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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
Abound Wealth Management23$3.53K0.00%00.0%Unchanged
Ossiam23$3.53K0.00%−875−97.4%Reduced
CBIZ Investment Advisory Services, LLC21$3.22K0.00%−9−30.0%Reduced
Kilter Group LLC20$3.07K0.00%+20New
Eastern Bank20$3.07K0.00%−71−78.0%Reduced
Albion Financial Group19$2.92K0.00%00.0%Unchanged
Webster Bank, N. A.19$2.91K0.00%+19New
Sierra Ocean, LLC18$2.78K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.18$2.76K0.00%00.0%Unchanged
Geneos Wealth Management Inc.18$2.76K0.00%+9+100.0%Added
SBI Securities Co., Ltd.17$2.61K0.00%00.0%Unchanged
Dunhill Financial, LLC16$2.60K0.00%−1−5.9%Reduced
Bogart Wealth, LLC16$2.45K0.00%−3−15.8%Reduced
C M Bidwell & Associates Ltd16$2.45K0.00%00.0%Unchanged
SJS Investment Consulting Inc.14$2.15K0.00%−7−33.3%Reduced
Crowley Wealth Management, Inc.14$2.15K0.00%00.0%Unchanged
AdvisorNet Financial, Inc14$2.15K0.00%+6+75.0%Added
Clark Wealth Partners13$1.99K0.00%−39−75.0%Reduced
ORG Partners LLC12$1.85K0.00%+12New
First Pacific Financial12$1.84K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.12$1.84K0.00%00.0%Unchanged
Total Investment Management Inc12$1.84K0.00%+12New
Fuller & Thaler Asset Management, Inc.11$1.69K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC11$1.69K0.00%+5+83.3%Added
Bay Harbor Wealth Management, LLC11$1.69K0.00%+6+120.0%Added
Hughes Financial Services, LLC10$1.67K0.00%−10−50.0%Reduced
TFC Financial Management10$1.53K0.00%+1+11.1%Added
Horizon Financial Services, LLC10$1.53K0.00%+2+25.0%Added
Binnacle Investments Inc10$1.53K0.00%+10New
Rialto Wealth Management, LLC9$1.38K0.00%−5−35.7%Reduced
True Wealth Design, LLC9$1.38K0.00%+4+80.0%Added
Valued Wealth Advisors LLC8$1.24K0.00%00.0%Unchanged
Tortoise Investment Management, LLC8$1.23K0.00%+8New
Highline Wealth Partners LLC7$1.07K0.00%00.0%Unchanged
Parkworth Wealth Management, Inc.7$1.07K0.00%+2+40.0%Added
Beaird Harris Wealth Management, LLC7$1.07K0.00%+7New
Harvest Fund Management Co., Ltd9$1.00K0.00%−30−76.9%Reduced
Capital Analysts, LLC8$1.00K0.00%00.0%Unchanged
Rakuten Securities, Inc.6$9200.00%−2−25.0%Reduced
Financial Network Wealth Advisors LLC6$9200.00%00.0%Unchanged
HFM Investment Advisors, LLC5$7670.00%+3+150.0%Added
Redwood Park Advisors LLC4$6140.00%00.0%Unchanged
Quaker Wealth Management, LLC4$6140.00%+4New
Atticus Wealth Management, LLC4$6140.00%+4New
WestEnd Advisors, LLC4$6130.00%−2−33.3%Reduced
Transce3nd, LLC4$6130.00%00.0%Unchanged
SOA Wealth Advisors, LLC.3$4870.00%−31−91.2%Reduced
DecisionPoint Financial, LLC3$4640.00%+3New
Grove Bank & Trust3$4600.00%+3New
Quest 10 Wealth Builders, Inc.3$3970.00%00.0%Unchanged
American Capital Advisory, LLC2$3070.00%−5−71.4%Reduced
Private Wealth Asset Management, LLC2$3070.00%00.0%Unchanged
IMA Wealth, Inc.1$1530.00%+1New
Y.D. More Investments Ltd171$780.00%−92−35.0%Reduced
Atlantic Union Bankshares Corp0$510.00%0New
DHJJ Financial Advisors, Ltd.0$180.00%0Unchanged
Wood Tarver Financial Group, LLC3$00.00%00.0%Unchanged
Agf Management Ltd0$00.00%−1,621,549−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−295,812−100.0%Sold out
Renaissance Technologies LLC0$00.00%−192,437−100.0%Sold out
Bridgewater Associates, LP0$00.00%−118,153−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−70,900−100.0%Sold out
Jane Street Group, LLC0$00.00%−63,945−100.0%Sold out
Magnetar Financial LLC0$00.00%−56,969−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−44,105−100.0%Sold out
Moran Wealth Management, LLC0$00.00%−36,814−100.0%Sold out
Grantham, Mayo, Van Otterloo & Co. LLC0$00.00%−23,562−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−16,968−100.0%Sold out
Zacks Investment Management0$00.00%−18,082−100.0%Sold out
J. Safra Sarasin Holding AG0$00.00%−14,656−100.0%Sold out
La Banque Postale Asset Management SA0$00.00%−12,456−100.0%Sold out
Northwest & Ethical Investments L.P.0$00.00%−11,413−100.0%Sold out
Ashton Thomas Private Wealth, LLC0$00.00%−10,949−100.0%Sold out
Vinva Investment Management Ltd0$00.00%−9,939−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−9,700−100.0%Sold out
iA Global Asset Management Inc.0$00.00%−8,610−100.0%Sold out
WealthTrust Asset Management, LLC0$00.00%−8,452−100.0%Sold out
Cavalier Investments, LLC0$00.00%−8,137−100.0%Sold out
Cinctive Capital Management LP0$00.00%−8,052−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−7,696−100.0%Sold out
Machina Capital S.A.S.0$00.00%−7,568−100.0%Sold out
Simplex Trading, LLC0$00.00%−6,706−100.0%Sold out
Ieq Capital, LLC0$00.00%−6,670−100.0%Sold out
Farringdon Capital, Ltd.0$00.00%−5,849−100.0%Sold out
Nomura Holdings Inc0$00.00%−5,830−100.0%Sold out
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund0$00.00%−5,500−100.0%Sold out
Scientech Research LLC0$00.00%−5,430−100.0%Sold out
Centiva Capital, LP0$00.00%−5,186−100.0%Sold out
United Services Automobile Association0$00.00%−4,353−100.0%Sold out
Williams Jones Wealth Management, LLC.0$00.00%−4,000−100.0%Sold out
MQS Management LLC0$00.00%−3,791−100.0%Sold out
Impact Partnership Wealth, LLC0$00.00%−3,719−100.0%Sold out
Group One Trading, L.P.0$00.00%−3,683−100.0%Sold out
New Wave Wealth Advisors LLC0$00.00%−3,518−100.0%Sold out
Red Door Wealth Management, LLC0$00.00%−3,264−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−3,084−100.0%Sold out
Oak Thistle LLC0$00.00%−2,995−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−2,900−100.0%Sold out
Meiji Yasuda Asset Management Co Ltd.0$00.00%−2,899−100.0%Sold out
Quadrature Capital Ltd0$00.00%−2,670−100.0%Sold out