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 |
|---|---|---|---|---|---|
| First Eagle Investment Management, LLC | 2,367 | $380.1K | 0.00% | +24+1.0% | Added |
| Checchi Capital Advisers, LLC | 2,336 | $375.1K | 0.03% | +21+0.9% | Added |
| Cadent Capital Advisors, LLC | 2,325 | $373.4K | 0.10% | −5,114−68.7% | Reduced |
| Stonebrook Private Inc. | 2,293 | $368.3K | 0.08% | −70−3.0% | Reduced |
| Clarus Group, Inc. | 2,271 | $364.6K | 0.13% | 00.0% | Unchanged |
| Searle & Co. | 2,260 | $362.9K | 0.09% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 2,199 | $353.1K | 0.02% | +777+54.6% | Added |
| Arbor Investment Advisors, LLC | 2,181 | $350.2K | 0.05% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 2,171 | $348.6K | 0.05% | −139−6.0% | Reduced |
| Cresset Asset Management, LLC | 2,168 | $348.1K | 0.00% | −224−9.4% | Reduced |
| Confluence Wealth Services, Inc. | 2,163 | $347.3K | 0.01% | +94+4.5% | Added |
| First United Bank Trust | 2,130 | $342.1K | 0.11% | +305+16.7% | Added |
| TMB Capital Partners, LLC | 2,127 | $341.6K | 0.12% | +2,127 | New |
| Horizon Advisory Services, Inc. | 2,091 | $335.8K | 0.17% | −153−6.8% | Reduced |
| Everence Capital Management Inc | 2,080 | $334.0K | 0.02% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 2,070 | $332.4K | 0.04% | −8−0.4% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 2,058 | $330.5K | 0.02% | +2,058 | New |
| Mather Group, LLC. | 2,056 | $330.2K | 0.00% | +116+6.0% | Added |
| Journey Retirement Planning & Investment Management LLC | 2,052 | $329.7K | 0.07% | +2,052 | New |
| CX Institutional | 2,050 | $329.0K | 0.01% | +114+5.9% | Added |
| EP Wealth Advisors, LLC | 2,045 | $328.3K | 0.00% | +2,045 | New |
| Trust Asset Management LLC | 2,040 | $327.6K | 0.02% | −79−3.7% | Reduced |
| Flagship Harbor Advisors, LLC | 2,018 | $324.1K | 0.02% | −230−10.2% | Reduced |
| Allred Capital Management, LLC | 2,018 | $324.0K | 0.12% | +13+0.6% | Added |
| Sagespring Wealth Partners, LLC | 2,015 | $323.6K | 0.01% | −508−20.1% | Reduced |
| Principle Wealth Partners LLC | 2,005 | $322.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 1,997 | $321.0K | 0.00% | −850−29.9% | Reduced |
| Sun Financial Inc | 1,994 | $320.2K | 0.18% | +1,994 | New |
| Leonteq Securities AG | 1,993 | $320.1K | 0.02% | +1,993 | New |
| Groupama Asset Managment | 1,984 | $318.6K | 0.00% | −87−4.2% | Reduced |
| Valeo Financial Advisors, LLC | 1,972 | $316.7K | 0.01% | +48+2.5% | Added |
| Pinnacle Financial Partners, Inc. | 1,959 | $314.7K | 0.00% | +1,959 | New |
| Koshinski Asset Management, Inc. | 1,942 | $311.9K | 0.02% | +1,942 | New |
| Old Peak Finance LLC | 1,938 | $311.2K | 0.19% | +1,938 | New |
| Brevan Howard Capital Management LP | 1,884 | $302.6K | 0.01% | −11,192−85.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 1,864 | $299.3K | 0.01% | −198−9.6% | Reduced |
| Dynamic Advisor Solutions LLC | 1,863 | $299.2K | 0.01% | −22−1.2% | Reduced |
| Cigna Investments Inc | 1,850 | $297.0K | 0.04% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 1,846 | $296.4K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,834 | $294.5K | 0.01% | −629−25.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,828 | $293.6K | 0.06% | +15+0.8% | Added |
| Inscription Capital, LLC | 1,822 | $292.6K | 0.03% | +89+5.1% | Added |
| Camden Capital, LLC | 1,809 | $290.6K | 0.02% | +188+11.6% | Added |
| Novare Capital Management LLC | 1,809 | $290.5K | 0.02% | −75−4.0% | Reduced |
| First Bank & Trust | 1,809 | $290.5K | 0.05% | +2+0.1% | Added |
| Ostrum Asset Management | 1,799 | $288.9K | 0.01% | −597−24.9% | Reduced |
| David Loasby | 1,687 | $288.3K | 0.02% | +32+1.9% | Added |
| Central Trust Co | 1,792 | $287.8K | 0.01% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 1,758 | $282.3K | 0.00% | +38+2.2% | Added |
| Parallel Advisors, LLC | 1,756 | $282.1K | 0.01% | +34+2.0% | Added |
