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 |
|---|---|---|---|---|---|
| Metis Global Partners, LLC | 8,243 | $1.32M | 0.03% | −1,460−15.0% | Reduced |
| Formidable Asset Management, LLC | 7,616 | $1.31M | 0.19% | −160−2.1% | Reduced |
| Consolidated Planning Corp | 8,183 | $1.31M | 0.13% | +92+1.1% | Added |
| AG2R la Mondiale Gestion D'Actifs | 8,165 | $1.31M | 0.06% | +164+2.0% | Added |
| ING Groep NV | 8,138 | $1.31M | 0.01% | −172−2.1% | Reduced |
| GHP Investment Advisors, Inc. | 8,097 | $1.30M | 0.05% | +689+9.3% | Added |
| New Mexico Educational Retirement Board | 8,075 | $1.30M | 0.04% | −100−1.2% | Reduced |
| Tower Bridge Advisors | 8,059 | $1.29M | 0.13% | −1,500−15.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 8,054 | $1.29M | 0.07% | +3,357+71.5% | Added |
| Trust Co of Toledo NA | 7,998 | $1.28M | 0.13% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 7,700 | $1.24M | 0.03% | +7,700 | New |
| Capital Investment Advisors, LLC | 7,636 | $1.23M | 0.02% | +20.0% | Added |
| Summit Trail Advisors, LLC | 7,547 | $1.21M | 0.02% | +1,316+21.1% | Added |
| Voleon Capital Management LP | 7,536 | $1.21M | 0.03% | +4,690+164.8% | Added |
| RFG - Bristol Wealth Advisors, LLC | 7,528 | $1.21M | 0.34% | −1,334−15.1% | Reduced |
| Fulton Bank, N.A. | 7,416 | $1.19M | 0.04% | +291+4.1% | Added |
| WBI Investments | 7,350 | $1.18M | 0.31% | +7,350 | New |
| Oxford Financial Group Ltd | 7,327 | $1.18M | 0.06% | −378−4.9% | Reduced |
| Adelphi Trust Co | 7,321 | $1.18M | 0.96% | +7,321 | New |
| Wealthspire Advisors, LLC | 7,233 | $1.16M | 0.01% | +974+15.6% | Added |
| MUFG Securities EMEA plc | 7,228 | $1.16M | 0.01% | +3,831+112.8% | Added |
| Verition Fund Management LLC | 7,220 | $1.16M | 0.01% | −15,065−67.6% | Reduced |
| E. Ohman J:or Asset Management AB | 7,217 | $1.16M | 0.03% | −840−10.4% | Reduced |
| Abn Amro Investment Solutions | 7,182 | $1.15M | 0.02% | +5,979+497.0% | Added |
| JSF Financial, LLC | 7,162 | $1.15M | 0.24% | −17−0.2% | Reduced |
| West Michigan Advisors, LLC | 7,140 | $1.15M | 0.26% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 7,133 | $1.15M | 0.53% | −115−1.6% | Reduced |
| Muirfield Wealth Advisors LLC | 7,090 | $1.14M | 0.84% | +323+4.8% | Added |
| Rockefeller Capital Management L.P. | 7,015 | $1.13M | 0.00% | +1,107+18.7% | Added |
| Cookson Peirce & Co Inc | 6,963 | $1.12M | 0.05% | +789+12.8% | Added |
| Tokio Marine Asset Management Co Ltd | 6,963 | $1.12M | 0.04% | +333+5.0% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 6,832 | $1.10M | 0.65% | +6,832 | New |
| Redwood Investment Management, LLC | 6,795 | $1.09M | 0.12% | −110−1.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,456 | $1.08M | 0.02% | +129+2.0% | Added |
| GAMMA Investing LLC | 6,707 | $1.08M | 0.05% | +348+5.5% | Added |
| Vestcor Inc | 6,636 | $1.07M | 0.03% | 00.0% | Unchanged |
| Stephens Inc | 6,499 | $1.04M | 0.01% | +563+9.5% | Added |
| Yorktown Management & Research Co Inc | 6,450 | $1.04M | 0.83% | 00.0% | Unchanged |
| Twin Capital Management Inc | 6,346 | $1.02M | 0.13% | −299−4.5% | Reduced |
| Intrust Bank NA | 6,338 | $1.02M | 0.08% | +298+4.9% | Added |
| Uniting Wealth Partners, LLC | 6,306 | $1.01M | 0.31% | −300−4.5% | Reduced |
| Teacher Retirement System of Texas | 6,280 | $1.01M | 0.00% | −63,710−91.0% | Reduced |
| North Dakota State Investment Board | 6,274 | $1.01M | 0.04% | +6,274 | New |
| Staley Capital Advisers Inc | 6,250 | $1.00M | 0.04% | 00.0% | Unchanged |
| Empirical Finance, LLC | 6,229 | $1.00M | 0.05% | −261−4.0% | Reduced |
| Peak Planning Group, LLC | 6,178 | $992.1K | 0.28% | −296−4.6% | Reduced |
| Tower Research Capital LLC (TRC) | 6,095 | $978.8K | 0.02% | +4,487+279.0% | Added |
| Guinness Asset Management LTD | 5,942 | $975.0K | 0.02% | +1,303+28.1% | Added |
| Gateway Investment Advisers LLC | 6,047 | $971.1K | 0.01% | +699+13.1% | Added |
