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 |
|---|---|---|---|---|---|
| ASR Vermogensbeheer N.V. | 3,169 | $486.0K | 0.01% | +185+6.2% | Added |
| Vise Technologies, Inc. | 3,142 | $481.9K | 0.02% | +3,142 | New |
| Wealthcare Advisory Partners LLC | 3,133 | $480.5K | 0.01% | −650−17.2% | Reduced |
| Shulman DeMeo Asset Management LLC | 3,126 | $479.4K | 0.12% | −13−0.4% | Reduced |
| Venturi Wealth Management, LLC | 3,101 | $475.6K | 0.02% | −217−6.5% | Reduced |
| Horizon Investments, LLC | 3,096 | $473.3K | 0.01% | +450+17.0% | Added |
| Novak & Powell Financial Services, Inc. | 3,073 | $471.3K | 0.33% | 00.0% | Unchanged |
| Greenleaf Trust | 3,052 | $468.1K | 0.00% | +318+11.6% | Added |
| Quad-Cities Investment Group, LLC | 3,045 | $467.1K | 0.21% | +10+0.3% | Added |
| Rehmann Capital Advisory Group | 3,036 | $465.7K | 0.03% | +380+14.3% | Added |
| Brighton Jones LLC | 3,031 | $464.9K | 0.01% | +169+5.9% | Added |
| Kestra Private Wealth Services, LLC | 2,993 | $459.0K | 0.01% | +27+0.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 2,972 | $456.0K | 0.00% | +594+25.0% | Added |
| Prospera Financial Services Inc | 2,927 | $448.9K | 0.01% | +19+0.7% | Added |
| TownSquare Capital, LLC | 2,920 | $447.8K | 0.04% | −19,383−86.9% | Reduced |
| Wolverine Trading, LLC | 2,920 | $447.4K | 0.01% | −1,467−33.4% | Reduced |
| Kingsview Wealth Management, LLC | 2,893 | $443.8K | 0.01% | +2,893 | New |
| Collective Family Office LLC | 2,888 | $442.9K | 0.11% | +38+1.3% | Added |
| Level Four Advisory Services, LLC | 2,880 | $441.7K | 0.02% | +67+2.4% | Added |
| Bayforest Capital Ltd | 2,857 | $438.2K | 0.19% | −2,103−42.4% | Reduced |
| Canada Post Corp Registered Pension Plan | 2,853 | $437.6K | 0.03% | +2,853 | New |
| Great Lakes Retirement, Inc. | 2,830 | $434.0K | 0.05% | −224−7.3% | Reduced |
| Argus Investors' Counsel, Inc. | 2,830 | $434.0K | 0.31% | −189−6.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,773 | $425.3K | 0.03% | +71+2.6% | Added |
| Phillips Wealth Planners LLC | 2,690 | $424.0K | 0.38% | +9+0.3% | Added |
| Stonebrook Private Inc. | 2,760 | $423.3K | 0.10% | +145+5.5% | Added |
| MTM Investment Management, LLC | 2,752 | $422.1K | 0.14% | 00.0% | Unchanged |
| FORM Wealth Advisors, LLC | 2,737 | $419.7K | 0.05% | +10+0.4% | Added |
| Vontobel Holding Ltd. | 2,730 | $418.7K | 0.00% | −19−0.7% | Reduced |
| Wetherby Asset Management Inc | 2,726 | $418.1K | 0.02% | +2,726 | New |
| Ballentine Partners, LLC | 2,718 | $416.9K | 0.01% | +310+12.9% | Added |
| Jefferies Financial Group Inc. | 2,692 | $412.9K | 0.01% | −15,925−85.5% | Reduced |
| Huntington National Bank | 2,686 | $412.0K | 0.00% | −344−11.4% | Reduced |
| Agate Pass Investment Management, LLC | 2,682 | $411.3K | 0.17% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 2,644 | $405.7K | 0.16% | −140−5.0% | Reduced |
| Callan Family Office, LLC | 2,614 | $400.9K | 0.01% | +2,614 | New |
| IFP Advisors, Inc | 2,258 | $396.8K | 0.01% | −58−2.5% | Reduced |
| Blue Chip Partners, Inc. | 2,585 | $396.5K | 0.03% | +20+0.8% | Added |
| Checchi Capital Advisers, LLC | 2,584 | $396.3K | 0.03% | −128−4.7% | Reduced |
| Catalyst Capital Advisors LLC | 2,560 | $392.6K | 0.01% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 2,550 | $391.1K | 0.07% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,545 | $390.3K | 0.10% | +196+8.3% | Added |
| Syon Capital LLC | 2,539 | $389.4K | 0.03% | +366+16.8% | Added |
| Summit Trail Advisors, LLC | 2,529 | $387.9K | 0.01% | +2,529 | New |
| Smartleaf Asset Management LLC | 2,516 | $385.5K | 0.03% | −488−16.2% | Reduced |
| Clarus Group, Inc. | 2,500 | $383.4K | 0.14% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 2,497 | $383.0K | 0.03% | +127+5.4% | Added |
| First United Bank Trust | 2,490 | $381.9K | 0.13% | +1,435+136.0% | Added |
| Versor Investments LP | 2,476 | $379.7K | 0.07% | +2,476 | New |
