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 |
|---|---|---|---|---|---|
| First United Bank Trust | 1,825 | $315.0K | 0.10% | −665−26.7% | Reduced |
| Private Advisor Group, LLC | 1,818 | $313.9K | 0.00% | +87+5.0% | Added |
| Thomasville National Bank | 1,815 | $313.3K | 0.02% | +1,815 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,813 | $312.9K | 0.06% | +7+0.4% | Added |
| First Bank & Trust | 1,807 | $311.9K | 0.05% | 00.0% | Unchanged |
| Central Trust Co | 1,792 | $309.3K | 0.01% | +5+0.3% | Added |
| Brown Advisory Inc | 1,787 | $308.4K | 0.00% | −481−21.2% | Reduced |
| Inscription Capital, LLC | 1,733 | $299.1K | 0.03% | +305+21.4% | Added |
| Berkshire Asset Management LLC | 1,729 | $298.4K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,722 | $297.3K | 0.01% | +71+4.3% | Added |
| GAM Holding AG | 1,722 | $297.2K | 0.02% | +1,722 | New |
| Great Lakes Advisors, LLC | 1,720 | $296.9K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,700 | $293.4K | 0.01% | +100+6.3% | Added |
| Archer Investment Corp | 1,695 | $292.6K | 0.07% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,690 | $291.7K | 0.05% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,680 | $290.0K | 0.00% | −55−3.2% | Reduced |
| Quest Partners LLC | 1,677 | $289.4K | 0.02% | +245+17.1% | Added |
| Evergreen Capital Management LLC | 1,664 | $287.2K | 0.01% | +55+3.4% | Added |
| Edmp, Inc. | 1,662 | $286.9K | 0.23% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,639 | $283.0K | 0.01% | +221+15.6% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,638 | $282.7K | 0.03% | 00.0% | Unchanged |
| Camden Capital, LLC | 1,621 | $279.7K | 0.02% | +1,621 | New |
| Aspire Growth Partners LLC | 1,618 | $279.3K | 0.20% | +5+0.3% | Added |
| Ameritas Investment Partners, Inc. | 1,617 | $279.1K | 0.01% | −97−5.7% | Reduced |
| Stratos Wealth Advisors, LLC | 1,613 | $278.4K | 0.01% | −113−6.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,608 | $277.5K | 0.01% | −8,052−83.4% | Reduced |
| Patton Fund Management, Inc. | 1,602 | $276.5K | 0.05% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 1,726 | $275.4K | 0.00% | −7−0.4% | Reduced |
| David Loasby | 1,655 | $274.1K | 0.02% | +139+9.2% | Added |
| Diametric Capital, LP | 1,586 | $273.7K | 0.10% | +1,586 | New |
| Carson Advisory Inc. | 1,586 | $273.7K | 0.15% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,566 | $270.3K | 0.05% | −435−21.7% | Reduced |
| Eldridge Investment Advisors, Inc. | 1,563 | $269.0K | 0.06% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 1,544 | $266.5K | 0.02% | +1,544 | New |
| IFP Advisors, Inc | 1,538 | $265.5K | 0.01% | −720−31.9% | Reduced |
| Suncoast Equity Management | 1,526 | $263.4K | 0.03% | +1,526 | New |
| Dorsey & Whitney Trust CO LLC | 1,520 | $262.3K | 0.01% | +11+0.7% | Added |
| Winebrenner Capital Management LLC | 1,519 | $262.2K | 0.19% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 1,503 | $259.4K | 0.00% | +1,503 | New |
| Benjamin Edwards Inc | 1,497 | $258.4K | 0.00% | +1,497 | New |
| FSM Wealth Advisors, LLC | 1,490 | $257.2K | 0.04% | +14+0.9% | Added |
| HighPoint Advisor Group LLC | 1,484 | $256.1K | 0.01% | −253−14.6% | Reduced |
| Perigon Wealth Management, LLC | 1,481 | $255.6K | 0.01% | +34+2.3% | Added |
| Circle Wealth Management, LLC | 1,478 | $255.1K | 0.00% | +1,478 | New |
| Pitcairn Co | 1,456 | $251.4K | 0.02% | −112−7.1% | Reduced |
| RBA Wealth Management, LLC | 1,455 | $251.1K | 0.09% | −68−4.5% | Reduced |
| Kooman & Associates | 1,448 | $249.9K | 0.08% | +1+0.1% | Added |
| Independent Financial Group, LLC | 1,434 | $247.5K | 0.01% | +67+4.9% | Added |
| Moseley Investment Management Inc | 1,425 | $246.0K | 0.07% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 1,422 | $245.4K | 0.01% | +42+3.0% | Added |
