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 |
|---|---|---|---|---|---|
| Pinnacle Wealth Management Advisory Group, LLC | 3,389 | $584.9K | 0.04% | +24+0.7% | Added |
| Syon Capital LLC | 3,379 | $583.2K | 0.03% | +840+33.1% | Added |
| Vise Technologies, Inc. | 3,375 | $582.5K | 0.02% | +233+7.4% | Added |
| Beverly Hills Private Wealth, LLC | 3,364 | $580.6K | 0.10% | −121−3.5% | Reduced |
| Savant Capital, LLC | 3,333 | $575.2K | 0.00% | −3,037−47.7% | Reduced |
| Guggenheim Capital LLC | 3,312 | $571.7K | 0.00% | −508−13.3% | Reduced |
| Visionary Wealth Advisors | 3,306 | $570.6K | 0.03% | −99−2.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,284 | $566.8K | 0.02% | −73−2.2% | Reduced |
| Catalytic Wealth RIA, LLC | 3,283 | $566.6K | 0.02% | +1,454+79.5% | Added |
| Level Four Advisory Services, LLC | 3,280 | $566.2K | 0.02% | +400+13.9% | Added |
| Tectonic Advisors LLC | 3,264 | $563.4K | 0.03% | +65+2.0% | Added |
| Sowell Financial Services LLC | 3,247 | $560.4K | 0.02% | −353−9.8% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 3,241 | $559.4K | 0.14% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 3,200 | $552.3K | 0.08% | +3,200 | New |
| Dock Street Asset Management Inc | 3,198 | $552.0K | 0.05% | +2+0.1% | Added |
| Brighton Jones LLC | 3,184 | $549.6K | 0.01% | +153+5.0% | Added |
| ASR Vermogensbeheer N.V. | 3,138 | $541.6K | 0.01% | −31−1.0% | Reduced |
| Smartleaf Asset Management LLC | 3,044 | $537.1K | 0.03% | +528+21.0% | Added |
| Venturi Wealth Management, LLC | 3,074 | $530.6K | 0.02% | −27−0.9% | Reduced |
| Novak & Powell Financial Services, Inc. | 3,073 | $530.4K | 0.28% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 3,054 | $527.1K | 0.22% | +9+0.3% | Added |
| Huntington National Bank | 2,976 | $513.7K | 0.00% | +290+10.8% | Added |
| Greenleaf Trust | 2,975 | $513.5K | 0.00% | −77−2.5% | Reduced |
| Kingsview Wealth Management, LLC | 2,967 | $512.0K | 0.01% | +74+2.6% | Added |
| Oppenheimer & Co Inc | 2,951 | $509.3K | 0.01% | −288−8.9% | Reduced |
| Shulman DeMeo Asset Management LLC | 2,923 | $504.5K | 0.12% | −203−6.5% | Reduced |
| Collective Family Office LLC | 2,888 | $498.5K | 0.12% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 2,848 | $491.6K | 0.02% | +122+4.5% | Added |
| Voleon Capital Management LP | 2,846 | $491.2K | 0.01% | −5,669−66.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,847 | $491.0K | 0.00% | −125−4.2% | Reduced |
| Contravisory Investment Management, Inc. | 2,822 | $487.1K | 0.09% | +2,822 | New |
| Great Lakes Retirement, Inc. | 2,805 | $484.1K | 0.05% | −25−0.9% | Reduced |
| Argus Investors' Counsel, Inc. | 2,804 | $484.0K | 0.38% | −26−0.9% | Reduced |
| Kestra Private Wealth Services, LLC | 2,770 | $478.1K | 0.01% | −223−7.5% | Reduced |
| Ballentine Partners, LLC | 2,754 | $475.3K | 0.01% | +36+1.3% | Added |
| Callan Family Office, LLC | 2,754 | $475.3K | 0.02% | +140+5.4% | Added |
| MTM Investment Management, LLC | 2,752 | $475.0K | 0.15% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,714 | $468.4K | 0.11% | +169+6.6% | Added |
| Agate Pass Investment Management, LLC | 2,682 | $462.9K | 0.18% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 2,589 | $446.9K | 0.03% | +4+0.2% | Added |
| Lebenthal Global Advisors, LLC | 2,569 | $443.5K | 0.08% | +1,008+64.6% | Added |
| Essex Financial Services, Inc. | 2,566 | $442.8K | 0.03% | +444+20.9% | Added |
| Vontobel Holding Ltd. | 2,564 | $442.5K | 0.00% | −166−6.1% | Reduced |
| Catalyst Capital Advisors LLC | 2,560 | $441.9K | 0.01% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 2,557 | $441.3K | 0.07% | +7+0.3% | Added |
| Sagespring Wealth Partners, LLC | 2,523 | $435.5K | 0.01% | +123+5.1% | Added |
| Samalin Investment Counsel, LLC | 2,523 | $435.5K | 0.15% | −121−4.6% | Reduced |
| Deane Retirement Strategies, Inc. | 2,509 | $433.1K | 0.19% | +1,002+66.5% | Added |
| Cornerstone Wealth Group, LLC | 2,503 | $431.9K | 0.03% | +6+0.2% | Added |
