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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, 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.

Institutional holdersQ2 2026: 904 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 heldQ2 2026: $23.1B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Raymond James Financial Inc; share changes are against Q1 2026.

Institutions holding RJF in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Navigoe, LLC6$00.00%+6New
DHJJ Financial Advisors, Ltd.0$180.00%0Unchanged
Y.D. More Investments Ltd112$570.00%00.0%Unchanged
Triumph Capital Management1$1520.00%−1−50.0%Reduced
NBT Bank N A1$1520.00%00.0%Unchanged
Compass Financial Management LLC1$1520.00%+1New
Maryland Capital Advisors Inc.1$1530.00%+1New
Cordant, Inc.1$1940.00%+1New
Planning Strategies Inc.2$3040.00%+2New
Redwood Park Advisors LLC2$3050.00%00.0%Unchanged
Grove Bank & Trust3$4560.00%00.0%Unchanged
Motco3$4560.00%+3New
Plante Moran Financial Advisors, LLC3$4560.00%+3New
Strengthening Families & Communities, LLC3$4560.00%+3New
Seneschal Advisors, LLC3$4570.00%−1−25.0%Reduced
Breakwater Investment Management3$4570.00%00.0%Unchanged
SOA Wealth Advisors, LLC.3$4890.00%00.0%Unchanged
Synergy Investment Management, LLC3$5220.00%00.0%Unchanged
Arlington Trust Co LLC4$6080.00%00.0%Unchanged
Tidemark, LLC4$6080.00%00.0%Unchanged
Davis Capital Management4$6080.00%+4New
Downshift Financial, LLC4$6080.00%+4New
Aventura Private Wealth, LLC5$7600.00%00.0%Unchanged
IFG Advisory, LLC5$7630.00%+5New
WestEnd Advisors, LLC6$9120.00%00.0%Unchanged
Bare Financial Services, Inc6$9120.00%+3+100.0%Added
Continuum Advisory, LLC6$9120.00%+6New
Capital Analysts, LLC8$1.00K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc6$1.00K0.00%+6New
Dogwood Wealth Management LLC7$1.06K0.00%−7−50.0%Reduced
1015 Capital Partners, LLC7$1.06K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC7$1.06K0.00%00.0%Unchanged
DecisionPoint Financial, LLC7$1.11K0.00%+4+133.3%Added
Bayban8$1.22K0.00%00.0%Unchanged
Activest Wealth Management9$1.37K0.00%−66−88.0%Reduced
Atlas Capital Advisors LLC10$1.52K0.00%00.0%Unchanged
TFC Financial Management10$1.52K0.00%00.0%Unchanged
American Capital Advisory, LLC10$1.52K0.00%+3+42.9%Added
Quaker Wealth Management, LLC10$1.52K0.00%+4+66.7%Added
Cassaday & Co Wealth Management LLC11$1.67K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC12$1.74K0.00%00.0%Unchanged
NVWM, LLC12$1.82K0.00%−3,709−99.7%Reduced
North Star Investment Management Corp.12$1.82K0.00%−10−45.5%Reduced
Marshall Investment Management, LLC12$1.82K0.00%+12New
Ares Financial Consulting, LLC12$1.82K0.00%+12New
Sunrise Financial Services, LLC13$1.98K0.00%00.0%Unchanged
Buck Wealth Strategies, LLC13$1.98K0.00%+13New
Clark Wealth Partners13$1.98K0.00%00.0%Unchanged
Investors Research Corp14$2.13K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc14$2.13K0.00%−26−65.0%Reduced
Marquette Asset Management, LLC14$2.13K0.00%00.0%Unchanged
Dunhill Financial, LLC14$2.21K0.00%−1−6.7%Reduced
High Note Wealth, LLC15$2.28K0.00%+3+25.0%Added
C M Bidwell & Associates Ltd16$2.43K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC16$2.43K0.00%+3+23.1%Added
Bartlett & Co. Wealth Management LLC16$2.43K0.00%+11+220.0%Added
Avalon Trust Co16$2.43K0.00%00.0%Unchanged
Kilter Group LLC17$2.58K0.00%−2−10.5%Reduced
HFM Investment Advisors, LLC17$2.58K0.00%+11+183.3%Added
Principia Wealth Advisory, LLC18$2.74K0.00%−2−10.0%Reduced
Jackson, Grant Investment Advisers, Inc.18$2.74K0.00%00.0%Unchanged
Webster Bank, N. A.19$2.89K0.00%00.0%Unchanged
IMA Wealth, Inc.19$2.89K0.00%+10+111.1%Added
South State Corp.20$3.04K0.00%−61−75.3%Reduced
True Wealth Design, LLC20$3.04K0.00%+6+42.9%Added
Valued Wealth Advisors LLC20$3.05K0.00%−6−23.1%Reduced
Wilkerson Advisory Group LLC21$3.19K0.00%−12−36.4%Reduced
AdvisorNet Financial, Inc21$3.19K0.00%+5+31.3%Added
Hughes Financial Services, LLC22$3.35K0.00%+9+69.2%Added
J.Safra Asset Management Corp23$3.50K0.00%00.0%Unchanged
Burk Holdings LLC23$3.50K0.00%00.0%Unchanged
Rialto Wealth Management, LLC23$3.50K0.00%+6+35.3%Added
Phillip James Consulting Co.24$3.65K0.00%00.0%Unchanged
Westfuller Advisors, LLC25$3.78K0.00%−15−37.5%Reduced
Brown, Lisle/Cummings, Inc.28$4.26K0.00%−2−6.7%Reduced
Albion Financial Group29$4.41K0.00%00.0%Unchanged
JDM Financial Group LLC29$4.41K0.00%00.0%Unchanged
Raffa Wealth Management, LLC29$4.41K0.00%+1+3.6%Added
DiNuzzo Private Wealth, Inc.30$4.56K0.00%00.0%Unchanged
International Assets Investment Management, LLC31$4.90K0.00%+13+72.2%Added
Ogorek Anthony Joseph37$5.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.33$5.02K0.00%+1+3.1%Added
ZRC Wealth Management, LLC33$5.02K0.00%+24+266.7%Added
Trust Co of Vermont34$5.17K0.00%+34New
PFS Partners, LLC34$5.24K0.00%00.0%Unchanged
CoreCap Advisors, LLC38$5.78K0.00%+6+18.8%Added
Cranbrook Wealth Management, LLC38$5.78K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.38$5.83K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC40$6.08K0.00%−4−9.1%Reduced
Clear Street Markets LLC40$6.08K0.00%+11+37.9%Added
Wolff Wiese Magana LLC40$6.08K0.00%00.0%Unchanged
Bravera Wealth41$6.23K0.00%00.0%Unchanged
JNBA Financial Advisors41$6.23K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC43$6.54K0.00%+15+53.6%Added
Fairman Group, LLC44$6.69K0.01%00.0%Unchanged
Vanguard National Trust Co45$6.84K0.00%00.0%Unchanged
Walleye Capital LLC47$7.14K0.00%−2,775−98.3%Reduced
Aspect Partners, LLC47$7.14K0.00%−10−17.5%Reduced
Financial Management Professionals, Inc.48$7.30K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC48$7.36K0.00%−1−2.0%Reduced