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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 1,923 | $331.9K | 0.02% | +22+1.2% | Added |
| Valeo Financial Advisors, LLC | 1,924 | $332.1K | 0.01% | +61+3.3% | Added |
| Alliance Wealth Advisors, LLC | 1,930 | $333.1K | 0.08% | −310−13.8% | Reduced |
| CX Institutional | 1,936 | $334.0K | 0.01% | +2+0.1% | Added |
| Mather Group, LLC. | 1,940 | $334.8K | 0.00% | +22+1.1% | Added |
| Synovus Financial Corp | 1,955 | $337.5K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,966 | $339.3K | 0.00% | −6,241−76.0% | Reduced |
| Principle Wealth Partners LLC | 2,005 | $346.1K | 0.02% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 2,005 | $346.1K | 0.12% | +43+2.2% | Added |
| Diversify Advisory Services, LLC | 2,203 | $350.0K | 0.01% | +182+9.0% | Added |
| Summit Wealth Group LLC | 3,527 | $354.2K | 0.05% | +3,527 | New |
| Pine Valley Investments Ltd Liability Co | 2,062 | $356.0K | 0.02% | −711−25.6% | Reduced |
| Confluence Wealth Services, Inc. | 2,069 | $357.1K | 0.02% | +46+2.3% | Added |
| Meeder Advisory Services, Inc. | 2,069 | $357.2K | 0.02% | −74−3.5% | Reduced |
| Groupama Asset Managment | 2,071 | $357.5K | 0.01% | +2,071 | New |
| Revolve Wealth Partners, LLC | 2,078 | $358.7K | 0.04% | +6+0.3% | Added |
| Everence Capital Management Inc | 2,080 | $359.0K | 0.02% | 00.0% | Unchanged |
| Trust Asset Management LLC | 2,119 | $365.7K | 0.03% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 2,161 | $373.0K | 0.00% | −1,448−40.1% | Reduced |
| Arbor Investment Advisors, LLC | 2,181 | $376.4K | 0.05% | −2−0.1% | Reduced |
| Exchange Traded Concepts, LLC | 2,200 | $379.7K | 0.00% | −71−3.1% | Reduced |
| Blair William & Co | 2,238 | $386.3K | 0.00% | +465+26.2% | Added |
| Horizon Advisory Services, Inc. | 2,244 | $387.3K | 0.20% | −41−1.8% | Reduced |
| Flagship Harbor Advisors, LLC | 2,248 | $388.1K | 0.02% | −22−1.0% | Reduced |
| Searle & Co. | 2,260 | $390.1K | 0.10% | +2,260 | New |
| Prospera Financial Services Inc | 2,260 | $390.1K | 0.01% | −667−22.8% | Reduced |
| Clarus Group, Inc. | 2,271 | $391.9K | 0.14% | −229−9.2% | Reduced |
| DRW Securities, LLC | 2,285 | $395.7K | 0.02% | −67−2.8% | Reduced |
| Westpac Banking Corp | 2,303 | $397.5K | 0.02% | −103−4.3% | Reduced |
| Portside Wealth Group, LLC | 2,310 | $398.7K | 0.06% | −62−2.6% | Reduced |
| Checchi Capital Advisers, LLC | 2,315 | $399.6K | 0.03% | −269−10.4% | Reduced |
| Aspen Grove Capital, LLC | 2,316 | $399.7K | 0.07% | −1,075−31.7% | Reduced |
| Phillips Wealth Planners LLC | 2,398 | $402.0K | 0.33% | −292−10.9% | Reduced |
| First Eagle Investment Management, LLC | 2,343 | $404.4K | 0.00% | −1,377−37.0% | Reduced |
| Stonebrook Private Inc. | 2,363 | $407.9K | 0.09% | −397−14.4% | Reduced |
| Cresset Asset Management, LLC | 2,392 | $412.8K | 0.00% | +345+16.9% | Added |
| Ostrum Asset Management | 2,396 | $413.6K | 0.02% | −74−3.0% | Reduced |
| Drive Wealth Management, LLC | 2,403 | $414.7K | 0.09% | +3+0.1% | Added |
| Salem Investment Counselors Inc | 2,413 | $416.5K | 0.01% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 2,416 | $417.0K | 0.27% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 2,419 | $417.5K | 0.31% | +9+0.4% | Added |
| Evercore Wealth Management, LLC | 2,428 | $419.1K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 2,428 | $419.2K | 0.13% | +5+0.2% | Added |
| Profund Advisors LLC | 2,463 | $425.1K | 0.01% | +112+4.8% | Added |
| Inceptionr LLC | 2,488 | $428.2K | 0.10% | −12,562−83.5% | Reduced |
| Cornerstone Wealth Group, LLC | 2,503 | $431.9K | 0.03% | +6+0.2% | Added |
| Deane Retirement Strategies, Inc. | 2,509 | $433.1K | 0.19% | +1,002+66.5% | Added |
| Samalin Investment Counsel, LLC | 2,523 | $435.5K | 0.15% | −121−4.6% | Reduced |
| Sagespring Wealth Partners, LLC | 2,523 | $435.5K | 0.01% | +123+5.1% | Added |
| Calton & Associates, Inc. | 2,557 | $441.3K | 0.07% | +7+0.3% | Added |
