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 |
|---|---|---|---|---|---|
| South State Corp. | 107 | $16.4K | 0.00% | +3+2.9% | Added |
| MV Capital Management, Inc. | 108 | $16.6K | 0.00% | −3−2.7% | Reduced |
| Prestige Wealth Management Group LLC | 111 | $17.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 112 | $17.2K | 0.00% | +25+28.7% | Added |
| Raiffeisen Bank International AG | 116 | $17.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 117 | $17.9K | 0.00% | −4−3.3% | Reduced |
| Smithfield Trust Co | 120 | $18.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 122 | $18.7K | 0.01% | −339−73.5% | Reduced |
| GW&K Investment Management, LLC | 127 | $19.0K | 0.00% | +13+11.4% | Added |
| NBC Securities, Inc. | 126 | $19.0K | 0.00% | +126 | New |
| Raffa Wealth Management, LLC | 124 | $19.0K | 0.00% | +97+359.3% | Added |
| Rise Advisors, LLC | 126 | $19.3K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 127 | $19.5K | 0.01% | +24+23.3% | Added |
| WPG Advisers, LLC | 131 | $20.1K | 0.02% | −30−18.6% | Reduced |
| Birchbrook, Inc. | 131 | $20.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 121 | $20.2K | 0.00% | −24−16.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 132 | $20.2K | 0.00% | +116+725.0% | Added |
| ORG Wealth Partners, LLC | 142 | $22.0K | 0.01% | −521−78.6% | Reduced |
| Accredited Wealth Management, LLC | 149 | $22.9K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 150 | $23.0K | 0.00% | −746−83.3% | Reduced |
| Rossby Financial, LCC | 150 | $23.0K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 152 | $23.3K | 0.01% | +152 | New |
| Bell Investment Advisors, Inc | 158 | $24.2K | 0.00% | +17+12.1% | Added |
| Creative Financial Designs Inc | 165 | $25.3K | 0.00% | −1−0.6% | Reduced |
| Valley National Advisers Inc | 172 | $26.0K | 0.00% | −4−2.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 175 | $26.9K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 179 | $27.5K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 182 | $27.9K | 0.00% | +33+22.1% | Added |
| Deseret Mutual Benefit Administrators | 192 | $29.4K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 197 | $30.2K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 214 | $32.8K | 0.00% | +31+16.9% | Added |
| Plato Investment Management Ltd | 217 | $33.2K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 243 | $37.0K | 0.01% | +42+20.9% | Added |
| Princeton Global Asset Management LLC | 245 | $37.6K | 0.01% | +100+69.0% | Added |
| Riggs Asset Managment Co. Inc. | 250 | $38.3K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 259 | $39.7K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 270 | $41.4K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 287 | $44.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 289 | $44.3K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 300 | $46.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 300 | $46.0K | 0.00% | −4−1.3% | Reduced |
| TD Private Client Wealth LLC | 337 | $51.7K | 0.00% | +108+47.2% | Added |
| Alerus Financial NA | 363 | $55.7K | 0.00% | +363 | New |
| Zions Bancorporation, National Association | 373 | $57.2K | 0.00% | −60−13.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 375 | $57.5K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 375 | $57.5K | 0.01% | +375 | New |
| Trust Co | 379 | $58.1K | 0.01% | 00.0% | Unchanged |
| South Dakota Investment Council | 400 | $61.0K | 0.00% | +300+300.0% | Added |
| Manchester Capital Management LLC | 403 | $61.8K | 0.01% | +7+1.8% | Added |
| Clearstead Advisors, LLC | 405 | $62.1K | 0.00% | +152+60.1% | Added |
