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 |
|---|---|---|---|---|---|
| ING Groep NV | 7,967 | $1.15M | 0.01% | −171−2.1% | Reduced |
| Alpine Woods Capital Investors, LLC | 7,916 | $1.15M | 0.28% | −2,482−23.9% | Reduced |
| Consolidated Planning Corp | 7,862 | $1.14M | 0.18% | −321−3.9% | Reduced |
| CAPROCK Group, Inc. | 7,732 | $1.12M | 0.03% | −2,049−20.9% | Reduced |
| Capital Investment Advisors, LLC | 7,698 | $1.11M | 0.02% | +62+0.8% | Added |
| Fulton Bank, N.A. | 7,677 | $1.11M | 0.04% | +261+3.5% | Added |
| JSF Financial, LLC | 7,621 | $1.10M | 0.22% | +459+6.4% | Added |
| Metis Global Partners, LLC | 7,564 | $1.10M | 0.03% | −679−8.2% | Reduced |
| Rockefeller Capital Management L.P. | 7,474 | $1.08M | 0.00% | +459+6.5% | Added |
| Muirfield Wealth Advisors LLC | 7,437 | $1.08M | 0.79% | +347+4.9% | Added |
| RFG - Bristol Wealth Advisors, LLC | 7,339 | $1.06M | 0.29% | −189−2.5% | Reduced |
| Adelphi Trust Co | 7,321 | $1.06M | 0.86% | 00.0% | Unchanged |
| Woodline Partners LP | 7,317 | $1.06M | 0.00% | −23,006−75.9% | Reduced |
| Lebenthal Global Advisors, LLC | 7,308 | $1.06M | 0.15% | +3,745+105.1% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 7,240 | $1.05M | 0.58% | +408+6.0% | Added |
| Oxford Financial Group Ltd | 7,213 | $1.04M | 0.06% | −114−1.6% | Reduced |
| MUFG Securities EMEA plc | 7,191 | $1.04M | 0.02% | −37−0.5% | Reduced |
| Gateway Investment Advisers LLC | 7,159 | $1.04M | 0.01% | +1,112+18.4% | Added |
| Intech Investment Management LLC | 7,142 | $1.03M | 0.01% | −1,886−20.9% | Reduced |
| West Michigan Advisors, LLC | 7,140 | $1.03M | 0.23% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 6,963 | $1.01M | 0.04% | 00.0% | Unchanged |
| Saudi Central Bank | 6,924 | $1.00M | 0.02% | +6,924 | New |
| Skylands Capital, LLC | 6,725 | $970.1K | 0.13% | +2,288+51.6% | Added |
| Vestcor Inc | 6,636 | $961.0K | 0.03% | 00.0% | Unchanged |
| Intrust Bank NA | 6,630 | $960.0K | 0.08% | +292+4.6% | Added |
| One + One Wealth Management, LLC | 6,450 | $933.9K | 0.39% | −683−9.6% | Reduced |
| Yorktown Management & Research Co Inc | 6,450 | $933.9K | 0.78% | 00.0% | Unchanged |
| Stephens Inc | 6,434 | $931.6K | 0.01% | −65−1.0% | Reduced |
| GAMMA Investing LLC | 6,399 | $926.5K | 0.04% | −308−4.6% | Reduced |
| Twin Capital Management Inc | 6,346 | $918.8K | 0.12% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 6,250 | $904.9K | 0.04% | 00.0% | Unchanged |
| Empirical Finance, LLC | 6,213 | $899.6K | 0.04% | −16−0.3% | Reduced |
| E. Ohman J:or Asset Management AB | 6,017 | $871.2K | 0.02% | −1,200−16.6% | Reduced |
| Uniting Wealth Partners, LLC | 6,006 | $869.6K | 0.19% | −300−4.8% | Reduced |
| Generali Asset Management SPA SGR | 5,958 | $862.7K | 0.02% | −6,380−51.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 5,900 | $854.3K | 0.03% | +5,900 | New |
| Guinness Asset Management LTD | 5,879 | $851.2K | 0.01% | −63−1.1% | Reduced |
| Jump Financial, LLC | 5,850 | $847.0K | 0.01% | +5,850 | New |
| Y-Intercept (Hong Kong) Ltd | 5,830 | $844.1K | 0.02% | +2,187+60.0% | Added |
| AlphaCore Capital LLC | 5,741 | $831.3K | 0.02% | −1,959−25.4% | Reduced |
| Systematic Alpha Investments, LLC | 5,700 | $825.3K | 0.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 5,287 | $816.0K | 0.02% | +56+1.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,613 | $812.7K | 0.01% | −21−0.4% | Reduced |
| Intact Investment Management Inc. | 5,500 | $796.3K | 0.02% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 5,451 | $789.3K | 0.08% | +662+13.8% | Added |
| Signature Wealth Management Group | 5,415 | $784.0K | 0.30% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,384 | $779.5K | 0.01% | −40−0.7% | Reduced |
| AE Wealth Management LLC | 5,306 | $768.2K | 0.00% | +5,306 | New |
| Ronald Blue Trust, Inc. | 5,300 | $767.4K | 0.01% | +163+3.2% | Added |
| HB Wealth Management, LLC | 5,246 | $759.6K | 0.00% | +410+8.5% | Added |
