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 |
|---|---|---|---|---|---|
| State of Michigan Retirement System | 52,044 | $7.98M | 0.04% | +2,000+4.0% | Added |
| Commonwealth Equity Services, LLC | 53,832 | $8.26M | 0.01% | −112−0.2% | Reduced |
| Storebrand Asset Management AS | 54,080 | $8.29M | 0.02% | −529−1.0% | Reduced |
| Palmer Knight Co | 55,664 | $8.54M | 3.64% | −741−1.3% | Reduced |
| Handelsbanken Fonder AB | 55,798 | $8.56M | 0.03% | −10,336−15.6% | Reduced |
| Arizona State Retirement System | 56,897 | $8.73M | 0.05% | +633+1.1% | Added |
| Private Capital Management, LLC | 58,445 | $8.96M | 0.91% | −49−0.1% | Reduced |
| Burney Co | 59,350 | $9.10M | 0.31% | −2,864−4.6% | Reduced |
| Forsta Ap-Fonden | 59,900 | $9.19M | 0.06% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 60,377 | $9.26M | 0.03% | −83−0.1% | Reduced |
| CWA Asset Management Group, LLC | 60,682 | $9.31M | 0.39% | −3,222−5.0% | Reduced |
| Bryn Mawr Trust Co | 60,918 | $9.34M | 0.17% | −2,095−3.3% | Reduced |
| Peterson Wealth Services | 61,333 | $9.41M | 2.58% | +735+1.2% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 62,392 | $9.57M | 0.14% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 63,620 | $9.76M | 0.04% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 63,687 | $9.77M | 0.03% | −1,007−1.6% | Reduced |
| Am Investment Strategies LLC | 64,071 | $9.83M | 2.31% | +80.0% | Added |
| Nomura Asset Management Co Ltd | 64,434 | $9.88M | 0.03% | +3,363+5.5% | Added |
| Susquehanna Fundamental Investments, LLC | 65,603 | $10.1M | 0.27% | −27,396−29.5% | Reduced |
| Resona Asset Management Co.,Ltd. | 65,741 | $10.1M | 0.05% | +3,021+4.8% | Added |
| Lighthouse Investment Partners, LLC | 67,690 | $10.4M | 0.45% | −5,529−7.6% | Reduced |
| Teacher Retirement System of Texas | 68,515 | $10.5M | 0.04% | −38,126−35.8% | Reduced |
| Ensign Peak Advisors, Inc | 68,818 | $10.6M | 0.02% | −21,051−23.4% | Reduced |
| KLP Kapitalforvaltning AS | 69,978 | $10.7M | 0.05% | +1,200+1.7% | Added |
| Nearwater Capital Markets, Ltd | 70,000 | $10.7M | 0.17% | +70,000 | New |
| Stifel Financial Corp | 70,986 | $10.9M | 0.01% | +5,504+8.4% | Added |
| Nemes Rush Group LLC | 71,093 | $10.9M | 1.19% | +2,929+4.3% | Added |
| Millennium Management LLC | 72,289 | $11.1M | 0.01% | +32,222+80.4% | Added |
| Mn Services Vermogensbeheer B.V. | 72,700 | $11.2M | 0.08% | +600+0.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 73,084 | $11.2M | 0.03% | −116,102−61.4% | Reduced |
| US Bancorp | 73,121 | $11.2M | 0.01% | −5,455−6.9% | Reduced |
| Hantz Financial Services, Inc. | 75,778 | $11.6M | 0.19% | −6,795−8.2% | Reduced |
| Asset Management One Co.,Ltd. | 83,955 | $12.9M | 0.04% | +1,147+1.4% | Added |
| Quantinno Capital Management LP | 84,110 | $12.9M | 0.06% | +30,196+56.0% | Added |
| KBC Group NV | 84,113 | $12.9M | 0.03% | −99,332−54.1% | Reduced |
| Bragg Financial Advisors, Inc | 89,449 | $13.7M | 0.49% | +4,420+5.2% | Added |
| Congress Wealth Management LLC | 89,696 | $13.8M | 0.13% | −9,977−10.0% | Reduced |
| Nisa Investment Advisors, LLC | 93,177 | $14.3M | 0.06% | +418+0.5% | Added |
| Capital Wealth Planning, LLC | 94,260 | $14.5M | 0.11% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 96,167 | $14.7M | 0.04% | −611−0.6% | Reduced |
| Los Angeles Capital Management LLC | 96,537 | $14.8M | 0.06% | −156,705−61.9% | Reduced |
| Geneva Capital Management LLC | 96,650 | $14.8M | 0.25% | +2,149+2.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 96,736 | $14.8M | 0.03% | +13,215+15.8% | Added |
| Toronto Dominion Bank | 97,427 | $14.9M | 0.03% | +21,601+28.5% | Added |
| Virginia Retirement Systems Et Al | 99,100 | $15.2M | 0.10% | 00.0% | Unchanged |
| LPL Financial LLC | 101,437 | $15.6M | 0.01% | +3,738+3.8% | Added |
| Basswood Capital Management, L.L.C. | 102,367 | $15.7M | 0.78% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 102,487 | $15.7M | 0.05% | −1,154−1.1% | Reduced |
| Treasurer of the State of North Carolina | 104,452 | $16.0M | 0.05% | +5,014+5.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 105,583 | $16.2M | 0.03% | −16,784−13.7% | Reduced |
