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 |
|---|---|---|---|---|---|
| Abc Arbitrage SA | 1,798 | $275.8K | 0.03% | −1,327−42.5% | Reduced |
| Central Trust Co | 1,787 | $274.1K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 1,773 | $272.0K | 0.00% | +1,773 | New |
| Dynasty Wealth Management, LLC | 1,771 | $271.7K | 0.00% | −246−12.2% | Reduced |
| Jump Financial, LLC | 1,748 | $268.1K | 0.00% | −60,720−97.2% | Reduced |
| HighPoint Advisor Group LLC | 1,737 | $266.4K | 0.01% | −53−3.0% | Reduced |
| Principal Securities, Inc. | 1,735 | $266.1K | 0.00% | −357−17.1% | Reduced |
| Private Advisor Group, LLC | 1,731 | $265.5K | 0.00% | +1,731 | New |
| Berkshire Asset Management LLC | 1,729 | $265.2K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 1,726 | $264.8K | 0.01% | −132−7.1% | Reduced |
| Great Lakes Advisors, LLC | 1,720 | $263.8K | 0.00% | +92+5.7% | Added |
| Ameritas Investment Partners, Inc. | 1,714 | $262.9K | 0.01% | −69−3.9% | Reduced |
| Archer Investment Corp | 1,695 | $260.0K | 0.06% | +1,695 | New |
| Central Bank & Trust Co | 1,690 | $259.2K | 0.04% | −26−1.5% | Reduced |
| Edmp, Inc. | 1,662 | $254.9K | 0.22% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,651 | $253.2K | 0.01% | −732−30.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,647 | $252.6K | 0.00% | +1,647 | New |
| Kohmann Bosshard Financial Services, LLC | 1,638 | $251.2K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,619 | $248.3K | 0.04% | −1,122−40.9% | Reduced |
| Aspire Growth Partners LLC | 1,613 | $247.4K | 0.20% | 00.0% | Unchanged |
| David Loasby | 1,516 | $247.2K | 0.02% | +1,516 | New |
| Evergreen Capital Management LLC | 1,609 | $246.8K | 0.01% | +51+3.3% | Added |
| Patton Fund Management, Inc. | 1,602 | $245.7K | 0.05% | +1,602 | New |
| Boothbay Fund Management, LLC | 1,600 | $245.4K | 0.01% | −3,813−70.4% | Reduced |
| Gitterman Wealth Management, LLC | 1,596 | $244.8K | 0.06% | +1,596 | New |
| Carson Advisory Inc. | 1,586 | $243.2K | 0.15% | 00.0% | Unchanged |
| XTX Topco Ltd | 1,581 | $242.5K | 0.01% | −29,359−94.9% | Reduced |
| Pitcairn Co | 1,568 | $240.5K | 0.02% | −882−36.0% | Reduced |
| Lebenthal Global Advisors, LLC | 1,561 | $239.5K | 0.04% | +1,561 | New |
| Eldridge Investment Advisors, Inc. | 1,563 | $238.9K | 0.05% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 1,523 | $233.5K | 0.09% | −44−2.8% | Reduced |
| Winebrenner Capital Management LLC | 1,519 | $233.0K | 0.19% | −5−0.3% | Reduced |
| FSM Wealth Advisors, LLC | 1,476 | $232.2K | 0.04% | +1,476 | New |
| Dorsey & Whitney Trust CO LLC | 1,509 | $231.4K | 0.01% | +55+3.8% | Added |
| Deane Retirement Strategies, Inc. | 1,507 | $231.1K | 0.10% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,368 | $228.7K | 0.00% | +1,368 | New |
| Perigon Wealth Management, LLC | 1,447 | $222.0K | 0.01% | +1,447 | New |
| Kooman & Associates | 1,447 | $221.9K | 0.07% | +5+0.3% | Added |
| Quest Partners LLC | 1,432 | $219.6K | 0.02% | −10,772−88.3% | Reduced |
| Oak Harbor Wealth Partners, LLC | 1,430 | $219.3K | 0.06% | +1,430 | New |
| Inscription Capital, LLC | 1,428 | $219.0K | 0.03% | +1,428 | New |
| Moseley Investment Management Inc | 1,425 | $218.6K | 0.08% | +1,425 | New |
| Atomi Financial Group, Inc. | 1,418 | $217.4K | 0.01% | +1,418 | New |
| Cohen & Steers, Inc. | 1,400 | $215.0K | 0.00% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 1,400 | $214.7K | 0.19% | +1,400 | New |
| Market Street Wealth Management Advisors LLC | 1,390 | $213.2K | 0.03% | +1,390 | New |
| Lido Advisors, LLC | 1,383 | $212.1K | 0.00% | +1,383 | New |
| WSFS Capital Management, LLC | 1,380 | $211.7K | 0.01% | +1,380 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,379 | $211.5K | 0.03% | −125−8.3% | Reduced |
