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 |
|---|---|---|---|---|---|
| Fifth Third Wealth Advisors LLC | 3,631 | $552.0K | 0.02% | +43+1.2% | Added |
| Catalyst Funds Management Pty Ltd | 3,600 | $547.3K | 0.03% | +1,658+85.4% | Added |
| Callan Family Office, LLC | 3,573 | $543.3K | 0.01% | +51+1.4% | Added |
| Cookson Peirce & Co Inc | 3,551 | $539.9K | 0.02% | +142+4.2% | Added |
| Benjamin Edwards Inc | 3,540 | $538.2K | 0.00% | −273−7.2% | Reduced |
| Texas Yale Capital Corp. | 3,445 | $523.7K | 0.01% | 00.0% | Unchanged |
| Westerkirk Capital Inc. | 3,400 | $516.9K | 0.05% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 3,383 | $514.3K | 0.08% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 3,355 | $510.0K | 0.02% | +128+4.0% | Added |
| Citizens Financial Group Inc | 3,329 | $506.1K | 0.01% | −1,283−27.8% | Reduced |
| Prana Capital Management, LP | 3,320 | $504.7K | 0.02% | −356,019−99.1% | Reduced |
| Frec Markets, Inc. | 3,306 | $502.6K | 0.05% | +1,741+111.2% | Added |
| Level Four Advisory Services, LLC | 3,287 | $499.8K | 0.01% | +64+2.0% | Added |
| Twin Capital Management Inc | 3,287 | $499.7K | 0.05% | −3,059−48.2% | Reduced |
| Westwood Holdings Group Inc. | 3,269 | $497.0K | 0.00% | +3,269 | New |
| Bessemer Group Inc | 3,249 | $492.0K | 0.00% | +179+5.8% | Added |
| Tannin Capital LLC | 3,219 | $489.3K | 0.32% | +307+10.5% | Added |
| Brighton Jones LLC | 3,104 | $471.9K | 0.01% | −137−4.2% | Reduced |
| Huntington National Bank | 3,093 | $470.2K | 0.00% | −31−1.0% | Reduced |
| Loomis Sayles & Co L P | 3,090 | $469.8K | 0.00% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 3,080 | $468.3K | 0.17% | +9+0.3% | Added |
| Sowell Financial Services LLC | 3,079 | $468.1K | 0.02% | +250+8.8% | Added |
| Horizon Investments, LLC | 3,084 | $467.2K | 0.01% | +18+0.6% | Added |
| Novak & Powell Financial Services, Inc. | 3,073 | $467.1K | 0.22% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,071 | $466.9K | 0.01% | +292+10.5% | Added |
| AlphaCore Capital LLC | 3,042 | $462.5K | 0.01% | −2,699−47.0% | Reduced |
| Coquina Private Wealth LLC | 3,035 | $461.5K | 0.31% | −29−0.9% | Reduced |
| Tower Research Capital LLC (TRC) | 2,999 | $455.9K | 0.01% | −265−8.1% | Reduced |
| Waterloo Capital, L.P. | 2,995 | $455.4K | 0.03% | −335−10.1% | Reduced |
| Kestra Private Wealth Services, LLC | 2,912 | $442.7K | 0.00% | +25+0.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,902 | $441.2K | 0.01% | +404+16.2% | Added |
| Shulman DeMeo Asset Management LLC | 2,878 | $437.6K | 0.08% | −20−0.7% | Reduced |
| Oppenheimer & Co Inc | 2,873 | $436.8K | 0.00% | −55−1.9% | Reduced |
| Checchi Capital Advisers, LLC | 2,865 | $435.6K | 0.03% | +105+3.8% | Added |
| Greenleaf Trust | 2,857 | $434.4K | 0.00% | −538−15.8% | Reduced |
| Merit Financial Group, LLC | 2,847 | $432.9K | 0.00% | −265−8.5% | Reduced |
| TCW Group Inc | 2,801 | $425.8K | 0.00% | −26−0.9% | Reduced |
| Smartleaf Asset Management LLC | 2,845 | $424.2K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,773 | $421.6K | 0.02% | +947+51.9% | Added |
| FORM Wealth Advisors, LLC | 2,772 | $421.4K | 0.05% | +10+0.4% | Added |
| MTM Investment Management, LLC | 2,752 | $418.4K | 0.12% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,745 | $417.3K | 0.01% | −97−3.4% | Reduced |
| Thompson David Blair | 2,741 | $416.7K | 0.21% | +2,741 | New |
| Legacy Wealth Asset Management, LLC | 2,735 | $415.8K | 0.09% | −78−2.8% | 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 |
| Anchyra Partners LLC | 2,718 | $413.2K | 0.10% | −22−0.8% | Reduced |
| Board of the Pension Protection Fund | 2,700 | $410.5K | 0.39% | −6,600−71.0% | Reduced |
| Everence Capital Management Inc | 2,691 | $409.0K | 0.02% | +611+29.4% | Added |
