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 |
|---|---|---|---|---|---|
| JSF Financial, LLC | 7,179 | $1.24M | 0.27% | +7,179 | New |
| One + One Wealth Management, LLC | 7,248 | $1.25M | 0.61% | −311−4.1% | Reduced |
| SPC Financial, Inc. | 7,259 | $1.25M | 0.10% | −3,297−31.2% | Reduced |
| Achmea Investment Management B.V. | 7,301 | $1.26M | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 7,408 | $1.28M | 0.05% | +435+6.2% | Added |
| Cadent Capital Advisors, LLC | 7,439 | $1.28M | 0.34% | +1,193+19.1% | Added |
| Moody National Bank Trust Division | 7,441 | $1.28M | 0.11% | −48−0.6% | Reduced |
| Landscape Capital Management, L.L.C. | 7,526 | $1.30M | 0.08% | −1,156−13.3% | Reduced |
| Capital Investment Advisors, LLC | 7,634 | $1.32M | 0.02% | +5+0.1% | Added |
| Oxford Financial Group Ltd | 7,705 | $1.33M | 0.08% | +147+1.9% | Added |
| Crestwood Advisors Group LLC | 7,708 | $1.33M | 0.02% | −586−7.1% | Reduced |
| Trust Co of Toledo NA | 7,998 | $1.38M | 0.14% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 8,057 | $1.39M | 0.03% | 00.0% | Unchanged |
| Consolidated Planning Corp | 8,091 | $1.40M | 0.15% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 8,175 | $1.41M | 0.04% | −400−4.7% | Reduced |
| Golden Road Advisors LLC | 8,248 | $1.42M | 0.82% | −1,374−14.3% | Reduced |
| Board of the Pension Protection Fund | 8,300 | $1.43M | 1.40% | +900+12.2% | Added |
| ING Groep NV | 8,310 | $1.43M | 0.01% | −471−5.4% | Reduced |
| Signaturefd, LLC | 8,378 | $1.45M | 0.02% | +40+0.5% | Added |
| Chiron Capital Management, LLC | 8,450 | $1.46M | 1.25% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 8,667 | $1.47M | 0.04% | +8,667 | New |
| Securian Asset Management, Inc | 8,518 | $1.47M | 0.04% | −935−9.9% | Reduced |
| Atlantic Union Bankshares Corp | 8,613 | $1.49M | 0.03% | +8,613 | Added |
| Worldquant Millennium Advisors LLC | 8,833 | $1.52M | 0.01% | +8,833 | New |
| Gladstone Institutional Advisory LLC | 8,834 | $1.52M | 0.06% | −227−2.5% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 8,862 | $1.53M | 0.44% | −212−2.3% | Reduced |
| Maryland State Retirement & Pension System | 8,886 | $1.53M | 0.03% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 8,938 | $1.54M | 0.02% | +2,514+39.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 9,090 | $1.57M | 0.04% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 9,095 | $1.57M | 0.40% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 9,174 | $1.58M | 0.06% | −861−8.6% | Reduced |
| Commerce Bank | 9,268 | $1.60M | 0.01% | −27−0.3% | Reduced |
| Louisiana State Employees Retirement System | 9,300 | $1.61M | 0.03% | −300−3.1% | Reduced |
| Glenmede Investment Management, LP | 9,367 | $1.62M | 0.01% | +16+0.2% | Added |
| Tower Bridge Advisors | 9,559 | $1.65M | 0.16% | −145−1.5% | Reduced |
| RMB Capital Management, LLC | 9,596 | $1.66M | 0.03% | +54+0.6% | Added |
| Sanibel Captiva Trust Company, Inc. | 9,615 | $1.66M | 0.05% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 9,703 | $1.67M | 0.04% | −598−5.8% | Reduced |
| Atlas Wealth LLC | 9,709 | $1.68M | 0.54% | −31−0.3% | Reduced |
| Gulf International Bank (UK) Ltd | 9,769 | $1.69M | 0.06% | −148−1.5% | Reduced |
| Nilsine Partners, LLC | 9,943 | $1.72M | 0.15% | +1,544+18.4% | Added |
| Wedmont Private Capital | 10,425 | $1.73M | 0.06% | +64+0.6% | Added |
| Advocacy Wealth Management Services, LLC | 10,017 | $1.73M | 0.08% | +10,017 | New |
| Meridian Wealth Advisors, LLC | 10,216 | $1.76M | 0.25% | +62+0.6% | Added |
| King Luther Capital Management Corp | 10,324 | $1.78M | 0.01% | −75−0.7% | Reduced |
| Norinchukin Bank, The | 10,330 | $1.78M | 0.02% | −169−1.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 10,434 | $1.80M | 0.13% | +812+8.4% | Added |
| Hartford Investment Management Co | 10,500 | $1.81M | 0.05% | −529−4.8% | Reduced |
| PEAK6 LLC | 10,802 | $1.86M | 0.05% | +10,802 | New |
| Keybank National Association | 10,863 | $1.87M | 0.01% | −101−0.9% | Reduced |
