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 |
|---|---|---|---|---|---|
| Westpac Banking Corp | 2,406 | $369.0K | 0.02% | −291−10.8% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 2,410 | $369.6K | 0.30% | −10.0% | Reduced |
| Salem Investment Counselors Inc | 2,413 | $370.1K | 0.01% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 2,416 | $370.5K | 0.30% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 2,423 | $371.8K | 0.13% | +10+0.4% | Added |
| Evercore Wealth Management, LLC | 2,428 | $372.4K | 0.01% | 00.0% | Unchanged |
| Qtron Investments LLC | 2,454 | $376.4K | 0.05% | −4,486−64.6% | Reduced |
| Ostrum Asset Management | 2,470 | $378.8K | 0.02% | −71−2.8% | Reduced |
| Versor Investments LP | 2,476 | $379.7K | 0.07% | +2,476 | New |
| First United Bank Trust | 2,490 | $381.9K | 0.13% | +1,435+136.0% | Added |
| Cornerstone Wealth Group, LLC | 2,497 | $383.0K | 0.03% | +127+5.4% | Added |
| Clarus Group, Inc. | 2,500 | $383.4K | 0.14% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,516 | $385.5K | 0.03% | −488−16.2% | Reduced |
| Summit Trail Advisors, LLC | 2,529 | $387.9K | 0.01% | +2,529 | New |
| Syon Capital LLC | 2,539 | $389.4K | 0.03% | +366+16.8% | Added |
| Legacy Wealth Asset Management, LLC | 2,545 | $390.3K | 0.10% | +196+8.3% | Added |
| Calton & Associates, Inc. | 2,550 | $391.1K | 0.07% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 2,560 | $392.6K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,584 | $396.3K | 0.03% | −128−4.7% | Reduced |
| Blue Chip Partners, Inc. | 2,585 | $396.5K | 0.03% | +20+0.8% | Added |
| IFP Advisors, Inc | 2,258 | $396.8K | 0.01% | −58−2.5% | Reduced |
| Callan Family Office, LLC | 2,614 | $400.9K | 0.01% | +2,614 | New |
| Samalin Investment Counsel, LLC | 2,644 | $405.7K | 0.16% | −140−5.0% | Reduced |
| Agate Pass Investment Management, LLC | 2,682 | $411.3K | 0.17% | 00.0% | Unchanged |
| Huntington National Bank | 2,686 | $412.0K | 0.00% | −344−11.4% | Reduced |
| Jefferies Financial Group Inc. | 2,692 | $412.9K | 0.01% | −15,925−85.5% | Reduced |
| Ballentine Partners, LLC | 2,718 | $416.9K | 0.01% | +310+12.9% | Added |
| Wetherby Asset Management Inc | 2,726 | $418.1K | 0.02% | +2,726 | New |
| Vontobel Holding Ltd. | 2,730 | $418.7K | 0.00% | −19−0.7% | Reduced |
| FORM Wealth Advisors, LLC | 2,737 | $419.7K | 0.05% | +10+0.4% | Added |
| MTM Investment Management, LLC | 2,752 | $422.1K | 0.14% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 2,760 | $423.3K | 0.10% | +145+5.5% | Added |
| Phillips Wealth Planners LLC | 2,690 | $424.0K | 0.38% | +9+0.3% | Added |
| Pine Valley Investments Ltd Liability Co | 2,773 | $425.3K | 0.03% | +71+2.6% | Added |
| Great Lakes Retirement, Inc. | 2,830 | $434.0K | 0.05% | −224−7.3% | Reduced |
| Argus Investors' Counsel, Inc. | 2,830 | $434.0K | 0.31% | −189−6.3% | Reduced |
| Canada Post Corp Registered Pension Plan | 2,853 | $437.6K | 0.03% | +2,853 | New |
| Bayforest Capital Ltd | 2,857 | $438.2K | 0.19% | −2,103−42.4% | Reduced |
| Level Four Advisory Services, LLC | 2,880 | $441.7K | 0.02% | +67+2.4% | Added |
| Collective Family Office LLC | 2,888 | $442.9K | 0.11% | +38+1.3% | Added |
| Kingsview Wealth Management, LLC | 2,893 | $443.8K | 0.01% | +2,893 | New |
| Wolverine Trading, LLC | 2,920 | $447.4K | 0.01% | −1,467−33.4% | Reduced |
| TownSquare Capital, LLC | 2,920 | $447.8K | 0.04% | −19,383−86.9% | Reduced |
| Prospera Financial Services Inc | 2,927 | $448.9K | 0.01% | +19+0.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,972 | $456.0K | 0.00% | +594+25.0% | Added |
| Kestra Private Wealth Services, LLC | 2,993 | $459.0K | 0.01% | +27+0.9% | Added |
| Brighton Jones LLC | 3,031 | $464.9K | 0.01% | +169+5.9% | Added |
| Rehmann Capital Advisory Group | 3,036 | $465.7K | 0.03% | +380+14.3% | Added |
| Quad-Cities Investment Group, LLC | 3,045 | $467.1K | 0.21% | +10+0.3% | Added |
| Greenleaf Trust | 3,052 | $468.1K | 0.00% | +318+11.6% | Added |
