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 |
|---|---|---|---|---|---|
| Macquarie Group Ltd | 30,521 | $4.90M | 0.02% | −194,470−86.4% | Reduced |
| NEOS Investment Management LLC | 30,716 | $4.92M | 0.03% | +4,944+19.2% | Added |
| Commonwealth Equity Services, LLC | 30,991 | $4.98M | 0.01% | −22,457−42.0% | Reduced |
| Colony Group, LLC | 31,201 | $5.01M | 0.01% | +5,740+22.5% | Added |
| Pensionmark Financial Group, LLC | 31,404 | $5.04M | 0.08% | +156+0.5% | Added |
| Access Investment Management LLC | 29,661 | $5.12M | 1.38% | 00.0% | Unchanged |
| GWM Advisors LLC | 31,900 | $5.12M | 0.02% | +2,881+9.9% | Added |
| USS Investment Management Ltd | 32,115 | $5.16M | 0.03% | 00.0% | Unchanged |
| PensionDanmark Pensionsforsikringsaktieselskab | 32,164 | $5.17M | 0.05% | +32,164 | New |
| Mirae Asset Global Investments Co., Ltd. | 32,271 | $5.18M | 0.01% | +976+3.1% | Added |
| Bokf, NA | 32,347 | $5.19M | 0.08% | −4,979−13.3% | Reduced |
| Jane Street Group, LLC | 32,460 | $5.21M | 0.01% | −177,917−84.6% | Reduced |
| Two Sigma Investments, LP | 32,504 | $5.22M | 0.01% | −109,640−77.1% | Reduced |
| Hilltop Holdings Inc. | 32,904 | $5.28M | 0.32% | −639−1.9% | Reduced |
| CI Private Wealth, LLC | 33,066 | $5.31M | 0.01% | +1,219+3.8% | Added |
| Mizuho Markets Cayman LP | 33,293 | $5.35M | 0.27% | +33,293 | New |
| British Columbia Investment Management Corp | 33,554 | $5.39M | 0.03% | +6,004+21.8% | Added |
| Amalgamated Bank | 33,766 | $5.42M | 0.04% | −521−1.5% | Reduced |
| Janney Montgomery Scott LLC | 33,964 | $5.45M | 0.01% | +130.0% | Added |
| Natixis | 34,525 | $5.54M | 0.02% | −3,193−8.5% | Reduced |
| Oppenheimer Asset Management Inc. | 34,600 | $5.56M | 0.07% | +693+2.0% | Added |
| Pathstone Holdings, LLC | 35,263 | $5.66M | 0.02% | −1,986−5.3% | Reduced |
| Daiwa Securities Group Inc. | 36,648 | $5.88M | 0.02% | +6,217+20.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 36,696 | $5.89M | 0.02% | −571−1.5% | Reduced |
| DnB Asset Management AS | 36,840 | $5.92M | 0.02% | +320+0.9% | Added |
| CIBC World Markets Corp | 37,080 | $5.95M | 0.03% | +37,080 | New |
| IFM Investors Pty Ltd | 37,232 | $5.98M | 0.05% | −168−0.4% | Reduced |
| Retirement Systems of Alabama | 37,508 | $6.02M | 0.02% | −345−0.9% | Reduced |
| Voya Investment Management LLC | 38,058 | $6.11M | 0.01% | −1,412−3.6% | Reduced |
| Cahaba Wealth Management, Inc. | 38,290 | $6.15M | 0.43% | −3,964−9.4% | Reduced |
| Swiss Life Asset Management Ltd | 38,555 | $6.19M | 0.03% | +3,130+8.8% | Added |
| ProShare Advisors LLC | 38,811 | $6.23M | 0.01% | +2,047+5.6% | Added |
| Winton Group Ltd | 39,278 | $6.31M | 0.22% | +39,278 | New |
| Westfield Capital Management Co LP | 40,095 | $6.44M | 0.03% | 00.0% | Unchanged |
| Captrust Financial Advisors | 40,158 | $6.45M | 0.01% | +1,001+2.6% | Added |
| Stephens Consulting, LLC | 40,278 | $6.47M | 2.09% | −9,734−19.5% | Reduced |
| LMG Wealth Partners, LLC | 40,430 | $6.49M | 1.21% | −100.0% | Reduced |
| XTX Topco Ltd | 40,621 | $6.52M | 0.17% | +35,333+668.2% | Added |
| Resources Investment Advisors, LLC. | 40,674 | $6.53M | 0.06% | +3,087+8.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 41,010 | $6.59M | 0.03% | −1,603−3.8% | Reduced |
| Mackenzie Financial Corp | 40,732 | $6.61M | 0.01% | +10,010+32.6% | Added |
| Swedbank AB | 41,436 | $6.65M | 0.01% | +9,838+31.1% | Added |
| MetLife Investment Management | 42,295 | $6.79M | 0.03% | −1,821−4.1% | Reduced |
| Lord, Abbett & Co. LLC | 42,426 | $6.81M | 0.02% | +771+1.9% | Added |
| Lighthouse Investment Partners, LLC | 42,564 | $6.84M | 0.23% | −10,584−19.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 42,835 | $6.88M | 0.33% | +42,835 | New |
| CIBC Asset Management Inc | 43,261 | $6.95M | 0.02% | +16,475+61.5% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 43,949 | $7.06M | 0.03% | +123+0.3% | Added |
| Ancora Advisors, LLC | 44,121 | $7.09M | 0.15% | +239+0.5% | Added |
| Palmer Knight Co | 44,342 | $7.12M | 3.74% | −9,671−17.9% | Reduced |
