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 |
|---|---|---|---|---|---|
| Jefferies Financial Group Inc. | 35,755 | $6.17M | 0.06% | +33,063+1,228.2% | Added |
| Swiss Life Asset Management Ltd | 35,425 | $6.11M | 0.03% | +9,867+38.6% | Added |
| Caisse de Depot Et Placement du Quebec | 34,933 | $6.03M | 0.01% | −241,203−87.3% | Reduced |
| DekaBank Deutsche Girozentrale | 33,882 | $5.97M | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 34,287 | $5.92M | 0.04% | −1,176−3.3% | Reduced |
| Janney Montgomery Scott LLC | 33,951 | $5.86M | 0.01% | +200+0.6% | Added |
| Oppenheimer Asset Management Inc. | 33,907 | $5.85M | 0.06% | +536+1.6% | Added |
| Hilltop Holdings Inc. | 33,543 | $5.79M | 0.31% | −280−0.8% | Reduced |
| Bridgewater Associates, LP | 32,402 | $5.59M | 0.02% | +32,402 | New |
| USS Investment Management Ltd | 32,115 | $5.54M | 0.03% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 31,847 | $5.50M | 0.01% | +5,915+22.8% | Added |
| Swedbank AB | 31,598 | $5.45M | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 31,480 | $5.43M | 0.02% | −1,277−3.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 31,295 | $5.40M | 0.02% | +6,953+28.6% | Added |
| Pensionmark Financial Group, LLC | 31,248 | $5.39M | 0.11% | +118+0.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 31,072 | $5.36M | 0.19% | −130.0% | Reduced |
| Siemens Fonds Invest GmbH | 31,029 | $5.36M | 0.29% | +3,745+13.7% | Added |
| Mackenzie Financial Corp | 30,722 | $5.30M | 0.01% | −437−1.4% | Reduced |
| Daiwa Securities Group Inc. | 30,431 | $5.25M | 0.02% | +796+2.7% | Added |
| Logan Capital Management Inc | 30,339 | $5.24M | 0.22% | +732+2.5% | Added |
| Polar Asset Management Partners Inc. | 30,264 | $5.22M | 0.11% | +30,264 | New |
| Utah Retirement Systems | 30,172 | $5.21M | 0.05% | −2,167−6.7% | Reduced |
| New Age Alpha Advisors, LLC | 30,166 | $5.21M | 0.22% | −617−2.0% | Reduced |
| JustInvest LLC | 29,815 | $5.16M | 0.05% | −1,712−5.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 29,734 | $5.13M | 0.04% | +1,690+6.0% | Added |
| Access Investment Management LLC | 29,661 | $5.12M | 1.38% | +320+1.1% | Added |
| Neuberger Berman Group LLC | 29,658 | $5.11M | 0.00% | −2,394−7.5% | Reduced |
| GWM Advisors LLC | 29,019 | $5.01M | 0.02% | −336−1.1% | Reduced |
| Regions Financial Corp | 28,999 | $5.01M | 0.03% | +846+3.0% | Added |
| Davenport & Co LLC | 28,763 | $4.96M | 0.03% | −3,197−10.0% | Reduced |
| Carl Stuart Investment Advisor, Inc | 28,475 | $4.91M | 4.62% | 00.0% | Unchanged |
| CWM, LLC | 28,379 | $4.90M | 0.01% | +336+1.2% | Added |
| Cardinal Capital Management | 28,263 | $4.88M | 0.67% | −4,180−12.9% | Reduced |
| Regency Capital Management Inc. | 27,587 | $4.76M | 2.26% | −91−0.3% | Reduced |
| British Columbia Investment Management Corp | 27,550 | $4.76M | 0.03% | −3,078−10.0% | Reduced |
| Leuthold Group, LLC | 27,455 | $4.74M | 0.52% | +839+3.2% | Added |
| 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 |
| Comerica Bank | 26,995 | $4.66M | 0.02% | −1,620−5.7% | Reduced |
| Buckhead Capital Management LLC | 26,812 | $4.63M | 1.68% | −36−0.1% | Reduced |
| CIBC Asset Management Inc | 26,786 | $4.62M | 0.01% | −110−0.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 26,505 | $4.57M | 0.01% | +26,505 | New |
| New York Life Investment Management LLC | 25,997 | $4.49M | 0.04% | −1,299−4.8% | Reduced |
| Morningstar Investment Management LLC | 25,994 | $4.49M | 0.16% | +24,082+1,259.5% | Added |
| Assenagon Asset Management S.A. | 25,859 | $4.46M | 0.01% | −504−1.9% | Reduced |
| NEOS Investment Management LLC | 25,772 | $4.44M | 0.03% | +9,100+54.6% | Added |
| Colony Group, LLC | 25,461 | $4.39M | 0.01% | −1,566−5.8% | Reduced |
| Integrated Advisors Network LLC | 25,371 | $4.38M | 0.18% | +4,264+20.2% | Added |
| Dana Investment Advisors, Inc. | 25,310 | $4.37M | 0.13% | −771−3.0% | Reduced |
| Systematic Financial Management LP | 25,001 | $4.32M | 0.10% | −205−0.8% | Reduced |
