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 |
|---|---|---|---|---|---|
| Avion Wealth | 54 | $8.00K | 0.00% | −3−5.3% | Reduced |
| Richardson Capital Management LLC | 55 | $8.83K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 57 | $9.15K | 0.00% | −2−3.4% | Reduced |
| Aspect Partners, LLC | 57 | $9.15K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 59 | $9.53K | 0.00% | +8+15.7% | Added |
| Ameriflex Group, Inc. | 60 | $9.63K | 0.01% | −60−50.0% | Reduced |
| Anchor Investment Management, LLC | 61 | $9.80K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 62 | $9.96K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 62 | $9.96K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 58 | $10.0K | 0.00% | 00.0% | Unchanged |
| Swiss Re Ltd | 66 | $10.6K | 0.00% | +66 | New |
| CBIZ Investment Advisory Services, LLC | 69 | $11.1K | 0.00% | +47+213.6% | Added |
| SBI Securities Co., Ltd. | 73 | $11.7K | 0.00% | +9+14.1% | Added |
| Solstein Capital, LLC | 74 | $11.9K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 74 | $11.9K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 75 | $12.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 78 | $12.5K | 0.00% | −321−80.5% | Reduced |
| Ritter Daniher Financial Advisory LLC | 81 | $13.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 81 | $13.0K | 0.00% | +23+39.7% | Added |
| Duncker Streett & Co Inc | 82 | $13.2K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 84 | $13.5K | 0.01% | −58−40.8% | Reduced |
| Glen Eagle Advisors, LLC | 86 | $13.8K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 97 | $15.8K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 100 | $16.1K | 0.00% | +100 | New |
| Oakworth Capital, Inc. | 102 | $16.4K | 0.00% | +102 | New |
| MV Capital Management, Inc. | 108 | $17.3K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 111 | $17.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 113 | $18.1K | 0.00% | +113 | New |
| Farmers & Merchants Investments Inc | 117 | $18.8K | 0.00% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 117 | $18.8K | 0.01% | +117 | New |
| Smithfield Trust Co | 120 | $19.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 120 | $19.3K | 0.00% | +45+60.0% | Added |
| SageView Advisory Group, LLC | 122 | $19.6K | 0.00% | +122 | New |
| Harbour Investments, Inc. | 123 | $19.8K | 0.00% | +15+13.9% | Added |
| NBC Securities, Inc. | 126 | $20.3K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 128 | $20.6K | 0.00% | +1+0.8% | Added |
| Birchbrook, Inc. | 131 | $21.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 134 | $22.0K | 0.00% | +5+3.9% | Added |
| Whittier Trust Co of Nevada Inc | 132 | $22.3K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 144 | $23.1K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 149 | $23.9K | 0.00% | +149 | New |
| Westside Investment Management, Inc. | 154 | $25.2K | 0.00% | +8+5.5% | Added |
| Johnson Financial Group, Inc. | 163 | $26.2K | 0.00% | −6−3.6% | Reduced |
| Creative Financial Designs Inc | 165 | $26.5K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 165 | $26.5K | 0.01% | +15+10.0% | Added |
| Reflection Asset Management | 175 | $28.1K | 0.02% | +175 | New |
| TD Private Client Wealth LLC | 179 | $28.7K | 0.00% | −153−46.1% | Reduced |
| Valley National Advisers Inc | 181 | $29.0K | 0.00% | +7+4.0% | Added |
| Quent Capital, LLC | 182 | $29.2K | 0.00% | −7−3.7% | Reduced |
| Deseret Mutual Benefit Administrators | 192 | $30.8K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 199 | $32.0K | 0.01% | +199 | New |
