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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Raymond James Financial Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 531 | $77.0K | 0.01% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 541 | $78.4K | 0.07% | −727−57.3% | Reduced |
| Wellington Grp LLC | 547 | $79.2K | 0.02% | −149−21.4% | Reduced |
| Osterweis Capital Management Inc | 560 | $81.1K | 0.00% | +560 | New |
| Rothschild Investment LLC | 583 | $84.4K | 0.00% | −720−55.3% | Reduced |
| Versant Capital Management, Inc | 597 | $86.4K | 0.01% | −44−6.9% | Reduced |
| Leonteq Securities AG | 607 | $87.9K | 0.01% | −1,386−69.5% | Reduced |
| GGM Financials LLC | 621 | $90.0K | 0.04% | +1+0.2% | Added |
| Clearstead Advisors, LLC | 633 | $91.7K | 0.00% | +72+12.8% | Added |
| CVA Family Office, LLC | 670 | $97.0K | 0.01% | +104+18.4% | Added |
| First Horizon Corp | 680 | $98.5K | 0.00% | +13+1.9% | Added |
| Larson Financial Group LLC | 693 | $100.3K | 0.00% | −19−2.7% | Reduced |
| Massmutual Trust Co FSB | 694 | $100.5K | 0.00% | −53−7.1% | Reduced |
| DT Investment Partners, LLC | 719 | $104.1K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 723 | $104.7K | 0.02% | +2+0.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 732 | $106.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 761 | $110.2K | 0.00% | −17−2.2% | Reduced |
| Parkside Financial Bank & Trust | 779 | $112.8K | 0.01% | +54+7.4% | Added |
| Park Place Capital Corp | 920 | $133.2K | 0.03% | +7+0.8% | Added |
| Colonial Trust Co | 939 | $136.0K | 0.02% | 00.0% | Unchanged |
| Camden Capital, LLC | 954 | $138.1K | 0.01% | −855−47.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 975 | $141.2K | 0.01% | +975 | New |
| Kentucky Trust Co | 980 | $141.9K | 0.07% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,024 | $148.0K | 0.00% | +30+3.0% | Added |
| Bruce G. Allen Investments, LLC | 1,063 | $153.9K | 0.10% | −10−0.9% | Reduced |
| Purpose Unlimited Inc. | 1,200 | $173.7K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,234 | $178.7K | 0.00% | +218+21.5% | Added |
| Caldwell Trust Co | 1,248 | $180.7K | 0.02% | 00.0% | Unchanged |
| South Dakota Investment Council | 1,250 | $181.0K | 0.00% | +750+150.0% | Added |
| Walleye Trading LLC | 1,262 | $182.7K | 0.00% | −4,310−77.4% | Reduced |
| Allworth Financial LP | 1,348 | $195.2K | 0.00% | +215+19.0% | Added |
| State of Wyoming | 1,372 | $198.7K | 0.02% | +52+3.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,387 | $200.8K | 0.02% | +16+1.2% | Added |
| Brown Advisory Inc | 1,388 | $201.0K | 0.00% | −297−17.6% | Reduced |
| Independent Financial Group, LLC | 1,393 | $201.7K | 0.00% | −32−2.2% | Reduced |
| CenterStar Asset Management, LLC | 1,396 | $202.1K | 0.19% | +1,396 | New |
| Market Street Wealth Management Advisors LLC | 1,398 | $202.4K | 0.03% | −1−0.1% | Reduced |
| Cresset Asset Management, LLC | 1,401 | $202.9K | 0.00% | −767−35.4% | Reduced |
| Cohen & Steers, Inc. | 1,400 | $203.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,404 | $203.3K | 0.00% | +373+36.2% | Added |
| Perigon Wealth Management, LLC | 1,414 | $204.8K | 0.00% | +10+0.7% | Added |
| Moseley Investment Management Inc | 1,425 | $206.3K | 0.07% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 1,430 | $207.1K | 0.00% | −222−13.4% | Reduced |
| Angeles Wealth Management, LLC | 1,441 | $208.6K | 0.01% | +117+8.8% | Added |
| Kooman & Associates | 1,445 | $209.2K | 0.06% | −3−0.2% | Reduced |
| Kera Capital Partners, Inc. | 1,448 | $209.7K | 0.03% | −5−0.3% | Reduced |
| Journey Strategic Wealth LLC | 1,450 | $209.9K | 0.01% | −122−7.8% | Reduced |
| Snowden Capital Advisors LLC | 1,452 | $210.3K | 0.01% | +42+3.0% | Added |
| EverSource Wealth Advisors, LLC | 1,455 | $210.7K | 0.01% | +113+8.4% | Added |
| Prelude Capital Management, LLC | 1,469 | $212.7K | 0.02% | −251−14.6% | Reduced |
