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 |
|---|---|---|---|---|---|
|
Caldwell Trust CO
Venice, FL |
Sep 22, 2025 Q2 2025 |
869
shares
|
$149,989
0.01% of portfolio
|
Q1 2020
Reduced 79.29%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
849
shares
|
$146,537
0.03% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
826
shares
|
$142,567
0.0% of portfolio
|
Q2 2025
Added 10.87%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
817
shares
|
$141,014
0.0% of portfolio
|
Q2 2025
Added 30.51%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
806
shares
|
$139,115
0.0% of portfolio
|
Q2 2025
Added 63.49%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
803
shares
|
$138,597
0.0% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
794
shares
|
$137,044
0.0% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
764
shares
|
$131,866
0.0% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
719
shares
|
$124,099
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
717
shares
|
$123,754
0.03% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
698
shares
|
$120,474
0.01% of portfolio
|
Q2 2025
Added 16.92%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
698
shares
|
$120,474
0.0% of portfolio
|
Q2 2025
Added 114.77%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
646
shares
|
$111,499
0.06% of portfolio
|
Q2 2025
Added 19.19%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
619
shares
|
$106,839
0.04% of portfolio
|
Q2 2022
Reduced 1.28%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
600
shares
|
$103,560
0.01% of portfolio
|
Q2 2024
Reduced 11.11%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
597
shares
|
$103,042
0.0% of portfolio
|
Q2 2025
Reduced 56.9%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
592
shares
|
$102,179
0.01% of portfolio
|
Q2 2025
Added 209.95%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
579
shares
|
$99,935
0.0% of portfolio
|
Q1 2025
Added 16.97%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
570
shares
|
$98,382
0.01% of portfolio
|
Q2 2025
Added 18.75%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
553
shares
|
$95,447
0.0% of portfolio
|
Q2 2025
Added 2533.33%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
550
shares
|
$94,930
0.0% of portfolio
|
Q2 2024
Reduced 45.0%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
543
shares
|
$93,721
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
541
shares
|
$93,376
0.05% of portfolio
|
Q1 2025
Reduced 23.04%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
531
shares
|
$91,650
0.01% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
515
shares
|
$88,889
0.0% of portfolio
|
Q2 2025
Added 4.04%
|