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 |
|---|---|---|---|---|---|
| Formidable Asset Management, LLC | 7,776 | $1.19M | 0.19% | −27−0.3% | Reduced |
| Redwood Investment Management, LLC | 6,905 | $1.19M | 0.13% | +6,905 | New |
| Wolverine Trading, LLC | 6,708 | $1.18M | 0.02% | +3,788+129.7% | Added |
| Muirfield Wealth Advisors LLC | 6,767 | $1.17M | 0.87% | +22+0.3% | Added |
| Empowered Funds, LLC | 6,784 | $1.17M | 0.01% | +1,742+34.5% | Added |
| Sequoia Financial Advisors, LLC | 6,648 | $1.15M | 0.01% | +898+15.6% | Added |
| Twin Capital Management Inc | 6,645 | $1.15M | 0.14% | −160−2.4% | Reduced |
| Vestcor Inc | 6,636 | $1.15M | 0.03% | −2,372−26.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,630 | $1.14M | 0.04% | +56+0.9% | Added |
| Allstate Corp | 6,609 | $1.14M | 0.03% | +6,609 | New |
| Uniting Wealth Partners, LLC | 6,606 | $1.14M | 0.27% | 00.0% | Unchanged |
| Fairtree Asset Management (Pty) Ltd | 6,578 | $1.14M | 0.74% | +1,511+29.8% | Added |
| Empirical Finance, LLC | 6,490 | $1.12M | 0.05% | +57+0.9% | Added |
| Peak Planning Group, LLC | 6,474 | $1.12M | 0.58% | −2,130−24.8% | Reduced |
| Yorktown Management & Research Co Inc | 6,450 | $1.11M | 0.89% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 6,433 | $1.11M | 0.03% | −17,733−73.4% | Reduced |
| GAMMA Investing LLC | 6,359 | $1.10M | 0.06% | +1,019+19.1% | Added |
| Wealthspire Advisors, LLC | 6,259 | $1.08M | 0.01% | −344−5.2% | Reduced |
| Staley Capital Advisers Inc | 6,250 | $1.08M | 0.04% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 6,231 | $1.08M | 0.01% | +3,702+146.4% | Added |
| Cookson Peirce & Co Inc | 6,174 | $1.07M | 0.04% | +1,110+21.9% | Added |
| NorthCrest Asset Manangement, LLC | 6,327 | $1.05M | 0.03% | +18+0.3% | Added |
| Intrust Bank NA | 6,040 | $1.04M | 0.09% | +74+1.2% | Added |
| HRT Financial LP | 6,020 | $1.04M | 0.00% | −3,065−33.7% | Reduced |
| Stephens Inc | 5,936 | $1.02M | 0.01% | −269−4.3% | Reduced |
| Rockefeller Capital Management L.P. | 5,908 | $1.02M | 0.00% | +5,908 | New |
| Systematic Alpha Investments, LLC | 5,700 | $983.8K | 0.03% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 5,683 | $980.9K | 0.01% | −175−3.0% | Reduced |
| Van Eck Associates Corp | 5,664 | $978.0K | 0.00% | +794+16.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,655 | $976.1K | 0.01% | −137−2.4% | Reduced |
| Belpointe Asset Management LLC | 5,562 | $960.0K | 0.04% | −385−6.5% | Reduced |
| Intact Investment Management Inc. | 5,500 | $949.3K | 0.03% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 5,463 | $942.9K | 0.14% | +5,463 | New |
| Signature Wealth Management Group | 5,365 | $926.0K | 0.36% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 5,362 | $925.5K | 0.01% | −261−4.6% | Reduced |
| MGB Wealth Management, LLC | 5,352 | $923.8K | 0.26% | −351−6.2% | Reduced |
| Gateway Investment Advisers LLC | 5,348 | $923.1K | 0.01% | −50−0.9% | Reduced |
| Ronald Blue Trust, Inc. | 5,339 | $921.5K | 0.01% | +373+7.5% | Added |
| SRS Capital Advisors, Inc. | 5,309 | $916.3K | 0.01% | +4,810+963.9% | Added |
| XTX Topco Ltd | 5,288 | $912.7K | 0.05% | +3,707+234.5% | Added |
| J.W. Cole Advisors, Inc. | 5,258 | $907.5K | 0.02% | −6−0.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,197 | $897.0K | 0.01% | +1,334+34.5% | Added |
| Skopos Labs, Inc. | 5,804 | $889.3K | 0.12% | +48+0.8% | Added |
| Covenant Partners, LLC | 5,093 | $879.1K | 0.25% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 5,083 | $877.4K | 0.01% | −8,068−61.3% | Reduced |
| Wetzel Investment Advisors, Inc. | 5,029 | $868.0K | 0.37% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 5,027 | $867.7K | 0.29% | +83+1.7% | Added |
| Jump Financial, LLC | 4,993 | $861.8K | 0.01% | +3,245+185.6% | Added |
| HBK Sorce Advisory LLC | 5,216 | $853.9K | 0.02% | −45−0.9% | Reduced |
| Polymer Capital Management (US) LLC | 4,892 | $844.4K | 0.11% | +4,892 | New |
