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 |
|---|---|---|---|---|---|
| Bruce G. Allen Investments, LLC | 1,063 | $153.9K | 0.10% | −10−0.9% | Reduced |
| Penserra Capital Management LLC | 1,024 | $148.0K | 0.00% | +30+3.0% | Added |
| Kentucky Trust Co | 980 | $141.9K | 0.07% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 975 | $141.2K | 0.01% | +975 | New |
| Camden Capital, LLC | 954 | $138.1K | 0.01% | −855−47.3% | Reduced |
| Colonial Trust Co | 939 | $136.0K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 920 | $133.2K | 0.03% | +7+0.8% | Added |
| Parkside Financial Bank & Trust | 779 | $112.8K | 0.01% | +54+7.4% | Added |
| Federated Hermes, Inc. | 761 | $110.2K | 0.00% | −17−2.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 732 | $106.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 723 | $104.7K | 0.02% | +2+0.3% | Added |
| DT Investment Partners, LLC | 719 | $104.1K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 694 | $100.5K | 0.00% | −53−7.1% | Reduced |
| Larson Financial Group LLC | 693 | $100.3K | 0.00% | −19−2.7% | Reduced |
| First Horizon Corp | 680 | $98.5K | 0.00% | +13+1.9% | Added |
| CVA Family Office, LLC | 670 | $97.0K | 0.01% | +104+18.4% | Added |
| Clearstead Advisors, LLC | 633 | $91.7K | 0.00% | +72+12.8% | Added |
| GGM Financials LLC | 621 | $90.0K | 0.04% | +1+0.2% | Added |
| Leonteq Securities AG | 607 | $87.9K | 0.01% | −1,386−69.5% | Reduced |
| Versant Capital Management, Inc | 597 | $86.4K | 0.01% | −44−6.9% | Reduced |
| Rothschild Investment LLC | 583 | $84.4K | 0.00% | −720−55.3% | Reduced |
| Osterweis Capital Management Inc | 560 | $81.1K | 0.00% | +560 | New |
| Wellington Grp LLC | 547 | $79.2K | 0.02% | −149−21.4% | Reduced |
| CrossGen Wealth, LLC | 541 | $78.4K | 0.07% | −727−57.3% | Reduced |
| Capital Advisors, Ltd. LLC | 531 | $77.0K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 529 | $76.6K | 0.03% | +529 | New |
| Foster Dykema Cabot & Partners, LLC | 500 | $72.4K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 496 | $71.8K | 0.04% | 00.0% | Unchanged |
| Onefund, LLC | 484 | $69.4K | 0.04% | −54−10.0% | Reduced |
| Sunbelt Securities, Inc. | 479 | $69.3K | 0.00% | +1+0.2% | Added |
| HM Payson & Co | 450 | $65.2K | 0.00% | −25−5.3% | Reduced |
| Resources Management Corp | 452 | $65.0K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 437 | $63.3K | 0.01% | −2,231−83.6% | Reduced |
| Advisory Services Network, LLC | 425 | $61.6K | 0.00% | −1,053−71.2% | Reduced |
| Zions Bancorporation, National Association | 413 | $59.8K | 0.00% | −84−16.9% | Reduced |
| Root Financial Partners, LLC | 404 | $58.5K | 0.00% | +76+23.2% | Added |
| Private Trust Co NA | 388 | $56.2K | 0.01% | −28−6.7% | Reduced |
| Cornerstone Planning Group LLC | 347 | $55.1K | 0.01% | +19+5.8% | Added |
| Trust Co | 379 | $54.9K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 379 | $54.8K | 0.00% | +2+0.5% | Added |
| Alerus Financial NA | 362 | $52.4K | 0.00% | −1−0.3% | Reduced |
| Deseret Mutual Benefit Administrators | 360 | $52.1K | 0.02% | +168+87.5% | Added |
| Dorato Capital Management | 342 | $50.6K | 0.04% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 331 | $48.0K | 0.00% | −42−11.3% | Reduced |
| Stephenson National Bank & Trust | 325 | $47.1K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 318 | $46.0K | 0.01% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 315 | $45.6K | 0.03% | +315 | New |
| Operose Advisors LLC | 280 | $40.5K | 0.01% | −20−6.7% | Reduced |