| Ostrum Asset Management | 2,470 | $378.8K | 0.02% | −71−2.8% | Reduced |
| Qtron Investments LLC | 2,454 | $376.4K | 0.05% | −4,486−64.6% | Reduced |
| Evercore Wealth Management, LLC | 2,428 | $372.4K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 2,423 | $371.8K | 0.13% | +10+0.4% | Added |
| denkapparat Operations GmbH | 2,416 | $370.5K | 0.30% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,413 | $370.1K | 0.01% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 2,410 | $369.6K | 0.30% | −10.0% | Reduced |
| Westpac Banking Corp | 2,406 | $369.0K | 0.02% | −291−10.8% | Reduced |
| Drive Wealth Management, LLC | 2,400 | $368.1K | 0.08% | −53−2.2% | Reduced |
| Sagespring Wealth Partners, LLC | 2,400 | $368.1K | 0.01% | +467+24.2% | Added |
| Portside Wealth Group, LLC | 2,372 | $363.8K | 0.05% | −97−3.9% | Reduced |
| DRW Securities, LLC | 2,352 | $360.7K | 0.03% | +2,352 | New |
| Profund Advisors LLC | 2,351 | $360.6K | 0.01% | −241−9.3% | Reduced |
| Harbor Investment Advisory, LLC | 2,317 | $355.4K | 0.03% | 00.0% | Unchanged |
| Horizon Advisory Services, Inc. | 2,285 | $350.4K | 0.19% | +13+0.6% | Added |
| Qsemble Capital Management, LP | 2,274 | $348.8K | 0.03% | +2,274 | New |
| Exchange Traded Concepts, LLC | 2,271 | $348.3K | 0.00% | −1,942−46.1% | Reduced |
| Flagship Harbor Advisors, LLC | 2,270 | $348.1K | 0.02% | +11+0.5% | Added |
| Brown Advisory Inc | 2,268 | $347.9K | 0.00% | +298+15.1% | Added |
| Alliance Wealth Advisors, LLC | 2,240 | $343.5K | 0.08% | −88−3.8% | Reduced |
| Diversify Advisory Services, LLC | 2,021 | $340.3K | 0.01% | +2,021 | New |
| Arbor Investment Advisors, LLC | 2,183 | $334.8K | 0.04% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 2,143 | $328.6K | 0.02% | +94+4.6% | Added |
| Snowden Capital Advisors LLC | 2,140 | $328.2K | 0.01% | −769−26.4% | Reduced |
| Essex Financial Services, Inc. | 2,122 | $325.4K | 0.02% | +204+10.6% | Added |
| Trust Asset Management LLC | 2,119 | $325.0K | 0.02% | 00.0% | Unchanged |
| Everence Capital Management Inc | 2,080 | $319.0K | 0.02% | −1,290−38.3% | Reduced |
| Revolve Wealth Partners, LLC | 2,072 | $317.8K | 0.04% | −9−0.4% | Reduced |
| Cresset Asset Management, LLC | 2,047 | $313.9K | 0.00% | +2,047 | New |
| Confluence Wealth Services, Inc. | 2,023 | $310.2K | 0.02% | −2,435−54.6% | Reduced |
| Principle Wealth Partners LLC | 2,005 | $307.5K | 0.02% | +5+0.3% | Added |
| Integrated Investment Consultants, LLC | 2,001 | $306.9K | 0.06% | +2,001 | New |
| EP Wealth Advisors, LLC | 1,971 | $302.2K | 0.00% | +465+30.9% | Added |
| Allred Capital Management, LLC | 1,962 | $301.0K | 0.11% | +28+1.4% | Added |
| Berry Wealth Group, LP | 1,961 | $300.7K | 0.21% | −143−6.8% | Reduced |
| Synovus Financial Corp | 1,955 | $299.9K | 0.00% | −1,936−49.8% | Reduced |
| Buckingham Strategic Partners | 1,944 | $298.0K | 0.00% | +355+22.3% | Added |
| CX Institutional | 1,934 | $297.0K | 0.01% | −282−12.7% | Reduced |
| Mather Group, LLC. | 1,918 | $294.1K | 0.00% | +38+2.0% | Added |
| Morningstar Investment Management LLC | 1,912 | $293.0K | 0.03% | +1,912 | New |
| National Asset Management, Inc. | 1,901 | $291.6K | 0.01% | −814−30.0% | Reduced |
| Novare Capital Management LLC | 1,884 | $288.9K | 0.02% | +4+0.2% | Added |
| Valeo Financial Advisors, LLC | 1,863 | $285.8K | 0.01% | +7+0.4% | Added |
| Dynamic Advisor Solutions LLC | 1,852 | $284.1K | 0.01% | −205−10.0% | Reduced |
| Cigna Investments Inc | 1,850 | $284.0K | 0.05% | −194−9.5% | Reduced |
| Southeast Asset Advisors Inc. | 1,846 | $283.1K | 0.03% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 1,733 | $282.5K | 0.00% | −1−0.1% | Reduced |
| Catalytic Wealth RIA, LLC | 1,829 | $280.5K | 0.02% | +1,829 | New |
| MBB Public Markets I LLC | 1,813 | $278.1K | 0.03% | −413−18.6% | Reduced |
| First Bank & Trust | 1,807 | $277.1K | 0.05% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,806 | $277.0K | 0.10% | 00.0% | Unchanged |