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 |
|---|---|---|---|---|---|
| Pine Valley Investments Ltd Liability Co | 1,864 | $299.3K | 0.01% | −198−9.6% | Reduced |
| Brevan Howard Capital Management LP | 1,884 | $302.6K | 0.01% | −11,192−85.6% | Reduced |
| Old Peak Finance LLC | 1,938 | $311.2K | 0.19% | +1,938 | New |
| Koshinski Asset Management, Inc. | 1,942 | $311.9K | 0.02% | +1,942 | New |
| Pinnacle Financial Partners, Inc. | 1,959 | $314.7K | 0.00% | +1,959 | New |
| Valeo Financial Advisors, LLC | 1,972 | $316.7K | 0.01% | +48+2.5% | Added |
| Groupama Asset Managment | 1,984 | $318.6K | 0.00% | −87−4.2% | Reduced |
| Leonteq Securities AG | 1,993 | $320.1K | 0.02% | +1,993 | New |
| Sun Financial Inc | 1,994 | $320.2K | 0.18% | +1,994 | New |
| Cambridge Investment Research Advisors, Inc. | 1,997 | $321.0K | 0.00% | −850−29.9% | Reduced |
| Principle Wealth Partners LLC | 2,005 | $322.0K | 0.02% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 2,015 | $323.6K | 0.01% | −508−20.1% | Reduced |
| Allred Capital Management, LLC | 2,018 | $324.0K | 0.12% | +13+0.6% | Added |
| Flagship Harbor Advisors, LLC | 2,018 | $324.1K | 0.02% | −230−10.2% | Reduced |
| Trust Asset Management LLC | 2,040 | $327.6K | 0.02% | −79−3.7% | Reduced |
| EP Wealth Advisors, LLC | 2,045 | $328.3K | 0.00% | +2,045 | New |
| CX Institutional | 2,050 | $329.0K | 0.01% | +114+5.9% | Added |
| Journey Retirement Planning & Investment Management LLC | 2,052 | $329.7K | 0.07% | +2,052 | New |
| Mather Group, LLC. | 2,056 | $330.2K | 0.00% | +116+6.0% | Added |
| Texas Capital Bank Wealth Management Services Inc | 2,058 | $330.5K | 0.02% | +2,058 | New |
| Revolve Wealth Partners, LLC | 2,070 | $332.4K | 0.04% | −8−0.4% | Reduced |
| Everence Capital Management Inc | 2,080 | $334.0K | 0.02% | 00.0% | Unchanged |
| Horizon Advisory Services, Inc. | 2,091 | $335.8K | 0.17% | −153−6.8% | Reduced |
| TMB Capital Partners, LLC | 2,127 | $341.6K | 0.12% | +2,127 | New |
| First United Bank Trust | 2,130 | $342.1K | 0.11% | +305+16.7% | Added |
| Confluence Wealth Services, Inc. | 2,163 | $347.3K | 0.01% | +94+4.5% | Added |
| Cresset Asset Management, LLC | 2,168 | $348.1K | 0.00% | −224−9.4% | Reduced |
| Portside Wealth Group, LLC | 2,171 | $348.6K | 0.05% | −139−6.0% | Reduced |
| Arbor Investment Advisors, LLC | 2,181 | $350.2K | 0.05% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 2,199 | $353.1K | 0.02% | +777+54.6% | Added |
| Searle & Co. | 2,260 | $362.9K | 0.09% | 00.0% | Unchanged |
| Clarus Group, Inc. | 2,271 | $364.6K | 0.13% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 2,293 | $368.3K | 0.08% | −70−3.0% | Reduced |
| Cadent Capital Advisors, LLC | 2,325 | $373.4K | 0.10% | −5,114−68.7% | Reduced |
| Checchi Capital Advisers, LLC | 2,336 | $375.1K | 0.03% | +21+0.9% | Added |
| First Eagle Investment Management, LLC | 2,367 | $380.1K | 0.00% | +24+1.0% | Added |
| Vontobel Holding Ltd. | 2,397 | $384.9K | 0.00% | −167−6.5% | Reduced |
| Meeder Advisory Services, Inc. | 2,397 | $385.0K | 0.02% | +328+15.9% | Added |
| Samalin Investment Counsel, LLC | 2,399 | $385.2K | 0.14% | −124−4.9% | Reduced |
| Catalyst Funds Management Pty Ltd | 2,400 | $385.4K | 0.09% | −800−25.0% | Reduced |
| Salem Investment Counselors Inc | 2,413 | $387.5K | 0.01% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 2,416 | $388.1K | 0.08% | +13+0.5% | Added |
| Morey & Quinn Wealth Partners, LLC | 2,427 | $389.8K | 0.28% | +8+0.3% | Added |
| Evercore Wealth Management, LLC | 2,428 | $389.9K | 0.01% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,428 | $389.9K | 0.02% | −138−5.4% | Reduced |
| Darwin Advisors, LLC | 2,433 | $390.8K | 0.12% | +5+0.2% | Added |
| Axxcess Wealth Management, LLC | 2,434 | $390.8K | 0.01% | +2,434 | New |
| Erste Asset Management GmbH | 2,389 | $392.0K | 0.00% | +2,389 | New |
| Tannin Capital LLC | 2,443 | $392.3K | 0.35% | +2,443 | New |
