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 |
|---|---|---|---|---|---|
| ASR Vermogensbeheer N.V. | 3,171 | $459.1K | 0.01% | +68+2.2% | Added |
| Kingsview Wealth Management, LLC | 3,193 | $462.3K | 0.01% | −17,181−84.3% | Reduced |
| Level Four Advisory Services, LLC | 3,223 | $466.7K | 0.02% | +245+8.2% | Added |
| Visionary Wealth Advisors | 3,227 | $467.2K | 0.02% | −80−2.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 3,235 | $468.4K | 0.08% | −46−1.4% | Reduced |
| Brighton Jones LLC | 3,241 | $469.3K | 0.01% | +3,241 | New |
| Tower Research Capital LLC (TRC) | 3,264 | $472.6K | 0.01% | −2,831−46.4% | Reduced |
| Chicago Partners Investment Group LLC | 3,073 | $474.9K | 0.01% | +1,539+100.3% | Added |
| Waterloo Capital, L.P. | 3,330 | $482.1K | 0.03% | +85+2.6% | Added |
| BOK Financial Private Wealth, Inc. | 3,356 | $485.9K | 0.03% | −561−14.3% | Reduced |
| Syon Capital LLC | 3,370 | $487.9K | 0.02% | −1,369−28.9% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 3,383 | $489.8K | 0.11% | 00.0% | Unchanged |
| Greenleaf Trust | 3,395 | $491.6K | 0.00% | +422+14.2% | Added |
| Westerkirk Capital Inc. | 3,400 | $492.3K | 0.05% | −200−5.6% | Reduced |
| Cookson Peirce & Co Inc | 3,409 | $493.6K | 0.02% | −3,554−51.0% | Reduced |
| Texas Yale Capital Corp. | 3,445 | $498.8K | 0.01% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 3,169 | $508.8K | 0.01% | 00.0% | Unchanged |
| Callan Family Office, LLC | 3,522 | $510.0K | 0.01% | −378−9.7% | Reduced |
| Guggenheim Capital LLC | 3,576 | $517.8K | 0.00% | −91−2.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,588 | $519.5K | 0.02% | +361+11.2% | Added |
| Rehmann Capital Advisory Group | 3,662 | $530.3K | 0.03% | +537+17.2% | Added |
| Keating Financial Advisory Services, Inc. | 3,663 | $530.4K | 0.09% | −33−0.9% | Reduced |
| Capstone Investment Advisors, LLC | 3,676 | $532.2K | 0.00% | +305+9.0% | Added |
| Integrated Advisors Network LLC | 3,697 | $535.3K | 0.03% | −9,121−71.2% | Reduced |
| NVWM, LLC | 3,721 | $538.8K | 0.12% | +172+4.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,744 | $542.1K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 3,764 | $545.0K | 0.33% | −1,488−28.3% | Reduced |
| Prudential PLC | 3,777 | $546.9K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 3,787 | $548.3K | 0.08% | +3,787 | New |
| Benjamin Edwards Inc | 3,813 | $552.0K | 0.01% | +224+6.2% | Added |
| Qsemble Capital Management, LP | 3,814 | $552.2K | 0.04% | +3,814 | New |
| Global Financial Private Client, LLC | 3,821 | $553.2K | 0.18% | +25+0.7% | Added |
| Savant Capital, LLC | 3,828 | $554.3K | 0.00% | +170+4.6% | Added |
| Crestwood Advisors Group LLC | 3,854 | $558.0K | 0.01% | −1,708−30.7% | Reduced |
| Norden Group LLC | 3,873 | $560.8K | 0.05% | −309−7.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,876 | $561.0K | 0.00% | +1,879+94.1% | Added |
| Tectonic Advisors LLC | 3,889 | $563.0K | 0.03% | +433+12.5% | Added |
| Dynamic Technology Lab Private Ltd | 3,927 | $568.6K | 0.09% | +3,927 | New |
| NorthCrest Asset Manangement, LLC | 4,148 | $589.8K | 0.02% | −2,308−35.7% | Reduced |
| Great Valley Advisor Group, Inc. | 4,074 | $589.9K | 0.01% | −10.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 4,118 | $596.2K | 0.03% | +297+7.8% | Added |
| Harrell Investment Partners, LLC | 4,182 | $605.5K | 0.14% | −10−0.2% | Reduced |
| STRS Ohio | 4,265 | $617.5K | 0.00% | −7−0.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,283 | $620.2K | 0.00% | +552+14.8% | Added |
| Tema ETFs LLC | 4,383 | $634.6K | 0.04% | +21+0.5% | Added |
| Johnson Investment Counsel Inc | 4,414 | $639.1K | 0.01% | +62+1.4% | Added |
| Canada Post Corp Registered Pension Plan | 4,483 | $649.1K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,523 | $654.9K | 0.02% | +143+3.3% | Added |
| Wetzel Investment Advisors, Inc. | 4,529 | $655.8K | 0.26% | +500+12.4% | Added |
| ABLE Financial Group, LLC | 4,538 | $657.1K | 0.13% | +232+5.4% | Added |
