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 |
|---|---|---|---|---|---|
| Sun Financial Inc | 1,753 | $314.0K | 0.15% | −188−9.7% | Reduced |
| Plan Group Financial, LLC | 2,082 | $316.5K | 0.07% | +560+36.8% | Added |
| Clarus Group, Inc. | 2,101 | $319.3K | 0.11% | −170−7.5% | Reduced |
| Farther Finance Advisors, LLC | 2,103 | $319.4K | 0.00% | +274+15.0% | Added |
| First Eagle Investment Management, LLC | 2,110 | $320.8K | 0.00% | −361−14.6% | Reduced |
| Mather Group, LLC. | 2,113 | $321.3K | 0.00% | +64+3.1% | Added |
| Collective Family Office LLC | 2,124 | $322.9K | 0.07% | +62+3.0% | Added |
| Meeder Advisory Services, Inc. | 2,164 | $329.1K | 0.01% | −305−12.4% | Reduced |
| Samalin Investment Counsel, LLC | 2,164 | $329.1K | 0.11% | −186−7.9% | Reduced |
| Arbor Investment Advisors, LLC | 2,181 | $331.6K | 0.04% | 00.0% | Unchanged |
| Blair William & Co | 2,184 | $332.1K | 0.00% | −546−20.0% | Reduced |
| Prelude Capital Management, LLC | 2,187 | $332.5K | 0.02% | +718+48.9% | Added |
| WSFS Capital Management, LLC | 2,191 | $333.1K | 0.01% | +54+2.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,206 | $335.4K | 0.00% | −1,538−41.1% | Reduced |
| Integrated Wealth Concepts LLC | 2,221 | $337.7K | 0.00% | −62−2.7% | Reduced |
| Financial Planning Hawaii, Inc. | 2,232 | $339.3K | 0.18% | +647+40.8% | Added |
| Great Lakes Advisors, LLC | 2,238 | $340.2K | 0.00% | +214+10.6% | Added |
| Essex Financial Services, Inc. | 2,241 | $340.7K | 0.02% | +107+5.0% | Added |
| Searle & Co. | 2,260 | $343.6K | 0.08% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 2,282 | $346.9K | 0.02% | +147+6.9% | Added |
| Evergreen Capital Management LLC | 2,290 | $348.1K | 0.01% | −2,912−56.0% | Reduced |
| Salem Investment Counselors Inc | 2,313 | $351.6K | 0.01% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 2,318 | $352.5K | 0.01% | +166+7.7% | Added |
| Cadent Capital Advisors, LLC | 2,325 | $353.5K | 0.07% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 2,328 | $353.9K | 0.01% | −100−4.1% | Reduced |
| Aaron Wealth Advisors | 2,333 | $354.7K | 0.02% | −817−25.9% | Reduced |
| Drive Wealth Management, LLC | 2,348 | $356.9K | 0.06% | −54−2.2% | Reduced |
| Principal Securities, Inc. | 2,362 | $359.1K | 0.00% | +135+6.1% | Added |
| TMB Capital Partners, LLC | 2,370 | $360.3K | 0.11% | +102+4.5% | Added |
| Erste Asset Management GmbH | 2,452 | $365.5K | 0.00% | +63+2.6% | Added |
| Westpac Banking Corp | 2,406 | $365.8K | 0.02% | −29−1.2% | Reduced |
| EP Wealth Advisors, LLC | 2,421 | $368.1K | 0.00% | +584+31.8% | Added |
| Morey & Quinn Wealth Partners, LLC | 2,440 | $371.0K | 0.24% | +5+0.2% | Added |
| OpenArc Corporate Advisory, LLC | 2,450 | $372.5K | 0.00% | +482+24.5% | Added |
| Darwin Advisors, LLC | 2,450 | $372.5K | 0.10% | +9+0.4% | Added |
| Axxcess Wealth Management, LLC | 2,450 | $372.5K | 0.01% | +2,450 | New |
| Calton & Associates, Inc. | 2,456 | $373.4K | 0.05% | −101−3.9% | Reduced |
| Titleist Asset Management, LLC | 2,466 | $375.0K | 0.03% | +2,466 | New |
| Confluence Wealth Services, Inc. | 2,468 | $375.2K | 0.01% | +305+14.1% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 2,541 | $386.3K | 0.01% | −48,298−95.0% | Reduced |
| Edmp, Inc. | 2,552 | $388.0K | 0.31% | +890+53.5% | Added |
| Diversify Advisory Services, LLC | 2,238 | $388.5K | 0.01% | +2,238 | New |
| Diversify Wealth Management, LLC | 2,238 | $388.5K | 0.01% | +2,238 | New |
| Vontobel Holding Ltd. | 2,565 | $390.0K | 0.00% | +168+7.0% | Added |
| Agate Pass Investment Management, LLC | 2,582 | $392.5K | 0.14% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,582 | $392.5K | 0.02% | −284−9.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,584 | $392.9K | 0.00% | −2,156−45.5% | Reduced |
| Cornerstone Wealth Group, LLC | 2,587 | $393.4K | 0.02% | +81+3.2% | Added |
| Vise Technologies, Inc. | 2,598 | $395.0K | 0.00% | −571−18.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 2,605 | $396.0K | 0.06% | +75+3.0% | Added |
