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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.

Institutional holdersQ1 2025: 858 institutions
Q1 2021: 552 institutionsQ2 2021: 565 institutionsQ3 2021: 583 institutionsQ4 2021: 638 institutionsQ1 2022: 664 institutionsQ2 2022: 657 institutionsQ3 2022: 666 institutionsQ4 2022: 701 institutionsQ1 2023: 664 institutionsQ2 2023: 644 institutionsQ3 2023: 658 institutionsQ4 2023: 720 institutionsQ1 2024: 729 institutionsQ2 2024: 751 institutionsQ3 2024: 768 institutionsQ4 2024: 840 institutionsQ1 2025: 858 institutionsQ2 2025: 857 institutionsQ3 2025: 894 institutionsQ4 2025: 936 institutionsQ1 2026: 925 institutionsQ2 2026: 904 institutions
Value heldQ1 2025: $21.8B
Q1 2021: $12.3BQ2 2021: $13.2BQ3 2021: $14.0BQ4 2021: $15.5BQ1 2022: $17.3BQ2 2022: $14.3BQ3 2022: $16.1BQ4 2022: $17.5BQ1 2023: $14.8BQ2 2023: $16.5BQ3 2023: $15.7BQ4 2023: $17.4BQ1 2024: $19.9BQ2 2024: $18.9BQ3 2024: $19.1BQ4 2024: $23.9BQ1 2025: $21.8BQ2 2025: $23.8BQ3 2025: $26.0BQ4 2025: $24.6BQ1 2026: $22.0BQ2 2026: $23.1B
Institutions holding RJF and their total value by quarter
QuarterHoldersValue
Q2 2026904$23.1B
Q1 2026925$22.0B
Q4 2025936$24.6B
Q3 2025894$26.0B
Q2 2025857$23.8B
Q1 2025858$21.8B
Q4 2024840$23.9B
Q3 2024768$19.1B
Q2 2024751$18.9B
Q1 2024729$19.9B
Q4 2023720$17.4B
Q3 2023658$15.7B
Q2 2023644$16.5B
Q1 2023664$14.8B
Q4 2022701$17.5B
Q3 2022666$16.1B
Q2 2022657$14.3B
Q1 2022664$17.3B
Q4 2021638$15.5B
Q3 2021583$14.0B
Q2 2021565$13.2B
Q1 2021552$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.

Institutions holding RJF in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Resources Management Corp472$66.0K0.01%00.0%Unchanged
Cromwell Holdings LLC474$65.8K0.04%+10+2.2%Added
Clear Street Markets LLC461$64.0K0.04%+460+46,000.0%Added
Whittier Trust Co434$60.3K0.00%00.0%Unchanged
Zions Bancorporation, National Association433$60.1K0.00%+433New
Manchester Capital Management LLC396$55.0K0.01%−78−16.5%Reduced
MAI Capital Management383$53.1K0.00%−107−21.8%Reduced
Private Trust Co NA382$53.1K0.01%−105−21.6%Reduced
Trust Co379$52.6K0.01%00.0%Unchanged
Plante Moran Financial Advisors, LLC375$52.1K0.00%+375New
Laurel Wealth Advisors LLC364$50.6K0.01%00.0%Unchanged
Larson Financial Group LLC325$45.2K0.00%+255+364.3%Added
Capital A Wealth Management, LLC317$44.0K0.05%−776−71.0%Reduced
JFS Wealth Advisors, LLC304$42.2K0.00%+26+9.4%Added
Operose Advisors LLC300$41.7K0.01%00.0%Unchanged
Advisors Asset Management, Inc.296$41.1K0.00%−56−15.9%Reduced
Moisand Fitzgerald Tamayo, LLC289$40.1K0.01%00.0%Unchanged
TCTC Holdings, LLC287$39.9K0.00%+121+72.9%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA270$37.5K0.01%+120+80.0%Added
Future Financial Wealth Managment LLC259$36.0K0.03%00.0%Unchanged
Clearstead Advisors, LLC253$35.1K0.00%−33−11.5%Reduced
Riggs Asset Managment Co. Inc.250$34.7K0.01%00.0%Unchanged
Financial Network Wealth Management LLC240$33.0K0.01%+240New
TD Private Client Wealth LLC229$31.8K0.00%+59+34.7%Added
Plato Investment Management Ltd217$30.5K0.00%−19−8.1%Reduced
Wolff Wiese Magana LLC203$28.2K0.02%00.0%Unchanged
Alpine Bank Wealth Management197$27.4K0.00%+197New
Hemington Wealth Management201$27.0K0.00%+26+14.9%Added
Deseret Mutual Benefit Administrators192$26.7K0.01%00.0%Unchanged
Versant Capital Management, Inc191$26.5K0.00%−37−16.2%Reduced
Central Pacific Bank - Trust Division183$25.4K0.00%+58+46.4%Added
Thurston, Springer, Miller, Herd & Titak, Inc.179$24.9K0.00%+179New
CarsonAllaria Wealth Management, Ltd.175$24.3K0.01%+1+0.6%Added
Valley National Advisers Inc176$24.0K0.00%+4+2.3%Added
