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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 2,103 | $319.4K | 0.00% | +274+15.0% | Added |
| Clarus Group, Inc. | 2,101 | $319.3K | 0.11% | −170−7.5% | Reduced |
| Plan Group Financial, LLC | 2,082 | $316.5K | 0.07% | +560+36.8% | Added |
| Sun Financial Inc | 1,753 | $314.0K | 0.15% | −188−9.7% | Reduced |
| TD Private Client Wealth LLC | 2,057 | $312.7K | 0.01% | +263+14.7% | Added |
| Allred Capital Management, LLC | 2,041 | $310.3K | 0.10% | +13+0.6% | Added |
| Oslo Pensjonsforsikring AS | 2,038 | $309.8K | 0.04% | +268+15.1% | Added |
| Optiver Holding B.V. | 2,018 | $306.8K | 0.00% | +2,018 | New |
| Sagespring Wealth Partners, LLC | 2,012 | $305.9K | 0.00% | +278+16.0% | Added |
| Flagship Harbor Advisors, LLC | 2,003 | $304.5K | 0.01% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 2,000 | $304.1K | 0.02% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,991 | $302.6K | 0.01% | +275+16.0% | Added |
| Trust Asset Management LLC | 1,979 | $300.9K | 0.02% | −61−3.0% | Reduced |
| Prospera Financial Services Inc | 1,963 | $298.5K | 0.00% | −617−23.9% | Reduced |
| Delta Asset Management LLC | 1,962 | $298.3K | 0.03% | 00.0% | Unchanged |
| Horizon Advisory Services, Inc. | 1,948 | $296.2K | 0.12% | −82−4.0% | Reduced |
| Kera Capital Partners, Inc. | 1,935 | $294.2K | 0.03% | +487+33.6% | Added |
| SRS Capital Advisors, Inc. | 1,928 | $293.1K | 0.00% | +270+16.3% | Added |
| Portside Wealth Group, LLC | 1,927 | $293.0K | 0.03% | +126+7.0% | Added |
| Stonebrook Private Inc. | 1,922 | $292.2K | 0.05% | +21+1.1% | Added |
| Koshinski Asset Management, Inc. | 1,916 | $291.3K | 0.02% | −75−3.8% | Reduced |
| Pinnacle Financial Partners, Inc. | 1,892 | $287.7K | 0.00% | −37−1.9% | Reduced |
| Southeast Asset Advisors Inc. | 1,846 | $280.6K | 0.03% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,836 | $279.1K | 0.00% | −668−26.7% | Reduced |
| Dynamic Advisor Solutions LLC | 1,835 | $279.0K | 0.01% | −14−0.8% | Reduced |
| Parallel Advisors, LLC | 1,834 | $278.9K | 0.00% | +43+2.4% | Added |
| Novare Capital Management LLC | 1,809 | $275.0K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 1,807 | $274.7K | 0.00% | −26−1.4% | Reduced |
| NewEdge Wealth, LLC | 1,803 | $274.2K | 0.00% | +57+3.3% | Added |
| Meeder Asset Management Inc | 1,800 | $273.7K | 0.01% | +1,758+4,185.7% | Added |
| First United Bank Trust | 1,785 | $271.4K | 0.08% | +15+0.8% | Added |
| Aspire Growth Partners LLC | 1,784 | $271.2K | 0.16% | +7+0.4% | Added |
| Quantitative Investment Management, LLC | 1,778 | $270.0K | 0.03% | +1,778 | New |
| Texas Capital Bank Wealth Management Services Inc | 1,737 | $264.1K | 0.01% | −369−17.5% | Reduced |
| Berkshire Asset Management LLC | 1,733 | $263.5K | 0.01% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,568 | $260.9K | 0.01% | −63−3.9% | Reduced |
| Exchange Traded Concepts, LLC | 1,704 | $259.1K | 0.00% | +32+1.9% | Added |
| Cigna Investments Inc | 1,689 | $256.0K | 0.03% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,596 | $252.6K | 0.00% | −55−3.3% | Reduced |
| Ethos Financial Group, LLC | 1,442 | $251.1K | 0.02% | +1,442 | New |
| South Dakota Investment Council | 1,650 | $251.0K | 0.00% | +400+32.0% | Added |
| Dorsey & Whitney Trust CO LLC | 1,640 | $249.3K | 0.01% | +26+1.6% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,638 | $249.0K | 0.02% | 00.0% | Unchanged |
| First Bank & Trust | 1,626 | $247.2K | 0.04% | −206−11.2% | Reduced |
| Perigon Wealth Management, LLC | 1,605 | $244.0K | 0.00% | +191+13.5% | Added |
| 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 |
| Carson Advisory Inc. | 1,586 | $241.1K | 0.11% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,577 | $239.7K | 0.00% | +944+149.1% | Added |
