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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 17,786 | $3.07M | 0.01% | −1,763−9.0% | Reduced |
| Crossmark Global Holdings, Inc. | 17,837 | $3.08M | 0.05% | −790−4.2% | Reduced |
| Cumberland Partners Ltd | 18,600 | $3.21M | 0.21% | +9,500+104.4% | Added |
| Tredje AP-fonden | 18,837 | $3.25M | 0.03% | +1,604+9.3% | Added |
| Nordea Investment Management AB | 18,746 | $3.27M | 0.00% | +2,096+12.6% | Added |
| Cerity Partners LLC | 19,092 | $3.30M | 0.01% | −136−0.7% | Reduced |
| State of Alaska, Department of Revenue | 19,164 | $3.31M | 0.03% | −1,252−6.1% | Reduced |
| Mutual of America Capital Management LLC | 19,235 | $3.32M | 0.04% | −5,782−23.1% | Reduced |
| Center for Financial Planning, Inc. | 19,281 | $3.33M | 0.36% | −250−1.3% | Reduced |
| Vident Advisory, LLC | 19,310 | $3.33M | 0.03% | +544+2.9% | Added |
| Millstone Evans Group, LLC | 19,491 | $3.36M | 2.14% | −134−0.7% | Reduced |
| Gotham Asset Management, LLC | 19,659 | $3.39M | 0.01% | −37−0.2% | Reduced |
| Omers Administration Corp | 19,674 | $3.40M | 0.02% | −200−1.0% | Reduced |
| Mariner, LLC | 20,051 | $3.46M | 0.00% | −7,482−27.2% | Reduced |
| United Capital Financial Advisers, LLC | 20,051 | $3.46M | 0.02% | +9,441+89.0% | Added |
| Sovereign's Capital Management, LLC | 20,102 | $3.47M | 1.88% | −4,508−18.3% | Reduced |
| Oregon Public Employees Retirement Fund | 20,213 | $3.49M | 0.05% | +4,503+28.7% | Added |
| Yousif Capital Management, LLC | 20,315 | $3.51M | 0.04% | −1,466−6.7% | Reduced |
| Graphene Investments SAS | 20,500 | $3.54M | 2.24% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 20,568 | $3.55M | 0.02% | −559−2.6% | Reduced |
| Ethic Inc. | 20,574 | $3.55M | 0.06% | −1,639−7.4% | Reduced |
| Heartland Advisors Inc | 20,693 | $3.57M | 0.19% | −4,338−17.3% | Reduced |
| UniSuper Management Pty Ltd | 20,785 | $3.59M | 0.02% | +1,484+7.7% | Added |
| Brinker Capital Investments, LLC | 20,832 | $3.60M | 0.03% | −983−4.5% | Reduced |
| Kaydan Wealth Management, Inc. | 21,175 | $3.65M | 1.04% | 00.0% | Unchanged |
| We Are One Seven, LLC | 21,235 | $3.67M | 0.08% | +3,602+20.4% | Added |
| Atria Investments LLC | 21,502 | $3.71M | 0.04% | −3,684−14.6% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 21,588 | $3.73M | 0.44% | +42+0.2% | Added |
| Verition Fund Management LLC | 22,285 | $3.85M | 0.02% | −19,542−46.7% | Reduced |
| CIBC World Markets Inc. | 22,424 | $3.87M | 0.01% | +6,624+41.9% | Added |
| Janus Henderson Group PLC | 22,429 | $3.87M | 0.00% | −600−2.6% | Reduced |
| Hancock Whitney Corp | 22,436 | $3.87M | 0.07% | +166+0.7% | Added |
| Barnes Pettey Financial Advisors, LLC | 22,439 | $3.87M | 2.12% | +10,702+91.2% | Added |
| Bank of Nova Scotia | 22,597 | $3.90M | 0.01% | +3,124+16.0% | Added |
| MML Investors Services, LLC | 22,670 | $3.91M | 0.01% | −1,148−4.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 22,976 | $3.97M | 0.02% | +1,906+9.0% | Added |
| Elo Mutual Pension Insurance Co | 23,122 | $3.99M | 0.07% | +10,228+79.3% | Added |
| Dean Investment Associates, LLC | 23,319 | $4.02M | 0.56% | +1,425+6.5% | Added |
| Woodline Partners LP | 23,455 | $4.05M | 0.02% | +3,812+19.4% | Added |
| Cullen Investment Group, Ltd. | 24,465 | $4.08M | 0.54% | −2,290−8.6% | Reduced |
| Nissay Asset Management Corp | 24,074 | $4.16M | 0.02% | −133−0.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,154 | $4.17M | 0.03% | +2,195+10.0% | Added |
| Xponance, Inc. | 24,911 | $4.30M | 0.03% | −1,748−6.6% | Reduced |
| CIBC Bancorp USA Inc. | 24,992 | $4.31M | 0.03% | +24,992 | New |
| Systematic Financial Management LP | 25,001 | $4.32M | 0.10% | −205−0.8% | Reduced |
| Dana Investment Advisors, Inc. | 25,310 | $4.37M | 0.13% | −771−3.0% | Reduced |
| Integrated Advisors Network LLC | 25,371 | $4.38M | 0.18% | +4,264+20.2% | Added |
| Colony Group, LLC | 25,461 | $4.39M | 0.01% | −1,566−5.8% | Reduced |
| NEOS Investment Management LLC | 25,772 | $4.44M | 0.03% | +9,100+54.6% | Added |