| Man Group plc | 107,016 | $16.4M | 0.04% | −172,064−61.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 107,634 | $16.6M | 0.03% | +3,842+3.7% | Added |
| Manufacturers Life Insurance Company, The | 111,470 | $17.1M | 0.02% | −4,344−3.8% | Reduced |
| Korea Investment CORP | 115,092 | $17.7M | 0.04% | −74,410−39.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 117,498 | $18.0M | 0.03% | −153,493−56.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 118,143 | $18.1M | 0.04% | +5,544+4.9% | Added |
| Standard Life Aberdeen plc | 120,446 | $18.5M | 0.03% | +11,376+10.4% | Added |
| Brandywine Global Investment Management, LLC | 121,053 | $18.6M | 0.13% | −2,790−2.3% | Reduced |
| Russell Investments Group, Ltd. | 121,970 | $18.7M | 0.02% | −31,586−20.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 126,350 | $19.4M | 0.03% | +31,000+32.5% | Added |
| National Bank of Canada | 129,019 | $19.8M | 0.02% | −12,331−8.7% | Reduced |
| Philo Smith Capital Corp | 132,750 | $20.4M | 5.66% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 133,858 | $20.5M | 0.05% | −5,232−3.8% | Reduced |
| Pinnacle Associates Ltd | 133,786 | $20.5M | 0.30% | −45,706−25.5% | Reduced |
| Danske Bank A/S | 135,278 | $20.7M | 0.05% | +2,399+1.8% | Added |
| State of Wisconsin Investment Board | 139,953 | $21.5M | 0.05% | +4,219+3.1% | Added |
| Pictet Asset Management Holding SA | 141,268 | $21.7M | 0.02% | −11,473−7.5% | Reduced |
| Aviva PLC | 148,852 | $22.8M | 0.05% | −55,786−27.3% | Reduced |
| Gillespie Robinson & Grimm Inc | 157,706 | $24.2M | 1.80% | +9,830+6.6% | Added |
| Great West Life Assurance Co | 161,261 | $24.8M | 0.04% | +8,642+5.7% | Added |
| Nicholas Company, Inc. | 161,560 | $24.8M | 0.41% | −550.0% | Reduced |
| APG Asset Management N.V. | 190,493 | $24.9M | 0.07% | −4,236−2.2% | Reduced |
| FIL Ltd | 166,868 | $25.6M | 0.02% | −31,914−16.1% | Reduced |
| Illinois Municipal Retirement Fund | 169,931 | $26.1M | 0.35% | +41,652+32.5% | Added |
| State Board of Administration of Florida Retirement System | 183,832 | $28.2M | 0.05% | +2,090+1.1% | Added |
| Truist Financial Corp | 187,280 | $28.7M | 0.04% | +42,312+29.2% | Added |
| Schroder Investment Management Group | 194,825 | $29.9M | 0.03% | −10,536−5.1% | Reduced |
| New York State Teachers Retirement System | 201,631 | $30.9M | 0.06% | +331+0.2% | Added |
| Royal Bank of Canada | 211,058 | $32.4M | 0.01% | −19,636−8.5% | Reduced |
| Canada Pension Plan Investment Board | 230,310 | $35.3M | 0.03% | −16,034−6.5% | Reduced |
| Macquarie Group Ltd | 232,371 | $35.6M | 0.04% | −1,896−0.8% | Reduced |
| Clearbridge Investments, LLC | 245,663 | $37.7M | 0.03% | +2,846+1.2% | Added |
| Davis Asset Management, L.P. | 270,000 | $41.4M | 1.61% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 276,136 | $42.4M | 0.09% | +64,412+30.4% | Added |
| National Pension Service | 276,317 | $42.4M | 0.04% | +2,174+0.8% | Added |
| California State Teachers Retirement System | 277,423 | $42.5M | 0.05% | +2,357+0.9% | Added |
| Panagora Asset Management Inc | 278,372 | $42.7M | 0.19% | +14,580+5.5% | Added |
| Natixis Advisors, L.P. | 279,668 | $42.9M | 0.07% | +27,448+10.9% | Added |
| Bank of Montreal | 281,074 | $43.1M | 0.02% | +81,465+40.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 282,730 | $43.4M | 0.11% | −16,091−5.4% | Reduced |
| Alliancebernstein L.P. | 283,885 | $43.5M | 0.01% | +56,048+24.6% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 284,869 | $43.7M | 2.36% | −3,453−1.2% | Reduced |
| Ceredex Value Advisors LLC | 284,881 | $43.7M | 0.94% | −19,209−6.3% | Reduced |
| Baird Financial Group, Inc. | 286,410 | $43.9M | 0.08% | −22,822−7.4% | Reduced |
| CBOE Vest Financial, LLC | 292,266 | $44.8M | 0.63% | +82,695+39.5% | Added |
| Iat Reinsurance Co Ltd. | 298,125 | $45.7M | 10.27% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 307,245 | $47.1M | 0.01% | −60,344−16.4% | Reduced |
| New York State Common Retirement Fund | 324,592 | $49.8M | 0.07% | −270−0.1% | Reduced |
| California Public Employees Retirement System | 342,994 | $52.6M | 0.03% | +24,478+7.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 355,159 | $54.5M | 0.04% | +15,007+4.4% | Added |