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 |
|---|---|---|---|---|---|
| Stance Capital LLC | 15,952 | $2.75M | 1.01% | −403−2.5% | Reduced |
| Vinva Investment Management Ltd | 15,519 | $2.74M | 0.06% | +15,519 | New |
| V-Square Quantitative Management LLC | 15,821 | $2.73M | 0.46% | +219+1.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 15,342 | $2.65M | 0.02% | +4,238+38.2% | Added |
| Mediolanum International Funds Ltd | 14,839 | $2.62M | 0.03% | +1,252+9.2% | Added |
| Intech Investment Management LLC | 14,824 | $2.56M | 0.02% | +5,794+64.2% | Added |
| Apollon Wealth Management, LLC | 14,702 | $2.54M | 0.05% | −142−1.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 14,660 | $2.53M | 0.02% | +555+3.9% | Added |
| Concurrent Investment Advisors, LLC | 14,566 | $2.51M | 0.04% | +93+0.6% | Added |
| Steward Partners Investment Advisory, LLC | 14,409 | $2.49M | 0.01% | +1,060+7.9% | Added |
| Teachers Retirement System of the State of Kentucky | 14,343 | $2.48M | 0.02% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 14,304 | $2.47M | 0.01% | −2,283−13.8% | Reduced |
| White Pine Capital LLC | 14,252 | $2.46M | 0.70% | −272−1.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 14,247 | $2.46M | 0.01% | −1,352−8.7% | Reduced |
| CIBC Private Wealth Group, LLC | 13,762 | $2.38M | 0.00% | +1,496+12.2% | Added |
| High Net Worth Advisory Group LLC | 13,736 | $2.37M | 0.57% | −398−2.8% | Reduced |
| Davis Investment Partners, LLC | 14,197 | $2.36M | 0.80% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 13,628 | $2.35M | 0.01% | −764−5.3% | Reduced |
| Stablepoint Partners, LLC | 13,459 | $2.32M | 0.37% | +424+3.3% | Added |
| Park Avenue Securities LLC | 13,438 | $2.32M | 0.02% | −399−2.9% | Reduced |
| Heritage Wealth Advisors | 13,416 | $2.32M | 0.10% | 00.0% | Unchanged |
| Cullen Capital Management LLC | 13,392 | $2.31M | 0.03% | −695−4.9% | Reduced |
| William B. Walkup & Associates, Inc. | 13,335 | $2.30M | 1.23% | 00.0% | Unchanged |
| Empire Life Investments Inc. | 13,317 | $2.30M | 0.13% | +203+1.5% | Added |
| Brevan Howard Capital Management LP | 13,076 | $2.26M | 0.03% | −10,081−43.5% | Reduced |
| ISAM Funds (UK) Ltd | 13,018 | $2.25M | 0.46% | +13,018 | New |
| Alpine Woods Capital Investors, LLC | 12,900 | $2.23M | 0.52% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 12,924 | $2.19M | 0.04% | +376+3.0% | Added |
| Squarepoint Ops LLC | 12,394 | $2.14M | 0.00% | −27,505−68.9% | Reduced |
| Klingman & Associates, LLC | 12,224 | $2.11M | 0.11% | −15−0.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 12,149 | $2.10M | 1.06% | +12,149 | New |
| Vestmark Advisory Solutions, Inc. | 12,101 | $2.09M | 0.04% | +10,454+634.7% | Added |
| Bayview Asset Management, LLC | 11,975 | $2.07M | 1.59% | +11,975 | New |
| Dean Capital Management | 11,942 | $2.06M | 0.80% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 11,905 | $2.05M | 0.08% | −298−2.4% | Reduced |
| Intellus Advisors LLC | 11,801 | $2.04M | 0.28% | +4,902+71.1% | Added |
| Bank of New Hampshire | 11,578 | $2.00M | 0.46% | +74+0.6% | Added |
| Schonfeld Strategic Advisors LLC | 11,543 | $1.99M | 0.01% | −40,416−77.8% | Reduced |
| Kentucky Retirement Systems | 11,479 | $1.98M | 0.05% | −1,505−11.6% | Reduced |
| Oarsman Capital, Inc. | 11,227 | $1.94M | 0.27% | +84+0.8% | Added |
| M&T Bank Corp | 11,187 | $1.93M | 0.01% | −1,726−13.4% | Reduced |
| Walleye Trading LLC | 11,151 | $1.92M | 0.03% | +11,151 | New |
| Allen Investment Management LLC | 11,150 | $1.92M | 0.02% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 10,940 | $1.89M | 0.54% | +852+8.4% | Added |
| Keybank National Association | 10,863 | $1.87M | 0.01% | −101−0.9% | Reduced |
| PEAK6 LLC | 10,802 | $1.86M | 0.05% | +10,802 | New |
| Hartford Investment Management Co | 10,500 | $1.81M | 0.05% | −529−4.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 10,434 | $1.80M | 0.13% | +812+8.4% | Added |
| Norinchukin Bank, The | 10,330 | $1.78M | 0.02% | −169−1.6% | Reduced |
