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 |
|---|---|---|---|---|---|
| Winton Group Ltd | 13,763 | $1.99M | 0.07% | −25,515−65.0% | Reduced |
| Davis Investment Partners, LLC | 13,973 | $2.02M | 0.71% | +41+0.3% | Added |
| Stablepoint Partners, LLC | 14,014 | $2.03M | 0.30% | +369+2.7% | Added |
| Dean Capital Management | 14,181 | $2.05M | 0.85% | +1,859+15.1% | Added |
| White Pine Capital LLC | 14,205 | $2.06M | 0.56% | −25−0.2% | Reduced |
| High Net Worth Advisory Group LLC | 14,265 | $2.07M | 0.48% | +302+2.2% | Added |
| D.A. Davidson & Co. | 14,309 | $2.07M | 0.01% | −84−0.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,343 | $2.08M | 0.02% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 14,619 | $2.12M | 0.05% | +4,765+48.4% | Added |
| Nilsine Partners, LLC | 13,775 | $2.13M | 0.17% | +3,108+29.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 14,874 | $2.14M | 0.01% | −136−0.9% | Reduced |
| Intellus Advisors LLC | 14,995 | $2.17M | 0.30% | +1,002+7.2% | Added |
| Mediolanum International Funds Ltd | 15,527 | $2.19M | 0.02% | −1,454−8.6% | Reduced |
| V-Square Quantitative Management LLC | 15,844 | $2.29M | 0.24% | +39+0.2% | Added |
| United Asset Strategies, Inc. | 16,400 | $2.37M | 0.19% | +473+3.0% | Added |
| Aft, Forsyth & Sober, LLC | 16,500 | $2.39M | 0.73% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 16,832 | $2.44M | 0.01% | +56+0.3% | Added |
| Cullen Capital Management LLC | 16,866 | $2.44M | 0.03% | +3,582+27.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 16,906 | $2.45M | 0.00% | −37−0.2% | Reduced |
| Voloridge Investment Management, LLC | 17,036 | $2.47M | 0.01% | +17,036 | New |
| Brinker Capital Investments, LLC | 17,095 | $2.48M | 0.02% | −3,557−17.2% | Reduced |
| State of Alaska, Department of Revenue | 17,319 | $2.51M | 0.03% | −140−0.8% | Reduced |
| Wellspring Financial Advisors, LLC | 17,372 | $2.52M | 0.19% | +40.0% | Added |
| Public Employees Retirement Association of Colorado | 17,786 | $2.58M | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 17,889 | $2.59M | 0.01% | +3,599+25.2% | Added |
| Sanctuary Advisors, LLC | 18,139 | $2.63M | 0.01% | −792−4.2% | Reduced |
| Sovereign's Capital Management, LLC | 18,191 | $2.63M | 1.94% | −681−3.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 18,365 | $2.66M | 0.02% | +261+1.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 18,905 | $2.67M | 0.01% | −4,121−17.9% | Reduced |
| Yousif Capital Management, LLC | 18,473 | $2.67M | 0.03% | −623−3.3% | Reduced |
| Mutual of America Capital Management LLC | 18,658 | $2.70M | 0.03% | −274−1.4% | Reduced |
| Hancock Whitney Corp | 18,141 | $2.71M | 0.05% | −245−1.3% | Reduced |
| Atria Investments LLC | 19,096 | $2.76M | 0.03% | −1,427−7.0% | Reduced |
| Carl Stuart Investment Advisor, Inc | 19,115 | $2.77M | 1.21% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 19,124 | $2.77M | 0.29% | −157−0.8% | Reduced |
| Skopos Labs, Inc. | 19,224 | $2.78M | 0.09% | −332−1.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 19,243 | $2.79M | 0.07% | +5,904+44.3% | Added |
| Millstone Evans Group, LLC | 19,339 | $2.80M | 1.68% | +344+1.8% | Added |
| Davenport & Co LLC | 19,662 | $2.85M | 0.02% | −5,769−22.7% | Reduced |
| Gotham Asset Management, LLC | 19,741 | $2.86M | 0.01% | −237−1.2% | Reduced |
| MAI Capital Management | 19,808 | $2.87M | 0.02% | −270−1.3% | Reduced |
| Van Eck Associates Corp | 20,027 | $2.90M | 0.00% | +14,782+281.8% | Added |
| Oregon Public Employees Retirement Fund | 20,080 | $2.91M | 0.04% | −100−0.5% | Reduced |
| HighTower Advisors, LLC | 20,305 | $2.94M | 0.00% | +740+3.8% | Added |
| Ethic Inc. | 20,481 | $2.97M | 0.05% | +842+4.3% | Added |
| Graphene Investments SAS | 20,500 | $2.97M | 1.99% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 21,175 | $3.07M | 1.03% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 21,341 | $3.09M | 0.03% | −79,731−78.9% | Reduced |
| Regions Financial Corp | 21,363 | $3.09M | 0.02% | −3,047−12.5% | Reduced |
