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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 762 | $131.5K | 0.00% | −32−4.0% | Reduced |
| Larson Financial Group LLC | 737 | $127.2K | 0.00% | +39+5.6% | Added |
| Ofi Invest Asset Management | 854 | $125.4K | 0.00% | +854 | New |
| DT Investment Partners, LLC | 719 | $124.1K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 717 | $123.8K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 703 | $121.3K | 0.01% | +5+0.7% | Added |
| Global Retirement Partners, LLC | 668 | $115.3K | 0.00% | +71+11.9% | Added |
| First Horizon Corp | 667 | $115.1K | 0.01% | +667 | New |
| GGM Financials LLC | 618 | $106.6K | 0.05% | +618 | New |
| Delta Asset Management LLC | 600 | $103.6K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 580 | $100.1K | 0.01% | −12−2.0% | Reduced |
| Loomis Sayles & Co L P | 579 | $99.9K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 570 | $98.4K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 550 | $94.9K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 531 | $92.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 515 | $88.9K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 512 | $88.4K | 0.06% | +19+3.9% | Added |
| Foster Dykema Cabot & Partners, LLC | 500 | $86.3K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 496 | $85.6K | 0.05% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 476 | $82.2K | 0.01% | +476 | New |
| Resources Management Corp | 472 | $81.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 460 | $80.0K | 0.04% | −186−28.8% | Reduced |
| Private Trust Co NA | 418 | $72.1K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 399 | $68.9K | 0.01% | −4−1.0% | Reduced |
| Zions Bancorporation, National Association | 395 | $68.2K | 0.00% | +22+5.9% | Added |
| Sentry Investment Management LLC | 406 | $67.0K | 0.04% | −135−25.0% | Reduced |
| Trust Co | 379 | $65.4K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 376 | $64.9K | 0.01% | +1+0.3% | Added |
| Shell Asset Management Co | 369 | $64.0K | 0.01% | −3,181−89.6% | Reduced |
| Alerus Financial NA | 363 | $62.7K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 332 | $57.3K | 0.00% | −5−1.5% | Reduced |
| JFS Wealth Advisors, LLC | 300 | $51.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 300 | $51.8K | 0.00% | −114−27.5% | Reduced |
| Operose Advisors LLC | 300 | $51.8K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 289 | $49.9K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 289 | $49.9K | 0.00% | +289 | New |
| TCTC Holdings, LLC | 287 | $49.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 285 | $49.2K | 0.01% | +181+174.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 270 | $46.6K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 259 | $44.7K | 0.03% | 00.0% | Unchanged |
| Hemington Wealth Management | 256 | $44.0K | 0.01% | +13+5.3% | Added |
| Princeton Global Asset Management LLC | 245 | $42.3K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 224 | $38.7K | 0.00% | −181−44.7% | Reduced |
| Central Pacific Bank - Trust Division | 214 | $36.9K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 197 | $34.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 199 | $33.2K | 0.00% | −235−54.1% | Reduced |
| Deseret Mutual Benefit Administrators | 192 | $33.1K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 191 | $33.0K | 0.01% | +191 | New |
| Quent Capital, LLC | 189 | $32.6K | 0.00% | +189 | New |
| Salomon & Ludwin, LLC | 187 | $31.2K | 0.00% | +187 | New |
| Valley National Advisers Inc | 174 | $30.0K | 0.00% | +2+1.2% | Added |
| Essential Partners LLC | 171 | $29.5K | 0.01% | +19+12.5% | Added |
| Johnson Financial Group, Inc. | 169 | $29.2K | 0.00% | +19+12.7% | Added |
| Creative Financial Designs Inc | 165 | $28.5K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 151 | $26.1K | 0.01% | +151 | New |
| Accredited Wealth Management, LLC | 53 | $25.7K | 0.02% | −96−64.4% | Reduced |
| Rossby Financial, LCC | 150 | $24.9K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 144 | $24.9K | 0.00% | −14−8.9% | Reduced |
| WPG Advisers, LLC | 142 | $24.5K | 0.02% | +11+8.4% | Added |
| Westside Investment Management, Inc. | 146 | $24.2K | 0.00% | +73+100.0% | Added |
| Aventura Private Wealth, LLC | 140 | $24.2K | 0.01% | +140 | New |
| Birchbrook, Inc. | 131 | $22.6K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 129 | $22.3K | 0.01% | +3+2.4% | Added |
| Whittier Trust Co of Nevada Inc | 132 | $22.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 129 | $22.0K | 0.00% | +2+1.6% | Added |
| Fortitude Family Office, LLC | 127 | $21.9K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 126 | $21.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 120 | $21.0K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 120 | $20.7K | 0.01% | +120 | New |
| Farmers & Merchants Investments Inc | 117 | $20.2K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 111 | $19.2K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 108 | $18.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 108 | $18.6K | 0.00% | +12+12.5% | Added |
| Raiffeisen Bank International AG | 97 | $17.1K | 0.00% | −19−16.4% | Reduced |
| Glen Eagle Advisors, LLC | 86 | $14.8K | 0.00% | +6+7.5% | Added |
| Duncker Streett & Co Inc | 82 | $14.2K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 81 | $14.0K | 0.00% | +81 | New |
| Golden State Wealth Management, LLC | 75 | $12.9K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 75 | $12.9K | 0.00% | +3+4.2% | Added |
| Solstein Capital, LLC | 74 | $12.8K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 74 | $12.8K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 64 | $11.0K | 0.00% | +47+276.5% | Added |
| Private Wealth Management Group, LLC | 62 | $10.7K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 61 | $10.5K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 60 | $10.3K | 0.00% | +60 | New |
| Key Financial Inc | 62 | $10.3K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 59 | $10.2K | 0.00% | −123−67.6% | Reduced |
| Financial Management Professionals, Inc. | 59 | $10.2K | 0.00% | +11+22.9% | Added |
| South State Corp. | 58 | $10.0K | 0.00% | −49−45.8% | Reduced |
| Pacific Center for Financial Services | 58 | $10.0K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 57 | $9.84K | 0.00% | +9+18.8% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 56 | $9.67K | 0.01% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 55 | $9.49K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 53 | $9.15K | 0.00% | +53 | New |
| Avion Wealth | 57 | $9.00K | 0.00% | +12+26.7% | Added |
| Washington Trust Advisors, Inc. | 51 | $8.88K | 0.00% | +8+18.6% | Added |
| Newbridge Financial Services Group, Inc. | 50 | $8.63K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 49 | $8.46K | 0.00% | +49 | New |
| UMA Financial Services, Inc. | 49 | $8.46K | 0.00% | +49 | New |
| Retirement Wealth Solutions LLC | 48 | $8.28K | 0.01% | +3+6.7% | Added |