| Ameritas Advisory Services, LLC | 414 | $63.6K | 0.00% | +414 | New |
| Private Trust Co NA | 418 | $64.1K | 0.01% | +36+9.4% | Added |
| State of Wyoming | 430 | $65.9K | 0.01% | −4,371−91.0% | Reduced |
| Whittier Trust Co | 434 | $66.6K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 472 | $72.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 480 | $73.6K | 0.00% | −34−6.6% | Reduced |
| Onefund, LLC | 493 | $76.0K | 0.05% | +493 | New |
| Cromwell Holdings LLC | 496 | $76.1K | 0.05% | +22+4.6% | Added |
| SRS Capital Advisors, Inc. | 499 | $76.5K | 0.00% | +384+333.9% | Added |
| Foster Dykema Cabot & Partners, LLC | 500 | $76.7K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 515 | $79.0K | 0.00% | +20+4.0% | Added |
| Capital Advisors, Ltd. LLC | 531 | $81.0K | 0.01% | +5+1.0% | Added |
| MUFG Securities EMEA plc | 543 | $83.3K | 0.00% | +543 | New |
| HM Payson & Co | 550 | $84.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 553 | $84.8K | 0.00% | +532+2,533.3% | Added |
| Sentry Investment Management LLC | 541 | $85.0K | 0.05% | 00.0% | Unchanged |
| MAI Capital Management | 559 | $85.7K | 0.00% | +176+46.0% | Added |
| CVA Family Office, LLC | 570 | $87.4K | 0.01% | +90+18.8% | Added |
| Loomis Sayles & Co L P | 579 | $88.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 592 | $90.8K | 0.01% | +401+209.9% | Added |
| Global Retirement Partners, LLC | 597 | $91.5K | 0.00% | +597 | New |
| Delta Asset Management LLC | 600 | $92.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 646 | $100.0K | 0.06% | +104+19.2% | Added |
| Larson Financial Group LLC | 698 | $107.0K | 0.00% | +373+114.8% | Added |
| Parkside Financial Bank & Trust | 698 | $107.1K | 0.01% | +101+16.9% | Added |
| Neo Ivy Capital Management | 702 | $107.3K | 0.03% | +702 | New |
| Addison Advisors LLC | 717 | $110.0K | 0.03% | +20+2.9% | Added |
| DT Investment Partners, LLC | 719 | $110.3K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 764 | $117.2K | 0.00% | −24−3.0% | Reduced |
| Federated Hermes, Inc. | 794 | $121.8K | 0.00% | −20−2.5% | Reduced |
| Ci Investments Inc. | 803 | $123.0K | 0.00% | +38+5.0% | Added |
| Assetmark, Inc | 806 | $123.7K | 0.00% | +313+63.5% | Added |
| Brown Brothers Harriman & Co | 817 | $125.3K | 0.00% | +191+30.5% | Added |
| Allworth Financial LP | 826 | $126.7K | 0.00% | +81+10.9% | Added |
| Arlington Trust Co LLC | 849 | $130.3K | 0.03% | +19+2.3% | Added |
| Caldwell Trust Co | 869 | $133.3K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 974 | $149.2K | 0.02% | +228+30.6% | Added |
| Kentucky Trust Co | 980 | $150.3K | 0.09% | 00.0% | Unchanged |
| Umb Bank N A | 999 | $153.2K | 0.00% | −5,442−84.5% | Reduced |
| Penserra Capital Management LLC | 1,020 | $155.0K | 0.00% | +107+11.7% | Added |
| Farther Finance Advisors, LLC | 1,031 | $158.1K | 0.00% | +37+3.7% | Added |
| Fourth Dimension Wealth, LLC | 1,053 | $161.5K | 0.07% | +198+23.2% | Added |
| Park Place Capital Corp | 1,062 | $164.2K | 0.04% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,109 | $170.1K | 0.00% | −161−12.7% | Reduced |
| Stephenson National Bank & Trust | 1,114 | $170.9K | 0.06% | −327−22.7% | Reduced |
| Bruce G. Allen Investments, LLC | 1,132 | $173.6K | 0.13% | +25+2.3% | Added |
| EverSource Wealth Advisors, LLC | 1,184 | $181.6K | 0.01% | +685+137.3% | Added |
| Letson Investment Management, Inc. | 1,305 | $200.1K | 0.08% | +1,305 | New |
| Sebold Capital Management, Inc. | 1,323 | $202.9K | 0.13% | +1,323 | New |
| Personal Cfo Solutions, LLC | 1,326 | $203.3K | 0.04% | +1,326 | New |