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 |
|---|---|---|---|---|---|
| Intellus Advisors LLC | 6,899 | $1.06M | 0.16% | +1,518+28.2% | Added |
| Twin Capital Management Inc | 6,805 | $1.04M | 0.11% | −199−2.8% | Reduced |
| Muirfield Wealth Advisors LLC | 6,745 | $1.03M | 0.82% | +24+0.4% | Added |
| Uniting Wealth Partners, LLC | 6,606 | $1.01M | 0.39% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 6,603 | $1.01M | 0.01% | −166−2.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,309 | $1.01M | 0.03% | −21−0.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,574 | $1.01M | 0.04% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 6,450 | $989.2K | 0.94% | 00.0% | Unchanged |
| Empirical Finance, LLC | 6,433 | $986.6K | 0.05% | +43+0.7% | Added |
| Investment Management Corp of Ontario | 6,424 | $985.2K | 0.01% | −800−11.1% | Reduced |
| Savant Capital, LLC | 6,370 | $976.9K | 0.01% | +4,403+223.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 6,311 | $967.9K | 0.01% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 6,250 | $958.6K | 0.04% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 6,246 | $958.0K | 0.31% | +4,071+187.2% | Added |
| Stephens Inc | 6,205 | $951.7K | 0.01% | −136−2.1% | Reduced |
| Virtu Financial LLC | 6,080 | $932.0K | 0.05% | +6,080 | New |
| Prudential PLC | 6,043 | $926.8K | 0.01% | −23,061−79.2% | Reduced |
| Bridgewater Advisors Inc. | 5,505 | $924.9K | 0.07% | −3−0.1% | Reduced |
| Intrust Bank NA | 5,966 | $915.0K | 0.08% | −67−1.1% | Reduced |
| Belpointe Asset Management LLC | 5,947 | $912.2K | 0.04% | +423+7.7% | Added |
| Bradley Foster & Sargent Inc | 5,858 | $898.4K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 5,792 | $888.3K | 0.01% | −73−1.2% | Reduced |
| Skopos Labs, Inc. | 5,756 | $882.8K | 0.12% | +3,963+221.0% | Added |
| Sequoia Financial Advisors, LLC | 5,750 | $881.8K | 0.01% | +2,520+78.0% | Added |
| MGB Wealth Management, LLC | 5,703 | $874.7K | 0.29% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 5,700 | $874.2K | 0.03% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 5,661 | $868.3K | 0.27% | +1,118+24.6% | Added |
| D.A. Davidson & Co. | 5,623 | $862.4K | 0.01% | +20+0.4% | Added |
| Ontario Teachers Pension Plan Board | 5,560 | $852.7K | 0.02% | +3,570+179.4% | Added |
| Norden Group LLC | 5,533 | $848.6K | 0.09% | −169−3.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,511 | $845.2K | 0.06% | −382−6.5% | Reduced |
| Intact Investment Management Inc. | 5,500 | $843.5K | 0.03% | −3,200−36.8% | Reduced |
| Gateway Investment Advisers LLC | 5,398 | $827.9K | 0.01% | −39−0.7% | Reduced |
| Signature Wealth Management Group | 5,365 | $822.8K | 0.32% | −200−3.6% | Reduced |
| GAMMA Investing LLC | 5,340 | $819.0K | 0.05% | +482+9.9% | Added |
| J.W. Cole Advisors, Inc. | 5,264 | $807.3K | 0.02% | +1,940+58.4% | Added |
| HBK Sorce Advisory LLC | 5,261 | $806.9K | 0.02% | −48−0.9% | Reduced |
| Citadel Advisors LLC | 5,160 | $791.4K | 0.00% | −26,900−83.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 5,150 | $789.9K | 0.05% | −43,393−89.4% | Reduced |
| Covenant Partners, LLC | 5,093 | $781.1K | 0.23% | 00.0% | Unchanged |
| Fairtree Asset Management (Pty) Ltd | 5,067 | $777.1K | 0.59% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 5,064 | $776.7K | 0.03% | +248+5.1% | Added |
| Wetzel Investment Advisors, Inc. | 5,029 | $771.3K | 0.35% | 00.0% | Unchanged |
| Empowered Funds, LLC | 5,042 | $770.8K | 0.01% | +900+21.7% | Added |
| Applied Finance Capital Management, LLC | 4,995 | $766.1K | 0.05% | +290+6.2% | Added |
| Ronald Blue Trust, Inc. | 4,966 | $761.7K | 0.01% | +332+7.2% | Added |
| Tranquility Partners, LLC | 4,944 | $758.3K | 0.27% | −23−0.5% | Reduced |
| Van Eck Associates Corp | 4,870 | $747.0K | 0.00% | +4,870 | New |
| Skylands Capital, LLC | 4,787 | $731.8K | 0.11% | 00.0% | Unchanged |
| Net Worth Advisory Group | 4,764 | $730.7K | 0.16% | +425+9.8% | Added |
