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, Q2 2025
Institutional positions in Raymond James Financial Inc as of Jun 30, 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
- 857
- +11 vs. Q1 2025
- Shares held
- 155.3M
- −1.17M (−0.7%) vs. Q1 2025
- Total value
- $23.8B
- +$2.09B (+9.6%) vs. Q1 2025
- New holders
- 99
- 320 more added
- Sold out
- 88
- 291 more reduced
12 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Raymond James Financial Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 22,198,694 | $3.40B | 0.06% | −45,510−0.2% | Reduced |
| BlackRock, Inc. | 14,979,361 | $2.30B | 0.04% | +59,420+0.4% | Added |
| Primecap Management Co | 10,013,852 | $1.54B | 1.22% | +295,163+3.0% | Added |
| Wellington Management Group LLP | 9,568,625 | $1.47B | 0.27% | −366,815−3.7% | Reduced |
| State Street Corp | 8,175,257 | $1.25B | 0.05% | −162,304−1.9% | Reduced |
| FMR LLC | 6,085,819 | $933.4M | 0.05% | +227,826+3.9% | Added |
| JPMorgan Chase & Co | 5,616,998 | $861.5M | 0.06% | +1,651,380+41.6% | Added |
| Geode Capital Management, LLC | 4,597,168 | $701.9M | 0.05% | −92,709−2.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 4,182,745 | $641.5M | 0.41% | +46,332+1.1% | Added |
| Victory Capital Management Inc | 2,839,373 | $435.7M | 0.28% | +956,234+50.8% | Added |
| First Trust Advisors LP | 2,485,569 | $381.2M | 0.31% | +709,315+39.9% | Added |
| Earnest Partners LLC | 2,480,735 | $380.5M | 1.72% | −15,906−0.6% | Reduced |
| Massachusetts Financial Services Co | 2,406,749 | $369.1M | 0.12% | +71,495+3.1% | Added |
| Norges Bank | 2,311,050 | $354.4M | 0.04% | +74,765+3.3% | Added |
| Bank of America Corp | 2,288,710 | $351.0M | 0.03% | −375,250−14.1% | Reduced |
| Morgan Stanley | 2,248,739 | $344.9M | 0.02% | −127,868−5.4% | Reduced |
| Invesco Ltd. | 2,141,172 | $328.4M | 0.06% | −760,263−26.2% | Reduced |
| Dimensional Fund Advisors LP | 2,129,991 | $326.7M | 0.08% | +38,171+1.8% | Added |
| Northern Trust Corp | 2,102,177 | $322.4M | 0.04% | −145,745−6.5% | Reduced |
| UBS Asset Management Americas Inc | 1,835,972 | $281.6M | 0.06% | +322,918+21.3% | Added |
| Goldman Sachs Group Inc | 1,823,646 | $279.7M | 0.05% | +115,313+6.8% | Added |
| Legal & General Group Plc | 1,255,616 | $192.6M | 0.05% | −117,972−8.6% | Reduced |
| Charles Schwab Investment Management Inc | 1,106,838 | $169.8M | 0.03% | −4,068−0.4% | Reduced |
| Mercer Global Advisors Inc | 1,048,751 | $160.8M | 0.36% | −705−0.1% | Reduced |
| Harfst & Associates, Inc. | 1,037,455 | $159.1M | 32.81% | −3,501−0.3% | Reduced |
| Bank of New York Mellon Corp | 996,857 | $152.9M | 0.03% | −239,647−19.4% | Reduced |
| HSBC Holdings PLC | 971,352 | $148.9M | 0.10% | +50,645+5.5% | Added |
| SEI Investments Co | 907,584 | $139.2M | 0.16% | −6,355−0.7% | Reduced |
| Nuveen, LLC | 772,747 | $118.5M | 0.03% | −28,981−3.6% | Reduced |
| Raymond James Financial Inc | 765,574 | $117.4M | 0.04% | +12,328+1.6% | Added |
