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 |
|---|---|---|---|---|---|
| Center for Financial Planning, Inc. | 19,281 | $3.10M | 0.32% | 00.0% | Unchanged |
| Carl Stuart Investment Advisor, Inc | 19,115 | $3.07M | 2.77% | −9,360−32.9% | Reduced |
| Nordea Investment Management AB | 18,986 | $3.07M | 0.00% | +240+1.3% | Added |
| Heartland Advisors Inc | 19,001 | $3.05M | 0.16% | −1,692−8.2% | Reduced |
| Millstone Evans Group, LLC | 18,995 | $3.05M | 1.79% | −496−2.5% | Reduced |
| Mutual of America Capital Management LLC | 18,932 | $3.04M | 0.03% | −303−1.6% | Reduced |
| Sanctuary Advisors, LLC | 18,931 | $3.04M | 0.02% | −1,637−8.0% | Reduced |
| Sovereign's Capital Management, LLC | 18,872 | $3.03M | 1.84% | −1,230−6.1% | Reduced |
| Tredje AP-fonden | 18,837 | $3.03M | 0.02% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 18,677 | $3.00M | 0.05% | −21,823−53.9% | Reduced |
| Hancock Whitney Corp | 18,386 | $2.95M | 0.05% | −4,050−18.1% | Reduced |
| Ensign Peak Advisors, Inc | 18,302 | $2.94M | 0.01% | −36,946−66.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 18,104 | $2.91M | 0.03% | +10,989+154.4% | Added |
| Public Employees Retirement Association of Colorado | 17,786 | $2.86M | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 17,459 | $2.80M | 0.03% | −1,705−8.9% | Reduced |
| Wellspring Financial Advisors, LLC | 17,368 | $2.79M | 0.22% | 00.0% | Unchanged |
| Mediolanum International Funds Ltd | 16,981 | $2.76M | 0.03% | +2,142+14.4% | Added |
| Maltese Capital Management LLC | 17,000 | $2.73M | 0.48% | +17,000 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 16,943 | $2.72M | 0.00% | −34−0.2% | Reduced |
| Johnson Financial Group, LLC | 16,932 | $2.72M | 0.17% | +16,932 | New |
| Candriam Luxembourg S.C.A. | 16,776 | $2.69M | 0.01% | 00.0% | Unchanged |
| Stance Capital LLC | 16,670 | $2.68M | 0.98% | +718+4.5% | Added |
| Aft, Forsyth & Sober, LLC | 16,500 | $2.65M | 0.80% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 16,444 | $2.64M | 0.04% | −1,393−7.8% | Reduced |
| Landscape Capital Management, L.L.C. | 16,134 | $2.59M | 0.17% | +8,608+114.4% | Added |
| United Asset Strategies, Inc. | 15,927 | $2.56M | 0.20% | +15,927 | New |
| V-Square Quantitative Management LLC | 15,805 | $2.54M | 0.26% | −16−0.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 14,986 | $2.41M | 0.03% | +2,885+23.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 15,010 | $2.39M | 0.01% | +350+2.4% | Added |
| Apollon Wealth Management, LLC | 14,754 | $2.37M | 0.04% | +52+0.4% | Added |
| Evolve Private Wealth, LLC | 14,487 | $2.33M | 0.14% | +14,487 | New |
| D.A. Davidson & Co. | 14,393 | $2.31M | 0.01% | +9,031+168.4% | Added |
| Teachers Retirement System of the State of Kentucky | 14,343 | $2.30M | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 14,290 | $2.29M | 0.01% | −119−0.8% | Reduced |
| White Pine Capital LLC | 14,230 | $2.29M | 0.63% | −22−0.2% | Reduced |
| Davis Investment Partners, LLC | 13,932 | $2.28M | 0.80% | −265−1.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 14,097 | $2.26M | 0.02% | −1,245−8.1% | Reduced |
| Entropy Technologies, LP | 14,013 | $2.25M | 0.12% | +14,013 | New |
| Intellus Advisors LLC | 13,993 | $2.25M | 0.30% | +2,192+18.6% | Added |
| Pacer Advisors, Inc. | 13,972 | $2.24M | 0.01% | −332−2.3% | Reduced |
| High Net Worth Advisory Group LLC | 13,963 | $2.24M | 0.52% | +227+1.7% | Added |
| Allstate Corp | 13,767 | $2.21M | 0.03% | +7,158+108.3% | Added |
| Stablepoint Partners, LLC | 13,645 | $2.19M | 0.34% | +186+1.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 13,588 | $2.18M | 0.01% | −659−4.6% | Reduced |
| CIBC Private Wealth Group, LLC | 13,574 | $2.18M | 0.00% | −188−1.4% | Reduced |
| Empire Life Investments Inc. | 13,352 | $2.14M | 0.12% | +35+0.3% | Added |
| Mount Yale Investment Advisors, LLC | 13,339 | $2.14M | 0.10% | +2,905+27.8% | Added |
| Cullen Capital Management LLC | 13,284 | $2.13M | 0.02% | −108−0.8% | Reduced |
| M&T Bank Corp | 13,192 | $2.12M | 0.01% | +2,005+17.9% | Added |
