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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.

Institutional holdersQ3 2025: 894 institutions
Q1 2021: 552 institutionsQ2 2021: 565 institutionsQ3 2021: 583 institutionsQ4 2021: 638 institutionsQ1 2022: 664 institutionsQ2 2022: 657 institutionsQ3 2022: 666 institutionsQ4 2022: 701 institutionsQ1 2023: 664 institutionsQ2 2023: 644 institutionsQ3 2023: 658 institutionsQ4 2023: 720 institutionsQ1 2024: 729 institutionsQ2 2024: 751 institutionsQ3 2024: 768 institutionsQ4 2024: 840 institutionsQ1 2025: 858 institutionsQ2 2025: 857 institutionsQ3 2025: 894 institutionsQ4 2025: 936 institutionsQ1 2026: 925 institutionsQ2 2026: 904 institutions
Value heldQ3 2025: $26.0B
Q1 2021: $12.3BQ2 2021: $13.2BQ3 2021: $14.0BQ4 2021: $15.5BQ1 2022: $17.3BQ2 2022: $14.3BQ3 2022: $16.1BQ4 2022: $17.5BQ1 2023: $14.8BQ2 2023: $16.5BQ3 2023: $15.7BQ4 2023: $17.4BQ1 2024: $19.9BQ2 2024: $18.9BQ3 2024: $19.1BQ4 2024: $23.9BQ1 2025: $21.8BQ2 2025: $23.8BQ3 2025: $26.0BQ4 2025: $24.6BQ1 2026: $22.0BQ2 2026: $23.1B
Institutions holding RJF and their total value by quarter
QuarterHoldersValue
Q2 2026904$23.1B
Q1 2026925$22.0B
Q4 2025936$24.6B
Q3 2025894$26.0B
Q2 2025857$23.8B
Q1 2025858$21.8B
Q4 2024840$23.9B
Q3 2024768$19.1B
Q2 2024751$18.9B
Q1 2024729$19.9B
Q4 2023720$17.4B
Q3 2023658$15.7B
Q2 2023644$16.5B
Q1 2023664$14.8B
Q4 2022701$17.5B
Q3 2022666$16.1B
Q2 2022657$14.3B
Q1 2022664$17.3B
Q4 2021638$15.5B
Q3 2021583$14.0B
Q2 2021565$13.2B
Q1 2021552$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.

Institutions holding RJF in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Philo Smith Capital Corp132,750$22.9M6.37%00.0%Unchanged
Two Sigma Investments, LP142,144$24.5M0.04%+114,806+420.0%Added
Gillespie Robinson & Grimm Inc144,628$25.0M1.75%−13,078−8.3%Reduced
Danske Bank A/S147,561$25.5M0.06%+12,283+9.1%Added
FIL Ltd153,347$26.5M0.02%−13,521−8.1%Reduced
Nicholas Company, Inc.154,805$26.7M0.45%−6,755−4.2%Reduced
Aviva PLC155,479$26.8M0.05%+6,627+4.5%Added
Citadel Advisors LLC157,339$27.2M0.02%+152,179+2,949.2%Added
APG Asset Management N.V.190,493$28.0M0.08%00.0%Unchanged
Great West Life Assurance Co164,655$29.1M0.04%+3,394+2.1%Added
State Board of Administration of Florida Retirement System170,267$29.4M0.05%−13,565−7.4%Reduced
Illinois Municipal Retirement Fund170,710$29.5M0.38%+779+0.5%Added
Korea Investment CORP172,676$29.8M0.06%+57,584+50.0%Added
Truist Financial Corp179,024$30.9M0.04%−8,256−4.4%Reduced
New York State Teachers Retirement System182,880$31.6M0.06%−18,751−9.3%Reduced
Schroder Investment Management Group204,063$36.0M0.03%+9,238+4.7%Added
Jane Street Group, LLC210,377$36.3M0.04%+210,377New
Macquarie Group Ltd224,991$38.8M0.05%−7,380−3.2%Reduced
Baird Financial Group, Inc.225,041$38.8M0.06%−61,369−21.4%Reduced
Royal Bank of Canada243,704$42.1M0.01%+32,646+15.5%Added
Premier Fund Managers Ltd251,452$44.4M1.82%−276,848−52.4%Reduced
Deroy & Devereaux Private Investment Counsel Inc264,368$45.6M2.28%−20,501−7.2%Reduced
California State Teachers Retirement System267,652$46.2M0.05%−9,771−3.5%Reduced
Davis Asset Management, L.P.270,000$46.6M1.66%00.0%Unchanged
Ceredex Value Advisors LLC280,137$48.4M1.12%−4,744−1.7%Reduced
National Pension Service280,805$48.5M0.04%+4,488+1.6%Added
American Century Companies Inc284,620$49.1M0.02%−403,785−58.7%Reduced
Clearbridge Investments, LLC287,920$49.7M0.04%+42,257+17.2%Added
Balyasny Asset Management LLC288,583$49.8M0.10%+284,941+7,823.8%Added
Bank of Montreal291,348$50.3M0.02%+10,274+3.7%Added
CBOE Vest Financial, LLC298,088$51.4M0.67%+5,822+2.0%Added
Iat Reinsurance Co Ltd.298,125$51.5M10.84%00.0%Unchanged
Qube Research & Technologies Ltd299,193$51.6M0.07%−221,682−42.6%Reduced
Natixis Advisors, L.P.315,859$54.5M0.08%+36,191+12.9%Added
Canada Pension Plan Investment Board323,846$55.9M0.04%+93,536+40.6%Added
TD Asset Management Inc324,038$55.9M0.05%−53,350−14.1%Reduced
New York State Common Retirement Fund325,183$56.1M0.07%+591+0.2%Added