| Congress Asset Management Co | 740,953 | $113.6M | 0.78% | −112,049−13.1% | Reduced |
| Barclays PLC | 720,253 | $110.5M | 0.04% | −20,260−2.7% | Reduced |
| American Century Companies Inc | 688,405 | $105.6M | 0.06% | +442,340+179.8% | Added |
| Envestnet Asset Management Inc | 656,265 | $100.7M | 0.03% | +42,473+6.9% | Added |
| Franklin Resources Inc | 656,219 | $100.6M | 0.03% | +38,638+6.3% | Added |
| UBS Group AG | 641,476 | $98.4M | 0.02% | −235,758−26.9% | Reduced |
| Principal Financial Group Inc | 604,073 | $92.6M | 0.05% | −12,448−2.0% | Reduced |
| Deutsche Bank AG | 586,600 | $90.0M | 0.03% | −71,633−10.9% | Reduced |
| The PNC Financial Services Group, Inc. | 584,758 | $89.7M | 0.06% | +8,835+1.5% | Added |
| Ameriprise Financial Inc | 569,050 | $87.3M | 0.02% | −117,597−17.1% | Reduced |
| AQR Capital Management LLC | 540,592 | $82.9M | 0.07% | +150,378+38.5% | Added |
| Premier Fund Managers Ltd | 528,300 | $80.9M | 2.95% | +2,087+0.4% | Added |
| Qube Research & Technologies Ltd | 520,875 | $79.9M | 0.11% | −414,154−44.3% | Reduced |
| Prudential Financial Inc | 502,293 | $77.0M | 0.10% | +227,435+82.7% | Added |
| Fisher Asset Management, LLC | 488,201 | $74.9M | 0.03% | −11,732−2.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 482,385 | $74.0M | 0.05% | +14,042+3.0% | Added |
| Marshall Wace, LLP | 438,213 | $67.2M | 0.08% | +390,821+824.7% | Added |
| BNP Paribas Arbitrage, SA | 416,975 | $64.0M | 0.05% | −161,730−27.9% | Reduced |
| Wells Fargo & Company | 414,407 | $63.6M | 0.01% | +26,816+6.9% | Added |
| Sterling Capital Management LLC | 410,270 | $62.9M | 0.89% | +115,609+39.2% | Added |
| Amundi | 391,970 | $62.0M | 0.02% | −357,444−47.7% | Reduced |
| Silvercrest Asset Management Group LLC | 394,945 | $60.6M | 0.41% | −14,452−3.5% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 379,000 | $58.1M | 1.64% | −20,737−5.2% | Reduced |
| TD Asset Management Inc | 377,388 | $57.9M | 0.05% | −35,845−8.7% | Reduced |
| Palisade Capital Management LLC | 375,559 | $57.6M | 1.63% | −7,330−1.9% | Reduced |
| Citigroup Inc | 368,011 | $56.4M | 0.04% | +126,748+52.5% | Added |
| Rhumbline Advisers | 360,926 | $55.4M | 0.05% | −9,884−2.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 355,159 | $54.5M | 0.04% | +15,007+4.4% | Added |
| California Public Employees Retirement System | 342,994 | $52.6M | 0.03% | +24,478+7.7% | Added |
| New York State Common Retirement Fund | 324,592 | $49.8M | 0.07% | −270−0.1% | Reduced |
| Price T Rowe Associates Inc | 307,245 | $47.1M | 0.01% | −60,344−16.4% | Reduced |
| Iat Reinsurance Co Ltd. | 298,125 | $45.7M | 10.27% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 292,266 | $44.8M | 0.63% | +82,695+39.5% | Added |
| Baird Financial Group, Inc. | 286,410 | $43.9M | 0.08% | −22,822−7.4% | Reduced |
| Ceredex Value Advisors LLC | 284,881 | $43.7M | 0.94% | −19,209−6.3% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 284,869 | $43.7M | 2.36% | −3,453−1.2% | Reduced |