| Machina Capital S.A.S. | 5,995 | $962.7K | 0.18% | +5,995 | New |
| Arrowstreet Capital, Limited Partnership | 5,774 | $927.2K | 0.00% | +5,774 | New |
| Systematic Alpha Investments, LLC | 5,700 | $915.4K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 5,648 | $907.1K | 0.03% | +86+1.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,634 | $904.8K | 0.01% | −21−0.4% | Reduced |
| Bradley Foster & Sargent Inc | 5,613 | $901.4K | 0.01% | −70−1.2% | Reduced |
| HBK Sorce Advisory LLC | 5,231 | $900.5K | 0.02% | +15+0.3% | Added |
| Walleye Trading LLC | 5,572 | $894.8K | 0.01% | −5,579−50.0% | Reduced |
| Crestwood Advisors Group LLC | 5,562 | $893.2K | 0.01% | −2,146−27.8% | Reduced |
| Bridgewater Advisors Inc. | 5,261 | $892.0K | 0.06% | +68+1.3% | Added |
| QRG Capital Management, Inc. | 5,512 | $885.2K | 0.01% | +429+8.4% | Added |
| Intact Investment Management Inc. | 5,500 | $883.2K | 0.03% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,424 | $871.0K | 0.01% | +227+4.4% | Added |
| Fideuram Asset Management (Ireland) dac | 5,329 | $870.5K | 0.07% | +5,329 | New |
| Signature Wealth Management Group | 5,415 | $869.6K | 0.35% | +50+0.9% | Added |
| Caitlin John, LLC | 5,252 | $843.4K | 0.55% | +5,252 | New |
| Van Eck Associates Corp | 5,245 | $842.0K | 0.00% | −419−7.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,198 | $834.7K | 0.00% | +5,198 | New |
| Ronald Blue Trust, Inc. | 5,137 | $825.0K | 0.01% | −202−3.8% | Reduced |
| Covenant Partners, LLC | 5,093 | $817.9K | 0.24% | 00.0% | Unchanged |
| Net Worth Advisory Group | 5,049 | $810.9K | 0.16% | +828+19.6% | Added |
| Wealthcare Advisory Partners LLC | 5,015 | $805.4K | 0.02% | +368+7.9% | Added |
| Empirical Asset Management, LLC | 4,997 | $802.5K | 0.23% | +1,249+33.3% | Added |
| Panagora Asset Management Inc | 4,993 | $801.8K | 0.00% | −96,420−95.1% | Reduced |
| Aaron Wealth Advisors | 4,920 | $790.1K | 0.04% | +1,317+36.6% | Added |
| Blueshift Asset Management, LLC | 4,868 | $781.8K | 0.23% | +4,868 | New |
| EFG International AG | 4,866 | $781.4K | 0.02% | +4,866 | New |
| Tranquility Partners, LLC | 4,847 | $778.4K | 0.28% | −180−3.6% | Reduced |
| HB Wealth Management, LLC | 4,836 | $776.7K | 0.01% | +984+25.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,811 | $772.6K | 0.05% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 4,804 | $771.5K | 0.02% | +4,804 | New |
| Moody National Bank Trust Division | 4,789 | $769.1K | 0.07% | −2,652−35.6% | Reduced |
| Securian Asset Management, Inc | 4,780 | $767.6K | 0.03% | −3,738−43.9% | Reduced |
| MUFG Securities Americas Inc. | 4,750 | $762.8K | 0.05% | −36−0.8% | Reduced |
| Syon Capital LLC | 4,739 | $761.0K | 0.04% | +1,360+40.2% | Added |
| Nomura Holdings Inc | 4,710 | $756.4K | 0.00% | +121+2.6% | Added |
| Squarepoint Ops LLC | 4,699 | $754.6K | 0.00% | −7,695−62.1% | Reduced |
| Avanza Fonder AB | 4,690 | $753.2K | 0.02% | +4,690 | New |
| one8zero8, LLC | 4,637 | $744.7K | 0.16% | 00.0% | Unchanged |
| Inceptionr LLC | 4,634 | $744.2K | 0.21% | +2,146+86.3% | Added |
| Jones Financial Companies LLLP | 4,611 | $740.4K | 0.00% | +249+5.7% | Added |
| Plato Investment Management Ltd | 4,559 | $735.7K | 0.05% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 4,514 | $724.9K | 0.39% | +2,098+86.8% | Added |
| Coldstream Capital Management Inc | 4,510 | $724.2K | 0.01% | +231+5.4% | Added |
| Forum Financial Management, LP | 4,503 | $723.1K | 0.01% | 00.0% | Unchanged |
| Osmosis Investment Management UK Ltd | 4,498 | $722.4K | 0.02% | +4,498 | New |
| Canada Post Corp Registered Pension Plan | 4,483 | $719.9K | 0.03% | +940+26.5% | Added |
| Acadian Asset Management LLC | 4,459 | $716.0K | 0.00% | +4,459 | New |
| Skylands Capital, LLC | 4,437 | $710.1K | 0.10% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 4,410 | $708.2K | 0.12% | −58−1.3% | Reduced |
| MGB Wealth Management, LLC | 4,401 | $706.7K | 0.20% | −951−17.8% | Reduced |