| Catalyst Capital Advisors LLC | 2,560 | $441.9K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 2,564 | $442.5K | 0.00% | −166−6.1% | Reduced |
| Essex Financial Services, Inc. | 2,566 | $442.8K | 0.03% | +444+20.9% | Added |
| Lebenthal Global Advisors, LLC | 2,569 | $443.5K | 0.08% | +1,008+64.6% | Added |
| Blue Chip Partners, Inc. | 2,589 | $446.9K | 0.03% | +4+0.2% | Added |
| Agate Pass Investment Management, LLC | 2,682 | $462.9K | 0.18% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,714 | $468.4K | 0.11% | +169+6.6% | Added |
| MTM Investment Management, LLC | 2,752 | $475.0K | 0.15% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 2,754 | $475.3K | 0.01% | +36+1.3% | Added |
| Callan Family Office, LLC | 2,754 | $475.3K | 0.02% | +140+5.4% | Added |
| Kestra Private Wealth Services, LLC | 2,770 | $478.1K | 0.01% | −223−7.5% | Reduced |
| Argus Investors' Counsel, Inc. | 2,804 | $484.0K | 0.38% | −26−0.9% | Reduced |
| Great Lakes Retirement, Inc. | 2,805 | $484.1K | 0.05% | −25−0.9% | Reduced |
| Contravisory Investment Management, Inc. | 2,822 | $487.1K | 0.09% | +2,822 | New |
| Cambridge Investment Research Advisors, Inc. | 2,847 | $491.0K | 0.00% | −125−4.2% | Reduced |
| Voleon Capital Management LP | 2,846 | $491.2K | 0.01% | −5,669−66.6% | Reduced |
| Wetherby Asset Management Inc | 2,848 | $491.6K | 0.02% | +122+4.5% | Added |
| Collective Family Office LLC | 2,888 | $498.5K | 0.12% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 2,923 | $504.5K | 0.12% | −203−6.5% | Reduced |
| Oppenheimer & Co Inc | 2,951 | $509.3K | 0.01% | −288−8.9% | Reduced |
| Kingsview Wealth Management, LLC | 2,967 | $512.0K | 0.01% | +74+2.6% | Added |
| Greenleaf Trust | 2,975 | $513.5K | 0.00% | −77−2.5% | Reduced |
| Huntington National Bank | 2,976 | $513.7K | 0.00% | +290+10.8% | Added |
| Quad-Cities Investment Group, LLC | 3,054 | $527.1K | 0.22% | +9+0.3% | Added |
| Novak & Powell Financial Services, Inc. | 3,073 | $530.4K | 0.28% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,074 | $530.6K | 0.02% | −27−0.9% | Reduced |
| Smartleaf Asset Management LLC | 3,044 | $537.1K | 0.03% | +528+21.0% | Added |
| ASR Vermogensbeheer N.V. | 3,138 | $541.6K | 0.01% | −31−1.0% | Reduced |
| Brighton Jones LLC | 3,184 | $549.6K | 0.01% | +153+5.0% | Added |
| Dock Street Asset Management Inc | 3,198 | $552.0K | 0.05% | +2+0.1% | Added |
| Catalyst Funds Management Pty Ltd | 3,200 | $552.3K | 0.08% | +3,200 | New |
| Atlanta Consulting Group Advisors, LLC | 3,241 | $559.4K | 0.14% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 3,247 | $560.4K | 0.02% | −353−9.8% | Reduced |
| Tectonic Advisors LLC | 3,264 | $563.4K | 0.03% | +65+2.0% | Added |
| Level Four Advisory Services, LLC | 3,280 | $566.2K | 0.02% | +400+13.9% | Added |
| Catalytic Wealth RIA, LLC | 3,283 | $566.6K | 0.02% | +1,454+79.5% | Added |
| Fifth Third Wealth Advisors LLC | 3,284 | $566.8K | 0.02% | −73−2.2% | Reduced |
| Visionary Wealth Advisors | 3,306 | $570.6K | 0.03% | −99−2.9% | Reduced |
| Guggenheim Capital LLC | 3,312 | $571.7K | 0.00% | −508−13.3% | Reduced |
| Savant Capital, LLC | 3,333 | $575.2K | 0.00% | −3,037−47.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 3,364 | $580.6K | 0.10% | −121−3.5% | Reduced |
| Vise Technologies, Inc. | 3,375 | $582.5K | 0.02% | +233+7.4% | Added |
| Syon Capital LLC | 3,379 | $583.2K | 0.03% | +840+33.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,389 | $584.9K | 0.04% | +24+0.7% | Added |
| MUFG Securities EMEA plc | 3,397 | $586.3K | 0.01% | +2,854+525.6% | Added |
| Northwestern Mutual Wealth Management Co | 3,412 | $588.8K | 0.00% | +99+3.0% | Added |
| Rehmann Capital Advisory Group | 3,434 | $592.7K | 0.03% | +398+13.1% | Added |
| Waterloo Capital, L.P. | 3,443 | $594.3K | 0.04% | +141+4.3% | Added |
| Texas Yale Capital Corp. | 3,445 | $594.6K | 0.02% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 3,532 | $609.6K | 0.01% | −37−1.0% | Reduced |