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 |
|---|---|---|---|---|---|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
3,365
shares
|
$580,799
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
3,365
shares
|
$580,799
0.04% of portfolio
|
Q2 2025
Added 7.1%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
3,357
shares
|
$579,418
0.02% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
3,313
shares
|
$571,823
0.0% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
3,302
shares
|
$569,925
0.04% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
3,294
shares
|
$568,544
0.0% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Laurion Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
3,268
shares
|
$564,056
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
3,241
shares
|
$559,396
0.14% of portfolio
|
Q4 2024
Added 16.6%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
3,239
shares
|
$559,051
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
3,199
shares
|
$552,147
0.03% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Dock Street Asset Management Inc
|
Jul 28, 2025 Q2 2025 |
3,196
shares
|
$551,629
0.05% of portfolio
|
Q1 2025
Reduced 17.31%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Jul 21, 2025 Q2 2025 |
3,169
shares
|
$546,969
0.01% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
3,142
shares
|
$542,309
0.02% of portfolio
|
Q2 2025
Added 54.7%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
3,139
shares
|
$541,791
0.36% of portfolio
|
Q3 2022
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
3,133
shares
|
$540,755
0.01% of portfolio
|
Q2 2025
Reduced 17.18%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
3,126
shares
|
$539,547
0.12% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
3,101
shares
|
$535,232
0.03% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
3,096
shares
|
$534,369
0.01% of portfolio
|
Q2 2025
Added 17.01%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 11, 2025 Q2 2025 |
3,073
shares
|
$530,399
0.33% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
3,052
shares
|
$526,775
0.0% of portfolio
|
Q2 2025
Added 11.63%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
3,045
shares
|
$525,567
0.22% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
3,031
shares
|
$523,150
0.01% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
2,993
shares
|
$516,591
0.01% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
2,972
shares
|
$512,967
0.0% of portfolio
|
Q2 2025
Added 24.98%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
2,927
shares
|
$505,200
0.01% of portfolio
|
Q2 2025
Added 0.65%
|