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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 2,132 | $308.7K | 0.00% | −1,135−34.7% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 2,106 | $304.9K | 0.02% | +48+2.3% | Added |
| Sun Financial Inc | 1,941 | $302.0K | 0.15% | −53−2.7% | Reduced |
| Everence Capital Management Inc | 2,080 | $301.0K | 0.02% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 2,078 | $300.9K | 0.04% | +8+0.4% | Added |
| Collective Family Office LLC | 2,062 | $298.6K | 0.07% | −826−28.6% | Reduced |
| Mather Group, LLC. | 2,049 | $296.7K | 0.00% | −7−0.3% | Reduced |
| Trust Asset Management LLC | 2,040 | $295.4K | 0.02% | 00.0% | Unchanged |
| Horizon Advisory Services, Inc. | 2,030 | $293.9K | 0.15% | −61−2.9% | Reduced |
| Allred Capital Management, LLC | 2,028 | $293.8K | 0.11% | +10+0.5% | Added |
| Great Lakes Advisors, LLC | 2,024 | $293.1K | 0.00% | +266+15.1% | Added |
| Flagship Harbor Advisors, LLC | 2,003 | $290.0K | 0.01% | −15−0.7% | Reduced |
| Principle Wealth Partners LLC | 2,000 | $289.6K | 0.02% | −5−0.2% | Reduced |
| Koshinski Asset Management, Inc. | 1,991 | $288.3K | 0.02% | +49+2.5% | Added |
| OpenArc Corporate Advisory, LLC | 1,968 | $284.9K | 0.00% | +1,968 | New |
| Delta Asset Management LLC | 1,962 | $284.1K | 0.03% | +1,362+227.0% | Added |
| Catalyst Funds Management Pty Ltd | 1,942 | $281.2K | 0.05% | −458−19.1% | Reduced |
| Spire Wealth Management | 1,934 | $280.0K | 0.01% | +1,907+7,063.0% | Added |
| Pinnacle Financial Partners, Inc. | 1,929 | $279.4K | 0.00% | −30−1.5% | Reduced |
| Stonebrook Private Inc. | 1,901 | $275.3K | 0.06% | −392−17.1% | Reduced |
| MQS Management LLC | 1,872 | $271.0K | 0.18% | +153+8.9% | Added |
| Dynamic Advisor Solutions LLC | 1,849 | $267.8K | 0.01% | −14−0.8% | Reduced |
| Southeast Asset Advisors Inc. | 1,846 | $267.3K | 0.03% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 1,837 | $266.0K | 0.00% | −208−10.2% | Reduced |
| Central Trust Co | 1,833 | $265.4K | 0.01% | +41+2.3% | Added |
| First Bank & Trust | 1,832 | $265.3K | 0.04% | +23+1.3% | Added |
| Ostrum Asset Management | 1,826 | $264.4K | 0.01% | +27+1.5% | Added |
| Jefferies Financial Group Inc. | 1,816 | $262.9K | 0.00% | +1,816 | New |
| Henderson Brothers Financial Partners, LLC | 1,814 | $262.6K | 0.07% | +1,814 | New |
| Farther Finance Advisors, LLC | 1,829 | $262.3K | 0.00% | +101+5.8% | Added |
| Novare Capital Management LLC | 1,809 | $261.9K | 0.02% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 1,801 | $260.8K | 0.04% | −370−17.0% | Reduced |
| TD Private Client Wealth LLC | 1,794 | $259.8K | 0.01% | +1,615+902.2% | Added |
| Parallel Advisors, LLC | 1,791 | $259.4K | 0.00% | +35+2.0% | Added |
| Aspire Growth Partners LLC | 1,777 | $257.4K | 0.18% | +154+9.5% | Added |
| First United Bank Trust | 1,770 | $256.3K | 0.08% | −360−16.9% | Reduced |
| Oslo Pensjonsforsikring AS | 1,770 | $256.3K | 0.04% | +1,770 | New |
| GTS Securities LLC | 1,766 | $255.7K | 0.01% | −774−30.5% | Reduced |
| NewEdge Wealth, LLC | 1,746 | $252.9K | 0.00% | −1,236−41.4% | Reduced |
| DRW Securities, LLC | 1,737 | $251.5K | 0.01% | −1,758−50.3% | Reduced |
| Sagespring Wealth Partners, LLC | 1,734 | $251.1K | 0.00% | −281−13.9% | Reduced |
| Berkshire Asset Management LLC | 1,733 | $250.9K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,716 | $248.4K | 0.01% | +138+8.7% | Added |
| Edgestream Partners, L.P. | 1,698 | $245.9K | 0.01% | +1,698 | New |
| Cigna Investments Inc | 1,689 | $245.0K | 0.04% | −161−8.7% | Reduced |
| Exchange Traded Concepts, LLC | 1,672 | $242.1K | 0.00% | +344+25.9% | Added |
| Edmp, Inc. | 1,662 | $240.6K | 0.19% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 1,660 | $240.4K | 0.06% | −3,337−66.8% | Reduced |
| SRS Capital Advisors, Inc. | 1,658 | $240.1K | 0.01% | +994+149.7% | Added |
