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Who Owns Raymond James Financial Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Raymond James Financial Inc.

Who crossed 5% of RJF →
Managers holding
33
as of 2026-09-30
Reported value
$100.4M
summed across filings
Shares held
635.2K
Added vs trimmed
8 / 14
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
CONGRESS ASSET MANAGEMENT COCOM452.3K shtrimmed$71.5M
Mn Services Vermogensbeheer B.V.COM52K shheld$8.2M
Kaydan Wealth Management, Inc.COM21.2K shheld$3.3M
AVITY INVESTMENT MANAGEMENT INC.COM19.3K shtrimmed$3M
Wedmont Private CapitalCOM11.1K shadded$1.8M
Bank of New HampshireCOM10.9K shtrimmed$1.7M
Gradient Investments LLCCOM10.3K shadded$1.6M
GAMMA Investing LLCCommon Stock7.9K shadded$1.3M
Bill Few Associates, Inc.COM7.5K shtrimmed$1.2M
RFG - Bristol Wealth Advisors, LLCCOM7.3K shtrimmed$1.2M
MOODY NATIONAL BANK TRUST DIVISIONCOM6.2K shadded$981K
Adelphi Trust CoCommon Stock5.4K shtrimmed$849.7K
CenterStar Asset Management, LLCCOM3.4K shtrimmed$537.3K
Shulman DeMeo Asset Management LLCCOM2.8K shtrimmed$455.6K
Legacy Wealth Asset Management, LLCCOM2.8K shadded$447.4K
ARGUS INVESTORS' COUNSEL, INC.COM2.7K shtrimmed$429.3K
Cadent Capital Advisors, LLCCOM2.3K shheld$367.4K
Farther Finance Advisors, LLCStock2K shtrimmed$309.4K
COLLECTIVE FAMILY OFFICE LLCCOM2K shtrimmed$308.8K
CENTRAL BANK & TRUST COEquities1.5K shheld$234K
WINEBRENNER CAPITAL MANAGEMENT LLCCOM1.4K shheld$214K
MARKET STREET WEALTH MANAGEMENT ADVISORS LLCCOM1.3K shtrimmed$209.2K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock743 shtrimmed$117.4K
STEPH & COCOM325 shheld$51.4K
Dorato Capital ManagementCOM270 shtrimmed$42.5K
ELEVATION WEALTH PARTNERS, LLCCOM193 shadded$30.5K
GK Wealth Management LLCCOM109 sh—$17.1K
Retirement Wealth Solutions LLCCOM55 shadded$8.6K
CoreCap Advisors, LLCStock41 shadded$6.5K
Marquette Asset Management, LLCCOM14 shheld$2.2K
Davis Capital ManagementStock4 shheld$632
Grove Bank & TrustCOM3 shheld$474
GILPIN WEALTH MANAGEMENT, LLCCOM1 sh—$159

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on RJF

Company overviewEverything on RJF in one place, with the price.SEC filingsWhat RJF's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat RJF's own officers and directors buy and sell.Funds holding itWhich funds and ETFs hold RJF, and how big a bet.PatentsWhat RJF is filing at the patent office.AircraftThe jets on RJF's registration.

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