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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 1,342 | $215.5K | 0.01% | +39+3.0% | Added |
| Sovereign Financial Group, Inc. | 1,339 | $215.0K | 0.04% | −15−1.1% | Reduced |
| Exchange Traded Concepts, LLC | 1,328 | $213.3K | 0.00% | −872−39.6% | Reduced |
| Capula Management Ltd | 1,327 | $213.1K | 0.00% | +265+25.0% | Added |
| Angeles Wealth Management, LLC | 1,324 | $212.6K | 0.01% | +21+1.6% | Added |
| State of Wyoming | 1,320 | $212.0K | 0.02% | +1,320 | New |
| Personal Cfo Solutions, LLC | 1,315 | $211.1K | 0.03% | −2−0.2% | Reduced |
| FourThought Financial Partners, LLC | 1,306 | $209.7K | 0.02% | +1,306 | New |
| Letson Investment Management, Inc. | 1,305 | $209.6K | 0.08% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,303 | $209.2K | 0.01% | +788+153.0% | Added |
| apricus wealth, LLC | 1,291 | $207.3K | 0.11% | 00.0% | Unchanged |
| Independent Advisor Alliance | 1,283 | $206.1K | 0.01% | +1,283 | New |
| StoneX Group Inc. | 1,273 | $204.4K | 0.01% | +1,273 | New |
| CrossGen Wealth, LLC | 1,268 | $203.6K | 0.18% | +1,268 | New |
| RBA Wealth Management, LLC | 1,253 | $201.2K | 0.07% | −202−13.9% | Reduced |
| Janney Capital Management LLC | 1,250 | $201.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,248 | $200.4K | 0.02% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 1,200 | $192.7K | 0.01% | +1,200 | New |
| Allworth Financial LP | 1,133 | $181.9K | 0.00% | +156+16.0% | Added |
| Global Retirement Partners, LLC | 1,124 | $180.5K | 0.00% | +456+68.3% | Added |
| Bruce G. Allen Investments, LLC | 1,073 | $172.3K | 0.12% | −33−3.0% | Reduced |
| Ofi Invest Asset Management | 1,229 | $168.0K | 0.00% | +375+43.9% | Added |
| Assetmark, Inc | 1,031 | $165.6K | 0.00% | +82+8.6% | Added |
| Umb Bank N A | 1,016 | $163.2K | 0.00% | +15+1.5% | Added |
| Penserra Capital Management LLC | 994 | $159.0K | 0.00% | −37−3.6% | Reduced |
| Kentucky Trust Co | 980 | $157.4K | 0.08% | 00.0% | Unchanged |
| Colonial Trust Co | 939 | $150.8K | 0.02% | −35−3.6% | Reduced |
| Park Place Capital Corp | 913 | $146.6K | 0.03% | −31−3.3% | Reduced |
| Federated Hermes, Inc. | 778 | $124.9K | 0.00% | +16+2.1% | Added |
| Massmutual Trust Co FSB | 747 | $120.0K | 0.00% | −24−3.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 732 | $117.6K | 0.00% | −400−35.3% | Reduced |
| Parkside Financial Bank & Trust | 725 | $116.4K | 0.01% | +22+3.1% | Added |
| Addison Advisors LLC | 721 | $115.8K | 0.03% | +4+0.6% | Added |
| DT Investment Partners, LLC | 719 | $115.5K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 712 | $114.3K | 0.00% | −25−3.4% | Reduced |
| Wellington Grp LLC | 696 | $111.8K | 0.04% | +696 | New |
| First Horizon Corp | 667 | $107.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 664 | $106.6K | 0.00% | −4,645−87.5% | Reduced |
| Versant Capital Management, Inc | 641 | $102.9K | 0.01% | +61+10.5% | Added |
| GGM Financials LLC | 620 | $99.5K | 0.05% | +2+0.3% | Added |
| Delta Asset Management LLC | 600 | $96.4K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 566 | $90.9K | 0.01% | −4−0.7% | Reduced |
| Truvestments Capital LLC | 564 | $90.6K | 0.02% | +564 | New |
| Clearstead Advisors, LLC | 561 | $90.1K | 0.00% | +337+150.4% | Added |
| Onefund, LLC | 538 | $86.4K | 0.05% | +26+5.1% | Added |
| Capital Advisors, Ltd. LLC | 531 | $85.0K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 500 | $80.3K | 0.00% | 00.0% | Unchanged |
| South Dakota Investment Council | 500 | $80.0K | 0.00% | +500 | New |
| Zions Bancorporation, National Association | 497 | $79.8K | 0.00% | +102+25.8% | Added |
