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 |
|---|---|---|---|---|---|
| Wellington Grp LLC | 696 | $111.8K | 0.04% | +696 | New |
| Larson Financial Group LLC | 712 | $114.3K | 0.00% | −25−3.4% | Reduced |
| DT Investment Partners, LLC | 719 | $115.5K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 721 | $115.8K | 0.03% | +4+0.6% | Added |
| Parkside Financial Bank & Trust | 725 | $116.4K | 0.01% | +22+3.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 732 | $117.6K | 0.00% | −400−35.3% | Reduced |
| Massmutual Trust Co FSB | 747 | $120.0K | 0.00% | −24−3.1% | Reduced |
| Federated Hermes, Inc. | 778 | $124.9K | 0.00% | +16+2.1% | Added |
| Park Place Capital Corp | 913 | $146.6K | 0.03% | −31−3.3% | Reduced |
| Colonial Trust Co | 939 | $150.8K | 0.02% | −35−3.6% | Reduced |
| Kentucky Trust Co | 980 | $157.4K | 0.08% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 994 | $159.0K | 0.00% | −37−3.6% | Reduced |
| Umb Bank N A | 1,016 | $163.2K | 0.00% | +15+1.5% | Added |
| Assetmark, Inc | 1,031 | $165.6K | 0.00% | +82+8.6% | Added |
| Ofi Invest Asset Management | 1,229 | $168.0K | 0.00% | +375+43.9% | Added |
| Bruce G. Allen Investments, LLC | 1,073 | $172.3K | 0.12% | −33−3.0% | Reduced |
| Global Retirement Partners, LLC | 1,124 | $180.5K | 0.00% | +456+68.3% | Added |
| Allworth Financial LP | 1,133 | $181.9K | 0.00% | +156+16.0% | Added |
| Purpose Unlimited Inc. | 1,200 | $192.7K | 0.01% | +1,200 | New |
| Caldwell Trust Co | 1,248 | $200.4K | 0.02% | 00.0% | Unchanged |
| Janney Capital Management LLC | 1,250 | $201.0K | 0.01% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 1,253 | $201.2K | 0.07% | −202−13.9% | Reduced |
| CrossGen Wealth, LLC | 1,268 | $203.6K | 0.18% | +1,268 | New |
| StoneX Group Inc. | 1,273 | $204.4K | 0.01% | +1,273 | New |
| Independent Advisor Alliance | 1,283 | $206.1K | 0.01% | +1,283 | New |
| apricus wealth, LLC | 1,291 | $207.3K | 0.11% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,303 | $209.2K | 0.01% | +788+153.0% | Added |
| Letson Investment Management, Inc. | 1,305 | $209.6K | 0.08% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 1,306 | $209.7K | 0.02% | +1,306 | New |
| Personal Cfo Solutions, LLC | 1,315 | $211.1K | 0.03% | −2−0.2% | Reduced |
| State of Wyoming | 1,320 | $212.0K | 0.02% | +1,320 | New |
| Angeles Wealth Management, LLC | 1,324 | $212.6K | 0.01% | +21+1.6% | Added |
| Capula Management Ltd | 1,327 | $213.1K | 0.00% | +265+25.0% | Added |
| Exchange Traded Concepts, LLC | 1,328 | $213.3K | 0.00% | −872−39.6% | Reduced |
| Sovereign Financial Group, Inc. | 1,339 | $215.0K | 0.04% | −15−1.1% | Reduced |
| EverSource Wealth Advisors, LLC | 1,342 | $215.5K | 0.01% | +39+3.0% | Added |
| Winebrenner Capital Management LLC | 1,354 | $217.4K | 0.14% | −165−10.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,356 | $217.8K | 0.10% | −10,793−88.8% | Reduced |
| Oak Harbor Wealth Partners, LLC | 1,366 | $219.4K | 0.05% | −34−2.4% | Reduced |
| Sax Wealth Advisors, LLC | 1,369 | $219.8K | 0.01% | +13+1.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,371 | $220.2K | 0.02% | −6−0.4% | Reduced |
| Market Street Wealth Management Advisors LLC | 1,399 | $224.7K | 0.03% | +10+0.7% | Added |
| Cohen & Steers, Inc. | 1,400 | $225.0K | 0.00% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 1,403 | $225.3K | 0.00% | +1,403 | New |
| Perigon Wealth Management, LLC | 1,404 | $225.5K | 0.00% | −77−5.2% | Reduced |
| Snowden Capital Advisors LLC | 1,410 | $226.4K | 0.01% | −9−0.6% | Reduced |
| HighPoint Advisor Group LLC | 1,414 | $227.1K | 0.00% | −70−4.7% | Reduced |
| Miracle Mile Advisors, LLC | 1,423 | $228.5K | 0.00% | +141+11.0% | Added |
| Independent Financial Group, LLC | 1,425 | $228.8K | 0.01% | −9−0.6% | Reduced |
