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 |
|---|---|---|---|---|---|
| Vestcor Inc | 6,636 | $1.07M | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 6,707 | $1.08M | 0.05% | +348+5.5% | Added |
| NorthCrest Asset Manangement, LLC | 6,456 | $1.08M | 0.02% | +129+2.0% | Added |
| Redwood Investment Management, LLC | 6,795 | $1.09M | 0.12% | −110−1.6% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 6,832 | $1.10M | 0.65% | +6,832 | New |
| Tokio Marine Asset Management Co Ltd | 6,963 | $1.12M | 0.04% | +333+5.0% | Added |
| Cookson Peirce & Co Inc | 6,963 | $1.12M | 0.05% | +789+12.8% | Added |
| Rockefeller Capital Management L.P. | 7,015 | $1.13M | 0.00% | +1,107+18.7% | Added |
| Muirfield Wealth Advisors LLC | 7,090 | $1.14M | 0.84% | +323+4.8% | Added |
| One + One Wealth Management, LLC | 7,133 | $1.15M | 0.53% | −115−1.6% | Reduced |
| West Michigan Advisors, LLC | 7,140 | $1.15M | 0.26% | 00.0% | Unchanged |
| JSF Financial, LLC | 7,162 | $1.15M | 0.24% | −17−0.2% | Reduced |
| Abn Amro Investment Solutions | 7,182 | $1.15M | 0.02% | +5,979+497.0% | Added |
| E. Ohman J:or Asset Management AB | 7,217 | $1.16M | 0.03% | −840−10.4% | Reduced |
| Verition Fund Management LLC | 7,220 | $1.16M | 0.01% | −15,065−67.6% | Reduced |
| MUFG Securities EMEA plc | 7,228 | $1.16M | 0.01% | +3,831+112.8% | Added |
| Wealthspire Advisors, LLC | 7,233 | $1.16M | 0.01% | +974+15.6% | Added |
| Adelphi Trust Co | 7,321 | $1.18M | 0.96% | +7,321 | New |
| Oxford Financial Group Ltd | 7,327 | $1.18M | 0.06% | −378−4.9% | Reduced |
| WBI Investments | 7,350 | $1.18M | 0.31% | +7,350 | New |
| Fulton Bank, N.A. | 7,416 | $1.19M | 0.04% | +291+4.1% | Added |
| RFG - Bristol Wealth Advisors, LLC | 7,528 | $1.21M | 0.34% | −1,334−15.1% | Reduced |
| Voleon Capital Management LP | 7,536 | $1.21M | 0.03% | +4,690+164.8% | Added |
| Summit Trail Advisors, LLC | 7,547 | $1.21M | 0.02% | +1,316+21.1% | Added |
| Capital Investment Advisors, LLC | 7,636 | $1.23M | 0.02% | +20.0% | Added |
| AlphaCore Capital LLC | 7,700 | $1.24M | 0.03% | +7,700 | New |
| Trust Co of Toledo NA | 7,998 | $1.28M | 0.13% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 8,054 | $1.29M | 0.07% | +3,357+71.5% | Added |
| Tower Bridge Advisors | 8,059 | $1.29M | 0.13% | −1,500−15.7% | Reduced |
| New Mexico Educational Retirement Board | 8,075 | $1.30M | 0.04% | −100−1.2% | Reduced |
| GHP Investment Advisors, Inc. | 8,097 | $1.30M | 0.05% | +689+9.3% | Added |
| ING Groep NV | 8,138 | $1.31M | 0.01% | −172−2.1% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 8,165 | $1.31M | 0.06% | +164+2.0% | Added |
| Consolidated Planning Corp | 8,183 | $1.31M | 0.13% | +92+1.1% | Added |
| Formidable Asset Management, LLC | 7,616 | $1.31M | 0.19% | −160−2.1% | Reduced |
| Metis Global Partners, LLC | 8,243 | $1.32M | 0.03% | −1,460−15.0% | Reduced |
| Atlantic Union Bankshares Corp | 8,474 | $1.36M | 0.03% | −139−1.6% | Reduced |
| Signaturefd, LLC | 8,535 | $1.37M | 0.02% | +157+1.9% | Added |
| Bill Few Associates, Inc. | 8,595 | $1.38M | 0.34% | −500−5.5% | Reduced |
| Glenmede Trust Co NA | 8,686 | $1.39M | 0.01% | +8,686 | New |
| Maryland State Retirement & Pension System | 8,886 | $1.43M | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 8,890 | $1.43M | 0.01% | +7,856+759.8% | Added |
| J. Safra Sarasin Holding AG | 8,893 | $1.43M | 0.02% | +8,893 | New |
| Gladstone Institutional Advisory LLC | 8,910 | $1.43M | 0.05% | +76+0.9% | Added |
| Louisiana State Employees Retirement System | 9,000 | $1.45M | 0.02% | −300−3.2% | Reduced |
| Intech Investment Management LLC | 9,028 | $1.45M | 0.01% | −5,796−39.1% | Reduced |
| Abc Arbitrage SA | 9,052 | $1.45M | 0.14% | +9,052 | New |
| Dai-Ichi Life Insurance Company, Ltd | 9,090 | $1.46M | 0.04% | 00.0% | Unchanged |
| Quest Partners LLC | 9,132 | $1.47M | 0.08% | +7,455+444.5% | Added |
| Sequoia Financial Advisors, LLC | 9,237 | $1.48M | 0.01% | +2,589+38.9% | Added |
