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 |
|---|---|---|---|---|---|
| Ossiam | 719 | $109.3K | 0.00% | +719 | New |
| First Horizon Corp | 680 | $103.4K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 631 | $95.9K | 0.09% | +549+669.5% | Added |
| GGM Financials LLC | 624 | $94.8K | 0.04% | +3+0.5% | Added |
| Versant Capital Management, Inc | 604 | $91.8K | 0.01% | +7+1.2% | Added |
| Addison Advisors LLC | 571 | $86.8K | 0.04% | −152−21.0% | Reduced |
| Rothschild Investment LLC | 568 | $86.4K | 0.00% | −15−2.6% | Reduced |
| CrossGen Wealth, LLC | 549 | $83.4K | 0.06% | +8+1.5% | Added |
| Owl Creek Wealth Partners LLC | 544 | $82.7K | 0.02% | +15+2.8% | Added |
| Capital Advisors, Ltd. LLC | 540 | $82.0K | 0.01% | +9+1.7% | Added |
| Security National Bank of So Dak | 521 | $79.2K | 0.04% | +521 | New |
| Cromwell Holdings LLC | 515 | $78.3K | 0.04% | +19+3.8% | Added |
| Foster Dykema Cabot & Partners, LLC | 500 | $76.0K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 473 | $71.9K | 0.04% | −11−2.3% | Reduced |
| HM Payson & Co | 450 | $68.4K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 445 | $67.7K | 0.00% | −115−20.5% | Reduced |
| Zions Bancorporation, National Association | 425 | $64.6K | 0.00% | +12+2.9% | Added |
| First Command Advisory Services, Inc. | 385 | $58.5K | 0.00% | +271+237.7% | Added |
| TD Capital Management LLC | 380 | $57.7K | 0.00% | +1+0.3% | Added |
| Dorato Capital Management | 342 | $57.5K | 0.04% | 00.0% | Unchanged |
| Alerus Financial NA | 362 | $55.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 349 | $53.1K | 0.02% | −11−3.1% | Reduced |
| Cornerstone Planning Group LLC | 314 | $52.8K | 0.01% | −33−9.5% | Reduced |
| LRI Investments, LLC | 337 | $51.2K | 0.00% | +337 | New |
| JFS Wealth Advisors, LLC | 334 | $50.8K | 0.00% | +3+0.9% | Added |
| Bokf, NA | 332 | $50.5K | 0.00% | −30,070−98.9% | Reduced |
| Private Trust Co NA | 326 | $49.6K | 0.00% | −62−16.0% | Reduced |
| Stephenson National Bank & Trust | 325 | $49.4K | 0.01% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 321 | $48.7K | 0.02% | +101+45.9% | Added |
| Basecamp Wealth Advisors LLC | 313 | $47.6K | 0.01% | −5−1.6% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 303 | $46.1K | 0.01% | +303 | New |
| Caitlin John, LLC | 278 | $42.3K | 0.02% | −3,486−92.6% | Reduced |
| Operose Advisors LLC | 271 | $41.2K | 0.01% | −9−3.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 270 | $41.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 261 | $39.7K | 0.01% | −14−5.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 258 | $39.2K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 258 | $39.2K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 256 | $38.9K | 0.00% | −351−57.8% | Reduced |
| ASR Vermogensbeheer N.V. | 206 | $31.3K | 0.00% | −2,965−93.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 199 | $30.3K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 186 | $29.4K | 0.00% | −1−0.5% | Reduced |
| Valley National Advisers Inc | 177 | $26.9K | 0.00% | +3+1.7% | Added |
| Harbor Investment Advisory, LLC | 172 | $26.1K | 0.00% | −36−17.3% | Reduced |
| Creative Financial Designs Inc | 165 | $25.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 165 | $25.1K | 0.00% | +8+5.1% | Added |
| Alpine Bank Wealth Management | 162 | $24.6K | 0.00% | +162 | New |
| Spire Wealth Management | 158 | $24.0K | 0.00% | −1,776−91.8% | Reduced |
| Westside Investment Management, Inc. | 154 | $23.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 153 | $23.3K | 0.00% | −8−5.0% | Reduced |
| Johnson Financial Group, Inc. | 150 | $22.8K | 0.00% | −3−2.0% | Reduced |
| MCF Advisors LLC | 149 | $22.7K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 148 | $22.5K | 0.01% | +139+1,544.4% | Added |
| Harbour Investments, Inc. | 147 | $22.3K | 0.00% | +23+18.5% | Added |
| GW&K Investment Management, LLC | 140 | $21.0K | 0.00% | −9−6.0% | Reduced |
| Bell Investment Advisors, Inc | 134 | $20.4K | 0.00% | −10−6.9% | Reduced |
| Birchbrook, Inc. | 131 | $19.9K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 126 | $19.2K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 123 | $18.7K | 0.00% | +62+101.6% | Added |
| Action Point Financial Planning, LLC | 125 | $18.3K | 0.00% | +125 | New |
| Smithfield Trust Co | 120 | $18.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 117 | $17.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 103 | $17.3K | 0.00% | −8−7.2% | Reduced |
| Prestige Wealth Management Group LLC | 111 | $16.9K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 109 | $16.6K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 102 | $15.5K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 101 | $15.4K | 0.00% | +27+36.5% | Added |
| Truvestments Capital LLC | 100 | $15.2K | 0.00% | +100 | New |
| WPG Advisers, LLC | 97 | $14.7K | 0.01% | −1−1.0% | Reduced |
| Horizon Financial Services, LLC | 94 | $14.3K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 91 | $13.8K | 0.00% | +91 | New |
| Princeton Global Asset Management LLC | 88 | $13.4K | 0.00% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 88 | $13.4K | 0.00% | +88 | New |
| Glen Eagle Advisors, LLC | 86 | $13.1K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 82 | $12.5K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 81 | $12.3K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 80 | $12.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 80 | $12.0K | 0.01% | −177−68.9% | Reduced |
| Manchester Capital Management LLC | 78 | $11.9K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 77 | $11.7K | 0.00% | +59+327.8% | Added |
| Golden State Wealth Management, LLC | 75 | $11.5K | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 75 | $11.4K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 73 | $11.1K | 0.00% | +10+15.9% | Added |
| Avion Wealth | 78 | $11.0K | 0.00% | +15+23.8% | Added |
| UMA Financial Services, Inc. | 72 | $10.9K | 0.00% | +21+41.2% | Added |
| Sachetta, LLC | 67 | $10.2K | 0.00% | +31+86.1% | Added |
| Global X Japan Co., Ltd. | 67 | $10.2K | 0.00% | +3+4.7% | Added |
| Whittier Trust Co | 61 | $10.2K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 62 | $9.43K | 0.00% | −6−8.8% | Reduced |
| Key Financial Inc | 62 | $9.43K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 62 | $9.43K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 60 | $9.12K | 0.00% | +8+15.4% | Added |
| Coston, McIsaac & Partners | 60 | $9.00K | 0.00% | +60 | New |
| Pacific Center for Financial Services | 58 | $8.82K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 57 | $8.67K | 0.00% | +49+612.5% | Added |
| JPL Wealth Management, LLC | 57 | $8.63K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 56 | $8.51K | 0.00% | +50+833.3% | Added |
| Bogart Wealth, LLC | 55 | $8.36K | 0.00% | −8−12.7% | Reduced |
| Richardson Capital Management LLC | 55 | $8.36K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 54 | $8.24K | 0.00% | −2−3.6% | Reduced |
| Signature Equity Partners, LLC | 53 | $8.06K | 0.00% | +6+12.8% | Added |