Raymond James Financial Inc
RJF- 交易所
- NYSE
- 產業
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000720005
近 90 天,Raymond James Financial Inc 內部人申報 0 筆公開市場買進、3 筆賣出;2026 年第 2 季末有 904 家機構在 13F 申報持有,市值合計 $230.6 億;大師中只有Oakmark(Harris Associates)持有。
2025 年第 1 季 13F 持有人
Raymond James Financial Inc 在 2025/3/31 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 858
- 較 2024 年第 4 季 +28 家
- 持有股數
- 1.57 億
- 較 2024 年第 4 季 +386.4 萬 (+2.5%)
- 總市值
- $217.5 億
- 較 2024 年第 4 季 −$19.8 億 (−8.4%)
- 新進機構
- 116
- 另有 330 家加碼
- 清倉機構
- 88
- 另有 270 家減碼
另有 10 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 RJF 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 904 | $230.6 億 |
| 2026 年第 1 季 | 925 | $219.6 億 |
| 2025 年第 4 季 | 936 | $245.9 億 |
| 2025 年第 3 季 | 894 | $260.5 億 |
| 2025 年第 2 季 | 857 | $238.2 億 |
| 2025 年第 1 季 | 858 | $217.5 億 |
| 2024 年第 4 季 | 840 | $238.7 億 |
| 2024 年第 3 季 | 768 | $191.1 億 |
| 2024 年第 2 季 | 751 | $189.5 億 |
| 2024 年第 1 季 | 729 | $199.3 億 |
| 2023 年第 4 季 | 720 | $173.8 億 |
| 2023 年第 3 季 | 658 | $156.8 億 |
| 2023 年第 2 季 | 644 | $164.5 億 |
| 2023 年第 1 季 | 664 | $148.5 億 |
| 2022 年第 4 季 | 701 | $174.6 億 |
| 2022 年第 3 季 | 666 | $161.1 億 |
| 2022 年第 2 季 | 657 | $143.5 億 |
| 2022 年第 1 季 | 664 | $172.7 億 |
| 2021 年第 4 季 | 638 | $154.8 億 |
| 2021 年第 3 季 | 583 | $139.5 億 |
| 2021 年第 2 季 | 565 | $131.7 億 |
| 2021 年第 1 季 | 552 | $123.1 億 |
2025 年第 1 季持有機構
每家機構持有 Raymond James Financial Inc 的股數、市值與佔組合比重;股數變化跟 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Trust Asset Management LLC | 2,119 | $29.4 萬 | 0.02% | −142−6.3% | 減碼 |
| Berry Wealth Group, LP | 2,104 | $29.2 萬 | 0.23% | +5+0.2% | 加碼 |
| Revolve Wealth Partners, LLC | 2,081 | $28.9 萬 | 0.04% | −30−1.4% | 減碼 |
| Financial Insights, Inc. | 2,061 | $28.6 萬 | 0.11% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 2,057 | $28.6 萬 | 0.01% | +229+12.5% | 加碼 |
| Meeder Advisory Services, Inc. | 2,049 | $28.5 萬 | 0.02% | +393+23.7% | 加碼 |
| Cigna Investments Inc | 2,044 | $28.4 萬 | 0.05% | +81+4.1% | 加碼 |
| Dynasty Wealth Management, LLC | 2,017 | $28.0 萬 | 0.00% | +94+4.9% | 加碼 |
| Principle Wealth Partners LLC | 2,000 | $27.8 萬 | 0.02% | 00.0% | 不變 |
| Ontario Teachers Pension Plan Board | 1,990 | $27.6 萬 | 0.00% | +1,990 | 新進 |
| Abn Amro Investment Solutions | 1,987 | $27.6 萬 | 0.01% | −30−1.5% | 減碼 |
| Brown Advisory Inc | 1,970 | $27.4 萬 | 0.00% | +466+31.0% | 加碼 |
| Savant Capital, LLC | 1,967 | $27.3 萬 | 0.00% | −411−17.3% | 減碼 |
| Allred Capital Management, LLC | 1,934 | $26.9 萬 | 0.11% | +60+3.2% | 加碼 |
| Sagespring Wealth Partners, LLC | 1,933 | $26.9 萬 | 0.01% | +347+21.9% | 加碼 |
| Essex Financial Services, Inc. | 1,918 | $26.6 萬 | 0.02% | −843−30.5% | 減碼 |
| Lindbrook Capital, LLC | 1,885 | $26.2 萬 | 0.02% | +782+70.9% | 加碼 |
| Novare Capital Management LLC | 1,880 | $26.1 萬 | 0.02% | 00.0% | 不變 |
| Mather Group, LLC. | 1,880 | $26.1 萬 | 0.00% | +207+12.4% | 加碼 |