| Snowden Capital Advisors LLC | 1,419 | $244.9K | 0.01% | −721−33.7% | Reduced |
| Cohen & Steers, Inc. | 1,400 | $242.0K | 0.00% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 1,400 | $241.6K | 0.06% | −30−2.1% | Reduced |
| Market Street Wealth Management Advisors LLC | 1,389 | $239.7K | 0.04% | −1−0.1% | Reduced |
| Journey Strategic Wealth LLC | 1,384 | $238.9K | 0.01% | +25+1.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,377 | $237.7K | 0.03% | −2−0.1% | Reduced |
| Fourth Dimension Wealth, LLC | 1,374 | $237.2K | 0.09% | +321+30.5% | Added |
| Sax Wealth Advisors, LLC | 1,356 | $234.0K | 0.01% | +11+0.8% | Added |
| Advisory Services Network, LLC | 1,354 | $233.8K | 0.00% | −14−1.0% | Reduced |
| Sovereign Financial Group, Inc. | 1,354 | $233.7K | 0.04% | +3+0.2% | Added |
| MAI Capital Management | 1,346 | $232.3K | 0.00% | +787+140.8% | Added |
| Advisory Alpha, LLC | 1,386 | $230.7K | 0.01% | +1,386 | New |
| Brown Brothers Harriman & Co | 1,331 | $229.7K | 0.00% | +514+62.9% | Added |
| Personal Cfo Solutions, LLC | 1,317 | $227.3K | 0.04% | −9−0.7% | Reduced |
| Letson Investment Management, Inc. | 1,305 | $225.2K | 0.08% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 1,303 | $224.9K | 0.01% | +1,303 | New |
| EverSource Wealth Advisors, LLC | 1,303 | $224.9K | 0.01% | +119+10.1% | Added |
| apricus wealth, LLC | 1,291 | $222.8K | 0.12% | +1,291 | New |
| Farther Finance Advisors, LLC | 1,290 | $222.7K | 0.00% | +259+25.1% | Added |
| Miracle Mile Advisors, LLC | 1,282 | $221.3K | 0.00% | +1,282 | New |
| Janney Capital Management LLC | 1,250 | $216.0K | 0.01% | +1,250 | New |
| Caldwell Trust Co | 1,248 | $215.4K | 0.02% | +379+43.6% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,243 | $214.5K | 0.02% | +1,243 | New |
| Heritage Wealth Management, Inc. | 1,212 | $209.2K | 0.06% | +1,212 | New |
| Howard Capital Management Inc. | 1,209 | $208.7K | 0.00% | +1,209 | New |
| Abn Amro Investment Solutions | 1,203 | $207.6K | 0.00% | +1,203 | New |
| Weiss Asset Management LP | 1,192 | $205.7K | 0.00% | +1,192 | New |
| Stratos Wealth Partners, LTD. | 1,188 | $205.1K | 0.00% | +1,188 | New |
| Iowa State Bank | 1,187 | $204.9K | 0.04% | +1,187 | New |
| Tiemann Investment Advisors, LLC | 1,184 | $204.4K | 0.08% | +1,184 | New |
| Advyzon Investment Management, LLC | 1,176 | $203.0K | 0.03% | +1,176 | New |
| Fiduciary Trust Co | 1,171 | $202.1K | 0.00% | +1,171 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,132 | $195.4K | 0.01% | −200−15.0% | Reduced |
| Bruce G. Allen Investments, LLC | 1,106 | $190.9K | 0.14% | −26−2.3% | Reduced |
| Stephenson National Bank & Trust | 1,072 | $185.0K | 0.06% | −42−3.8% | Reduced |
| Capula Management Ltd | 1,062 | $183.3K | 0.00% | +1,062 | New |
| Ci Investments Inc. | 1,034 | $178.0K | 0.00% | +231+28.8% | Added |
| Penserra Capital Management LLC | 1,031 | $177.0K | 0.00% | +11+1.1% | Added |
| Umb Bank N A | 1,001 | $172.8K | 0.00% | +2+0.2% | Added |
| Kentucky Trust Co | 980 | $169.1K | 0.09% | 00.0% | Unchanged |
| Allworth Financial LP | 977 | $168.7K | 0.00% | +151+18.3% | Added |
| Colonial Trust Co | 974 | $168.1K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 949 | $163.9K | 0.00% | +143+17.7% | Added |
| Park Place Capital Corp | 944 | $162.9K | 0.03% | −118−11.1% | Reduced |
| Hamilton Capital Partners Inc. | 939 | $162.1K | 0.01% | −419−30.9% | Reduced |
| Bayforest Capital Ltd | 875 | $151.0K | 0.07% | −1,982−69.4% | Reduced |
| Arlington Trust Co LLC | 846 | $146.0K | 0.03% | −3−0.4% | Reduced |
| Massmutual Trust Co FSB | 771 | $133.1K | 0.00% | +7+0.9% | Added |
| Clear Street Markets LLC | 770 | $132.9K | 0.04% | +648+531.1% | Added |
| Walleye Capital LLC | 766 | $132.2K | 0.00% | +766 | New |