| Pine Valley Investments Ltd Liability Co | 1,568 | $238.4K | 0.01% | +41+2.7% | Added |
| Eldridge Investment Advisors, Inc. | 1,563 | $236.8K | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,508 | $229.3K | 0.01% | −65−4.1% | Reduced |
| Alps Advisors Inc | 1,502 | $228.3K | 0.00% | +1,502 | New |
| Circle Wealth Management, LLC | 1,493 | $227.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,488 | $226.3K | 0.01% | −131−8.1% | Reduced |
| Central Bank & Trust Co | 1,481 | $225.2K | 0.03% | −145−8.9% | Reduced |
| Catalyst Capital Advisors LLC | 1,470 | $223.5K | 0.00% | 00.0% | Unchanged |
| 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 |
| Stratos Wealth Advisors, LLC | 1,453 | $221.0K | 0.01% | −54−3.6% | Reduced |
| Angeles Wealth Management, LLC | 1,434 | $218.0K | 0.01% | −7−0.5% | Reduced |
| Evolve Private Wealth, LLC | 1,431 | $217.5K | 0.01% | −43−2.9% | Reduced |
| Personal Cfo Solutions, LLC | 1,431 | $217.5K | 0.03% | +1,431 | New |
| Zacks Investment Management | 1,428 | $217.1K | 0.00% | +1,428 | New |
| Independent Financial Group, LLC | 1,426 | $216.8K | 0.00% | +33+2.4% | Added |
| Miracle Mile Advisors, LLC | 1,421 | $216.0K | 0.00% | +1,421 | New |
| Brown Advisory Inc | 1,397 | $212.4K | 0.00% | +9+0.6% | Added |
| nVerses Capital, LLC | 1,394 | $211.9K | 0.33% | +1,394 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,388 | $211.0K | 0.02% | +1+0.1% | Added |
| State of Wyoming | 1,367 | $207.8K | 0.02% | −5−0.4% | Reduced |
| Old National Bancorp | 1,365 | $207.5K | 0.00% | +1,365 | New |
| Hamilton Capital Partners Inc. | 1,359 | $206.6K | 0.01% | −226−14.3% | Reduced |
| Market Street Wealth Management Advisors LLC | 1,356 | $206.2K | 0.03% | −42−3.0% | Reduced |
| Winebrenner Capital Management LLC | 1,354 | $205.8K | 0.13% | +1,354 | New |
| Assetmark, Inc | 1,350 | $205.2K | 0.00% | −54−3.8% | Reduced |
| Sovereign Financial Group, Inc. | 1,346 | $204.6K | 0.03% | +1,346 | New |
| 111 Capital | 1,339 | $203.6K | 0.03% | +1,339 | New |
| Sax Wealth Advisors, LLC | 1,392 | $201.6K | 0.01% | +23+1.7% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 1,257 | $191.1K | 0.00% | +1,257 | New |
| Umb Bank N A | 1,205 | $183.2K | 0.00% | −29−2.4% | Reduced |
| Purpose Unlimited Inc. | 1,200 | $182.4K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,059 | $161.0K | 0.01% | −189−15.1% | Reduced |
| Global Retirement Partners, LLC | 1,012 | $153.8K | 0.00% | +1,012 | New |
| Allworth Financial LP | 1,005 | $152.9K | 0.00% | −343−25.4% | Reduced |
| Cohen & Steers, Inc. | 1,000 | $152.0K | 0.00% | −400−28.6% | Reduced |
| Kentucky Trust Co | 980 | $149.0K | 0.07% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 975 | $148.2K | 0.01% | 00.0% | Unchanged |
| Camden Capital, LLC | 975 | $148.2K | 0.01% | +21+2.2% | Added |
| Colonial Trust Co | 939 | $142.8K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 931 | $141.5K | 0.01% | −2,425−72.3% | Reduced |
| Bruce G. Allen Investments, LLC | 923 | $140.3K | 0.09% | −140−13.2% | Reduced |
| Park Place Capital Corp | 920 | $139.9K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 914 | $139.0K | 0.00% | +221+31.9% | Added |
| EverSource Wealth Advisors, LLC | 856 | $130.1K | 0.00% | −599−41.2% | Reduced |
| Parkside Financial Bank & Trust | 812 | $123.4K | 0.01% | +33+4.2% | Added |
| Massmutual Trust Co FSB | 765 | $116.3K | 0.00% | +71+10.2% | Added |
| CVA Family Office, LLC | 733 | $111.4K | 0.01% | +63+9.4% | Added |
| Federated Hermes, Inc. | 732 | $111.3K | 0.00% | −29−3.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 732 | $111.2K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 719 | $109.3K | 0.01% | 00.0% | Unchanged |