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 |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 17,109 | $2.38M | 0.01% | −6,259−26.8% | Reduced |
| HighTower Advisors, LLC | 17,035 | $2.37M | 0.00% | −808−4.5% | Reduced |
| Voleon Capital Management LP | 16,788 | $2.33M | 0.18% | +16,788 | New |
| Edgestream Partners, L.P. | 16,404 | $2.28M | 0.08% | +16,404 | New |
| Landscape Capital Management, L.L.C. | 16,358 | $2.27M | 0.20% | +3,115+23.5% | Added |
| Aft, Forsyth & Sober, LLC | 15,950 | $2.22M | 0.77% | +200+1.3% | Added |
| Oregon Public Employees Retirement Fund | 15,810 | $2.20M | 0.04% | +110+0.7% | Added |
| Tredje AP-fonden | 15,671 | $2.18M | 0.02% | 00.0% | Unchanged |
| Woodline Partners LP | 15,580 | $2.16M | 0.01% | +4,592+41.8% | Added |
| Nordea Investment Management AB | 15,701 | $2.14M | 0.00% | −966−5.8% | Reduced |
| Mediolanum International Funds Ltd | 14,884 | $2.07M | 0.03% | +1,872+14.4% | Added |
| White Pine Capital LLC | 14,815 | $2.06M | 0.71% | −125−0.8% | Reduced |
| Mizuho Securities USA LLC | 14,766 | $2.05M | 0.04% | −2,575−14.8% | Reduced |
| J. Safra Sarasin Holding AG | 14,656 | $2.04M | 0.04% | +14,656 | New |
| High Net Worth Advisory Group LLC | 14,498 | $2.01M | 0.57% | −100−0.7% | Reduced |
| Banque Cantonale Vaudoise | 14,328 | $1.99M | 0.09% | +14,328 | New |
| Teachers Retirement System of the State of Kentucky | 14,101 | $1.96M | 0.02% | +388+2.8% | Added |
| Kentucky Retirement Systems | 13,835 | $1.92M | 0.06% | +1,098+8.6% | Added |
| Elo Mutual Pension Insurance Co | 13,817 | $1.92M | 0.04% | −7,064−33.8% | Reduced |
| Davis Investment Partners, LLC | 14,197 | $1.92M | 0.85% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 13,416 | $1.86M | 0.09% | 00.0% | Unchanged |
| Empire Life Investments Inc. | 13,353 | $1.85M | 0.12% | −1,799−11.9% | Reduced |
| William B. Walkup & Associates, Inc. | 13,335 | $1.85M | 1.13% | −60−0.4% | Reduced |
| Apollon Wealth Management, LLC | 13,325 | $1.85M | 0.04% | +273+2.1% | Added |
| STRS Ohio | 13,256 | $1.84M | 0.01% | −2,963−18.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 13,228 | $1.84M | 0.02% | −351−2.6% | Reduced |
| Cullen Capital Management LLC | 13,117 | $1.82M | 0.02% | +1,070+8.9% | Added |
| NEOS Investment Management LLC | 13,106 | $1.81M | 0.03% | +2,505+23.6% | Added |
| Alpine Woods Capital Investors, LLC | 12,900 | $1.79M | 0.45% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 12,706 | $1.76M | 0.32% | −1,945−13.3% | Reduced |
| CIBC Private Wealth Group, LLC | 14,112 | $1.76M | 0.00% | −2,343−14.2% | Reduced |
| QRG Capital Management, Inc. | 12,616 | $1.75M | 0.02% | +103+0.8% | Added |
| M&T Bank Corp | 12,601 | $1.75M | 0.01% | −1,037−7.6% | Reduced |
| La Banque Postale Asset Management SA | 12,456 | $1.73M | 0.03% | −542−4.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 12,299 | $1.71M | 0.01% | +6,625+116.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 12,296 | $1.71M | 0.05% | 00.0% | Unchanged |
| Quest Partners LLC | 12,204 | $1.70M | 0.18% | +12,204 | New |
| Klingman & Associates, LLC | 12,203 | $1.70M | 0.10% | +1,713+16.3% | Added |
| Advisor Group Holdings, Inc. | 12,081 | $1.68M | 0.00% | −1,710−12.4% | Reduced |
| TCG Advisory Services, LLC | 11,936 | $1.66M | 0.07% | −2,250−15.9% | Reduced |
| Sabal Trust CO | 11,821 | $1.64M | 0.09% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 11,694 | $1.62M | 1.26% | −12,770−52.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 11,525 | $1.60M | 0.02% | +33+0.3% | Added |
| Fox Run Management, L.L.C. | 11,450 | $1.59M | 0.25% | +11,450 | New |
| Sciencast Management LP | 11,437 | $1.59M | 0.37% | +11,437 | New |
| Northwest & Ethical Investments L.P. | 11,413 | $1.59M | 0.04% | +3,375+42.0% | Added |
| Gsa Capital Partners LLP | 11,390 | $1.58M | 0.14% | +11,390 | New |
| Pacer Advisors, Inc. | 11,325 | $1.57M | 0.00% | −3,305−22.6% | Reduced |
| Dean Capital Management | 11,303 | $1.57M | 0.68% | −3,374−23.0% | Reduced |
