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 |
|---|---|---|---|---|---|
| J.W. Cole Advisors, Inc. | 3,572 | $548.8K | 0.01% | −1,686−32.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,428 | $550.5K | 0.04% | +39+1.2% | Added |
| Texas Yale Capital Corp. | 3,445 | $553.2K | 0.02% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 3,456 | $555.0K | 0.03% | +192+5.9% | Added |
| RSM US Wealth Management LLC | 3,434 | $558.3K | 0.01% | −98−2.8% | Reduced |
| DRW Securities, LLC | 3,495 | $561.3K | 0.04% | +1,210+53.0% | Added |
| Huntington National Bank | 3,510 | $563.7K | 0.00% | +534+17.9% | Added |
| NVWM, LLC | 3,549 | $569.9K | 0.12% | −81−2.2% | Reduced |
| Lebenthal Global Advisors, LLC | 3,563 | $572.1K | 0.09% | +994+38.7% | Added |
| Benjamin Edwards Inc | 3,589 | $576.3K | 0.01% | +2,092+139.7% | Added |
| Westerkirk Capital Inc. | 3,600 | $578.1K | 0.06% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 3,643 | $585.0K | 0.01% | +3,643 | New |
| Savant Capital, LLC | 3,658 | $587.5K | 0.00% | +325+9.8% | Added |
| Guggenheim Capital LLC | 3,667 | $588.9K | 0.00% | +355+10.7% | Added |
| Keating Financial Advisory Services, Inc. | 3,696 | $593.5K | 0.08% | +3,696 | New |
| AlphaGrep UK Ltd | 3,705 | $595.0K | 0.20% | +3,705 | New |
| Northwestern Mutual Wealth Management Co | 3,731 | $599.1K | 0.00% | +319+9.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,744 | $601.2K | 0.00% | 00.0% | Unchanged |
| Prudential PLC | 3,777 | $606.5K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 3,796 | $609.6K | 0.21% | −525−12.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,821 | $613.6K | 0.03% | +3,821 | New |
| Merit Financial Group, LLC | 3,830 | $615.1K | 0.00% | −168−4.2% | Reduced |
| Callan Family Office, LLC | 3,900 | $626.4K | 0.01% | +1,146+41.6% | Added |
| BOK Financial Private Wealth, Inc. | 3,917 | $629.0K | 0.04% | −32−0.8% | Reduced |
| Wetzel Investment Advisors, Inc. | 4,029 | $647.0K | 0.26% | −1,000−19.9% | Reduced |
| Great Valley Advisor Group, Inc. | 4,075 | $654.4K | 0.01% | +20.0% | Added |
| Norden Group LLC | 4,182 | $671.6K | 0.07% | −101−2.4% | Reduced |
| Harrell Investment Partners, LLC | 4,192 | $673.1K | 0.16% | +10+0.2% | Added |
| Versor Investments LP | 4,216 | $677.0K | 0.11% | +4,216 | New |
| Lido Advisors, LLC | 3,981 | $678.8K | 0.00% | +96+2.5% | Added |
| Toroso Investments, LLC | 4,261 | $682.0K | 0.00% | −258−5.7% | Reduced |
| STRS Ohio | 4,272 | $686.0K | 0.00% | −100−2.3% | Reduced |
| ABLE Financial Group, LLC | 4,306 | $691.6K | 0.14% | +499+13.1% | Added |
| Johnson Investment Counsel Inc | 4,352 | $698.9K | 0.01% | 00.0% | Unchanged |
| Tema ETFs LLC | 4,362 | $700.5K | 0.05% | −12−0.3% | Reduced |
| Quadrant Capital Group LLC | 4,380 | $703.4K | 0.02% | −81−1.8% | Reduced |
| MGB Wealth Management, LLC | 4,401 | $706.7K | 0.20% | −951−17.8% | Reduced |
| Principal Street Partners, LLC | 4,410 | $708.2K | 0.12% | −58−1.3% | Reduced |
| Skylands Capital, LLC | 4,437 | $710.1K | 0.10% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 4,459 | $716.0K | 0.00% | +4,459 | New |
| Canada Post Corp Registered Pension Plan | 4,483 | $719.9K | 0.03% | +940+26.5% | Added |
| Osmosis Investment Management UK Ltd | 4,498 | $722.4K | 0.02% | +4,498 | New |
| Forum Financial Management, LP | 4,503 | $723.1K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 4,510 | $724.2K | 0.01% | +231+5.4% | Added |
| denkapparat Operations GmbH | 4,514 | $724.9K | 0.39% | +2,098+86.8% | Added |
| Plato Investment Management Ltd | 4,559 | $735.7K | 0.05% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,611 | $740.4K | 0.00% | +249+5.7% | Added |
| Inceptionr LLC | 4,634 | $744.2K | 0.21% | +2,146+86.3% | Added |
| one8zero8, LLC | 4,637 | $744.7K | 0.16% | 00.0% | Unchanged |
| Avanza Fonder AB | 4,690 | $753.2K | 0.02% | +4,690 | New |