| Accredited Investors Inc. | 1,756 | $282.0K | 0.01% | +1,756 | New |
| Berkshire Asset Management LLC | 1,733 | $278.3K | 0.01% | +4+0.2% | Added |
| Farther Finance Advisors, LLC | 1,728 | $277.4K | 0.00% | +438+34.0% | Added |
| Prelude Capital Management, LLC | 1,720 | $276.2K | 0.02% | +1,720 | New |
| MQS Management LLC | 1,719 | $276.1K | 0.16% | +1,719 | New |
| Central Bank & Trust Co | 1,690 | $271.4K | 0.04% | 00.0% | Unchanged |
| Brown Advisory Inc | 1,685 | $270.6K | 0.00% | −102−5.7% | Reduced |
| PharVision Advisers, LLC | 1,664 | $267.2K | 0.14% | +1,664 | New |
| Edmp, Inc. | 1,662 | $266.9K | 0.22% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 1,652 | $265.3K | 0.00% | −166−9.1% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,638 | $263.0K | 0.02% | 00.0% | Unchanged |
| Aspire Growth Partners LLC | 1,623 | $260.7K | 0.18% | +5+0.3% | Added |
| Ameritas Investment Partners, Inc. | 1,617 | $259.7K | 0.01% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 1,534 | $259.3K | 0.01% | +1,534 | New |
| Smith Partners Wealth Management, LLC | 1,600 | $256.9K | 0.24% | +1,600 | New |
| Krilogy Financial LLC | 1,511 | $256.4K | 0.01% | +1,511 | New |
| Carson Advisory Inc. | 1,586 | $254.7K | 0.13% | 00.0% | Unchanged |
| Financial Planning Hawaii, Inc. | 1,585 | $254.5K | 0.15% | +1,585 | New |
| Lazard Asset Management LLC | 1,582 | $254.1K | 0.00% | +1,582 | New |
| Atomi Financial Group, Inc. | 1,578 | $253.4K | 0.01% | −61−3.7% | Reduced |
| Thomasville National Bank | 1,575 | $252.9K | 0.02% | −240−13.2% | Reduced |
| Journey Strategic Wealth LLC | 1,572 | $252.4K | 0.01% | +188+13.6% | Added |
| Stratos Wealth Advisors, LLC | 1,568 | $251.9K | 0.01% | −45−2.8% | Reduced |
| Eldridge Investment Advisors, Inc. | 1,563 | $251.0K | 0.06% | 00.0% | Unchanged |
| Suncoast Equity Management | 1,526 | $245.1K | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 1,519 | $244.0K | 0.01% | −404−21.0% | Reduced |
| Advisory Alpha, LLC | 1,517 | $243.6K | 0.01% | +131+9.5% | Added |
| Buckingham Strategic Partners | 1,507 | $242.1K | 0.00% | +1,507 | New |
| Dorsey & Whitney Trust CO LLC | 1,508 | $242.1K | 0.01% | −12−0.8% | Reduced |
| Principal Securities, Inc. | 1,506 | $241.8K | 0.00% | −174−10.4% | Reduced |
| Kera Capital Partners, Inc. | 1,453 | $241.0K | 0.03% | +1,453 | New |
| Circle Wealth Management, LLC | 1,493 | $239.8K | 0.00% | +15+1.0% | Added |
| Maridea Wealth Management LLC | 1,490 | $239.3K | 0.04% | +1,490 | New |
| Advisory Services Network, LLC | 1,478 | $237.4K | 0.00% | +124+9.2% | Added |
| Kooman & Associates | 1,448 | $232.5K | 0.07% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,440 | $231.3K | 0.01% | −98−6.4% | Reduced |
| Independent Financial Group, LLC | 1,425 | $228.8K | 0.01% | −9−0.6% | Reduced |
| Moseley Investment Management Inc | 1,425 | $228.8K | 0.07% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 1,423 | $228.5K | 0.00% | +141+11.0% | Added |
| HighPoint Advisor Group LLC | 1,414 | $227.1K | 0.00% | −70−4.7% | Reduced |
| Snowden Capital Advisors LLC | 1,410 | $226.4K | 0.01% | −9−0.6% | Reduced |
| Perigon Wealth Management, LLC | 1,404 | $225.5K | 0.00% | −77−5.2% | Reduced |
| Tiaa Trust, National Association | 1,403 | $225.3K | 0.00% | +1,403 | New |
| Cohen & Steers, Inc. | 1,400 | $225.0K | 0.00% | 00.0% | Unchanged |
| Market Street Wealth Management Advisors LLC | 1,399 | $224.7K | 0.03% | +10+0.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,371 | $220.2K | 0.02% | −6−0.4% | Reduced |
| Sax Wealth Advisors, LLC | 1,369 | $219.8K | 0.01% | +13+1.0% | Added |
| Oak Harbor Wealth Partners, LLC | 1,366 | $219.4K | 0.05% | −34−2.4% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,356 | $217.8K | 0.10% | −10,793−88.8% | Reduced |
| Winebrenner Capital Management LLC | 1,354 | $217.4K | 0.14% | −165−10.9% | Reduced |