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 |
|---|---|---|---|---|---|
| Central Trust Co | 1,833 | $265.4K | 0.01% | +41+2.3% | Added |
| EP Wealth Advisors, LLC | 1,837 | $266.0K | 0.00% | −208−10.2% | Reduced |
| Southeast Asset Advisors Inc. | 1,846 | $267.3K | 0.03% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 1,849 | $267.8K | 0.01% | −14−0.8% | Reduced |
| MQS Management LLC | 1,872 | $271.0K | 0.18% | +153+8.9% | Added |
| Stonebrook Private Inc. | 1,901 | $275.3K | 0.06% | −392−17.1% | Reduced |
| Pinnacle Financial Partners, Inc. | 1,929 | $279.4K | 0.00% | −30−1.5% | Reduced |
| Spire Wealth Management | 1,934 | $280.0K | 0.01% | +1,907+7,063.0% | Added |
| Catalyst Funds Management Pty Ltd | 1,942 | $281.2K | 0.05% | −458−19.1% | Reduced |
| Delta Asset Management LLC | 1,962 | $284.1K | 0.03% | +1,362+227.0% | Added |
| OpenArc Corporate Advisory, LLC | 1,968 | $284.9K | 0.00% | +1,968 | New |
| Koshinski Asset Management, Inc. | 1,991 | $288.3K | 0.02% | +49+2.5% | Added |
| Principle Wealth Partners LLC | 2,000 | $289.6K | 0.02% | −5−0.2% | Reduced |
| Flagship Harbor Advisors, LLC | 2,003 | $290.0K | 0.01% | −15−0.7% | Reduced |
| Great Lakes Advisors, LLC | 2,024 | $293.1K | 0.00% | +266+15.1% | Added |
| Allred Capital Management, LLC | 2,028 | $293.8K | 0.11% | +10+0.5% | Added |
| Horizon Advisory Services, Inc. | 2,030 | $293.9K | 0.15% | −61−2.9% | Reduced |
| Trust Asset Management LLC | 2,040 | $295.4K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,049 | $296.7K | 0.00% | −7−0.3% | Reduced |
| Collective Family Office LLC | 2,062 | $298.6K | 0.07% | −826−28.6% | Reduced |
| Revolve Wealth Partners, LLC | 2,078 | $300.9K | 0.04% | +8+0.4% | Added |
| Everence Capital Management Inc | 2,080 | $301.0K | 0.02% | 00.0% | Unchanged |
| Sun Financial Inc | 1,941 | $302.0K | 0.15% | −53−2.7% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 2,106 | $304.9K | 0.02% | +48+2.3% | Added |
| Engineers Gate Manager LP | 2,132 | $308.7K | 0.00% | −1,135−34.7% | Reduced |
| Essex Financial Services, Inc. | 2,134 | $308.9K | 0.02% | −294−12.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 2,135 | $309.1K | 0.02% | −1,293−37.7% | Reduced |
| Blueshift Asset Management, LLC | 2,137 | $309.4K | 0.09% | −2,731−56.1% | Reduced |
| WSFS Capital Management, LLC | 2,137 | $309.4K | 0.02% | −62−2.8% | Reduced |
| Advisory Alpha, LLC | 2,152 | $311.6K | 0.01% | +635+41.9% | Added |
| Confluence Wealth Services, Inc. | 2,163 | $313.1K | 0.01% | 00.0% | Unchanged |
| Capula Management Ltd | 2,173 | $314.6K | 0.00% | +846+63.8% | Added |
| Arbor Investment Advisors, LLC | 2,181 | $315.8K | 0.04% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,227 | $322.4K | 0.00% | +721+47.9% | Added |
| Searle & Co. | 2,260 | $327.2K | 0.08% | 00.0% | Unchanged |
| TMB Capital Partners, LLC | 2,268 | $328.4K | 0.11% | +141+6.6% | Added |
| Clarus Group, Inc. | 2,271 | $328.8K | 0.12% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 2,283 | $330.6K | 0.00% | +2,283 | New |
| Salem Investment Counselors Inc | 2,313 | $334.9K | 0.01% | −100−4.1% | Reduced |
| Erste Asset Management GmbH | 2,389 | $336.6K | 0.00% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 2,325 | $336.6K | 0.09% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 2,337 | $338.4K | 0.03% | +2,337 | New |
| Brown Financial Advisors | 2,342 | $339.1K | 0.13% | +2,342 | New |
| Samalin Investment Counsel, LLC | 2,350 | $340.3K | 0.12% | −49−2.0% | Reduced |
| Mattson Financial Services, LLC | 2,358 | $341.4K | 0.08% | +2,358 | New |
| Vontobel Holding Ltd. | 2,397 | $347.1K | 0.00% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 2,400 | $347.5K | 0.01% | +2,400 | New |
| Drive Wealth Management, LLC | 2,402 | $347.8K | 0.07% | −14−0.6% | Reduced |
| Evercore Wealth Management, LLC | 2,428 | $351.6K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 2,435 | $352.6K | 0.02% | −45−1.8% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 2,435 | $352.6K | 0.25% | +8+0.3% | Added |
