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 |
|---|---|---|---|---|---|
| Stephens Consulting, LLC | 40,278 | $6.47M | 2.09% | −9,734−19.5% | Reduced |
| Captrust Financial Advisors | 40,158 | $6.45M | 0.01% | +1,001+2.6% | Added |
| Westfield Capital Management Co LP | 40,095 | $6.44M | 0.03% | 00.0% | Unchanged |
| Winton Group Ltd | 39,278 | $6.31M | 0.22% | +39,278 | New |
| ProShare Advisors LLC | 38,811 | $6.23M | 0.01% | +2,047+5.6% | Added |
| Swiss Life Asset Management Ltd | 38,555 | $6.19M | 0.03% | +3,130+8.8% | Added |
| Cahaba Wealth Management, Inc. | 38,290 | $6.15M | 0.43% | −3,964−9.4% | Reduced |
| Voya Investment Management LLC | 38,058 | $6.11M | 0.01% | −1,412−3.6% | Reduced |
| Retirement Systems of Alabama | 37,508 | $6.02M | 0.02% | −345−0.9% | Reduced |
| IFM Investors Pty Ltd | 37,232 | $5.98M | 0.05% | −168−0.4% | Reduced |
| CIBC World Markets Corp | 37,080 | $5.95M | 0.03% | +37,080 | New |
| DnB Asset Management AS | 36,840 | $5.92M | 0.02% | +320+0.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 36,696 | $5.89M | 0.02% | −571−1.5% | Reduced |
| Daiwa Securities Group Inc. | 36,648 | $5.88M | 0.02% | +6,217+20.4% | Added |
| Pathstone Holdings, LLC | 35,263 | $5.66M | 0.02% | −1,986−5.3% | Reduced |
| Oppenheimer Asset Management Inc. | 34,600 | $5.56M | 0.07% | +693+2.0% | Added |
| Natixis | 34,525 | $5.54M | 0.02% | −3,193−8.5% | Reduced |
| Janney Montgomery Scott LLC | 33,964 | $5.45M | 0.01% | +130.0% | Added |
| Amalgamated Bank | 33,766 | $5.42M | 0.04% | −521−1.5% | Reduced |
| British Columbia Investment Management Corp | 33,554 | $5.39M | 0.03% | +6,004+21.8% | Added |
| Mizuho Markets Cayman LP | 33,293 | $5.35M | 0.27% | +33,293 | New |
| CI Private Wealth, LLC | 33,066 | $5.31M | 0.01% | +1,219+3.8% | Added |
| Hilltop Holdings Inc. | 32,904 | $5.28M | 0.32% | −639−1.9% | Reduced |
| Two Sigma Investments, LP | 32,504 | $5.22M | 0.01% | −109,640−77.1% | Reduced |
| Jane Street Group, LLC | 32,460 | $5.21M | 0.01% | −177,917−84.6% | Reduced |
| Bokf, NA | 32,347 | $5.19M | 0.08% | −4,979−13.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 32,271 | $5.18M | 0.01% | +976+3.1% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 32,164 | $5.17M | 0.05% | +32,164 | New |
| USS Investment Management Ltd | 32,115 | $5.16M | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 31,900 | $5.12M | 0.02% | +2,881+9.9% | Added |
| Access Investment Management LLC | 29,661 | $5.12M | 1.38% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 31,404 | $5.04M | 0.08% | +156+0.5% | Added |
| Colony Group, LLC | 31,201 | $5.01M | 0.01% | +5,740+22.5% | Added |
| Commonwealth Equity Services, LLC | 30,991 | $4.98M | 0.01% | −22,457−42.0% | Reduced |
| NEOS Investment Management LLC | 30,716 | $4.92M | 0.03% | +4,944+19.2% | Added |
| Macquarie Group Ltd | 30,521 | $4.90M | 0.02% | −194,470−86.4% | Reduced |
| Woodline Partners LP | 30,323 | $4.87M | 0.02% | +6,868+29.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 30,106 | $4.83M | 0.17% | −966−3.1% | Reduced |
| Eurizon Capital SGR S.p.A. | 30,070 | $4.83M | 0.02% | +30,070 | New |
| Caisse de Depot Et Placement du Quebec | 30,044 | $4.82M | 0.01% | −4,889−14.0% | Reduced |
| Utah Retirement Systems | 29,968 | $4.81M | 0.05% | −204−0.7% | Reduced |
| CWM, LLC | 29,955 | $4.81M | 0.01% | +1,576+5.6% | Added |
| Neuberger Berman Group LLC | 29,839 | $4.79M | 0.00% | +181+0.6% | Added |
| JustInvest LLC | 29,716 | $4.77M | 0.05% | −99−0.3% | Reduced |
| Systematic Financial Management LP | 29,351 | $4.71M | 0.11% | +4,350+17.4% | Added |
| Logan Capital Management Inc | 29,332 | $4.71M | 0.20% | −1,007−3.3% | Reduced |
| Cumberland Partners Ltd | 29,100 | $4.67M | 0.29% | +10,500+56.5% | Added |
| DekaBank Deutsche Girozentrale | 33,882 | $4.58M | 0.01% | 00.0% | Unchanged |
| Cardinal Capital Management | 28,372 | $4.56M | 0.60% | +109+0.4% | Added |
| Leuthold Group, LLC | 27,534 | $4.42M | 0.48% | +79+0.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 27,337 | $4.39M | 0.04% | −2,397−8.1% | Reduced |