California Public Employees Retirement System341,202$58.9M0.04%−1,792−0.5%Reduced
Amundi357,760$60.0M0.02%−34,210−8.7%Reduced
Rhumbline Advisers356,206$61.5M0.05%−4,720−1.3%Reduced
Fisher Asset Management, LLC367,253$63.4M0.02%−120,948−24.8%Reduced
Wells Fargo & Company369,168$63.7M0.01%−45,239−10.9%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.372,074$64.2M0.05%+16,915+4.8%Added
Alliancebernstein L.P.374,179$64.6M0.02%+90,294+31.8%Added
Citigroup Inc375,569$64.8M0.04%+7,558+2.1%Added
Price T Rowe Associates Inc377,152$65.1M0.01%+69,907+22.8%Added
Palisade Capital Management LLC378,059$65.3M1.77%+2,500+0.7%Added
Sterling Capital Management LLC381,254$65.8M0.96%−29,016−7.1%Reduced
Munich Reinsurance Co Stock Corp in Munich404,755$69.9M1.75%+404,755New
BNP Paribas Arbitrage, SA408,221$70.5M0.05%−8,754−2.1%Reduced
Silvercrest Asset Management Group LLC421,058$72.7M0.48%+26,113+6.6%Added
Ameriprise Financial Inc437,816$75.6M0.02%−131,234−23.1%Reduced
Healthcare of Ontario Pension Plan Trust Fund466,925$80.6M0.15%+348,782+295.2%Added
Sumitomo Mitsui Trust Holdings, Inc.470,732$81.2M0.05%−11,653−2.4%Reduced
Principal Financial Group Inc575,952$99.4M0.05%−28,121−4.7%Reduced
The PNC Financial Services Group, Inc.581,418$100.4M0.06%−3,340−0.6%Reduced
Deutsche Bank AG597,226$103.1M0.03%+10,626+1.8%Added
Barclays PLC597,679$103.2M0.04%−122,574−17.0%Reduced
Franklin Resources Inc606,732$104.7M0.03%−49,487−7.5%Reduced
UBS Group AG614,078$106.0M0.02%−27,398−4.3%Reduced
Envestnet Asset Management Inc618,929$106.8M0.03%−37,336−5.7%Reduced
Congress Asset Management Co639,090$110.3M0.73%−101,863−13.7%Reduced
Prudential Financial Inc670,337$115.7M0.14%+168,044+33.5%Added
Nuveen, LLC741,647$128.0M0.03%−31,100−4.0%Reduced
Raymond James Financial Inc750,933$129.6M0.04%−14,641−1.9%Reduced
AQR Capital Management LLC783,144$135.2M0.09%+242,552+44.9%Added
Mercer Global Advisors Inc897,019$154.8M0.26%−151,732−14.5%Reduced
SEI Investments Co932,602$161.0M0.17%+25,018+2.8%Added
Bank of New York Mellon Corp984,832$170.0M0.03%−12,025−1.2%Reduced
Harfst & Associates, Inc.1,030,937$177.9M32.82%−6,518−0.6%Reduced
Charles Schwab Investment Management Inc1,088,537$187.9M0.03%−18,301−1.7%Reduced
Legal & General Group Plc1,251,403$216.0M0.05%−4,213−0.3%Reduced
HSBC Holdings PLC1,300,452$224.5M0.13%+329,100+33.9%Added
Millennium Management LLC1,406,856$242.8M0.19%+1,334,567+1,846.2%Added
UBS Asset Management Americas Inc1,452,018$250.6M0.05%−383,954−20.9%Reduced
Goldman Sachs Group Inc1,912,163$330.0M0.05%+88,517+4.9%Added
Bank of America Corp1,997,480$344.8M0.03%−291,230−12.7%Reduced
Massachusetts Financial Services Co2,007,355$346.5M0.11%−399,394−16.6%Reduced
Northern Trust Corp2,056,105$354.9M0.05%−46,072−2.2%Reduced
Invesco Ltd.2,083,748$359.7M0.06%−57,424−2.7%Reduced
Dimensional Fund Advisors LP2,357,328$406.9M0.09%+227,337+10.7%Added
Earnest Partners LLC2,471,824$426.6M1.85%−8,911−0.4%Reduced
First Trust Advisors LP2,597,519$448.3M0.33%+111,950+4.5%Added
Morgan Stanley2,670,096$460.9M0.03%+421,357+18.7%Added
Victory Capital Management Inc2,764,001$477.1M0.30%−75,372−2.7%Reduced
T. Rowe Price Investment Management, Inc.3,643,236$628.8M0.38%−539,509−12.9%Reduced
Geode Capital Management, LLC4,561,877$784.0M0.05%−35,291−0.8%Reduced
FMR LLC5,785,627$998.6M0.05%−300,192−4.9%Reduced
JPMorgan Chase & Co5,847,869$1.01B0.06%+230,871+4.1%Added
State Street Corp8,032,171$1.39B0.05%−143,086−1.8%Reduced
Wellington Management Group LLP9,018,292$1.56B0.27%−550,333−5.8%Reduced
Primecap Management Co9,646,282$1.66B1.28%−367,570−3.7%Reduced
BlackRock, Inc.14,549,563$2.51B0.04%−429,798−2.9%Reduced
Vanguard Group Inc21,883,139$3.78B0.06%−315,555−1.4%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.0$00.00%−282,730−100.0%Sold out
AXA S.A.0$00.00%−29,839−100.0%Sold out
Nuance Investments, LLC0$00.00%−26,418−100.0%Sold out
Railway Pension Investments Ltd0$00.00%−25,100−100.0%Sold out
Jain Global LLC0$00.00%−18,486−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−16,525−100.0%Sold out