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 |
|---|---|---|---|---|---|
| Muirfield Wealth Advisors LLC | 7,464 | $1.13M | 0.74% | +27+0.4% | Added |
| Fulton Bank, N.A. | 7,399 | $1.12M | 0.03% | −278−3.6% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 7,332 | $1.11M | 0.27% | −7−0.1% | Reduced |
| Adelphi Trust Co | 7,321 | $1.11M | 0.74% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 7,309 | $1.11M | 0.27% | +4,385+150.0% | Added |
| Beverly Hills Private Wealth, LLC | 7,308 | $1.11M | 0.21% | +4,073+125.9% | Added |
| Oxford Financial Group Ltd | 7,213 | $1.10M | 0.06% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 7,145 | $1.09M | 0.21% | +5+0.1% | Added |
| Savant Capital, LLC | 7,213 | $1.08M | 0.00% | +3,385+88.4% | Added |
| Tokio Marine Asset Management Co Ltd | 6,963 | $1.06M | 0.03% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 7,291 | $1.06M | 0.17% | −327−4.3% | Reduced |
| Penserra Capital Management LLC | 6,934 | $1.05M | 0.01% | +5,910+577.1% | Added |
| GAMMA Investing LLC | 6,831 | $1.04M | 0.04% | +432+6.8% | Added |
| MUFG Securities EMEA plc | 6,789 | $1.03M | 0.01% | −402−5.6% | Reduced |
| Thrivent Financial for Lutherans | 6,725 | $1.02M | 0.00% | −71,999−91.5% | Reduced |
| Skylands Capital, LLC | 6,725 | $1.02M | 0.13% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 6,450 | $980.6K | 0.60% | 00.0% | Unchanged |
| Empirical Finance, LLC | 6,417 | $975.6K | 0.04% | +204+3.3% | Added |
| One + One Wealth Management, LLC | 6,394 | $972.1K | 0.43% | −56−0.9% | Reduced |
| Intrust Bank NA | 6,392 | $971.8K | 0.07% | −238−3.6% | Reduced |
| Stephens Inc | 6,388 | $971.2K | 0.01% | −46−0.7% | Reduced |
| HBK Sorce Advisory LLC | 5,268 | $951.2K | 0.02% | −19−0.4% | Reduced |
| Staley Capital Advisers Inc | 6,250 | $950.2K | 0.04% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 6,045 | $919.0K | 0.28% | +3,547+142.0% | Added |
| E. Ohman J:or Asset Management AB | 6,017 | $914.8K | 0.02% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 5,900 | $897.0K | 0.03% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 6,007 | $895.5K | 0.01% | −47,122−88.7% | Reduced |
| Systematic Alpha Investments, LLC | 5,700 | $866.6K | 0.02% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 5,684 | $864.1K | 0.01% | −6,286−52.5% | Reduced |
| one8zero8, LLC | 5,637 | $857.0K | 0.17% | +1,000+21.6% | Added |
| Coldstream Capital Management Inc | 5,625 | $855.1K | 0.01% | +637+12.8% | Added |
| Vestcor Inc | 5,571 | $847.0K | 0.02% | −1,065−16.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 5,562 | $845.6K | 0.01% | −51−0.9% | Reduced |
| Moody National Bank Trust Division | 5,434 | $826.1K | 0.07% | −17−0.3% | Reduced |
| Bridgewater Advisors Inc. | 4,652 | $823.7K | 0.04% | −26−0.6% | Reduced |
| Fox Run Management, L.L.C. | 5,409 | $822.3K | 0.14% | +5,409 | New |
| Consolidated Planning Corp | 5,384 | $818.5K | 0.11% | −2,478−31.5% | Reduced |
| CAPROCK Group, Inc. | 5,344 | $812.5K | 0.02% | −2,388−30.9% | Reduced |
| V-Square Quantitative Management LLC | 5,337 | $811.4K | 0.08% | −10,507−66.3% | Reduced |
| Stoneridge Investment Partners LLC | 4,600 | $810.0K | 0.53% | +4,600 | New |
| NorthCrest Asset Manangement, LLC | 4,787 | $807.6K | 0.02% | +639+15.4% | Added |
| North Dakota State Investment Board | 5,302 | $806.1K | 0.03% | +148+2.9% | Added |
| Axq Capital, LP | 5,271 | $801.4K | 0.09% | +5,271 | New |
| Raiffeisen Bank International AG | 5,359 | $798.9K | 0.01% | −30,124−84.9% | Reduced |
| MUFG Securities Americas Inc. | 5,224 | $794.2K | 0.04% | +370+7.6% | Added |
| Ronald Blue Trust, Inc. | 5,104 | $776.0K | 0.01% | −196−3.7% | Reduced |
| Securian Asset Management, Inc | 4,580 | $771.1K | 0.03% | −100−2.1% | Reduced |
| Two Sigma Securities, LLC | 5,058 | $769.0K | 0.07% | +5,058 | New |
| EFG International AG | 5,054 | $768.4K | 0.01% | +186+3.8% | Added |
| HB Wealth Management, LLC | 5,050 | $767.8K | 0.00% | −196−3.7% | Reduced |