| CIBC Bancorp USA Inc. | 24,992 | $4.31M | 0.03% | +24,992 | New |
| Xponance, Inc. | 24,911 | $4.30M | 0.03% | −1,748−6.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,154 | $4.17M | 0.03% | +2,195+10.0% | Added |
| Nissay Asset Management Corp | 24,074 | $4.16M | 0.02% | −133−0.5% | Reduced |
| Cullen Investment Group, Ltd. | 24,465 | $4.08M | 0.54% | −2,290−8.6% | Reduced |
| Woodline Partners LP | 23,455 | $4.05M | 0.02% | +3,812+19.4% | Added |
| Dean Investment Associates, LLC | 23,319 | $4.02M | 0.56% | +1,425+6.5% | Added |
| Elo Mutual Pension Insurance Co | 23,122 | $3.99M | 0.07% | +10,228+79.3% | Added |
| O'Shaughnessy Asset Management, LLC | 22,976 | $3.97M | 0.02% | +1,906+9.0% | Added |
| MML Investors Services, LLC | 22,670 | $3.91M | 0.01% | −1,148−4.8% | Reduced |
| Bank of Nova Scotia | 22,597 | $3.90M | 0.01% | +3,124+16.0% | Added |
| Barnes Pettey Financial Advisors, LLC | 22,439 | $3.87M | 2.12% | +10,702+91.2% | Added |
| Hancock Whitney Corp | 22,436 | $3.87M | 0.07% | +166+0.7% | Added |
| Janus Henderson Group PLC | 22,429 | $3.87M | 0.00% | −600−2.6% | Reduced |
| CIBC World Markets Inc. | 22,424 | $3.87M | 0.01% | +6,624+41.9% | Added |
| Verition Fund Management LLC | 22,285 | $3.85M | 0.02% | −19,542−46.7% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 21,588 | $3.73M | 0.44% | +42+0.2% | Added |
| Atria Investments LLC | 21,502 | $3.71M | 0.04% | −3,684−14.6% | Reduced |
| We Are One Seven, LLC | 21,235 | $3.67M | 0.08% | +3,602+20.4% | Added |
| Kaydan Wealth Management, Inc. | 21,175 | $3.65M | 1.04% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 20,832 | $3.60M | 0.03% | −983−4.5% | Reduced |
| UniSuper Management Pty Ltd | 20,785 | $3.59M | 0.02% | +1,484+7.7% | Added |
| Heartland Advisors Inc | 20,693 | $3.57M | 0.19% | −4,338−17.3% | Reduced |
| Ethic Inc. | 20,574 | $3.55M | 0.06% | −1,639−7.4% | Reduced |
| Sanctuary Advisors, LLC | 20,568 | $3.55M | 0.02% | −559−2.6% | Reduced |
| Graphene Investments SAS | 20,500 | $3.54M | 2.24% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 20,315 | $3.51M | 0.04% | −1,466−6.7% | Reduced |
| Oregon Public Employees Retirement Fund | 20,213 | $3.49M | 0.05% | +4,503+28.7% | Added |
| Sovereign's Capital Management, LLC | 20,102 | $3.47M | 1.88% | −4,508−18.3% | Reduced |
| United Capital Financial Advisers, LLC | 20,051 | $3.46M | 0.02% | +9,441+89.0% | Added |
| Mariner, LLC | 20,051 | $3.46M | 0.00% | −7,482−27.2% | Reduced |
| Omers Administration Corp | 19,674 | $3.40M | 0.02% | −200−1.0% | Reduced |
| Gotham Asset Management, LLC | 19,659 | $3.39M | 0.01% | −37−0.2% | Reduced |
| Millstone Evans Group, LLC | 19,491 | $3.36M | 2.14% | −134−0.7% | Reduced |
| Vident Advisory, LLC | 19,310 | $3.33M | 0.03% | +544+2.9% | Added |
| Center for Financial Planning, Inc. | 19,281 | $3.33M | 0.36% | −250−1.3% | Reduced |
| Mutual of America Capital Management LLC | 19,235 | $3.32M | 0.04% | −5,782−23.1% | Reduced |
| State of Alaska, Department of Revenue | 19,164 | $3.31M | 0.03% | −1,252−6.1% | Reduced |
| Cerity Partners LLC | 19,092 | $3.30M | 0.01% | −136−0.7% | Reduced |
| Nordea Investment Management AB | 18,746 | $3.27M | 0.00% | +2,096+12.6% | Added |
| Tredje AP-fonden | 18,837 | $3.25M | 0.03% | +1,604+9.3% | Added |
| Cumberland Partners Ltd | 18,600 | $3.21M | 0.21% | +9,500+104.4% | Added |
| Crossmark Global Holdings, Inc. | 17,837 | $3.08M | 0.05% | −790−4.2% | Reduced |
| Public Employees Retirement Association of Colorado | 17,786 | $3.07M | 0.01% | −1,763−9.0% | Reduced |
| Wealthfront Advisers LLC | 17,561 | $3.03M | 0.01% | +5,021+40.0% | Added |
| HighTower Advisors, LLC | 17,435 | $3.01M | 0.00% | +32+0.2% | Added |
| Wellspring Financial Advisors, LLC | 17,368 | $3.00M | 0.28% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 16,977 | $2.93M | 0.00% | −1,872−9.9% | Reduced |
| Candriam Luxembourg S.C.A. | 16,776 | $2.90M | 0.02% | −20.0% | Reduced |
| Aft, Forsyth & Sober, LLC | 16,500 | $2.85M | 0.88% | 00.0% | Unchanged |