| Darwin Advisors, LLC | 2,441 | $353.5K | 0.11% | +8+0.3% | Added |
| Meeder Advisory Services, Inc. | 2,469 | $357.5K | 0.01% | +72+3.0% | Added |
| First Eagle Investment Management, LLC | 2,471 | $357.8K | 0.00% | +104+4.4% | Added |
| AlphaGrep UK Ltd | 2,498 | $361.7K | 0.11% | −1,207−32.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,498 | $361.7K | 0.01% | −95−3.7% | Reduced |
| RSM US Wealth Management LLC | 2,504 | $362.6K | 0.00% | −930−27.1% | Reduced |
| Phillips Wealth Planners LLC | 2,421 | $365.7K | 0.28% | +8+0.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,530 | $366.3K | 0.06% | +702+38.4% | Added |
| CX Institutional | 2,543 | $368.0K | 0.01% | +493+24.0% | Added |
| Calton & Associates, Inc. | 2,557 | $370.2K | 0.05% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 2,580 | $373.6K | 0.01% | +28+1.1% | Added |
| Agate Pass Investment Management, LLC | 2,582 | $373.8K | 0.15% | −100−3.7% | Reduced |
| Blue Chip Partners, Inc. | 2,605 | $377.2K | 0.03% | +8+0.3% | Added |
| Balyasny Asset Management LLC | 2,618 | $379.1K | 0.00% | −127,587−98.0% | Reduced |
| Pursuit Wealth Strategies, LLC | 2,626 | $380.2K | 0.53% | +6+0.2% | Added |
| Wealthspire Advisors, LLC | 2,641 | $382.3K | 0.00% | −4,592−63.5% | Reduced |
| Leuthold Group, LLC | 2,642 | $382.5K | 0.04% | −24,892−90.4% | Reduced |
| Cornerstone Wealth Group, LLC | 2,506 | $387.2K | 0.02% | −42−1.6% | Reduced |
| Argus Investors' Counsel, Inc. | 2,724 | $394.4K | 0.35% | −287−9.5% | Reduced |
| Great Lakes Retirement, Inc. | 2,724 | $394.4K | 0.04% | −238−8.0% | Reduced |
| Blair William & Co | 2,730 | $395.3K | 0.00% | −158−5.5% | Reduced |
| Anchyra Partners LLC | 2,740 | $396.7K | 0.12% | +2+0.1% | Added |
| MTM Investment Management, LLC | 2,752 | $398.5K | 0.13% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 2,760 | $399.6K | 0.03% | +424+18.2% | Added |
| FORM Wealth Advisors, LLC | 2,762 | $399.9K | 0.05% | +8+0.3% | Added |
| Smartleaf Asset Management LLC | 2,845 | $400.9K | 0.01% | −143−4.8% | Reduced |
| Ballentine Partners, LLC | 2,779 | $402.4K | 0.01% | +24+0.9% | Added |
| Teacher Retirement System of Texas | 2,797 | $405.0K | 0.00% | −3,483−55.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,813 | $407.3K | 0.10% | +31+1.1% | Added |
| Walleye Capital LLC | 2,822 | $408.6K | 0.00% | −184,515−98.5% | Reduced |
| TCW Group Inc | 2,827 | $409.3K | 0.00% | +136+5.1% | Added |
| Sowell Financial Services LLC | 2,829 | $409.7K | 0.02% | −414−12.8% | Reduced |
| IFP Advisors, Inc | 2,842 | $411.5K | 0.01% | +1,402+97.4% | Added |
| Venturi Wealth Management, LLC | 2,866 | $415.0K | 0.02% | −201−6.6% | Reduced |
| Kestra Private Wealth Services, LLC | 2,887 | $417.9K | 0.01% | +336+13.2% | Added |
| Shulman DeMeo Asset Management LLC | 2,898 | $419.6K | 0.09% | −27−0.9% | Reduced |
| Tannin Capital LLC | 2,912 | $421.6K | 0.31% | +469+19.2% | Added |
| EntryPoint Capital, LLC | 2,924 | $423.4K | 0.12% | +2,924 | New |
| Oppenheimer & Co Inc | 2,928 | $423.9K | 0.01% | −45−1.5% | Reduced |
| Brown Brothers Harriman & Co | 2,999 | $434.2K | 0.00% | +389+14.9% | Added |
| Horizon Investments, LLC | 3,066 | $442.3K | 0.00% | +115+3.9% | Added |
| Coquina Private Wealth LLC | 3,064 | $443.6K | 0.36% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,070 | $444.0K | 0.00% | −142−4.4% | Reduced |
| Quad-Cities Investment Group, LLC | 3,071 | $444.6K | 0.18% | +9+0.3% | Added |
| Novak & Powell Financial Services, Inc. | 3,073 | $444.9K | 0.24% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 3,090 | $447.4K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 3,112 | $450.7K | 0.00% | −718−18.7% | Reduced |
| Huntington National Bank | 3,124 | $452.3K | 0.00% | −386−11.0% | Reduced |
| Aaron Wealth Advisors | 3,150 | $456.1K | 0.03% | −1,770−36.0% | Reduced |