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 |
|---|---|---|---|---|---|
| Park Place Capital Corp | 944 | $162.9K | 0.03% | −118−11.1% | Reduced |
| Assetmark, Inc | 949 | $163.9K | 0.00% | +143+17.7% | Added |
| Colonial Trust Co | 974 | $168.1K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 977 | $168.7K | 0.00% | +151+18.3% | Added |
| Kentucky Trust Co | 980 | $169.1K | 0.09% | 00.0% | Unchanged |
| Umb Bank N A | 1,001 | $172.8K | 0.00% | +2+0.2% | Added |
| Penserra Capital Management LLC | 1,031 | $177.0K | 0.00% | +11+1.1% | Added |
| Ci Investments Inc. | 1,034 | $178.0K | 0.00% | +231+28.8% | Added |
| Capula Management Ltd | 1,062 | $183.3K | 0.00% | +1,062 | New |
| Stephenson National Bank & Trust | 1,072 | $185.0K | 0.06% | −42−3.8% | Reduced |
| Bruce G. Allen Investments, LLC | 1,106 | $190.9K | 0.14% | −26−2.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,132 | $195.4K | 0.01% | −200−15.0% | Reduced |
| Fiduciary Trust Co | 1,171 | $202.1K | 0.00% | +1,171 | New |
| Advyzon Investment Management, LLC | 1,176 | $203.0K | 0.03% | +1,176 | New |
| Tiemann Investment Advisors, LLC | 1,184 | $204.4K | 0.08% | +1,184 | New |
| Iowa State Bank | 1,187 | $204.9K | 0.04% | +1,187 | New |
| Stratos Wealth Partners, LTD. | 1,188 | $205.1K | 0.00% | +1,188 | New |
| Weiss Asset Management LP | 1,192 | $205.7K | 0.00% | +1,192 | New |
| Abn Amro Investment Solutions | 1,203 | $207.6K | 0.00% | +1,203 | New |
| Howard Capital Management Inc. | 1,209 | $208.7K | 0.00% | +1,209 | New |
| Heritage Wealth Management, Inc. | 1,212 | $209.2K | 0.06% | +1,212 | New |
| Turtle Creek Wealth Advisors, LLC | 1,243 | $214.5K | 0.02% | +1,243 | New |
| Caldwell Trust Co | 1,248 | $215.4K | 0.02% | +379+43.6% | Added |
| Janney Capital Management LLC | 1,250 | $216.0K | 0.01% | +1,250 | New |
| Miracle Mile Advisors, LLC | 1,282 | $221.3K | 0.00% | +1,282 | New |
| Farther Finance Advisors, LLC | 1,290 | $222.7K | 0.00% | +259+25.1% | Added |
| apricus wealth, LLC | 1,291 | $222.8K | 0.12% | +1,291 | New |
| EverSource Wealth Advisors, LLC | 1,303 | $224.9K | 0.01% | +119+10.1% | Added |
| Angeles Wealth Management, LLC | 1,303 | $224.9K | 0.01% | +1,303 | New |
| Letson Investment Management, Inc. | 1,305 | $225.2K | 0.08% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,317 | $227.3K | 0.04% | −9−0.7% | Reduced |
| Brown Brothers Harriman & Co | 1,331 | $229.7K | 0.00% | +514+62.9% | Added |
| Advisory Alpha, LLC | 1,386 | $230.7K | 0.01% | +1,386 | New |
| MAI Capital Management | 1,346 | $232.3K | 0.00% | +787+140.8% | Added |
| Sovereign Financial Group, Inc. | 1,354 | $233.7K | 0.04% | +3+0.2% | Added |
| Advisory Services Network, LLC | 1,354 | $233.8K | 0.00% | −14−1.0% | Reduced |
| Sax Wealth Advisors, LLC | 1,356 | $234.0K | 0.01% | +11+0.8% | Added |
| Fourth Dimension Wealth, LLC | 1,374 | $237.2K | 0.09% | +321+30.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,377 | $237.7K | 0.03% | −2−0.1% | Reduced |
| Journey Strategic Wealth LLC | 1,384 | $238.9K | 0.01% | +25+1.8% | Added |
| Market Street Wealth Management Advisors LLC | 1,389 | $239.7K | 0.04% | −1−0.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 1,400 | $241.6K | 0.06% | −30−2.1% | Reduced |
| Cohen & Steers, Inc. | 1,400 | $242.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,419 | $244.9K | 0.01% | −721−33.7% | Reduced |
| WSFS Capital Management, LLC | 1,422 | $245.4K | 0.01% | +42+3.0% | Added |
| Moseley Investment Management Inc | 1,425 | $246.0K | 0.07% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,434 | $247.5K | 0.01% | +67+4.9% | Added |
| Kooman & Associates | 1,448 | $249.9K | 0.08% | +1+0.1% | Added |
| RBA Wealth Management, LLC | 1,455 | $251.1K | 0.09% | −68−4.5% | Reduced |
