Raymond James FinancialRJF

13F holders, Q1 2025 (March 31)
857holders +19
103new positions
86sold out
9famous investors
$138.83avg. 13F price*

At the end of Q1 2025, 857 institutions reported holding Raymond James Financial Inc. (RJF) in their 13F filings, up 19 from Q4 2024. 103 opened new positions and 86 sold out. The largest holders were Vanguard Group Inc. ($3.1B), BlackRock, Inc. ($2.1B) and Wellington Management Group LLP ($1.4B). 9 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Raymond James Financial Inc.
Sector
Finance
CUSIP
754730109
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 727Q1 2024Q2 2024: 748Q2 2024Q3 2024: 765Q3 2024Q4 2024: 838Q4 2024Q1 2025: 857Q1 2025Q2 2025: 854Q2 2025Q3 2025: 893Q3 2025Q4 2025: 935Q4 2025Q1 2026: 923Q1 2026Q2 2026: 903Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions103$114.6M
Exits86$209.0M

All 13F filers, Q4 2024 → Q1 2025: 12,740,416 shares bought and 9,838,626 shares sold, net +2,901,790 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 857 holders

Vanguard Group Inc. 0.06% Add +1.6% 22,244,204 $3.1B
BlackRock, Inc. 0.04% Add +4.0% 14,919,941 $2.1B
Wellington Management Group LLP 0.27% Reduce -3.8% 9,935,440 $1.4B
Primecap Management Co. 1.12% Reduce -15.3% 9,718,689 $1.4B
State Street Corp. 0.05% Add +1.9% 8,337,561 $1.2B
FMR LLC 0.05% Reduce -10.2% 5,857,993 $813.7M
Geode Capital Management, LLC 0.05% Add +6.8% 4,689,877 $649.4M
T. Rowe Price Investment Management, Inc. 0.38% Add +0.7% 4,136,413 $574.6M
JPMorgan Chase & Co. 0.04% Reduce -10.3% 3,965,618 $550.9M
Invesco Ltd. 0.08% Add +19.1% 2,901,435 $403.0M
Bank of America Corp. 0.03% Add +9.1% 2,663,960 $370.1M
Earnest Partners LLC 1.66% Reduce -1.5% 2,496,641 $346.8M
Morgan Stanley 0.02% Reduce -15.9% 2,376,607 $330.1M
Massachusetts Financial Services Co. 0.11% Add +8.3% 2,335,254 $324.4M
Northern Trust Corp. 0.05% Add +6.7% 2,247,922 $312.3M
Norges Bank 0.04% Add +17.9% 2,236,285 $310.6M
Dimensional Fund Advisors LP 0.07% Add +1.2% 2,091,820 $290.6M
Victory Capital Management Inc. 0.27% Add +1502.0% 1,883,139 $261.6M
First Trust Advisors LP 0.22% Add +1154.0% 1,776,254 $246.7M
Goldman Sachs Group Inc. 0.04% Add +44.4% 1,708,333 $237.3M
Agf Management Ltd. 1.20% Reduce -31.9% 1,621,549 $225.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Reduce -0.4% 1,513,054 $210.2M
Legal & General Group Plc 0.05% Add +9.0% 1,373,588 $190.8M
Bank of New York Mellon Corp 0.03% Reduce -1.0% 1,236,504 $171.8M
Charles Schwab Investment Management Inc. 0.03% Add +3.0% 1,110,906 $154.3M
Mercer Global Advisors Inc. 0.33% Reduce -11.3% 1,049,456 $145.8M
Harfst & Associates, Inc. 33.42% Reduce -7.6% 1,040,956 $144.6M
Qube Research & Technologies Ltd 0.20% Add +1213.3% 935,029 $129.9M
HSBC Holdings PLC 0.09% Add +58.1% 920,707 $127.7M
Sei Investments Co. 0.16% Add +0.4% 913,939 $127.0M
UBS Group AG 0.03% Add +44.9% 877,234 $121.9M
Congress Asset Management Co. 0.89% Reduce -7.1% 853,002 $118.5M
Nuveen, LLC 0.03% — 801,728 $111.4M
Raymond James Financial Inc. 0.04% Add +10.7% 753,246 $104.6M
Barclays PLC 0.05% Add +32.6% 740,513 $102.9M
Amundi 0.04% Reduce -3.4% 749,414 $97.6M
Ameriprise Financial Inc. 0.03% Add +165.9% 686,647 $95.4M
Deutsche Bank AG 0.04% Add +3.6% 658,233 $91.4M
Franklin Resources Inc. 0.03% Add +8.0% 617,581 $85.8M
Principal Financial Group Inc. 0.05% Reduce -1.2% 616,521 $85.6M
Envestnet Asset Management Inc. 0.03% Reduce -42.4% 613,792 $85.3M
BNP Paribas Financial Markets 0.06% Add +17.1% 578,705 $80.4M
PNC Financial Services Group, Inc. 0.04% Add +1.5% 575,923 $80.0M
Premier Fund Managers Ltd 2.73% Add +0.0% 526,213 $73.1M
Fisher Asset Management 0.03% Add +0.2% 499,933 $69.4M