| Plato Investment Management Ltd | 4,559 | $660.5K | 0.04% | 00.0% | Unchanged |
| Nomura Holdings Inc | 4,588 | $664.3K | 0.01% | −122−2.6% | Reduced |
| Citizens Financial Group Inc | 4,612 | $667.8K | 0.01% | −40,090−89.7% | Reduced |
| Lido Advisors, LLC | 4,612 | $668.0K | 0.00% | +631+15.9% | Added |
| one8zero8, LLC | 4,637 | $671.4K | 0.15% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 4,680 | $677.6K | 0.03% | −100−2.1% | Reduced |
| Principal Street Partners, LLC | 4,698 | $680.2K | 0.11% | +288+6.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 4,740 | $686.4K | 0.00% | −458−8.8% | Reduced |
| Avanza Fonder AB | 4,790 | $693.5K | 0.02% | +100+2.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,811 | $696.6K | 0.05% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 4,847 | $701.8K | 0.26% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 4,854 | $702.8K | 0.05% | +104+2.2% | Added |
| EFG International AG | 4,868 | $704.8K | 0.02% | +20.0% | Added |
| Wealthcare Advisory Partners LLC | 4,890 | $708.1K | 0.01% | −125−2.5% | Reduced |
| Laird Norton Trust Company, LLC | 4,928 | $713.5K | 0.02% | +124+2.6% | Added |
| Bridgewater Advisors Inc. | 4,678 | $717.8K | 0.04% | −583−11.1% | Reduced |
| Coldstream Capital Management Inc | 4,988 | $722.2K | 0.01% | +478+10.6% | Added |
| Millennium Management LLC | 5,013 | $725.8K | 0.00% | −277,590−98.2% | Reduced |
| denkapparat Operations GmbH | 5,016 | $726.3K | 0.30% | +502+11.1% | Added |
| Net Worth Advisory Group | 5,030 | $728.3K | 0.15% | −19−0.4% | Reduced |
| Bradley Foster & Sargent Inc | 5,039 | $729.6K | 0.01% | −574−10.2% | Reduced |
| Peak Planning Group, LLC | 5,140 | $744.2K | 0.21% | −1,038−16.8% | Reduced |
| Gsa Capital Partners LLP | 5,152 | $746.0K | 0.05% | +5,152 | New |
| North Dakota State Investment Board | 5,154 | $746.2K | 0.03% | −1,120−17.9% | Reduced |
| Evergreen Capital Management LLC | 5,202 | $753.2K | 0.02% | +2,734+110.8% | Added |
| HB Wealth Management, LLC | 5,246 | $759.6K | 0.00% | +410+8.5% | Added |
| Ronald Blue Trust, Inc. | 5,300 | $767.4K | 0.01% | +163+3.2% | Added |
| AE Wealth Management LLC | 5,306 | $768.2K | 0.00% | +5,306 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,384 | $779.5K | 0.01% | −40−0.7% | Reduced |
| Signature Wealth Management Group | 5,415 | $784.0K | 0.30% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 5,451 | $789.3K | 0.08% | +662+13.8% | Added |
| Intact Investment Management Inc. | 5,500 | $796.3K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 5,613 | $812.7K | 0.01% | −21−0.4% | Reduced |
| HBK Sorce Advisory LLC | 5,287 | $816.0K | 0.02% | +56+1.1% | Added |
| Systematic Alpha Investments, LLC | 5,700 | $825.3K | 0.03% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 5,741 | $831.3K | 0.02% | −1,959−25.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,830 | $844.1K | 0.02% | +2,187+60.0% | Added |
| Jump Financial, LLC | 5,850 | $847.0K | 0.01% | +5,850 | New |
| Guinness Asset Management LTD | 5,879 | $851.2K | 0.01% | −63−1.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 5,900 | $854.3K | 0.03% | +5,900 | New |
| Generali Asset Management SPA SGR | 5,958 | $862.7K | 0.02% | −6,380−51.7% | Reduced |
| Uniting Wealth Partners, LLC | 6,006 | $869.6K | 0.19% | −300−4.8% | Reduced |
| E. Ohman J:or Asset Management AB | 6,017 | $871.2K | 0.02% | −1,200−16.6% | Reduced |
| Empirical Finance, LLC | 6,213 | $899.6K | 0.04% | −16−0.3% | Reduced |
| Staley Capital Advisers Inc | 6,250 | $904.9K | 0.04% | 00.0% | Unchanged |
| Twin Capital Management Inc | 6,346 | $918.8K | 0.12% | 00.0% | Unchanged |
| GAMMA Investing LLC | 6,399 | $926.5K | 0.04% | −308−4.6% | Reduced |
| Stephens Inc | 6,434 | $931.6K | 0.01% | −65−1.0% | Reduced |
| Yorktown Management & Research Co Inc | 6,450 | $933.9K | 0.78% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 6,450 | $933.9K | 0.39% | −683−9.6% | Reduced |