| Heritage Wealth Advisors | 13,186 | $2.12M | 0.08% | −230−1.7% | Reduced |
| Farringdon Capital, Ltd. | 13,050 | $2.10M | 0.51% | +8,967+219.6% | Added |
| William B. Walkup & Associates, Inc. | 13,046 | $2.10M | 1.15% | −289−2.2% | Reduced |
| Integrated Advisors Network LLC | 12,818 | $2.06M | 0.09% | −12,553−49.5% | Reduced |
| Investment Management Corp of Ontario | 12,801 | $2.06M | 0.03% | +3,863+43.2% | Added |
| Mizuho Securities USA LLC | 12,838 | $2.01M | 0.03% | −86−0.7% | Reduced |
| Jupiter Asset Management Ltd | 12,458 | $2.00M | 0.02% | +10,955+728.9% | Added |
| Kovitz Investment Group Partners, LLC | 12,368 | $1.99M | 0.04% | −1,260−9.2% | Reduced |
| Generali Asset Management SPA SGR | 12,338 | $1.98M | 0.04% | +12,338 | New |
| Dean Capital Management | 12,322 | $1.98M | 0.84% | +380+3.2% | Added |
| Klingman & Associates, LLC | 12,225 | $1.96M | 0.09% | +10.0% | Added |
| Virtus Investment Advisers, Inc. | 11,944 | $1.92M | 0.52% | +1,004+9.2% | Added |
| Banque Cantonale Vaudoise | 11,896 | $1.91M | 0.07% | −9−0.1% | Reduced |
| Oarsman Capital, Inc. | 11,715 | $1.88M | 0.24% | +488+4.3% | Added |
| Fairtree Asset Management (Pty) Ltd | 11,665 | $1.87M | 0.86% | +5,087+77.3% | Added |
| Bank of New Hampshire | 11,576 | $1.86M | 0.42% | −20.0% | Reduced |
| Kentucky Retirement Systems | 11,479 | $1.84M | 0.05% | 00.0% | Unchanged |
| Banco Santander, S.A. | 11,342 | $1.82M | 0.01% | +11,342 | New |
| Allen Investment Management LLC | 11,150 | $1.79M | 0.02% | 00.0% | Unchanged |
| Norinchukin Bank, The | 10,936 | $1.76M | 0.02% | +606+5.9% | Added |
| Keybank National Association | 10,853 | $1.74M | 0.01% | −10−0.1% | Reduced |
| Wedmont Private Capital | 10,428 | $1.72M | 0.06% | +30.0% | Added |
| Nilsine Partners, LLC | 10,667 | $1.71M | 0.15% | +724+7.3% | Added |
| Alpine Woods Capital Investors, LLC | 10,398 | $1.67M | 0.40% | −2,502−19.4% | Reduced |
| King Luther Capital Management Corp | 10,334 | $1.66M | 0.01% | +10+0.1% | Added |
| Hartford Investment Management Co | 10,290 | $1.65M | 0.05% | −210−2.0% | Reduced |
| Bayview Asset Management, LLC | 10,148 | $1.63M | 1.47% | −1,827−15.3% | Reduced |
| Gulf International Bank (UK) Ltd | 9,854 | $1.58M | 0.05% | +85+0.9% | Added |
| CAPROCK Group, Inc. | 9,781 | $1.57M | 0.03% | +1,114+12.9% | Added |
| Sanibel Captiva Trust Company, Inc. | 9,644 | $1.55M | 0.04% | +29+0.3% | Added |
| TCG Advisory Services, LLC | 9,576 | $1.54M | 0.04% | +402+4.4% | Added |
| Meridian Wealth Advisors, LLC | 9,569 | $1.54M | 0.21% | −647−6.3% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 9,500 | $1.53M | 0.07% | +9,500 | New |
| RMB Capital Management, LLC | 9,494 | $1.52M | 0.03% | −102−1.1% | Reduced |
| Atlas Wealth LLC | 9,475 | $1.52M | 0.46% | −234−2.4% | Reduced |
| Advocacy Wealth Management Services, LLC | 9,274 | $1.49M | 0.06% | −743−7.4% | Reduced |
| Commerce Bank | 9,273 | $1.49M | 0.01% | +5+0.1% | Added |
| Sequoia Financial Advisors, LLC | 9,237 | $1.48M | 0.01% | +2,589+38.9% | Added |
| Quest Partners LLC | 9,132 | $1.47M | 0.08% | +7,455+444.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 9,090 | $1.46M | 0.04% | 00.0% | Unchanged |
| Abc Arbitrage SA | 9,052 | $1.45M | 0.14% | +9,052 | New |
| Intech Investment Management LLC | 9,028 | $1.45M | 0.01% | −5,796−39.1% | Reduced |
| Louisiana State Employees Retirement System | 9,000 | $1.45M | 0.02% | −300−3.2% | Reduced |
| Gladstone Institutional Advisory LLC | 8,910 | $1.43M | 0.05% | +76+0.9% | Added |
| J. Safra Sarasin Holding AG | 8,893 | $1.43M | 0.02% | +8,893 | New |
| Ci Investments Inc. | 8,890 | $1.43M | 0.01% | +7,856+759.8% | Added |
| Maryland State Retirement & Pension System | 8,886 | $1.43M | 0.03% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 8,686 | $1.39M | 0.01% | +8,686 | New |
| Bill Few Associates, Inc. | 8,595 | $1.38M | 0.34% | −500−5.5% | Reduced |
| Signaturefd, LLC | 8,535 | $1.37M | 0.02% | +157+1.9% | Added |
| Atlantic Union Bankshares Corp | 8,474 | $1.36M | 0.03% | −139−1.6% | Reduced |