| Novak & Powell Financial Services, Inc. | 3,073 | $471.3K | 0.33% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,096 | $473.3K | 0.01% | +450+17.0% | Added |
| Venturi Wealth Management, LLC | 3,101 | $475.6K | 0.02% | −217−6.5% | Reduced |
| Shulman DeMeo Asset Management LLC | 3,126 | $479.4K | 0.12% | −13−0.4% | Reduced |
| Wealthcare Advisory Partners LLC | 3,133 | $480.5K | 0.01% | −650−17.2% | Reduced |
| Vise Technologies, Inc. | 3,142 | $481.9K | 0.02% | +3,142 | New |
| ASR Vermogensbeheer N.V. | 3,169 | $486.0K | 0.01% | +185+6.2% | Added |
| Dock Street Asset Management Inc | 3,196 | $490.2K | 0.05% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 3,199 | $490.6K | 0.03% | +80+2.6% | Added |
| Oppenheimer & Co Inc | 3,239 | $496.8K | 0.01% | +3,239 | New |
| Atlanta Consulting Group Advisors, LLC | 3,241 | $497.0K | 0.14% | 00.0% | Unchanged |
| Laurion Capital Management LP | 3,268 | $501.2K | 0.06% | +3,268 | New |
| Bessemer Group Inc | 3,294 | $505.0K | 0.00% | −10.0% | Reduced |
| Waterloo Capital, L.P. | 3,302 | $506.4K | 0.04% | +64+2.0% | Added |
| Northwestern Mutual Wealth Management Co | 3,313 | $508.2K | 0.00% | −46−1.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,357 | $514.9K | 0.02% | −222−6.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,365 | $516.1K | 0.04% | +223+7.1% | Added |
| Aspen Grove Capital, LLC | 3,391 | $520.1K | 0.09% | +8+0.2% | Added |
| Visionary Wealth Advisors | 3,405 | $522.2K | 0.03% | +10.0% | Added |
| Texas Yale Capital Corp. | 3,445 | $528.4K | 0.02% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 3,483 | $534.2K | 0.00% | −342−8.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 3,485 | $534.5K | 0.10% | −319−8.4% | Reduced |
| NVWM, LLC | 3,537 | $542.5K | 0.13% | +39+1.1% | Added |
| Shell Asset Management Co | 3,550 | $544.0K | 0.02% | −230−6.1% | Reduced |
| RSM US Wealth Management LLC | 3,569 | $547.4K | 0.01% | +148+4.3% | Added |
| Sowell Financial Services LLC | 3,600 | $552.1K | 0.02% | −1,107−23.5% | Reduced |
| Westerkirk Capital Inc. | 3,600 | $552.1K | 0.07% | +3,600 | New |
| Jones Financial Companies LLLP | 3,611 | $553.4K | 0.00% | +762+26.7% | Added |
| Hudson Bay Capital Management LP | 3,609 | $553.5K | 0.00% | +3,609 | New |
| Balyasny Asset Management LLC | 3,642 | $558.6K | 0.00% | −563−13.4% | Reduced |
| Gsa Capital Partners LLP | 3,649 | $560.0K | 0.04% | −7,741−68.0% | Reduced |
| ABLE Financial Group, LLC | 3,666 | $562.3K | 0.14% | +871+31.2% | Added |
| First Eagle Investment Management, LLC | 3,720 | $570.5K | 0.00% | −518−12.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,744 | $574.2K | 0.00% | −605−13.9% | Reduced |
| Guggenheim Capital LLC | 3,820 | $585.9K | 0.00% | +133+3.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,863 | $592.5K | 0.01% | −530−12.1% | Reduced |
| Tudor Investment Corp Et Al | 3,990 | $611.9K | 0.00% | +3,990 | New |
| NJ State Employees Deferred Compensation Plan | 4,000 | $613.5K | 0.07% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 4,015 | $615.8K | 0.10% | −7,435−64.9% | Reduced |
| MUFG Securities Americas Inc. | 4,024 | $617.2K | 0.05% | +760+23.3% | Added |
| Toroso Investments, LLC | 4,077 | $623.3K | 0.00% | −6,146−60.1% | Reduced |
| Great Valley Advisor Group, Inc. | 4,076 | $625.2K | 0.01% | +61+1.5% | Added |
| BOK Financial Private Wealth, Inc. | 4,097 | $628.4K | 0.04% | +932+29.4% | Added |
| Guinness Asset Management LTD | 4,118 | $631.6K | 0.01% | +95+2.4% | Added |
| Whalen Wealth Management Inc. | 4,124 | $632.5K | 0.40% | +4,124 | New |
| Coldstream Capital Management Inc | 4,129 | $633.2K | 0.01% | −10−0.2% | Reduced |
| Harrell Investment Partners, LLC | 4,169 | $639.3K | 0.16% | +16+0.4% | Added |
| Merit Financial Group, LLC | 4,174 | $640.2K | 0.01% | +4,174 | New |
| NorthRock Partners, LLC | 4,281 | $656.5K | 0.02% | +175+4.3% | Added |
| Global Financial Private Client, LLC | 4,309 | $660.9K | 0.25% | +11+0.3% | Added |