| Moseley Investment Management Inc | 1,425 | $228.8K | 0.07% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,440 | $231.3K | 0.01% | −98−6.4% | Reduced |
| Kooman & Associates | 1,448 | $232.5K | 0.07% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,478 | $237.4K | 0.00% | +124+9.2% | Added |
| Maridea Wealth Management LLC | 1,490 | $239.3K | 0.04% | +1,490 | New |
| Circle Wealth Management, LLC | 1,493 | $239.8K | 0.00% | +15+1.0% | Added |
| Kera Capital Partners, Inc. | 1,453 | $241.0K | 0.03% | +1,453 | New |
| Principal Securities, Inc. | 1,506 | $241.8K | 0.00% | −174−10.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,508 | $242.1K | 0.01% | −12−0.8% | Reduced |
| Buckingham Strategic Partners | 1,507 | $242.1K | 0.00% | +1,507 | New |
| Advisory Alpha, LLC | 1,517 | $243.6K | 0.01% | +131+9.5% | Added |
| National Asset Management, Inc. | 1,519 | $244.0K | 0.01% | −404−21.0% | Reduced |
| Suncoast Equity Management | 1,526 | $245.1K | 0.02% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 1,563 | $251.0K | 0.06% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 1,568 | $251.9K | 0.01% | −45−2.8% | Reduced |
| Journey Strategic Wealth LLC | 1,572 | $252.4K | 0.01% | +188+13.6% | Added |
| Thomasville National Bank | 1,575 | $252.9K | 0.02% | −240−13.2% | Reduced |
| Atomi Financial Group, Inc. | 1,578 | $253.4K | 0.01% | −61−3.7% | Reduced |
| Lazard Asset Management LLC | 1,582 | $254.1K | 0.00% | +1,582 | New |
| Financial Planning Hawaii, Inc. | 1,585 | $254.5K | 0.15% | +1,585 | New |
| Carson Advisory Inc. | 1,586 | $254.7K | 0.13% | 00.0% | Unchanged |
| Krilogy Financial LLC | 1,511 | $256.4K | 0.01% | +1,511 | New |
| Smith Partners Wealth Management, LLC | 1,600 | $256.9K | 0.24% | +1,600 | New |
| Chicago Partners Investment Group LLC | 1,534 | $259.3K | 0.01% | +1,534 | New |
| Ameritas Investment Partners, Inc. | 1,617 | $259.7K | 0.01% | 00.0% | Unchanged |
| Aspire Growth Partners LLC | 1,623 | $260.7K | 0.18% | +5+0.3% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,638 | $263.0K | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 1,652 | $265.3K | 0.00% | −166−9.1% | Reduced |
| Edmp, Inc. | 1,662 | $266.9K | 0.22% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 1,664 | $267.2K | 0.14% | +1,664 | New |
| Brown Advisory Inc | 1,685 | $270.6K | 0.00% | −102−5.7% | Reduced |
| Central Bank & Trust Co | 1,690 | $271.4K | 0.04% | 00.0% | Unchanged |
| MQS Management LLC | 1,719 | $276.1K | 0.16% | +1,719 | New |
| Prelude Capital Management, LLC | 1,720 | $276.2K | 0.02% | +1,720 | New |
| Farther Finance Advisors, LLC | 1,728 | $277.4K | 0.00% | +438+34.0% | Added |
| Berkshire Asset Management LLC | 1,733 | $278.3K | 0.01% | +4+0.2% | Added |
| Accredited Investors Inc. | 1,756 | $282.0K | 0.01% | +1,756 | New |
| Parallel Advisors, LLC | 1,756 | $282.1K | 0.01% | +34+2.0% | Added |
| Great Lakes Advisors, LLC | 1,758 | $282.3K | 0.00% | +38+2.2% | Added |
| Central Trust Co | 1,792 | $287.8K | 0.01% | 00.0% | Unchanged |
| David Loasby | 1,687 | $288.3K | 0.02% | +32+1.9% | Added |
| Ostrum Asset Management | 1,799 | $288.9K | 0.01% | −597−24.9% | Reduced |
| First Bank & Trust | 1,809 | $290.5K | 0.05% | +2+0.1% | Added |
| Novare Capital Management LLC | 1,809 | $290.5K | 0.02% | −75−4.0% | Reduced |
| Camden Capital, LLC | 1,809 | $290.6K | 0.02% | +188+11.6% | Added |
| Inscription Capital, LLC | 1,822 | $292.6K | 0.03% | +89+5.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,828 | $293.6K | 0.06% | +15+0.8% | Added |
| Profund Advisors LLC | 1,834 | $294.5K | 0.01% | −629−25.5% | Reduced |
| Southeast Asset Advisors Inc. | 1,846 | $296.4K | 0.03% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,850 | $297.0K | 0.04% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 1,863 | $299.2K | 0.01% | −22−1.2% | Reduced |