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 |
|---|---|---|---|---|---|
| Cookson Peirce & Co Inc | 3,551 | $539.9K | 0.02% | +142+4.2% | Added |
| Callan Family Office, LLC | 3,573 | $543.3K | 0.01% | +51+1.4% | Added |
| Catalyst Funds Management Pty Ltd | 3,600 | $547.3K | 0.03% | +1,658+85.4% | Added |
| Fifth Third Wealth Advisors LLC | 3,631 | $552.0K | 0.02% | +43+1.2% | Added |
| J.W. Cole Advisors, Inc. | 3,690 | $561.0K | 0.01% | +3,690 | New |
| Legacy Financial Advisors, Inc. | 3,693 | $561.5K | 0.07% | −94−2.5% | Reduced |
| Aptus Capital Advisors, LLC | 3,698 | $562.2K | 0.00% | +3,698 | New |
| Keating Financial Advisory Services, Inc. | 3,731 | $567.2K | 0.07% | +68+1.9% | Added |
| Baird Financial Group, Inc. | 3,764 | $572.2K | 0.00% | −150,805−97.6% | Reduced |
| Prudential PLC | 3,777 | $574.2K | 0.00% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 3,795 | $577.0K | 0.01% | −59−1.5% | Reduced |
| Global Financial Private Client, LLC | 3,848 | $585.0K | 0.16% | +27+0.7% | Added |
| Lido Advisors, LLC | 3,857 | $586.5K | 0.00% | −755−16.4% | Reduced |
| Rehmann Capital Advisory Group | 3,862 | $587.2K | 0.03% | +200+5.5% | Added |
| Norden Group LLC | 3,890 | $591.5K | 0.05% | +17+0.4% | Added |
| ABLE Financial Group, LLC | 3,892 | $591.7K | 0.10% | −646−14.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,895 | $592.2K | 0.00% | −1,489−27.7% | Reduced |
| Balyasny Asset Management LLC | 3,955 | $601.3K | 0.00% | +1,337+51.1% | Added |
| Tectonic Advisors LLC | 3,982 | $605.3K | 0.03% | +93+2.4% | Added |
| Resurgent Financial Advisors LLC | 3,992 | $606.9K | 0.17% | +3,992 | New |
| Guggenheim Capital LLC | 4,028 | $612.4K | 0.00% | +452+12.6% | Added |
| Great Valley Advisor Group, Inc. | 4,076 | $619.5K | 0.01% | +20.0% | Added |
| Kingswood Wealth Advisors, LLC | 4,095 | $622.6K | 0.03% | −23−0.6% | Reduced |
| Chicago Partners Investment Group LLC | 3,771 | $626.5K | 0.01% | +698+22.7% | Added |
| Harrell Investment Partners, LLC | 4,182 | $635.8K | 0.14% | 00.0% | Unchanged |
| Syon Capital LLC | 4,198 | $638.2K | 0.03% | +828+24.6% | Added |
| Northwestern Mutual Wealth Management Co | 4,240 | $644.5K | 0.00% | −43−1.0% | Reduced |
| Peak Planning Group, LLC | 4,247 | $645.6K | 0.15% | −893−17.4% | Reduced |
| Wealthcare Advisory Partners LLC | 4,354 | $662.0K | 0.01% | −536−11.0% | Reduced |
| Johnson Investment Counsel Inc | 4,400 | $668.9K | 0.00% | −14−0.3% | Reduced |
| Capstone Investment Advisors, LLC | 4,482 | $681.4K | 0.00% | +806+21.9% | Added |
| Canada Post Corp Registered Pension Plan | 4,483 | $681.5K | 0.02% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 4,488 | $682.3K | 0.07% | +2,410+116.0% | Added |
| Plato Investment Management Ltd | 4,559 | $689.1K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,539 | $690.1K | 0.02% | +16+0.4% | Added |
| Osmosis Investment Management UK Ltd | 4,542 | $690.5K | 0.03% | −4,569−50.1% | Reduced |
| Quadrature Capital Ltd | 4,630 | $703.9K | 0.01% | +4,630 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 4,672 | $710.3K | 0.04% | −139−2.9% | Reduced |
| STRS Ohio | 4,680 | $711.5K | 0.00% | +415+9.7% | Added |
| Principal Street Partners, LLC | 4,730 | $719.1K | 0.11% | +32+0.7% | Added |
| Schonfeld Strategic Advisors LLC | 4,745 | $721.4K | 0.00% | −16,596−77.8% | Reduced |
| Uniting Wealth Partners, LLC | 4,762 | $724.0K | 0.15% | −1,244−20.7% | Reduced |
| Avanza Fonder AB | 4,790 | $728.2K | 0.02% | 00.0% | Unchanged |
| Tema ETFs LLC | 4,818 | $732.5K | 0.02% | +435+9.9% | Added |
| Net Worth Advisory Group | 4,824 | $733.4K | 0.18% | −206−4.1% | Reduced |
| Tranquility Partners, LLC | 4,847 | $736.9K | 0.25% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 4,871 | $740.0K | 0.00% | +995+25.7% | Added |
| Laird Norton Trust Company, LLC | 4,945 | $751.8K | 0.01% | +17+0.3% | Added |
| CX Institutional | 4,957 | $754.0K | 0.02% | +2,414+94.9% | Added |