| Virtus Investment Advisers, Inc. | 10,940 | $1.89M | 0.54% | +852+8.4% | Added |
| Allen Investment Management LLC | 11,150 | $1.92M | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 11,151 | $1.92M | 0.03% | +11,151 | New |
| M&T Bank Corp | 11,187 | $1.93M | 0.01% | −1,726−13.4% | Reduced |
| Oarsman Capital, Inc. | 11,227 | $1.94M | 0.27% | +84+0.8% | Added |
| Kentucky Retirement Systems | 11,479 | $1.98M | 0.05% | −1,505−11.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 11,543 | $1.99M | 0.01% | −40,416−77.8% | Reduced |
| Bank of New Hampshire | 11,578 | $2.00M | 0.46% | +74+0.6% | Added |
| Intellus Advisors LLC | 11,801 | $2.04M | 0.28% | +4,902+71.1% | Added |
| Banque Cantonale Vaudoise | 11,905 | $2.05M | 0.08% | −298−2.4% | Reduced |
| Dean Capital Management | 11,942 | $2.06M | 0.80% | 00.0% | Unchanged |
| Bayview Asset Management, LLC | 11,975 | $2.07M | 1.59% | +11,975 | New |
| Vestmark Advisory Solutions, Inc. | 12,101 | $2.09M | 0.04% | +10,454+634.7% | Added |
| Aster Capital Management (DIFC) Ltd | 12,149 | $2.10M | 1.06% | +12,149 | New |
| Klingman & Associates, LLC | 12,224 | $2.11M | 0.11% | −15−0.1% | Reduced |
| Squarepoint Ops LLC | 12,394 | $2.14M | 0.00% | −27,505−68.9% | Reduced |
| Mizuho Securities USA LLC | 12,924 | $2.19M | 0.04% | +376+3.0% | Added |
| Alpine Woods Capital Investors, LLC | 12,900 | $2.23M | 0.52% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 13,018 | $2.25M | 0.46% | +13,018 | New |
| Brevan Howard Capital Management LP | 13,076 | $2.26M | 0.03% | −10,081−43.5% | Reduced |
| Empire Life Investments Inc. | 13,317 | $2.30M | 0.13% | +203+1.5% | Added |
| William B. Walkup & Associates, Inc. | 13,335 | $2.30M | 1.23% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 13,392 | $2.31M | 0.03% | −695−4.9% | Reduced |
| Heritage Wealth Advisors | 13,416 | $2.32M | 0.10% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 13,438 | $2.32M | 0.02% | −399−2.9% | Reduced |
| Stablepoint Partners, LLC | 13,459 | $2.32M | 0.37% | +424+3.3% | Added |
| Kovitz Investment Group Partners, LLC | 13,628 | $2.35M | 0.01% | −764−5.3% | Reduced |
| Davis Investment Partners, LLC | 14,197 | $2.36M | 0.80% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 13,736 | $2.37M | 0.57% | −398−2.8% | Reduced |
| CIBC Private Wealth Group, LLC | 13,762 | $2.38M | 0.00% | +1,496+12.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 14,247 | $2.46M | 0.01% | −1,352−8.7% | Reduced |
| White Pine Capital LLC | 14,252 | $2.46M | 0.70% | −272−1.9% | Reduced |
| Pacer Advisors, Inc. | 14,304 | $2.47M | 0.01% | −2,283−13.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,343 | $2.48M | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 14,409 | $2.49M | 0.01% | +1,060+7.9% | Added |
| Concurrent Investment Advisors, LLC | 14,566 | $2.51M | 0.04% | +93+0.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 14,660 | $2.53M | 0.02% | +555+3.9% | Added |
| Apollon Wealth Management, LLC | 14,702 | $2.54M | 0.05% | −142−1.0% | Reduced |
| Intech Investment Management LLC | 14,824 | $2.56M | 0.02% | +5,794+64.2% | Added |
| Mediolanum International Funds Ltd | 14,839 | $2.62M | 0.03% | +1,252+9.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 15,342 | $2.65M | 0.02% | +4,238+38.2% | Added |
| V-Square Quantitative Management LLC | 15,821 | $2.73M | 0.46% | +219+1.4% | Added |
| Vinva Investment Management Ltd | 15,519 | $2.74M | 0.06% | +15,519 | New |
| Stance Capital LLC | 15,952 | $2.75M | 1.01% | −403−2.5% | Reduced |
| Aft, Forsyth & Sober, LLC | 16,500 | $2.85M | 0.88% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 16,776 | $2.90M | 0.02% | −20.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 16,977 | $2.93M | 0.00% | −1,872−9.9% | Reduced |
| Wellspring Financial Advisors, LLC | 17,368 | $3.00M | 0.28% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 17,435 | $3.01M | 0.00% | +32+0.2% | Added |
| Wealthfront Advisers LLC | 17,561 | $3.03M | 0.01% | +5,021+40.0% | Added |