| Whittier Trust Co | 199 | $33.6K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 210 | $33.7K | 0.00% | +172+452.6% | Added |
| Essential Partners LLC | 218 | $35.0K | 0.01% | +47+27.5% | Added |
| Hilton Head Capital Partners, LLC | 220 | $35.3K | 0.02% | +220 | New |
| Central Pacific Bank - Trust Division | 240 | $38.5K | 0.00% | +26+12.1% | Added |
| Princeton Global Asset Management LLC | 245 | $39.3K | 0.01% | 00.0% | Unchanged |
| DV Equities, LLC | 247 | $39.7K | 0.01% | +247 | New |
| Moisand Fitzgerald Tamayo, LLC | 258 | $41.4K | 0.00% | −31−10.7% | Reduced |
| Clear Street Markets LLC | 262 | $42.1K | 0.01% | −508−66.0% | Reduced |
| Salomon & Ludwin, LLC | 252 | $42.2K | 0.00% | +65+34.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 270 | $43.4K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 275 | $44.2K | 0.01% | −10−3.5% | Reduced |
| Eagle Bay Advisors LLC | 276 | $44.3K | 0.03% | +276 | New |
| TCTC Holdings, LLC | 287 | $46.1K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 300 | $48.2K | 0.01% | 00.0% | Unchanged |
| DV Trading LLC | 310 | $49.8K | 0.00% | +310 | New |
| Bayforest Capital Ltd | 311 | $49.9K | 0.04% | −564−64.5% | Reduced |
| Basecamp Wealth Advisors LLC | 318 | $51.0K | 0.01% | +318 | New |
| Stephenson National Bank & Trust | 325 | $52.2K | 0.02% | −747−69.7% | Reduced |
| Root Financial Partners, LLC | 328 | $52.7K | 0.00% | +39+13.5% | Added |
| Cornerstone Planning Group LLC | 328 | $55.1K | 0.01% | +312+1,950.0% | Added |
| Alerus Financial NA | 363 | $58.3K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 364 | $58.4K | 0.01% | +364 | New |
| Dorato Capital Management | 342 | $58.9K | 0.04% | +342 | New |
| JFS Wealth Advisors, LLC | 373 | $59.9K | 0.00% | +73+24.3% | Added |
| TD Capital Management LLC | 377 | $60.6K | 0.01% | +1+0.3% | Added |
| Trust Co | 379 | $60.9K | 0.01% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 400 | $64.2K | 0.06% | −7,900−95.2% | Reduced |
| Sentry Investment Management LLC | 406 | $65.0K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 416 | $66.8K | 0.01% | −2−0.5% | Reduced |
| Torren Management, LLC | 451 | $72.4K | 0.04% | +451 | New |
| Resources Management Corp | 452 | $73.0K | 0.01% | −20−4.2% | Reduced |
| HM Payson & Co | 475 | $76.3K | 0.00% | −75−13.6% | Reduced |
| Sunbelt Securities, Inc. | 478 | $76.7K | 0.01% | +2+0.4% | Added |
| Covestor Ltd | 483 | $78.0K | 0.04% | +23+5.0% | Added |
| Cromwell Holdings LLC | 496 | $79.7K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 497 | $79.8K | 0.00% | +102+25.8% | Added |
| South Dakota Investment Council | 500 | $80.0K | 0.00% | +500 | New |
| Foster Dykema Cabot & Partners, LLC | 500 | $80.3K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 531 | $85.0K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 538 | $86.4K | 0.05% | +26+5.1% | Added |
| Clearstead Advisors, LLC | 561 | $90.1K | 0.00% | +337+150.4% | Added |
| Truvestments Capital LLC | 564 | $90.6K | 0.02% | +564 | New |
| CVA Family Office, LLC | 566 | $90.9K | 0.01% | −4−0.7% | Reduced |
| Delta Asset Management LLC | 600 | $96.4K | 0.01% | 00.0% | Unchanged |
| GGM Financials LLC | 620 | $99.5K | 0.05% | +2+0.3% | Added |
| Versant Capital Management, Inc | 641 | $102.9K | 0.01% | +61+10.5% | Added |
| SRS Capital Advisors, Inc. | 664 | $106.6K | 0.00% | −4,645−87.5% | Reduced |
| First Horizon Corp | 667 | $107.1K | 0.00% | 00.0% | Unchanged |