| Assenagon Asset Management S.A. | 25,859 | $4.46M | 0.01% | −504−1.9% | Reduced |
| Morningstar Investment Management LLC | 25,994 | $4.49M | 0.16% | +24,082+1,259.5% | Added |
| New York Life Investment Management LLC | 25,997 | $4.49M | 0.04% | −1,299−4.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 26,505 | $4.57M | 0.01% | +26,505 | New |
| CIBC Asset Management Inc | 26,786 | $4.62M | 0.01% | −110−0.4% | Reduced |
| Buckhead Capital Management LLC | 26,812 | $4.63M | 1.68% | −36−0.1% | Reduced |
| Comerica Bank | 26,995 | $4.66M | 0.02% | −1,620−5.7% | Reduced |
| SG Americas Securities, LLC | 27,139 | $4.68M | 0.02% | −23,848−46.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 27,139 | $4.68M | 0.04% | −3,200−10.5% | Reduced |
| Leuthold Group, LLC | 27,455 | $4.74M | 0.52% | +839+3.2% | Added |
| British Columbia Investment Management Corp | 27,550 | $4.76M | 0.03% | −3,078−10.0% | Reduced |
| Regency Capital Management Inc. | 27,587 | $4.76M | 2.26% | −91−0.3% | Reduced |
| Cardinal Capital Management | 28,263 | $4.88M | 0.67% | −4,180−12.9% | Reduced |
| CWM, LLC | 28,379 | $4.90M | 0.01% | +336+1.2% | Added |
| Carl Stuart Investment Advisor, Inc | 28,475 | $4.91M | 4.62% | 00.0% | Unchanged |
| Davenport & Co LLC | 28,763 | $4.96M | 0.03% | −3,197−10.0% | Reduced |
| Regions Financial Corp | 28,999 | $5.01M | 0.03% | +846+3.0% | Added |
| GWM Advisors LLC | 29,019 | $5.01M | 0.02% | −336−1.1% | Reduced |
| Neuberger Berman Group LLC | 29,658 | $5.11M | 0.00% | −2,394−7.5% | Reduced |
| Access Investment Management LLC | 29,661 | $5.12M | 1.38% | +320+1.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 29,734 | $5.13M | 0.04% | +1,690+6.0% | Added |
| JustInvest LLC | 29,815 | $5.16M | 0.05% | −1,712−5.4% | Reduced |
| New Age Alpha Advisors, LLC | 30,166 | $5.21M | 0.22% | −617−2.0% | Reduced |
| Utah Retirement Systems | 30,172 | $5.21M | 0.05% | −2,167−6.7% | Reduced |
| Polar Asset Management Partners Inc. | 30,264 | $5.22M | 0.11% | +30,264 | New |
| Logan Capital Management Inc | 30,339 | $5.24M | 0.22% | +732+2.5% | Added |
| Daiwa Securities Group Inc. | 30,431 | $5.25M | 0.02% | +796+2.7% | Added |
| Mackenzie Financial Corp | 30,722 | $5.30M | 0.01% | −437−1.4% | Reduced |
| Siemens Fonds Invest GmbH | 31,029 | $5.36M | 0.29% | +3,745+13.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 31,072 | $5.36M | 0.19% | −130.0% | Reduced |
| Pensionmark Financial Group, LLC | 31,248 | $5.39M | 0.11% | +118+0.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 31,295 | $5.40M | 0.02% | +6,953+28.6% | Added |
| Fifth Third Bancorp | 31,480 | $5.43M | 0.02% | −1,277−3.9% | Reduced |
| Swedbank AB | 31,598 | $5.45M | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 31,847 | $5.50M | 0.01% | +5,915+22.8% | Added |
| USS Investment Management Ltd | 32,115 | $5.54M | 0.03% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 32,402 | $5.59M | 0.02% | +32,402 | New |
| Hilltop Holdings Inc. | 33,543 | $5.79M | 0.31% | −280−0.8% | Reduced |
| Oppenheimer Asset Management Inc. | 33,907 | $5.85M | 0.06% | +536+1.6% | Added |
| Janney Montgomery Scott LLC | 33,951 | $5.86M | 0.01% | +200+0.6% | Added |
| Amalgamated Bank | 34,287 | $5.92M | 0.04% | −1,176−3.3% | Reduced |
| DekaBank Deutsche Girozentrale | 33,882 | $5.97M | 0.01% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 34,933 | $6.03M | 0.01% | −241,203−87.3% | Reduced |
| Swiss Life Asset Management Ltd | 35,425 | $6.11M | 0.03% | +9,867+38.6% | Added |
| Jefferies Financial Group Inc. | 35,755 | $6.17M | 0.06% | +33,063+1,228.2% | Added |
| DnB Asset Management AS | 36,520 | $6.30M | 0.02% | +525+1.5% | Added |
| ProShare Advisors LLC | 36,764 | $6.35M | 0.01% | −12,796−25.8% | Reduced |
| Pathstone Holdings, LLC | 37,249 | $6.43M | 0.02% | +1,324+3.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 37,267 | $6.43M | 0.03% | −2,542−6.4% | Reduced |
| Bokf, NA | 37,326 | $6.44M | 0.10% | −4,992−11.8% | Reduced |
| Resources Investment Advisors, LLC. | 37,587 | $6.49M | 0.07% | −269−0.7% | Reduced |