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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 4,380 | $703.4K | 0.02% | −81−1.8% | Reduced |
| Tema ETFs LLC | 4,362 | $700.5K | 0.05% | −12−0.3% | Reduced |
| Johnson Investment Counsel Inc | 4,352 | $698.9K | 0.01% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 4,306 | $691.6K | 0.14% | +499+13.1% | Added |
| STRS Ohio | 4,272 | $686.0K | 0.00% | −100−2.3% | Reduced |
| Toroso Investments, LLC | 4,261 | $682.0K | 0.00% | −258−5.7% | Reduced |
| Lido Advisors, LLC | 3,981 | $678.8K | 0.00% | +96+2.5% | Added |
| Versor Investments LP | 4,216 | $677.0K | 0.11% | +4,216 | New |
| Harrell Investment Partners, LLC | 4,192 | $673.1K | 0.16% | +10+0.2% | Added |
| Norden Group LLC | 4,182 | $671.6K | 0.07% | −101−2.4% | Reduced |
| Great Valley Advisor Group, Inc. | 4,075 | $654.4K | 0.01% | +20.0% | Added |
| Wetzel Investment Advisors, Inc. | 4,029 | $647.0K | 0.26% | −1,000−19.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 3,917 | $629.0K | 0.04% | −32−0.8% | Reduced |
| Callan Family Office, LLC | 3,900 | $626.4K | 0.01% | +1,146+41.6% | Added |
| Merit Financial Group, LLC | 3,830 | $615.1K | 0.00% | −168−4.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,821 | $613.6K | 0.03% | +3,821 | New |
| Global Financial Private Client, LLC | 3,796 | $609.6K | 0.21% | −525−12.1% | Reduced |
| Prudential PLC | 3,777 | $606.5K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,744 | $601.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,731 | $599.1K | 0.00% | +319+9.3% | Added |
| AlphaGrep UK Ltd | 3,705 | $595.0K | 0.20% | +3,705 | New |
| Keating Financial Advisory Services, Inc. | 3,696 | $593.5K | 0.08% | +3,696 | New |
| Guggenheim Capital LLC | 3,667 | $588.9K | 0.00% | +355+10.7% | Added |
| Savant Capital, LLC | 3,658 | $587.5K | 0.00% | +325+9.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 3,643 | $585.0K | 0.01% | +3,643 | New |
| Westerkirk Capital Inc. | 3,600 | $578.1K | 0.06% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 3,589 | $576.3K | 0.01% | +2,092+139.7% | Added |
| Lebenthal Global Advisors, LLC | 3,563 | $572.1K | 0.09% | +994+38.7% | Added |
| NVWM, LLC | 3,549 | $569.9K | 0.12% | −81−2.2% | Reduced |
| Huntington National Bank | 3,510 | $563.7K | 0.00% | +534+17.9% | Added |
| DRW Securities, LLC | 3,495 | $561.3K | 0.04% | +1,210+53.0% | Added |
| RSM US Wealth Management LLC | 3,434 | $558.3K | 0.01% | −98−2.8% | Reduced |
| Tectonic Advisors LLC | 3,456 | $555.0K | 0.03% | +192+5.9% | Added |
| Texas Yale Capital Corp. | 3,445 | $553.2K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 3,428 | $550.5K | 0.04% | +39+1.2% | Added |
| J.W. Cole Advisors, Inc. | 3,572 | $548.8K | 0.01% | −1,686−32.1% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 3,383 | $543.2K | 0.12% | +142+4.4% | Added |
| Capstone Investment Advisors, LLC | 3,371 | $541.3K | 0.00% | +3,371 | New |
| Visionary Wealth Advisors | 3,307 | $531.0K | 0.02% | +10.0% | Added |
| Beverly Hills Private Wealth, LLC | 3,281 | $526.9K | 0.09% | −83−2.5% | Reduced |
| Engineers Gate Manager LP | 3,267 | $524.6K | 0.01% | +1,301+66.2% | Added |
| Waterloo Capital, L.P. | 3,245 | $521.1K | 0.04% | −198−5.8% | Reduced |
| Sowell Financial Services LLC | 3,243 | $520.8K | 0.02% | −4−0.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,227 | $518.2K | 0.02% | −57−1.7% | Reduced |
| Bessemer Group Inc | 3,212 | $517.0K | 0.00% | −421−11.6% | Reduced |
| Vise Technologies, Inc. | 3,169 | $508.8K | 0.01% | −206−6.1% | Reduced |
| Rehmann Capital Advisory Group | 3,125 | $503.4K | 0.03% | −309−9.0% | Reduced |
| ASR Vermogensbeheer N.V. | 3,103 | $498.3K | 0.01% | −35−1.1% | Reduced |
| Loomis Sayles & Co L P | 3,090 | $496.2K | 0.00% | +2,511+433.7% | Added |