| Commerce Bank | 9,273 | $1.49M | 0.01% | +5+0.1% | Added |
| Advocacy Wealth Management Services, LLC | 9,274 | $1.49M | 0.06% | −743−7.4% | Reduced |
| Atlas Wealth LLC | 9,475 | $1.52M | 0.46% | −234−2.4% | Reduced |
| RMB Capital Management, LLC | 9,494 | $1.52M | 0.03% | −102−1.1% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 9,500 | $1.53M | 0.07% | +9,500 | New |
| Meridian Wealth Advisors, LLC | 9,569 | $1.54M | 0.21% | −647−6.3% | Reduced |
| TCG Advisory Services, LLC | 9,576 | $1.54M | 0.04% | +402+4.4% | Added |
| Sanibel Captiva Trust Company, Inc. | 9,644 | $1.55M | 0.04% | +29+0.3% | Added |
| CAPROCK Group, Inc. | 9,781 | $1.57M | 0.03% | +1,114+12.9% | Added |
| Gulf International Bank (UK) Ltd | 9,854 | $1.58M | 0.05% | +85+0.9% | Added |
| Bayview Asset Management, LLC | 10,148 | $1.63M | 1.47% | −1,827−15.3% | Reduced |
| Hartford Investment Management Co | 10,290 | $1.65M | 0.05% | −210−2.0% | Reduced |
| King Luther Capital Management Corp | 10,334 | $1.66M | 0.01% | +10+0.1% | Added |
| Alpine Woods Capital Investors, LLC | 10,398 | $1.67M | 0.40% | −2,502−19.4% | Reduced |
| Nilsine Partners, LLC | 10,667 | $1.71M | 0.15% | +724+7.3% | Added |
| Wedmont Private Capital | 10,428 | $1.72M | 0.06% | +30.0% | Added |
| Keybank National Association | 10,853 | $1.74M | 0.01% | −10−0.1% | Reduced |
| Norinchukin Bank, The | 10,936 | $1.76M | 0.02% | +606+5.9% | Added |
| Allen Investment Management LLC | 11,150 | $1.79M | 0.02% | 00.0% | Unchanged |
| Banco Santander, S.A. | 11,342 | $1.82M | 0.01% | +11,342 | New |
| Kentucky Retirement Systems | 11,479 | $1.84M | 0.05% | 00.0% | Unchanged |
| Bank of New Hampshire | 11,576 | $1.86M | 0.42% | −20.0% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 11,665 | $1.87M | 0.86% | +5,087+77.3% | Added |
| Oarsman Capital, Inc. | 11,715 | $1.88M | 0.24% | +488+4.3% | Added |
| Banque Cantonale Vaudoise | 11,896 | $1.91M | 0.07% | −9−0.1% | Reduced |
| Virtus Investment Advisers, Inc. | 11,944 | $1.92M | 0.52% | +1,004+9.2% | Added |
| Klingman & Associates, LLC | 12,225 | $1.96M | 0.09% | +10.0% | Added |
| Dean Capital Management | 12,322 | $1.98M | 0.84% | +380+3.2% | Added |
| Generali Asset Management SPA SGR | 12,338 | $1.98M | 0.04% | +12,338 | New |
| Kovitz Investment Group Partners, LLC | 12,368 | $1.99M | 0.04% | −1,260−9.2% | Reduced |
| Jupiter Asset Management Ltd | 12,458 | $2.00M | 0.02% | +10,955+728.9% | Added |
| Mizuho Securities USA LLC | 12,838 | $2.01M | 0.03% | −86−0.7% | Reduced |
| Investment Management Corp of Ontario | 12,801 | $2.06M | 0.03% | +3,863+43.2% | Added |
| Integrated Advisors Network LLC | 12,818 | $2.06M | 0.09% | −12,553−49.5% | Reduced |
| William B. Walkup & Associates, Inc. | 13,046 | $2.10M | 1.15% | −289−2.2% | Reduced |
| Farringdon Capital, Ltd. | 13,050 | $2.10M | 0.51% | +8,967+219.6% | Added |
| Heritage Wealth Advisors | 13,186 | $2.12M | 0.08% | −230−1.7% | Reduced |
| M&T Bank Corp | 13,192 | $2.12M | 0.01% | +2,005+17.9% | Added |
| Cullen Capital Management LLC | 13,284 | $2.13M | 0.02% | −108−0.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 13,339 | $2.14M | 0.10% | +2,905+27.8% | Added |
| Empire Life Investments Inc. | 13,352 | $2.14M | 0.12% | +35+0.3% | Added |
| CIBC Private Wealth Group, LLC | 13,574 | $2.18M | 0.00% | −188−1.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 13,588 | $2.18M | 0.01% | −659−4.6% | Reduced |
| Stablepoint Partners, LLC | 13,645 | $2.19M | 0.34% | +186+1.4% | Added |
| Allstate Corp | 13,767 | $2.21M | 0.03% | +7,158+108.3% | Added |
| High Net Worth Advisory Group LLC | 13,963 | $2.24M | 0.52% | +227+1.7% | Added |
| Pacer Advisors, Inc. | 13,972 | $2.24M | 0.01% | −332−2.3% | Reduced |
| Intellus Advisors LLC | 13,993 | $2.25M | 0.30% | +2,192+18.6% | Added |
| Entropy Technologies, LP | 14,013 | $2.25M | 0.12% | +14,013 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 14,097 | $2.26M | 0.02% | −1,245−8.1% | Reduced |