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 |
|---|---|---|---|---|---|
| Cornerstone Financial Management LLC | 49 | $7.45K | 0.01% | +16+48.5% | Added |
| SHP Wealth Management | 51 | $7.71K | 0.00% | −9−15.0% | Reduced |
| Torren Management, LLC | 52 | $7.86K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 52 | $7.91K | 0.00% | +17+48.6% | Added |
| Signature Equity Partners, LLC | 53 | $8.06K | 0.00% | +6+12.8% | Added |
| Cullen/Frost Bankers, Inc. | 54 | $8.24K | 0.00% | −2−3.6% | Reduced |
| Bogart Wealth, LLC | 55 | $8.36K | 0.00% | −8−12.7% | Reduced |
| Richardson Capital Management LLC | 55 | $8.36K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 56 | $8.51K | 0.00% | +50+833.3% | Added |
| JPL Wealth Management, LLC | 57 | $8.63K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 57 | $8.67K | 0.00% | +49+612.5% | Added |
| Pacific Center for Financial Services | 58 | $8.82K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 60 | $9.00K | 0.00% | +60 | New |
| SBI Securities Co., Ltd. | 60 | $9.12K | 0.00% | +8+15.4% | Added |
| Rossby Financial, LCC | 62 | $9.43K | 0.00% | −6−8.8% | Reduced |
| Key Financial Inc | 62 | $9.43K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 62 | $9.43K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 61 | $10.2K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 67 | $10.2K | 0.00% | +3+4.7% | Added |
| Sachetta, LLC | 67 | $10.2K | 0.00% | +31+86.1% | Added |
| UMA Financial Services, Inc. | 72 | $10.9K | 0.00% | +21+41.2% | Added |
| Avion Wealth | 78 | $11.0K | 0.00% | +15+23.8% | Added |
| Kemnay Advisory Services Inc. | 73 | $11.1K | 0.00% | +10+15.9% | Added |
| Napier Financial, LLC | 75 | $11.4K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 75 | $11.5K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 77 | $11.7K | 0.00% | +59+327.8% | Added |
| Manchester Capital Management LLC | 78 | $11.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 80 | $12.0K | 0.01% | −177−68.9% | Reduced |
| Greykasell Wealth Strategies, Inc. | 80 | $12.2K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 81 | $12.3K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 82 | $12.5K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 86 | $13.1K | 0.00% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 88 | $13.4K | 0.00% | +88 | New |
| Princeton Global Asset Management LLC | 88 | $13.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 91 | $13.8K | 0.00% | +91 | New |
| Horizon Financial Services, LLC | 94 | $14.3K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 97 | $14.7K | 0.01% | −1−1.0% | Reduced |
| Truvestments Capital LLC | 100 | $15.2K | 0.00% | +100 | New |
| Creative Capital Management Investments LLC | 101 | $15.4K | 0.00% | +27+36.5% | Added |
| Oakworth Capital, Inc. | 102 | $15.5K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 109 | $16.6K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 111 | $16.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 103 | $17.3K | 0.00% | −8−7.2% | Reduced |
| Farmers & Merchants Investments Inc | 117 | $17.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 120 | $18.0K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 125 | $18.3K | 0.00% | +125 | New |
| Anchor Investment Management, LLC | 123 | $18.7K | 0.00% | +62+101.6% | Added |
| NBC Securities, Inc. | 126 | $19.2K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 131 | $19.9K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 134 | $20.4K | 0.00% | −10−6.9% | Reduced |
| GW&K Investment Management, LLC | 140 | $21.0K | 0.00% | −9−6.0% | Reduced |
