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, Q3 2025
Institutional positions in Raymond James Financial Inc as of Sep 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
- 894
- +50 vs. Q2 2025
- Shares held
- 150.9M
- −1.52M (−1.0%) vs. Q2 2025
- Total value
- $26.0B
- +$2.67B (+11.4%) vs. Q2 2025
- New holders
- 104
- 297 more added
- Sold out
- 54
- 322 more reduced
13 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Raymond James Financial Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 21,883,139 | $3.78B | 0.06% | −315,555−1.4% | Reduced |
| BlackRock, Inc. | 14,549,563 | $2.51B | 0.04% | −429,798−2.9% | Reduced |
| Primecap Management Co | 9,646,282 | $1.66B | 1.28% | −367,570−3.7% | Reduced |
| Wellington Management Group LLP | 9,018,292 | $1.56B | 0.27% | −550,333−5.8% | Reduced |
| State Street Corp | 8,032,171 | $1.39B | 0.05% | −143,086−1.8% | Reduced |
| JPMorgan Chase & Co | 5,847,869 | $1.01B | 0.06% | +230,871+4.1% | Added |
| FMR LLC | 5,785,627 | $998.6M | 0.05% | −300,192−4.9% | Reduced |
| Geode Capital Management, LLC | 4,561,877 | $784.0M | 0.05% | −35,291−0.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,643,236 | $628.8M | 0.38% | −539,509−12.9% | Reduced |
| Victory Capital Management Inc | 2,764,001 | $477.1M | 0.30% | −75,372−2.7% | Reduced |
| Morgan Stanley | 2,670,096 | $460.9M | 0.03% | +421,357+18.7% | Added |
| First Trust Advisors LP | 2,597,519 | $448.3M | 0.33% | +111,950+4.5% | Added |
| Earnest Partners LLC | 2,471,824 | $426.6M | 1.85% | −8,911−0.4% | Reduced |
| Dimensional Fund Advisors LP | 2,357,328 | $406.9M | 0.09% | +227,337+10.7% | Added |
| Invesco Ltd. | 2,083,748 | $359.7M | 0.06% | −57,424−2.7% | Reduced |
| Northern Trust Corp | 2,056,105 | $354.9M | 0.05% | −46,072−2.2% | Reduced |
| Massachusetts Financial Services Co | 2,007,355 | $346.5M | 0.11% | −399,394−16.6% | Reduced |
| Bank of America Corp | 1,997,480 | $344.8M | 0.03% | −291,230−12.7% | Reduced |
| Goldman Sachs Group Inc | 1,912,163 | $330.0M | 0.05% | +88,517+4.9% | Added |
| UBS Asset Management Americas Inc | 1,452,018 | $250.6M | 0.05% | −383,954−20.9% | Reduced |
| Millennium Management LLC | 1,406,856 | $242.8M | 0.19% | +1,334,567+1,846.2% | Added |
| HSBC Holdings PLC | 1,300,452 | $224.5M | 0.13% | +329,100+33.9% | Added |
| Legal & General Group Plc | 1,251,403 | $216.0M | 0.05% | −4,213−0.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,088,537 | $187.9M | 0.03% | −18,301−1.7% | Reduced |
| Harfst & Associates, Inc. | 1,030,937 | $177.9M | 32.82% | −6,518−0.6% | Reduced |
| Bank of New York Mellon Corp | 984,832 | $170.0M | 0.03% | −12,025−1.2% | Reduced |
| SEI Investments Co | 932,602 | $161.0M | 0.17% | +25,018+2.8% | Added |
| Mercer Global Advisors Inc | 897,019 | $154.8M | 0.26% | −151,732−14.5% | Reduced |
| AQR Capital Management LLC | 783,144 | $135.2M | 0.09% | +242,552+44.9% | Added |
