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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, Q1 2026

Institutional positions in Raymond James Financial Inc as of Mar 31, 2026. 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
925
+5 vs. Q4 2025
Shares held
151.8M
+22.8M (+17.7%) vs. Q4 2025
Total value
$22.0B
+$1.24B (+6.0%) vs. Q4 2025
New holders
102
301 more added
Sold out
97
370 more reduced

16 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 925 institutions
Q1 2021: 552 institutionsQ2 2021: 565 institutionsQ3 2021: 583 institutionsQ4 2021: 638 institutionsQ1 2022: 664 institutionsQ2 2022: 657 institutionsQ3 2022: 666 institutionsQ4 2022: 701 institutionsQ1 2023: 664 institutionsQ2 2023: 644 institutionsQ3 2023: 658 institutionsQ4 2023: 720 institutionsQ1 2024: 729 institutionsQ2 2024: 751 institutionsQ3 2024: 768 institutionsQ4 2024: 840 institutionsQ1 2025: 858 institutionsQ2 2025: 857 institutionsQ3 2025: 894 institutionsQ4 2025: 936 institutionsQ1 2026: 925 institutionsQ2 2026: 904 institutions
Value heldQ1 2026: $22.0B
Q1 2021: $12.3BQ2 2021: $13.2BQ3 2021: $14.0BQ4 2021: $15.5BQ1 2022: $17.3BQ2 2022: $14.3BQ3 2022: $16.1BQ4 2022: $17.5BQ1 2023: $14.8BQ2 2023: $16.5BQ3 2023: $15.7BQ4 2023: $17.4BQ1 2024: $19.9BQ2 2024: $18.9BQ3 2024: $19.1BQ4 2024: $23.9BQ1 2025: $21.8BQ2 2025: $23.8BQ3 2025: $26.0BQ4 2025: $24.6BQ1 2026: $22.0BQ2 2026: $23.1B
Institutions holding RJF and their total value by quarter
QuarterHoldersValue
Q2 2026904$23.1B
Q1 2026925$22.0B
Q4 2025936$24.6B
Q3 2025894$26.0B
Q2 2025857$23.8B
Q1 2025858$21.8B
Q4 2024840$23.9B
Q3 2024768$19.1B
Q2 2024751$18.9B
Q1 2024729$19.9B
Q4 2023720$17.4B
Q3 2023658$15.7B
Q2 2023644$16.5B
Q1 2023664$14.8B
Q4 2022701$17.5B
Q3 2022666$16.1B
Q2 2022657$14.3B
Q1 2022664$17.3B
Q4 2021638$15.5B
Q3 2021583$14.0B
Q2 2021565$13.2B
Q1 2021552$12.3B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Raymond James Financial Inc; share changes are against Q4 2025.

