# RAYMOND JAMES FINL INC (RJF)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/RJF/

- Reporting holders: 35
- Reported value: $92.4M
- Held through calls: 0.6%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $71.5M | 452,328 | 0.5% | 32 |
| [Kaydan Wealth Management, Inc.](https://holderbook.com/funds/1964532-kaydan-wealth-management-inc/) | $3.3M | 21,175 | 1.1% | 20 |
| [AVITY INVESTMENT MANAGEMENT INC.](https://holderbook.com/funds/926834-avity-investment-management-inc/) | $3.0M | 19,279 | 0.2% | 11 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.8M | 11,090 | 0.0% | 10 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $1.7M | 10,861 | 0.4% | 14 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $1.6M | 10,261 | 0.0% | 3 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.3M | 7,927 | 0.0% | 12 |
| [Bill Few Associates, Inc.](https://holderbook.com/funds/1914644-bill-few-associates-inc/) | $1.2M | 7,495 | 0.2% | 20 |
| [RFG - Bristol Wealth Advisors, LLC](https://holderbook.com/funds/2055104-rfg-bristol-wealth-advisors-llc/) | $1.2M | 7,289 | 0.3% | 8 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $981.0K | 6,208 | 0.1% | 19 |
| [Adelphi Trust Co](https://holderbook.com/funds/2106968-adelphi-trust-co/) | $849.7K | 5,377 | 0.6% | 4 |
| [CenterStar Asset Management, LLC](https://holderbook.com/funds/1722053-centerstar-asset-management-llc/) | $537.3K | 0 | 0.1% | 3 |
| [Shulman DeMeo Asset Management LLC](https://holderbook.com/funds/1767070-shulman-demeo-asset-management-llc/) | $455.6K | 2,833 | 0.1% | 21 |
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $447.4K | 2,831 | 0.1% | 14 |
| [ARGUS INVESTORS' COUNSEL, INC.](https://holderbook.com/funds/7195-argus-investors-counsel-inc/) | $429.3K | 2,717 | 0.3% | 14 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $367.4K | 2,325 | 0.1% | 14 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $309.4K | 1,958 | 0.0% | 16 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $308.8K | 1,954 | 0.1% | 16 |
| [CENTRAL BANK & TRUST CO](https://holderbook.com/funds/1175954-central-bank-trust-co/) | $234.0K | 1,481 | 0.0% | 17 |
| [WINEBRENNER CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/2047728-winebrenner-capital-management-llc/) | $214.0K | 1,354 | 0.1% | 2 |
| [MARKET STREET WEALTH MANAGEMENT ADVISORS LLC](https://holderbook.com/funds/1767601-market-street-wealth-management-advisors-llc/) | $209.2K | 1,324 | 0.0% | 6 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $182.4K | 1,154 | 0.0% | 16 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $117.4K | 743 | 0.0% | 23 |
| [STEPH & CO](https://holderbook.com/funds/941519-steph-co/) | $51.4K | 325 | 0.0% | 28 |
| [Dorato Capital Management](https://holderbook.com/funds/2095216-dorato-capital-management/) | $42.5K | 270 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 35 | $92.4M |
| Q2 2026 | 910 | $24.8B |
| Q1 2026 | 922 | $22.2B |
| Q4 2025 | 942 | $25.3B |
| Q3 2025 | 900 | $27.4B |
| Q2 2025 | 863 | $24.0B |
| Q1 2025 | 865 | $21.9B |
| Q4 2024 | 849 | $24.1B |
| Q3 2024 | 768 | $19.8B |
| Q2 2024 | 755 | $19.6B |
| Q1 2024 | 734 | $21.3B |
| Q4 2023 | 725 | $18.2B |