| Catalyst Capital Advisors LLC | 1,470 | $212.8K | 0.00% | −1,090−42.6% | Reduced |
| Evolve Private Wealth, LLC | 1,474 | $213.4K | 0.01% | −13,013−89.8% | Reduced |
| Circle Wealth Management, LLC | 1,493 | $216.2K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 1,732 | $217.7K | 0.00% | +503+40.9% | Added |
| Stratos Wealth Advisors, LLC | 1,507 | $218.3K | 0.01% | −61−3.9% | Reduced |
| Profund Advisors LLC | 1,510 | $218.6K | 0.01% | −324−17.7% | Reduced |
| Sax Wealth Advisors, LLC | 1,369 | $219.8K | 0.01% | 00.0% | Unchanged |
| Plan Group Financial, LLC | 1,522 | $220.4K | 0.05% | +1,522 | New |
| Suncoast Equity Management | 1,526 | $220.9K | 0.03% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 1,527 | $221.2K | 0.01% | −337−18.1% | Reduced |
| Landscape Capital Management, L.L.C. | 1,552 | $224.7K | 0.01% | −14,582−90.4% | Reduced |
| Eldridge Investment Advisors, Inc. | 1,563 | $225.5K | 0.05% | 00.0% | Unchanged |
| Frec Markets, Inc. | 1,565 | $226.6K | 0.04% | +1,565 | New |
| Ameritas Investment Partners, Inc. | 1,573 | $227.8K | 0.01% | −44−2.7% | Reduced |
| Financial Planning Hawaii, Inc. | 1,585 | $229.5K | 0.14% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 1,585 | $229.5K | 0.01% | +1,585 | New |
| Carson Advisory Inc. | 1,586 | $229.6K | 0.12% | 00.0% | Unchanged |
| Smith Partners Wealth Management, LLC | 1,600 | $231.7K | 0.21% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,611 | $233.2K | 0.01% | −361−18.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,614 | $233.6K | 0.01% | +106+7.0% | Added |
| Nicolet Bankshares Inc | 1,631 | $233.9K | 0.01% | +1,631 | New |
| Belpointe Asset Management LLC | 1,619 | $234.5K | 0.01% | −4,029−71.3% | Reduced |
| Central Bank & Trust Co | 1,626 | $235.4K | 0.04% | −64−3.8% | Reduced |
| TD Waterhouse Canada Inc. | 1,651 | $236.5K | 0.00% | +1,621+5,403.3% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,638 | $237.2K | 0.02% | 00.0% | Unchanged |
| Inscription Capital, LLC | 1,653 | $239.3K | 0.03% | −169−9.3% | Reduced |
| SRS Capital Advisors, Inc. | 1,658 | $240.1K | 0.01% | +994+149.7% | Added |
| Empirical Asset Management, LLC | 1,660 | $240.4K | 0.06% | −3,337−66.8% | Reduced |
| Edmp, Inc. | 1,662 | $240.6K | 0.19% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,672 | $242.1K | 0.00% | +344+25.9% | Added |
| Cigna Investments Inc | 1,689 | $245.0K | 0.04% | −161−8.7% | Reduced |
| Edgestream Partners, L.P. | 1,698 | $245.9K | 0.01% | +1,698 | New |
| Atomi Financial Group, Inc. | 1,716 | $248.4K | 0.01% | +138+8.7% | Added |
| Berkshire Asset Management LLC | 1,733 | $250.9K | 0.01% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 1,734 | $251.1K | 0.00% | −281−13.9% | Reduced |
| DRW Securities, LLC | 1,737 | $251.5K | 0.01% | −1,758−50.3% | Reduced |
| NewEdge Wealth, LLC | 1,746 | $252.9K | 0.00% | −1,236−41.4% | Reduced |
| GTS Securities LLC | 1,766 | $255.7K | 0.01% | −774−30.5% | Reduced |
| First United Bank Trust | 1,770 | $256.3K | 0.08% | −360−16.9% | Reduced |
| Oslo Pensjonsforsikring AS | 1,770 | $256.3K | 0.04% | +1,770 | New |
| Aspire Growth Partners LLC | 1,777 | $257.4K | 0.18% | +154+9.5% | Added |
| Parallel Advisors, LLC | 1,791 | $259.4K | 0.00% | +35+2.0% | Added |
| TD Private Client Wealth LLC | 1,794 | $259.8K | 0.01% | +1,615+902.2% | Added |
| Portside Wealth Group, LLC | 1,801 | $260.8K | 0.04% | −370−17.0% | Reduced |
| Novare Capital Management LLC | 1,809 | $261.9K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,829 | $262.3K | 0.00% | +101+5.8% | Added |
| Henderson Brothers Financial Partners, LLC | 1,814 | $262.6K | 0.07% | +1,814 | New |
| Jefferies Financial Group Inc. | 1,816 | $262.9K | 0.00% | +1,816 | New |
| Ostrum Asset Management | 1,826 | $264.4K | 0.01% | +27+1.5% | Added |
| First Bank & Trust | 1,832 | $265.3K | 0.04% | +23+1.3% | Added |