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 |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | 3,783 | $525.5K | 0.01% | +1,352+55.6% | Added |
| Shell Asset Management Co | 3,780 | $525.0K | 0.02% | −158−4.0% | Reduced |
| Impact Partnership Wealth, LLC | 3,719 | $516.6K | 0.11% | +3,719 | New |
| Guggenheim Capital LLC | 3,687 | $512.2K | 0.00% | −319−8.0% | Reduced |
| Group One Trading, L.P. | 3,683 | $511.6K | 0.02% | +3,683 | New |
| Fifth Third Wealth Advisors LLC | 3,579 | $497.2K | 0.03% | +250+7.5% | Added |
| Inceptionr LLC | 3,544 | $490.5K | 0.15% | −6,990−66.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 3,521 | $489.1K | 0.00% | −775−18.0% | Reduced |
| New Wave Wealth Advisors LLC | 3,518 | $488.7K | 0.22% | +3,518 | New |
| NVWM, LLC | 3,498 | $485.9K | 0.13% | +3,489+38,766.7% | Added |
| Texas Yale Capital Corp. | 3,445 | $478.5K | 0.02% | +47+1.4% | Added |
| RSM US Wealth Management LLC | 3,421 | $475.2K | 0.01% | −608−15.1% | Reduced |
| Visionary Wealth Advisors | 3,404 | $472.9K | 0.03% | −49−1.4% | Reduced |
| Aspen Grove Capital, LLC | 3,383 | $469.9K | 0.09% | 00.0% | Unchanged |
| Everence Capital Management Inc | 3,370 | $468.0K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,359 | $466.6K | 0.00% | −116−3.3% | Reduced |
| J.W. Cole Advisors, Inc. | 3,324 | $461.7K | 0.01% | +35+1.1% | Added |
| Venturi Wealth Management, LLC | 3,318 | $460.9K | 0.02% | +73+2.2% | Added |
| Bessemer Group Inc | 3,295 | $458.0K | 0.00% | −16,873−83.7% | Reduced |
| MUFG Securities Americas Inc. | 3,264 | $453.4K | 0.05% | +563+20.8% | Added |
| Red Door Wealth Management, LLC | 3,264 | $453.4K | 0.07% | +3,264 | New |
| Atlanta Consulting Group Advisors, LLC | 3,241 | $450.2K | 0.13% | −538−14.2% | Reduced |
| Waterloo Capital, L.P. | 3,238 | $449.7K | 0.04% | +27+0.8% | Added |
| Sequoia Financial Advisors, LLC | 3,230 | $448.6K | 0.00% | +261+8.8% | Added |
| Dock Street Asset Management Inc | 3,196 | $444.0K | 0.05% | −669−17.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 3,165 | $439.7K | 0.03% | +3,081+3,667.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,142 | $436.5K | 0.04% | +121+4.0% | Added |
| Shulman DeMeo Asset Management LLC | 3,139 | $436.1K | 0.12% | −8−0.3% | Reduced |
| Abc Arbitrage SA | 3,125 | $434.1K | 0.08% | +3,125 | New |
| Tectonic Advisors LLC | 3,119 | $433.3K | 0.03% | −1,125−26.5% | Reduced |
| Sherbrooke Park Advisers LLC | 3,084 | $428.4K | 0.20% | +1,570+103.7% | Added |
| Novak & Powell Financial Services, Inc. | 3,073 | $426.8K | 0.27% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 3,054 | $424.2K | 0.06% | +129+4.4% | Added |
| Quad-Cities Investment Group, LLC | 3,035 | $421.6K | 0.21% | +8+0.3% | Added |
| Huntington National Bank | 3,030 | $420.9K | 0.00% | +247+8.9% | Added |
| Argus Investors' Counsel, Inc. | 3,019 | $419.4K | 0.32% | −90−2.9% | Reduced |
| Smartleaf Asset Management LLC | 3,004 | $417.7K | 0.04% | −155−4.9% | Reduced |
| Oak Thistle LLC | 2,995 | $416.0K | 0.08% | +2,995 | New |
| ASR Vermogensbeheer N.V. | 2,984 | $414.4K | 0.01% | +2,984 | New |
| Kestra Private Wealth Services, LLC | 2,966 | $412.0K | 0.01% | −246−7.7% | Reduced |
| Snowden Capital Advisors LLC | 2,909 | $404.1K | 0.01% | −194−6.3% | Reduced |
| Prospera Financial Services Inc | 2,908 | $404.0K | 0.01% | +1,419+95.3% | Added |
| Petrus Trust Company, LTA | 2,900 | $402.8K | 0.04% | −1,175−28.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,899 | $402.7K | 0.02% | −255−8.1% | Reduced |
| Brighton Jones LLC | 2,862 | $397.6K | 0.01% | +100+3.6% | Added |
| Jones Financial Companies LLLP | 2,849 | $396.0K | 0.00% | +1,838+181.8% | Added |
| Collective Family Office LLC | 2,850 | $395.9K | 0.11% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 2,813 | $390.8K | 0.02% | +137+5.1% | Added |
| ABLE Financial Group, LLC | 2,795 | $388.3K | 0.11% | +2,795 | New |
