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 |
|---|---|---|---|---|---|
| Trust Co of Toledo NA | 8,165 | $1.13M | 0.15% | 00.0% | Unchanged |
| Cavalier Investments, LLC | 8,137 | $1.13M | 0.38% | −14−0.2% | Reduced |
| Consolidated Planning Corp | 8,081 | $1.12M | 0.15% | +19+0.2% | Added |
| Cinctive Capital Management LP | 8,052 | $1.12M | 0.09% | +8,052 | New |
| Moody National Bank Trust Division | 7,865 | $1.09M | 0.11% | +17+0.2% | Added |
| Formidable Asset Management, LLC | 7,803 | $1.08M | 0.18% | −98−1.2% | Reduced |
| Cumberland Partners Ltd | 7,700 | $1.07M | 0.08% | −1,000−11.5% | Reduced |
| Quantitative Investment Management, LLC | 7,696 | $1.07M | 0.10% | +6,236+427.1% | Added |
| CAPROCK Group, Inc. | 7,659 | $1.06M | 0.03% | +1,452+23.4% | Added |
| Concurrent Investment Advisors, LLC | 7,605 | $1.06M | 0.03% | −364−4.6% | Reduced |
| Machina Capital S.A.S. | 7,568 | $1.05M | 0.31% | +7,568 | New |
| Capital Investment Advisors, LLC | 7,561 | $1.05M | 0.02% | −20.0% | Reduced |
| Oxford Financial Group Ltd | 7,558 | $1.05M | 0.07% | +687+10.0% | Added |
| One + One Wealth Management, LLC | 7,558 | $1.05M | 0.57% | −299−3.8% | Reduced |
| Achmea Investment Management B.V. | 7,301 | $1.01M | 0.01% | −8,256−53.1% | Reduced |
| West Michigan Advisors, LLC | 7,290 | $1.01M | 0.34% | −951−11.5% | Reduced |
| Investment Management Corp of Ontario | 7,224 | $1.00M | 0.02% | +7,224 | New |
| Twin Capital Management Inc | 7,004 | $972.9K | 0.11% | +7,004 | New |
| Qtron Investments LLC | 6,940 | $964.0K | 0.14% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 6,769 | $940.2K | 0.01% | −43−0.6% | Reduced |
| Muirfield Wealth Advisors LLC | 6,721 | $933.6K | 0.79% | +21+0.3% | Added |
| Simplex Trading, LLC | 6,706 | $931.0K | 0.03% | +6,706 | New |
| Ieq Capital, LLC | 6,670 | $926.5K | 0.01% | −1,385−17.2% | Reduced |
| Uniting Wealth Partners, LLC | 6,606 | $917.6K | 0.46% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 6,574 | $913.2K | 0.03% | +453+7.4% | Added |
| GHP Investment Advisors, Inc. | 6,532 | $907.4K | 0.04% | +6,532 | New |
| Yorktown Management & Research Co Inc | 6,450 | $896.0K | 0.97% | 00.0% | Unchanged |
| Umb Bank N A | 6,441 | $894.7K | 0.01% | −38,912−85.8% | Reduced |
| Empirical Finance, LLC | 6,390 | $887.6K | 0.05% | +176+2.8% | Added |
| Stephens Inc | 6,341 | $880.8K | 0.01% | −9−0.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,330 | $879.3K | 0.03% | +153+2.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,311 | $876.7K | 0.01% | −765−10.8% | Reduced |
| Staley Capital Advisers Inc | 6,250 | $868.2K | 0.04% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,207 | $845.8K | 0.03% | −5,329−46.2% | Reduced |
| Intrust Bank NA | 6,033 | $838.0K | 0.08% | +399+7.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,893 | $818.6K | 0.06% | +5,893 | New |
| Northwestern Mutual Investment Management Company, LLC | 5,865 | $814.7K | 0.01% | +56+1.0% | Added |
| Bradley Foster & Sargent Inc | 5,858 | $813.7K | 0.01% | −757−11.4% | Reduced |
| Farringdon Capital, Ltd. | 5,849 | $812.5K | 0.41% | +5,849 | New |
| Nomura Holdings Inc | 5,830 | $809.8K | 0.00% | −195−3.2% | Reduced |
| Board of the Pension Protection Fund | 5,800 | $805.7K | 0.92% | +5,800 | New |
| MGB Wealth Management, LLC | 5,703 | $792.2K | 0.29% | 00.0% | Unchanged |
| Norden Group LLC | 5,702 | $792.1K | 0.09% | −506−8.2% | Reduced |
| Systematic Alpha Investments, LLC | 5,700 | $791.8K | 0.03% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 5,603 | $778.3K | 0.01% | +197+3.6% | Added |
| Signature Wealth Management Group | 5,565 | $773.0K | 0.30% | +120+2.2% | Added |
| Belpointe Asset Management LLC | 5,524 | $767.4K | 0.04% | +854+18.3% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 5,500 | $764.0K | 0.03% | +700+14.6% | Added |
| Bridgewater Advisors Inc. | 5,508 | $760.6K | 0.07% | +5,508 | New |
