Skip to main content

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.

Institutional holdersQ2 2025: 857 institutions
Q1 2021: 552 institutionsQ2 2021: 565 institutionsQ3 2021: 583 institutionsQ4 2021: 638 institutionsQ1 2022: 664 institutionsQ2 2022: 657 institutionsQ3 2022: 666 institutionsQ4 2022: 701 institutionsQ1 2023: 664 institutionsQ2 2023: 644 institutionsQ3 2023: 658 institutionsQ4 2023: 720 institutionsQ1 2024: 729 institutionsQ2 2024: 751 institutionsQ3 2024: 768 institutionsQ4 2024: 840 institutionsQ1 2025: 858 institutionsQ2 2025: 857 institutionsQ3 2025: 894 institutionsQ4 2025: 936 institutionsQ1 2026: 925 institutionsQ2 2026: 904 institutions
Value heldQ2 2025: $23.8B
Q1 2021: $12.3BQ2 2021: $13.2BQ3 2021: $14.0BQ4 2021: $15.5BQ1 2022: $17.3BQ2 2022: $14.3BQ3 2022: $16.1BQ4 2022: $17.5BQ1 2023: $14.8BQ2 2023: $16.5BQ3 2023: $15.7BQ4 2023: $17.4BQ1 2024: $19.9BQ2 2024: $18.9BQ3 2024: $19.1BQ4 2024: $23.9BQ1 2025: $21.8BQ2 2025: $23.8BQ3 2025: $26.0BQ4 2025: $24.6BQ1 2026: $22.0BQ2 2026: $23.1B
Institutions holding RJF and their total value by quarter
QuarterHoldersValue
Q2 2026904$23.1B
Q1 2026925$22.0B
Q4 2025936$24.6B
Q3 2025894$26.0B
Q2 2025857$23.8B
Q1 2025858$21.8B
Q4 2024840$23.9B
Q3 2024768$19.1B
Q2 2024751$18.9B
Q1 2024729$19.9B
Q4 2023720$17.4B
Q3 2023658$15.7B
Q2 2023644$16.5B
Q1 2023664$14.8B
Q4 2022701$17.5B
Q3 2022666$16.1B
Q2 2022657$14.3B
Q1 2022664$17.3B
Q4 2021638$15.5B
Q3 2021583$14.0B
Q2 2021565$13.2B
Q1 2021552$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.