| Hartford Investment Management Co | 11,192 | $1.55M | 0.05% | −192−1.7% | Reduced |
| Allen Investment Management LLC | 11,150 | $1.55M | 0.02% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 11,131 | $1.55M | 0.05% | −4,604−29.3% | Reduced |
| Metis Global Partners, LLC | 11,121 | $1.54M | 0.04% | +1,080+10.8% | Added |
| Keybank National Association | 11,114 | $1.54M | 0.01% | −134−1.2% | Reduced |
| SPC Financial, Inc. | 10,950 | $1.52M | 0.13% | −500−4.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 10,949 | $1.52M | 0.06% | +7,017+178.5% | Added |
| Oarsman Capital, Inc. | 10,866 | $1.51M | 0.27% | +212+2.0% | Added |
| Bank of New Hampshire | 10,835 | $1.51M | 0.39% | +896+9.0% | Added |
| United Capital Financial Advisers, LLC | 10,480 | $1.46M | 0.01% | +225+2.2% | Added |
| King Luther Capital Management Corp | 10,399 | $1.44M | 0.01% | −175−1.7% | Reduced |
| Montag & Caldwell, LLC | 10,246 | $1.42M | 0.33% | 00.0% | Unchanged |
| Toroso Investments, LLC | 10,223 | $1.42M | 0.01% | +5,089+99.1% | Added |
| Meridian Wealth Advisors, LLC | 10,154 | $1.41M | 0.24% | −265−2.5% | Reduced |
| Wedmont Private Capital | 10,318 | $1.40M | 0.07% | +8,442+450.0% | Added |
| Kestra Advisory Services, LLC | 10,038 | $1.39M | 0.01% | +5,643+128.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 9,993 | $1.39M | 0.09% | +4,027+67.5% | Added |
| Vinva Investment Management Ltd | 9,939 | $1.38M | 0.06% | +203+2.1% | Added |
| Louisiana State Employees Retirement System | 9,900 | $1.38M | 0.03% | +100+1.0% | Added |
| Norinchukin Bank, The | 9,818 | $1.36M | 0.03% | +1,334+15.7% | Added |
| Glenmede Trust Co NA | 9,750 | $1.35M | 0.01% | +1,760+22.0% | Added |
| Atlas Wealth LLC | 9,740 | $1.35M | 0.53% | −764−7.3% | Reduced |
| Tower Bridge Advisors | 9,704 | $1.35M | 0.15% | −1,350−12.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 9,700 | $1.35M | 0.19% | +9,700 | New |
| Securian Asset Management, Inc | 9,669 | $1.34M | 0.04% | −96−1.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 9,615 | $1.34M | 0.04% | −187−1.9% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 9,517 | $1.32M | 0.44% | −279−2.8% | Reduced |
| Maryland State Retirement & Pension System | 9,487 | $1.32M | 0.03% | −332−3.4% | Reduced |
| JT Stratford LLC | 9,387 | $1.30M | 0.23% | +9,387 | New |
| Commerce Bank | 9,329 | $1.30M | 0.01% | −656−6.6% | Reduced |
| Peak Planning Group, LLC | 9,289 | $1.29M | 0.54% | +40.0% | Added |
| Natixis | 9,346 | $1.28M | 0.01% | −5,466−36.9% | Reduced |
| Bill Few Associates, Inc. | 9,095 | $1.26M | 0.45% | −500−5.2% | Reduced |
| RMB Capital Management, LLC | 9,035 | $1.26M | 0.03% | +4,165+85.5% | Added |
| Hancock Whitney Corp | 8,793 | $1.22M | 0.04% | +8,793 | New |
| Mount Yale Investment Advisors, LLC | 8,709 | $1.21M | 0.10% | −9,978−53.4% | Reduced |
| Intact Investment Management Inc. | 8,700 | $1.21M | 0.04% | +500+6.1% | Added |
| Gladstone Institutional Advisory LLC | 8,652 | $1.20M | 0.06% | −976−10.1% | Reduced |
| Chiron Capital Management, LLC | 8,650 | $1.20M | 1.09% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 8,610 | $1.20M | 0.02% | +478+5.9% | Added |
| New Mexico Educational Retirement Board | 8,575 | $1.19M | 0.04% | −300−3.4% | Reduced |
| Wealthfront Advisers LLC | 8,549 | $1.19M | 0.00% | −116−1.3% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 8,001 | $1.18M | 0.06% | +8,001 | New |
| WealthTrust Asset Management, LLC | 8,452 | $1.17M | 0.87% | +8,452 | New |
| E. Ohman J:or Asset Management AB | 8,450 | $1.17M | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 8,419 | $1.17M | 0.02% | −40−0.5% | Reduced |
| Crestwood Advisors Group LLC | 8,383 | $1.16M | 0.02% | +6,401+323.0% | Added |
| CIBC World Markets Inc. | 8,382 | $1.16M | 0.00% | +6,210+285.9% | Added |
| Virtus Investment Advisers, Inc. | 8,285 | $1.15M | 0.31% | +8,285 | New |
| ING Groep NV | 8,272 | $1.15M | 0.01% | +30.0% | Added |
| Vestcor Inc | 8,229 | $1.14M | 0.04% | +4,833+142.3% | Added |