| Janus Henderson Group PLC | 21,522 | $3.12M | 0.00% | −1,254−5.5% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 21,546 | $3.12M | 0.34% | −42−0.2% | Reduced |
| Siemens Fonds Invest GmbH | 21,798 | $3.16M | 0.18% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 22,402 | $3.24M | 1.41% | −253−1.1% | Reduced |
| Susquehanna International Group, LLP | 22,617 | $3.27M | 0.00% | −53,879−70.4% | Reduced |
| Empowered Funds, LLC | 23,362 | $3.37M | 0.02% | +23,362 | New |
| Wealthfront Advisers LLC | 23,580 | $3.41M | 0.01% | −1,145−4.6% | Reduced |
| Omers Administration Corp | 23,675 | $3.43M | 0.02% | +3,171+15.5% | Added |
| Cerity Partners LLC | 23,754 | $3.44M | 0.00% | −356−1.5% | Reduced |
| Cullen Investment Group, Ltd. | 23,953 | $3.47M | 0.46% | −212−0.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,032 | $3.48M | 0.03% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 24,138 | $3.49M | 0.02% | +95+0.4% | Added |
| Ensign Peak Advisors, Inc | 24,393 | $3.53M | 0.01% | +6,091+33.3% | Added |
| MML Investors Services, LLC | 24,506 | $3.55M | 0.01% | +2,882+13.3% | Added |
| Nordea Investment Management AB | 25,130 | $3.56M | 0.00% | +6,144+32.4% | Added |
| Gradient Investments LLC | 24,951 | $3.61M | 0.06% | +24,951 | New |
| Dana Investment Advisors, Inc. | 25,006 | $3.62M | 0.11% | −262−1.0% | Reduced |
| Bank of Nova Scotia | 25,355 | $3.67M | 0.01% | −43,097−63.0% | Reduced |
| Cumberland Partners Ltd | 25,800 | $3.74M | 0.28% | −3,300−11.3% | Reduced |
| British Columbia Investment Management Corp | 25,857 | $3.74M | 0.02% | −7,697−22.9% | Reduced |
| Rakuten Investment Management, Inc. | 26,641 | $3.75M | 0.01% | +2,892+12.2% | Added |
| Janney Montgomery Scott LLC | 26,040 | $3.77M | 0.01% | −7,924−23.3% | Reduced |
| New York Life Investment Management LLC | 26,158 | $3.79M | 0.03% | +433+1.7% | Added |
| Buckhead Capital Management LLC | 26,370 | $3.82M | 1.44% | −606−2.2% | Reduced |
| UniSuper Management Pty Ltd | 26,477 | $3.83M | 0.03% | +6,830+34.8% | Added |
| Concurrent Investment Advisors, LLC | 26,665 | $3.86M | 0.04% | +3,838+16.8% | Added |
| O'Shaughnessy Asset Management, LLC | 26,864 | $3.89M | 0.02% | +3,808+16.5% | Added |
| Summit Trail Advisors, LLC | 26,943 | $3.90M | 0.06% | +19,396+257.0% | Added |
| Neuberger Berman Group LLC | 26,975 | $3.91M | 0.00% | −2,864−9.6% | Reduced |
| Colony Group, LLC | 27,308 | $3.95M | 0.00% | −3,893−12.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 27,432 | $3.97M | 0.03% | +95+0.3% | Added |
| Dean Investment Associates, LLC | 28,072 | $4.06M | 0.57% | +4,311+18.1% | Added |
| Beacon Pointe Advisors, LLC | 28,104 | $4.07M | 0.02% | +28,104 | New |
| CWM, LLC | 28,242 | $4.09M | 0.01% | −1,713−5.7% | Reduced |
| Systematic Financial Management LP | 28,486 | $4.12M | 0.09% | −865−2.9% | Reduced |
| Cardinal Capital Management | 28,614 | $4.14M | 0.53% | +242+0.9% | Added |
| Eurizon Capital SGR S.p.A. | 29,693 | $4.17M | 0.01% | −377−1.3% | Reduced |
| Utah Retirement Systems | 28,982 | $4.20M | 0.04% | −986−3.3% | Reduced |
| NEOS Investment Management LLC | 29,404 | $4.24M | 0.02% | −1,312−4.3% | Reduced |
| Access Investment Management LLC | 29,716 | $4.30M | 1.15% | +55+0.2% | Added |
| Bridgewater Associates, LP | 29,814 | $4.32M | 0.02% | −33,805−53.1% | Reduced |
| Kestra Advisory Services, LLC | 29,934 | $4.33M | 0.02% | +4,577+18.1% | Added |
| Assenagon Asset Management S.A. | 30,036 | $4.35M | 0.01% | +3,669+13.9% | Added |
| Xponance, Inc. | 30,145 | $4.36M | 0.03% | +4,073+15.6% | Added |
| Bokf, NA | 30,402 | $4.40M | 0.07% | −1,945−6.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 30,477 | $4.41M | 0.15% | +371+1.2% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 30,734 | $4.45M | 0.04% | −1,430−4.4% | Reduced |
| Pensionmark Financial Group, LLC | 30,789 | $4.46M | 0.07% | −615−2.0% | Reduced |
| GWM Advisors LLC | 31,020 | $4.49M | 0.02% | −880−2.8% | Reduced |
| JustInvest LLC | 31,335 | $4.54M | 0.04% | +1,619+5.4% | Added |
| Macquarie Group Ltd | 31,655 | $4.58M | 0.03% | +1,134+3.7% | Added |