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 |
|---|---|---|---|---|---|
| Intrust Bank NA | 6,630 | $960.0K | 0.08% | +292+4.6% | Added |
| Vestcor Inc | 6,636 | $961.0K | 0.03% | 00.0% | Unchanged |
| Skylands Capital, LLC | 6,725 | $970.1K | 0.13% | +2,288+51.6% | Added |
| Saudi Central Bank | 6,924 | $1.00M | 0.02% | +6,924 | New |
| Tokio Marine Asset Management Co Ltd | 6,963 | $1.01M | 0.04% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 7,140 | $1.03M | 0.23% | 00.0% | Unchanged |
| Intech Investment Management LLC | 7,142 | $1.03M | 0.01% | −1,886−20.9% | Reduced |
| Gateway Investment Advisers LLC | 7,159 | $1.04M | 0.01% | +1,112+18.4% | Added |
| MUFG Securities EMEA plc | 7,191 | $1.04M | 0.02% | −37−0.5% | Reduced |
| Oxford Financial Group Ltd | 7,213 | $1.04M | 0.06% | −114−1.6% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 7,240 | $1.05M | 0.58% | +408+6.0% | Added |
| Lebenthal Global Advisors, LLC | 7,308 | $1.06M | 0.15% | +3,745+105.1% | Added |
| Woodline Partners LP | 7,317 | $1.06M | 0.00% | −23,006−75.9% | Reduced |
| Adelphi Trust Co | 7,321 | $1.06M | 0.86% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 7,339 | $1.06M | 0.29% | −189−2.5% | Reduced |
| Muirfield Wealth Advisors LLC | 7,437 | $1.08M | 0.79% | +347+4.9% | Added |
| Rockefeller Capital Management L.P. | 7,474 | $1.08M | 0.00% | +459+6.5% | Added |
| Metis Global Partners, LLC | 7,564 | $1.10M | 0.03% | −679−8.2% | Reduced |
| JSF Financial, LLC | 7,621 | $1.10M | 0.22% | +459+6.4% | Added |
| Fulton Bank, N.A. | 7,677 | $1.11M | 0.04% | +261+3.5% | Added |
| Capital Investment Advisors, LLC | 7,698 | $1.11M | 0.02% | +62+0.8% | Added |
| CAPROCK Group, Inc. | 7,732 | $1.12M | 0.03% | −2,049−20.9% | Reduced |
| Consolidated Planning Corp | 7,862 | $1.14M | 0.18% | −321−3.9% | Reduced |
| Alpine Woods Capital Investors, LLC | 7,916 | $1.15M | 0.28% | −2,482−23.9% | Reduced |
| ING Groep NV | 7,967 | $1.15M | 0.01% | −171−2.1% | Reduced |
| Trust Co of Toledo NA | 7,998 | $1.16M | 0.11% | 00.0% | Unchanged |
| TT International Asset Management LTD | 8,022 | $1.16M | 0.13% | +8,022 | New |
| Vident Advisory, LLC | 8,050 | $1.17M | 0.01% | −12,022−59.9% | Reduced |
| Tower Bridge Advisors | 8,059 | $1.17M | 0.11% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 8,075 | $1.17M | 0.04% | 00.0% | Unchanged |
| Andrew Hill Investment Advisors, Inc. | 8,170 | $1.18M | 1.05% | +8,170 | New |
| Cyndeo Wealth Partners, LLC | 8,389 | $1.21M | 0.06% | +335+4.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 8,412 | $1.22M | 0.03% | −678−7.5% | Reduced |
| Abn Amro Investment Solutions | 8,437 | $1.22M | 0.02% | +1,255+17.5% | Added |
| Formidable Asset Management, LLC | 7,618 | $1.22M | 0.19% | +20.0% | Added |
| Chiron Capital Management, LLC | 8,450 | $1.22M | 1.25% | +8,450 | New |
| Atlantic Union Bankshares Corp | 8,477 | $1.23M | 0.02% | +30.0% | Added |
| Glenmede Trust Co NA | 8,514 | $1.23M | 0.01% | −172−2.0% | Reduced |
| Signaturefd, LLC | 8,514 | $1.23M | 0.02% | −21−0.2% | Reduced |
| Bill Few Associates, Inc. | 8,595 | $1.24M | 0.30% | 00.0% | Unchanged |
| Commerce Bank | 8,612 | $1.25M | 0.01% | −661−7.1% | Reduced |
| Toroso Investments, LLC | 8,788 | $1.27M | 0.00% | +4,527+106.2% | Added |
| Pacer Advisors, Inc. | 8,772 | $1.27M | 0.00% | −5,200−37.2% | Reduced |
| Ci Investments Inc. | 8,848 | $1.28M | 0.01% | −42−0.5% | Reduced |
| Maryland State Retirement & Pension System | 8,886 | $1.29M | 0.03% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 8,900 | $1.29M | 0.02% | −100−1.1% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 8,939 | $1.29M | 0.06% | +774+9.5% | Added |
| Sequoia Financial Advisors, LLC | 9,001 | $1.30M | 0.01% | −236−2.6% | Reduced |
| Patton Fund Management, Inc. | 9,008 | $1.30M | 0.22% | −12,771−58.6% | Reduced |
| Osmosis Investment Management UK Ltd | 9,111 | $1.32M | 0.04% | +4,613+102.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 9,236 | $1.34M | 0.01% | −4,861−34.5% | Reduced |
