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 944 institutions that hold shares in the stock, with a total of 152 Million shares, which have been reported (via 13F filing form) to have a value of $24.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,856
shares
|
$294,472
0.01% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
1,852
shares
|
$293,838
0.01% of portfolio
|
Q2 2025
Reduced 9.97%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
May 14, 2025 Q1 2025 |
1,846
shares
|
$292,886
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,832
shares
|
$290,665
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,810
shares
|
$287,174
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
1,807
shares
|
$286,698
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
1,806
shares
|
$286,539
0.11% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
1,793
shares
|
$284,477
0.06% of portfolio
|
Q1 2025
Added 177.55%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
1,790
shares
|
$284,001
0.01% of portfolio
|
Q1 2025
Reduced 5.84%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
1,787
shares
|
$283,525
0.01% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
1,783
shares
|
$282,890
0.01% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
1,739
shares
|
$275,909
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,734
shares
|
$275,116
0.0% of portfolio
|
Q1 2025
Reduced 47.34%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
1,729
shares
|
$274,323
0.01% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,694
shares
|
$268,770
0.0% of portfolio
|
Q1 2025
Reduced 62.91%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
1,690
shares
|
$268,135
0.04% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
1,668
shares
|
$264,644
0.01% of portfolio
|
Q1 2025
Added 27.13%
|
|
|
Edmp, Inc.
|
Apr 23, 2025 Q1 2025 |
1,662
shares
|
$263,692
0.2% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,651
shares
|
$261,947
0.01% of portfolio
|
Q2 2025
Reduced 30.72%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
1,638
shares
|
$259,885
0.03% of portfolio
|
Q1 2025
Reduced 16.47%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,628
shares
|
$258,298
0.0% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
May 14, 2025 Q1 2025 |
1,613
shares
|
$255,918
0.2% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
1,606
shares
|
$254,807
0.03% of portfolio
|
Q1 2025
Reduced 13.66%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
1,589
shares
|
$252,110
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
1,586
shares
|
$251,634
0.16% of portfolio
|
Q1 2025
Added 0.25%
|