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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.

Institutional holdersQ4 2025: 936 institutions
Q1 2021: 552 institutionsQ2 2021: 565 institutionsQ3 2021: 583 institutionsQ4 2021: 638 institutionsQ1 2022: 664 institutionsQ2 2022: 657 institutionsQ3 2022: 666 institutionsQ4 2022: 701 institutionsQ1 2023: 664 institutionsQ2 2023: 644 institutionsQ3 2023: 658 institutionsQ4 2023: 720 institutionsQ1 2024: 729 institutionsQ2 2024: 751 institutionsQ3 2024: 768 institutionsQ4 2024: 840 institutionsQ1 2025: 858 institutionsQ2 2025: 857 institutionsQ3 2025: 894 institutionsQ4 2025: 936 institutionsQ1 2026: 925 institutionsQ2 2026: 904 institutions
Value heldQ4 2025: $24.6B
Q1 2021: $12.3BQ2 2021: $13.2BQ3 2021: $14.0BQ4 2021: $15.5BQ1 2022: $17.3BQ2 2022: $14.3BQ3 2022: $16.1BQ4 2022: $17.5BQ1 2023: $14.8BQ2 2023: $16.5BQ3 2023: $15.7BQ4 2023: $17.4BQ1 2024: $19.9BQ2 2024: $18.9BQ3 2024: $19.1BQ4 2024: $23.9BQ1 2025: $21.8BQ2 2025: $23.8BQ3 2025: $26.0BQ4 2025: $24.6BQ1 2026: $22.0BQ2 2026: $23.1B
Institutions holding RJF and their total value by quarter
QuarterHoldersValue
Q2 2026904$23.1B
Q1 2026925$22.0B
Q4 2025936$24.6B
Q3 2025894$26.0B
Q2 2025857$23.8B
Q1 2025858$21.8B
Q4 2024840$23.9B
Q3 2024768$19.1B
Q2 2024751$18.9B
Q1 2024729$19.9B
Q4 2023720$17.4B
Q3 2023658$15.7B
Q2 2023644$16.5B
Q1 2023664$14.8B
Q4 2022701$17.5B
Q3 2022666$16.1B
Q2 2022657$14.3B
Q1 2022664$17.3B
Q4 2021638$15.5B
Q3 2021583$14.0B
Q2 2021565$13.2B
Q1 2021552$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.

Institutions holding RJF in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
DHJJ Financial Advisors, Ltd.0$190.00%0Unchanged
Y.D. More Investments Ltd127$640.00%−17−11.8%Reduced
IMA Wealth, Inc.1$1600.00%00.0%Unchanged
Winnow Wealth LLC1$1610.00%−2−66.7%Reduced
Murphy & Mullick Capital Management Corp1$1610.00%+1New
Private Wealth Asset Management, LLC2$3210.00%00.0%Unchanged
Turning Point Benefit Group, Inc.2$3210.00%00.0%Unchanged
High Note Wealth, LLC2$3210.00%+1+100.0%Added
Arcadia Investment Management Corp2$3220.00%+2New
Quest 10 Wealth Builders, Inc.3$4160.00%00.0%Unchanged
Financial Consulate, Inc3$4820.00%00.0%Unchanged
Grove Bank & Trust3$4820.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC3$4820.00%00.0%Unchanged
DecisionPoint Financial, LLC3$4820.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd3$4820.00%+3New
SOA Wealth Advisors, LLC.3$5130.00%00.0%Unchanged
Atlantic Private Wealth, LLC4$6420.00%+4New
Quaker Wealth Management, LLC4$6430.00%00.0%Unchanged
Seneschal Advisors, LLC4$6430.00%00.0%Unchanged
Redwood Park Advisors LLC4$6430.00%00.0%Unchanged
American Capital Advisory, LLC4$6430.00%+2+100.0%Added
Aventura Private Wealth, LLC5$8030.00%−135−96.4%Reduced
Financial Network Wealth Advisors LLC6$9640.00%00.0%Unchanged
WestEnd Advisors, LLC6$9640.00%+2+50.0%Added
Tompkins Financial Corp6$9640.00%+6New
Triumph Capital Management6$9640.00%+6New
Capital Analysts, LLC8$1.00K0.00%00.0%Unchanged
Highline Wealth Partners LLC7$1.12K0.00%00.0%Unchanged
Rakuten Securities, Inc.7$1.12K0.00%+2+40.0%Added
1015 Capital Partners, LLC7$1.12K0.00%+7New
Beaird Harris Wealth Management, LLC7$1.13K0.00%00.0%Unchanged
ZRC Wealth Management, LLC8$1.28K0.00%−3−27.3%Reduced
UMA Financial Services, Inc.9$1.45K0.00%−40−81.6%Reduced
Atlas Capital Advisors LLC10$1.60K0.00%+10New
TFC Financial Management10$1.61K0.00%00.0%Unchanged