| Raymond James Financial Inc | 750,933 | $129.6M | 0.04% | −14,641−1.9% | Reduced |
| Nuveen, LLC | 741,647 | $128.0M | 0.03% | −31,100−4.0% | Reduced |
| Prudential Financial Inc | 670,337 | $115.7M | 0.14% | +168,044+33.5% | Added |
| Congress Asset Management Co | 639,090 | $110.3M | 0.73% | −101,863−13.7% | Reduced |
| Envestnet Asset Management Inc | 618,929 | $106.8M | 0.03% | −37,336−5.7% | Reduced |
| UBS Group AG | 614,078 | $106.0M | 0.02% | −27,398−4.3% | Reduced |
| Franklin Resources Inc | 606,732 | $104.7M | 0.03% | −49,487−7.5% | Reduced |
| Barclays PLC | 597,679 | $103.2M | 0.04% | −122,574−17.0% | Reduced |
| Deutsche Bank AG | 597,226 | $103.1M | 0.03% | +10,626+1.8% | Added |
| The PNC Financial Services Group, Inc. | 581,418 | $100.4M | 0.06% | −3,340−0.6% | Reduced |
| Principal Financial Group Inc | 575,952 | $99.4M | 0.05% | −28,121−4.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 470,732 | $81.2M | 0.05% | −11,653−2.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 466,925 | $80.6M | 0.15% | +348,782+295.2% | Added |
| Ameriprise Financial Inc | 437,816 | $75.6M | 0.02% | −131,234−23.1% | Reduced |
| Silvercrest Asset Management Group LLC | 421,058 | $72.7M | 0.48% | +26,113+6.6% | Added |
| BNP Paribas Arbitrage, SA | 408,221 | $70.5M | 0.05% | −8,754−2.1% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 404,755 | $69.9M | 1.75% | +404,755 | New |
| Sterling Capital Management LLC | 381,254 | $65.8M | 0.96% | −29,016−7.1% | Reduced |
| Palisade Capital Management LLC | 378,059 | $65.3M | 1.77% | +2,500+0.7% | Added |
| Price T Rowe Associates Inc | 377,152 | $65.1M | 0.01% | +69,907+22.8% | Added |
| Citigroup Inc | 375,569 | $64.8M | 0.04% | +7,558+2.1% | Added |
| Alliancebernstein L.P. | 374,179 | $64.6M | 0.02% | +90,294+31.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 372,074 | $64.2M | 0.05% | +16,915+4.8% | Added |
| Wells Fargo & Company | 369,168 | $63.7M | 0.01% | −45,239−10.9% | Reduced |
| Fisher Asset Management, LLC | 367,253 | $63.4M | 0.02% | −120,948−24.8% | Reduced |
| Rhumbline Advisers | 356,206 | $61.5M | 0.05% | −4,720−1.3% | Reduced |
| Amundi | 357,760 | $60.0M | 0.02% | −34,210−8.7% | Reduced |
| California Public Employees Retirement System | 341,202 | $58.9M | 0.04% | −1,792−0.5% | Reduced |
| New York State Common Retirement Fund | 325,183 | $56.1M | 0.07% | +591+0.2% | Added |
| TD Asset Management Inc | 324,038 | $55.9M | 0.05% | −53,350−14.1% | Reduced |
| Canada Pension Plan Investment Board | 323,846 | $55.9M | 0.04% | +93,536+40.6% | Added |
| Natixis Advisors, L.P. | 315,859 | $54.5M | 0.08% | +36,191+12.9% | Added |
| Qube Research & Technologies Ltd | 299,193 | $51.6M | 0.07% | −221,682−42.6% | Reduced |
| Iat Reinsurance Co Ltd. | 298,125 | $51.5M | 10.84% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 298,088 | $51.4M | 0.67% | +5,822+2.0% | Added |
| Bank of Montreal | 291,348 | $50.3M | 0.02% | +10,274+3.7% | Added |
