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 |
|---|---|---|---|---|---|
| Davis Investment Partners, LLC | 13,932 | $2.28M | 0.80% | −265−1.9% | Reduced |
| White Pine Capital LLC | 14,230 | $2.29M | 0.63% | −22−0.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 14,290 | $2.29M | 0.01% | −119−0.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,343 | $2.30M | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 14,393 | $2.31M | 0.01% | +9,031+168.4% | Added |
| Evolve Private Wealth, LLC | 14,487 | $2.33M | 0.14% | +14,487 | New |
| Apollon Wealth Management, LLC | 14,754 | $2.37M | 0.04% | +52+0.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 15,010 | $2.39M | 0.01% | +350+2.4% | Added |
| Vestmark Advisory Solutions, Inc. | 14,986 | $2.41M | 0.03% | +2,885+23.8% | Added |
| V-Square Quantitative Management LLC | 15,805 | $2.54M | 0.26% | −16−0.1% | Reduced |
| United Asset Strategies, Inc. | 15,927 | $2.56M | 0.20% | +15,927 | New |
| Landscape Capital Management, L.L.C. | 16,134 | $2.59M | 0.17% | +8,608+114.4% | Added |
| Crossmark Global Holdings, Inc. | 16,444 | $2.64M | 0.04% | −1,393−7.8% | Reduced |
| Aft, Forsyth & Sober, LLC | 16,500 | $2.65M | 0.80% | 00.0% | Unchanged |
| Stance Capital LLC | 16,670 | $2.68M | 0.98% | +718+4.5% | Added |
| Candriam Luxembourg S.C.A. | 16,776 | $2.69M | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, LLC | 16,932 | $2.72M | 0.17% | +16,932 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 16,943 | $2.72M | 0.00% | −34−0.2% | Reduced |
| Maltese Capital Management LLC | 17,000 | $2.73M | 0.48% | +17,000 | New |
| Mediolanum International Funds Ltd | 16,981 | $2.76M | 0.03% | +2,142+14.4% | Added |
| Wellspring Financial Advisors, LLC | 17,368 | $2.79M | 0.22% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 17,459 | $2.80M | 0.03% | −1,705−8.9% | Reduced |
| Public Employees Retirement Association of Colorado | 17,786 | $2.86M | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 18,104 | $2.91M | 0.03% | +10,989+154.4% | Added |
| Ensign Peak Advisors, Inc | 18,302 | $2.94M | 0.01% | −36,946−66.9% | Reduced |
| Hancock Whitney Corp | 18,386 | $2.95M | 0.05% | −4,050−18.1% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 18,677 | $3.00M | 0.05% | −21,823−53.9% | Reduced |
| Tredje AP-fonden | 18,837 | $3.03M | 0.02% | 00.0% | Unchanged |
| Sovereign's Capital Management, LLC | 18,872 | $3.03M | 1.84% | −1,230−6.1% | Reduced |
| Sanctuary Advisors, LLC | 18,931 | $3.04M | 0.02% | −1,637−8.0% | Reduced |
| Mutual of America Capital Management LLC | 18,932 | $3.04M | 0.03% | −303−1.6% | Reduced |
| Millstone Evans Group, LLC | 18,995 | $3.05M | 1.79% | −496−2.5% | Reduced |
| Heartland Advisors Inc | 19,001 | $3.05M | 0.16% | −1,692−8.2% | Reduced |
| Nordea Investment Management AB | 18,986 | $3.07M | 0.00% | +240+1.3% | Added |
| Carl Stuart Investment Advisor, Inc | 19,115 | $3.07M | 2.77% | −9,360−32.9% | Reduced |
| Center for Financial Planning, Inc. | 19,281 | $3.10M | 0.32% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 19,428 | $3.12M | 0.05% | −3,694−16.0% | Reduced |
| HighTower Advisors, LLC | 19,565 | $3.14M | 0.00% | +2,130+12.2% | Added |
| Ethic Inc. | 19,639 | $3.15M | 0.05% | −935−4.5% | Reduced |
| UniSuper Management Pty Ltd | 19,647 | $3.16M | 0.02% | −1,138−5.5% | Reduced |
| United Capital Financial Advisers, LLC | 19,913 | $3.20M | 0.02% | −138−0.7% | Reduced |
| Yousif Capital Management, LLC | 19,096 | $3.20M | 0.04% | −1,219−6.0% | Reduced |
| Gotham Asset Management, LLC | 19,978 | $3.21M | 0.01% | +319+1.6% | Added |
| Skopos Labs, Inc. | 19,556 | $3.21M | 0.15% | +13,752+236.9% | Added |
| Vident Advisory, LLC | 20,072 | $3.22M | 0.03% | +762+3.9% | Added |
| MAI Capital Management | 20,078 | $3.22M | 0.02% | +18,732+1,391.7% | Added |
| Oregon Public Employees Retirement Fund | 20,180 | $3.24M | 0.04% | −33−0.2% | Reduced |
| Kingsview Wealth Management, LLC | 20,374 | $3.27M | 0.05% | +17,407+586.7% | Added |
| Graphene Investments SAS | 20,500 | $3.29M | 2.06% | 00.0% | Unchanged |