| Bradley Foster & Sargent Inc | 5,039 | $766.1K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 5,029 | $764.6K | 0.26% | +500+11.0% | Added |
| denkapparat Operations GmbH | 5,016 | $762.6K | 0.25% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 4,998 | $759.8K | 0.01% | −881−15.0% | Reduced |
| Brown Brothers Harriman & Co | 4,989 | $758.5K | 0.00% | +1,990+66.4% | Added |
| CX Institutional | 4,957 | $754.0K | 0.02% | +2,414+94.9% | Added |
| Laird Norton Trust Company, LLC | 4,945 | $751.8K | 0.01% | +17+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,871 | $740.0K | 0.00% | +995+25.7% | Added |
| Tranquility Partners, LLC | 4,847 | $736.9K | 0.25% | 00.0% | Unchanged |
| Net Worth Advisory Group | 4,824 | $733.4K | 0.18% | −206−4.1% | Reduced |
| Tema ETFs LLC | 4,818 | $732.5K | 0.02% | +435+9.9% | Added |
| Avanza Fonder AB | 4,790 | $728.2K | 0.02% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 4,762 | $724.0K | 0.15% | −1,244−20.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,745 | $721.4K | 0.00% | −16,596−77.8% | Reduced |
| Principal Street Partners, LLC | 4,730 | $719.1K | 0.11% | +32+0.7% | Added |
| STRS Ohio | 4,680 | $711.5K | 0.00% | +415+9.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 4,672 | $710.3K | 0.04% | −139−2.9% | Reduced |
| Quadrature Capital Ltd | 4,630 | $703.9K | 0.01% | +4,630 | New |
| Osmosis Investment Management UK Ltd | 4,542 | $690.5K | 0.03% | −4,569−50.1% | Reduced |
| Quadrant Capital Group LLC | 4,539 | $690.1K | 0.02% | +16+0.4% | Added |
| Plato Investment Management Ltd | 4,559 | $689.1K | 0.04% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 4,488 | $682.3K | 0.07% | +2,410+116.0% | Added |
| Canada Post Corp Registered Pension Plan | 4,483 | $681.5K | 0.02% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 4,482 | $681.4K | 0.00% | +806+21.9% | Added |
| Johnson Investment Counsel Inc | 4,400 | $668.9K | 0.00% | −14−0.3% | Reduced |
| Wealthcare Advisory Partners LLC | 4,354 | $662.0K | 0.01% | −536−11.0% | Reduced |
| Peak Planning Group, LLC | 4,247 | $645.6K | 0.15% | −893−17.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,240 | $644.5K | 0.00% | −43−1.0% | Reduced |
| Syon Capital LLC | 4,198 | $638.2K | 0.03% | +828+24.6% | Added |
| Harrell Investment Partners, LLC | 4,182 | $635.8K | 0.14% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 3,771 | $626.5K | 0.01% | +698+22.7% | Added |
| Kingswood Wealth Advisors, LLC | 4,095 | $622.6K | 0.03% | −23−0.6% | Reduced |
| Great Valley Advisor Group, Inc. | 4,076 | $619.5K | 0.01% | +20.0% | Added |
| Guggenheim Capital LLC | 4,028 | $612.4K | 0.00% | +452+12.6% | Added |
| Resurgent Financial Advisors LLC | 3,992 | $606.9K | 0.17% | +3,992 | New |
| Tectonic Advisors LLC | 3,982 | $605.3K | 0.03% | +93+2.4% | Added |
| Balyasny Asset Management LLC | 3,955 | $601.3K | 0.00% | +1,337+51.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,895 | $592.2K | 0.00% | −1,489−27.7% | Reduced |
| ABLE Financial Group, LLC | 3,892 | $591.7K | 0.10% | −646−14.2% | Reduced |
| Norden Group LLC | 3,890 | $591.5K | 0.05% | +17+0.4% | Added |
| Rehmann Capital Advisory Group | 3,862 | $587.2K | 0.03% | +200+5.5% | Added |
| Lido Advisors, LLC | 3,857 | $586.5K | 0.00% | −755−16.4% | Reduced |
| Global Financial Private Client, LLC | 3,848 | $585.0K | 0.16% | +27+0.7% | Added |
| Crestwood Advisors Group LLC | 3,795 | $577.0K | 0.01% | −59−1.5% | Reduced |
| Prudential PLC | 3,777 | $574.2K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 3,764 | $572.2K | 0.00% | −150,805−97.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 3,731 | $567.2K | 0.07% | +68+1.9% | Added |
| Aptus Capital Advisors, LLC | 3,698 | $562.2K | 0.00% | +3,698 | New |
| Legacy Financial Advisors, Inc. | 3,693 | $561.5K | 0.07% | −94−2.5% | Reduced |
| J.W. Cole Advisors, Inc. | 3,690 | $561.0K | 0.01% | +3,690 | New |