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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, 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.

Institutional holdersQ2 2025: 857 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 heldQ2 2025: $23.8B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Raymond James Financial Inc; share changes are against Q1 2025.

Institutions holding RJF in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Wood Tarver Financial Group, LLC3$00.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.0$180.00%0Unchanged
Atlantic Union Bankshares Corp0$510.00%0New
Y.D. More Investments Ltd171$780.00%−92−35.0%Reduced
IMA Wealth, Inc.1$1530.00%+1New
American Capital Advisory, LLC2$3070.00%−5−71.4%Reduced
Private Wealth Asset Management, LLC2$3070.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.3$3970.00%00.0%Unchanged
Grove Bank & Trust3$4600.00%+3New
DecisionPoint Financial, LLC3$4640.00%+3New
SOA Wealth Advisors, LLC.3$4870.00%−31−91.2%Reduced
WestEnd Advisors, LLC4$6130.00%−2−33.3%Reduced
Transce3nd, LLC4$6130.00%00.0%Unchanged
Redwood Park Advisors LLC4$6140.00%00.0%Unchanged
Quaker Wealth Management, LLC4$6140.00%+4New
Atticus Wealth Management, LLC4$6140.00%+4New
HFM Investment Advisors, LLC5$7670.00%+3+150.0%Added
Rakuten Securities, Inc.6$9200.00%−2−25.0%Reduced
Financial Network Wealth Advisors LLC6$9200.00%00.0%Unchanged
Harvest Fund Management Co., Ltd9$1.00K0.00%−30−76.9%Reduced
Capital Analysts, LLC8$1.00K0.00%00.0%Unchanged
Highline Wealth Partners LLC7$1.07K0.00%00.0%Unchanged
Parkworth Wealth Management, Inc.7$1.07K0.00%+2+40.0%Added
Beaird Harris Wealth Management, LLC7$1.07K0.00%+7New
Tortoise Investment Management, LLC8$1.23K0.00%+8New
Valued Wealth Advisors LLC8$1.24K0.00%00.0%Unchanged
Rialto Wealth Management, LLC9$1.38K0.00%−5−35.7%Reduced
True Wealth Design, LLC9$1.38K0.00%+4+80.0%Added
TFC Financial Management10$1.53K0.00%+1+11.1%Added
Horizon Financial Services, LLC10$1.53K0.00%+2+25.0%Added
Binnacle Investments Inc10$1.53K0.00%+10New
Hughes Financial Services, LLC10$1.67K0.00%−10−50.0%Reduced
Fuller & Thaler Asset Management, Inc.11$1.69K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC11$1.69K0.00%+5+83.3%Added
Bay Harbor Wealth Management, LLC11$1.69K0.00%+6+120.0%Added
Brown, Lisle/Cummings, Inc.12$1.84K0.00%00.0%Unchanged
Total Investment Management Inc12$1.84K0.00%+12New
First Pacific Financial12$1.84K0.00%00.0%Unchanged
ORG Partners LLC12$1.85K0.00%+12New
Clark Wealth Partners13$1.99K0.00%−39−75.0%Reduced
Crowley Wealth Management, Inc.14$2.15K0.00%00.0%Unchanged
AdvisorNet Financial, Inc14$2.15K0.00%+6+75.0%Added
SJS Investment Consulting Inc.14$2.15K0.00%−7−33.3%Reduced
Bogart Wealth, LLC16$2.45K0.00%−3−15.8%Reduced
C M Bidwell & Associates Ltd16$2.45K0.00%00.0%Unchanged
Dunhill Financial, LLC16$2.60K0.00%−1−5.9%Reduced
SBI Securities Co., Ltd.17$2.61K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.18$2.76K0.00%00.0%Unchanged
Geneos Wealth Management Inc.18$2.76K0.00%+9+100.0%Added
Sierra Ocean, LLC18$2.78K0.00%00.0%Unchanged
Webster Bank, N. A.19$2.91K0.00%+19New
Albion Financial Group19$2.92K0.00%00.0%Unchanged
Eastern Bank20$3.07K0.00%−71−78.0%Reduced
Kilter Group LLC20$3.07K0.00%+20New
CBIZ Investment Advisory Services, LLC21$3.22K0.00%−9−30.0%Reduced
Ossiam23$3.53K0.00%−875−97.4%Reduced
Abound Wealth Management23$3.53K0.00%00.0%Unchanged
WealthTrak Capital Management LLC25$3.83K0.00%+10+66.7%Added
Sachetta, LLC27$4.14K0.00%+10+58.8%Added
CoreCap Advisors, LLC28$4.29K0.00%+14+100.0%Added
Asset Dedication, LLC30$4.60K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.30$4.64K0.00%−136−81.9%Reduced
DiNuzzo Private Wealth, Inc.31$4.75K0.00%00.0%Unchanged
Ogorek Anthony Joseph37$5.00K0.00%+10+37.0%Added
McIlrath & Eck, LLC34$5.14K0.00%+1+3.0%Added
Trust Co of Vermont34$5.21K0.00%−28−45.2%Reduced
Bartlett & Co. Wealth Management LLC34$5.21K0.00%+33+3,300.0%Added
PFS Partners, LLC34$5.21K0.00%+34New
Investors Research Corp35$5.37K0.00%00.0%Unchanged
South Plains Financial, Inc.36$5.52K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC38$5.83K0.00%00.0%Unchanged
Howard Hughes Medical Institute39$5.98K0.00%+39New
Avion Wealth45$6.00K0.00%+12+36.4%Added
Wolff Wiese Magana LLC40$6.13K0.00%−163−80.3%Reduced
Washington Trust Advisors, Inc.43$6.64K0.00%+6+16.2%Added
Retirement Wealth Solutions LLC45$6.88K0.01%00.0%Unchanged
FSA Wealth Management LLC45$6.90K0.00%00.0%Unchanged
Kestra Investment Management, LLC51$7.08K0.00%00.0%Unchanged
Aspect Partners, LLC48$7.36K0.00%00.0%Unchanged
Financial Management Professionals, Inc.48$7.36K0.00%+16+50.0%Added
Newbridge Financial Services Group, Inc.50$7.67K0.00%00.0%Unchanged
Richardson Capital Management LLC55$8.44K0.00%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.56$8.59K0.01%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC57$8.74K0.00%+17+42.5%Added
Pacific Center for Financial Services58$8.90K0.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC54$9.09K0.00%+54New
Anchor Investment Management, LLC61$9.36K0.00%00.0%Unchanged
Key Financial Inc62$9.51K0.00%00.0%Unchanged
Private Wealth Management Group, LLC62$9.51K0.00%+1+1.6%Added
Cullen/Frost Bankers, Inc.68$10.4K0.00%+68New
Activest Wealth Management72$11.0K0.00%+62+620.0%Added
Westside Investment Management, Inc.73$11.3K0.00%+73New
Creative Capital Management Investments LLC74$11.3K0.00%00.0%Unchanged
Solstein Capital, LLC74$11.3K0.01%+74New
Golden State Wealth Management, LLC75$11.5K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC80$12.3K0.00%+14+21.2%Added
Barnes Dennig Private Wealth Management LLC80$12.3K0.01%+80New
Duncker Streett & Co Inc82$12.6K0.00%00.0%Unchanged
Harbour Investments, Inc.96$14.7K0.00%−30−23.8%Reduced
Atlantic Trust, LLC104$16.0K0.00%+104New