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, Q4 2025
Institutional positions in Raymond James Financial Inc as of Dec 31, 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
- 936
- +58 vs. Q3 2025
- Shares held
- 153.1M
- +2.35M (+1.6%) vs. Q3 2025
- Total value
- $24.6B
- −$1.43B (−5.5%) vs. Q3 2025
- New holders
- 135
- 321 more added
- Sold out
- 77
- 323 more reduced
16 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Raymond James Financial Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 21,749,721 | $3.49B | 0.05% | −133,418−0.6% | Reduced |
| BlackRock, Inc. | 14,163,156 | $2.27B | 0.04% | −386,407−2.7% | Reduced |
| Primecap Management Co | 9,342,072 | $1.50B | 1.14% | −304,210−3.2% | Reduced |
| Wellington Management Group LLP | 8,693,741 | $1.40B | 0.24% | −324,551−3.6% | Reduced |
| State Street Corp | 7,909,802 | $1.27B | 0.04% | −122,369−1.5% | Reduced |
| FMR LLC | 5,706,383 | $916.4M | 0.05% | −79,244−1.4% | Reduced |
| JPMorgan Chase & Co | 5,314,641 | $853.5M | 0.06% | −533,228−9.1% | Reduced |
| Geode Capital Management, LLC | 4,551,369 | $727.9M | 0.04% | −10,508−0.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,457,716 | $555.3M | 0.35% | −185,520−5.1% | Reduced |
| First Trust Advisors LP | 3,071,996 | $493.3M | 0.36% | +474,477+18.3% | Added |
| Victory Capital Management Inc | 2,785,857 | $447.4M | 0.25% | +21,856+0.8% | Added |
| Morgan Stanley | 2,621,221 | $420.9M | 0.03% | −48,875−1.8% | Reduced |
| Dimensional Fund Advisors LP | 2,358,225 | $378.7M | 0.08% | +8970.0% | Added |
| Invesco Ltd. | 2,338,521 | $375.5M | 0.04% | +254,773+12.2% | Added |
| Earnest Partners LLC | 2,317,387 | $372.1M | 1.59% | −154,437−6.2% | Reduced |
| Bank of America Corp | 2,229,533 | $358.0M | 0.03% | +232,053+11.6% | Added |
| Norges Bank | 2,019,197 | $324.3M | 0.03% | +2,019,197 | New |
| Northern Trust Corp | 1,947,855 | $312.8M | 0.04% | −108,250−5.3% | Reduced |
| Massachusetts Financial Services Co | 1,931,920 | $310.2M | 0.10% | −75,435−3.8% | Reduced |
| Goldman Sachs Group Inc | 1,848,726 | $296.9M | 0.04% | −63,437−3.3% | Reduced |
| UBS Asset Management Americas Inc | 1,406,645 | $225.9M | 0.05% | −45,373−3.1% | Reduced |
| Bank of New York Mellon Corp | 1,201,739 | $193.0M | 0.03% | +216,907+22.0% | Added |
| Legal & General Group Plc | 1,191,415 | $191.3M | 0.04% | −59,988−4.8% | Reduced |
| HSBC Holdings PLC | 1,134,580 | $182.4M | 0.10% | −165,872−12.8% | Reduced |
| Charles Schwab Investment Management Inc | 1,097,112 | $176.2M | 0.03% | +8,575+0.8% | Added |
| AQR Capital Management LLC | 1,096,731 | $176.1M | 0.09% | +313,587+40.0% | Added |
| Harfst & Associates, Inc. | 1,067,120 | $171.4M | 30.90% | +36,183+3.5% | Added |
| SEI Investments Co | 987,579 | $158.6M | 0.16% | +54,977+5.9% | Added |
| UBS Group AG | 841,859 | $135.2M | 0.03% | +227,781+37.1% | Added |
| Prudential Financial Inc | 819,078 | $131.5M | 0.16% | +148,741+22.2% | Added |
| Mercer Global Advisors Inc | 792,153 | $127.2M | 0.19% | −104,866−11.7% | Reduced |
| Raymond James Financial Inc | 736,484 | $118.3M | 0.04% | −14,449−1.9% | Reduced |
| Nuveen, LLC | 724,587 | $116.4M | 0.03% | −17,060−2.3% | Reduced |
| Barclays PLC | 724,251 | $116.3M | 0.05% | +126,572+21.2% | Added |
| Franklin Resources Inc | 677,581 | $108.8M | 0.03% | +70,849+11.7% | Added |
| Principal Financial Group Inc | 572,799 | $92.0M | 0.05% | −3,153−0.5% | Reduced |
| The PNC Financial Services Group, Inc. | 571,909 | $91.8M | 0.05% | −9,509−1.6% | Reduced |
| Deutsche Bank AG | 570,462 | $91.6M | 0.03% | −26,764−4.5% | Reduced |
| Qube Research & Technologies Ltd | 547,613 | $87.9M | 0.13% | +248,420+83.0% | Added |
| Congress Asset Management Co | 514,314 | $82.6M | 0.58% | −124,776−19.5% | Reduced |
| Envestnet Asset Management Inc | 511,536 | $82.1M | 0.02% | −107,393−17.4% | Reduced |
| Alliancebernstein L.P. | 491,924 | $79.0M | 0.02% | +117,745+31.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 449,099 | $72.1M | 0.04% | −21,633−4.6% | Reduced |
| BNP Paribas Arbitrage, SA | 437,675 | $70.3M | 0.04% | +29,454+7.2% | Added |
| Citigroup Inc | 436,801 | $70.1M | 0.05% | +61,232+16.3% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 404,523 | $65.8M | 1.60% | −232−0.1% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 397,662 | $64.6M | 0.18% | +397,662 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 387,469 | $63.4M | 0.04% | +15,395+4.1% | Added |
