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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 17,889 | $2.59M | 0.01% | +3,599+25.2% | Added |
| Public Employees Retirement Association of Colorado | 17,786 | $2.58M | 0.01% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 17,372 | $2.52M | 0.19% | +40.0% | Added |
| State of Alaska, Department of Revenue | 17,319 | $2.51M | 0.03% | −140−0.8% | Reduced |
| Brinker Capital Investments, LLC | 17,095 | $2.48M | 0.02% | −3,557−17.2% | Reduced |
| Voloridge Investment Management, LLC | 17,036 | $2.47M | 0.01% | +17,036 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 16,906 | $2.45M | 0.00% | −37−0.2% | Reduced |
| Cullen Capital Management LLC | 16,866 | $2.44M | 0.03% | +3,582+27.0% | Added |
| Candriam Luxembourg S.C.A. | 16,832 | $2.44M | 0.01% | +56+0.3% | Added |
| Aft, Forsyth & Sober, LLC | 16,500 | $2.39M | 0.73% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 16,400 | $2.37M | 0.19% | +473+3.0% | Added |
| V-Square Quantitative Management LLC | 15,844 | $2.29M | 0.24% | +39+0.2% | Added |
| Mediolanum International Funds Ltd | 15,527 | $2.19M | 0.02% | −1,454−8.6% | Reduced |
| Intellus Advisors LLC | 14,995 | $2.17M | 0.30% | +1,002+7.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 14,874 | $2.14M | 0.01% | −136−0.9% | Reduced |
| Nilsine Partners, LLC | 13,775 | $2.13M | 0.17% | +3,108+29.1% | Added |
| Gulf International Bank (UK) Ltd | 14,619 | $2.12M | 0.05% | +4,765+48.4% | Added |
| Teachers Retirement System of the State of Kentucky | 14,343 | $2.08M | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 14,309 | $2.07M | 0.01% | −84−0.6% | Reduced |
| High Net Worth Advisory Group LLC | 14,265 | $2.07M | 0.48% | +302+2.2% | Added |
| White Pine Capital LLC | 14,205 | $2.06M | 0.56% | −25−0.2% | Reduced |
| Dean Capital Management | 14,181 | $2.05M | 0.85% | +1,859+15.1% | Added |
| Stablepoint Partners, LLC | 14,014 | $2.03M | 0.30% | +369+2.7% | Added |
| Davis Investment Partners, LLC | 13,973 | $2.02M | 0.71% | +41+0.3% | Added |
| Winton Group Ltd | 13,763 | $1.99M | 0.07% | −25,515−65.0% | Reduced |
| Elo Mutual Pension Insurance Co | 13,642 | $1.98M | 0.03% | −5,786−29.8% | Reduced |
| Park Avenue Securities LLC | 13,623 | $1.97M | 0.02% | +13,623 | New |
| Apollon Wealth Management, LLC | 13,612 | $1.97M | 0.03% | −1,142−7.7% | Reduced |
| Inceptionr LLC | 13,595 | $1.96M | 0.47% | +8,961+193.4% | Added |
| Investment Management Corp of Ontario | 13,401 | $1.94M | 0.03% | +600+4.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 13,381 | $1.94M | 0.02% | +13,381 | New |
| Empire Life Investments Inc. | 13,419 | $1.92M | 0.12% | +67+0.5% | Added |
| Heritage Wealth Advisors | 13,186 | $1.91M | 0.07% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 12,901 | $1.87M | 0.01% | −687−5.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 12,827 | $1.86M | 0.02% | −2,159−14.4% | Reduced |
| William B. Walkup & Associates, Inc. | 13,335 | $1.85M | 1.11% | +289+2.2% | Added |
| M&T Bank Corp | 12,720 | $1.84M | 0.01% | −472−3.6% | Reduced |
| Klingman & Associates, LLC | 12,243 | $1.77M | 0.08% | +18+0.1% | Added |
| Brevan Howard Capital Management LP | 11,970 | $1.73M | 0.02% | +10,086+535.4% | Added |
| United Capital Financial Advisers, LLC | 11,965 | $1.73M | 0.01% | −7,948−39.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 11,917 | $1.73M | 0.04% | −451−3.6% | Reduced |
| Oarsman Capital, Inc. | 11,814 | $1.71M | 0.21% | +99+0.8% | Added |
| Fairtree Asset Management (Pty) Ltd | 11,665 | $1.69M | 0.78% | 00.0% | Unchanged |
| Bank of New Hampshire | 11,569 | $1.68M | 0.38% | −7−0.1% | Reduced |
| Virtus Investment Advisers, Inc. | 11,228 | $1.63M | 0.45% | −716−6.0% | Reduced |
| Allen Investment Management LLC | 11,150 | $1.61M | 0.02% | 00.0% | Unchanged |
| We Are One Seven, LLC | 11,126 | $1.61M | 0.03% | −11,329−50.5% | Reduced |
| Caisse de Depot Et Placement du Quebec | 11,030 | $1.60M | 0.00% | −19,014−63.3% | Reduced |
| Norinchukin Bank, The | 10,924 | $1.58M | 0.02% | −12−0.1% | Reduced |