| Alliancebernstein L.P. | 283,885 | $43.5M | 0.01% | +56,048+24.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 282,730 | $43.4M | 0.11% | −16,091−5.4% | Reduced |
| Bank of Montreal | 281,074 | $43.1M | 0.02% | +81,465+40.8% | Added |
| Natixis Advisors, L.P. | 279,668 | $42.9M | 0.07% | +27,448+10.9% | Added |
| Panagora Asset Management Inc | 278,372 | $42.7M | 0.19% | +14,580+5.5% | Added |
| California State Teachers Retirement System | 277,423 | $42.5M | 0.05% | +2,357+0.9% | Added |
| National Pension Service | 276,317 | $42.4M | 0.04% | +2,174+0.8% | Added |
| Caisse de Depot Et Placement du Quebec | 276,136 | $42.4M | 0.09% | +64,412+30.4% | Added |
| Davis Asset Management, L.P. | 270,000 | $41.4M | 1.61% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 245,663 | $37.7M | 0.03% | +2,846+1.2% | Added |
| Macquarie Group Ltd | 232,371 | $35.6M | 0.04% | −1,896−0.8% | Reduced |
| Canada Pension Plan Investment Board | 230,310 | $35.3M | 0.03% | −16,034−6.5% | Reduced |
| Royal Bank of Canada | 211,058 | $32.4M | 0.01% | −19,636−8.5% | Reduced |
| New York State Teachers Retirement System | 201,631 | $30.9M | 0.06% | +331+0.2% | Added |
| Schroder Investment Management Group | 194,825 | $29.9M | 0.03% | −10,536−5.1% | Reduced |
| Truist Financial Corp | 187,280 | $28.7M | 0.04% | +42,312+29.2% | Added |
| State Board of Administration of Florida Retirement System | 183,832 | $28.2M | 0.05% | +2,090+1.1% | Added |
| Illinois Municipal Retirement Fund | 169,931 | $26.1M | 0.35% | +41,652+32.5% | Added |
| FIL Ltd | 166,868 | $25.6M | 0.02% | −31,914−16.1% | Reduced |
| APG Asset Management N.V. | 190,493 | $24.9M | 0.07% | −4,236−2.2% | Reduced |
| Nicholas Company, Inc. | 161,560 | $24.8M | 0.41% | −550.0% | Reduced |
| Great West Life Assurance Co | 161,261 | $24.8M | 0.04% | +8,642+5.7% | Added |
| Gillespie Robinson & Grimm Inc | 157,706 | $24.2M | 1.80% | +9,830+6.6% | Added |
| Aviva PLC | 148,852 | $22.8M | 0.05% | −55,786−27.3% | Reduced |
| Pictet Asset Management Holding SA | 141,268 | $21.7M | 0.02% | −11,473−7.5% | Reduced |
| State of Wisconsin Investment Board | 139,953 | $21.5M | 0.05% | +4,219+3.1% | Added |
| Danske Bank A/S | 135,278 | $20.7M | 0.05% | +2,399+1.8% | Added |
| Pinnacle Associates Ltd | 133,786 | $20.5M | 0.30% | −45,706−25.5% | Reduced |
| Royal London Asset Management Ltd | 133,858 | $20.5M | 0.05% | −5,232−3.8% | Reduced |
| Philo Smith Capital Corp | 132,750 | $20.4M | 5.66% | 00.0% | Unchanged |
| National Bank of Canada | 129,019 | $19.8M | 0.02% | −12,331−8.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 126,350 | $19.4M | 0.03% | +31,000+32.5% | Added |
| Russell Investments Group, Ltd. | 121,970 | $18.7M | 0.02% | −31,586−20.6% | Reduced |
| Brandywine Global Investment Management, LLC | 121,053 | $18.6M | 0.13% | −2,790−2.3% | Reduced |