| Fisher Asset Management, LLC | 392,663 | $63.1M | 0.02% | +25,410+6.9% | Added |
| Silvercrest Asset Management Group LLC | 391,968 | $62.9M | 0.43% | −29,090−6.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 383,869 | $61.6M | 0.10% | −83,056−17.8% | Reduced |
| Canada Pension Plan Investment Board | 378,782 | $60.8M | 0.04% | +54,936+17.0% | Added |
| Price T Rowe Associates Inc | 367,988 | $59.1M | 0.01% | −9,164−2.4% | Reduced |
| Wells Fargo & Company | 358,708 | $57.6M | 0.01% | −10,460−2.8% | Reduced |
| Amundi | 351,209 | $56.4M | 0.02% | −6,551−1.8% | Reduced |
| Palisade Capital Management LLC | 349,907 | $56.2M | 1.67% | −28,152−7.4% | Reduced |
| Rhumbline Advisers | 346,823 | $55.7M | 0.05% | −9,383−2.6% | Reduced |
| California Public Employees Retirement System | 338,503 | $54.4M | 0.03% | −2,699−0.8% | Reduced |
| Natixis Advisors, L.P. | 329,450 | $52.9M | 0.07% | +13,591+4.3% | Added |
| New York State Common Retirement Fund | 324,126 | $52.1M | 0.07% | −1,057−0.3% | Reduced |
| Ameriprise Financial Inc | 320,506 | $51.5M | 0.01% | −117,310−26.8% | Reduced |
| Man Group plc | 313,367 | $50.3M | 0.10% | +268,774+602.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 311,485 | $50.0M | 0.06% | +311,485 | New |
| TD Asset Management Inc | 306,848 | $49.3M | 0.04% | −17,190−5.3% | Reduced |
| National Pension Service | 294,078 | $47.2M | 0.03% | +13,273+4.7% | Added |
| Millennium Management LLC | 282,603 | $45.4M | 0.03% | −1,124,253−79.9% | Reduced |
| Clearbridge Investments, LLC | 279,203 | $44.8M | 0.04% | −8,717−3.0% | Reduced |
| Bank of Montreal | 277,863 | $44.6M | 0.02% | −13,485−4.6% | Reduced |
| California State Teachers Retirement System | 276,462 | $44.4M | 0.04% | +8,810+3.3% | Added |
| Davis Asset Management, L.P. | 270,000 | $43.4M | 1.55% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 265,917 | $42.7M | 0.69% | −115,337−30.3% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 258,413 | $41.5M | 2.02% | −5,955−2.3% | Reduced |
| Royal Bank of Canada | 253,095 | $40.6M | 0.01% | +9,391+3.9% | Added |
| American Century Companies Inc | 243,112 | $39.0M | 0.02% | −41,508−14.6% | Reduced |
| CBOE Vest Financial, LLC | 238,274 | $38.3M | 0.49% | −59,814−20.1% | Reduced |
| Prana Capital Management, LP | 232,759 | $37.4M | 1.36% | +232,759 | New |
| Worldquant Millennium Advisors LLC | 213,220 | $34.2M | 0.13% | +204,387+2,313.9% | Added |
| Premier Fund Managers Ltd | 202,884 | $33.0M | 1.90% | −48,568−19.3% | Reduced |
| Korea Investment CORP | 205,049 | $32.9M | 0.06% | +32,373+18.7% | Added |
| Schroder Investment Management Group | 200,503 | $32.6M | 0.02% | −3,560−1.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 197,393 | $31.7M | 0.08% | +193,157+4,559.9% | Added |
| Walleye Capital LLC | 187,337 | $30.1M | 0.17% | +186,571+24,356.5% | Added |
| Robeco Institutional Asset Management B.V. | 185,681 | $29.8M | 0.04% | +144,028+345.8% | Added |
| Baird Financial Group, Inc. | 184,804 | $29.7M | 0.05% | −40,237−17.9% | Reduced |
| Nomura Asset Management International Inc. | 178,883 | $28.7M | 0.04% | +178,883 | New |
| New York State Teachers Retirement System | 177,156 | $28.4M | 0.06% | −5,724−3.1% | Reduced |
| Vinva Investment Management Ltd | 174,691 | $28.4M | 0.35% | +159,172+1,025.7% | Added |
| Danske Bank A/S | 174,474 | $28.0M | 0.07% | +26,913+18.2% | Added |
| Federation des caisses Desjardins du Quebec | 172,159 | $27.6M | 0.11% | +123,980+257.3% | Added |
| Illinois Municipal Retirement Fund | 170,842 | $27.4M | 0.34% | +132+0.1% | Added |
| Aviva PLC | 164,355 | $26.4M | 0.04% | +8,876+5.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 162,395 | $26.1M | 0.06% | +38,894+31.5% | Added |
| Quantinno Capital Management LP | 158,727 | $25.5M | 0.05% | +43,916+38.3% | Added |
| State Board of Administration of Florida Retirement System | 158,696 | $25.5M | 0.05% | −11,571−6.8% | Reduced |
| FIL Ltd | 158,460 | $25.4M | 0.02% | +5,113+3.3% | Added |
| Basswood Capital Management, L.L.C. | 155,430 | $25.0M | 1.10% | +55,943+56.2% | Added |
| Nicholas Company, Inc. | 154,765 | $24.9M | 0.44% | −400.0% | Reduced |
| Truist Financial Corp | 154,621 | $24.8M | 0.03% | −24,403−13.6% | Reduced |
| Ceredex Value Advisors LLC | 148,165 | $23.8M | 0.72% | −131,972−47.1% | Reduced |
| Citadel Advisors LLC | 148,017 | $23.8M | 0.02% | −9,322−5.9% | Reduced |