Institutional Ownership Raymond James Financial Inc (RJF)
This table provides information about the institutional ownership of Raymond James Financial Inc (RJF). We have compiled data on the 956 institutions that hold shares in the stock, with a total of 151 Million shares, which have been reported (via 13F filing form) to have a value of $26.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
14,944
shares
|
$2.58 Million
0.41% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,880
shares
|
$2.57 Million
0.01% of portfolio
|
Q2 2023
Reduced 75.75%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
14,844
shares
|
$2.56 Million
0.05% of portfolio
|
Q2 2025
Added 11.4%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
14,766
shares
|
$2.55 Million
0.05% of portfolio
|
Q1 2025
Reduced 14.85%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 12, 2025 Q2 2025 |
14,524
shares
|
$2.51 Million
0.73% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
14,473
shares
|
$2.5 Million
0.04% of portfolio
|
Q2 2025
Added 90.31%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
14,392
shares
|
$2.48 Million
0.01% of portfolio
|
Q4 2024
Reduced 60.58%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Aug 07, 2025 Q2 2025 |
14,343
shares
|
$2.48 Million
0.02% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,234
shares
|
$2.46 Million
0.01% of portfolio
|
Q2 2025
Added 740.26%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
14,197
shares
|
$2.45 Million
0.79% of portfolio
|
Q1 2023
Added 2.76%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
14,134
shares
|
$2.44 Million
0.6% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
14,112
shares
|
$2.44 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.24%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
14,105
shares
|
$2.43 Million
0.02% of portfolio
|
Q2 2025
Added 22.39%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Sep 30, 2025 Q2 2025 |
14,087
shares
|
$2.43 Million
0.02% of portfolio
|
Q2 2025
Added 7.39%
|
|
|
Sciencast Management LP
|
Aug 14, 2025 Q2 2025 |
14,063
shares
|
$2.43 Million
0.47% of portfolio
|
Q2 2025
Added 22.96%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
13,859
shares
|
$2.39 Million
0.06% of portfolio
|
Q2 2025
Added 38.69%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
13,837
shares
|
$2.39 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Aug 12, 2025 Q2 2025 |
13,587
shares
|
$2.35 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
13,416
shares
|
$2.32 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
13,349
shares
|
$2.3 Million
0.02% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Aug 12, 2025 Q2 2025 |
13,335
shares
|
$2.3 Million
1.2% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
13,151
shares
|
$2.27 Million
0.02% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Empire Life Investments Inc.
|
Aug 14, 2025 Q2 2025 |
13,114
shares
|
$2.26 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
13,035
shares
|
$2.25 Million
0.34% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
12,984
shares
|
$2.24 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.15%
|