| Jane Street Group, LLC | 10,778 | $1.56M | 0.00% | −21,682−66.8% | Reduced |
| Capital Fund Management S.A. | 10,730 | $1.55M | 0.01% | −65,277−85.9% | Reduced |
| Keybank National Association | 10,694 | $1.55M | 0.01% | −159−1.5% | Reduced |
| Mizuho Securities USA LLC | 10,604 | $1.54M | 0.04% | −2,234−17.4% | Reduced |
| Wedmont Private Capital | 10,354 | $1.53M | 0.05% | −74−0.7% | Reduced |
| Natixis | 10,309 | $1.49M | 0.01% | −24,216−70.1% | Reduced |
| King Luther Capital Management Corp | 10,192 | $1.48M | 0.01% | −142−1.4% | Reduced |
| Hartford Investment Management Co | 10,087 | $1.46M | 0.05% | −203−2.0% | Reduced |
| Golden Road Advisors LLC | 10,061 | $1.46M | 0.84% | +10,061 | New |
| TCG Advisory Services, LLC | 9,962 | $1.44M | 0.04% | +386+4.0% | Added |
| Campbell & CO Investment Adviser LLC | 9,943 | $1.44M | 0.08% | −32,892−76.8% | Reduced |
| FORA Capital, LLC | 9,776 | $1.42M | 0.10% | +9,776 | New |
| GHP Investment Advisors, Inc. | 9,680 | $1.40M | 0.06% | +1,583+19.6% | Added |
| Sanibel Captiva Trust Company, Inc. | 9,679 | $1.40M | 0.04% | +35+0.4% | Added |
| Western Wealth Management, LLC | 9,634 | $1.40M | 0.05% | +9,634 | New |
| Crossmark Global Holdings, Inc. | 9,611 | $1.39M | 0.02% | −6,833−41.6% | Reduced |
| Gladstone Institutional Advisory LLC | 9,581 | $1.39M | 0.05% | +671+7.5% | Added |
| Meridian Wealth Advisors, LLC | 9,579 | $1.39M | 0.18% | +10+0.1% | Added |
| Banque Cantonale Vaudoise | 9,557 | $1.38M | 0.05% | −2,339−19.7% | Reduced |
| RMB Capital Management, LLC | 9,550 | $1.38M | 0.02% | +56+0.6% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 9,500 | $1.38M | 0.07% | 00.0% | Unchanged |
| Atlas Wealth LLC | 9,475 | $1.37M | 0.41% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 9,300 | $1.35M | 1.24% | +8,900+2,225.0% | Added |
| Advocacy Wealth Management Services, LLC | 9,262 | $1.34M | 0.06% | −12−0.1% | Reduced |
| Gator Capital Management, LLC | 9,253 | $1.34M | 0.29% | +9,253 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 9,236 | $1.34M | 0.01% | −4,861−34.5% | Reduced |
| Osmosis Investment Management UK Ltd | 9,111 | $1.32M | 0.04% | +4,613+102.6% | Added |
| Patton Fund Management, Inc. | 9,008 | $1.30M | 0.22% | −12,771−58.6% | Reduced |
| Sequoia Financial Advisors, LLC | 9,001 | $1.30M | 0.01% | −236−2.6% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 8,939 | $1.29M | 0.06% | +774+9.5% | Added |
| Louisiana State Employees Retirement System | 8,900 | $1.29M | 0.02% | −100−1.1% | Reduced |
| Maryland State Retirement & Pension System | 8,886 | $1.29M | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 8,848 | $1.28M | 0.01% | −42−0.5% | Reduced |
| Pacer Advisors, Inc. | 8,772 | $1.27M | 0.00% | −5,200−37.2% | Reduced |
| Toroso Investments, LLC | 8,788 | $1.27M | 0.00% | +4,527+106.2% | Added |
| Commerce Bank | 8,612 | $1.25M | 0.01% | −661−7.1% | Reduced |
| Bill Few Associates, Inc. | 8,595 | $1.24M | 0.30% | 00.0% | Unchanged |
| Signaturefd, LLC | 8,514 | $1.23M | 0.02% | −21−0.2% | Reduced |
| Glenmede Trust Co NA | 8,514 | $1.23M | 0.01% | −172−2.0% | Reduced |
| Atlantic Union Bankshares Corp | 8,477 | $1.23M | 0.02% | +30.0% | Added |
| Chiron Capital Management, LLC | 8,450 | $1.22M | 1.25% | +8,450 | New |
| Formidable Asset Management, LLC | 7,618 | $1.22M | 0.19% | +20.0% | Added |
| Abn Amro Investment Solutions | 8,437 | $1.22M | 0.02% | +1,255+17.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 8,412 | $1.22M | 0.03% | −678−7.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 8,389 | $1.21M | 0.06% | +335+4.2% | Added |
| Andrew Hill Investment Advisors, Inc. | 8,170 | $1.18M | 1.05% | +8,170 | New |
| New Mexico Educational Retirement Board | 8,075 | $1.17M | 0.04% | 00.0% | Unchanged |
| Tower Bridge Advisors | 8,059 | $1.17M | 0.11% | 00.0% | Unchanged |
| Vident Advisory, LLC | 8,050 | $1.17M | 0.01% | −12,022−59.9% | Reduced |
| TT International Asset Management LTD | 8,022 | $1.16M | 0.13% | +8,022 | New |
| Trust Co of Toledo NA | 7,998 | $1.16M | 0.11% | 00.0% | Unchanged |