| PGGM Investments | 1,881 | $26.1 萬 | 0.00% | +531+39.3% | 加碼 |
| Stratos Wealth Advisors, LLC | 1,858 | $25.8 萬 | 0.01% | −283−13.2% | 減碼 |
| Valeo Financial Advisors, LLC | 1,856 | $25.8 萬 | 0.01% | +39+2.1% | 加碼 |
| Southeast Asset Advisors Inc. | 1,846 | $25.6 萬 | 0.03% | 00.0% | 不變 |
| Polymer Capital Management (US) LLC | 1,832 | $25.4 萬 | 0.08% | +1,832 | 新進 |
| Berkshire Asset Management LLC | 1,729 | $25.2 萬 | 0.01% | +137+8.6% | 加碼 |
| First Bank & Trust | 1,807 | $25.1 萬 | 0.05% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 1,806 | $25.1 萬 | 0.11% | +8+0.4% | 加碼 |
| Skopos Labs, Inc. | 1,793 | $24.9 萬 | 0.05% | +1,147+177.6% | 加碼 |
| Central Trust Co | 1,787 | $24.8 萬 | 0.01% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 1,783 | $24.8 萬 | 0.01% | 00.0% | 不變 |
| HighPoint Advisor Group LLC | 1,790 | $24.7 萬 | 0.01% | −111−5.8% | 減碼 |
| PharVision Advisers, LLC | 1,739 | $24.2 萬 | 0.34% | +1,739 | 新進 |
| NewEdge Wealth, LLC | 1,734 | $24.1 萬 | 0.00% | −1,559−47.3% | 減碼 |
| Central Bank & Trust Co | 1,716 | $23.8 萬 | 0.04% | −64−3.6% | 減碼 |
| Capstone Investment Advisors, LLC | 1,694 | $23.5 萬 | 0.00% | −2,873−62.9% | 減碼 |
| Simon Quick Advisors, LLC | 1,668 | $23.2 萬 | 0.01% | +356+27.1% | 加碼 |
| Aspire Growth Partners LLC | 1,613 | $23.1 萬 | 0.20% | +11+0.7% | 加碼 |
| Edmp, Inc. | 1,662 | $23.1 萬 | 0.19% | −79−4.5% | 減碼 |
| Kohmann Bosshard Financial Services, LLC | 1,638 | $22.8 萬 | 0.03% | −323−16.5% | 減碼 |
| Great Lakes Advisors, LLC | 1,628 | $22.6 萬 | 0.00% | +21+1.3% | 加碼 |
| Schechter Investment Advisors, LLC | 1,606 | $22.3 萬 | 0.02% | −254−13.7% | 減碼 |
| Buckingham Strategic Partners | 1,589 | $22.1 萬 | 0.00% | +1,589 | 新進 |
| Carson Advisory Inc. | 1,586 | $22.0 萬 | 0.15% | +4+0.3% | 加碼 |
| RBA Wealth Management, LLC | 1,567 | $21.8 萬 | 0.09% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 1,565 | $21.7 萬 | 0.02% | +43+2.8% | 加碼 |
| Oxford Asset Management LLP | 1,560 | $21.7 萬 | 0.10% | +1,560 | 新進 |
| Evergreen Capital Management LLC | 1,558 | $21.6 萬 | 0.01% | +217+16.2% | 加碼 |
| Eldridge Investment Advisors, Inc. | 1,563 | $21.6 萬 | 0.05% | 00.0% | 不變 |
| Winebrenner Capital Management LLC | 1,524 | $21.2 萬 | 0.19% | 00.0% | 不變 |
| Deane Retirement Strategies, Inc. | 1,507 | $20.9 萬 | 0.10% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 1,506 | $20.9 萬 | 0.00% | +78+5.5% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 1,504 | $20.9 萬 | 0.03% | +53+3.7% | 加碼 |
| Change Path, LLC | 1,498 | $20.8 萬 | 0.01% | +1,498 | 新進 |
| Flossbach Von Storch AG | 1,475 | $20.5 萬 | 0.00% | +1,475 | 新進 |
| Dorsey & Whitney Trust CO LLC | 1,454 | $20.2 萬 | 0.01% | +11+0.8% | 加碼 |
| Kooman & Associates | 1,442 | $20.0 萬 | 0.07% | +14+1.0% | 加碼 |
| Stephenson National Bank & Trust | 1,441 | $20.0 萬 | 0.07% | −108−7.0% | 減碼 |
| Cohen & Steers, Inc. | 1,400 | $19.4 萬 | 0.00% | +1,400 | 新進 |