| Blue Chip Partners, Inc. | 2,614 | $397.5K | 0.03% | +9+0.3% | Added |
| Pursuit Wealth Strategies, LLC | 2,633 | $400.3K | 0.52% | +7+0.3% | Added |
| Leuthold Group, LLC | 2,642 | $401.7K | 0.04% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 2,645 | $402.1K | 0.00% | +4+0.2% | Added |
| Phillips Wealth Planners LLC | 2,421 | $405.8K | 0.30% | 00.0% | Unchanged |
| Everence Capital Management Inc | 2,691 | $409.0K | 0.02% | +611+29.4% | Added |
| Board of the Pension Protection Fund | 2,700 | $410.5K | 0.39% | −6,600−71.0% | Reduced |
| Anchyra Partners LLC | 2,718 | $413.2K | 0.10% | −22−0.8% | Reduced |
| Argus Investors' Counsel, Inc. | 2,723 | $414.0K | 0.32% | −10.0% | Reduced |
| Great Lakes Retirement, Inc. | 2,723 | $414.0K | 0.04% | −10.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 2,735 | $415.8K | 0.09% | −78−2.8% | Reduced |
| Thompson David Blair | 2,741 | $416.7K | 0.21% | +2,741 | New |
| IFP Advisors, Inc | 2,745 | $417.3K | 0.01% | −97−3.4% | Reduced |
| MTM Investment Management, LLC | 2,752 | $418.4K | 0.12% | 00.0% | Unchanged |
| FORM Wealth Advisors, LLC | 2,772 | $421.4K | 0.05% | +10+0.4% | Added |
| Ostrum Asset Management | 2,773 | $421.6K | 0.02% | +947+51.9% | Added |
| Smartleaf Asset Management LLC | 2,845 | $424.2K | 0.01% | 00.0% | Unchanged |
| TCW Group Inc | 2,801 | $425.8K | 0.00% | −26−0.9% | Reduced |
| Merit Financial Group, LLC | 2,847 | $432.9K | 0.00% | −265−8.5% | Reduced |
| Greenleaf Trust | 2,857 | $434.4K | 0.00% | −538−15.8% | Reduced |
| Checchi Capital Advisers, LLC | 2,865 | $435.6K | 0.03% | +105+3.8% | Added |
| Oppenheimer & Co Inc | 2,873 | $436.8K | 0.00% | −55−1.9% | Reduced |
| Shulman DeMeo Asset Management LLC | 2,878 | $437.6K | 0.08% | −20−0.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,902 | $441.2K | 0.01% | +404+16.2% | Added |
| Kestra Private Wealth Services, LLC | 2,912 | $442.7K | 0.00% | +25+0.9% | Added |
| Waterloo Capital, L.P. | 2,995 | $455.4K | 0.03% | −335−10.1% | Reduced |
| Tower Research Capital LLC (TRC) | 2,999 | $455.9K | 0.01% | −265−8.1% | Reduced |
| Coquina Private Wealth LLC | 3,035 | $461.5K | 0.31% | −29−0.9% | Reduced |
| AlphaCore Capital LLC | 3,042 | $462.5K | 0.01% | −2,699−47.0% | Reduced |
| Ballentine Partners, LLC | 3,071 | $466.9K | 0.01% | +292+10.5% | Added |
| Novak & Powell Financial Services, Inc. | 3,073 | $467.1K | 0.22% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,084 | $467.2K | 0.01% | +18+0.6% | Added |
| Sowell Financial Services LLC | 3,079 | $468.1K | 0.02% | +250+8.8% | Added |
| Quad-Cities Investment Group, LLC | 3,080 | $468.3K | 0.17% | +9+0.3% | Added |
| Loomis Sayles & Co L P | 3,090 | $469.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 3,093 | $470.2K | 0.00% | −31−1.0% | Reduced |
| Brighton Jones LLC | 3,104 | $471.9K | 0.01% | −137−4.2% | Reduced |
| Tannin Capital LLC | 3,219 | $489.3K | 0.32% | +307+10.5% | Added |
| Bessemer Group Inc | 3,249 | $492.0K | 0.00% | +179+5.8% | Added |
| Westwood Holdings Group Inc. | 3,269 | $497.0K | 0.00% | +3,269 | New |
| Twin Capital Management Inc | 3,287 | $499.7K | 0.05% | −3,059−48.2% | Reduced |
| Level Four Advisory Services, LLC | 3,287 | $499.8K | 0.01% | +64+2.0% | Added |
| Frec Markets, Inc. | 3,306 | $502.6K | 0.05% | +1,741+111.2% | Added |
| Prana Capital Management, LP | 3,320 | $504.7K | 0.02% | −356,019−99.1% | Reduced |
| Citizens Financial Group Inc | 3,329 | $506.1K | 0.01% | −1,283−27.8% | Reduced |
| Visionary Wealth Advisors | 3,355 | $510.0K | 0.02% | +128+4.0% | Added |
| Atlanta Consulting Group Advisors, LLC | 3,383 | $514.3K | 0.08% | 00.0% | Unchanged |
| Westerkirk Capital Inc. | 3,400 | $516.9K | 0.05% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 3,445 | $523.7K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 3,540 | $538.2K | 0.00% | −273−7.2% | Reduced |