| Bridgewater Advisors Inc. | 5,193 | $835.2K | 0.06% | −312−5.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 4,811 | $830.4K | 0.05% | −700−12.7% | Reduced |
| MUFG Securities Americas Inc. | 4,786 | $826.1K | 0.05% | +762+18.9% | Added |
| Guinness Asset Management LTD | 4,639 | $818.5K | 0.01% | +521+12.7% | Added |
| Cyndeo Wealth Partners, LLC | 4,697 | $810.7K | 0.05% | −41−0.9% | Reduced |
| Wealthcare Advisory Partners LLC | 4,647 | $802.1K | 0.02% | +1,514+48.3% | Added |
| one8zero8, LLC | 4,637 | $800.3K | 0.17% | 00.0% | Unchanged |
| Nomura Holdings Inc | 4,589 | $792.1K | 0.00% | +4,589 | New |
| Plato Investment Management Ltd | 4,559 | $780.9K | 0.05% | +4,342+2,000.9% | Added |
| Toroso Investments, LLC | 4,519 | $777.7K | 0.00% | +442+10.8% | Added |
| Forum Financial Management, LP | 4,503 | $777.2K | 0.01% | +10.0% | Added |
| Principal Street Partners, LLC | 4,468 | $771.2K | 0.12% | −203−4.3% | Reduced |
| Quadrant Capital Group LLC | 4,461 | $770.0K | 0.03% | +30+0.7% | Added |
| Jones Financial Companies LLLP | 4,362 | $765.7K | 0.00% | +751+20.8% | Added |
| Skylands Capital, LLC | 4,437 | $763.6K | 0.11% | −350−7.3% | Reduced |
| Tema ETFs LLC | 4,374 | $755.0K | 0.06% | +4,374 | New |
| STRS Ohio | 4,372 | $754.6K | 0.00% | −15,189−77.6% | Reduced |
| Johnson Investment Counsel Inc | 4,352 | $751.2K | 0.01% | +28+0.6% | Added |
| Global Financial Private Client, LLC | 4,321 | $745.8K | 0.27% | +12+0.3% | Added |
| Norden Group LLC | 4,283 | $739.3K | 0.08% | −1,250−22.6% | Reduced |
| Coldstream Capital Management Inc | 4,279 | $738.5K | 0.01% | +150+3.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 4,236 | $731.1K | 0.00% | −20,382−82.8% | Reduced |
| Net Worth Advisory Group | 4,221 | $728.5K | 0.21% | −543−11.4% | Reduced |
| Harrell Investment Partners, LLC | 4,182 | $721.7K | 0.17% | +13+0.3% | Added |
| Farringdon Capital, Ltd. | 4,083 | $704.7K | 0.18% | +4,083 | New |
| Great Valley Advisor Group, Inc. | 4,073 | $702.9K | 0.01% | −3−0.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 4,000 | $690.4K | 0.08% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 3,998 | $690.1K | 0.01% | −176−4.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 3,949 | $681.6K | 0.04% | −148−3.6% | Reduced |
| Lido Advisors, LLC | 3,885 | $670.7K | 0.00% | +2,502+180.9% | Added |
| HB Wealth Management, LLC | 3,852 | $665.0K | 0.00% | +369+10.6% | Added |
| ABLE Financial Group, LLC | 3,807 | $657.1K | 0.14% | +141+3.8% | Added |
| Prudential PLC | 3,777 | $651.9K | 0.00% | −2,266−37.5% | Reduced |
| NorthRock Partners, LLC | 3,771 | $650.8K | 0.01% | −510−11.9% | Reduced |
| Applied Finance Capital Management, LLC | 3,763 | $649.5K | 0.05% | −1,232−24.7% | Reduced |
| Empirical Asset Management, LLC | 3,748 | $647.0K | 0.18% | −1,913−33.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,744 | $646.2K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,714 | $639.2K | 0.01% | +618+20.0% | Added |
| Bessemer Group Inc | 3,633 | $627.0K | 0.00% | +339+10.3% | Added |
| NVWM, LLC | 3,630 | $626.5K | 0.14% | +93+2.6% | Added |
| Canada Post Corp Registered Pension Plan | 3,543 | $625.1K | 0.03% | +690+24.2% | Added |
| Aaron Wealth Advisors | 3,603 | $621.9K | 0.04% | +3,603 | New |
| Westerkirk Capital Inc. | 3,600 | $621.4K | 0.07% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 3,600 | $621.4K | 1.04% | +2,200+157.1% | Added |
| RSM US Wealth Management LLC | 3,532 | $609.6K | 0.01% | −37−1.0% | Reduced |
| Texas Yale Capital Corp. | 3,445 | $594.6K | 0.02% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 3,443 | $594.3K | 0.04% | +141+4.3% | Added |
| Rehmann Capital Advisory Group | 3,434 | $592.7K | 0.03% | +398+13.1% | Added |
| Northwestern Mutual Wealth Management Co | 3,412 | $588.8K | 0.00% | +99+3.0% | Added |
| MUFG Securities EMEA plc | 3,397 | $586.3K | 0.01% | +2,854+525.6% | Added |