| Evergreen Capital Management LLC | 2,468 | $396.3K | 0.01% | +804+48.3% | Added |
| Westpac Banking Corp | 2,480 | $398.3K | 0.03% | +177+7.7% | Added |
| Deane Retirement Strategies, Inc. | 2,509 | $402.9K | 0.17% | 00.0% | Unchanged |
| GTS Securities LLC | 2,540 | $407.9K | 0.01% | +2,540 | New |
| Cornerstone Wealth Group, LLC | 2,548 | $409.1K | 0.03% | +45+1.8% | Added |
| Kestra Private Wealth Services, LLC | 2,551 | $409.7K | 0.01% | −219−7.9% | Reduced |
| Prospera Financial Services Inc | 2,552 | $409.9K | 0.01% | +292+12.9% | Added |
| Phillips Wealth Planners LLC | 2,413 | $410.3K | 0.33% | +15+0.6% | Added |
| Calton & Associates, Inc. | 2,557 | $410.6K | 0.06% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 2,560 | $411.1K | 0.01% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,593 | $416.4K | 0.01% | +2,593 | New |
| Blue Chip Partners, Inc. | 2,597 | $417.1K | 0.03% | +8+0.3% | Added |
| Brown Brothers Harriman & Co | 2,610 | $419.1K | 0.00% | +1,279+96.1% | Added |
| Pursuit Wealth Strategies, LLC | 2,620 | $420.7K | 0.59% | +2,620 | New |
| Contravisory Investment Management, Inc. | 2,668 | $428.5K | 0.08% | −154−5.5% | Reduced |
| Agate Pass Investment Management, LLC | 2,682 | $430.7K | 0.16% | 00.0% | Unchanged |
| TCW Group Inc | 2,691 | $432.1K | 0.00% | +2,691 | New |
| Anchyra Partners LLC | 2,738 | $439.7K | 0.13% | +2,738 | New |
| MTM Investment Management, LLC | 2,752 | $441.9K | 0.14% | 00.0% | Unchanged |
| FORM Wealth Advisors, LLC | 2,754 | $442.2K | 0.05% | +2,754 | New |
| Ballentine Partners, LLC | 2,755 | $442.4K | 0.01% | +10.0% | Added |
| Legacy Wealth Asset Management, LLC | 2,782 | $446.8K | 0.11% | +68+2.5% | Added |
| Collective Family Office LLC | 2,888 | $463.8K | 0.11% | 00.0% | Unchanged |
| Blair William & Co | 2,888 | $463.8K | 0.00% | +650+29.0% | Added |
| Shulman DeMeo Asset Management LLC | 2,925 | $469.7K | 0.11% | +2+0.1% | Added |
| Horizon Investments, LLC | 2,951 | $472.3K | 0.01% | −763−20.5% | Reduced |
| Great Lakes Retirement, Inc. | 2,962 | $475.7K | 0.05% | +157+5.6% | Added |
| Greenleaf Trust | 2,973 | $477.4K | 0.00% | −2−0.1% | Reduced |
| Oppenheimer & Co Inc | 2,973 | $477.4K | 0.01% | +22+0.7% | Added |
| Cynosure Management, LLC | 2,973 | $477.4K | 0.05% | +2,973 | New |
| Level Four Advisory Services, LLC | 2,978 | $478.3K | 0.02% | −302−9.2% | Reduced |
| NewEdge Wealth, LLC | 2,982 | $478.9K | 0.01% | +1,256+72.8% | Added |
| Argus Investors' Counsel, Inc. | 3,011 | $483.5K | 0.39% | +207+7.4% | Added |
| Smartleaf Asset Management LLC | 2,988 | $485.7K | 0.02% | −56−1.8% | Reduced |
| Quad-Cities Investment Group, LLC | 3,062 | $491.8K | 0.20% | +8+0.3% | Added |
| Coquina Private Wealth LLC | 3,064 | $492.0K | 0.39% | +3,064 | New |
| Venturi Wealth Management, LLC | 3,067 | $492.5K | 0.02% | −7−0.2% | Reduced |
| Novak & Powell Financial Services, Inc. | 3,073 | $493.5K | 0.26% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 3,090 | $496.2K | 0.00% | +2,511+433.7% | Added |
| ASR Vermogensbeheer N.V. | 3,103 | $498.3K | 0.01% | −35−1.1% | Reduced |
| Rehmann Capital Advisory Group | 3,125 | $503.4K | 0.03% | −309−9.0% | Reduced |
| Vise Technologies, Inc. | 3,169 | $508.8K | 0.01% | −206−6.1% | Reduced |
| Bessemer Group Inc | 3,212 | $517.0K | 0.00% | −421−11.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,227 | $518.2K | 0.02% | −57−1.7% | Reduced |
| Sowell Financial Services LLC | 3,243 | $520.8K | 0.02% | −4−0.1% | Reduced |
| Waterloo Capital, L.P. | 3,245 | $521.1K | 0.04% | −198−5.8% | Reduced |
| Engineers Gate Manager LP | 3,267 | $524.6K | 0.01% | +1,301+66.2% | Added |
| Beverly Hills Private Wealth, LLC | 3,281 | $526.9K | 0.09% | −83−2.5% | Reduced |
| Visionary Wealth Advisors | 3,307 | $531.0K | 0.02% | +10.0% | Added |
| Capstone Investment Advisors, LLC | 3,371 | $541.3K | 0.00% | +3,371 | New |
| Atlanta Consulting Group Advisors, LLC | 3,383 | $543.2K | 0.12% | +142+4.4% | Added |