| Phillips Wealth Planners LLC | 2,421 | $405.8K | 0.30% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 2,645 | $402.1K | 0.00% | +4+0.2% | Added |
| Leuthold Group, LLC | 2,642 | $401.7K | 0.04% | 00.0% | Unchanged |
| Pursuit Wealth Strategies, LLC | 2,633 | $400.3K | 0.52% | +7+0.3% | Added |
| Blue Chip Partners, Inc. | 2,614 | $397.5K | 0.03% | +9+0.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,605 | $396.0K | 0.06% | +75+3.0% | Added |
| Vise Technologies, Inc. | 2,598 | $395.0K | 0.00% | −571−18.0% | Reduced |
| Cornerstone Wealth Group, LLC | 2,587 | $393.4K | 0.02% | +81+3.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,584 | $392.9K | 0.00% | −2,156−45.5% | Reduced |
| Venturi Wealth Management, LLC | 2,582 | $392.5K | 0.02% | −284−9.9% | Reduced |
| Agate Pass Investment Management, LLC | 2,582 | $392.5K | 0.14% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 2,565 | $390.0K | 0.00% | +168+7.0% | 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 |
| Edmp, Inc. | 2,552 | $388.0K | 0.31% | +890+53.5% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 2,541 | $386.3K | 0.01% | −48,298−95.0% | Reduced |
| Confluence Wealth Services, Inc. | 2,468 | $375.2K | 0.01% | +305+14.1% | Added |
| Titleist Asset Management, LLC | 2,466 | $375.0K | 0.03% | +2,466 | New |
| Calton & Associates, Inc. | 2,456 | $373.4K | 0.05% | −101−3.9% | Reduced |
| Axxcess Wealth Management, LLC | 2,450 | $372.5K | 0.01% | +2,450 | New |
| Darwin Advisors, LLC | 2,450 | $372.5K | 0.10% | +9+0.4% | Added |
| OpenArc Corporate Advisory, LLC | 2,450 | $372.5K | 0.00% | +482+24.5% | Added |
| Morey & Quinn Wealth Partners, LLC | 2,440 | $371.0K | 0.24% | +5+0.2% | Added |
| EP Wealth Advisors, LLC | 2,421 | $368.1K | 0.00% | +584+31.8% | Added |
| Westpac Banking Corp | 2,406 | $365.8K | 0.02% | −29−1.2% | Reduced |
| Erste Asset Management GmbH | 2,452 | $365.5K | 0.00% | +63+2.6% | Added |
| TMB Capital Partners, LLC | 2,370 | $360.3K | 0.11% | +102+4.5% | Added |
| Principal Securities, Inc. | 2,362 | $359.1K | 0.00% | +135+6.1% | Added |
| Drive Wealth Management, LLC | 2,348 | $356.9K | 0.06% | −54−2.2% | Reduced |
| Aaron Wealth Advisors | 2,333 | $354.7K | 0.02% | −817−25.9% | Reduced |
| Evercore Wealth Management, LLC | 2,328 | $353.9K | 0.01% | −100−4.1% | Reduced |
| Cadent Capital Advisors, LLC | 2,325 | $353.5K | 0.07% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 2,318 | $352.5K | 0.01% | +166+7.7% | Added |
| Salem Investment Counselors Inc | 2,313 | $351.6K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,290 | $348.1K | 0.01% | −2,912−56.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 2,282 | $346.9K | 0.02% | +147+6.9% | Added |
| Searle & Co. | 2,260 | $343.6K | 0.08% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,241 | $340.7K | 0.02% | +107+5.0% | Added |
| Great Lakes Advisors, LLC | 2,238 | $340.2K | 0.00% | +214+10.6% | Added |
| Financial Planning Hawaii, Inc. | 2,232 | $339.3K | 0.18% | +647+40.8% | Added |
| Integrated Wealth Concepts LLC | 2,221 | $337.7K | 0.00% | −62−2.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,206 | $335.4K | 0.00% | −1,538−41.1% | Reduced |
| WSFS Capital Management, LLC | 2,191 | $333.1K | 0.01% | +54+2.5% | Added |
| Prelude Capital Management, LLC | 2,187 | $332.5K | 0.02% | +718+48.9% | Added |
| Blair William & Co | 2,184 | $332.1K | 0.00% | −546−20.0% | Reduced |
| Arbor Investment Advisors, LLC | 2,181 | $331.6K | 0.04% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 2,164 | $329.1K | 0.11% | −186−7.9% | Reduced |
| Meeder Advisory Services, Inc. | 2,164 | $329.1K | 0.01% | −305−12.4% | Reduced |
| Collective Family Office LLC | 2,124 | $322.9K | 0.07% | +62+3.0% | Added |
| Mather Group, LLC. | 2,113 | $321.3K | 0.00% | +64+3.1% | Added |
| First Eagle Investment Management, LLC | 2,110 | $320.8K | 0.00% | −361−14.6% | Reduced |