| Balyasny Asset Management LLC | 288,583 | $49.8M | 0.10% | +284,941+7,823.8% | Added |
| Clearbridge Investments, LLC | 287,920 | $49.7M | 0.04% | +42,257+17.2% | Added |
| American Century Companies Inc | 284,620 | $49.1M | 0.02% | −403,785−58.7% | Reduced |
| National Pension Service | 280,805 | $48.5M | 0.04% | +4,488+1.6% | Added |
| Ceredex Value Advisors LLC | 280,137 | $48.4M | 1.12% | −4,744−1.7% | Reduced |
| Davis Asset Management, L.P. | 270,000 | $46.6M | 1.66% | 00.0% | Unchanged |
| California State Teachers Retirement System | 267,652 | $46.2M | 0.05% | −9,771−3.5% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 264,368 | $45.6M | 2.28% | −20,501−7.2% | Reduced |
| Premier Fund Managers Ltd | 251,452 | $44.4M | 1.82% | −276,848−52.4% | Reduced |
| Royal Bank of Canada | 243,704 | $42.1M | 0.01% | +32,646+15.5% | Added |
| Baird Financial Group, Inc. | 225,041 | $38.8M | 0.06% | −61,369−21.4% | Reduced |
| Macquarie Group Ltd | 224,991 | $38.8M | 0.05% | −7,380−3.2% | Reduced |
| Jane Street Group, LLC | 210,377 | $36.3M | 0.04% | +210,377 | New |
| Schroder Investment Management Group | 204,063 | $36.0M | 0.03% | +9,238+4.7% | Added |
| New York State Teachers Retirement System | 182,880 | $31.6M | 0.06% | −18,751−9.3% | Reduced |
| Truist Financial Corp | 179,024 | $30.9M | 0.04% | −8,256−4.4% | Reduced |
| Korea Investment CORP | 172,676 | $29.8M | 0.06% | +57,584+50.0% | Added |
| Illinois Municipal Retirement Fund | 170,710 | $29.5M | 0.38% | +779+0.5% | Added |
| State Board of Administration of Florida Retirement System | 170,267 | $29.4M | 0.05% | −13,565−7.4% | Reduced |
| Great West Life Assurance Co | 164,655 | $29.1M | 0.04% | +3,394+2.1% | Added |
| APG Asset Management N.V. | 190,493 | $28.0M | 0.08% | 00.0% | Unchanged |
| Citadel Advisors LLC | 157,339 | $27.2M | 0.02% | +152,179+2,949.2% | Added |
| Aviva PLC | 155,479 | $26.8M | 0.05% | +6,627+4.5% | Added |
| Nicholas Company, Inc. | 154,805 | $26.7M | 0.45% | −6,755−4.2% | Reduced |
| FIL Ltd | 153,347 | $26.5M | 0.02% | −13,521−8.1% | Reduced |
| Danske Bank A/S | 147,561 | $25.5M | 0.06% | +12,283+9.1% | Added |
| Gillespie Robinson & Grimm Inc | 144,628 | $25.0M | 1.75% | −13,078−8.3% | Reduced |
| Two Sigma Investments, LP | 142,144 | $24.5M | 0.04% | +114,806+420.0% | Added |
| Philo Smith Capital Corp | 132,750 | $22.9M | 6.37% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 131,747 | $22.7M | 0.05% | −2,111−1.6% | Reduced |
| State of Wisconsin Investment Board | 124,927 | $21.6M | 0.05% | −15,026−10.7% | Reduced |
| Russell Investments Group, Ltd. | 123,721 | $21.4M | 0.02% | +1,751+1.4% | Added |
| Pinnacle Associates Ltd | 123,575 | $21.3M | 0.28% | −10,211−7.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 123,501 | $21.3M | 0.05% | +50,417+69.0% | Added |
| Pictet Asset Management Holding SA | 122,328 | $21.1M | 0.02% | −18,940−13.4% | Reduced |