| Hamilton Capital Partners Inc. | 1,358 | $18.9 萬 | 0.01% | −39−2.8% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,332 | $18.5 萬 | 0.01% | 00.0% | 不變 |
| Walleye Capital LLC | 1,329 | $18.5 萬 | 0.00% | +1,329 | 新進 |
| First Horizon Advisors, Inc. | 1,270 | $17.6 萬 | 0.00% | −4−0.3% | 減碼 |
| PSI Advisors, LLC | 1,157 | $16.1 萬 | 0.05% | 00.0% | 不變 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1,150 | $16.0 萬 | 0.07% | +1,150 | 新進 |
| Globeflex Capital L P | 1,130 | $15.7 萬 | 0.01% | +1,130 | 新進 |
| Bruce G. Allen Investments, LLC | 1,107 | $15.4 萬 | 0.12% | −4−0.4% | 減碼 |
| Park Place Capital Corp | 1,062 | $14.8 萬 | 0.04% | 00.0% | 不變 |
| First United Bank Trust | 1,055 | $14.7 萬 | 0.05% | +1,055 | 新進 |
| Farther Finance Advisors, LLC | 994 | $13.7 萬 | 0.00% | +82+9.0% | 加碼 |
| Kentucky Trust Co | 980 | $13.6 萬 | 0.08% | 00.0% | 不變 |
| Penserra Capital Management LLC | 913 | $12.6 萬 | 0.00% | −424−31.7% | 減碼 |
| Ossiam | 898 | $12.5 萬 | 0.00% | −477−34.7% | 減碼 |
| Johnson Financial Group, Inc. | 896 | $12.4 萬 | 0.01% | +615+218.9% | 加碼 |
| Quarry LP | 891 | $12.4 萬 | 0.03% | +654+275.9% | 加碼 |
| Caldwell Trust Co | 869 | $12.1 萬 | 0.01% | 00.0% | 不變 |
| Fourth Dimension Wealth, LLC | 855 | $11.9 萬 | 0.06% | +855 | 新進 |
| Arlington Trust Co LLC | 830 | $11.5 萬 | 0.02% | 00.0% | 不變 |
| Federated Hermes, Inc. | 814 | $11.3 萬 | 0.00% | +54+7.1% | 加碼 |
| Massmutual Trust Co FSB | 788 | $10.9 萬 | 0.00% | +195+32.9% | 加碼 |
| Ci Investments Inc. | 765 | $10.6 萬 | 0.00% | −250−24.6% | 減碼 |
| Colonial Trust Co | 746 | $10.4 萬 | 0.02% | −1,989−72.7% | 減碼 |
| Allworth Financial LP | 745 | $10.2 萬 | 0.00% | +164+28.2% | 加碼 |
| DT Investment Partners, LLC | 719 | $9.99 萬 | 0.01% | 00.0% | 不變 |
| Addison Advisors LLC | 697 | $9.68 萬 | 0.03% | +5+0.7% | 加碼 |
| ORG Wealth Partners, LLC | 663 | $9.16 萬 | 0.03% | +663 | 新進 |
| Brown Brothers Harriman & Co | 626 | $8.70 萬 | 0.00% | +144+29.9% | 加碼 |
| Delta Asset Management LLC | 600 | $8.33 萬 | 0.01% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 597 | $8.29 萬 | 0.01% | +6+1.0% | 加碼 |
| Loomis Sayles & Co L P | 579 | $8.00 萬 | 0.00% | +84+17.0% | 加碼 |
| HM Payson & Co | 550 | $7.64 萬 | 0.00% | 00.0% | 不變 |
| Covestor Ltd | 542 | $7.50 萬 | 0.05% | +205+60.8% | 加碼 |
| Capital Advisors, Ltd. LLC | 526 | $7.30 萬 | 0.01% | 00.0% | 不變 |
| GeoWealth Management, LLC | 514 | $7.14 萬 | 0.00% | −315−38.0% | 減碼 |
| Foster Dykema Cabot & Partners, LLC | 500 | $6.95 萬 | 0.01% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 499 | $6.93 萬 | 0.00% | +137+37.8% | 加碼 |
| Rothschild Investment LLC | 495 | $6.88 萬 | 0.00% | +47+10.5% | 加碼 |
| Pinnacle Financial Partners Inc | 442 | $6.87 萬 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 493 | $6.85 萬 | 0.00% | +40+8.8% | 加碼 |
| Sentry Investment Management LLC | 541 | $6.80 萬 | 0.05% | −162−23.0% | 減碼 |
| CVA Family Office, LLC | 480 | $6.67 萬 | 0.01% | −10−2.0% | 減碼 |