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 |
|---|---|---|---|---|---|
| Strategic Wealth Partners, Ltd. | 53 | $9.15K | 0.00% | +53 | New |
| Richardson Capital Management LLC | 55 | $9.49K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 56 | $9.67K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 57 | $9.84K | 0.00% | +9+18.8% | Added |
| South State Corp. | 58 | $10.0K | 0.00% | −49−45.8% | Reduced |
| Pacific Center for Financial Services | 58 | $10.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 59 | $10.2K | 0.00% | −123−67.6% | Reduced |
| Financial Management Professionals, Inc. | 59 | $10.2K | 0.00% | +11+22.9% | Added |
| Key Financial Inc | 62 | $10.3K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 60 | $10.3K | 0.00% | +60 | New |
| Anchor Investment Management, LLC | 61 | $10.5K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 62 | $10.7K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 64 | $11.0K | 0.00% | +47+276.5% | Added |
| Solstein Capital, LLC | 74 | $12.8K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 74 | $12.8K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 75 | $12.9K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 75 | $12.9K | 0.00% | +3+4.2% | Added |
| Ritter Daniher Financial Advisory LLC | 81 | $14.0K | 0.00% | +81 | New |
| Duncker Streett & Co Inc | 82 | $14.2K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 86 | $14.8K | 0.00% | +6+7.5% | Added |
| Raiffeisen Bank International AG | 97 | $17.1K | 0.00% | −19−16.4% | Reduced |
| MV Capital Management, Inc. | 108 | $18.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 108 | $18.6K | 0.00% | +12+12.5% | Added |
| Prestige Wealth Management Group LLC | 111 | $19.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 117 | $20.2K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 120 | $20.7K | 0.01% | +120 | New |
| Smithfield Trust Co | 120 | $21.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 126 | $21.8K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 127 | $21.9K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 129 | $22.0K | 0.00% | +2+1.6% | Added |
| Whittier Trust Co of Nevada Inc | 132 | $22.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 129 | $22.3K | 0.01% | +3+2.4% | Added |
| Birchbrook, Inc. | 131 | $22.6K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 140 | $24.2K | 0.01% | +140 | New |
| Westside Investment Management, Inc. | 146 | $24.2K | 0.00% | +73+100.0% | Added |
| WPG Advisers, LLC | 142 | $24.5K | 0.02% | +11+8.4% | Added |
| Bell Investment Advisors, Inc | 144 | $24.9K | 0.00% | −14−8.9% | Reduced |
| Rossby Financial, LCC | 150 | $24.9K | 0.01% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 53 | $25.7K | 0.02% | −96−64.4% | Reduced |
| West Branch Capital LLC | 151 | $26.1K | 0.01% | +151 | New |
| Creative Financial Designs Inc | 165 | $28.5K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 169 | $29.2K | 0.00% | +19+12.7% | Added |
| Essential Partners LLC | 171 | $29.5K | 0.01% | +19+12.5% | Added |
| Valley National Advisers Inc | 174 | $30.0K | 0.00% | +2+1.2% | Added |
| Salomon & Ludwin, LLC | 187 | $31.2K | 0.00% | +187 | New |
| Quent Capital, LLC | 189 | $32.6K | 0.00% | +189 | New |
| Anfield Capital Management, LLC | 191 | $33.0K | 0.01% | +191 | New |
| Deseret Mutual Benefit Administrators | 192 | $33.1K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 199 | $33.2K | 0.00% | −235−54.1% | Reduced |
| Alpine Bank Wealth Management | 197 | $34.0K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 214 | $36.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 224 | $38.7K | 0.00% | −181−44.7% | Reduced |
| Princeton Global Asset Management LLC | 245 | $42.3K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 256 | $44.0K | 0.01% | +13+5.3% | Added |
| Future Financial Wealth Managment LLC | 259 | $44.7K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 270 | $46.6K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 285 | $49.2K | 0.01% | +181+174.0% | Added |
| TCTC Holdings, LLC | 287 | $49.5K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 289 | $49.9K | 0.00% | +289 | New |
| Moisand Fitzgerald Tamayo, LLC | 289 | $49.9K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 300 | $51.8K | 0.00% | −114−27.5% | Reduced |
| Operose Advisors LLC | 300 | $51.8K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 300 | $51.8K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 332 | $57.3K | 0.00% | −5−1.5% | Reduced |
| Alerus Financial NA | 363 | $62.7K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 369 | $64.0K | 0.01% | −3,181−89.6% | Reduced |
| TD Capital Management LLC | 376 | $64.9K | 0.01% | +1+0.3% | Added |
| Trust Co | 379 | $65.4K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 406 | $67.0K | 0.04% | −135−25.0% | Reduced |
| Zions Bancorporation, National Association | 395 | $68.2K | 0.00% | +22+5.9% | Added |
| Manchester Capital Management LLC | 399 | $68.9K | 0.01% | −4−1.0% | Reduced |
| Private Trust Co NA | 418 | $72.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 460 | $80.0K | 0.04% | −186−28.8% | Reduced |
| Resources Management Corp | 472 | $81.0K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 476 | $82.2K | 0.01% | +476 | New |
| Cromwell Holdings LLC | 496 | $85.6K | 0.05% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 500 | $86.3K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 512 | $88.4K | 0.06% | +19+3.9% | Added |
| Rothschild Investment LLC | 515 | $88.9K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 531 | $92.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 550 | $94.9K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 570 | $98.4K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 579 | $99.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 580 | $100.1K | 0.01% | −12−2.0% | Reduced |
| Delta Asset Management LLC | 600 | $103.6K | 0.01% | 00.0% | Unchanged |
| GGM Financials LLC | 618 | $106.6K | 0.05% | +618 | New |
| First Horizon Corp | 667 | $115.1K | 0.01% | +667 | New |
| Global Retirement Partners, LLC | 668 | $115.3K | 0.00% | +71+11.9% | Added |
| Parkside Financial Bank & Trust | 703 | $121.3K | 0.01% | +5+0.7% | Added |
| Addison Advisors LLC | 717 | $123.8K | 0.03% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 719 | $124.1K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 854 | $125.4K | 0.00% | +854 | New |
| Larson Financial Group LLC | 737 | $127.2K | 0.00% | +39+5.6% | Added |
| Federated Hermes, Inc. | 762 | $131.5K | 0.00% | −32−4.0% | Reduced |
| Walleye Capital LLC | 766 | $132.2K | 0.00% | +766 | New |
| Clear Street Markets LLC | 770 | $132.9K | 0.04% | +648+531.1% | Added |
| Massmutual Trust Co FSB | 771 | $133.1K | 0.00% | +7+0.9% | Added |
| Arlington Trust Co LLC | 846 | $146.0K | 0.03% | −3−0.4% | Reduced |
| Bayforest Capital Ltd | 875 | $151.0K | 0.07% | −1,982−69.4% | Reduced |
| Hamilton Capital Partners Inc. | 939 | $162.1K | 0.01% | −419−30.9% | Reduced |