| Inscription Capital, LLC | 1,653 | $239.3K | 0.03% | −169−9.3% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,638 | $237.2K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,651 | $236.5K | 0.00% | +1,621+5,403.3% | Added |
| Central Bank & Trust Co | 1,626 | $235.4K | 0.04% | −64−3.8% | Reduced |
| Belpointe Asset Management LLC | 1,619 | $234.5K | 0.01% | −4,029−71.3% | Reduced |
| Nicolet Bankshares Inc | 1,631 | $233.9K | 0.01% | +1,631 | New |
| Dorsey & Whitney Trust CO LLC | 1,614 | $233.6K | 0.01% | +106+7.0% | Added |
| Valeo Financial Advisors, LLC | 1,611 | $233.2K | 0.01% | −361−18.3% | Reduced |
| Smith Partners Wealth Management, LLC | 1,600 | $231.7K | 0.21% | 00.0% | Unchanged |
| Carson Advisory Inc. | 1,586 | $229.6K | 0.12% | 00.0% | Unchanged |
| Financial Planning Hawaii, Inc. | 1,585 | $229.5K | 0.14% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 1,585 | $229.5K | 0.01% | +1,585 | New |
| Ameritas Investment Partners, Inc. | 1,573 | $227.8K | 0.01% | −44−2.7% | Reduced |
| Frec Markets, Inc. | 1,565 | $226.6K | 0.04% | +1,565 | New |
| Eldridge Investment Advisors, Inc. | 1,563 | $225.5K | 0.05% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 1,552 | $224.7K | 0.01% | −14,582−90.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 1,527 | $221.2K | 0.01% | −337−18.1% | Reduced |
| Suncoast Equity Management | 1,526 | $220.9K | 0.03% | 00.0% | Unchanged |
| Plan Group Financial, LLC | 1,522 | $220.4K | 0.05% | +1,522 | New |
| Sax Wealth Advisors, LLC | 1,369 | $219.8K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,510 | $218.6K | 0.01% | −324−17.7% | Reduced |
| Stratos Wealth Advisors, LLC | 1,507 | $218.3K | 0.01% | −61−3.9% | Reduced |
| Ofi Invest Asset Management | 1,732 | $217.7K | 0.00% | +503+40.9% | Added |
| Circle Wealth Management, LLC | 1,493 | $216.2K | 0.00% | 00.0% | Unchanged |
| Evolve Private Wealth, LLC | 1,474 | $213.4K | 0.01% | −13,013−89.8% | Reduced |
| Catalyst Capital Advisors LLC | 1,470 | $212.8K | 0.00% | −1,090−42.6% | Reduced |
| Prelude Capital Management, LLC | 1,469 | $212.7K | 0.02% | −251−14.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,455 | $210.7K | 0.01% | +113+8.4% | Added |
| Snowden Capital Advisors LLC | 1,452 | $210.3K | 0.01% | +42+3.0% | Added |
| Journey Strategic Wealth LLC | 1,450 | $209.9K | 0.01% | −122−7.8% | Reduced |
| Kera Capital Partners, Inc. | 1,448 | $209.7K | 0.03% | −5−0.3% | Reduced |
| Kooman & Associates | 1,445 | $209.2K | 0.06% | −3−0.2% | Reduced |
| Angeles Wealth Management, LLC | 1,441 | $208.6K | 0.01% | +117+8.8% | Added |
| Private Advisor Group, LLC | 1,430 | $207.1K | 0.00% | −222−13.4% | Reduced |
| Moseley Investment Management Inc | 1,425 | $206.3K | 0.07% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 1,414 | $204.8K | 0.00% | +10+0.7% | Added |
| Assetmark, Inc | 1,404 | $203.3K | 0.00% | +373+36.2% | Added |
| Cohen & Steers, Inc. | 1,400 | $203.0K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 1,401 | $202.9K | 0.00% | −767−35.4% | Reduced |
| Market Street Wealth Management Advisors LLC | 1,398 | $202.4K | 0.03% | −1−0.1% | Reduced |
| CenterStar Asset Management, LLC | 1,396 | $202.1K | 0.19% | +1,396 | New |
| Independent Financial Group, LLC | 1,393 | $201.7K | 0.00% | −32−2.2% | Reduced |
| Brown Advisory Inc | 1,388 | $201.0K | 0.00% | −297−17.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,387 | $200.8K | 0.02% | +16+1.2% | Added |
| State of Wyoming | 1,372 | $198.7K | 0.02% | +52+3.9% | Added |
| Allworth Financial LP | 1,348 | $195.2K | 0.00% | +215+19.0% | Added |
| Walleye Trading LLC | 1,262 | $182.7K | 0.00% | −4,310−77.4% | Reduced |
| South Dakota Investment Council | 1,250 | $181.0K | 0.00% | +750+150.0% | Added |
| Caldwell Trust Co | 1,248 | $180.7K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 1,234 | $178.7K | 0.00% | +218+21.5% | Added |
| Purpose Unlimited Inc. | 1,200 | $173.7K | 0.01% | 00.0% | Unchanged |