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 |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 15,599 | $2.39M | 0.01% | −1,510−8.8% | Reduced |
| Inceptionr LLC | 15,050 | $2.30M | 0.53% | +11,506+324.7% | Added |
| Apollon Wealth Management, LLC | 14,844 | $2.28M | 0.04% | +1,519+11.4% | Added |
| White Pine Capital LLC | 14,524 | $2.23M | 0.71% | −291−2.0% | Reduced |
| Concurrent Investment Advisors, LLC | 14,473 | $2.22M | 0.04% | +6,868+90.3% | Added |
| Kovitz Investment Group Partners, LLC | 14,392 | $2.21M | 0.01% | +2,093+17.0% | Added |
| Teachers Retirement System of the State of Kentucky | 14,343 | $2.20M | 0.02% | +242+1.7% | Added |
| Davis Investment Partners, LLC | 14,197 | $2.20M | 0.79% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 14,234 | $2.18M | 0.02% | +12,540+740.3% | Added |
| High Net Worth Advisory Group LLC | 14,134 | $2.17M | 0.57% | −364−2.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 14,105 | $2.17M | 0.02% | +2,580+22.4% | Added |
| Cullen Capital Management LLC | 14,087 | $2.16M | 0.02% | +970+7.4% | Added |
| Sciencast Management LP | 14,063 | $2.16M | 0.45% | +2,626+23.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 13,859 | $2.13M | 0.05% | +3,866+38.7% | Added |
| Park Avenue Securities LLC | 13,837 | $2.12M | 0.02% | +13,837 | New |
| Mediolanum International Funds Ltd | 13,587 | $2.08M | 0.02% | −1,297−8.7% | Reduced |
| Heritage Wealth Advisors | 13,416 | $2.06M | 0.10% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 13,349 | $2.05M | 0.02% | +121+0.9% | Added |
| William B. Walkup & Associates, Inc. | 13,335 | $2.05M | 1.20% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 13,151 | $2.02M | 0.02% | +535+4.2% | Added |
| Empire Life Investments Inc. | 13,114 | $2.01M | 0.13% | −239−1.8% | Reduced |
| Stablepoint Partners, LLC | 13,035 | $2.00M | 0.34% | +329+2.6% | Added |
| Kentucky Retirement Systems | 12,984 | $1.99M | 0.06% | −851−6.2% | Reduced |
| M&T Bank Corp | 12,913 | $1.98M | 0.01% | +312+2.5% | Added |
| Alpine Woods Capital Investors, LLC | 12,900 | $1.98M | 0.47% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 12,894 | $1.98M | 0.04% | −923−6.7% | Reduced |
| Mizuho Securities USA LLC | 12,548 | $1.92M | 0.04% | +12,548 | New |
| Wealthfront Advisers LLC | 12,540 | $1.92M | 0.00% | +3,991+46.7% | Added |
| Natixis | 12,428 | $1.91M | 0.01% | +3,082+33.0% | Added |
| CIBC Private Wealth Group, LLC | 12,266 | $1.88M | 0.00% | −1,846−13.1% | Reduced |
| Klingman & Associates, LLC | 12,239 | $1.88M | 0.10% | +36+0.3% | Added |
| Banque Cantonale Vaudoise | 12,203 | $1.87M | 0.08% | −2,125−14.8% | Reduced |
| Dean Capital Management | 11,942 | $1.83M | 0.75% | +639+5.7% | Added |
| Barnes Pettey Financial Advisors, LLC | 11,737 | $1.80M | 1.20% | +43+0.4% | Added |
| Bank of New Hampshire | 11,504 | $1.76M | 0.44% | +669+6.2% | Added |
| Allen Investment Management LLC | 11,150 | $1.71M | 0.02% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 11,143 | $1.71M | 0.27% | +277+2.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 11,104 | $1.70M | 0.02% | −32,912−74.8% | Reduced |
| Hartford Investment Management Co | 11,029 | $1.69M | 0.05% | −163−1.5% | Reduced |
| Keybank National Association | 10,964 | $1.68M | 0.01% | −150−1.3% | Reduced |
| Advisor Group Holdings, Inc. | 10,830 | $1.66M | 0.00% | −1,251−10.4% | Reduced |
| Wedmont Private Capital | 10,361 | $1.64M | 0.07% | +43+0.4% | Added |
| United Capital Financial Advisers, LLC | 10,610 | $1.63M | 0.01% | +130+1.2% | Added |
| SPC Financial, Inc. | 10,556 | $1.62M | 0.14% | −394−3.6% | Reduced |
| Norinchukin Bank, The | 10,499 | $1.61M | 0.02% | +681+6.9% | Added |
| Montag & Caldwell, LLC | 10,426 | $1.60M | 0.35% | +180+1.8% | Added |
| King Luther Capital Management Corp | 10,399 | $1.59M | 0.01% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 10,301 | $1.58M | 0.04% | −820−7.4% | Reduced |