Institutions holding RJF in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Meeder Asset Management Inc42$6.08K0.00%−15−26.3%Reduced
Fairman Group, LLC44$6.37K0.01%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC44$6.38K0.00%00.0%Unchanged
Vanguard National Trust Co45$6.52K0.00%+45New
Signature Equity Partners, LLC47$6.80K0.00%+47New
Financial Management Professionals, Inc.48$6.95K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC49$7.13K0.00%+1+2.1%Added
UMA Financial Services, Inc.51$7.38K0.00%+42+466.7%Added
Torren Management, LLC52$7.47K0.00%−399−88.5%Reduced
SBI Securities Co., Ltd.52$7.53K0.00%−21−28.8%Reduced
Richardson Capital Management LLC55$7.96K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.56$8.11K0.00%+56New
JPL Wealth Management, LLC57$8.22K0.00%+57New
Fideuram Asset Management (Ireland) dac52$8.23K0.00%−5,277−99.0%Reduced
Aspect Partners, LLC57$8.25K0.00%00.0%Unchanged
Pacific Center for Financial Services58$8.40K0.00%00.0%Unchanged
Whittier Trust Co61$8.65K0.00%−138−69.3%Reduced
SHP Wealth Management60$8.65K0.00%+41+215.8%Added
Anchor Investment Management, LLC61$8.83K0.00%00.0%Unchanged
Key Financial Inc62$8.98K0.00%00.0%Unchanged
Private Wealth Management Group, LLC62$8.98K0.00%00.0%Unchanged
Chilton Capital Management LLC62$8.98K0.00%+62New
Timothy G. Youngquist 2020 Irrevocable Trust62$8.98K0.00%+62New
Avion Wealth63$9.00K0.00%+9+16.7%Added
Kemnay Advisory Services Inc.63$9.12K0.00%+17+37.0%Added
Bogart Wealth, LLC63$9.12K0.00%+47+293.8%Added
Global X Japan Co., Ltd.64$9.27K0.00%+64New
Swiss Re Ltd66$9.56K0.06%00.0%Unchanged
Rossby Financial, LCC68$9.75K0.00%−97−58.8%Reduced
Joseph Group Capital Management68$9.85K0.00%+68New
Lloyd Advisory Services, LLC.73$10.6K0.00%+73New
Kingdom Financial Group LLC.73$10.6K0.00%+73New
Creative Capital Management Investments LLC74$10.7K0.00%00.0%Unchanged
Activest Wealth Management75$10.9K0.00%−45−37.5%Reduced
Napier Financial, LLC75$10.9K0.00%+75New
Golden State Wealth Management, LLC75$10.9K0.00%00.0%Unchanged
Manchester Capital Management LLC78$11.3K0.00%00.0%Unchanged
Tacita Capital Inc78$11.3K0.01%+78New
Greykasell Wealth Strategies, Inc.80$11.6K0.00%+80New
South State Corp.81$11.7K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC81$11.7K0.00%00.0%Unchanged
Bayforest Capital Ltd82$11.9K0.01%−229−73.6%Reduced
Duncker Streett & Co Inc82$11.9K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC86$12.5K0.00%00.0%Unchanged
Princeton Global Asset Management LLC88$12.7K0.00%−157−64.1%Reduced
Horizon Financial Services, LLC94$13.6K0.01%+50+113.6%Added
WPG Advisers, LLC98$14.2K0.01%+14+16.7%Added
Oakworth Capital, Inc.102$14.8K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc111$15.7K0.00%−21−15.9%Reduced
MV Capital Management, Inc.109$15.8K0.00%+1+0.9%Added
Prestige Wealth Management Group LLC111$16.1K0.00%00.0%Unchanged
First Command Advisory Services, Inc.114$16.5K0.00%+97+570.6%Added
Barnes Dennig Private Wealth Management LLC115$16.7K0.02%+115New
Twin Peaks Wealth Advisors, LLC116$16.8K0.00%+116New
Farmers & Merchants Investments Inc117$16.9K0.00%00.0%Unchanged
Smithfield Trust Co120$17.0K0.00%00.0%Unchanged
Harbour Investments, Inc.124$18.1K0.00%+1+0.8%Added
NBC Securities, Inc.126$18.3K0.00%00.0%Unchanged
Birchbrook, Inc.131$19.0K0.01%00.0%Unchanged
Bell Investment Advisors, Inc144$20.9K0.00%00.0%Unchanged
MCF Advisors LLC149$21.6K0.00%00.0%Unchanged
Westside Investment Management, Inc.154$21.9K0.00%00.0%Unchanged
GW&K Investment Management, LLC149$22.0K0.00%+15+11.2%Added
Johnson Financial Group, Inc.153$22.2K0.00%−10−6.1%Reduced
Fortitude Family Office, LLC157$22.7K0.01%+29+22.7%Added
Quent Capital, LLC161$23.3K0.00%−21−11.5%Reduced
Creative Financial Designs Inc165$23.9K0.00%00.0%Unchanged
Valley National Advisers Inc174$25.0K0.00%−7−3.9%Reduced
Salomon & Ludwin, LLC187$26.6K0.00%−65−25.8%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.199$28.8K0.01%00.0%Unchanged
Harbor Investment Advisory, LLC208$30.1K0.00%−2−1.0%Reduced
Hilton Head Capital Partners, LLC220$31.9K0.02%00.0%Unchanged
Covestor Ltd257$37.0K0.03%−226−46.8%Reduced
Moisand Fitzgerald Tamayo, LLC258$37.4K0.00%00.0%Unchanged
Steigerwald, Gordon & Koch Inc.258$37.4K0.00%+228+760.0%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA270$39.1K0.01%00.0%Unchanged
Atlantic Trust, LLC275$39.8K0.01%00.0%Unchanged
Operose Advisors LLC280$40.5K0.01%−20−6.7%Reduced
Wall Street Financial Group, Inc.315$45.6K0.03%+315New
Basecamp Wealth Advisors LLC318$46.0K0.01%00.0%Unchanged
Stephenson National Bank & Trust325$47.1K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC331$48.0K0.00%−42−11.3%Reduced
Dorato Capital Management342$50.6K0.04%00.0%Unchanged
Deseret Mutual Benefit Administrators360$52.1K0.02%+168+87.5%Added
Alerus Financial NA362$52.4K0.00%−1−0.3%Reduced
TD Capital Management LLC379$54.8K0.00%+2+0.5%Added
Trust Co379$54.9K0.01%00.0%Unchanged
Cornerstone Planning Group LLC347$55.1K0.01%+19+5.8%Added
Private Trust Co NA388$56.2K0.01%−28−6.7%Reduced
Root Financial Partners, LLC404$58.5K0.00%+76+23.2%Added
Zions Bancorporation, National Association413$59.8K0.00%−84−16.9%Reduced
Advisory Services Network, LLC425$61.6K0.00%−1,053−71.2%Reduced
Contravisory Investment Management, Inc.437$63.3K0.01%−2,231−83.6%Reduced
Resources Management Corp452$65.0K0.01%00.0%Unchanged
HM Payson & Co450$65.2K0.00%−25−5.3%Reduced
Sunbelt Securities, Inc.479$69.3K0.00%+1+0.2%Added
Onefund, LLC484$69.4K0.04%−54−10.0%Reduced
Cromwell Holdings LLC496$71.8K0.04%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC500$72.4K0.00%00.0%Unchanged
Owl Creek Wealth Partners LLC529$76.6K0.03%+529New