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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.

Institutional holdersQ1 2026: 925 institutions
Q1 2021: 552 institutionsQ2 2021: 565 institutionsQ3 2021: 583 institutionsQ4 2021: 638 institutionsQ1 2022: 664 institutionsQ2 2022: 657 institutionsQ3 2022: 666 institutionsQ4 2022: 701 institutionsQ1 2023: 664 institutionsQ2 2023: 644 institutionsQ3 2023: 658 institutionsQ4 2023: 720 institutionsQ1 2024: 729 institutionsQ2 2024: 751 institutionsQ3 2024: 768 institutionsQ4 2024: 840 institutionsQ1 2025: 858 institutionsQ2 2025: 857 institutionsQ3 2025: 894 institutionsQ4 2025: 936 institutionsQ1 2026: 925 institutionsQ2 2026: 904 institutions
Value heldQ1 2026: $22.0B
Q1 2021: $12.3BQ2 2021: $13.2BQ3 2021: $14.0BQ4 2021: $15.5BQ1 2022: $17.3BQ2 2022: $14.3BQ3 2022: $16.1BQ4 2022: $17.5BQ1 2023: $14.8BQ2 2023: $16.5BQ3 2023: $15.7BQ4 2023: $17.4BQ1 2024: $19.9BQ2 2024: $18.9BQ3 2024: $19.1BQ4 2024: $23.9BQ1 2025: $21.8BQ2 2025: $23.8BQ3 2025: $26.0BQ4 2025: $24.6BQ1 2026: $22.0BQ2 2026: $23.1B
Institutions holding RJF and their total value by quarter
QuarterHoldersValue
Q2 2026904$23.1B
Q1 2026925$22.0B
Q4 2025936$24.6B
Q3 2025894$26.0B
Q2 2025857$23.8B
Q1 2025858$21.8B
Q4 2024840$23.9B
Q3 2024768$19.1B
Q2 2024751$18.9B
Q1 2024729$19.9B
Q4 2023720$17.4B
Q3 2023658$15.7B
Q2 2023644$16.5B
Q1 2023664$14.8B
Q4 2022701$17.5B
Q3 2022666$16.1B
Q2 2022657$14.3B
Q1 2022664$17.3B
Q4 2021638$15.5B
Q3 2021583$14.0B
Q2 2021565$13.2B
Q1 2021552$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.

Institutions holding RJF in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Bogart Wealth, LLC63$9.12K0.00%+47+293.8%Added
Avion Wealth63$9.00K0.00%+9+16.7%Added
Key Financial Inc62$8.98K0.00%00.0%Unchanged
Private Wealth Management Group, LLC62$8.98K0.00%00.0%Unchanged
Chilton Capital Management LLC62$8.98K0.00%+62New
Timothy G. Youngquist 2020 Irrevocable Trust62$8.98K0.00%+62New
Anchor Investment Management, LLC61$8.83K0.00%00.0%Unchanged
SHP Wealth Management60$8.65K0.00%+41+215.8%Added
Whittier Trust Co61$8.65K0.00%−138−69.3%Reduced
Pacific Center for Financial Services58$8.40K0.00%00.0%Unchanged
Aspect Partners, LLC57$8.25K0.00%00.0%Unchanged
Fideuram Asset Management (Ireland) dac52$8.23K0.00%−5,277−99.0%Reduced
JPL Wealth Management, LLC57$8.22K0.00%+57New
Cullen/Frost Bankers, Inc.56$8.11K0.00%+56New
Richardson Capital Management LLC55$7.96K0.00%00.0%Unchanged
SBI Securities Co., Ltd.52$7.53K0.00%−21−28.8%Reduced
Torren Management, LLC52$7.47K0.00%−399−88.5%Reduced
UMA Financial Services, Inc.51$7.38K0.00%+42+466.7%Added
Retirement Wealth Solutions LLC49$7.13K0.00%+1+2.1%Added
Financial Management Professionals, Inc.48$6.95K0.00%00.0%Unchanged
Signature Equity Partners, LLC47$6.80K0.00%+47New
Vanguard National Trust Co45$6.52K0.00%+45New
Kayne Anderson Rudnick Investment Management LLC44$6.38K0.00%00.0%Unchanged
Fairman Group, LLC44$6.37K0.01%00.0%Unchanged
Meeder Asset Management Inc42$6.08K0.00%−15−26.3%Reduced
JNBA Financial Advisors41$5.94K0.00%+41New
Bravera Wealth41$5.94K0.00%00.0%Unchanged
Wolff Wiese Magana LLC40$5.79K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc40$5.79K0.00%+40New
Westfuller Advisors, LLC40$5.77K0.00%+12+42.9%Added
Washington Trust Advisors, Inc.38$5.55K0.00%−21−35.6%Reduced
Cranbrook Wealth Management, LLC38$5.50K0.00%00.0%Unchanged
Sachetta, LLC36$5.21K0.00%−3−7.7%Reduced