| Squarepoint Ops LLC | 4,699 | $754.6K | 0.00% | −7,695−62.1% | Reduced |
| Nomura Holdings Inc | 4,710 | $756.4K | 0.00% | +121+2.6% | Added |
| Syon Capital LLC | 4,739 | $761.0K | 0.04% | +1,360+40.2% | Added |
| MUFG Securities Americas Inc. | 4,750 | $762.8K | 0.05% | −36−0.8% | Reduced |
| Securian Asset Management, Inc | 4,780 | $767.6K | 0.03% | −3,738−43.9% | Reduced |
| Moody National Bank Trust Division | 4,789 | $769.1K | 0.07% | −2,652−35.6% | Reduced |
| Laird Norton Trust Company, LLC | 4,804 | $771.5K | 0.02% | +4,804 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 4,811 | $772.6K | 0.05% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 4,836 | $776.7K | 0.01% | +984+25.5% | Added |
| Tranquility Partners, LLC | 4,847 | $778.4K | 0.28% | −180−3.6% | Reduced |
| EFG International AG | 4,866 | $781.4K | 0.02% | +4,866 | New |
| Blueshift Asset Management, LLC | 4,868 | $781.8K | 0.23% | +4,868 | New |
| Aaron Wealth Advisors | 4,920 | $790.1K | 0.04% | +1,317+36.6% | Added |
| Panagora Asset Management Inc | 4,993 | $801.8K | 0.00% | −96,420−95.1% | Reduced |
| Empirical Asset Management, LLC | 4,997 | $802.5K | 0.23% | +1,249+33.3% | Added |
| Wealthcare Advisory Partners LLC | 5,015 | $805.4K | 0.02% | +368+7.9% | Added |
| Net Worth Advisory Group | 5,049 | $810.9K | 0.16% | +828+19.6% | Added |
| Covenant Partners, LLC | 5,093 | $817.9K | 0.24% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5,137 | $825.0K | 0.01% | −202−3.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,198 | $834.7K | 0.00% | +5,198 | New |
| Van Eck Associates Corp | 5,245 | $842.0K | 0.00% | −419−7.4% | Reduced |
| Caitlin John, LLC | 5,252 | $843.4K | 0.55% | +5,252 | New |
| Signature Wealth Management Group | 5,415 | $869.6K | 0.35% | +50+0.9% | Added |
| Fideuram Asset Management (Ireland) dac | 5,329 | $870.5K | 0.07% | +5,329 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,424 | $871.0K | 0.01% | +227+4.4% | Added |
| Intact Investment Management Inc. | 5,500 | $883.2K | 0.03% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 5,512 | $885.2K | 0.01% | +429+8.4% | Added |
| Bridgewater Advisors Inc. | 5,261 | $892.0K | 0.06% | +68+1.3% | Added |
| Crestwood Advisors Group LLC | 5,562 | $893.2K | 0.01% | −2,146−27.8% | Reduced |
| Walleye Trading LLC | 5,572 | $894.8K | 0.01% | −5,579−50.0% | Reduced |
| HBK Sorce Advisory LLC | 5,231 | $900.5K | 0.02% | +15+0.3% | Added |
| Bradley Foster & Sargent Inc | 5,613 | $901.4K | 0.01% | −70−1.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,634 | $904.8K | 0.01% | −21−0.4% | Reduced |
| Belpointe Asset Management LLC | 5,648 | $907.1K | 0.03% | +86+1.5% | Added |
| Systematic Alpha Investments, LLC | 5,700 | $915.4K | 0.03% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 5,774 | $927.2K | 0.00% | +5,774 | New |
| Machina Capital S.A.S. | 5,995 | $962.7K | 0.18% | +5,995 | New |
| Gateway Investment Advisers LLC | 6,047 | $971.1K | 0.01% | +699+13.1% | Added |
| Guinness Asset Management LTD | 5,942 | $975.0K | 0.02% | +1,303+28.1% | Added |
| Tower Research Capital LLC (TRC) | 6,095 | $978.8K | 0.02% | +4,487+279.0% | Added |
| Peak Planning Group, LLC | 6,178 | $992.1K | 0.28% | −296−4.6% | Reduced |
| Empirical Finance, LLC | 6,229 | $1.00M | 0.05% | −261−4.0% | Reduced |
| Staley Capital Advisers Inc | 6,250 | $1.00M | 0.04% | 00.0% | Unchanged |
| North Dakota State Investment Board | 6,274 | $1.01M | 0.04% | +6,274 | New |
| Teacher Retirement System of Texas | 6,280 | $1.01M | 0.00% | −63,710−91.0% | Reduced |
| Uniting Wealth Partners, LLC | 6,306 | $1.01M | 0.31% | −300−4.5% | Reduced |
| Intrust Bank NA | 6,338 | $1.02M | 0.08% | +298+4.9% | Added |
| Twin Capital Management Inc | 6,346 | $1.02M | 0.13% | −299−4.5% | Reduced |
| Yorktown Management & Research Co Inc | 6,450 | $1.04M | 0.83% | 00.0% | Unchanged |
| Stephens Inc | 6,499 | $1.04M | 0.01% | +563+9.5% | Added |