Hughes Financial Services, LLC10$1.61K0.00%00.0%Unchanged
Clayton Financial Group LLC11$1.77K0.00%+11New
Brown, Lisle/Cummings, Inc.12$1.93K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC13$2.09K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC13$2.09K0.00%00.0%Unchanged
Clark Wealth Partners13$2.09K0.00%00.0%Unchanged
Rialto Wealth Management, LLC13$2.09K0.00%+1+8.3%Added
Dogwood Wealth Management LLC13$2.09K0.00%+12+1,200.0%Added
Sunrise Financial Services, LLC13$2.09K0.00%+13New
ORG Partners LLC14$2.25K0.00%−13−48.1%Reduced
Valued Wealth Advisors LLC14$2.27K0.00%+4+40.0%Added
Islay Capital Management, LLC15$2.41K0.00%+15New
Bogart Wealth, LLC16$2.57K0.00%−3−15.8%Reduced
C M Bidwell & Associates Ltd16$2.57K0.00%00.0%Unchanged
Kilter Group LLC16$2.57K0.00%−4−20.0%Reduced
Avalon Trust Co16$2.57K0.00%00.0%Unchanged
First Command Advisory Services, Inc.17$2.73K0.00%+17New
International Assets Investment Management, LLC17$2.73K0.00%+17New
Wilkerson Advisory Group LLC17$2.73K0.00%+17New
True Wealth Design, LLC17$2.73K0.00%−3−15.0%Reduced
Jackson, Grant Investment Advisers, Inc.18$2.89K0.00%00.0%Unchanged
Dunhill Financial, LLC19$2.98K0.00%+2+11.8%Added
Phillip James Consulting Co.18$3.00K0.05%+18New
SHP Wealth Management19$3.01K0.00%+19New
Webster Bank, N. A.19$3.05K0.00%00.0%Unchanged
AdvisorNet Financial, Inc19$3.05K0.00%+5+35.7%Added
Noble Wealth Management PBC19$3.05K0.00%+19New
Cornerstone Financial Management LLC19$3.05K0.00%+19New
Albion Financial Group19$3.05K0.00%00.0%Unchanged
Sound Income Strategies, LLC19$3.28K0.00%+19New
Wealth Watch Advisors, INC21$3.37K0.00%−3−12.5%Reduced
HFM Investment Advisors, LLC22$3.53K0.00%+15+214.3%Added
Abound Wealth Management23$3.70K0.00%00.0%Unchanged
Quattro Advisors LLC23$3.72K0.00%+23New
Bay Harbor Wealth Management, LLC24$3.85K0.00%+10+71.4%Added
Raffa Wealth Management, LLC27$4.34K0.00%00.0%Unchanged
Spire Wealth Management27$4.40K0.00%+5+22.7%Added
Westfuller Advisors, LLC28$4.46K0.00%+2+7.7%Added
Asset Dedication, LLC30$4.82K0.00%00.0%Unchanged
Steigerwald, Gordon & Koch Inc.30$4.82K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.30$4.82K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.31$4.98K0.00%00.0%Unchanged
McIlrath & Eck, LLC34$5.42K0.00%00.0%Unchanged
PFS Partners, LLC34$5.50K0.00%00.0%Unchanged
SJS Investment Consulting Inc.35$5.62K0.00%+21+150.0%Added
South Plains Financial, Inc.36$5.78K0.00%00.0%Unchanged
Costello Asset Management, INC36$5.78K0.00%+36New
Comprehensive Financial Planning, Inc.36$5.78K0.00%+36New
Ogorek Anthony Joseph38$6.00K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd36$6.00K0.00%00.0%Unchanged
Howard Hughes Medical Institute38$6.10K0.00%−1−2.6%Reduced
Acima Private Wealth, LLC38$6.10K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC38$6.10K0.00%00.0%Unchanged
Sachetta, LLC39$6.26K0.00%00.0%Unchanged
Wolff Wiese Magana LLC40$6.42K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.41$6.58K0.00%+19+86.4%Added
Bravera Wealth41$6.58K0.00%+41New
Horizon Financial Services, LLC44$7.07K0.00%00.0%Unchanged
Fairman Group, LLC44$7.07K0.01%+44New
Kayne Anderson Rudnick Investment Management LLC44$7.08K0.00%+1+2.3%Added
Kemnay Advisory Services Inc.46$7.39K0.00%+46New
Trust Co of Vermont47$7.55K0.00%+13+38.2%Added
CoreCap Advisors, LLC47$7.55K0.00%+16+51.6%Added
Financial Management Professionals, Inc.48$7.71K0.00%−11−18.6%Reduced
Retirement Wealth Solutions LLC48$7.73K0.00%00.0%Unchanged