 | $4.98M | 0.02% | +355+1.0% | Added |
| Oppenheimer Asset Management Inc. | 34,518 | $4.79M | 0.06% | −609−1.7% | Reduced |
| Janney Montgomery Scott LLC | 34,280 | $4.76M | 0.01% | −815−2.3% | Reduced |
| Hilltop Holdings Inc. | 34,048 | $4.73M | 0.30% | −749−2.2% | Reduced |
| Utah Retirement Systems | 33,537 | $4.66M | 0.05% | +3,091+10.2% | Added |
| DekaBank Deutsche Girozentrale | 33,618 | $4.61M | 0.01% | −264−0.8% | Reduced |
| Fifth Third Bancorp | 32,799 | $4.56M | 0.02% | −2,993−8.4% | Reduced |
| Cardinal Capital Management | 32,219 | $4.48M | 0.69% | +262+0.8% | Added |
| USS Investment Management Ltd | 32,115 | $4.46M | 0.03% | −10,100−23.9% | Reduced |
| Citadel Advisors LLC | 32,060 | $4.45M | 0.00% | −48,828−60.4% | Reduced |
| XTX Topco Ltd | 30,940 | $4.30M | 0.22% | +27,143+714.9% | Added |
| Quantbot Technologies LP | 30,773 | $4.27M | 0.14% | +30,773 | New |
| Hennion & Walsh Asset Management, Inc. | 30,592 | $4.25M | 0.19% | +1,098+3.7% | Added |
| Logan Capital Management Inc | 30,533 | $4.24M | 0.19% | −2,387−7.3% | Reduced |
| Pensionmark Financial Group, LLC | 29,697 | $4.13M | 0.11% | +507+1.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 29,639 | $4.12M | 0.04% | +2,698+10.0% | Added |
| JustInvest LLC | 29,229 | $4.06M | 0.06% | −54−0.2% | Reduced |
| CIBC Asset Management Inc | 29,190 | $4.05M | 0.01% | −17−0.1% | Reduced |
| Prudential PLC | 29,104 | $4.04M | 0.02% | −1,198−4.0% | Reduced |
| Comerica Bank | 28,835 | $4.01M | 0.02% | −902−3.0% | Reduced |
| Mutual of America Capital Management LLC | 28,711 | $3.99M | 0.05% | −1,067−3.6% | Reduced |
| Cetera Investment Advisers | 28,699 | $3.99M | 0.01% | +4,757+19.9% | Added |
| Carl Stuart Investment Advisor, Inc | 28,475 | $3.96M | 2.23% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 28,439 | $3.95M | 0.02% | +3,411+13.6% | Added |
| GWM Advisors LLC | 28,355 | $3.94M | 0.02% | +6,158+27.7% | Added |
| Mackenzie Financial Corp | 28,177 | $3.91M | 0.01% | +587+2.1% | Added |
| CWM, LLC | 27,596 | $3.83M | 0.02% | +331+1.2% | Added |
| New York Life Investment Management LLC | 27,341 | $3.80M | 0.04% | +100.0% | Added |
| Leuthold Group, LLC | 27,008 | $3.75M | 0.49% | −1,465−5.1% | Reduced |
| Cullen Investment Group, Ltd. | 26,950 | $3.74M | 0.57% | −1,060−3.8% | Reduced |
| Siemens Fonds Invest GmbH | 26,806 | $3.72M | 0.26% | −69−0.3% | Reduced |
| Xponance, Inc. | 26,778 | $3.72M | 0.04% | +828+3.2% | Added |
| NBW Capital LLC | 26,574 | $3.69M | 0.82% | −8,132−23.4% | Reduced |
| Dana Investment Advisors, Inc. | 26,309 | $3.65M | 0.13% | −305−1.1% | Reduced |
| Neuberger Berman Group LLC | 26,225 | $3.63M | 0.00% | +3,953+17.7% | Added |
| Colony Group, LLC | 26,144 | $3.63M | 0.01% | +923+3.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 26,139 | $3.63M | 0.04% | −6,200−19.2% | Reduced |
| Atria Investments LLC | 25,369 | $3.52M | 0.05% | −1,266−4.8% | Reduced |
| Systematic Financial Management LP | 25,291 | $3.51M | 0.10% | −2,270−8.2% | Reduced |
| CI Private Wealth, LLC | 25,269 | $3.51M | 0.01% | +3,987+18.7% | Added |
| Railway Pension Investments Ltd | 25,100 | $3.49M | 0.05% | +25,100 | New |
| Mariner, LLC | 25,010 | $3.47M | 0.01% | +619+2.5% | Added |
| Assenagon Asset Management S.A. | 24,979 | $3.47M | 0.01% | +3,035+13.8% | Added |
| Interval Partners, LP | 24,407 | $3.39M | 0.12% | +24,407 | New |
| Janus Henderson Group PLC | 24,367 | $3.39M | 0.00% | +835+3.5% | Added |
| MML Investors Services, LLC | 24,198 | $3.36M | 0.01% | +1,314+5.7% | Added |
