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 |
|---|---|---|---|---|---|
| Livforsakringsbolaget Skandia, Omsesidigt | 1,332 | $204.2K | 0.01% | 00.0% | Unchanged |
| GTS Securities LLC | 1,334 | $204.6K | 0.01% | +1,334 | New |
| Graypoint LLC | 1,343 | $206.0K | 0.01% | +1,343 | New |
| Sax Wealth Advisors, LLC | 1,345 | $206.3K | 0.01% | +1,345 | New |
| Sovereign Financial Group, Inc. | 1,351 | $207.2K | 0.04% | +1,351 | New |
| Hamilton Capital Partners Inc. | 1,358 | $208.3K | 0.01% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 1,359 | $208.5K | 0.01% | +1,359 | New |
| Independent Financial Group, LLC | 1,367 | $209.7K | 0.01% | +1,367 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,379 | $211.5K | 0.03% | −125−8.3% | Reduced |
| WSFS Capital Management, LLC | 1,380 | $211.7K | 0.01% | +1,380 | New |
| Lido Advisors, LLC | 1,383 | $212.1K | 0.00% | +1,383 | New |
| Market Street Wealth Management Advisors LLC | 1,390 | $213.2K | 0.03% | +1,390 | New |
| CTC Alternative Strategies, Ltd. | 1,400 | $214.7K | 0.19% | +1,400 | New |
| Cohen & Steers, Inc. | 1,400 | $215.0K | 0.00% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,418 | $217.4K | 0.01% | +1,418 | New |
| Moseley Investment Management Inc | 1,425 | $218.6K | 0.08% | +1,425 | New |
| Inscription Capital, LLC | 1,428 | $219.0K | 0.03% | +1,428 | New |
| Oak Harbor Wealth Partners, LLC | 1,430 | $219.3K | 0.06% | +1,430 | New |
| Quest Partners LLC | 1,432 | $219.6K | 0.02% | −10,772−88.3% | Reduced |
| Kooman & Associates | 1,447 | $221.9K | 0.07% | +5+0.3% | Added |
| Perigon Wealth Management, LLC | 1,447 | $222.0K | 0.01% | +1,447 | New |
| Advisory Services Network, LLC | 1,368 | $228.7K | 0.00% | +1,368 | New |
| Deane Retirement Strategies, Inc. | 1,507 | $231.1K | 0.10% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 1,509 | $231.4K | 0.01% | +55+3.8% | Added |
| FSM Wealth Advisors, LLC | 1,476 | $232.2K | 0.04% | +1,476 | New |
| Winebrenner Capital Management LLC | 1,519 | $233.0K | 0.19% | −5−0.3% | Reduced |
| RBA Wealth Management, LLC | 1,523 | $233.5K | 0.09% | −44−2.8% | Reduced |
| Eldridge Investment Advisors, Inc. | 1,563 | $238.9K | 0.05% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 1,561 | $239.5K | 0.04% | +1,561 | New |
| Pitcairn Co | 1,568 | $240.5K | 0.02% | −882−36.0% | Reduced |
| XTX Topco Ltd | 1,581 | $242.5K | 0.01% | −29,359−94.9% | Reduced |
| Carson Advisory Inc. | 1,586 | $243.2K | 0.15% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 1,596 | $244.8K | 0.06% | +1,596 | New |
| Boothbay Fund Management, LLC | 1,600 | $245.4K | 0.01% | −3,813−70.4% | Reduced |
| Patton Fund Management, Inc. | 1,602 | $245.7K | 0.05% | +1,602 | New |
| Evergreen Capital Management LLC | 1,609 | $246.8K | 0.01% | +51+3.3% | Added |
| David Loasby | 1,516 | $247.2K | 0.02% | +1,516 | New |
| Aspire Growth Partners LLC | 1,613 | $247.4K | 0.20% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,619 | $248.3K | 0.04% | −1,122−40.9% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,638 | $251.2K | 0.03% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,647 | $252.6K | 0.00% | +1,647 | New |
| Parallel Advisors, LLC | 1,651 | $253.2K | 0.01% | −732−30.7% | Reduced |
| Edmp, Inc. | 1,662 | $254.9K | 0.22% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,690 | $259.2K | 0.04% | −26−1.5% | Reduced |
| Archer Investment Corp | 1,695 | $260.0K | 0.06% | +1,695 | New |
| Ameritas Investment Partners, Inc. | 1,714 | $262.9K | 0.01% | −69−3.9% | Reduced |
| Great Lakes Advisors, LLC | 1,720 | $263.8K | 0.00% | +92+5.7% | Added |
| Stratos Wealth Advisors, LLC | 1,726 | $264.8K | 0.01% | −132−7.1% | Reduced |
| Berkshire Asset Management LLC | 1,729 | $265.2K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 1,731 | $265.5K | 0.00% | +1,731 | New |
