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.
Q3 2025 vs. Q2 2025
How the institutions holding Raymond James Financial Inc changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Of which not filed for Q3 2025 | Q3 2025 | Change |
|---|---|---|---|---|
| Holders | 857 | 13 | 894 | +50 |
| Shares | 155.3M | 2.87M | 150.9M | −1.52M (−1.0%) |
| Value | $23.8B | $439.6M | $26.0B | +$2.67B (+11.4%) |
13 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (104)
Institutions that held Raymond James Financial Inc at the end of Q3 2025 but not at the end of Q2 2025.
Showing the largest 100 of 104 by value.
Sold out (54)
Institutions that held Raymond James Financial Inc at the end of Q2 2025 and filed for Q3 2025 without it.
Not filed for Q3 2025 yet (13)
Institutions that held Raymond James Financial Inc at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Norges Bank | 2,311,050 | $354.4M |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 379,000 | $58.1M |
| Congress Wealth Management LLC | 89,696 | $13.8M |
| NBW Capital LLC | 26,801 | $4.11M |
| CIBC World Markets Corp | 23,395 | $3.59M |
| Avantax Advisory Services, Inc. | 17,634 | $2.70M |
| Montag & Caldwell, LLC | 10,426 | $1.60M |
| FORM Wealth Advisors, LLC | 2,737 | $419.7K |
| EP Wealth Advisors, LLC | 1,971 | $302.2K |
| Graypoint LLC | 1,343 | $206.0K |
| Sebold Capital Management, Inc. | 1,323 | $202.9K |
| First Horizon Advisors, Inc. | 1,109 | $170.1K |
| Parkworth Wealth Management, Inc. | 7 | $1.07K |