| Pitcairn Co | 1,456 | $251.4K | 0.02% | −112−7.1% | Reduced |
| Circle Wealth Management, LLC | 1,478 | $255.1K | 0.00% | +1,478 | New |
| Perigon Wealth Management, LLC | 1,481 | $255.6K | 0.01% | +34+2.3% | Added |
| HighPoint Advisor Group LLC | 1,484 | $256.1K | 0.01% | −253−14.6% | Reduced |
| FSM Wealth Advisors, LLC | 1,490 | $257.2K | 0.04% | +14+0.9% | Added |
| Benjamin Edwards Inc | 1,497 | $258.4K | 0.00% | +1,497 | New |
| Jupiter Asset Management Ltd | 1,503 | $259.4K | 0.00% | +1,503 | New |
| Winebrenner Capital Management LLC | 1,519 | $262.2K | 0.19% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 1,520 | $262.3K | 0.01% | +11+0.7% | Added |
| Suncoast Equity Management | 1,526 | $263.4K | 0.03% | +1,526 | New |
| IFP Advisors, Inc | 1,538 | $265.5K | 0.01% | −720−31.9% | Reduced |
| Frank, Rimerman Advisors LLC | 1,544 | $266.5K | 0.02% | +1,544 | New |
| Eldridge Investment Advisors, Inc. | 1,563 | $269.0K | 0.06% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,566 | $270.3K | 0.05% | −435−21.7% | Reduced |
| Carson Advisory Inc. | 1,586 | $273.7K | 0.15% | 00.0% | Unchanged |
| Diametric Capital, LP | 1,586 | $273.7K | 0.10% | +1,586 | New |
| David Loasby | 1,655 | $274.1K | 0.02% | +139+9.2% | Added |
| NewEdge Wealth, LLC | 1,726 | $275.4K | 0.00% | −7−0.4% | Reduced |
| Patton Fund Management, Inc. | 1,602 | $276.5K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,608 | $277.5K | 0.01% | −8,052−83.4% | Reduced |
| Stratos Wealth Advisors, LLC | 1,613 | $278.4K | 0.01% | −113−6.5% | Reduced |
| Ameritas Investment Partners, Inc. | 1,617 | $279.1K | 0.01% | −97−5.7% | Reduced |
| Aspire Growth Partners LLC | 1,618 | $279.3K | 0.20% | +5+0.3% | Added |
| Camden Capital, LLC | 1,621 | $279.7K | 0.02% | +1,621 | New |
| Kohmann Bosshard Financial Services, LLC | 1,638 | $282.7K | 0.03% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,639 | $283.0K | 0.01% | +221+15.6% | Added |
| Edmp, Inc. | 1,662 | $286.9K | 0.23% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,664 | $287.2K | 0.01% | +55+3.4% | Added |
| Quest Partners LLC | 1,677 | $289.4K | 0.02% | +245+17.1% | Added |
| Principal Securities, Inc. | 1,680 | $290.0K | 0.00% | −55−3.2% | Reduced |
| Central Bank & Trust Co | 1,690 | $291.7K | 0.05% | 00.0% | Unchanged |
| Archer Investment Corp | 1,695 | $292.6K | 0.07% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,700 | $293.4K | 0.01% | +100+6.3% | Added |
| Great Lakes Advisors, LLC | 1,720 | $296.9K | 0.00% | 00.0% | Unchanged |
| GAM Holding AG | 1,722 | $297.2K | 0.02% | +1,722 | New |
| Parallel Advisors, LLC | 1,722 | $297.3K | 0.01% | +71+4.3% | Added |
| Berkshire Asset Management LLC | 1,729 | $298.4K | 0.01% | 00.0% | Unchanged |
| Inscription Capital, LLC | 1,733 | $299.1K | 0.03% | +305+21.4% | Added |
| Brown Advisory Inc | 1,787 | $308.4K | 0.00% | −481−21.2% | Reduced |
| Central Trust Co | 1,792 | $309.3K | 0.01% | +5+0.3% | Added |
| First Bank & Trust | 1,807 | $311.9K | 0.05% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,813 | $312.9K | 0.06% | +7+0.4% | Added |
| Thomasville National Bank | 1,815 | $313.3K | 0.02% | +1,815 | New |
| Private Advisor Group, LLC | 1,818 | $313.9K | 0.00% | +87+5.0% | Added |
| First United Bank Trust | 1,825 | $315.0K | 0.10% | −665−26.7% | Reduced |
| Virtu Financial LLC | 1,836 | $317.0K | 0.02% | −4,244−69.8% | Reduced |
| Southeast Asset Advisors Inc. | 1,846 | $318.6K | 0.03% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,850 | $319.0K | 0.05% | 00.0% | Unchanged |
| Novare Capital Management LLC | 1,884 | $325.2K | 0.02% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 1,885 | $325.3K | 0.01% | +33+1.8% | Added |
| TownSquare Capital, LLC | 1,893 | $326.7K | 0.05% | −1,027−35.2% | Reduced |