| Novak & Powell Financial Services, Inc. | 3,073 | $493.5K | 0.26% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,067 | $492.5K | 0.02% | −7−0.2% | Reduced |
| Coquina Private Wealth LLC | 3,064 | $492.0K | 0.39% | +3,064 | New |
| Quad-Cities Investment Group, LLC | 3,062 | $491.8K | 0.20% | +8+0.3% | Added |
| Smartleaf Asset Management LLC | 2,988 | $485.7K | 0.02% | −56−1.8% | Reduced |
| Argus Investors' Counsel, Inc. | 3,011 | $483.5K | 0.39% | +207+7.4% | Added |
| NewEdge Wealth, LLC | 2,982 | $478.9K | 0.01% | +1,256+72.8% | Added |
| Level Four Advisory Services, LLC | 2,978 | $478.3K | 0.02% | −302−9.2% | Reduced |
| Cynosure Management, LLC | 2,973 | $477.4K | 0.05% | +2,973 | New |
| Greenleaf Trust | 2,973 | $477.4K | 0.00% | −2−0.1% | Reduced |
| Oppenheimer & Co Inc | 2,973 | $477.4K | 0.01% | +22+0.7% | Added |
| Great Lakes Retirement, Inc. | 2,962 | $475.7K | 0.05% | +157+5.6% | Added |
| Horizon Investments, LLC | 2,951 | $472.3K | 0.01% | −763−20.5% | Reduced |
| Shulman DeMeo Asset Management LLC | 2,925 | $469.7K | 0.11% | +2+0.1% | Added |
| Blair William & Co | 2,888 | $463.8K | 0.00% | +650+29.0% | Added |
| Collective Family Office LLC | 2,888 | $463.8K | 0.11% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 2,782 | $446.8K | 0.11% | +68+2.5% | Added |
| Ballentine Partners, LLC | 2,755 | $442.4K | 0.01% | +10.0% | Added |
| FORM Wealth Advisors, LLC | 2,754 | $442.2K | 0.05% | +2,754 | New |
| MTM Investment Management, LLC | 2,752 | $441.9K | 0.14% | 00.0% | Unchanged |
| Anchyra Partners LLC | 2,738 | $439.7K | 0.13% | +2,738 | New |
| TCW Group Inc | 2,691 | $432.1K | 0.00% | +2,691 | New |
| Agate Pass Investment Management, LLC | 2,682 | $430.7K | 0.16% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 2,668 | $428.5K | 0.08% | −154−5.5% | Reduced |
| Pursuit Wealth Strategies, LLC | 2,620 | $420.7K | 0.59% | +2,620 | New |
| Brown Brothers Harriman & Co | 2,610 | $419.1K | 0.00% | +1,279+96.1% | Added |
| Blue Chip Partners, Inc. | 2,597 | $417.1K | 0.03% | +8+0.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,593 | $416.4K | 0.01% | +2,593 | New |
| Catalyst Capital Advisors LLC | 2,560 | $411.1K | 0.01% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 2,557 | $410.6K | 0.06% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 2,413 | $410.3K | 0.33% | +15+0.6% | Added |
| Prospera Financial Services Inc | 2,552 | $409.9K | 0.01% | +292+12.9% | Added |
| Kestra Private Wealth Services, LLC | 2,551 | $409.7K | 0.01% | −219−7.9% | Reduced |
| Cornerstone Wealth Group, LLC | 2,548 | $409.1K | 0.03% | +45+1.8% | Added |
| GTS Securities LLC | 2,540 | $407.9K | 0.01% | +2,540 | New |
| Deane Retirement Strategies, Inc. | 2,509 | $402.9K | 0.17% | 00.0% | Unchanged |
| Westpac Banking Corp | 2,480 | $398.3K | 0.03% | +177+7.7% | Added |
| Evergreen Capital Management LLC | 2,468 | $396.3K | 0.01% | +804+48.3% | Added |
| Tannin Capital LLC | 2,443 | $392.3K | 0.35% | +2,443 | New |
| Erste Asset Management GmbH | 2,389 | $392.0K | 0.00% | +2,389 | New |
| Axxcess Wealth Management, LLC | 2,434 | $390.8K | 0.01% | +2,434 | New |
| Darwin Advisors, LLC | 2,433 | $390.8K | 0.12% | +5+0.2% | Added |
| Essex Financial Services, Inc. | 2,428 | $389.9K | 0.02% | −138−5.4% | Reduced |
| Evercore Wealth Management, LLC | 2,428 | $389.9K | 0.01% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 2,427 | $389.8K | 0.28% | +8+0.3% | Added |
| Drive Wealth Management, LLC | 2,416 | $388.1K | 0.08% | +13+0.5% | Added |
| Salem Investment Counselors Inc | 2,413 | $387.5K | 0.01% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 2,400 | $385.4K | 0.09% | −800−25.0% | Reduced |
| Samalin Investment Counsel, LLC | 2,399 | $385.2K | 0.14% | −124−4.9% | Reduced |
| Meeder Advisory Services, Inc. | 2,397 | $385.0K | 0.02% | +328+15.9% | Added |
| Vontobel Holding Ltd. | 2,397 | $384.9K | 0.00% | −167−6.5% | Reduced |