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 |
|---|---|---|---|---|---|
| NVWM, LLC | 3,721 | $538.8K | 0.12% | +172+4.8% | Added |
| Integrated Advisors Network LLC | 3,697 | $535.3K | 0.03% | −9,121−71.2% | Reduced |
| Capstone Investment Advisors, LLC | 3,676 | $532.2K | 0.00% | +305+9.0% | Added |
| Keating Financial Advisory Services, Inc. | 3,663 | $530.4K | 0.09% | −33−0.9% | Reduced |
| Rehmann Capital Advisory Group | 3,662 | $530.3K | 0.03% | +537+17.2% | Added |
| Fifth Third Wealth Advisors LLC | 3,588 | $519.5K | 0.02% | +361+11.2% | Added |
| Guggenheim Capital LLC | 3,576 | $517.8K | 0.00% | −91−2.5% | Reduced |
| Callan Family Office, LLC | 3,522 | $510.0K | 0.01% | −378−9.7% | Reduced |
| Vise Technologies, Inc. | 3,169 | $508.8K | 0.01% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 3,445 | $498.8K | 0.01% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 3,409 | $493.6K | 0.02% | −3,554−51.0% | Reduced |
| Westerkirk Capital Inc. | 3,400 | $492.3K | 0.05% | −200−5.6% | Reduced |
| Greenleaf Trust | 3,395 | $491.6K | 0.00% | +422+14.2% | Added |
| Atlanta Consulting Group Advisors, LLC | 3,383 | $489.8K | 0.11% | 00.0% | Unchanged |
| Syon Capital LLC | 3,370 | $487.9K | 0.02% | −1,369−28.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 3,356 | $485.9K | 0.03% | −561−14.3% | Reduced |
| Waterloo Capital, L.P. | 3,330 | $482.1K | 0.03% | +85+2.6% | Added |
| Chicago Partners Investment Group LLC | 3,073 | $474.9K | 0.01% | +1,539+100.3% | Added |
| Tower Research Capital LLC (TRC) | 3,264 | $472.6K | 0.01% | −2,831−46.4% | Reduced |
| Brighton Jones LLC | 3,241 | $469.3K | 0.01% | +3,241 | New |
| Beverly Hills Private Wealth, LLC | 3,235 | $468.4K | 0.08% | −46−1.4% | Reduced |
| Visionary Wealth Advisors | 3,227 | $467.2K | 0.02% | −80−2.4% | Reduced |
| Level Four Advisory Services, LLC | 3,223 | $466.7K | 0.02% | +245+8.2% | Added |
| Kingsview Wealth Management, LLC | 3,193 | $462.3K | 0.01% | −17,181−84.3% | Reduced |
| ASR Vermogensbeheer N.V. | 3,171 | $459.1K | 0.01% | +68+2.2% | Added |
| Aaron Wealth Advisors | 3,150 | $456.1K | 0.03% | −1,770−36.0% | Reduced |
| Huntington National Bank | 3,124 | $452.3K | 0.00% | −386−11.0% | Reduced |
| Merit Financial Group, LLC | 3,112 | $450.7K | 0.00% | −718−18.7% | Reduced |
| Loomis Sayles & Co L P | 3,090 | $447.4K | 0.00% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 3,073 | $444.9K | 0.24% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 3,071 | $444.6K | 0.18% | +9+0.3% | Added |
| Bessemer Group Inc | 3,070 | $444.0K | 0.00% | −142−4.4% | Reduced |
| Coquina Private Wealth LLC | 3,064 | $443.6K | 0.36% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,066 | $442.3K | 0.00% | +115+3.9% | Added |
| Brown Brothers Harriman & Co | 2,999 | $434.2K | 0.00% | +389+14.9% | Added |
| Oppenheimer & Co Inc | 2,928 | $423.9K | 0.01% | −45−1.5% | Reduced |
| EntryPoint Capital, LLC | 2,924 | $423.4K | 0.12% | +2,924 | New |
| Tannin Capital LLC | 2,912 | $421.6K | 0.31% | +469+19.2% | Added |
| Shulman DeMeo Asset Management LLC | 2,898 | $419.6K | 0.09% | −27−0.9% | Reduced |
| Kestra Private Wealth Services, LLC | 2,887 | $417.9K | 0.01% | +336+13.2% | Added |
| Venturi Wealth Management, LLC | 2,866 | $415.0K | 0.02% | −201−6.6% | Reduced |
| IFP Advisors, Inc | 2,842 | $411.5K | 0.01% | +1,402+97.4% | Added |
| Sowell Financial Services LLC | 2,829 | $409.7K | 0.02% | −414−12.8% | Reduced |
| TCW Group Inc | 2,827 | $409.3K | 0.00% | +136+5.1% | Added |
| Walleye Capital LLC | 2,822 | $408.6K | 0.00% | −184,515−98.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,813 | $407.3K | 0.10% | +31+1.1% | Added |
| Teacher Retirement System of Texas | 2,797 | $405.0K | 0.00% | −3,483−55.5% | Reduced |
| Ballentine Partners, LLC | 2,779 | $402.4K | 0.01% | +24+0.9% | Added |
| Smartleaf Asset Management LLC | 2,845 | $400.9K | 0.01% | −143−4.8% | Reduced |