| Gateway Investment Advisers LLC | 5,437 | $755.3K | 0.01% | +43+0.8% | Added |
| Vident Advisory, LLC | 5,431 | $754.7K | 0.01% | +1,604+41.9% | Added |
| Scientech Research LLC | 5,430 | $754.3K | 0.20% | +5,430 | New |
| Boothbay Fund Management, LLC | 5,413 | $751.9K | 0.03% | +5,413 | New |
| Intellus Advisors LLC | 5,381 | $747.5K | 0.13% | −199−3.6% | Reduced |
| Engineers Gate Manager LP | 5,335 | $741.1K | 0.01% | +5,335 | New |
| HBK Sorce Advisory LLC | 5,309 | $737.5K | 0.02% | −21−0.4% | Reduced |
| Centiva Capital, LP | 5,186 | $720.4K | 0.04% | +5,186 | New |
| Covenant Partners, LLC | 5,093 | $707.5K | 0.23% | 00.0% | Unchanged |
| Fairtree Asset Management (Pty) Ltd | 5,067 | $703.9K | 0.57% | +5,067 | New |
| Wetzel Investment Advisors, Inc. | 5,029 | $698.6K | 0.35% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 4,967 | $690.0K | 0.27% | −42−0.8% | Reduced |
| Bayforest Capital Ltd | 4,960 | $689.0K | 0.30% | +3,511+242.3% | Added |
| GAMMA Investing LLC | 4,858 | $674.8K | 0.05% | +2,197+82.6% | Added |
| Principal Street Partners, LLC | 4,853 | $674.1K | 0.13% | +34+0.7% | Added |
| Jain Global LLC | 4,841 | $672.5K | 0.01% | +4,841 | New |
| V-Square Quantitative Management LLC | 4,826 | $670.4K | 0.10% | −22−0.5% | Reduced |
| Cookson Peirce & Co Inc | 4,816 | $669.0K | 0.03% | +4,816 | New |
| State of Wyoming | 4,801 | $666.9K | 0.09% | +2,521+110.6% | Added |
| Skylands Capital, LLC | 4,787 | $662.6K | 0.10% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 4,758 | $660.9K | 0.04% | −21−0.4% | Reduced |
| Sowell Financial Services LLC | 4,707 | $653.8K | 0.03% | +4,707 | New |
| Applied Finance Capital Management, LLC | 4,705 | $653.6K | 0.05% | +4,705 | New |
| one8zero8, LLC | 4,637 | $644.1K | 0.15% | +1,000+27.5% | Added |
| Ronald Blue Trust, Inc. | 4,634 | $643.7K | 0.01% | +972+26.5% | Added |
| Empirical Asset Management, LLC | 4,543 | $631.1K | 0.22% | +4,543 | New |
| Forum Financial Management, LP | 4,501 | $625.2K | 0.01% | −506−10.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,393 | $610.2K | 0.01% | +160+3.8% | Added |
| Wolverine Trading, LLC | 4,387 | $609.8K | 0.02% | −7,067−61.7% | Reduced |
| United Services Automobile Association | 4,353 | $605.1K | 0.02% | +4,353 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,349 | $604.1K | 0.00% | +1,528+54.2% | Added |
| Confluence Wealth Services, Inc. | 4,458 | $603.3K | 0.04% | 00.0% | Unchanged |
| Net Worth Advisory Group | 4,339 | $602.7K | 0.19% | −104−2.3% | Reduced |
| Johnson Investment Counsel Inc | 4,314 | $599.3K | 0.01% | −15−0.3% | Reduced |
| Global Financial Private Client, LLC | 4,298 | $597.0K | 0.23% | +10+0.2% | Added |
| First Eagle Investment Management, LLC | 4,238 | $588.7K | 0.00% | −569−11.8% | Reduced |
| Exchange Traded Concepts, LLC | 4,213 | $585.2K | 0.01% | +2,304+120.7% | Added |
| Balyasny Asset Management LLC | 4,205 | $584.1K | 0.00% | +2,041+94.3% | Added |
| Harrell Investment Partners, LLC | 4,153 | $576.9K | 0.17% | +13+0.3% | Added |
| Coldstream Capital Management Inc | 4,139 | $574.9K | 0.01% | +135+3.4% | Added |
| Empowered Funds, LLC | 4,142 | $573.3K | 0.01% | +314+8.2% | Added |
| NorthRock Partners, LLC | 4,106 | $570.3K | 0.02% | −190−4.4% | Reduced |
| Guinness Asset Management LTD | 4,023 | $558.8K | 0.01% | −395−8.9% | Reduced |
| Great Valley Advisor Group, Inc. | 4,015 | $557.7K | 0.01% | +10.0% | Added |
| NJ State Employees Deferred Compensation Plan | 4,000 | $555.6K | 0.07% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 4,000 | $555.6K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,908 | $542.9K | 0.02% | +2,499+177.4% | Added |
| Synovus Financial Corp | 3,891 | $540.5K | 0.01% | +1,936+99.0% | Added |
| HB Wealth Management, LLC | 3,825 | $531.3K | 0.00% | +2,391+166.7% | Added |
| Beverly Hills Private Wealth, LLC | 3,804 | $528.4K | 0.10% | +114+3.1% | Added |
| MQS Management LLC | 3,791 | $526.6K | 0.30% | +3,791 | New |