| Atlantic Trust, LLC | 275 | $39.8K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 270 | $39.1K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 258 | $37.4K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 258 | $37.4K | 0.00% | +228+760.0% | Added |
| Covestor Ltd | 257 | $37.0K | 0.03% | −226−46.8% | Reduced |
| Hilton Head Capital Partners, LLC | 220 | $31.9K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 208 | $30.1K | 0.00% | −2−1.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 199 | $28.8K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 187 | $26.6K | 0.00% | −65−25.8% | Reduced |
| Valley National Advisers Inc | 174 | $25.0K | 0.00% | −7−3.9% | Reduced |
| Creative Financial Designs Inc | 165 | $23.9K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 161 | $23.3K | 0.00% | −21−11.5% | Reduced |
| Fortitude Family Office, LLC | 157 | $22.7K | 0.01% | +29+22.7% | Added |
| Johnson Financial Group, Inc. | 153 | $22.2K | 0.00% | −10−6.1% | Reduced |
| GW&K Investment Management, LLC | 149 | $22.0K | 0.00% | +15+11.2% | Added |
| Westside Investment Management, Inc. | 154 | $21.9K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 149 | $21.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 144 | $20.9K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 131 | $19.0K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 126 | $18.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 124 | $18.1K | 0.00% | +1+0.8% | Added |
| Smithfield Trust Co | 120 | $17.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 117 | $16.9K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 116 | $16.8K | 0.00% | +116 | New |
| Barnes Dennig Private Wealth Management LLC | 115 | $16.7K | 0.02% | +115 | New |
| First Command Advisory Services, Inc. | 114 | $16.5K | 0.00% | +97+570.6% | Added |
| Prestige Wealth Management Group LLC | 111 | $16.1K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 109 | $15.8K | 0.00% | +1+0.9% | Added |
| Whittier Trust Co of Nevada Inc | 111 | $15.7K | 0.00% | −21−15.9% | Reduced |
| Oakworth Capital, Inc. | 102 | $14.8K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 98 | $14.2K | 0.01% | +14+16.7% | Added |
| Horizon Financial Services, LLC | 94 | $13.6K | 0.01% | +50+113.6% | Added |
| Princeton Global Asset Management LLC | 88 | $12.7K | 0.00% | −157−64.1% | Reduced |
| Glen Eagle Advisors, LLC | 86 | $12.5K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 82 | $11.9K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 82 | $11.9K | 0.01% | −229−73.6% | Reduced |
| South State Corp. | 81 | $11.7K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 81 | $11.7K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 80 | $11.6K | 0.00% | +80 | New |
| Manchester Capital Management LLC | 78 | $11.3K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 78 | $11.3K | 0.01% | +78 | New |
| Golden State Wealth Management, LLC | 75 | $10.9K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 75 | $10.9K | 0.00% | −45−37.5% | Reduced |
| Napier Financial, LLC | 75 | $10.9K | 0.00% | +75 | New |
| Creative Capital Management Investments LLC | 74 | $10.7K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 73 | $10.6K | 0.00% | +73 | New |
| Kingdom Financial Group LLC. | 73 | $10.6K | 0.00% | +73 | New |
| Joseph Group Capital Management | 68 | $9.85K | 0.00% | +68 | New |
| Rossby Financial, LCC | 68 | $9.75K | 0.00% | −97−58.8% | Reduced |
| Swiss Re Ltd | 66 | $9.56K | 0.06% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 64 | $9.27K | 0.00% | +64 | New |
| Kemnay Advisory Services Inc. | 63 | $9.12K | 0.00% | +17+37.0% | Added |