| Omers Administration Corp | 20,504 | $3.29M | 0.02% | +830+4.2% | Added |
| Atria Investments LLC | 20,523 | $3.30M | 0.04% | −979−4.6% | Reduced |
| Brinker Capital Investments, LLC | 20,652 | $3.32M | 0.02% | −180−0.9% | Reduced |
| Kaydan Wealth Management, Inc. | 21,175 | $3.40M | 0.98% | 00.0% | Unchanged |
| Mariner, LLC | 21,493 | $3.45M | 0.00% | +1,442+7.2% | Added |
| Schneider Downs Wealth Management Advisors, LP | 21,588 | $3.47M | 0.39% | 00.0% | Unchanged |
| MML Investors Services, LLC | 21,624 | $3.47M | 0.01% | −1,046−4.6% | Reduced |
| Patton Fund Management, Inc. | 21,779 | $3.50M | 0.47% | +20,177+1,259.5% | Added |
| Siemens Fonds Invest GmbH | 21,798 | $3.54M | 0.19% | −9,231−29.7% | Reduced |
| We Are One Seven, LLC | 22,455 | $3.61M | 0.07% | +1,220+5.7% | Added |
| CIBC World Markets Inc. | 22,463 | $3.61M | 0.01% | +39+0.2% | Added |
| Barnes Pettey Financial Advisors, LLC | 22,655 | $3.64M | 1.80% | +216+1.0% | Added |
| Janus Henderson Group PLC | 22,776 | $3.66M | 0.00% | +347+1.5% | Added |
| Concurrent Investment Advisors, LLC | 22,827 | $3.67M | 0.04% | +8,261+56.7% | Added |
| O'Shaughnessy Asset Management, LLC | 23,056 | $3.70M | 0.02% | +80+0.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 23,026 | $3.74M | 0.01% | −3,479−13.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 23,339 | $3.75M | 0.03% | −3,800−14.0% | Reduced |
| Dean Investment Associates, LLC | 23,761 | $3.82M | 0.55% | +442+1.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,032 | $3.86M | 0.03% | −122−0.5% | Reduced |
| Nissay Asset Management Corp | 24,043 | $3.86M | 0.02% | −31−0.1% | Reduced |
| Cerity Partners LLC | 24,110 | $3.87M | 0.01% | +5,018+26.3% | Added |
| Rakuten Investment Management, Inc. | 23,749 | $3.90M | 0.01% | −45,445−65.7% | Reduced |
| Regions Financial Corp | 24,410 | $3.92M | 0.03% | −4,589−15.8% | Reduced |
| Wealthfront Advisers LLC | 24,725 | $3.97M | 0.01% | +7,164+40.8% | Added |
| Comerica Bank | 25,151 | $4.04M | 0.02% | −1,844−6.8% | Reduced |
| Cullen Investment Group, Ltd. | 24,165 | $4.05M | 0.53% | −300−1.2% | Reduced |
| Dana Investment Advisors, Inc. | 25,268 | $4.06M | 0.12% | −42−0.2% | Reduced |
| Kestra Advisory Services, LLC | 25,357 | $4.07M | 0.02% | +18,266+257.6% | Added |
| Davenport & Co LLC | 25,431 | $4.08M | 0.02% | −3,332−11.6% | Reduced |
| New York Life Investment Management LLC | 25,725 | $4.13M | 0.04% | −272−1.0% | Reduced |
| Morningstar Investment Management LLC | 25,994 | $4.17M | 0.25% | 00.0% | Unchanged |
| Xponance, Inc. | 26,072 | $4.19M | 0.03% | +1,161+4.7% | Added |
| Assenagon Asset Management S.A. | 26,367 | $4.23M | 0.01% | +508+2.0% | Added |
| Fifth Third Bancorp | 26,575 | $4.27M | 0.01% | −4,905−15.6% | Reduced |
| Buckhead Capital Management LLC | 26,976 | $4.33M | 1.55% | +164+0.6% | Added |
| Regency Capital Management Inc. | 27,165 | $4.36M | 1.81% | −422−1.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 27,337 | $4.39M | 0.04% | −2,397−8.1% | Reduced |
| Leuthold Group, LLC | 27,534 | $4.42M | 0.48% | +79+0.3% | Added |
| Cardinal Capital Management | 28,372 | $4.56M | 0.60% | +109+0.4% | Added |
| DekaBank Deutsche Girozentrale | 33,882 | $4.58M | 0.01% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 29,100 | $4.67M | 0.29% | +10,500+56.5% | Added |
| Logan Capital Management Inc | 29,332 | $4.71M | 0.20% | −1,007−3.3% | Reduced |
| Systematic Financial Management LP | 29,351 | $4.71M | 0.11% | +4,350+17.4% | Added |
| JustInvest LLC | 29,716 | $4.77M | 0.05% | −99−0.3% | Reduced |
| Neuberger Berman Group LLC | 29,839 | $4.79M | 0.00% | +181+0.6% | Added |
| CWM, LLC | 29,955 | $4.81M | 0.01% | +1,576+5.6% | Added |
| Utah Retirement Systems | 29,968 | $4.81M | 0.05% | −204−0.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 30,044 | $4.82M | 0.01% | −4,889−14.0% | Reduced |
| Eurizon Capital SGR S.p.A. | 30,070 | $4.83M | 0.02% | +30,070 | New |
| Hennion & Walsh Asset Management, Inc. | 30,106 | $4.83M | 0.17% | −966−3.1% | Reduced |
| Woodline Partners LP | 30,323 | $4.87M | 0.02% | +6,868+29.3% | Added |