| Citizens Financial Group Inc | 44,702 | $7.18M | 0.10% | −1,976−4.2% | Reduced |
| Public Sector Pension Investment Board | 44,878 | $7.21M | 0.02% | −44,389−49.7% | Reduced |
| KBC Group NV | 45,162 | $7.25M | 0.02% | −5,750−11.3% | Reduced |
| Czech National Bank | 46,491 | $7.47M | 0.05% | +1,421+3.2% | Added |
| New England Professional Planning Group Inc. | 46,689 | $7.50M | 3.14% | +1,638+3.6% | Added |
| State of Michigan Retirement System | 48,044 | $7.72M | 0.04% | −2,600−5.1% | Reduced |
| Interval Partners, LP | 49,166 | $7.90M | 0.18% | −66,135−57.4% | Reduced |
| Greenfield Seitz Capital Management, LLC | 49,733 | $7.99M | 2.62% | −552−1.1% | Reduced |
| Arizona State Retirement System | 51,923 | $8.34M | 0.05% | −4,588−8.1% | Reduced |
| Warren Averett Asset Management, LLC | 52,288 | $8.40M | 0.07% | +8,700+20.0% | Added |
| Storebrand Asset Management AS | 52,552 | $8.44M | 0.02% | −3,319−5.9% | Reduced |
| OP Asset Management Ltd | 52,801 | $8.48M | 0.10% | +5,672+12.0% | Added |
| Cetera Investment Advisers | 53,027 | $8.52M | 0.01% | −544−1.0% | Reduced |
| Rafferty Asset Management, LLC | 53,782 | $8.64M | 0.03% | −5,272−8.9% | Reduced |
| New Age Alpha Advisors, LLC | 54,812 | $8.80M | 0.38% | +24,646+81.7% | Added |
| Private Capital Management, LLC | 55,268 | $8.88M | 0.84% | −1,631−2.9% | Reduced |
| Fiera Capital Corp | 56,312 | $9.04M | 0.03% | +8,025+16.6% | Added |
| Burney Co | 56,717 | $9.11M | 0.28% | −642−1.1% | Reduced |
| CWA Asset Management Group, LLC | 57,053 | $9.16M | 0.33% | −2,456−4.1% | Reduced |
| Bryn Mawr Trust Co | 57,089 | $9.17M | 0.22% | −640−1.1% | Reduced |
| Creative Planning | 57,180 | $9.18M | 0.01% | +5,705+11.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 55,860 | $9.44M | 0.01% | +4,259+8.3% | Added |
| Resona Asset Management Co.,Ltd. | 59,178 | $9.54M | 0.05% | −2,858−4.6% | Reduced |
| US Bancorp | 59,822 | $9.61M | 0.01% | −9,362−13.5% | Reduced |
| Hantz Financial Services, Inc. | 60,907 | $9.78M | 0.14% | −8,134−11.8% | Reduced |
| Peterson Wealth Services | 60,930 | $9.78M | 2.50% | +27,313+81.2% | Added |
| State of New Jersey Common Pension Fund D | 61,901 | $9.94M | 0.04% | −1,719−2.7% | Reduced |
| Algebris (UK) Ltd | 63,355 | $10.2M | 0.81% | +63,355 | New |
| Bridgewater Associates, LP | 63,619 | $10.2M | 0.04% | +31,217+96.3% | Added |
| Stifel Financial Corp | 63,782 | $10.2M | 0.01% | −2,760−4.1% | Reduced |
| Am Investment Strategies LLC | 64,063 | $10.3M | 2.14% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 64,310 | $10.3M | 0.03% | −75−0.1% | Reduced |
| State of Tennessee, Treasury Department | 63,111 | $10.5M | 0.03% | −576−0.9% | Reduced |
| Bank of Nova Scotia | 68,452 | $11.0M | 0.02% | +45,855+202.9% | Added |
| Nemes Rush Group LLC | 68,666 | $11.0M | 1.04% | −904−1.3% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 69,794 | $11.2M | 0.40% | +69,794 | New |
| Blue Sparrow, LLC | 70,000 | $11.2M | 0.21% | +70,000 | New |
| KLP Kapitalforvaltning AS | 70,278 | $11.3M | 0.04% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 70,678 | $11.3M | 0.03% | +15,895+29.0% | Added |
| Credit Agricole S A | 71,597 | $11.5M | 0.03% | +5,511+8.3% | Added |
| Mn Services Vermogensbeheer B.V. | 74,913 | $12.0M | 0.07% | −487−0.6% | Reduced |
| Capital Fund Management S.A. | 76,007 | $12.2M | 0.12% | +76,007 | New |
| Susquehanna International Group, LLP | 76,496 | $12.3M | 0.02% | +3,850+5.3% | Added |
| Allianz Asset Management GmbH | 79,145 | $12.7M | 0.01% | +20,078+34.0% | Added |
| Advisor Group Holdings, Inc. | 79,635 | $12.8M | 0.02% | −10,015−11.2% | Reduced |
| Toronto Dominion Bank | 81,653 | $13.1M | 0.02% | −6,559−7.4% | Reduced |
| Thrivent Financial for Lutherans | 82,201 | $13.2M | 0.02% | +21,829+36.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 82,568 | $13.3M | 0.03% | −7,354−8.2% | Reduced |
| Trexquant Investment LP | 83,755 | $13.5M | 0.12% | +83,755 | New |
| National Bank of Canada | 87,698 | $14.1M | 0.01% | −16,328−15.7% | Reduced |