Raymond James FinancialRJF

13F holders, Q2 2025 (June 30)
854holders −3
89new positions
89sold out
7famous investors
$153.34avg. 13F price*

At the end of Q2 2025, 854 institutions reported holding Raymond James Financial Inc. (RJF) in their 13F filings, down 3 from Q1 2025. 89 opened new positions and 89 sold out. The largest holders were Vanguard Group Inc. ($3.4B), BlackRock, Inc. ($2.3B) and Primecap Management Co. ($1.5B). 7 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions89$66.3M
Exits89$388.4M

All 13F filers, Q1 2025 → Q2 2025: 7,769,554 shares bought and 9,008,034 shares sold, net −1,238,480 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 854 holders

Vanguard Group Inc. 0.06% Reduce -0.2% 22,198,694 $3.4B
BlackRock, Inc. 0.04% Add +0.4% 14,979,361 $2.3B
Primecap Management Co. 1.22% Add +3.0% 10,013,852 $1.5B
Wellington Management Group LLP 0.27% Reduce -3.7% 9,568,625 $1.5B
State Street Corp. 0.05% Reduce -1.9% 8,175,257 $1.3B
FMR LLC 0.05% Add +3.9% 6,085,819 $933.4M
JPMorgan Chase & Co. 0.06% Add +41.6% 5,616,998 $861.5M
Geode Capital Management, LLC 0.05% Reduce -2.0% 4,597,168 $701.9M
T. Rowe Price Investment Management, Inc. 0.41% Add +1.1% 4,182,745 $641.5M
Victory Capital Management Inc. 0.28% Add +50.8% 2,839,373 $435.7M
First Trust Advisors LP 0.31% Add +39.9% 2,485,569 $381.2M
Earnest Partners LLC 1.72% Reduce -0.6% 2,480,735 $380.5M
Massachusetts Financial Services Co. 0.12% Add +3.1% 2,406,749 $369.1M
Norges Bank 0.04% Add +3.3% 2,311,050 $354.4M
Bank of America Corp. 0.03% Reduce -14.1% 2,288,710 $351.0M
Morgan Stanley 0.02% Reduce -5.4% 2,248,739 $344.9M
Invesco Ltd. 0.06% Reduce -26.2% 2,141,172 $328.4M
Dimensional Fund Advisors LP 0.08% Add +1.8% 2,129,991 $326.7M
Northern Trust Corp. 0.04% Reduce -6.5% 2,102,177 $322.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% Add +21.3% 1,835,972 $281.6M
Goldman Sachs Group Inc. 0.05% Add +6.8% 1,823,646 $279.7M
Legal & General Group Plc 0.05% Reduce -8.6% 1,255,616 $192.6M
Charles Schwab Investment Management Inc. 0.03% Reduce -0.4% 1,106,838 $169.8M
Mercer Global Advisors Inc. 0.36% Reduce -0.1% 1,048,751 $160.8M
Harfst & Associates, Inc. 32.81% Reduce -0.3% 1,037,455 $159.1M
Bank of New York Mellon Corp 0.03% Reduce -19.4% 996,857 $152.9M
HSBC Holdings PLC 0.10% Add +5.5% 971,352 $148.9M
Sei Investments Co. 0.16% Reduce -0.7% 907,584 $139.2M
Nuveen, LLC 0.03% Reduce -3.6% 772,747 $118.5M
Raymond James Financial Inc. 0.04% Add +1.6% 765,574 $117.4M
Congress Asset Management Co. 0.78% Reduce -13.1% 740,953 $113.6M
Barclays PLC 0.04% Reduce -2.7% 720,253 $110.5M
American Century Companies Inc. 0.06% Add +179.8% 688,405 $105.6M
Envestnet Asset Management Inc. 0.03% Add +6.9% 656,265 $100.7M
Franklin Resources Inc. 0.03% Add +6.3% 656,219 $100.6M
UBS Group AG 0.02% Reduce -26.9% 641,476 $98.4M
Principal Financial Group Inc. 0.05% Reduce -2.0% 604,073 $92.6M
Deutsche Bank AG 0.03% Reduce -10.9% 586,600 $90.0M
PNC Financial Services Group, Inc. 0.06% Add +1.5% 584,758 $89.7M
Ameriprise Financial Inc. 0.02% Reduce -17.1% 569,050 $87.3M
AQR Capital Management 0.07% Add +38.5% 540,592 $82.9M
Premier Fund Managers Ltd 2.95% Add +0.4% 528,300 $80.9M
Qube Research & Technologies Ltd 0.11% Reduce -44.3% 520,875 $79.9M
Prudential Financial Inc. 0.10% Add +82.8% 502,293 $77.0M
Fisher Asset Management 0.03% Reduce -2.4% 488,201 $74.9M
Sumitomo Mitsui Trust Group, Inc. 0.05% Add +3.0% 482,385 $74.0M
