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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, Q3 2026

Institutional positions in Raymond James Financial Inc as of Sep 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
4
+1 vs. Q2 2026
Shares held
6.26K
+698 (+12.5%) vs. Q2 2026
Total value
$989.5K
+$143.4K (+16.9%) vs. Q2 2026
New holders
1
3 more added
Sold out
0
0 more reduced

901 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holders
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 held
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, Q3 2026

Shares, value and share of portfolio for each institution holding Raymond James Financial Inc; share changes are against Q2 2026.

Institutions holding RJF in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Aptus Capital Advisors, LLC––––Not filed
Legacy Financial Advisors, Inc.––––Not filed
J.W. Cole Advisors, Inc.––––Not filed
Fifth Third Wealth Advisors LLC––––Not filed
Catalyst Funds Management Pty Ltd––––Not filed
Callan Family Office, LLC––––Not filed
Cookson Peirce & Co Inc––––Not filed
Benjamin Edwards Inc––––Not filed
Texas Yale Capital Corp.––––Not filed
Westerkirk Capital Inc.––––Not filed
Atlanta Consulting Group Advisors, LLC––––Not filed
Visionary Wealth Advisors––––Not filed
Citizens Financial Group Inc––––Not filed
Prana Capital Management, LP––––Not filed
Frec Markets, Inc.––––Not filed
Level Four Advisory Services, LLC––––Not filed
Twin Capital Management Inc––––Not filed
Westwood Holdings Group Inc.––––Not filed
Bessemer Group Inc––––Not filed
Tannin Capital LLC––––Not filed
Brighton Jones LLC––––Not filed
Huntington National Bank––––Not filed
Loomis Sayles & Co L P––––Not filed
Quad-Cities Investment Group, LLC––––Not filed
Sowell Financial Services LLC––––Not filed
Horizon Investments, LLC––––Not filed
Novak & Powell Financial Services, Inc.––––Not filed
Ballentine Partners, LLC––––Not filed
AlphaCore Capital LLC––––Not filed
Coquina Private Wealth LLC––––Not filed
Tower Research Capital LLC (TRC)––––Not filed
Waterloo Capital, L.P.––––Not filed
Kestra Private Wealth Services, LLC––––Not filed
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management––––Not filed
Shulman DeMeo Asset Management LLC––––Not filed
Oppenheimer & Co Inc––––Not filed
Checchi Capital Advisers, LLC––––Not filed
Greenleaf Trust––––Not filed
Merit Financial Group, LLC––––Not filed
TCW Group Inc––––Not filed
Smartleaf Asset Management LLC––––Not filed
Ostrum Asset Management––––Not filed
FORM Wealth Advisors, LLC––––Not filed
MTM Investment Management, LLC––––Not filed
IFP Advisors, Inc––––Not filed
Thompson David Blair––––Not filed
Legacy Wealth Asset Management, LLC––––Not filed
Argus Investors' Counsel, Inc.––––Not filed
Great Lakes Retirement, Inc.––––Not filed
Anchyra Partners LLC––––Not filed
Board of the Pension Protection Fund––––Not filed
Everence Capital Management Inc––––Not filed
Phillips Wealth Planners LLC––––Not filed
Wealthspire Advisors, LLC––––Not filed
Leuthold Group, LLC––––Not filed
Pursuit Wealth Strategies, LLC––––Not filed
Blue Chip Partners, Inc.––––Not filed
Annis Gardner Whiting Capital Advisors, LLC––––Not filed
Vise Technologies, Inc.––––Not filed
Cornerstone Wealth Group, LLC––––Not filed
Grantham, Mayo, Van Otterloo & Co. LLC––––Not filed
Venturi Wealth Management, LLC––––Not filed
Agate Pass Investment Management, LLC––––Not filed
Vontobel Holding Ltd.––––Not filed
Diversify Advisory Services, LLC––––Not filed
Diversify Wealth Management, LLC––––Not filed
Edmp, Inc.––––Not filed
Fideuram - Intesa Sanpaolo Private Banking S.P.A.––––Not filed
Confluence Wealth Services, Inc.––––Not filed
Titleist Asset Management, LLC––––Not filed
Calton & Associates, Inc.––––Not filed
Axxcess Wealth Management, LLC––––Not filed
Darwin Advisors, LLC––––Not filed
OpenArc Corporate Advisory, LLC––––Not filed
Morey & Quinn Wealth Partners, LLC––––Not filed
EP Wealth Advisors, LLC––––Not filed
Westpac Banking Corp––––Not filed
Erste Asset Management GmbH––––Not filed
TMB Capital Partners, LLC––––Not filed
Principal Securities, Inc.––––Not filed
Drive Wealth Management, LLC––––Not filed
Aaron Wealth Advisors––––Not filed
Evercore Wealth Management, LLC––––Not filed
Cadent Capital Advisors, LLC––––Not filed
Advisory Alpha, LLC––––Not filed
Salem Investment Counselors Inc––––Not filed
Evergreen Capital Management LLC––––Not filed
Pinnacle Wealth Management Advisory Group, LLC––––Not filed
Searle & Co.––––Not filed
Essex Financial Services, Inc.––––Not filed
Great Lakes Advisors, LLC––––Not filed
Financial Planning Hawaii, Inc.––––Not filed
Integrated Wealth Concepts LLC––––Not filed
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main––––Not filed
WSFS Capital Management, LLC––––Not filed
Prelude Capital Management, LLC––––Not filed
Blair William & Co––––Not filed
Arbor Investment Advisors, LLC––––Not filed
Samalin Investment Counsel, LLC––––Not filed
Meeder Advisory Services, Inc.––––Not filed