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 |
|---|---|---|---|---|---|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
2,584
shares
|
$445,998
0.02% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
2,560
shares
|
$441,856
0.01% of portfolio
|
Q4 2023
Added 9.22%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
2,560
shares
|
$441,856
0.01% of portfolio
|
Q1 2025
Added 59.01%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
2,550
shares
|
$440,130
0.07% of portfolio
|
Q1 2025
Reduced 76.7%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
2,545
shares
|
$439,267
0.12% of portfolio
|
Q2 2025
Added 8.34%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,539
shares
|
$438,231
0.03% of portfolio
|
Q2 2025
Added 16.84%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,529
shares
|
$436,505
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,516
shares
|
$434,261
0.03% of portfolio
|
Q2 2025
Reduced 16.25%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
2,500
shares
|
$431,500
0.4% of portfolio
|
Q4 2021
New holding
|
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
2,500
shares
|
$431,500
0.15% of portfolio
|
Q2 2024
Reduced 16.72%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
2,497
shares
|
$430,982
0.03% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
2,490
shares
|
$429,774
0.14% of portfolio
|
Q2 2025
Added 136.02%
|
|
|
Versor Investments LP
|
Aug 05, 2025 Q2 2025 |
2,476
shares
|
$427,357
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
2,470
shares
|
$426,322
0.02% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Qtron Investments LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,454
shares
|
$423,560
0.05% of portfolio
|
Q2 2025
Reduced 64.64%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,428
shares
|
$419,072
0.01% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
2,423
shares
|
$418,209
0.14% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Aug 08, 2025 Q2 2025 |
2,416
shares
|
$417,001
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
2,413
shares
|
$416,483
0.01% of portfolio
|
Q1 2024
Reduced 1.83%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
2,410
shares
|
$415,966
0.3% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
2,400
shares
|
$414,240
0.01% of portfolio
|
Q2 2025
Added 24.16%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
2,400
shares
|
$414,240
0.08% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
2,372
shares
|
$409,407
0.05% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,369
shares
|
$408,889
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,352
shares
|
$405,955
0.01% of portfolio
|
Q2 2025
New holding
|