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 |
|---|---|---|---|---|---|
| Westerkirk Capital Inc. | 3,600 | $621.4K | 0.07% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 3,600 | $621.4K | 1.04% | +2,200+157.1% | Added |
| Aaron Wealth Advisors | 3,603 | $621.9K | 0.04% | +3,603 | New |
| Canada Post Corp Registered Pension Plan | 3,543 | $625.1K | 0.03% | +690+24.2% | Added |
| NVWM, LLC | 3,630 | $626.5K | 0.14% | +93+2.6% | Added |
| Bessemer Group Inc | 3,633 | $627.0K | 0.00% | +339+10.3% | Added |
| Horizon Investments, LLC | 3,714 | $639.2K | 0.01% | +618+20.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,744 | $646.2K | 0.00% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 3,748 | $647.0K | 0.18% | −1,913−33.8% | Reduced |
| Applied Finance Capital Management, LLC | 3,763 | $649.5K | 0.05% | −1,232−24.7% | Reduced |
| NorthRock Partners, LLC | 3,771 | $650.8K | 0.01% | −510−11.9% | Reduced |
| Prudential PLC | 3,777 | $651.9K | 0.00% | −2,266−37.5% | Reduced |
| ABLE Financial Group, LLC | 3,807 | $657.1K | 0.14% | +141+3.8% | Added |
| HB Wealth Management, LLC | 3,852 | $665.0K | 0.00% | +369+10.6% | Added |
| Lido Advisors, LLC | 3,885 | $670.7K | 0.00% | +2,502+180.9% | Added |
| BOK Financial Private Wealth, Inc. | 3,949 | $681.6K | 0.04% | −148−3.6% | Reduced |
| Merit Financial Group, LLC | 3,998 | $690.1K | 0.01% | −176−4.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 4,000 | $690.4K | 0.08% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 4,073 | $702.9K | 0.01% | −3−0.1% | Reduced |
| Farringdon Capital, Ltd. | 4,083 | $704.7K | 0.18% | +4,083 | New |
| Harrell Investment Partners, LLC | 4,182 | $721.7K | 0.17% | +13+0.3% | Added |
| Net Worth Advisory Group | 4,221 | $728.5K | 0.21% | −543−11.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 4,236 | $731.1K | 0.00% | −20,382−82.8% | Reduced |
| Coldstream Capital Management Inc | 4,279 | $738.5K | 0.01% | +150+3.6% | Added |
| Norden Group LLC | 4,283 | $739.3K | 0.08% | −1,250−22.6% | Reduced |
| Global Financial Private Client, LLC | 4,321 | $745.8K | 0.27% | +12+0.3% | Added |
| Johnson Investment Counsel Inc | 4,352 | $751.2K | 0.01% | +28+0.6% | Added |
| STRS Ohio | 4,372 | $754.6K | 0.00% | −15,189−77.6% | Reduced |
| Tema ETFs LLC | 4,374 | $755.0K | 0.06% | +4,374 | New |
| Skylands Capital, LLC | 4,437 | $763.6K | 0.11% | −350−7.3% | Reduced |
| Jones Financial Companies LLLP | 4,362 | $765.7K | 0.00% | +751+20.8% | Added |
| Quadrant Capital Group LLC | 4,461 | $770.0K | 0.03% | +30+0.7% | Added |
| Principal Street Partners, LLC | 4,468 | $771.2K | 0.12% | −203−4.3% | Reduced |
| Forum Financial Management, LP | 4,503 | $777.2K | 0.01% | +10.0% | Added |
| Toroso Investments, LLC | 4,519 | $777.7K | 0.00% | +442+10.8% | Added |
| Plato Investment Management Ltd | 4,559 | $780.9K | 0.05% | +4,342+2,000.9% | Added |
| Nomura Holdings Inc | 4,589 | $792.1K | 0.00% | +4,589 | New |
| one8zero8, LLC | 4,637 | $800.3K | 0.17% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 4,647 | $802.1K | 0.02% | +1,514+48.3% | Added |
| Cyndeo Wealth Partners, LLC | 4,697 | $810.7K | 0.05% | −41−0.9% | Reduced |
| Guinness Asset Management LTD | 4,639 | $818.5K | 0.01% | +521+12.7% | Added |
| MUFG Securities Americas Inc. | 4,786 | $826.1K | 0.05% | +762+18.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,811 | $830.4K | 0.05% | −700−12.7% | Reduced |
| Bridgewater Advisors Inc. | 5,193 | $835.2K | 0.06% | −312−5.7% | Reduced |
| Polymer Capital Management (US) LLC | 4,892 | $844.4K | 0.11% | +4,892 | New |
| HBK Sorce Advisory LLC | 5,216 | $853.9K | 0.02% | −45−0.9% | Reduced |
| Jump Financial, LLC | 4,993 | $861.8K | 0.01% | +3,245+185.6% | Added |
| Tranquility Partners, LLC | 5,027 | $867.7K | 0.29% | +83+1.7% | Added |
| Wetzel Investment Advisors, Inc. | 5,029 | $868.0K | 0.37% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 5,083 | $877.4K | 0.01% | −8,068−61.3% | Reduced |