| Inceptionr LLC | 2,488 | $428.2K | 0.10% | −12,562−83.5% | Reduced |
| Profund Advisors LLC | 2,463 | $425.1K | 0.01% | +112+4.8% | Added |
| Darwin Advisors, LLC | 2,428 | $419.2K | 0.13% | +5+0.2% | Added |
| Evercore Wealth Management, LLC | 2,428 | $419.1K | 0.01% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 2,419 | $417.5K | 0.31% | +9+0.4% | Added |
| denkapparat Operations GmbH | 2,416 | $417.0K | 0.27% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,413 | $416.5K | 0.01% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 2,403 | $414.7K | 0.09% | +3+0.1% | Added |
| Ostrum Asset Management | 2,396 | $413.6K | 0.02% | −74−3.0% | Reduced |
| Cresset Asset Management, LLC | 2,392 | $412.8K | 0.00% | +345+16.9% | Added |
| Stonebrook Private Inc. | 2,363 | $407.9K | 0.09% | −397−14.4% | Reduced |
| First Eagle Investment Management, LLC | 2,343 | $404.4K | 0.00% | −1,377−37.0% | Reduced |
| Phillips Wealth Planners LLC | 2,398 | $402.0K | 0.33% | −292−10.9% | Reduced |
| Aspen Grove Capital, LLC | 2,316 | $399.7K | 0.07% | −1,075−31.7% | Reduced |
| Checchi Capital Advisers, LLC | 2,315 | $399.6K | 0.03% | −269−10.4% | Reduced |
| Portside Wealth Group, LLC | 2,310 | $398.7K | 0.06% | −62−2.6% | Reduced |
| Westpac Banking Corp | 2,303 | $397.5K | 0.02% | −103−4.3% | Reduced |
| DRW Securities, LLC | 2,285 | $395.7K | 0.02% | −67−2.8% | Reduced |
| Clarus Group, Inc. | 2,271 | $391.9K | 0.14% | −229−9.2% | Reduced |
| Prospera Financial Services Inc | 2,260 | $390.1K | 0.01% | −667−22.8% | Reduced |
| Searle & Co. | 2,260 | $390.1K | 0.10% | +2,260 | New |
| Flagship Harbor Advisors, LLC | 2,248 | $388.1K | 0.02% | −22−1.0% | Reduced |
| Horizon Advisory Services, Inc. | 2,244 | $387.3K | 0.20% | −41−1.8% | Reduced |
| Blair William & Co | 2,238 | $386.3K | 0.00% | +465+26.2% | Added |
| Exchange Traded Concepts, LLC | 2,200 | $379.7K | 0.00% | −71−3.1% | Reduced |
| Arbor Investment Advisors, LLC | 2,181 | $376.4K | 0.05% | −2−0.1% | Reduced |
| Hudson Bay Capital Management LP | 2,161 | $373.0K | 0.00% | −1,448−40.1% | Reduced |
| Trust Asset Management LLC | 2,119 | $365.7K | 0.03% | 00.0% | Unchanged |
| Everence Capital Management Inc | 2,080 | $359.0K | 0.02% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 2,078 | $358.7K | 0.04% | +6+0.3% | Added |
| Groupama Asset Managment | 2,071 | $357.5K | 0.01% | +2,071 | New |
| Meeder Advisory Services, Inc. | 2,069 | $357.2K | 0.02% | −74−3.5% | Reduced |
| Confluence Wealth Services, Inc. | 2,069 | $357.1K | 0.02% | +46+2.3% | Added |
| Pine Valley Investments Ltd Liability Co | 2,062 | $356.0K | 0.02% | −711−25.6% | Reduced |
| Summit Wealth Group LLC | 3,527 | $354.2K | 0.05% | +3,527 | New |
| Diversify Advisory Services, LLC | 2,203 | $350.0K | 0.01% | +182+9.0% | Added |
| Allred Capital Management, LLC | 2,005 | $346.1K | 0.12% | +43+2.2% | Added |
| Principle Wealth Partners LLC | 2,005 | $346.1K | 0.02% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,966 | $339.3K | 0.00% | −6,241−76.0% | Reduced |
| Synovus Financial Corp | 1,955 | $337.5K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,940 | $334.8K | 0.00% | +22+1.1% | Added |
| CX Institutional | 1,936 | $334.0K | 0.01% | +2+0.1% | Added |
| Alliance Wealth Advisors, LLC | 1,930 | $333.1K | 0.08% | −310−13.8% | Reduced |
| Valeo Financial Advisors, LLC | 1,924 | $332.1K | 0.01% | +61+3.3% | Added |
| National Asset Management, Inc. | 1,923 | $331.9K | 0.02% | +22+1.2% | Added |
| TownSquare Capital, LLC | 1,893 | $326.7K | 0.05% | −1,027−35.2% | Reduced |
| Dynamic Advisor Solutions LLC | 1,885 | $325.3K | 0.01% | +33+1.8% | Added |
| Novare Capital Management LLC | 1,884 | $325.2K | 0.02% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,850 | $319.0K | 0.05% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 1,846 | $318.6K | 0.03% | 00.0% | Unchanged |
| Virtu Financial LLC | 1,836 | $317.0K | 0.02% | −4,244−69.8% | Reduced |