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, Q2 2026
Institutional positions in Raymond James Financial Inc as of Jun 30, 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
- 904
- −13 vs. Q1 2026
- Shares held
- 151.8M
- +59.4K (0.0%) vs. Q1 2026
- Total value
- $23.1B
- +$1.11B (+5.1%) vs. Q1 2026
- New holders
- 75
- 332 more added
- Sold out
- 88
- 342 more reduced
8 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Raymond James Financial Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Adelphi Trust Co | 7,321 | $1.11M | 0.74% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 7,332 | $1.11M | 0.27% | −7−0.1% | Reduced |
| Fulton Bank, N.A. | 7,399 | $1.12M | 0.03% | −278−3.6% | Reduced |
| Muirfield Wealth Advisors LLC | 7,464 | $1.13M | 0.74% | +27+0.4% | Added |
| Lebenthal Global Advisors, LLC | 7,502 | $1.14M | 0.15% | +194+2.7% | Added |
| TT International Asset Management LTD | 7,483 | $1.18M | 0.15% | −539−6.7% | Reduced |
| Rockefeller Capital Management L.P. | 7,823 | $1.19M | 0.00% | +349+4.7% | Added |
| Intellus Advisors LLC | 7,830 | $1.19M | 0.14% | −7,165−47.8% | Reduced |
| Alpine Woods Capital Investors, LLC | 7,916 | $1.20M | 0.27% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 7,949 | $1.21M | 0.02% | +251+3.3% | Added |
| Vident Advisory, LLC | 7,953 | $1.21M | 0.01% | −97−1.2% | Reduced |
| Tower Bridge Advisors | 8,059 | $1.23M | 0.11% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 8,095 | $1.23M | 0.26% | −500−5.8% | Reduced |
| Trust Co of Toledo NA | 8,200 | $1.25M | 0.10% | +202+2.5% | Added |
| PDT Partners, LLC | 8,300 | $1.26M | 0.07% | +8,300 | New |
| Commerce Bank | 8,383 | $1.27M | 0.01% | −229−2.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 8,412 | $1.28M | 0.03% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 8,421 | $1.28M | 0.06% | +32+0.4% | Added |
| Chiron Capital Management, LLC | 8,450 | $1.28M | 1.15% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 8,474 | $1.29M | 0.02% | −30.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 8,489 | $1.29M | 0.03% | +2,659+45.6% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 8,543 | $1.30M | 0.68% | +1,303+18.0% | Added |
| Glenmede Trust Co NA | 8,677 | $1.32M | 0.01% | +163+1.9% | Added |
| New Mexico Educational Retirement Board | 8,775 | $1.33M | 0.03% | +700+8.7% | Added |
| Signaturefd, LLC | 8,793 | $1.34M | 0.02% | +279+3.3% | Added |
| Louisiana State Employees Retirement System | 8,900 | $1.35M | 0.02% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 8,917 | $1.36M | 0.01% | −319−3.5% | Reduced |
| Gator Capital Management, LLC | 9,253 | $1.41M | 0.30% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 9,256 | $1.41M | 0.05% | −6−0.1% | Reduced |
| Crossmark Global Holdings, Inc. | 9,269 | $1.41M | 0.02% | −342−3.6% | Reduced |
| Toroso Investments, LLC | 9,306 | $1.41M | 0.00% | +518+5.9% | Added |
| Meridian Wealth Advisors, LLC | 9,383 | $1.43M | 0.16% | −196−2.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,430 | $1.43M | 0.01% | −3,471−26.9% | Reduced |
| Maryland State Retirement & Pension System | 9,473 | $1.44M | 0.02% | +587+6.6% | Added |
| King Luther Capital Management Corp | 9,530 | $1.45M | 0.01% | −662−6.5% | Reduced |
| RMB Capital Management, LLC | 9,585 | $1.46M | 0.02% | +35+0.4% | Added |
| Sanibel Captiva Trust Company, Inc. | 9,644 | $1.47M | 0.04% | −35−0.4% | Reduced |
| Gladstone Institutional Advisory LLC | 9,673 | $1.47M | 0.05% | +92+1.0% | Added |
| Hartford Investment Management Co | 9,679 | $1.47M | 0.04% | −408−4.0% | Reduced |
| Atlas Wealth LLC | 9,725 | $1.48M | 0.21% | +250+2.6% | Added |
| Western Wealth Management, LLC | 9,814 | $1.49M | 0.05% | +180+1.9% | Added |
| Golden Road Advisors LLC | 9,917 | $1.51M | 0.73% | −144−1.4% | Reduced |
| Metis Global Partners, LLC | 10,040 | $1.53M | 0.03% | +2,476+32.7% | Added |
| Banque Cantonale Vaudoise | 10,129 | $1.54M | 0.06% | +572+6.0% | Added |
| Gradient Investments LLC | 10,140 | $1.54M | 0.02% | −14,811−59.4% | Reduced |
| TCG Advisory Services, LLC | 10,161 | $1.54M | 0.03% | +199+2.0% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 10,200 | $1.55M | 0.06% | +700+7.4% | Added |