| Covenant Partners, LLC | 5,093 | $879.1K | 0.25% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 5,804 | $889.3K | 0.12% | +48+0.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,197 | $897.0K | 0.01% | +1,334+34.5% | Added |
| J.W. Cole Advisors, Inc. | 5,258 | $907.5K | 0.02% | −6−0.1% | Reduced |
| XTX Topco Ltd | 5,288 | $912.7K | 0.05% | +3,707+234.5% | Added |
| SRS Capital Advisors, Inc. | 5,309 | $916.3K | 0.01% | +4,810+963.9% | Added |
| Ronald Blue Trust, Inc. | 5,339 | $921.5K | 0.01% | +373+7.5% | Added |
| Gateway Investment Advisers LLC | 5,348 | $923.1K | 0.01% | −50−0.9% | Reduced |
| MGB Wealth Management, LLC | 5,352 | $923.8K | 0.26% | −351−6.2% | Reduced |
| D.A. Davidson & Co. | 5,362 | $925.5K | 0.01% | −261−4.6% | Reduced |
| Signature Wealth Management Group | 5,365 | $926.0K | 0.36% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 5,463 | $942.9K | 0.14% | +5,463 | New |
| Intact Investment Management Inc. | 5,500 | $949.3K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 5,562 | $960.0K | 0.04% | −385−6.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,655 | $976.1K | 0.01% | −137−2.4% | Reduced |
| Van Eck Associates Corp | 5,664 | $978.0K | 0.00% | +794+16.3% | Added |
| Bradley Foster & Sargent Inc | 5,683 | $980.9K | 0.01% | −175−3.0% | Reduced |
| Systematic Alpha Investments, LLC | 5,700 | $983.8K | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 5,908 | $1.02M | 0.00% | +5,908 | New |
| Stephens Inc | 5,936 | $1.02M | 0.01% | −269−4.3% | Reduced |
| HRT Financial LP | 6,020 | $1.04M | 0.00% | −3,065−33.7% | Reduced |
| Intrust Bank NA | 6,040 | $1.04M | 0.09% | +74+1.2% | Added |
| NorthCrest Asset Manangement, LLC | 6,327 | $1.05M | 0.03% | +18+0.3% | Added |
| Cookson Peirce & Co Inc | 6,174 | $1.07M | 0.04% | +1,110+21.9% | Added |
| Summit Trail Advisors, LLC | 6,231 | $1.08M | 0.01% | +3,702+146.4% | Added |
| Staley Capital Advisers Inc | 6,250 | $1.08M | 0.04% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 6,259 | $1.08M | 0.01% | −344−5.2% | Reduced |
| GAMMA Investing LLC | 6,359 | $1.10M | 0.06% | +1,019+19.1% | Added |
| Edgestream Partners, L.P. | 6,433 | $1.11M | 0.03% | −17,733−73.4% | Reduced |
| Yorktown Management & Research Co Inc | 6,450 | $1.11M | 0.89% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 6,474 | $1.12M | 0.58% | −2,130−24.8% | Reduced |
| Empirical Finance, LLC | 6,490 | $1.12M | 0.05% | +57+0.9% | Added |
| Fairtree Asset Management (Pty) Ltd | 6,578 | $1.14M | 0.74% | +1,511+29.8% | Added |
| Uniting Wealth Partners, LLC | 6,606 | $1.14M | 0.27% | 00.0% | Unchanged |
| Allstate Corp | 6,609 | $1.14M | 0.03% | +6,609 | New |
| Tokio Marine Asset Management Co Ltd | 6,630 | $1.14M | 0.04% | +56+0.9% | Added |
| Vestcor Inc | 6,636 | $1.15M | 0.03% | −2,372−26.3% | Reduced |
| Twin Capital Management Inc | 6,645 | $1.15M | 0.14% | −160−2.4% | Reduced |
| Sequoia Financial Advisors, LLC | 6,648 | $1.15M | 0.01% | +898+15.6% | Added |
| Empowered Funds, LLC | 6,784 | $1.17M | 0.01% | +1,742+34.5% | Added |
| Muirfield Wealth Advisors LLC | 6,767 | $1.17M | 0.87% | +22+0.3% | Added |
| Wolverine Trading, LLC | 6,708 | $1.18M | 0.02% | +3,788+129.7% | Added |
| Redwood Investment Management, LLC | 6,905 | $1.19M | 0.13% | +6,905 | New |
| Formidable Asset Management, LLC | 7,776 | $1.19M | 0.19% | −27−0.3% | Reduced |
| SummitTX Capital, L.P. | 7,056 | $1.22M | 0.05% | +7,056 | New |
| Kestra Advisory Services, LLC | 7,091 | $1.22M | 0.01% | −2,780−28.2% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 8,001 | $1.23M | 0.06% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 7,115 | $1.23M | 0.01% | +804+12.7% | Added |
| Fulton Bank, N.A. | 7,125 | $1.23M | 0.04% | −132−1.8% | Reduced |
| West Michigan Advisors, LLC | 7,140 | $1.23M | 0.30% | −150−2.1% | Reduced |