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 |
|---|---|---|---|---|---|
| Rhumbline Advisers | 360,926 | $55.4M | 0.05% | −9,884−2.7% | Reduced |
| Citigroup Inc | 368,011 | $56.4M | 0.04% | +126,748+52.5% | Added |
| Palisade Capital Management LLC | 375,559 | $57.6M | 1.63% | −7,330−1.9% | Reduced |
| TD Asset Management Inc | 377,388 | $57.9M | 0.05% | −35,845−8.7% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 379,000 | $58.1M | 1.64% | −20,737−5.2% | Reduced |
| Silvercrest Asset Management Group LLC | 394,945 | $60.6M | 0.41% | −14,452−3.5% | Reduced |
| Amundi | 391,970 | $62.0M | 0.02% | −357,444−47.7% | Reduced |
| Sterling Capital Management LLC | 410,270 | $62.9M | 0.89% | +115,609+39.2% | Added |
| Wells Fargo & Company | 414,407 | $63.6M | 0.01% | +26,816+6.9% | Added |
| BNP Paribas Arbitrage, SA | 416,975 | $64.0M | 0.05% | −161,730−27.9% | Reduced |
| Marshall Wace, LLP | 438,213 | $67.2M | 0.08% | +390,821+824.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 482,385 | $74.0M | 0.05% | +14,042+3.0% | Added |
| Fisher Asset Management, LLC | 488,201 | $74.9M | 0.03% | −11,732−2.3% | Reduced |
| Prudential Financial Inc | 502,293 | $77.0M | 0.10% | +227,435+82.7% | Added |
| Qube Research & Technologies Ltd | 520,875 | $79.9M | 0.11% | −414,154−44.3% | Reduced |
| Premier Fund Managers Ltd | 528,300 | $80.9M | 2.95% | +2,087+0.4% | Added |
| AQR Capital Management LLC | 540,592 | $82.9M | 0.07% | +150,378+38.5% | Added |
| Ameriprise Financial Inc | 569,050 | $87.3M | 0.02% | −117,597−17.1% | Reduced |
| The PNC Financial Services Group, Inc. | 584,758 | $89.7M | 0.06% | +8,835+1.5% | Added |
| Deutsche Bank AG | 586,600 | $90.0M | 0.03% | −71,633−10.9% | Reduced |
| Principal Financial Group Inc | 604,073 | $92.6M | 0.05% | −12,448−2.0% | Reduced |
| UBS Group AG | 641,476 | $98.4M | 0.02% | −235,758−26.9% | Reduced |
| Franklin Resources Inc | 656,219 | $100.6M | 0.03% | +38,638+6.3% | Added |
| Envestnet Asset Management Inc | 656,265 | $100.7M | 0.03% | +42,473+6.9% | Added |
| American Century Companies Inc | 688,405 | $105.6M | 0.06% | +442,340+179.8% | Added |
| Barclays PLC | 720,253 | $110.5M | 0.04% | −20,260−2.7% | Reduced |
| Congress Asset Management Co | 740,953 | $113.6M | 0.78% | −112,049−13.1% | Reduced |
| Raymond James Financial Inc | 765,574 | $117.4M | 0.04% | +12,328+1.6% | Added |
| Nuveen, LLC | 772,747 | $118.5M | 0.03% | −28,981−3.6% | Reduced |
| SEI Investments Co | 907,584 | $139.2M | 0.16% | −6,355−0.7% | Reduced |
| HSBC Holdings PLC | 971,352 | $148.9M | 0.10% | +50,645+5.5% | Added |
| Bank of New York Mellon Corp | 996,857 | $152.9M | 0.03% | −239,647−19.4% | Reduced |
| Harfst & Associates, Inc. | 1,037,455 | $159.1M | 32.81% | −3,501−0.3% | Reduced |
| Mercer Global Advisors Inc | 1,048,751 | $160.8M | 0.36% | −705−0.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,106,838 | $169.8M | 0.03% | −4,068−0.4% | Reduced |
| Legal & General Group Plc | 1,255,616 | $192.6M | 0.05% | −117,972−8.6% | Reduced |
| Goldman Sachs Group Inc | 1,823,646 | $279.7M | 0.05% | +115,313+6.8% | Added |
| UBS Asset Management Americas Inc | 1,835,972 | $281.6M | 0.06% | +322,918+21.3% | Added |
| Northern Trust Corp | 2,102,177 | $322.4M | 0.04% | −145,745−6.5% | Reduced |
| Dimensional Fund Advisors LP | 2,129,991 | $326.7M | 0.08% | +38,171+1.8% | Added |
| Invesco Ltd. | 2,141,172 | $328.4M | 0.06% | −760,263−26.2% | Reduced |
| Morgan Stanley | 2,248,739 | $344.9M | 0.02% | −127,868−5.4% | Reduced |
| Bank of America Corp | 2,288,710 | $351.0M | 0.03% | −375,250−14.1% | Reduced |
| Norges Bank | 2,311,050 | $354.4M | 0.04% | +74,765+3.3% | Added |
