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 |
|---|---|---|---|---|---|
| GGM Financials LLC | 624 | $94.8K | 0.04% | +3+0.5% | Added |
| Bayforest Capital Ltd | 631 | $95.9K | 0.09% | +549+669.5% | Added |
| First Horizon Corp | 680 | $103.4K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 719 | $109.3K | 0.01% | 00.0% | Unchanged |
| Ossiam | 719 | $109.3K | 0.00% | +719 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 732 | $111.2K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 732 | $111.3K | 0.00% | −29−3.8% | Reduced |
| CVA Family Office, LLC | 733 | $111.4K | 0.01% | +63+9.4% | Added |
| Massmutual Trust Co FSB | 765 | $116.3K | 0.00% | +71+10.2% | Added |
| Parkside Financial Bank & Trust | 812 | $123.4K | 0.01% | +33+4.2% | Added |
| EverSource Wealth Advisors, LLC | 856 | $130.1K | 0.00% | −599−41.2% | Reduced |
| Larson Financial Group LLC | 914 | $139.0K | 0.00% | +221+31.9% | Added |
| Park Place Capital Corp | 920 | $139.9K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 923 | $140.3K | 0.09% | −140−13.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 931 | $141.5K | 0.01% | −2,425−72.3% | Reduced |
| Colonial Trust Co | 939 | $142.8K | 0.02% | 00.0% | Unchanged |
| Camden Capital, LLC | 975 | $148.2K | 0.01% | +21+2.2% | Added |
| Beacon Investment Advisory Services, Inc. | 975 | $148.2K | 0.01% | 00.0% | Unchanged |
| Kentucky Trust Co | 980 | $149.0K | 0.07% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,000 | $152.0K | 0.00% | −400−28.6% | Reduced |
| Allworth Financial LP | 1,005 | $152.9K | 0.00% | −343−25.4% | Reduced |
| Global Retirement Partners, LLC | 1,012 | $153.8K | 0.00% | +1,012 | New |
| Caldwell Trust Co | 1,059 | $161.0K | 0.01% | −189−15.1% | Reduced |
| Purpose Unlimited Inc. | 1,200 | $182.4K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,205 | $183.2K | 0.00% | −29−2.4% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 1,257 | $191.1K | 0.00% | +1,257 | New |
| Sax Wealth Advisors, LLC | 1,392 | $201.6K | 0.01% | +23+1.7% | Added |
| 111 Capital | 1,339 | $203.6K | 0.03% | +1,339 | New |
| Sovereign Financial Group, Inc. | 1,346 | $204.6K | 0.03% | +1,346 | New |
| Assetmark, Inc | 1,350 | $205.2K | 0.00% | −54−3.8% | Reduced |
| Winebrenner Capital Management LLC | 1,354 | $205.8K | 0.13% | +1,354 | New |
| Market Street Wealth Management Advisors LLC | 1,356 | $206.2K | 0.03% | −42−3.0% | Reduced |
| Hamilton Capital Partners Inc. | 1,359 | $206.6K | 0.01% | −226−14.3% | Reduced |
| Old National Bancorp | 1,365 | $207.5K | 0.00% | +1,365 | New |
| State of Wyoming | 1,367 | $207.8K | 0.02% | −5−0.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,388 | $211.0K | 0.02% | +1+0.1% | Added |
| nVerses Capital, LLC | 1,394 | $211.9K | 0.33% | +1,394 | New |
| Brown Advisory Inc | 1,397 | $212.4K | 0.00% | +9+0.6% | Added |
| Miracle Mile Advisors, LLC | 1,421 | $216.0K | 0.00% | +1,421 | New |
| Independent Financial Group, LLC | 1,426 | $216.8K | 0.00% | +33+2.4% | Added |
| Zacks Investment Management | 1,428 | $217.1K | 0.00% | +1,428 | New |
| Personal Cfo Solutions, LLC | 1,431 | $217.5K | 0.03% | +1,431 | New |
| Evolve Private Wealth, LLC | 1,431 | $217.5K | 0.01% | −43−2.9% | Reduced |
| Angeles Wealth Management, LLC | 1,434 | $218.0K | 0.01% | −7−0.5% | Reduced |
| Stratos Wealth Advisors, LLC | 1,453 | $221.0K | 0.01% | −54−3.6% | Reduced |
| Profund Advisors LLC | 1,454 | $221.1K | 0.01% | −56−3.7% | Reduced |
| Kooman & Associates | 1,454 | $221.1K | 0.06% | +9+0.6% | Added |
| Catalyst Capital Advisors LLC | 1,470 | $223.5K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,481 | $225.2K | 0.03% | −145−8.9% | Reduced |
| Belpointe Asset Management LLC | 1,488 | $226.3K | 0.01% | −131−8.1% | Reduced |