| Samalin Investment Counsel, LLC | 2,784 | $386.7K | 0.16% | −144−4.9% | Reduced |
| Vontobel Holding Ltd. | 2,749 | $381.9K | 0.00% | −463−14.4% | Reduced |
| Ellevest, Inc. | 2,741 | $380.8K | 0.03% | +2,741 | New |
| MTM Investment Management, LLC | 2,752 | $380.1K | 0.15% | 00.0% | Unchanged |
| Greenleaf Trust | 2,734 | $379.8K | 0.00% | −1,264−31.6% | Reduced |
| FORM Wealth Advisors, LLC | 2,727 | $378.7K | 0.05% | +2,727 | New |
| Fulton Bank, N.A. | 2,726 | $378.7K | 0.02% | +59+2.2% | Added |
| National Asset Management, Inc. | 2,715 | $377.1K | 0.01% | −2,273−45.6% | Reduced |
| Checchi Capital Advisers, LLC | 2,712 | $376.7K | 0.03% | +32+1.2% | Added |
| Pine Valley Investments Ltd Liability Co | 2,702 | $375.3K | 0.02% | +41+1.5% | Added |
| Darwin Advisors, LLC | 2,413 | $374.9K | 0.13% | 00.0% | Unchanged |
| Westpac Banking Corp | 2,697 | $374.6K | 0.03% | −117−4.2% | Reduced |
| Agate Pass Investment Management, LLC | 2,682 | $372.6K | 0.16% | −286−9.6% | Reduced |
| Quadrature Capital Ltd | 2,670 | $370.7K | 0.01% | −804−23.1% | Reduced |
| Rehmann Capital Advisory Group | 2,656 | $369.0K | 0.02% | +182+7.4% | Added |
| Horizon Investments, LLC | 2,646 | $366.2K | 0.01% | +113+4.5% | Added |
| Stonebrook Private Inc. | 2,615 | $363.2K | 0.09% | −232−8.1% | Reduced |
| Integrated Quantitative Investments LLC | 2,612 | $362.8K | 0.18% | +2,612 | New |
| Phillips Wealth Planners LLC | 2,681 | $362.8K | 0.38% | +9+0.3% | Added |
| Blueshift Asset Management, LLC | 2,602 | $361.4K | 0.14% | +2,602 | New |
| Profund Advisors LLC | 2,592 | $360.1K | 0.02% | −136−5.0% | Reduced |
| Blue Chip Partners, Inc. | 2,565 | $356.3K | 0.03% | +12+0.5% | Added |
| Catalyst Capital Advisors LLC | 2,560 | $355.6K | 0.01% | +950+59.0% | Added |
| Calton & Associates, Inc. | 2,550 | $354.2K | 0.08% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,541 | $353.0K | 0.02% | −68−2.6% | Reduced |
| Lecap Asset Management Ltd | 2,510 | $348.7K | 0.08% | +2,510 | New |
| Clarus Group, Inc. | 2,500 | $347.2K | 0.13% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 2,469 | $343.0K | 0.06% | +132+5.6% | Added |
| Drive Wealth Management, LLC | 2,453 | $340.8K | 0.08% | −29−1.2% | Reduced |
| Pitcairn Co | 2,450 | $340.3K | 0.02% | +322+15.1% | Added |
| Joel Adams & Associates, Inc. | 2,432 | $337.9K | 0.30% | +10.0% | Added |
| Evercore Wealth Management, LLC | 2,428 | $337.3K | 0.01% | −200−7.6% | Reduced |
| denkapparat Operations GmbH | 2,416 | $335.6K | 0.36% | +2,416 | New |
| Salem Investment Counselors Inc | 2,413 | $335.2K | 0.01% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 2,411 | $334.9K | 0.28% | +19+0.8% | Added |
| Ballentine Partners, LLC | 2,408 | $334.5K | 0.01% | +124+5.4% | Added |
| Parallel Advisors, LLC | 2,383 | $331.0K | 0.01% | +131+5.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,378 | $330.0K | 0.00% | −8,541−78.2% | Reduced |
| Cornerstone Wealth Group, LLC | 2,370 | $329.1K | 0.03% | +36+1.5% | Added |
| Legacy Wealth Asset Management, LLC | 2,349 | $326.3K | 0.09% | −141−5.7% | Reduced |
| Principal Securities, Inc. | 2,092 | $324.9K | 0.01% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 2,328 | $323.4K | 0.08% | −163−6.5% | Reduced |
| Harbor Investment Advisory, LLC | 2,317 | $321.9K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,316 | $321.8K | 0.01% | −345−13.0% | Reduced |
| Horizon Advisory Services, Inc. | 2,272 | $315.6K | 0.18% | +35+1.6% | Added |
| Flagship Harbor Advisors, LLC | 2,259 | $313.9K | 0.02% | −573−20.2% | Reduced |
| MBB Public Markets I LLC | 2,226 | $309.2K | 0.04% | +2,226 | New |
| CX Institutional | 2,216 | $308.0K | 0.01% | −107−4.6% | Reduced |
| Arbor Investment Advisors, LLC | 2,183 | $303.2K | 0.04% | +2+0.1% | Added |
| Cadent Capital Advisors, LLC | 2,175 | $302.1K | 0.11% | 00.0% | Unchanged |
| Syon Capital LLC | 2,173 | $301.8K | 0.02% | +2,173 | New |