| Cyndeo Wealth Partners, LLC | 4,738 | $726.7K | 0.04% | −20−0.4% | Reduced |
| Principal Street Partners, LLC | 4,671 | $716.4K | 0.07% | −182−3.8% | Reduced |
| one8zero8, LLC | 4,637 | $711.2K | 0.17% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,502 | $690.5K | 0.01% | +10.0% | Added |
| Integrated Wealth Concepts LLC | 4,476 | $686.4K | 0.01% | +4,476 | New |
| Quadrant Capital Group LLC | 4,431 | $679.6K | 0.02% | +523+13.4% | Added |
| Johnson Investment Counsel Inc | 4,324 | $663.2K | 0.01% | +10+0.2% | Added |
| Global Financial Private Client, LLC | 4,309 | $660.9K | 0.25% | +11+0.3% | Added |
| NorthRock Partners, LLC | 4,281 | $656.5K | 0.02% | +175+4.3% | Added |
| Merit Financial Group, LLC | 4,174 | $640.2K | 0.01% | +4,174 | New |
| Harrell Investment Partners, LLC | 4,169 | $639.3K | 0.16% | +16+0.4% | Added |
| Coldstream Capital Management Inc | 4,129 | $633.2K | 0.01% | −10−0.2% | Reduced |
| Whalen Wealth Management Inc. | 4,124 | $632.5K | 0.40% | +4,124 | New |
| Guinness Asset Management LTD | 4,118 | $631.6K | 0.01% | +95+2.4% | Added |
| BOK Financial Private Wealth, Inc. | 4,097 | $628.4K | 0.04% | +932+29.4% | Added |
| Great Valley Advisor Group, Inc. | 4,076 | $625.2K | 0.01% | +61+1.5% | Added |
| Toroso Investments, LLC | 4,077 | $623.3K | 0.00% | −6,146−60.1% | Reduced |
| MUFG Securities Americas Inc. | 4,024 | $617.2K | 0.05% | +760+23.3% | Added |
| Fox Run Management, L.L.C. | 4,015 | $615.8K | 0.10% | −7,435−64.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 4,000 | $613.5K | 0.07% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 3,990 | $611.9K | 0.00% | +3,990 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,863 | $592.5K | 0.01% | −530−12.1% | Reduced |
| Guggenheim Capital LLC | 3,820 | $585.9K | 0.00% | +133+3.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,744 | $574.2K | 0.00% | −605−13.9% | Reduced |
| First Eagle Investment Management, LLC | 3,720 | $570.5K | 0.00% | −518−12.2% | Reduced |
| ABLE Financial Group, LLC | 3,666 | $562.3K | 0.14% | +871+31.2% | Added |
| Gsa Capital Partners LLP | 3,649 | $560.0K | 0.04% | −7,741−68.0% | Reduced |
| Balyasny Asset Management LLC | 3,642 | $558.6K | 0.00% | −563−13.4% | Reduced |
| Hudson Bay Capital Management LP | 3,609 | $553.5K | 0.00% | +3,609 | New |
| Jones Financial Companies LLLP | 3,611 | $553.4K | 0.00% | +762+26.7% | Added |
| Westerkirk Capital Inc. | 3,600 | $552.1K | 0.07% | +3,600 | New |
| Sowell Financial Services LLC | 3,600 | $552.1K | 0.02% | −1,107−23.5% | Reduced |
| RSM US Wealth Management LLC | 3,569 | $547.4K | 0.01% | +148+4.3% | Added |
| Shell Asset Management Co | 3,550 | $544.0K | 0.02% | −230−6.1% | Reduced |
| NVWM, LLC | 3,537 | $542.5K | 0.13% | +39+1.1% | Added |
| Beverly Hills Private Wealth, LLC | 3,485 | $534.5K | 0.10% | −319−8.4% | Reduced |
| HB Wealth Management, LLC | 3,483 | $534.2K | 0.00% | −342−8.9% | Reduced |
| Texas Yale Capital Corp. | 3,445 | $528.4K | 0.02% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 3,405 | $522.2K | 0.03% | +10.0% | Added |
| Aspen Grove Capital, LLC | 3,391 | $520.1K | 0.09% | +8+0.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,365 | $516.1K | 0.04% | +223+7.1% | Added |
| Fifth Third Wealth Advisors LLC | 3,357 | $514.9K | 0.02% | −222−6.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,313 | $508.2K | 0.00% | −46−1.4% | Reduced |
| Waterloo Capital, L.P. | 3,302 | $506.4K | 0.04% | +64+2.0% | Added |
| Bessemer Group Inc | 3,294 | $505.0K | 0.00% | −10.0% | Reduced |
| Laurion Capital Management LP | 3,268 | $501.2K | 0.06% | +3,268 | New |
| Atlanta Consulting Group Advisors, LLC | 3,241 | $497.0K | 0.14% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 3,239 | $496.8K | 0.01% | +3,239 | New |
| Tectonic Advisors LLC | 3,199 | $490.6K | 0.03% | +80+2.6% | Added |
| Dock Street Asset Management Inc | 3,196 | $490.2K | 0.05% | 00.0% | Unchanged |