Marshall Wace, LLP 0.08% Add +824.7% 438,213 $67.2M
BNP Paribas Financial Markets 0.05% Reduce -27.9% 416,975 $64.0M
Wells Fargo & Company 0.01% Add +6.9% 414,407 $63.6M
Sterling Capital Management LLC 0.90% Add +39.2% 410,270 $62.9M
Amundi 0.02% Reduce -47.7% 391,970 $62.0M
Silvercrest Asset Management Group LLC 0.41% Reduce -3.5% 394,945 $60.6M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1.64% Reduce -5.2% 379,000 $58.1M
TD Asset Management Inc 0.05% Reduce -8.7% 377,388 $57.9M
Palisade Capital Management, LP 1.86% Reduce -1.9% 375,559 $57.6M
Citigroup Inc. 0.04% Add +52.5% 368,011 $56.4M
Rhumbline Advisers 0.05% Reduce -2.7% 360,926 $55.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +4.4% 355,159 $54.5M
California Public Employees Retirement System 0.03% Add +7.7% 342,994 $52.6M
New York State Common Retirement Fund 0.07% Reduce -0.1% 324,592 $49.8M
T. Rowe Price Associates Inc. 0.01% Reduce -16.4% 307,245 $47.1M
Iat Reinsurance Co. LTD. 12.33% No change 298,125 $45.7M
Vest Financial, LLC 0.63% Add +39.5% 292,266 $44.8M
Baird Financial Group, Inc. 0.08% Reduce -7.4% 286,410 $43.9M
Ceredex Value Advisors LLC 0.94% Reduce -6.3% 284,881 $43.7M
Deroy & Devereaux Private Investment Counsel Inc. 2.37% Reduce -1.2% 284,869 $43.7M
Alliancebernstein L.P. 0.01% Add +24.6% 283,885 $43.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.11% Reduce -5.4% 282,730 $43.4M
Bank of Montreal 0.02% Add +40.8% 281,074 $43.1M
Natixis Advisors, LLC 0.07% Add +10.9% 279,668 $42.9M
Panagora Asset Management Inc. 0.19% Add +5.5% 278,372 $42.7M
California State Teachers Retirement System 0.05% Add +0.9% 277,423 $42.5M
National Pension Service 0.04% Add +0.8% 276,317 $42.4M
Caisse de depot et placement du Quebec 0.09% Add +30.4% 276,136 $42.4M
Davis Asset Management, L.P. 1.61% No change 270,000 $41.4M
Clearbridge Investments, LLC 0.03% Add +1.2% 245,663 $37.7M
Macquarie Group Ltd. 0.04% Reduce -0.8% 232,371 $35.6M
Canada Pension Plan Investment Board 0.03% Reduce -6.5% 230,310 $35.3M
Royal Bank of Canada 0.01% Reduce -8.5% 211,058 $32.4M
New York State Teachers Retirement System 0.06% Add +0.2% 201,631 $30.9M
Schroder Investment Management Group 0.03% Reduce -5.1% 194,825 $29.9M
Truist Financial Corp. 0.04% Add +29.2% 187,280 $28.7M
State Board of Administration of Florida Retirement System 0.05% Add +1.1% 183,832 $28.2M
Illinois Municipal Retirement Fund 0.35% Add +32.5% 169,931 $26.1M
FIL Ltd 0.02% Reduce -16.1% 166,868 $25.6M
APG Asset Management N.V. 0.07% Reduce -2.2% 190,493 $24.9M
Nicholas Company, Inc. 0.41% Reduce -0.0% 161,560 $24.8M
CANADA LIFE ASSURANCE Co 0.04% Add +5.7% 161,261 $24.8M
Avity Investment Management Inc. 1.80% Add +6.7% 157,706 $24.2M
Aviva PLC 0.05% Reduce -27.3% 148,852 $22.8M
Pictet Asset Management Holding SA 0.02% Reduce -7.5% 141,268 $21.7M
State of Wisconsin Investment Board 0.05% Add +3.1% 139,953 $21.5M
Danske Bank A/S 0.05% Add +1.8% 135,278 $20.7M
Pinnacle Associates Ltd. 0.30% Reduce -25.5% 133,786 $20.5M
Royal London Asset Management Ltd. 0.05% Reduce -3.8% 133,858 $20.5M
PhiloSmith Capital Corp 5.66% No change 132,750 $20.4M
National Bank of Canada 0.02% Reduce -8.7% 129,019 $19.8M
Adage Capital Partners Gp, L.L.C. 0.03% Add +32.5% 126,350 $19.4M
Russell Investments Group, Ltd. 0.02% Reduce -20.6% 121,970 $18.7M
Brandywine Global Investment Management, LLC 0.13% Reduce -2.3% 121,053 $18.6M

"% 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 854 holders