| Principal Securities, Inc. | 1,735 | $266.1K | 0.00% | −357−17.1% | Reduced |
| HighPoint Advisor Group LLC | 1,737 | $266.4K | 0.01% | −53−3.0% | Reduced |
| Jump Financial, LLC | 1,748 | $268.1K | 0.00% | −60,720−97.2% | Reduced |
| Dynasty Wealth Management, LLC | 1,771 | $271.7K | 0.00% | −246−12.2% | Reduced |
| Blair William & Co | 1,773 | $272.0K | 0.00% | +1,773 | New |
| Central Trust Co | 1,787 | $274.1K | 0.01% | 00.0% | Unchanged |
| Abc Arbitrage SA | 1,798 | $275.8K | 0.03% | −1,327−42.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,806 | $277.0K | 0.10% | 00.0% | Unchanged |
| First Bank & Trust | 1,807 | $277.1K | 0.05% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 1,813 | $278.1K | 0.03% | −413−18.6% | Reduced |
| Catalytic Wealth RIA, LLC | 1,829 | $280.5K | 0.02% | +1,829 | New |
| NewEdge Wealth, LLC | 1,733 | $282.5K | 0.00% | −1−0.1% | Reduced |
| Southeast Asset Advisors Inc. | 1,846 | $283.1K | 0.03% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,850 | $284.0K | 0.05% | −194−9.5% | Reduced |
| Dynamic Advisor Solutions LLC | 1,852 | $284.1K | 0.01% | −205−10.0% | Reduced |
| Valeo Financial Advisors, LLC | 1,863 | $285.8K | 0.01% | +7+0.4% | Added |
| Novare Capital Management LLC | 1,884 | $288.9K | 0.02% | +4+0.2% | Added |
| National Asset Management, Inc. | 1,901 | $291.6K | 0.01% | −814−30.0% | Reduced |
| Morningstar Investment Management LLC | 1,912 | $293.0K | 0.03% | +1,912 | New |
| Mather Group, LLC. | 1,918 | $294.1K | 0.00% | +38+2.0% | Added |
| CX Institutional | 1,934 | $297.0K | 0.01% | −282−12.7% | Reduced |
| Buckingham Strategic Partners | 1,944 | $298.0K | 0.00% | +355+22.3% | Added |
| Synovus Financial Corp | 1,955 | $299.9K | 0.00% | −1,936−49.8% | Reduced |
| Berry Wealth Group, LP | 1,961 | $300.7K | 0.21% | −143−6.8% | Reduced |
| Allred Capital Management, LLC | 1,962 | $301.0K | 0.11% | +28+1.4% | Added |
| EP Wealth Advisors, LLC | 1,971 | $302.2K | 0.00% | +465+30.9% | Added |
| Integrated Investment Consultants, LLC | 2,001 | $306.9K | 0.06% | +2,001 | New |
| Principle Wealth Partners LLC | 2,005 | $307.5K | 0.02% | +5+0.3% | Added |
| Confluence Wealth Services, Inc. | 2,023 | $310.2K | 0.02% | −2,435−54.6% | Reduced |
| Cresset Asset Management, LLC | 2,047 | $313.9K | 0.00% | +2,047 | New |
| Revolve Wealth Partners, LLC | 2,072 | $317.8K | 0.04% | −9−0.4% | Reduced |
| Everence Capital Management Inc | 2,080 | $319.0K | 0.02% | −1,290−38.3% | Reduced |
| Trust Asset Management LLC | 2,119 | $325.0K | 0.02% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,122 | $325.4K | 0.02% | +204+10.6% | Added |
| Snowden Capital Advisors LLC | 2,140 | $328.2K | 0.01% | −769−26.4% | Reduced |
| Meeder Advisory Services, Inc. | 2,143 | $328.6K | 0.02% | +94+4.6% | Added |
| Arbor Investment Advisors, LLC | 2,183 | $334.8K | 0.04% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 2,021 | $340.3K | 0.01% | +2,021 | New |
| Alliance Wealth Advisors, LLC | 2,240 | $343.5K | 0.08% | −88−3.8% | Reduced |
| Brown Advisory Inc | 2,268 | $347.9K | 0.00% | +298+15.1% | Added |
| Flagship Harbor Advisors, LLC | 2,270 | $348.1K | 0.02% | +11+0.5% | Added |
| Exchange Traded Concepts, LLC | 2,271 | $348.3K | 0.00% | −1,942−46.1% | Reduced |
| Qsemble Capital Management, LP | 2,274 | $348.8K | 0.03% | +2,274 | New |
| Horizon Advisory Services, Inc. | 2,285 | $350.4K | 0.19% | +13+0.6% | Added |
| Harbor Investment Advisory, LLC | 2,317 | $355.4K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,351 | $360.6K | 0.01% | −241−9.3% | Reduced |
| DRW Securities, LLC | 2,352 | $360.7K | 0.03% | +2,352 | New |
| Portside Wealth Group, LLC | 2,372 | $363.8K | 0.05% | −97−3.9% | Reduced |
| Sagespring Wealth Partners, LLC | 2,400 | $368.1K | 0.01% | +467+24.2% | Added |
| Drive Wealth Management, LLC | 2,400 | $368.1K | 0.08% | −53−2.2% | Reduced |