| Harbour Investments, Inc. | 147 | $22.3K | 0.00% | +23+18.5% | Added |
| Essential Partners LLC | 148 | $22.5K | 0.01% | +139+1,544.4% | Added |
| MCF Advisors LLC | 149 | $22.7K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 150 | $22.8K | 0.00% | −3−2.0% | Reduced |
| Quent Capital, LLC | 153 | $23.3K | 0.00% | −8−5.0% | Reduced |
| Westside Investment Management, Inc. | 154 | $23.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 158 | $24.0K | 0.00% | −1,776−91.8% | Reduced |
| Alpine Bank Wealth Management | 162 | $24.6K | 0.00% | +162 | New |
| Creative Financial Designs Inc | 165 | $25.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 165 | $25.1K | 0.00% | +8+5.1% | Added |
| Harbor Investment Advisory, LLC | 172 | $26.1K | 0.00% | −36−17.3% | Reduced |
| Valley National Advisers Inc | 177 | $26.9K | 0.00% | +3+1.7% | Added |
| Salomon & Ludwin, LLC | 186 | $29.4K | 0.00% | −1−0.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 199 | $30.3K | 0.01% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 206 | $31.3K | 0.00% | −2,965−93.5% | Reduced |
| Leonteq Securities AG | 256 | $38.9K | 0.00% | −351−57.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 258 | $39.2K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 258 | $39.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 261 | $39.7K | 0.01% | −14−5.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 270 | $41.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 271 | $41.2K | 0.01% | −9−3.2% | Reduced |
| Caitlin John, LLC | 278 | $42.3K | 0.02% | −3,486−92.6% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 303 | $46.1K | 0.01% | +303 | New |
| Basecamp Wealth Advisors LLC | 313 | $47.6K | 0.01% | −5−1.6% | Reduced |
| Hilton Head Capital Partners, LLC | 321 | $48.7K | 0.02% | +101+45.9% | Added |
| Stephenson National Bank & Trust | 325 | $49.4K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 326 | $49.6K | 0.00% | −62−16.0% | Reduced |
| Bokf, NA | 332 | $50.5K | 0.00% | −30,070−98.9% | Reduced |
| JFS Wealth Advisors, LLC | 334 | $50.8K | 0.00% | +3+0.9% | Added |
| LRI Investments, LLC | 337 | $51.2K | 0.00% | +337 | New |
| Cornerstone Planning Group LLC | 314 | $52.8K | 0.01% | −33−9.5% | Reduced |
| Deseret Mutual Benefit Administrators | 349 | $53.1K | 0.02% | −11−3.1% | Reduced |
| Alerus Financial NA | 362 | $55.0K | 0.00% | 00.0% | Unchanged |
| Dorato Capital Management | 342 | $57.5K | 0.04% | 00.0% | Unchanged |
| TD Capital Management LLC | 380 | $57.7K | 0.00% | +1+0.3% | Added |
| First Command Advisory Services, Inc. | 385 | $58.5K | 0.00% | +271+237.7% | Added |
| Zions Bancorporation, National Association | 425 | $64.6K | 0.00% | +12+2.9% | Added |
| Osterweis Capital Management Inc | 445 | $67.7K | 0.00% | −115−20.5% | Reduced |
| HM Payson & Co | 450 | $68.4K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 473 | $71.9K | 0.04% | −11−2.3% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 500 | $76.0K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 515 | $78.3K | 0.04% | +19+3.8% | Added |
| Security National Bank of So Dak | 521 | $79.2K | 0.04% | +521 | New |
| Capital Advisors, Ltd. LLC | 540 | $82.0K | 0.01% | +9+1.7% | Added |
| Owl Creek Wealth Partners LLC | 544 | $82.7K | 0.02% | +15+2.8% | Added |
| CrossGen Wealth, LLC | 549 | $83.4K | 0.06% | +8+1.5% | Added |
| Rothschild Investment LLC | 568 | $86.4K | 0.00% | −15−2.6% | Reduced |
| Addison Advisors LLC | 571 | $86.8K | 0.04% | −152−21.0% | Reduced |
| Versant Capital Management, Inc | 604 | $91.8K | 0.01% | +7+1.2% | Added |