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 |
|---|---|---|---|---|---|
| Johnson Investment Counsel Inc | 4,324 | $663.2K | 0.01% | +10+0.2% | Added |
| Quadrant Capital Group LLC | 4,431 | $679.6K | 0.02% | +523+13.4% | Added |
| Integrated Wealth Concepts LLC | 4,476 | $686.4K | 0.01% | +4,476 | New |
| Forum Financial Management, LP | 4,502 | $690.5K | 0.01% | +10.0% | Added |
| one8zero8, LLC | 4,637 | $711.2K | 0.17% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 4,671 | $716.4K | 0.07% | −182−3.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 4,738 | $726.7K | 0.04% | −20−0.4% | Reduced |
| Net Worth Advisory Group | 4,764 | $730.7K | 0.16% | +425+9.8% | Added |
| Skylands Capital, LLC | 4,787 | $731.8K | 0.11% | 00.0% | Unchanged |
| Van Eck Associates Corp | 4,870 | $747.0K | 0.00% | +4,870 | New |
| Tranquility Partners, LLC | 4,944 | $758.3K | 0.27% | −23−0.5% | Reduced |
| Ronald Blue Trust, Inc. | 4,966 | $761.7K | 0.01% | +332+7.2% | Added |
| Applied Finance Capital Management, LLC | 4,995 | $766.1K | 0.05% | +290+6.2% | Added |
| Empowered Funds, LLC | 5,042 | $770.8K | 0.01% | +900+21.7% | Added |
| Wetzel Investment Advisors, Inc. | 5,029 | $771.3K | 0.35% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 5,064 | $776.7K | 0.03% | +248+5.1% | Added |
| Fairtree Asset Management (Pty) Ltd | 5,067 | $777.1K | 0.59% | 00.0% | Unchanged |
| Covenant Partners, LLC | 5,093 | $781.1K | 0.23% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 5,150 | $789.9K | 0.05% | −43,393−89.4% | Reduced |
| Citadel Advisors LLC | 5,160 | $791.4K | 0.00% | −26,900−83.9% | Reduced |
| HBK Sorce Advisory LLC | 5,261 | $806.9K | 0.02% | −48−0.9% | Reduced |
| J.W. Cole Advisors, Inc. | 5,264 | $807.3K | 0.02% | +1,940+58.4% | Added |
| GAMMA Investing LLC | 5,340 | $819.0K | 0.05% | +482+9.9% | Added |
| Signature Wealth Management Group | 5,365 | $822.8K | 0.32% | −200−3.6% | Reduced |
| Gateway Investment Advisers LLC | 5,398 | $827.9K | 0.01% | −39−0.7% | Reduced |
| Intact Investment Management Inc. | 5,500 | $843.5K | 0.03% | −3,200−36.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,511 | $845.2K | 0.06% | −382−6.5% | Reduced |
| Norden Group LLC | 5,533 | $848.6K | 0.09% | −169−3.0% | Reduced |
| Ontario Teachers Pension Plan Board | 5,560 | $852.7K | 0.02% | +3,570+179.4% | Added |
| D.A. Davidson & Co. | 5,623 | $862.4K | 0.01% | +20+0.4% | Added |
| Empirical Asset Management, LLC | 5,661 | $868.3K | 0.27% | +1,118+24.6% | Added |
| Systematic Alpha Investments, LLC | 5,700 | $874.2K | 0.03% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 5,703 | $874.7K | 0.29% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 5,750 | $881.8K | 0.01% | +2,520+78.0% | Added |
| Skopos Labs, Inc. | 5,756 | $882.8K | 0.12% | +3,963+221.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,792 | $888.3K | 0.01% | −73−1.2% | Reduced |
| Bradley Foster & Sargent Inc | 5,858 | $898.4K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 5,947 | $912.2K | 0.04% | +423+7.7% | Added |
| Intrust Bank NA | 5,966 | $915.0K | 0.08% | −67−1.1% | Reduced |
| Bridgewater Advisors Inc. | 5,505 | $924.9K | 0.07% | −3−0.1% | Reduced |
| Prudential PLC | 6,043 | $926.8K | 0.01% | −23,061−79.2% | Reduced |
| Virtu Financial LLC | 6,080 | $932.0K | 0.05% | +6,080 | New |
| Stephens Inc | 6,205 | $951.7K | 0.01% | −136−2.1% | Reduced |
| Cadent Capital Advisors, LLC | 6,246 | $958.0K | 0.31% | +4,071+187.2% | Added |
| Staley Capital Advisers Inc | 6,250 | $958.6K | 0.04% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 6,311 | $967.9K | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 6,370 | $976.9K | 0.01% | +4,403+223.8% | Added |
| Investment Management Corp of Ontario | 6,424 | $985.2K | 0.01% | −800−11.1% | Reduced |
| Empirical Finance, LLC | 6,433 | $986.6K | 0.05% | +43+0.7% | Added |
