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 942 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 |
|---|---|---|---|---|---|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
50
shares
|
$7,933
0.0% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
50
shares
|
$7,933
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
48
shares
|
$7,615
0.0% of portfolio
|
Q2 2022
Reduced 52.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
48
shares
|
$7,615
0.0% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
46
shares
|
$7,298
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
45
shares
|
$7,139
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
45
shares
|
$7,139
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
40
shares
|
$6,346
0.0% of portfolio
|
Q4 2023
Added 66.67%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
39
shares
|
$6,187
0.0% of portfolio
|
Q1 2025
Reduced 99.06%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
38
shares
|
$6,029
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
37
shares
|
$5,870
0.0% of portfolio
|
Q1 2024
Added 23.33%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
36
shares
|
$5,711
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
36
shares
|
$5,711
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
35
shares
|
$5,553
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
34
shares
|
$5,394
0.0% of portfolio
|
Q2 2024
Reduced 17.07%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
33
shares
|
$5,235
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
33
shares
|
$5,235
0.0% of portfolio
|
Q4 2024
Added 6.45%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
33
shares
|
$5,235
0.0% of portfolio
|
Q2 2023
Added 3.13%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
32
shares
|
$5,077
0.0% of portfolio
|
Q1 2025
Reduced 17.95%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
31
shares
|
$4,918
0.0% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
30
shares
|
$4,759
0.0% of portfolio
|
Q3 2024
Reduced 50.82%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
30
shares
|
$4,759
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
30
shares
|
$4,759
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
27
shares
|
$4,283
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
23
shares
|
$3,649
0.0% of portfolio
|
Q1 2025
Reduced 30.3%
|