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 |
|---|---|---|---|---|---|
| Golden Road Advisors LLC | 9,622 | $1.48M | 0.98% | +9,622 | New |
| Tower Research Capital LLC (TRC) | 9,660 | $1.48M | 0.04% | +3,453+55.6% | Added |
| Tower Bridge Advisors | 9,704 | $1.49M | 0.16% | 00.0% | Unchanged |
| Atlas Wealth LLC | 9,740 | $1.51M | 0.55% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 9,871 | $1.51M | 0.01% | −167−1.7% | Reduced |
| Gulf International Bank (UK) Ltd | 9,917 | $1.52M | 0.05% | −1,214−10.9% | Reduced |
| TCG Advisory Services, LLC | 10,035 | $1.54M | 0.05% | −1,901−15.9% | Reduced |
| Virtus Investment Advisers, Inc. | 10,088 | $1.55M | 0.52% | +1,803+21.8% | Added |
| Meridian Wealth Advisors, LLC | 10,154 | $1.56M | 0.25% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 10,301 | $1.58M | 0.04% | −820−7.4% | Reduced |
| King Luther Capital Management Corp | 10,399 | $1.59M | 0.01% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 10,426 | $1.60M | 0.35% | +180+1.8% | Added |
| Norinchukin Bank, The | 10,499 | $1.61M | 0.02% | +681+6.9% | Added |
| SPC Financial, Inc. | 10,556 | $1.62M | 0.14% | −394−3.6% | Reduced |
| United Capital Financial Advisers, LLC | 10,610 | $1.63M | 0.01% | +130+1.2% | Added |
| Wedmont Private Capital | 10,361 | $1.64M | 0.07% | +43+0.4% | Added |
| Advisor Group Holdings, Inc. | 10,830 | $1.66M | 0.00% | −1,251−10.4% | Reduced |
| Keybank National Association | 10,964 | $1.68M | 0.01% | −150−1.3% | Reduced |
| Hartford Investment Management Co | 11,029 | $1.69M | 0.05% | −163−1.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 11,104 | $1.70M | 0.02% | −32,912−74.8% | Reduced |
| Oarsman Capital, Inc. | 11,143 | $1.71M | 0.27% | +277+2.5% | Added |
| Allen Investment Management LLC | 11,150 | $1.71M | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 11,504 | $1.76M | 0.44% | +669+6.2% | Added |
| Barnes Pettey Financial Advisors, LLC | 11,737 | $1.80M | 1.20% | +43+0.4% | Added |
| Dean Capital Management | 11,942 | $1.83M | 0.75% | +639+5.7% | Added |
| Banque Cantonale Vaudoise | 12,203 | $1.87M | 0.08% | −2,125−14.8% | Reduced |
| Klingman & Associates, LLC | 12,239 | $1.88M | 0.10% | +36+0.3% | Added |
| CIBC Private Wealth Group, LLC | 12,266 | $1.88M | 0.00% | −1,846−13.1% | Reduced |
| Natixis | 12,428 | $1.91M | 0.01% | +3,082+33.0% | Added |
| Wealthfront Advisers LLC | 12,540 | $1.92M | 0.00% | +3,991+46.7% | Added |
| Mizuho Securities USA LLC | 12,548 | $1.92M | 0.04% | +12,548 | New |
| Elo Mutual Pension Insurance Co | 12,894 | $1.98M | 0.04% | −923−6.7% | Reduced |
| Alpine Woods Capital Investors, LLC | 12,900 | $1.98M | 0.47% | 00.0% | Unchanged |
| M&T Bank Corp | 12,913 | $1.98M | 0.01% | +312+2.5% | Added |
| Kentucky Retirement Systems | 12,984 | $1.99M | 0.06% | −851−6.2% | Reduced |
| Stablepoint Partners, LLC | 13,035 | $2.00M | 0.34% | +329+2.6% | Added |
| Empire Life Investments Inc. | 13,114 | $2.01M | 0.13% | −239−1.8% | Reduced |
| QRG Capital Management, Inc. | 13,151 | $2.02M | 0.02% | +535+4.2% | Added |
| William B. Walkup & Associates, Inc. | 13,335 | $2.05M | 1.20% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 13,349 | $2.05M | 0.02% | +121+0.9% | Added |
| Heritage Wealth Advisors | 13,416 | $2.06M | 0.10% | 00.0% | Unchanged |
| Mediolanum International Funds Ltd | 13,587 | $2.08M | 0.02% | −1,297−8.7% | Reduced |
| Park Avenue Securities LLC | 13,837 | $2.12M | 0.02% | +13,837 | New |
| Y-Intercept (Hong Kong) Ltd | 13,859 | $2.13M | 0.05% | +3,866+38.7% | Added |
| Sciencast Management LP | 14,063 | $2.16M | 0.45% | +2,626+23.0% | Added |
| Cullen Capital Management LLC | 14,087 | $2.16M | 0.02% | +970+7.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 14,105 | $2.17M | 0.02% | +2,580+22.4% | Added |
| High Net Worth Advisory Group LLC | 14,134 | $2.17M | 0.57% | −364−2.5% | Reduced |
| Capstone Investment Advisors, LLC | 14,234 | $2.18M | 0.02% | +12,540+740.3% | Added |