Creative Financial Designs Inc166$23.1K0.00%+116+232.0%Added
Wayfinding Financial, LLC172$23.0K0.01%+172New
TD Waterhouse Canada Inc.166$22.9K0.00%−18−9.8%Reduced
WPG Advisers, LLC161$22.4K0.02%−8−4.7%Reduced
Meeder Asset Management Inc149$20.7K0.00%+84+129.2%Added
Accredited Wealth Management, LLC149$20.7K0.02%+149New
Rossby Financial, LCC150$20.6K0.01%+150New
Princeton Global Asset Management LLC145$20.1K0.00%00.0%Unchanged
Cornerstone Planning Group LLC145$19.6K0.00%+71+95.9%Added
Bell Investment Advisors, Inc141$19.6K0.00%00.0%Unchanged
Birchbrook, Inc.131$18.2K0.01%00.0%Unchanged
Harbour Investments, Inc.126$17.5K0.00%+67+113.6%Added
Rise Advisors, LLC126$17.4K0.01%+13+11.5%Added
Smithfield Trust Co120$17.0K0.00%00.0%Unchanged
Quent Capital, LLC121$16.8K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc121$16.8K0.00%00.0%Unchanged
Raiffeisen Bank International AG116$16.1K0.00%00.0%Unchanged
GW&K Investment Management, LLC114$16.0K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.115$16.0K0.00%−65−36.1%Reduced
MV Capital Management, Inc.111$15.4K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC111$15.4K0.00%00.0%Unchanged
South State Corp.104$14.4K0.00%+104New
Fortitude Family Office, LLC103$14.3K0.01%00.0%Unchanged
South Dakota Investment Council100$14.0K0.00%00.0%Unchanged
Eastern Bank91$12.6K0.00%−349−79.3%Reduced
NewSquare Capital LLC87$12.1K0.00%+80+1,142.9%Added
Indiana Trust & Investment Management CO85$11.8K0.00%00.0%Unchanged
City Holding Co85$11.8K0.00%+85New
Duncker Streett & Co Inc82$11.5K0.00%00.0%Unchanged
Sunbelt Securities, Inc.80$11.1K0.00%+80New
Saudi Central Bank77$10.7K0.06%+77New
Golden State Wealth Management, LLC75$10.4K0.00%00.0%Unchanged
Creative Capital Management Investments LLC74$10.3K0.00%+74New
Glen Eagle Advisors, LLC66$9.17K0.00%00.0%Unchanged
Key Financial Inc62$8.61K0.00%00.0%Unchanged
Trust Co of Vermont62$8.61K0.00%+28+82.4%Added
Private Wealth Management Group, LLC61$8.47K0.00%−17−21.8%Reduced
Anchor Investment Management, LLC61$8.47K0.00%00.0%Unchanged
Pacific Center for Financial Services58$8.06K0.00%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.56$7.78K0.01%+56New
Richardson Capital Management LLC55$7.64K0.00%+55New
Clark Wealth Partners52$7.22K0.01%+39+300.0%Added
Kestra Investment Management, LLC51$7.08K0.00%+23+82.1%Added
Newbridge Financial Services Group, Inc.50$6.95K0.00%+50New
Washington Trust Co50$6.93K0.00%00.0%Unchanged
Aspect Partners, LLC48$6.67K0.00%−3−5.9%Reduced
FSA Wealth Management LLC45$6.25K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC45$6.21K0.01%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC40$5.56K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC38$5.28K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.37$5.10K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd39$5.00K0.00%−4,091−99.1%Reduced
South Plains Financial, Inc.36$5.00K0.00%00.0%Unchanged
Avion Wealth33$5.00K0.00%00.0%Unchanged
Investors Research Corp35$4.86K0.00%+35New
SOA Wealth Advisors, LLC.34$4.75K0.00%00.0%Unchanged
McIlrath & Eck, LLC33$4.64K0.00%00.0%Unchanged
MB, Levis & Associates, LLC33$4.58K0.00%00.0%Unchanged
Financial Management Professionals, Inc.32$4.45K0.00%−7−17.9%Reduced
DiNuzzo Private Wealth, Inc.31$4.31K0.00%+2+6.9%Added
Asset Dedication, LLC30$4.17K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.30$4.17K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC30$4.17K0.00%+30New
Raffa Wealth Management, LLC27$3.75K0.00%00.0%Unchanged
Abound Wealth Management23$3.20K0.00%−10−30.3%Reduced
Ogorek Anthony Joseph27$3.00K0.00%+27New