| Yorktown Management & Research Co Inc | 6,450 | $989.2K | 0.94% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 6,574 | $1.01M | 0.04% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 6,309 | $1.01M | 0.03% | −21−0.3% | Reduced |
| Wealthspire Advisors, LLC | 6,603 | $1.01M | 0.01% | −166−2.5% | Reduced |
| Uniting Wealth Partners, LLC | 6,606 | $1.01M | 0.39% | 00.0% | Unchanged |
| Muirfield Wealth Advisors LLC | 6,745 | $1.03M | 0.82% | +24+0.4% | Added |
| Twin Capital Management Inc | 6,805 | $1.04M | 0.11% | −199−2.8% | Reduced |
| Intellus Advisors LLC | 6,899 | $1.06M | 0.16% | +1,518+28.2% | Added |
| GHP Investment Advisors, Inc. | 6,973 | $1.07M | 0.05% | +441+6.8% | Added |
| FORA Capital, LLC | 7,063 | $1.08M | 0.12% | −35,636−83.5% | Reduced |
| Formidable Asset Management, LLC | 7,803 | $1.08M | 0.18% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 7,257 | $1.11M | 0.04% | +4,531+166.2% | Added |
| West Michigan Advisors, LLC | 7,290 | $1.12M | 0.32% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 7,301 | $1.12M | 0.01% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 7,400 | $1.13M | 1.23% | +1,600+27.6% | Added |
| Moody National Bank Trust Division | 7,489 | $1.15M | 0.11% | −376−4.8% | Reduced |
| Oxford Financial Group Ltd | 7,558 | $1.16M | 0.07% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 7,559 | $1.16M | 0.63% | +10.0% | Added |
| Capital Investment Advisors, LLC | 7,629 | $1.17M | 0.02% | +68+0.9% | Added |
| Trust Co of Toledo NA | 7,998 | $1.23M | 0.14% | −167−2.0% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 8,001 | $1.23M | 0.06% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 8,057 | $1.24M | 0.03% | −393−4.7% | Reduced |
| Consolidated Planning Corp | 8,091 | $1.24M | 0.16% | +10+0.1% | Added |
| Engineers Gate Manager LP | 8,207 | $1.26M | 0.02% | +2,872+53.8% | Added |
| Crestwood Advisors Group LLC | 8,294 | $1.27M | 0.02% | −89−1.1% | Reduced |
| Signaturefd, LLC | 8,338 | $1.28M | 0.02% | −81−1.0% | Reduced |
| Nilsine Partners, LLC | 8,399 | $1.29M | 0.13% | +8,399 | New |
| JT Stratford LLC | 8,448 | $1.30M | 0.20% | −939−10.0% | Reduced |
| Chiron Capital Management, LLC | 8,450 | $1.30M | 1.13% | −200−2.3% | Reduced |
| Voleon Capital Management LP | 8,515 | $1.31M | 0.07% | −8,273−49.3% | Reduced |
| New Mexico Educational Retirement Board | 8,575 | $1.31M | 0.04% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 8,604 | $1.32M | 0.84% | −685−7.4% | Reduced |
| Landscape Capital Management, L.L.C. | 8,682 | $1.33M | 0.10% | −7,676−46.9% | Reduced |
| ING Groep NV | 8,781 | $1.35M | 0.01% | +509+6.2% | Added |
| Maryland State Retirement & Pension System | 8,886 | $1.36M | 0.03% | −601−6.3% | Reduced |
| Vestcor Inc | 9,008 | $1.38M | 0.04% | +779+9.5% | Added |
| Intech Investment Management LLC | 9,030 | $1.38M | 0.01% | −8,130−47.4% | Reduced |
| Gladstone Institutional Advisory LLC | 9,061 | $1.39M | 0.06% | +409+4.7% | Added |
| RFG - Bristol Wealth Advisors, LLC | 9,074 | $1.39M | 0.43% | −443−4.7% | Reduced |
| HRT Financial LP | 9,085 | $1.39M | 0.01% | +9,085 | New |
| Dai-Ichi Life Insurance Company, Ltd | 9,090 | $1.39M | 0.04% | −3,206−26.1% | Reduced |
| Bill Few Associates, Inc. | 9,095 | $1.39M | 0.39% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 9,100 | $1.40M | 0.10% | +1,400+18.2% | Added |
| Commerce Bank | 9,295 | $1.43M | 0.01% | −34−0.4% | Reduced |
| Glenmede Investment Management, LP | 9,351 | $1.43M | 0.01% | +9,351 | New |
| Securian Asset Management, Inc | 9,453 | $1.45M | 0.04% | −216−2.2% | Reduced |
| D. E. Shaw & Co., Inc. | 9,534 | $1.46M | 0.00% | −47,105−83.2% | Reduced |
| RMB Capital Management, LLC | 9,542 | $1.46M | 0.03% | +507+5.6% | Added |
| Louisiana State Employees Retirement System | 9,600 | $1.47M | 0.03% | −300−3.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 9,615 | $1.47M | 0.05% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 9,622 | $1.48M | 0.12% | +913+10.5% | Added |