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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, 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.

Institutional holdersQ3 2025: 894 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 heldQ3 2025: $26.0B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Raymond James Financial Inc; share changes are against Q2 2025.

Institutions holding RJF in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
New England Professional Planning Group Inc.45,051$00.00%+141+0.3%Added
DHJJ Financial Advisors, Ltd.0$200.00%0Unchanged
Y.D. More Investments Ltd144$750.00%−27−15.8%Reduced
IMA Wealth, Inc.1$1730.00%00.0%Unchanged
High Note Wealth, LLC1$1730.00%+1New
Dogwood Wealth Management LLC1$1730.00%+1New
Turning Point Benefit Group, Inc.2$3310.00%+2New
Private Wealth Asset Management, LLC2$3450.00%00.0%Unchanged
Davis Capital Management2$3450.00%+2New
American Capital Advisory, LLC2$3460.00%00.0%Unchanged
Cornerstone Planning Group LLC16$3600.00%−105−86.8%Reduced
Quest 10 Wealth Builders, Inc.3$4470.00%00.0%Unchanged
DecisionPoint Financial, LLC3$4980.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC3$5180.00%−31−91.2%Reduced
Grove Bank & Trust3$5180.00%00.0%Unchanged
Financial Consulate, Inc3$5180.00%+3New
Breakwater Investment Management3$5180.00%+3New
Winnow Wealth LLC3$5190.00%+3New
SOA Wealth Advisors, LLC.3$5500.00%00.0%Unchanged
WestEnd Advisors, LLC4$6900.00%00.0%Unchanged
Quaker Wealth Management, LLC4$6910.00%00.0%Unchanged
Redwood Park Advisors LLC4$6910.00%00.0%Unchanged
Seneschal Advisors, LLC4$6910.00%+4New
Strengthening Families & Communities, LLC4$6920.00%+4New
Rakuten Securities, Inc.5$8630.00%−1−16.7%Reduced
Hurley Capital, LLC5$8630.00%+5New
Capital Analysts, LLC8$1.00K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC6$1.04K0.00%00.0%Unchanged
Texas Capital Bancshares Inc6$1.04K0.00%+6New
North Capital, Inc.6$1.04K0.00%+6New
Highline Wealth Partners LLC7$1.21K0.00%00.0%Unchanged
HFM Investment Advisors, LLC7$1.21K0.00%+2+40.0%Added
Beaird Harris Wealth Management, LLC7$1.21K0.00%00.0%Unchanged
Proffitt & Goodson Inc9$1.55K0.00%+9New
Hughes Financial Services, LLC10$1.62K0.00%00.0%Unchanged
TFC Financial Management10$1.73K0.00%00.0%Unchanged
Binnacle Investments Inc10$1.73K0.00%00.0%Unchanged
Guerra Advisors Inc10$1.73K0.00%+10New
Valued Wealth Advisors LLC10$1.74K0.00%+2+25.0%Added
Tortoise Investment Management, LLC11$1.90K0.00%+3+37.5%Added
ZRC Wealth Management, LLC11$1.90K0.00%+11New
Brown, Lisle/Cummings, Inc.12$2.07K0.00%00.0%Unchanged
First Pacific Financial12$2.07K0.00%00.0%Unchanged
Rialto Wealth Management, LLC12$2.07K0.00%+3+33.3%Added
Clark Wealth Partners13$2.09K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC13$2.24K0.00%+2+18.2%Added
Morton Brown Family Wealth, LLC13$2.24K0.00%+13New
AdvisorNet Financial, Inc14$2.42K0.00%00.0%Unchanged
Crowley Wealth Management, Inc.14$2.42K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC14$2.42K0.00%+3+27.3%Added
Advanced Portfolio Management, LLC14$2.42K0.01%+14New
SJS Investment Consulting Inc.14$2.42K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd16$2.76K0.00%00.0%Unchanged
Avalon Trust Co16$2.76K0.00%+16New
Marquette Asset Management, LLC17$2.94K0.00%+17New
Dunhill Financial, LLC17$2.94K0.00%+1+6.3%Added
Jackson, Grant Investment Advisers, Inc.18$3.11K0.00%00.0%Unchanged
Webster Bank, N. A.19$3.28K0.00%00.0%Unchanged
Bogart Wealth, LLC19$3.28K0.00%+3+18.8%Added
Albion Financial Group19$3.28K0.00%00.0%Unchanged
Kilter Group LLC20$3.45K0.00%00.0%Unchanged
True Wealth Design, LLC20$3.45K0.00%+11+122.2%Added
CBIZ Investment Advisory Services, LLC22$3.80K0.00%+1+4.8%Added
Transamerica Financial Advisors, Inc.22$3.80K0.00%+22New
Spire Wealth Management22$3.83K0.00%−531−96.0%Reduced
Abound Wealth Management23$3.97K0.00%00.0%Unchanged
Wealth Watch Advisors, INC24$4.14K0.00%+24New
Westfuller Advisors, LLC26$4.43K0.00%+26New
ORG Partners LLC27$4.66K0.00%+15+125.0%Added
Raffa Wealth Management, LLC27$4.66K0.00%−97−78.2%Reduced
TD Waterhouse Canada Inc.30$4.98K0.00%00.0%Unchanged
Sofos Investments, Inc.29$5.03K0.00%+29New
Asset Dedication, LLC30$5.18K0.00%00.0%Unchanged
Steigerwald, Gordon & Koch Inc.30$5.18K0.00%+30New
DiNuzzo Private Wealth, Inc.31$5.25K0.00%00.0%Unchanged
CoreCap Advisors, LLC31$5.35K0.00%+3+10.7%Added
McIlrath & Eck, LLC34$5.81K0.00%00.0%Unchanged
Trust Co of Vermont34$5.87K0.00%00.0%Unchanged
PFS Partners, LLC34$5.89K0.00%00.0%Unchanged
Ogorek Anthony Joseph38$6.00K0.00%+1+2.7%Added
Harvest Fund Management Co., Ltd36$6.00K0.00%+27+300.0%Added
Cloud Capital Management, LLC36$6.00K0.00%+36New
Investors Research Corp35$6.04K0.00%00.0%Unchanged
South Plains Financial, Inc.36$6.21K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC38$6.56K0.00%−2,279−98.4%Reduced
Cranbrook Wealth Management, LLC38$6.56K0.00%00.0%Unchanged
Acima Private Wealth, LLC38$6.56K0.00%+38New
Howard Hughes Medical Institute39$6.73K0.00%00.0%Unchanged
Ossiam39$6.73K0.00%+16+69.6%Added
Sachetta, LLC39$6.73K0.00%+12+44.4%Added
Wolff Wiese Magana LLC40$6.90K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC43$7.42K0.00%−14−24.6%Reduced
Horizon Financial Services, LLC44$7.59K0.00%+34+340.0%Added
FSA Wealth Management LLC45$7.77K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC48$8.28K0.01%+3+6.7%Added
Montag A & Associates Inc49$8.46K0.00%+49New
UMA Financial Services, Inc.49$8.46K0.00%+49New
Newbridge Financial Services Group, Inc.50$8.63K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.51$8.88K0.00%+8+18.6%Added
Avion Wealth57$9.00K0.00%+12+26.7%Added