| FORM Wealth Advisors, LLC | 2,762 | $399.9K | 0.05% | +8+0.3% | Added |
| Checchi Capital Advisers, LLC | 2,760 | $399.6K | 0.03% | +424+18.2% | Added |
| MTM Investment Management, LLC | 2,752 | $398.5K | 0.13% | 00.0% | Unchanged |
| Anchyra Partners LLC | 2,740 | $396.7K | 0.12% | +2+0.1% | Added |
| Blair William & Co | 2,730 | $395.3K | 0.00% | −158−5.5% | Reduced |
| Argus Investors' Counsel, Inc. | 2,724 | $394.4K | 0.35% | −287−9.5% | Reduced |
| Great Lakes Retirement, Inc. | 2,724 | $394.4K | 0.04% | −238−8.0% | Reduced |
| Cornerstone Wealth Group, LLC | 2,506 | $387.2K | 0.02% | −42−1.6% | Reduced |
| Leuthold Group, LLC | 2,642 | $382.5K | 0.04% | −24,892−90.4% | Reduced |
| Wealthspire Advisors, LLC | 2,641 | $382.3K | 0.00% | −4,592−63.5% | Reduced |
| Pursuit Wealth Strategies, LLC | 2,626 | $380.2K | 0.53% | +6+0.2% | Added |
| Balyasny Asset Management LLC | 2,618 | $379.1K | 0.00% | −127,587−98.0% | Reduced |
| Blue Chip Partners, Inc. | 2,605 | $377.2K | 0.03% | +8+0.3% | Added |
| Agate Pass Investment Management, LLC | 2,582 | $373.8K | 0.15% | −100−3.7% | Reduced |
| Prospera Financial Services Inc | 2,580 | $373.6K | 0.01% | +28+1.1% | Added |
| Calton & Associates, Inc. | 2,557 | $370.2K | 0.05% | 00.0% | Unchanged |
| CX Institutional | 2,543 | $368.0K | 0.01% | +493+24.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,530 | $366.3K | 0.06% | +702+38.4% | Added |
| Phillips Wealth Planners LLC | 2,421 | $365.7K | 0.28% | +8+0.3% | Added |
| RSM US Wealth Management LLC | 2,504 | $362.6K | 0.00% | −930−27.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,498 | $361.7K | 0.01% | −95−3.7% | Reduced |
| AlphaGrep UK Ltd | 2,498 | $361.7K | 0.11% | −1,207−32.6% | Reduced |
| First Eagle Investment Management, LLC | 2,471 | $357.8K | 0.00% | +104+4.4% | Added |
| Meeder Advisory Services, Inc. | 2,469 | $357.5K | 0.01% | +72+3.0% | Added |
| Darwin Advisors, LLC | 2,441 | $353.5K | 0.11% | +8+0.3% | Added |
| Westpac Banking Corp | 2,435 | $352.6K | 0.02% | −45−1.8% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 2,435 | $352.6K | 0.25% | +8+0.3% | Added |
| Evercore Wealth Management, LLC | 2,428 | $351.6K | 0.01% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 2,402 | $347.8K | 0.07% | −14−0.6% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 2,400 | $347.5K | 0.01% | +2,400 | New |
| Vontobel Holding Ltd. | 2,397 | $347.1K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 2,358 | $341.4K | 0.08% | +2,358 | New |
| Samalin Investment Counsel, LLC | 2,350 | $340.3K | 0.12% | −49−2.0% | Reduced |
| Brown Financial Advisors | 2,342 | $339.1K | 0.13% | +2,342 | New |
| Mirabella Financial Services LLP | 2,337 | $338.4K | 0.03% | +2,337 | New |
| Cadent Capital Advisors, LLC | 2,325 | $336.6K | 0.09% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 2,389 | $336.6K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,313 | $334.9K | 0.01% | −100−4.1% | Reduced |
| Integrated Wealth Concepts LLC | 2,283 | $330.6K | 0.00% | +2,283 | New |
| Clarus Group, Inc. | 2,271 | $328.8K | 0.12% | 00.0% | Unchanged |
| TMB Capital Partners, LLC | 2,268 | $328.4K | 0.11% | +141+6.6% | Added |
| Searle & Co. | 2,260 | $327.2K | 0.08% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,227 | $322.4K | 0.00% | +721+47.9% | Added |
| Arbor Investment Advisors, LLC | 2,181 | $315.8K | 0.04% | 00.0% | Unchanged |
| Capula Management Ltd | 2,173 | $314.6K | 0.00% | +846+63.8% | Added |
| Confluence Wealth Services, Inc. | 2,163 | $313.1K | 0.01% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 2,152 | $311.6K | 0.01% | +635+41.9% | Added |
| WSFS Capital Management, LLC | 2,137 | $309.4K | 0.02% | −62−2.8% | Reduced |
| Blueshift Asset Management, LLC | 2,137 | $309.4K | 0.09% | −2,731−56.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 2,135 | $309.1K | 0.02% | −1,293−37.7% | Reduced |
| Essex Financial Services, Inc. | 2,134 | $308.9K | 0.02% | −294−12.1% | Reduced |