| Circle Wealth Management, LLC | 1,493 | $227.0K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 1,502 | $228.3K | 0.00% | +1,502 | New |
| Ameritas Investment Partners, Inc. | 1,508 | $229.3K | 0.01% | −65−4.1% | Reduced |
| Eldridge Investment Advisors, Inc. | 1,563 | $236.8K | 0.05% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 1,568 | $238.4K | 0.01% | +41+2.7% | Added |
| Clearstead Advisors, LLC | 1,577 | $239.7K | 0.00% | +944+149.1% | Added |
| Carson Advisory Inc. | 1,586 | $241.1K | 0.11% | 00.0% | Unchanged |
| Smith Partners Wealth Management, LLC | 1,600 | $243.2K | 0.19% | 00.0% | Unchanged |
| DV Trading LLC | 1,600 | $243.2K | 0.02% | +1,600 | New |
| Perigon Wealth Management, LLC | 1,605 | $244.0K | 0.00% | +191+13.5% | Added |
| First Bank & Trust | 1,626 | $247.2K | 0.04% | −206−11.2% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,638 | $249.0K | 0.02% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 1,640 | $249.3K | 0.01% | +26+1.6% | Added |
| South Dakota Investment Council | 1,650 | $251.0K | 0.00% | +400+32.0% | Added |
| Ethos Financial Group, LLC | 1,442 | $251.1K | 0.02% | +1,442 | New |
| TD Waterhouse Canada Inc. | 1,596 | $252.6K | 0.00% | −55−3.3% | Reduced |
| Cigna Investments Inc | 1,689 | $256.0K | 0.03% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,704 | $259.1K | 0.00% | +32+1.9% | Added |
| Nicolet Bankshares Inc | 1,568 | $260.9K | 0.01% | −63−3.9% | Reduced |
| Berkshire Asset Management LLC | 1,733 | $263.5K | 0.01% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 1,737 | $264.1K | 0.01% | −369−17.5% | Reduced |
| Quantitative Investment Management, LLC | 1,778 | $270.0K | 0.03% | +1,778 | New |
| Aspire Growth Partners LLC | 1,784 | $271.2K | 0.16% | +7+0.4% | Added |
| First United Bank Trust | 1,785 | $271.4K | 0.08% | +15+0.8% | Added |
| Meeder Asset Management Inc | 1,800 | $273.7K | 0.01% | +1,758+4,185.7% | Added |
| NewEdge Wealth, LLC | 1,803 | $274.2K | 0.00% | +57+3.3% | Added |
| Central Trust Co | 1,807 | $274.7K | 0.00% | −26−1.4% | Reduced |
| Novare Capital Management LLC | 1,809 | $275.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,834 | $278.9K | 0.00% | +43+2.4% | Added |
| Dynamic Advisor Solutions LLC | 1,835 | $279.0K | 0.01% | −14−0.8% | Reduced |
| RSM US Wealth Management LLC | 1,836 | $279.1K | 0.00% | −668−26.7% | Reduced |
| Southeast Asset Advisors Inc. | 1,846 | $280.6K | 0.03% | 00.0% | Unchanged |
| Pinnacle Financial Partners, Inc. | 1,892 | $287.7K | 0.00% | −37−1.9% | Reduced |
| Koshinski Asset Management, Inc. | 1,916 | $291.3K | 0.02% | −75−3.8% | Reduced |
| Stonebrook Private Inc. | 1,922 | $292.2K | 0.05% | +21+1.1% | Added |
| Portside Wealth Group, LLC | 1,927 | $293.0K | 0.03% | +126+7.0% | Added |
| SRS Capital Advisors, Inc. | 1,928 | $293.1K | 0.00% | +270+16.3% | Added |
| Kera Capital Partners, Inc. | 1,935 | $294.2K | 0.03% | +487+33.6% | Added |
| Horizon Advisory Services, Inc. | 1,948 | $296.2K | 0.12% | −82−4.0% | Reduced |
| Delta Asset Management LLC | 1,962 | $298.3K | 0.03% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 1,963 | $298.5K | 0.00% | −617−23.9% | Reduced |
| Trust Asset Management LLC | 1,979 | $300.9K | 0.02% | −61−3.0% | Reduced |
| Atomi Financial Group, Inc. | 1,991 | $302.6K | 0.01% | +275+16.0% | Added |
| Principle Wealth Partners LLC | 2,000 | $304.1K | 0.02% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,003 | $304.5K | 0.01% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 2,012 | $305.9K | 0.00% | +278+16.0% | Added |
| Optiver Holding B.V. | 2,018 | $306.8K | 0.00% | +2,018 | New |
| Oslo Pensjonsforsikring AS | 2,038 | $309.8K | 0.04% | +268+15.1% | Added |
| Allred Capital Management, LLC | 2,041 | $310.3K | 0.10% | +13+0.6% | Added |
| TD Private Client Wealth LLC | 2,057 | $312.7K | 0.01% | +263+14.7% | Added |