| Cromwell Holdings LLC | 496 | $79.7K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 483 | $78.0K | 0.04% | +23+5.0% | Added |
| Sunbelt Securities, Inc. | 478 | $76.7K | 0.01% | +2+0.4% | Added |
| HM Payson & Co | 475 | $76.3K | 0.00% | −75−13.6% | Reduced |
| Resources Management Corp | 452 | $73.0K | 0.01% | −20−4.2% | Reduced |
| Torren Management, LLC | 451 | $72.4K | 0.04% | +451 | New |
| Private Trust Co NA | 416 | $66.8K | 0.01% | −2−0.5% | Reduced |
| Sentry Investment Management LLC | 406 | $65.0K | 0.04% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 400 | $64.2K | 0.06% | −7,900−95.2% | Reduced |
| Trust Co | 379 | $60.9K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 377 | $60.6K | 0.01% | +1+0.3% | Added |
| JFS Wealth Advisors, LLC | 373 | $59.9K | 0.00% | +73+24.3% | Added |
| Dorato Capital Management | 342 | $58.9K | 0.04% | +342 | New |
| Laurel Wealth Advisors LLC | 364 | $58.4K | 0.01% | +364 | New |
| Alerus Financial NA | 363 | $58.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 328 | $55.1K | 0.01% | +312+1,950.0% | Added |
| Root Financial Partners, LLC | 328 | $52.7K | 0.00% | +39+13.5% | Added |
| Stephenson National Bank & Trust | 325 | $52.2K | 0.02% | −747−69.7% | Reduced |
| Basecamp Wealth Advisors LLC | 318 | $51.0K | 0.01% | +318 | New |
| Bayforest Capital Ltd | 311 | $49.9K | 0.04% | −564−64.5% | Reduced |
| DV Trading LLC | 310 | $49.8K | 0.00% | +310 | New |
| Operose Advisors LLC | 300 | $48.2K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 287 | $46.1K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 276 | $44.3K | 0.03% | +276 | New |
| Atlantic Trust, LLC | 275 | $44.2K | 0.01% | −10−3.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 270 | $43.4K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 252 | $42.2K | 0.00% | +65+34.8% | Added |
| Clear Street Markets LLC | 262 | $42.1K | 0.01% | −508−66.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 258 | $41.4K | 0.00% | −31−10.7% | Reduced |
| DV Equities, LLC | 247 | $39.7K | 0.01% | +247 | New |
| Princeton Global Asset Management LLC | 245 | $39.3K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 240 | $38.5K | 0.00% | +26+12.1% | Added |
| Hilton Head Capital Partners, LLC | 220 | $35.3K | 0.02% | +220 | New |
| Essential Partners LLC | 218 | $35.0K | 0.01% | +47+27.5% | Added |
| Harbor Investment Advisory, LLC | 210 | $33.7K | 0.00% | +172+452.6% | Added |
| Whittier Trust Co | 199 | $33.6K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 199 | $32.0K | 0.01% | +199 | New |
| Deseret Mutual Benefit Administrators | 192 | $30.8K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 182 | $29.2K | 0.00% | −7−3.7% | Reduced |
| Valley National Advisers Inc | 181 | $29.0K | 0.00% | +7+4.0% | Added |
| TD Private Client Wealth LLC | 179 | $28.7K | 0.00% | −153−46.1% | Reduced |
| Reflection Asset Management | 175 | $28.1K | 0.02% | +175 | New |
| Creative Financial Designs Inc | 165 | $26.5K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 165 | $26.5K | 0.01% | +15+10.0% | Added |
| Johnson Financial Group, Inc. | 163 | $26.2K | 0.00% | −6−3.6% | Reduced |
| Westside Investment Management, Inc. | 154 | $25.2K | 0.00% | +8+5.5% | Added |
| MCF Advisors LLC | 149 | $23.9K | 0.00% | +149 | New |
| Bell Investment Advisors, Inc | 144 | $23.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 132 | $22.3K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 134 | $22.0K | 0.00% | +5+3.9% | Added |
| Birchbrook, Inc. | 131 | $21.0K | 0.01% | 00.0% | Unchanged |