South Plains Financial, Inc.36$5.21K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.35$5.07K0.00%−6−14.6%Reduced
Ogorek Anthony Joseph37$5.00K0.00%−1−2.6%Reduced
PFS Partners, LLC34$4.97K0.00%00.0%Unchanged
Abound Wealth Management33$4.78K0.00%+10+43.5%Added
Cornerstone Financial Management LLC33$4.78K0.00%+14+73.7%Added
Wilkerson Advisory Group LLC33$4.78K0.00%+16+94.1%Added
SJS Investment Consulting Inc.32$4.63K0.00%−3−8.6%Reduced
CoreCap Advisors, LLC32$4.63K0.00%−15−31.9%Reduced
Innovative Asset Advisors Group, LLC32$4.63K0.00%+32New
DiNuzzo Private Wealth, Inc.30$4.34K0.00%−1−3.2%Reduced
Brown, Lisle/Cummings, Inc.30$4.34K0.00%+18+150.0%Added
Clear Street Markets LLC29$4.20K0.00%−233−88.9%Reduced
Ameriflex Group, Inc.29$4.20K0.00%−31−51.7%Reduced
Albion Financial Group29$4.20K0.00%+10+52.6%Added
JDM Financial Group LLC29$4.20K0.00%+29New
Raffa Wealth Management, LLC28$4.05K0.00%+1+3.7%Added
Bay Harbor Wealth Management, LLC28$4.05K0.00%+4+16.7%Added
Valued Wealth Advisors LLC26$3.78K0.00%+12+85.7%Added
Golden State Equity Partners25$3.62K0.00%+25New
Quest 10 Wealth Builders, Inc.24$3.48K0.00%+21+700.0%Added
J.Safra Asset Management Corp23$3.33K0.00%+23New
Burk Holdings LLC23$3.33K0.00%+23New
North Star Investment Management Corp.22$3.19K0.00%+22New
Phillip James Consulting Co.24$3.00K0.00%+6+33.3%Added
Quarry LP20$2.90K0.00%−93−82.3%Reduced
Principia Wealth Advisory, LLC20$2.90K0.00%+7+53.8%Added
Kilter Group LLC19$2.75K0.00%+3+18.8%Added
Webster Bank, N. A.19$2.75K0.00%00.0%Unchanged
Sound Income Strategies, LLC19$2.74K0.00%00.0%Unchanged
Crewe Advisors LLC18$2.61K0.00%+18New
Jackson, Grant Investment Advisers, Inc.18$2.61K0.00%00.0%Unchanged
True Link Financial Advisors, LLC18$2.61K0.00%+18New
International Assets Investment Management, LLC18$2.58K0.00%+1+5.9%Added
Rialto Wealth Management, LLC17$2.46K0.00%+4+30.8%Added
AdvisorNet Financial, Inc16$2.32K0.00%−3−15.8%Reduced
Avalon Trust Co16$2.32K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd16$2.32K0.00%00.0%Unchanged
Dunhill Financial, LLC15$2.31K0.00%−4−21.1%Reduced
True Wealth Design, LLC14$2.03K0.00%−3−17.6%Reduced
Marquette Asset Management, LLC14$2.03K0.00%+14New
Dogwood Wealth Management LLC14$2.03K0.00%+1+7.7%Added
Investors Research Corp14$2.03K0.00%+14New
Clark Wealth Partners13$1.88K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC13$1.88K0.00%00.0%Unchanged
Sunrise Financial Services, LLC13$1.88K0.00%00.0%Unchanged
Hughes Financial Services, LLC13$1.88K0.00%+3+30.0%Added
Vermillion Wealth Management, Inc.13$1.88K0.00%+13New
CBIZ Investment Advisory Services, LLC12$1.74K0.00%−57−82.6%Reduced
High Note Wealth, LLC12$1.74K0.00%+10+500.0%Added
Networth Advisors, LLC12$1.74K0.00%+12New
Clayton Financial Group LLC11$1.59K0.00%00.0%Unchanged
Cassaday & Co Wealth Management LLC11$1.59K0.00%+11New
TFC Financial Management10$1.45K0.00%00.0%Unchanged
Key Capital Management, INC10$1.45K0.00%+10New
Atlas Capital Advisors LLC10$1.45K0.00%00.0%Unchanged
ZRC Wealth Management, LLC9$1.30K0.00%+1+12.5%Added
Essential Partners LLC9$1.30K0.00%−209−95.9%Reduced
IMA Wealth, Inc.9$1.30K0.00%+8+800.0%Added
Highline Wealth Partners LLC8$1.16K0.00%+1+14.3%Added
Bayban8$1.16K0.00%+8New
Beaird Harris Wealth Management, LLC7$1.01K0.00%00.0%Unchanged
1015 Capital Partners, LLC7$1.01K0.00%00.0%Unchanged
American Capital Advisory, LLC7$1.01K0.00%+3+75.0%Added
Portus Wealth Advisors, LLC7$1.01K0.00%+7New
Harvest Fund Management Co., Ltd4$1.00K0.00%−32−88.9%Reduced
Capital Analysts, LLC8$1.00K0.00%00.0%Unchanged