Sumitomo Mitsui Trust Group, Inc. 0.05% Add +0.8% 468,343 $65.1M
TD Asset Management Inc 0.05% Add +1.5% 413,233 $57.4M
Silvercrest Asset Management Group LLC 0.41% Reduce -0.7% 409,397 $56.9M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.63% Add +6.9% 399,737 $55.5M
Wells Fargo & Company 0.01% Reduce -7.7% 387,591 $53.8M
AQR Capital Management 0.05% Add +27.5% 390,214 $53.2M
Palisade Capital Management, LP 1.74% Add +0.7% 382,889 $53.2M
Rhumbline Advisers 0.05% Add +11.6% 370,810 $51.5M
T. Rowe Price Associates Inc. 0.01% Reduce -23.6% 367,589 $51.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +16.8% 340,152 $47.3M
New York State Common Retirement Fund 0.07% Reduce -1.5% 324,862 $45.1M
California Public Employees Retirement System 0.03% Add +1.4% 318,516 $44.2M
Baird Financial Group, Inc. 0.08% Reduce -16.4% 309,232 $43.0M
Ceredex Value Advisors LLC 0.92% Reduce -28.6% 304,090 $42.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.11% Add +329.5% 298,821 $41.5M
Iat Reinsurance Co. LTD. 9.66% No change 298,125 $41.4M
Voloridge Investment Management, LLC 0.15% Reduce -15.0% 295,812 $41.1M
Sterling Capital Management LLC 0.64% Reduce -68.0% 294,661 $40.9M
Deroy & Devereaux Private Investment Counsel Inc. 2.34% Add +0.7% 288,322 $40.1M
Man Group plc 0.12% Add +524.4% 279,080 $38.8M
California State Teachers Retirement System 0.05% Reduce -0.5% 275,066 $38.2M
Prudential Financial Inc. 0.05% Reduce -20.9% 274,858 $38.2M
National Pension Service 0.04% Add +0.2% 274,143 $38.1M
Robeco Institutional Asset Management B.V. 0.07% Add +109.8% 270,991 $37.6M
Davis Asset Management, L.P. 1.56% No change 270,000 $37.5M
Panagora Asset Management Inc. 0.18% Add +108.9% 263,792 $36.6M
Los Angeles Capital Management LLC 0.16% Reduce -12.8% 253,242 $35.2M
Natixis Advisors, LLC 0.06% Reduce -0.2% 252,220 $35.0M
Canada Pension Plan Investment Board 0.03% Add +105.4% 246,344 $34.2M
American Century Companies Inc. 0.02% Add +38.3% 246,065 $34.2M
Clearbridge Investments, LLC 0.03% Add +1.8% 242,817 $33.7M
Citigroup Inc. 0.03% Add +67.2% 241,263 $33.5M
Macquarie Group Ltd. 0.04% Add +0.7% 234,267 $32.5M
Royal Bank of Canada 0.01% Reduce -37.0% 230,694 $32.0M
Alliancebernstein L.P. 0.01% Reduce -8.0% 227,837 $31.6M
Caisse de depot et placement du Quebec 0.06% Add +187.8% 211,724 $29.4M
Vest Financial, LLC 0.45% New 209,571 $29.1M
Schroder Investment Management Group 0.03% Reduce -20.0% 205,361 $28.5M
Aviva PLC 0.07% Add +16.9% 204,638 $28.4M
New York State Teachers Retirement System 0.06% Reduce -3.0% 201,300 $28.0M
Bank of Montreal 0.01% Reduce -21.5% 199,609 $27.7M
FIL Ltd 0.03% Reduce -0.3% 198,782 $27.6M
Renaissance Technologies 0.04% Reduce -26.6% 192,437 $26.7M
Korea Investment CORP 0.06% Add +26.7% 189,502 $26.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.08% Add +189.6% 189,186 $26.3M
KBC Group NV 0.08% Reduce -48.3% 183,445 $25.5M
State Board of Administration of Florida Retirement System 0.05% No change 181,742 $25.2M
APG Asset Management N.V. 0.08% Reduce -7.4% 194,729 $25.0M
Pinnacle Associates Ltd. 0.37% Reduce -3.3% 179,492 $24.9M
Nicholas Company, Inc. 0.39% Reduce -4.1% 161,615 $22.4M
Russell Investments Group, Ltd. 0.03% Add +2.8% 153,556 $21.3M
CANADA LIFE ASSURANCE Co 0.04% Reduce -1.2% 152,619 $21.2M
Pictet Asset Management Holding SA 0.02% Add +16.6% 152,741 $21.2M
Avity Investment Management Inc. 1.66% Reduce -1.0% 147,876 $20.5M
Allianz Asset Management GmbH 0.03% Add +231.0% 146,782 $20.4M

"% of holder's portfolio" is RJF's weight in each manager's 13F, not the share of Raymond James Financial Inc. the manager owns.

Show all 857 holders