| Independent Financial Group, LLC | 1,367 | $209.7K | 0.01% | +1,367 | New |
| Journey Strategic Wealth LLC | 1,359 | $208.5K | 0.01% | +1,359 | New |
| Hamilton Capital Partners Inc. | 1,358 | $208.3K | 0.01% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 1,351 | $207.2K | 0.04% | +1,351 | New |
| Sax Wealth Advisors, LLC | 1,345 | $206.3K | 0.01% | +1,345 | New |
| Graypoint LLC | 1,343 | $206.0K | 0.01% | +1,343 | New |
| GTS Securities LLC | 1,334 | $204.6K | 0.01% | +1,334 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,332 | $204.2K | 0.01% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,326 | $203.3K | 0.04% | +1,326 | New |
| Sebold Capital Management, Inc. | 1,323 | $202.9K | 0.13% | +1,323 | New |
| Letson Investment Management, Inc. | 1,305 | $200.1K | 0.08% | +1,305 | New |
| EverSource Wealth Advisors, LLC | 1,184 | $181.6K | 0.01% | +685+137.3% | Added |
| Bruce G. Allen Investments, LLC | 1,132 | $173.6K | 0.13% | +25+2.3% | Added |
| Stephenson National Bank & Trust | 1,114 | $170.9K | 0.06% | −327−22.7% | Reduced |
| First Horizon Advisors, Inc. | 1,109 | $170.1K | 0.00% | −161−12.7% | Reduced |
| Park Place Capital Corp | 1,062 | $164.2K | 0.04% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 1,053 | $161.5K | 0.07% | +198+23.2% | Added |
| Farther Finance Advisors, LLC | 1,031 | $158.1K | 0.00% | +37+3.7% | Added |
| Penserra Capital Management LLC | 1,020 | $155.0K | 0.00% | +107+11.7% | Added |
| Umb Bank N A | 999 | $153.2K | 0.00% | −5,442−84.5% | Reduced |
| Kentucky Trust Co | 980 | $150.3K | 0.09% | 00.0% | Unchanged |
| Colonial Trust Co | 974 | $149.2K | 0.02% | +228+30.6% | Added |
| Caldwell Trust Co | 869 | $133.3K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 849 | $130.3K | 0.03% | +19+2.3% | Added |
| Allworth Financial LP | 826 | $126.7K | 0.00% | +81+10.9% | Added |
| Brown Brothers Harriman & Co | 817 | $125.3K | 0.00% | +191+30.5% | Added |
| Assetmark, Inc | 806 | $123.7K | 0.00% | +313+63.5% | Added |
| Ci Investments Inc. | 803 | $123.0K | 0.00% | +38+5.0% | Added |
| Federated Hermes, Inc. | 794 | $121.8K | 0.00% | −20−2.5% | Reduced |
| Massmutual Trust Co FSB | 764 | $117.2K | 0.00% | −24−3.0% | Reduced |
| DT Investment Partners, LLC | 719 | $110.3K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 717 | $110.0K | 0.03% | +20+2.9% | Added |
| Neo Ivy Capital Management | 702 | $107.3K | 0.03% | +702 | New |
| Parkside Financial Bank & Trust | 698 | $107.1K | 0.01% | +101+16.9% | Added |
| Larson Financial Group LLC | 698 | $107.0K | 0.00% | +373+114.8% | Added |
| Covestor Ltd | 646 | $100.0K | 0.06% | +104+19.2% | Added |
| Delta Asset Management LLC | 600 | $92.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 597 | $91.5K | 0.00% | +597 | New |
| Versant Capital Management, Inc | 592 | $90.8K | 0.01% | +401+209.9% | Added |
| Loomis Sayles & Co L P | 579 | $88.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 570 | $87.4K | 0.01% | +90+18.8% | Added |
| MAI Capital Management | 559 | $85.7K | 0.00% | +176+46.0% | Added |
| Sentry Investment Management LLC | 541 | $85.0K | 0.05% | 00.0% | Unchanged |
| Spire Wealth Management | 553 | $84.8K | 0.00% | +532+2,533.3% | Added |
| HM Payson & Co | 550 | $84.4K | 0.00% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 543 | $83.3K | 0.00% | +543 | New |
| Capital Advisors, Ltd. LLC | 531 | $81.0K | 0.01% | +5+1.0% | Added |
| Rothschild Investment LLC | 515 | $79.0K | 0.00% | +20+4.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 500 | $76.7K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 499 | $76.5K | 0.00% | +384+333.9% | Added |
| Cromwell Holdings LLC | 496 | $76.1K | 0.05% | +22+4.6% | Added |