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 922 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $19.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trust CO Of Toledo Na
Holland, OH |
Apr 17, 2025 Q1 2025 |
8,165
shares
|
$1.12 Million
0.15% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Cavalier Investments, LLC
|
Apr 24, 2025 Q1 2025 |
8,137
shares
|
$1.12 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Feb 11, 2025 Q4 2024 |
8,132
shares
|
$1.11 Million
0.02% of portfolio
|
Q2 2024
Added 429.7%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
8,081
shares
|
$1.11 Million
0.18% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
8,055
shares
|
$1.1 Million
0.01% of portfolio
|
Q4 2024
Added 57.6%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
8,038
shares
|
$1.1 Million
0.03% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
7,990
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.3%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
7,901
shares
|
$1.08 Million
0.21% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Moody National Bank Trust Division
|
Apr 04, 2025 Q1 2025 |
7,865
shares
|
$1.08 Million
0.12% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,769
shares
|
$1.06 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
7,605
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
7,561
shares
|
$1.04 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
One Plus One Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
7,558
shares
|
$1.04 Million
0.76% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Bailey Value Limited Partnership
Danvers, MA |
Nov 10, 2022 Q3 2022 |
7,500
shares
|
$1.03 Million
1.17% of portfolio
|
Q4 2021
Added 50.0%
|
|
|
Achmea Investment Management B.V.
|
Apr 24, 2025 Q1 2025 |
7,301
shares
|
$1 Million
0.01% of portfolio
|
Q1 2025
Reduced 53.07%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Feb 12, 2025 Q4 2024 |
7,076
shares
|
$969,695
0.01% of portfolio
|
Q4 2024
Reduced 45.4%
|
|
|
Qtron Investments LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
6,940
shares
|
$951,057
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
6,871
shares
|
$941,601
0.07% of portfolio
|
Q4 2024
Reduced 31.92%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
6,812
shares
|
$933,516
0.01% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
6,721
shares
|
$921,045
0.79% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
6,615
shares
|
$906,519
0.02% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Apr 24, 2025 Q1 2025 |
6,606
shares
|
$905,286
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
6,532
shares
|
$895,145
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Yorktown Management & Research CO Inc
|
Apr 23, 2025 Q1 2025 |
6,450
shares
|
$883,908
1.03% of portfolio
|
Q3 2021
Added 50.0%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
6,441
shares
|
$882,674
0.02% of portfolio
|
Q1 2025
Reduced 85.8%
|