| Nissay Asset Management Corp | 23,811 | $3.31M | 0.02% | +147+0.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 23,562 | $3.27M | 0.01% | +17,378+281.0% | Added |
| Crossmark Global Holdings, Inc. | 23,454 | $3.26M | 0.06% | +4,930+26.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 22,860 | $3.18M | 0.01% | +3,008+15.2% | Added |
| CIBC World Markets Corp | 22,705 | $3.15M | 0.02% | −6,766−23.0% | Reduced |
| Sovereign's Capital Management, LLC | 22,690 | $3.15M | 1.87% | +1,264+5.9% | Added |
| Davenport & Co LLC | 22,505 | $3.13M | 0.02% | −35,773−61.4% | Reduced |
| TownSquare Capital, LLC | 22,303 | $3.10M | 0.03% | −870−3.8% | Reduced |
| Regions Financial Corp | 22,270 | $3.09M | 0.02% | −716−3.1% | Reduced |
| Yousif Capital Management, LLC | 21,946 | $3.05M | 0.04% | −266−1.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,634 | $3.01M | 0.03% | +390+1.8% | Added |
| State of Alaska, Department of Revenue | 21,606 | $3.00M | 0.03% | +730+3.5% | Added |
| Schneider Downs Wealth Management Advisors, LP | 21,546 | $2.99M | 0.54% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 21,375 | $2.97M | 0.95% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 20,838 | $2.89M | 0.43% | −5,805−21.8% | Reduced |
| Sanctuary Advisors, LLC | 20,770 | $2.89M | 0.02% | +414+2.0% | Added |
| Verition Fund Management LLC | 20,518 | $2.85M | 0.02% | +19,129+1,377.2% | Added |
| Graphene Investments SAS | 20,500 | $2.85M | 2.08% | 00.0% | Unchanged |
| OP Asset Management Ltd | 20,235 | $2.81M | 0.05% | +20,235 | New |
| Public Employees Retirement Association of Colorado | 20,190 | $2.81M | 0.01% | 00.0% | Unchanged |
| Omers Administration Corp | 19,874 | $2.76M | 0.02% | +2,382+13.6% | Added |
| Ethic Inc. | 19,907 | $2.75M | 0.06% | +2,326+13.2% | Added |
| Cerity Partners LLC | 19,728 | $2.74M | 0.01% | +429+2.2% | Added |
| UniSuper Management Pty Ltd | 19,701 | $2.74M | 0.02% | +1,241+6.7% | Added |
| Gotham Asset Management, LLC | 19,687 | $2.73M | 0.02% | +587+3.1% | Added |
| Millstone Evans Group, LLC | 19,663 | $2.73M | 1.85% | −198−1.0% | Reduced |
| Bank of Nova Scotia | 19,608 | $2.72M | 0.01% | −5,254−21.1% | Reduced |
| Center for Financial Planning, Inc. | 19,531 | $2.71M | 0.35% | −2,575−11.6% | Reduced |
| 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 |
| Aster Capital Management (DIFC) Ltd | 16,968 | $2.62M | 0.49% | +14,545+600.3% | Added |
| Heartland Advisors Inc | 18,827 | $2.62M | 0.15% | −18,164−49.1% | Reduced |
| Jefferies Financial Group Inc. | 18,617 | $2.59M | 0.04% | −41,681−69.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 18,424 | $2.56M | 0.02% | +1,294+7.6% | Added |
| We Are One Seven, LLC | 18,225 | $2.53M | 0.10% | +1,057+6.2% | Added |
| Zacks Investment Management | 18,082 | $2.51M | 0.02% | +18,082 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 18,052 | $2.51M | 0.01% | −901−4.8% | Reduced |
| Avantax Advisory Services, Inc. | 17,628 | $2.45M | 0.01% | +1,175+7.1% | Added |
| Susquehanna International Group, LLP | 17,580 | $2.44M | 0.00% | −56,536−76.3% | Reduced |
| Wellspring Financial Advisors, LLC | 17,353 | $2.41M | 0.27% | −5,375−23.6% | Reduced |
| Candriam Luxembourg S.C.A. | 17,202 | $2.39M | 0.01% | −3,608−17.3% | Reduced |
| Spectrum Wealth Counsel, LLC | 17,181 | $2.39M | 0.29% | +17,181 | New |
| Intech Investment Management LLC | 17,160 | $2.38M | 0.02% | −3,299−16.1% | Reduced |
| Rakuten Investment Management, Inc. | 17,135 | $2.38M | 0.01% | +17,135 | New |