| Meridian Wealth Advisors, LLC | 10,154 | $1.56M | 0.25% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 10,088 | $1.55M | 0.52% | +1,803+21.8% | Added |
| TCG Advisory Services, LLC | 10,035 | $1.54M | 0.05% | −1,901−15.9% | Reduced |
| Gulf International Bank (UK) Ltd | 9,917 | $1.52M | 0.05% | −1,214−10.9% | Reduced |
| Kestra Advisory Services, LLC | 9,871 | $1.51M | 0.01% | −167−1.7% | Reduced |
| Atlas Wealth LLC | 9,740 | $1.51M | 0.55% | 00.0% | Unchanged |
| Tower Bridge Advisors | 9,704 | $1.49M | 0.16% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,660 | $1.48M | 0.04% | +3,453+55.6% | Added |
| Golden Road Advisors LLC | 9,622 | $1.48M | 0.98% | +9,622 | New |
| Mount Yale Investment Advisors, LLC | 9,622 | $1.48M | 0.12% | +913+10.5% | Added |
| Sanibel Captiva Trust Company, Inc. | 9,615 | $1.47M | 0.05% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 9,600 | $1.47M | 0.03% | −300−3.0% | Reduced |
| RMB Capital Management, LLC | 9,542 | $1.46M | 0.03% | +507+5.6% | Added |
| D. E. Shaw & Co., Inc. | 9,534 | $1.46M | 0.00% | −47,105−83.2% | Reduced |
| Securian Asset Management, Inc | 9,453 | $1.45M | 0.04% | −216−2.2% | Reduced |
| Glenmede Investment Management, LP | 9,351 | $1.43M | 0.01% | +9,351 | New |
| Commerce Bank | 9,295 | $1.43M | 0.01% | −34−0.4% | Reduced |
| Cumberland Partners Ltd | 9,100 | $1.40M | 0.10% | +1,400+18.2% | Added |
| Bill Few Associates, Inc. | 9,095 | $1.39M | 0.39% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 9,090 | $1.39M | 0.04% | −3,206−26.1% | Reduced |
| HRT Financial LP | 9,085 | $1.39M | 0.01% | +9,085 | New |
| RFG - Bristol Wealth Advisors, LLC | 9,074 | $1.39M | 0.43% | −443−4.7% | Reduced |
| Gladstone Institutional Advisory LLC | 9,061 | $1.39M | 0.06% | +409+4.7% | Added |
| Intech Investment Management LLC | 9,030 | $1.38M | 0.01% | −8,130−47.4% | Reduced |
| Vestcor Inc | 9,008 | $1.38M | 0.04% | +779+9.5% | Added |
| Maryland State Retirement & Pension System | 8,886 | $1.36M | 0.03% | −601−6.3% | Reduced |
| ING Groep NV | 8,781 | $1.35M | 0.01% | +509+6.2% | Added |
| Landscape Capital Management, L.L.C. | 8,682 | $1.33M | 0.10% | −7,676−46.9% | Reduced |
| Peak Planning Group, LLC | 8,604 | $1.32M | 0.84% | −685−7.4% | Reduced |
| New Mexico Educational Retirement Board | 8,575 | $1.31M | 0.04% | 00.0% | Unchanged |
| Voleon Capital Management LP | 8,515 | $1.31M | 0.07% | −8,273−49.3% | Reduced |
| Chiron Capital Management, LLC | 8,450 | $1.30M | 1.13% | −200−2.3% | Reduced |
| JT Stratford LLC | 8,448 | $1.30M | 0.20% | −939−10.0% | Reduced |
| Nilsine Partners, LLC | 8,399 | $1.29M | 0.13% | +8,399 | New |
| Signaturefd, LLC | 8,338 | $1.28M | 0.02% | −81−1.0% | Reduced |
| Crestwood Advisors Group LLC | 8,294 | $1.27M | 0.02% | −89−1.1% | Reduced |
| Engineers Gate Manager LP | 8,207 | $1.26M | 0.02% | +2,872+53.8% | Added |
| Consolidated Planning Corp | 8,091 | $1.24M | 0.16% | +10+0.1% | Added |
| E. Ohman J:or Asset Management AB | 8,057 | $1.24M | 0.03% | −393−4.7% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 8,001 | $1.23M | 0.06% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 7,998 | $1.23M | 0.14% | −167−2.0% | Reduced |
| Capital Investment Advisors, LLC | 7,629 | $1.17M | 0.02% | +68+0.9% | Added |
| One + One Wealth Management, LLC | 7,559 | $1.16M | 0.63% | +10.0% | Added |
| Oxford Financial Group Ltd | 7,558 | $1.16M | 0.07% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 7,489 | $1.15M | 0.11% | −376−4.8% | Reduced |
| Board of the Pension Protection Fund | 7,400 | $1.13M | 1.23% | +1,600+27.6% | Added |
| Achmea Investment Management B.V. | 7,301 | $1.12M | 0.01% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 7,290 | $1.12M | 0.32% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 7,257 | $1.11M | 0.04% | +4,531+166.2% | Added |
| Formidable Asset Management, LLC | 7,803 | $1.08M | 0.18% | 00.0% | Unchanged |
| FORA Capital, LLC | 7,063 | $1.08M | 0.12% | −35,636−83.5% | Reduced |
| GHP Investment Advisors, Inc. | 6,973 | $1.07M | 0.05% | +441+6.8% | Added |