| Gator Capital Management, LLC | 9,253 | $1.34M | 0.29% | +9,253 | New |
| Advocacy Wealth Management Services, LLC | 9,262 | $1.34M | 0.06% | −12−0.1% | Reduced |
| Board of the Pension Protection Fund | 9,300 | $1.35M | 1.24% | +8,900+2,225.0% | Added |
| Atlas Wealth LLC | 9,475 | $1.37M | 0.41% | 00.0% | Unchanged |
| NLB Skladi, upravljanje premozenja, d.o.o. | 9,500 | $1.38M | 0.07% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 9,550 | $1.38M | 0.02% | +56+0.6% | Added |
| Banque Cantonale Vaudoise | 9,557 | $1.38M | 0.05% | −2,339−19.7% | Reduced |
| Meridian Wealth Advisors, LLC | 9,579 | $1.39M | 0.18% | +10+0.1% | Added |
| Gladstone Institutional Advisory LLC | 9,581 | $1.39M | 0.05% | +671+7.5% | Added |
| Crossmark Global Holdings, Inc. | 9,611 | $1.39M | 0.02% | −6,833−41.6% | Reduced |
| Western Wealth Management, LLC | 9,634 | $1.40M | 0.05% | +9,634 | New |
| Sanibel Captiva Trust Company, Inc. | 9,679 | $1.40M | 0.04% | +35+0.4% | Added |
| GHP Investment Advisors, Inc. | 9,680 | $1.40M | 0.06% | +1,583+19.6% | Added |
| FORA Capital, LLC | 9,776 | $1.42M | 0.10% | +9,776 | New |
| Campbell & CO Investment Adviser LLC | 9,943 | $1.44M | 0.08% | −32,892−76.8% | Reduced |
| TCG Advisory Services, LLC | 9,962 | $1.44M | 0.04% | +386+4.0% | Added |
| Golden Road Advisors LLC | 10,061 | $1.46M | 0.84% | +10,061 | New |
| Hartford Investment Management Co | 10,087 | $1.46M | 0.05% | −203−2.0% | Reduced |
| King Luther Capital Management Corp | 10,192 | $1.48M | 0.01% | −142−1.4% | Reduced |
| Natixis | 10,309 | $1.49M | 0.01% | −24,216−70.1% | Reduced |
| Wedmont Private Capital | 10,354 | $1.53M | 0.05% | −74−0.7% | Reduced |
| Mizuho Securities USA LLC | 10,604 | $1.54M | 0.04% | −2,234−17.4% | Reduced |
| Keybank National Association | 10,694 | $1.55M | 0.01% | −159−1.5% | Reduced |
| Capital Fund Management S.A. | 10,730 | $1.55M | 0.01% | −65,277−85.9% | Reduced |
| Jane Street Group, LLC | 10,778 | $1.56M | 0.00% | −21,682−66.8% | Reduced |
| Norinchukin Bank, The | 10,924 | $1.58M | 0.02% | −12−0.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 11,030 | $1.60M | 0.00% | −19,014−63.3% | Reduced |
| We Are One Seven, LLC | 11,126 | $1.61M | 0.03% | −11,329−50.5% | Reduced |
| Allen Investment Management LLC | 11,150 | $1.61M | 0.02% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 11,228 | $1.63M | 0.45% | −716−6.0% | Reduced |
| Bank of New Hampshire | 11,569 | $1.68M | 0.38% | −7−0.1% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 11,665 | $1.69M | 0.78% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 11,814 | $1.71M | 0.21% | +99+0.8% | Added |
| Kovitz Investment Group Partners, LLC | 11,917 | $1.73M | 0.04% | −451−3.6% | Reduced |
| United Capital Financial Advisers, LLC | 11,965 | $1.73M | 0.01% | −7,948−39.9% | Reduced |
| Brevan Howard Capital Management LP | 11,970 | $1.73M | 0.02% | +10,086+535.4% | Added |
| Klingman & Associates, LLC | 12,243 | $1.77M | 0.08% | +18+0.1% | Added |
| M&T Bank Corp | 12,720 | $1.84M | 0.01% | −472−3.6% | Reduced |
| William B. Walkup & Associates, Inc. | 13,335 | $1.85M | 1.11% | +289+2.2% | Added |
| Vestmark Advisory Solutions, Inc. | 12,827 | $1.86M | 0.02% | −2,159−14.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 12,901 | $1.87M | 0.01% | −687−5.1% | Reduced |
| Heritage Wealth Advisors | 13,186 | $1.91M | 0.07% | 00.0% | Unchanged |
| Empire Life Investments Inc. | 13,419 | $1.92M | 0.12% | +67+0.5% | Added |
| Ilmarinen Mutual Pension Insurance Co | 13,381 | $1.94M | 0.02% | +13,381 | New |
| Investment Management Corp of Ontario | 13,401 | $1.94M | 0.03% | +600+4.7% | Added |
| Inceptionr LLC | 13,595 | $1.96M | 0.47% | +8,961+193.4% | Added |
| Apollon Wealth Management, LLC | 13,612 | $1.97M | 0.03% | −1,142−7.7% | Reduced |
| Park Avenue Securities LLC | 13,623 | $1.97M | 0.02% | +13,623 | New |
| Elo Mutual Pension Insurance Co | 13,642 | $1.98M | 0.03% | −5,786−29.8% | Reduced |