| King Luther Capital Management Corp | 10,324 | $1.78M | 0.01% | −75−0.7% | Reduced |
| Meridian Wealth Advisors, LLC | 10,216 | $1.76M | 0.25% | +62+0.6% | Added |
| Advocacy Wealth Management Services, LLC | 10,017 | $1.73M | 0.08% | +10,017 | New |
| Wedmont Private Capital | 10,425 | $1.73M | 0.06% | +64+0.6% | Added |
| Nilsine Partners, LLC | 9,943 | $1.72M | 0.15% | +1,544+18.4% | Added |
| Gulf International Bank (UK) Ltd | 9,769 | $1.69M | 0.06% | −148−1.5% | Reduced |
| Atlas Wealth LLC | 9,709 | $1.68M | 0.54% | −31−0.3% | Reduced |
| Metis Global Partners, LLC | 9,703 | $1.67M | 0.04% | −598−5.8% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 9,615 | $1.66M | 0.05% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 9,596 | $1.66M | 0.03% | +54+0.6% | Added |
| Tower Bridge Advisors | 9,559 | $1.65M | 0.16% | −145−1.5% | Reduced |
| Glenmede Investment Management, LP | 9,367 | $1.62M | 0.01% | +16+0.2% | Added |
| Louisiana State Employees Retirement System | 9,300 | $1.61M | 0.03% | −300−3.1% | Reduced |
| Commerce Bank | 9,268 | $1.60M | 0.01% | −27−0.3% | Reduced |
| TCG Advisory Services, LLC | 9,174 | $1.58M | 0.06% | −861−8.6% | Reduced |
| Bill Few Associates, Inc. | 9,095 | $1.57M | 0.40% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 9,090 | $1.57M | 0.04% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 8,938 | $1.54M | 0.02% | +2,514+39.1% | Added |
| Maryland State Retirement & Pension System | 8,886 | $1.53M | 0.03% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 8,862 | $1.53M | 0.44% | −212−2.3% | Reduced |
| Gladstone Institutional Advisory LLC | 8,834 | $1.52M | 0.06% | −227−2.5% | Reduced |
| Worldquant Millennium Advisors LLC | 8,833 | $1.52M | 0.01% | +8,833 | New |
| Atlantic Union Bankshares Corp | 8,613 | $1.49M | 0.03% | +8,613 | Added |
| Securian Asset Management, Inc | 8,518 | $1.47M | 0.04% | −935−9.9% | Reduced |
| CAPROCK Group, Inc. | 8,667 | $1.47M | 0.04% | +8,667 | New |
| Chiron Capital Management, LLC | 8,450 | $1.46M | 1.25% | 00.0% | Unchanged |
| Signaturefd, LLC | 8,378 | $1.45M | 0.02% | +40+0.5% | Added |
| ING Groep NV | 8,310 | $1.43M | 0.01% | −471−5.4% | Reduced |
| Board of the Pension Protection Fund | 8,300 | $1.43M | 1.40% | +900+12.2% | Added |
| Golden Road Advisors LLC | 8,248 | $1.42M | 0.82% | −1,374−14.3% | Reduced |
| New Mexico Educational Retirement Board | 8,175 | $1.41M | 0.04% | −400−4.7% | Reduced |
| Consolidated Planning Corp | 8,091 | $1.40M | 0.15% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 8,057 | $1.39M | 0.03% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 7,998 | $1.38M | 0.14% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 7,708 | $1.33M | 0.02% | −586−7.1% | Reduced |
| Oxford Financial Group Ltd | 7,705 | $1.33M | 0.08% | +147+1.9% | Added |
| Capital Investment Advisors, LLC | 7,634 | $1.32M | 0.02% | +5+0.1% | Added |
| Landscape Capital Management, L.L.C. | 7,526 | $1.30M | 0.08% | −1,156−13.3% | Reduced |
| Moody National Bank Trust Division | 7,441 | $1.28M | 0.11% | −48−0.6% | Reduced |
| Cadent Capital Advisors, LLC | 7,439 | $1.28M | 0.34% | +1,193+19.1% | Added |
| GHP Investment Advisors, Inc. | 7,408 | $1.28M | 0.05% | +435+6.2% | Added |
| Achmea Investment Management B.V. | 7,301 | $1.26M | 0.02% | 00.0% | Unchanged |
| SPC Financial, Inc. | 7,259 | $1.25M | 0.10% | −3,297−31.2% | Reduced |
| One + One Wealth Management, LLC | 7,248 | $1.25M | 0.61% | −311−4.1% | Reduced |
| JSF Financial, LLC | 7,179 | $1.24M | 0.27% | +7,179 | New |
| West Michigan Advisors, LLC | 7,140 | $1.23M | 0.30% | −150−2.1% | Reduced |
| Fulton Bank, N.A. | 7,125 | $1.23M | 0.04% | −132−1.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 7,115 | $1.23M | 0.01% | +804+12.7% | Added |
| AG2R la Mondiale Gestion D'Actifs | 8,001 | $1.23M | 0.06% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 7,091 | $1.22M | 0.01% | −2,780−28.2% | Reduced |
| SummitTX Capital, L.P. | 7,056 | $1.22M | 0.05% | +7,056 | New |