| Brown Brothers Harriman & Co | 4,989 | $758.5K | 0.00% | +1,990+66.4% | Added |
| Guinness Asset Management LTD | 4,998 | $759.8K | 0.01% | −881−15.0% | Reduced |
| denkapparat Operations GmbH | 5,016 | $762.6K | 0.25% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 5,029 | $764.6K | 0.26% | +500+11.0% | Added |
| Bradley Foster & Sargent Inc | 5,039 | $766.1K | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 5,050 | $767.8K | 0.00% | −196−3.7% | Reduced |
| EFG International AG | 5,054 | $768.4K | 0.01% | +186+3.8% | Added |
| Two Sigma Securities, LLC | 5,058 | $769.0K | 0.07% | +5,058 | New |
| Securian Asset Management, Inc | 4,580 | $771.1K | 0.03% | −100−2.1% | Reduced |
| Ronald Blue Trust, Inc. | 5,104 | $776.0K | 0.01% | −196−3.7% | Reduced |
| MUFG Securities Americas Inc. | 5,224 | $794.2K | 0.04% | +370+7.6% | Added |
| Raiffeisen Bank International AG | 5,359 | $798.9K | 0.01% | −30,124−84.9% | Reduced |
| Axq Capital, LP | 5,271 | $801.4K | 0.09% | +5,271 | New |
| North Dakota State Investment Board | 5,302 | $806.1K | 0.03% | +148+2.9% | Added |
| NorthCrest Asset Manangement, LLC | 4,787 | $807.6K | 0.02% | +639+15.4% | Added |
| Stoneridge Investment Partners LLC | 4,600 | $810.0K | 0.53% | +4,600 | New |
| V-Square Quantitative Management LLC | 5,337 | $811.4K | 0.08% | −10,507−66.3% | Reduced |
| CAPROCK Group, Inc. | 5,344 | $812.5K | 0.02% | −2,388−30.9% | Reduced |
| Consolidated Planning Corp | 5,384 | $818.5K | 0.11% | −2,478−31.5% | Reduced |
| Fox Run Management, L.L.C. | 5,409 | $822.3K | 0.14% | +5,409 | New |
| Bridgewater Advisors Inc. | 4,652 | $823.7K | 0.04% | −26−0.6% | Reduced |
| Moody National Bank Trust Division | 5,434 | $826.1K | 0.07% | −17−0.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,562 | $845.6K | 0.01% | −51−0.9% | Reduced |
| Vestcor Inc | 5,571 | $847.0K | 0.02% | −1,065−16.0% | Reduced |
| Coldstream Capital Management Inc | 5,625 | $855.1K | 0.01% | +637+12.8% | Added |
| one8zero8, LLC | 5,637 | $857.0K | 0.17% | +1,000+21.6% | Added |
| Brevan Howard Capital Management LP | 5,684 | $864.1K | 0.01% | −6,286−52.5% | Reduced |
| Systematic Alpha Investments, LLC | 5,700 | $866.6K | 0.02% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 6,007 | $895.5K | 0.01% | −47,122−88.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 5,900 | $897.0K | 0.03% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 6,017 | $914.8K | 0.02% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 6,045 | $919.0K | 0.28% | +3,547+142.0% | Added |
| Staley Capital Advisers Inc | 6,250 | $950.2K | 0.04% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 5,268 | $951.2K | 0.02% | −19−0.4% | Reduced |
| Stephens Inc | 6,388 | $971.2K | 0.01% | −46−0.7% | Reduced |
| Intrust Bank NA | 6,392 | $971.8K | 0.07% | −238−3.6% | Reduced |
| One + One Wealth Management, LLC | 6,394 | $972.1K | 0.43% | −56−0.9% | Reduced |
| Empirical Finance, LLC | 6,417 | $975.6K | 0.04% | +204+3.3% | Added |
| Yorktown Management & Research Co Inc | 6,450 | $980.6K | 0.60% | 00.0% | Unchanged |
| Skylands Capital, LLC | 6,725 | $1.02M | 0.13% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 6,725 | $1.02M | 0.00% | −71,999−91.5% | Reduced |
| MUFG Securities EMEA plc | 6,789 | $1.03M | 0.01% | −402−5.6% | Reduced |
| GAMMA Investing LLC | 6,831 | $1.04M | 0.04% | +432+6.8% | Added |
| Penserra Capital Management LLC | 6,934 | $1.05M | 0.01% | +5,910+577.1% | Added |
| Formidable Asset Management, LLC | 7,291 | $1.06M | 0.17% | −327−4.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,963 | $1.06M | 0.03% | 00.0% | Unchanged |
| Savant Capital, LLC | 7,213 | $1.08M | 0.00% | +3,385+88.4% | Added |
| West Michigan Advisors, LLC | 7,145 | $1.09M | 0.21% | +5+0.1% | Added |
| Oxford Financial Group Ltd | 7,213 | $1.10M | 0.06% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 7,308 | $1.11M | 0.21% | +4,073+125.9% | Added |
| EntryPoint Capital, LLC | 7,309 | $1.11M | 0.27% | +4,385+150.0% | Added |