| Massachusetts Financial Services Co | 2,406,749 | $369.1M | 0.12% | +71,495+3.1% | Added |
| Earnest Partners LLC | 2,480,735 | $380.5M | 1.72% | −15,906−0.6% | Reduced |
| First Trust Advisors LP | 2,485,569 | $381.2M | 0.31% | +709,315+39.9% | Added |
| Victory Capital Management Inc | 2,839,373 | $435.7M | 0.28% | +956,234+50.8% | Added |
| T. Rowe Price Investment Management, Inc. | 4,182,745 | $641.5M | 0.41% | +46,332+1.1% | Added |
| Geode Capital Management, LLC | 4,597,168 | $701.9M | 0.05% | −92,709−2.0% | Reduced |
| JPMorgan Chase & Co | 5,616,998 | $861.5M | 0.06% | +1,651,380+41.6% | Added |
| FMR LLC | 6,085,819 | $933.4M | 0.05% | +227,826+3.9% | Added |
| State Street Corp | 8,175,257 | $1.25B | 0.05% | −162,304−1.9% | Reduced |
| Wellington Management Group LLP | 9,568,625 | $1.47B | 0.27% | −366,815−3.7% | Reduced |
| Primecap Management Co | 10,013,852 | $1.54B | 1.22% | +295,163+3.0% | Added |
| BlackRock, Inc. | 14,979,361 | $2.30B | 0.04% | +59,420+0.4% | Added |
| Vanguard Group Inc | 22,198,694 | $3.40B | 0.06% | −45,510−0.2% | Reduced |
| Agf Management Ltd | 0 | $0 | 0.00% | −1,621,549−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −295,812−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −192,437−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −118,153−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −70,900−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −63,945−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −56,969−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −44,105−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −36,814−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −23,562−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −16,968−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −18,082−100.0% | Sold out |
| J. Safra Sarasin Holding AG | 0 | $0 | 0.00% | −14,656−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −12,456−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −11,413−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −10,949−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −9,939−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −9,700−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −8,610−100.0% | Sold out |
| WealthTrust Asset Management, LLC | 0 | $0 | 0.00% | −8,452−100.0% | Sold out |
| Cavalier Investments, LLC | 0 | $0 | 0.00% | −8,137−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −8,052−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −7,696−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −7,568−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −6,706−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −6,670−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −5,849−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −5,830−100.0% | Sold out |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −5,430−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,186−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −4,353−100.0% | Sold out |
| Williams Jones Wealth Management, LLC. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,791−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −3,719−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −3,683−100.0% | Sold out |
| New Wave Wealth Advisors LLC | 0 | $0 | 0.00% | −3,518−100.0% | Sold out |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −3,264−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −3,084−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −2,995−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −2,899−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −2,670−100.0% | Sold out |