| Abn Amro Investment Solutions | 10,258 | $1.56M | 0.01% | +1,821+21.6% | Added |
| We Are One Seven, LLC | 10,342 | $1.57M | 0.03% | −784−7.0% | Reduced |
| Apollon Wealth Management, LLC | 10,459 | $1.59M | 0.02% | −3,153−23.2% | Reduced |
| Sequoia Financial Advisors, LLC | 10,707 | $1.63M | 0.01% | +1,706+19.0% | Added |
| Panagora Asset Management Inc | 10,971 | $1.67M | 0.01% | −27,725−71.6% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 11,122 | $1.69M | 0.06% | +2,183+24.4% | Added |
| Allen Investment Management LLC | 11,150 | $1.70M | 0.02% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 10,771 | $1.70M | 0.00% | −52,886−83.1% | Reduced |
| Bank of New Hampshire | 11,213 | $1.70M | 0.36% | −356−3.1% | Reduced |
| Kentucky Retirement Systems | 11,258 | $1.71M | 0.04% | +11,258 | New |
| Investment Management Corp of Ontario | 11,301 | $1.72M | 0.02% | −2,100−15.7% | Reduced |
| Klingman & Associates, LLC | 11,468 | $1.74M | 0.07% | −775−6.3% | Reduced |
| Norinchukin Bank, The | 11,568 | $1.76M | 0.02% | +644+5.9% | Added |
| Fairtree Asset Management (Pty) Ltd | 11,665 | $1.77M | 0.68% | 00.0% | Unchanged |
| Intech Investment Management LLC | 11,676 | $1.78M | 0.02% | +4,534+63.5% | Added |
| Virtus Investment Advisers, Inc. | 11,681 | $1.78M | 0.41% | +453+4.0% | Added |
| GHP Investment Advisors, Inc. | 11,778 | $1.79M | 0.07% | +2,098+21.7% | Added |
| Wedmont Private Capital | 10,764 | $1.81M | 0.05% | +410+4.0% | Added |
| United Capital Financial Advisers, LLC | 11,966 | $1.82M | 0.01% | +10.0% | Added |
| Fieldview Capital Management, LLC | 12,023 | $1.83M | 0.52% | +12,023 | New |
| Keybank National Association | 12,076 | $1.84M | 0.01% | +1,382+12.9% | Added |
| Oarsman Capital, Inc. | 12,117 | $1.84M | 0.19% | +303+2.6% | Added |
| Vestmark Advisory Solutions, Inc. | 12,198 | $1.85M | 0.02% | −629−4.9% | Reduced |
| Saudi Central Bank | 12,417 | $1.89M | 0.02% | +5,493+79.3% | Added |
| Ci Investments Inc. | 12,499 | $1.90M | 0.01% | +3,651+41.3% | Added |
| Nomura Holdings Inc | 12,542 | $1.91M | 0.01% | +7,954+173.4% | Added |
| William B. Walkup & Associates, Inc. | 12,901 | $1.96M | 0.94% | −434−3.3% | Reduced |
| Pacer Advisors, Inc. | 13,060 | $1.99M | 0.01% | +4,288+48.9% | Added |
| Fideuram Asset Management (Ireland) dac | 13,049 | $1.99M | 0.04% | +12,997+24,994.2% | Added |
| Heritage Wealth Advisors | 13,186 | $2.00M | 0.07% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 13,381 | $2.03M | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 13,389 | $2.04M | 0.01% | −920−6.4% | Reduced |
| White Pine Capital LLC | 13,429 | $2.04M | 0.48% | −776−5.5% | Reduced |
| Empire Life Investments Inc. | 13,466 | $2.05M | 0.11% | +47+0.4% | Added |
| CIBC World Markets Inc. | 13,483 | $2.05M | 0.00% | −21,876−61.9% | Reduced |
| Mizuho Securities USA LLC | 13,579 | $2.06M | 0.03% | +2,975+28.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 13,582 | $2.07M | 0.01% | −1,292−8.7% | Reduced |
| High Net Worth Advisory Group LLC | 14,009 | $2.13M | 0.45% | −256−1.8% | Reduced |
| Park Avenue Securities LLC | 14,013 | $2.13M | 0.01% | +390+2.9% | Added |
| Davis Investment Partners, LLC | 14,021 | $2.13M | 0.65% | +48+0.3% | Added |
| Nilsine Partners, LLC | 14,060 | $2.14M | 0.15% | +285+2.1% | Added |
| Allstate Corp | 14,077 | $2.14M | 0.02% | −20,964−59.8% | Reduced |
| M&T Bank Corp | 14,147 | $2.15M | 0.01% | +1,427+11.2% | Added |
| Stablepoint Partners, LLC | 14,150 | $2.15M | 0.30% | +136+1.0% | Added |
| Dean Capital Management | 14,181 | $2.16M | 0.78% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 14,332 | $2.18M | 0.04% | −287−2.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 14,343 | $2.18M | 0.01% | 00.0% | Unchanged |
| Inceptionr LLC | 14,508 | $2.20M | 0.54% | +913+6.7% | Added |
| Cumberland Partners Ltd | 14,800 | $2.25M | 0.15% | −11,000−42.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 15,490 | $2.35M | 0.01% | −2,399−13.4% | Reduced |
| Aft, Forsyth & Sober, LLC | 16,500 | $2.39M | 0.75% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 16,076 | $2.44M | 0.10% | −36,798−69.6% | Reduced |
| Regions Financial Corp | 16,119 | $2.45M | 0.01% | −5,244−24.5% | Reduced |