Institutions holding RJF in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Onefund, LLC493$76.0K0.05%+493New
GeoWealth Management, LLC480$73.6K0.00%−34−6.6%Reduced
Resources Management Corp472$72.0K0.01%00.0%Unchanged
Whittier Trust Co434$66.6K0.00%00.0%Unchanged
State of Wyoming430$65.9K0.01%−4,371−91.0%Reduced
Private Trust Co NA418$64.1K0.01%+36+9.4%Added
Ameritas Advisory Services, LLC414$63.6K0.00%+414New
Clearstead Advisors, LLC405$62.1K0.00%+152+60.1%Added
Manchester Capital Management LLC403$61.8K0.01%+7+1.8%Added
South Dakota Investment Council400$61.0K0.00%+300+300.0%Added
Trust Co379$58.1K0.01%00.0%Unchanged
Plante Moran Financial Advisors, LLC375$57.5K0.00%00.0%Unchanged
TD Capital Management LLC375$57.5K0.01%+375New
Zions Bancorporation, National Association373$57.2K0.00%−60−13.9%Reduced
Alerus Financial NA363$55.7K0.00%+363New
TD Private Client Wealth LLC337$51.7K0.00%+108+47.2%Added
JFS Wealth Advisors, LLC300$46.0K0.00%−4−1.3%Reduced
Operose Advisors LLC300$46.0K0.01%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC289$44.3K0.01%00.0%Unchanged
TCTC Holdings, LLC287$44.0K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA270$41.4K0.01%00.0%Unchanged
Future Financial Wealth Managment LLC259$39.7K0.03%00.0%Unchanged
Riggs Asset Managment Co. Inc.250$38.3K0.01%00.0%Unchanged
Princeton Global Asset Management LLC245$37.6K0.01%+100+69.0%Added
Hemington Wealth Management243$37.0K0.01%+42+20.9%Added
Plato Investment Management Ltd217$33.2K0.00%00.0%Unchanged
Central Pacific Bank - Trust Division214$32.8K0.00%+31+16.9%Added
Alpine Bank Wealth Management197$30.2K0.00%00.0%Unchanged
Deseret Mutual Benefit Administrators192$29.4K0.01%00.0%Unchanged
Meeder Asset Management Inc182$27.9K0.00%+33+22.1%Added
Thurston, Springer, Miller, Herd & Titak, Inc.179$27.5K0.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.175$26.9K0.01%00.0%Unchanged
Valley National Advisers Inc172$26.0K0.00%−4−2.3%Reduced
Creative Financial Designs Inc165$25.3K0.00%−1−0.6%Reduced
Bell Investment Advisors, Inc158$24.2K0.00%+17+12.1%Added
Essential Partners LLC152$23.3K0.01%+152New
Johnson Financial Group, Inc.150$23.0K0.00%−746−83.3%Reduced
Rossby Financial, LCC150$23.0K0.01%00.0%Unchanged
Accredited Wealth Management, LLC149$22.9K0.02%00.0%Unchanged
ORG Wealth Partners, LLC142$22.0K0.01%−521−78.6%Reduced
Whittier Trust Co of Nevada Inc132$20.2K0.00%+116+725.0%Added
Cornerstone Planning Group LLC121$20.2K0.00%−24−16.6%Reduced
Birchbrook, Inc.131$20.1K0.01%00.0%Unchanged
WPG Advisers, LLC131$20.1K0.02%−30−18.6%Reduced
Fortitude Family Office, LLC127$19.5K0.01%+24+23.3%Added
Rise Advisors, LLC126$19.3K0.01%00.0%Unchanged
Raffa Wealth Management, LLC124$19.0K0.00%+97+359.3%Added
GW&K Investment Management, LLC127$19.0K0.00%+13+11.4%Added
NBC Securities, Inc.126$19.0K0.00%+126New
Clear Street Markets LLC122$18.7K0.01%−339−73.5%Reduced
Smithfield Trust Co120$18.0K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc117$17.9K0.00%−4−3.3%Reduced
Raiffeisen Bank International AG116$17.8K0.00%00.0%Unchanged
NewSquare Capital LLC112$17.2K0.00%+25+28.7%Added
Prestige Wealth Management Group LLC111$17.0K0.00%00.0%Unchanged
MV Capital Management, Inc.108$16.6K0.00%−3−2.7%Reduced
South State Corp.107$16.4K0.00%+3+2.9%Added
Atlantic Trust, LLC104$16.0K0.00%+104New
Harbour Investments, Inc.96$14.7K0.00%−30−23.8%Reduced
Duncker Streett & Co Inc82$12.6K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC80$12.3K0.00%+14+21.2%Added
Barnes Dennig Private Wealth Management LLC80$12.3K0.01%+80New
Golden State Wealth Management, LLC75$11.5K0.00%00.0%Unchanged
Creative Capital Management Investments LLC74$11.3K0.00%00.0%Unchanged
Solstein Capital, LLC74$11.3K0.01%+74New
Westside Investment Management, Inc.73$11.3K0.00%+73New
Activest Wealth Management72$11.0K0.00%+62+620.0%Added
Cullen/Frost Bankers, Inc.68$10.4K0.00%+68New
Key Financial Inc62$9.51K0.00%00.0%Unchanged
Private Wealth Management Group, LLC62$9.51K0.00%+1+1.6%Added
Anchor Investment Management, LLC61$9.36K0.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC54$9.09K0.00%+54New
Pacific Center for Financial Services58$8.90K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC57$8.74K0.00%+17+42.5%Added
Marshall & Sterling Wealth Advisors Inc.56$8.59K0.01%00.0%Unchanged
Richardson Capital Management LLC55$8.44K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.50$7.67K0.00%00.0%Unchanged
Aspect Partners, LLC48$7.36K0.00%00.0%Unchanged
Financial Management Professionals, Inc.48$7.36K0.00%+16+50.0%Added
Kestra Investment Management, LLC51$7.08K0.00%00.0%Unchanged
FSA Wealth Management LLC45$6.90K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC45$6.88K0.01%00.0%Unchanged
Washington Trust Advisors, Inc.43$6.64K0.00%+6+16.2%Added
Wolff Wiese Magana LLC40$6.13K0.00%−163−80.3%Reduced
Avion Wealth45$6.00K0.00%+12+36.4%Added
Howard Hughes Medical Institute39$5.98K0.00%+39New
Cranbrook Wealth Management, LLC38$5.83K0.00%00.0%Unchanged
South Plains Financial, Inc.36$5.52K0.00%00.0%Unchanged
Investors Research Corp35$5.37K0.00%00.0%Unchanged
Trust Co of Vermont34$5.21K0.00%−28−45.2%Reduced
Bartlett & Co. Wealth Management LLC34$5.21K0.00%+33+3,300.0%Added
PFS Partners, LLC34$5.21K0.00%+34New
McIlrath & Eck, LLC34$5.14K0.00%+1+3.0%Added
Ogorek Anthony Joseph37$5.00K0.00%+10+37.0%Added
DiNuzzo Private Wealth, Inc.31$4.75K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.30$4.64K0.00%−136−81.9%Reduced
Asset Dedication, LLC30$4.60K0.00%00.0%Unchanged
CoreCap Advisors, LLC28$4.29K0.00%+14+100.0%Added
Sachetta, LLC27$4.14K0.00%+10+58.8%Added
WealthTrak Capital Management LLC25$3.83K0.00%+10+66.7%Added