| Davis Investment Partners, LLC | 14,197 | $2.20M | 0.79% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 14,343 | $2.20M | 0.02% | +242+1.7% | Added |
| Kovitz Investment Group Partners, LLC | 14,392 | $2.21M | 0.01% | +2,093+17.0% | Added |
| Concurrent Investment Advisors, LLC | 14,473 | $2.22M | 0.04% | +6,868+90.3% | Added |
| White Pine Capital LLC | 14,524 | $2.23M | 0.71% | −291−2.0% | Reduced |
| Apollon Wealth Management, LLC | 14,844 | $2.28M | 0.04% | +1,519+11.4% | Added |
| Inceptionr LLC | 15,050 | $2.30M | 0.53% | +11,506+324.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 15,599 | $2.39M | 0.01% | −1,510−8.8% | Reduced |
| V-Square Quantitative Management LLC | 15,602 | $2.39M | 0.32% | +10,776+223.3% | Added |
| Oregon Public Employees Retirement Fund | 15,710 | $2.41M | 0.04% | −100−0.6% | Reduced |
| CIBC World Markets Inc. | 15,800 | $2.42M | 0.01% | +7,418+88.5% | Added |
| Quantbot Technologies LP | 16,210 | $2.49M | 0.06% | −14,563−47.3% | Reduced |
| Stance Capital LLC | 16,355 | $2.51M | 0.94% | +16,355 | New |
| Aft, Forsyth & Sober, LLC | 16,500 | $2.53M | 0.86% | +550+3.4% | Added |
| Aquatic Capital Management LLC | 16,525 | $2.53M | 0.05% | −23,111−58.3% | Reduced |
| Nordea Investment Management AB | 16,650 | $2.54M | 0.00% | +949+6.0% | Added |
| Pacer Advisors, Inc. | 16,587 | $2.54M | 0.01% | +5,262+46.5% | Added |
| NEOS Investment Management LLC | 16,672 | $2.55M | 0.03% | +3,566+27.2% | Added |
| Candriam Luxembourg S.C.A. | 16,778 | $2.57M | 0.01% | −424−2.5% | Reduced |
| Tredje AP-fonden | 17,233 | $2.64M | 0.02% | +1,562+10.0% | Added |
| Wellspring Financial Advisors, LLC | 17,368 | $2.66M | 0.27% | +15+0.1% | Added |
| HighTower Advisors, LLC | 17,403 | $2.67M | 0.00% | +368+2.2% | Added |
| We Are One Seven, LLC | 17,633 | $2.70M | 0.09% | −592−3.2% | Reduced |
| Avantax Advisory Services, Inc. | 17,634 | $2.70M | 0.01% | +60.0% | Added |
| Jain Global LLC | 18,486 | $2.84M | 0.04% | +13,645+281.9% | Added |
| Crossmark Global Holdings, Inc. | 18,627 | $2.86M | 0.05% | −4,827−20.6% | Reduced |
| Vident Advisory, LLC | 18,766 | $2.88M | 0.03% | +13,335+245.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 18,849 | $2.89M | 0.01% | +797+4.4% | Added |
| Cerity Partners LLC | 19,228 | $2.95M | 0.01% | −500−2.5% | Reduced |
| UniSuper Management Pty Ltd | 19,301 | $2.96M | 0.02% | −400−2.0% | Reduced |
| Bank of Nova Scotia | 19,473 | $2.99M | 0.01% | −135−0.7% | Reduced |
| Center for Financial Planning, Inc. | 19,531 | $3.00M | 0.34% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 19,549 | $3.00M | 0.01% | −641−3.2% | Reduced |
| STRS Ohio | 19,561 | $3.00M | 0.01% | +6,305+47.6% | Added |
| Millstone Evans Group, LLC | 19,625 | $3.01M | 2.05% | −38−0.2% | Reduced |
| Woodline Partners LP | 19,643 | $3.01M | 0.02% | +4,063+26.1% | Added |
| Gotham Asset Management, LLC | 19,696 | $3.02M | 0.02% | +90.0% | Added |
| Omers Administration Corp | 19,874 | $3.05M | 0.02% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 20,416 | $3.13M | 0.03% | −1,190−5.5% | Reduced |
| Graphene Investments SAS | 20,500 | $3.14M | 2.05% | 00.0% | Unchanged |
| OP Asset Management Ltd | 20,594 | $3.16M | 0.05% | +359+1.8% | Added |
| O'Shaughnessy Asset Management, LLC | 21,070 | $3.23M | 0.02% | +2,646+14.4% | Added |
| Integrated Advisors Network LLC | 21,107 | $3.24M | 0.15% | +21,107 | New |
| Sanctuary Advisors, LLC | 21,127 | $3.24M | 0.02% | +357+1.7% | Added |
| Kaydan Wealth Management, Inc. | 21,175 | $3.25M | 1.06% | −200−0.9% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 21,546 | $3.30M | 0.49% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 21,781 | $3.34M | 0.04% | −165−0.8% | Reduced |
| Brinker Capital Investments, LLC | 21,815 | $3.35M | 0.03% | +2,633+13.7% | Added |
| Dean Investment Associates, LLC | 21,894 | $3.36M | 0.49% | +1,056+5.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,959 | $3.37M | 0.03% | +325+1.5% | Added |
| Ethic Inc. | 22,213 | $3.40M | 0.06% | +2,306+11.6% | Added |