| Evergreen Capital Management LLC | 5,202 | $753.2K | 0.02% | +2,734+110.8% | Added |
| North Dakota State Investment Board | 5,154 | $746.2K | 0.03% | −1,120−17.9% | Reduced |
| Gsa Capital Partners LLP | 5,152 | $746.0K | 0.05% | +5,152 | New |
| Peak Planning Group, LLC | 5,140 | $744.2K | 0.21% | −1,038−16.8% | Reduced |
| Bradley Foster & Sargent Inc | 5,039 | $729.6K | 0.01% | −574−10.2% | Reduced |
| Net Worth Advisory Group | 5,030 | $728.3K | 0.15% | −19−0.4% | Reduced |
| denkapparat Operations GmbH | 5,016 | $726.3K | 0.30% | +502+11.1% | Added |
| Millennium Management LLC | 5,013 | $725.8K | 0.00% | −277,590−98.2% | Reduced |
| Coldstream Capital Management Inc | 4,988 | $722.2K | 0.01% | +478+10.6% | Added |
| Bridgewater Advisors Inc. | 4,678 | $717.8K | 0.04% | −583−11.1% | Reduced |
| Laird Norton Trust Company, LLC | 4,928 | $713.5K | 0.02% | +124+2.6% | Added |
| Wealthcare Advisory Partners LLC | 4,890 | $708.1K | 0.01% | −125−2.5% | Reduced |
| EFG International AG | 4,868 | $704.8K | 0.02% | +20.0% | Added |
| MUFG Securities Americas Inc. | 4,854 | $702.8K | 0.05% | +104+2.2% | Added |
| Tranquility Partners, LLC | 4,847 | $701.8K | 0.26% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 4,811 | $696.6K | 0.05% | 00.0% | Unchanged |
| Avanza Fonder AB | 4,790 | $693.5K | 0.02% | +100+2.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 4,740 | $686.4K | 0.00% | −458−8.8% | Reduced |
| Principal Street Partners, LLC | 4,698 | $680.2K | 0.11% | +288+6.5% | Added |
| Securian Asset Management, Inc | 4,680 | $677.6K | 0.03% | −100−2.1% | Reduced |
| one8zero8, LLC | 4,637 | $671.4K | 0.15% | 00.0% | Unchanged |
| Lido Advisors, LLC | 4,612 | $668.0K | 0.00% | +631+15.9% | Added |
| Citizens Financial Group Inc | 4,612 | $667.8K | 0.01% | −40,090−89.7% | Reduced |
| Nomura Holdings Inc | 4,588 | $664.3K | 0.01% | −122−2.6% | Reduced |
| Plato Investment Management Ltd | 4,559 | $660.5K | 0.04% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 4,538 | $657.1K | 0.13% | +232+5.4% | Added |
| Wetzel Investment Advisors, Inc. | 4,529 | $655.8K | 0.26% | +500+12.4% | Added |
| Quadrant Capital Group LLC | 4,523 | $654.9K | 0.02% | +143+3.3% | Added |
| Canada Post Corp Registered Pension Plan | 4,483 | $649.1K | 0.03% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 4,414 | $639.1K | 0.01% | +62+1.4% | Added |
| Tema ETFs LLC | 4,383 | $634.6K | 0.04% | +21+0.5% | Added |
| Northwestern Mutual Wealth Management Co | 4,283 | $620.2K | 0.00% | +552+14.8% | Added |
| STRS Ohio | 4,265 | $617.5K | 0.00% | −7−0.2% | Reduced |
| Harrell Investment Partners, LLC | 4,182 | $605.5K | 0.14% | −10−0.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 4,118 | $596.2K | 0.03% | +297+7.8% | Added |
| Great Valley Advisor Group, Inc. | 4,074 | $589.9K | 0.01% | −10.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 4,148 | $589.8K | 0.02% | −2,308−35.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,927 | $568.6K | 0.09% | +3,927 | New |
| Tectonic Advisors LLC | 3,889 | $563.0K | 0.03% | +433+12.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,876 | $561.0K | 0.00% | +1,879+94.1% | Added |
| Norden Group LLC | 3,873 | $560.8K | 0.05% | −309−7.4% | Reduced |
| Crestwood Advisors Group LLC | 3,854 | $558.0K | 0.01% | −1,708−30.7% | Reduced |
| Savant Capital, LLC | 3,828 | $554.3K | 0.00% | +170+4.6% | Added |
| Global Financial Private Client, LLC | 3,821 | $553.2K | 0.18% | +25+0.7% | Added |
| Qsemble Capital Management, LP | 3,814 | $552.2K | 0.04% | +3,814 | New |
| Benjamin Edwards Inc | 3,813 | $552.0K | 0.01% | +224+6.2% | Added |
| Legacy Financial Advisors, Inc. | 3,787 | $548.3K | 0.08% | +3,787 | New |
| Prudential PLC | 3,777 | $546.9K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 3,764 | $545.0K | 0.33% | −1,488−28.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,744 | $542.1K | 0.00% | 00.0% | Unchanged |