| Regency Capital Management Inc. | 27,165 | $4.36M | 1.81% | −422−1.5% | Reduced |
| Buckhead Capital Management LLC | 26,976 | $4.33M | 1.55% | +164+0.6% | Added |
| Fifth Third Bancorp | 26,575 | $4.27M | 0.01% | −4,905−15.6% | Reduced |
| Assenagon Asset Management S.A. | 26,367 | $4.23M | 0.01% | +508+2.0% | Added |
| Xponance, Inc. | 26,072 | $4.19M | 0.03% | +1,161+4.7% | Added |
| Morningstar Investment Management LLC | 25,994 | $4.17M | 0.25% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 25,725 | $4.13M | 0.04% | −272−1.0% | Reduced |
| Davenport & Co LLC | 25,431 | $4.08M | 0.02% | −3,332−11.6% | Reduced |
| Kestra Advisory Services, LLC | 25,357 | $4.07M | 0.02% | +18,266+257.6% | Added |
| Dana Investment Advisors, Inc. | 25,268 | $4.06M | 0.12% | −42−0.2% | Reduced |
| Cullen Investment Group, Ltd. | 24,165 | $4.05M | 0.53% | −300−1.2% | Reduced |
| Comerica Bank | 25,151 | $4.04M | 0.02% | −1,844−6.8% | Reduced |
| Wealthfront Advisers LLC | 24,725 | $3.97M | 0.01% | +7,164+40.8% | Added |
| Regions Financial Corp | 24,410 | $3.92M | 0.03% | −4,589−15.8% | Reduced |
| Rakuten Investment Management, Inc. | 23,749 | $3.90M | 0.01% | −45,445−65.7% | Reduced |
| Cerity Partners LLC | 24,110 | $3.87M | 0.01% | +5,018+26.3% | Added |
| Nissay Asset Management Corp | 24,043 | $3.86M | 0.02% | −31−0.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,032 | $3.86M | 0.03% | −122−0.5% | Reduced |
| Dean Investment Associates, LLC | 23,761 | $3.82M | 0.55% | +442+1.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 23,339 | $3.75M | 0.03% | −3,800−14.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 23,026 | $3.74M | 0.01% | −3,479−13.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 23,056 | $3.70M | 0.02% | +80+0.3% | Added |
| Concurrent Investment Advisors, LLC | 22,827 | $3.67M | 0.04% | +8,261+56.7% | Added |
| Janus Henderson Group PLC | 22,776 | $3.66M | 0.00% | +347+1.5% | Added |
| Barnes Pettey Financial Advisors, LLC | 22,655 | $3.64M | 1.80% | +216+1.0% | Added |
| CIBC World Markets Inc. | 22,463 | $3.61M | 0.01% | +39+0.2% | Added |
| We Are One Seven, LLC | 22,455 | $3.61M | 0.07% | +1,220+5.7% | Added |
| Siemens Fonds Invest GmbH | 21,798 | $3.54M | 0.19% | −9,231−29.7% | Reduced |
| Patton Fund Management, Inc. | 21,779 | $3.50M | 0.47% | +20,177+1,259.5% | Added |
| MML Investors Services, LLC | 21,624 | $3.47M | 0.01% | −1,046−4.6% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 21,588 | $3.47M | 0.39% | 00.0% | Unchanged |
| Mariner, LLC | 21,493 | $3.45M | 0.00% | +1,442+7.2% | Added |
| Kaydan Wealth Management, Inc. | 21,175 | $3.40M | 0.98% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 20,652 | $3.32M | 0.02% | −180−0.9% | Reduced |
| Atria Investments LLC | 20,523 | $3.30M | 0.04% | −979−4.6% | Reduced |
| Omers Administration Corp | 20,504 | $3.29M | 0.02% | +830+4.2% | Added |
| Graphene Investments SAS | 20,500 | $3.29M | 2.06% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 20,374 | $3.27M | 0.05% | +17,407+586.7% | Added |
| Oregon Public Employees Retirement Fund | 20,180 | $3.24M | 0.04% | −33−0.2% | Reduced |
| MAI Capital Management | 20,078 | $3.22M | 0.02% | +18,732+1,391.7% | Added |
| Vident Advisory, LLC | 20,072 | $3.22M | 0.03% | +762+3.9% | Added |
| Skopos Labs, Inc. | 19,556 | $3.21M | 0.15% | +13,752+236.9% | Added |
| Gotham Asset Management, LLC | 19,978 | $3.21M | 0.01% | +319+1.6% | Added |
| Yousif Capital Management, LLC | 19,096 | $3.20M | 0.04% | −1,219−6.0% | Reduced |
| United Capital Financial Advisers, LLC | 19,913 | $3.20M | 0.02% | −138−0.7% | Reduced |
| UniSuper Management Pty Ltd | 19,647 | $3.16M | 0.02% | −1,138−5.5% | Reduced |
| Ethic Inc. | 19,639 | $3.15M | 0.05% | −935−4.5% | Reduced |
| HighTower Advisors, LLC | 19,565 | $3.14M | 0.00% | +2,130+12.2% | Added |
| Elo Mutual Pension Insurance Co | 19,428 | $3.12M | 0.05% | −3,694−16.0% | Reduced |