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 1,005 institutions that hold shares in the stock, with a total of 150 Million shares, which have been reported (via 13F filing form) to have a value of $23.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
4
shares
|
$634
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
4
shares
|
$634
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
4
shares
|
$634
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
3
shares
|
$476
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
3
shares
|
$476
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
3
shares
|
$476
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
3
shares
|
$476
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
3
shares
|
$476
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
3
shares
|
$476
0.0% of portfolio
|
Q3 2025
Reduced 91.18%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
3
shares
|
$476
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
3
shares
|
$476
0.0% of portfolio
|
Q2 2025
Reduced 91.18%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
2
shares
|
$317
0.0% of portfolio
|
Q2 2025
Reduced 71.43%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
2
shares
|
$317
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
2
shares
|
$317
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
2
shares
|
$317
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
1
shares
|
$158
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
1
shares
|
$158
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
1
shares
|
$158
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|