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 |
|---|---|---|---|---|---|
| Principal Financial Group Inc | 572,799 | $92.0M | 0.05% | −3,153−0.5% | Reduced |
| Franklin Resources Inc | 677,581 | $108.8M | 0.03% | +70,849+11.7% | Added |
| Barclays PLC | 724,251 | $116.3M | 0.05% | +126,572+21.2% | Added |
| Nuveen, LLC | 724,587 | $116.4M | 0.03% | −17,060−2.3% | Reduced |
| Raymond James Financial Inc | 736,484 | $118.3M | 0.04% | −14,449−1.9% | Reduced |
| Mercer Global Advisors Inc | 792,153 | $127.2M | 0.19% | −104,866−11.7% | Reduced |
| Prudential Financial Inc | 819,078 | $131.5M | 0.16% | +148,741+22.2% | Added |
| UBS Group AG | 841,859 | $135.2M | 0.03% | +227,781+37.1% | Added |
| SEI Investments Co | 987,579 | $158.6M | 0.16% | +54,977+5.9% | Added |
| Harfst & Associates, Inc. | 1,067,120 | $171.4M | 30.90% | +36,183+3.5% | Added |
| AQR Capital Management LLC | 1,096,731 | $176.1M | 0.09% | +313,587+40.0% | Added |
| Charles Schwab Investment Management Inc | 1,097,112 | $176.2M | 0.03% | +8,575+0.8% | Added |
| HSBC Holdings PLC | 1,134,580 | $182.4M | 0.10% | −165,872−12.8% | Reduced |
| Legal & General Group Plc | 1,191,415 | $191.3M | 0.04% | −59,988−4.8% | Reduced |
| Bank of New York Mellon Corp | 1,201,739 | $193.0M | 0.03% | +216,907+22.0% | Added |
| UBS Asset Management Americas Inc | 1,406,645 | $225.9M | 0.05% | −45,373−3.1% | Reduced |
| Goldman Sachs Group Inc | 1,848,726 | $296.9M | 0.04% | −63,437−3.3% | Reduced |
| Massachusetts Financial Services Co | 1,931,920 | $310.2M | 0.10% | −75,435−3.8% | Reduced |
| Northern Trust Corp | 1,947,855 | $312.8M | 0.04% | −108,250−5.3% | Reduced |
| Norges Bank | 2,019,197 | $324.3M | 0.03% | +2,019,197 | New |
| Bank of America Corp | 2,229,533 | $358.0M | 0.03% | +232,053+11.6% | Added |
| Earnest Partners LLC | 2,317,387 | $372.1M | 1.59% | −154,437−6.2% | Reduced |
| Invesco Ltd. | 2,338,521 | $375.5M | 0.04% | +254,773+12.2% | Added |
| Dimensional Fund Advisors LP | 2,358,225 | $378.7M | 0.08% | +8970.0% | Added |
| Morgan Stanley | 2,621,221 | $420.9M | 0.03% | −48,875−1.8% | Reduced |
| Victory Capital Management Inc | 2,785,857 | $447.4M | 0.25% | +21,856+0.8% | Added |
| First Trust Advisors LP | 3,071,996 | $493.3M | 0.36% | +474,477+18.3% | Added |
| T. Rowe Price Investment Management, Inc. | 3,457,716 | $555.3M | 0.35% | −185,520−5.1% | Reduced |
| Geode Capital Management, LLC | 4,551,369 | $727.9M | 0.04% | −10,508−0.2% | Reduced |
| JPMorgan Chase & Co | 5,314,641 | $853.5M | 0.06% | −533,228−9.1% | Reduced |
| FMR LLC | 5,706,383 | $916.4M | 0.05% | −79,244−1.4% | Reduced |
| State Street Corp | 7,909,802 | $1.27B | 0.04% | −122,369−1.5% | Reduced |
| Wellington Management Group LLP | 8,693,741 | $1.40B | 0.24% | −324,551−3.6% | Reduced |
| Primecap Management Co | 9,342,072 | $1.50B | 1.14% | −304,210−3.2% | Reduced |
| BlackRock, Inc. | 14,163,156 | $2.27B | 0.04% | −386,407−2.7% | Reduced |
| Vanguard Group Inc | 21,749,721 | $3.49B | 0.05% | −133,418−0.6% | Reduced |
| Iat Reinsurance Co Ltd. | 0 | $0 | 0.00% | −298,125−100.0% | Sold out |
| Nearwater Capital Markets, Ltd | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −46,019−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −44,000−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −35,755−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −30,264−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −13,438−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −13,018−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −10,802−100.0% | Sold out |
| Golden Road Advisors LLC | 0 | $0 | 0.00% | −8,248−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −7,301−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −7,056−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −6,784−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −6,433−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −5,463−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −4,993−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −4,892−100.0% | Sold out |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −3,771−100.0% | Sold out |
| Applied Finance Capital Management, LLC | 0 | $0 | 0.00% | −3,763−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −3,283−100.0% | Sold out |
| Dock Street Asset Management Inc | 0 | $0 | 0.00% | −3,198−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −3,184−100.0% | Sold out |
| Aspen Grove Capital, LLC | 0 | $0 | 0.00% | −2,316−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −2,161−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −3,527−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −2,203−100.0% | Sold out |
| Alliance Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,930−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −1,893−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,836−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −1,722−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Archer Investment Corp | 0 | $0 | 0.00% | −1,695−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −1,586−100.0% | Sold out |
| Integrated Investment Consultants, LLC | 0 | $0 | 0.00% | −1,566−100.0% | Sold out |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −1,544−100.0% | Sold out |
| FSM Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,490−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −1,456−100.0% | Sold out |
| Fourth Dimension Wealth, LLC | 0 | $0 | 0.00% | −1,374−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,243−100.0% | Sold out |
| Heritage Wealth Management, Inc. | 0 | $0 | 0.00% | −1,212−100.0% | Sold out |
| Howard Capital Management Inc. | 0 | $0 | 0.00% | −1,209−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −1,192−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −1,188−100.0% | Sold out |
| Iowa State Bank | 0 | $0 | 0.00% | −1,187−100.0% | Sold out |
| Tiemann Investment Advisors, LLC | 0 | $0 | 0.00% | −1,184−100.0% | Sold out |
| Advyzon Investment Management, LLC | 0 | $0 | 0.00% | −1,176−100.0% | Sold out |
| Fiduciary Trust Co | 0 | $0 | 0.00% | −1,171−100.0% | Sold out |
| Hamilton Capital Partners Inc. | 0 | $0 | 0.00% | −939−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −846−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −259−100.0% | Sold out |
| Alpine Bank Wealth Management | 0 | $0 | 0.00% | −197−100.0% | Sold out |
| Anfield Capital Management, LLC | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| West Branch Capital LLC | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Marshall & Sterling Wealth Advisors Inc. | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Strategic Wealth Partners, Ltd. | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −35−100.0% | Sold out |