RJF — Raymond James Finl Inc Institutional Holders · Q3 2026

Name: Who Owns RJF? 40 Institutions Hold $101M (Q3 2026)
Creator: ko.io

Who owns Raymond James Finl Inc (RJF)? 40 institutions reported holding $101.38M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Congress Asset Management Co ($71.5M), Mn Services Vermogensbeheer B.V. ($8.2M), Kaydan Wealth Management, Inc. ($3.3M).

Rank	Institution	Value	Shares	Change
1	CONGRESS ASSET MANAGEMENT CO	$71.5M	452,328	Trimmed
2	Mn Services Vermogensbeheer B.V.	$8.2M	52,013	Hold
3	Kaydan Wealth Management, Inc.	$3.3M	21,175	Hold
4	AVITY INVESTMENT MANAGEMENT INC.	$3.0M	19,279	Trimmed
5	Wedmont Private Capital	$1.8M	11,090	Added
6	Bank of New Hampshire	$1.7M	10,861	Trimmed
7	Gradient Investments LLC	$1.6M	10,261	Added
8	GAMMA Investing LLC	$1.3M	7,927	Added
9	Bill Few Associates, Inc.	$1.2M	7,495	Trimmed
10	RFG - Bristol Wealth Advisors, LLC	$1.2M	7,289	Trimmed
11	MOODY NATIONAL BANK TRUST DIVISION	$980,988	6,208	Added
12	Adelphi Trust Co	$849,674	5,377	Trimmed
13	CX Institutional	$798,000	5,049	Added
14	CenterStar Asset Management, LLC	$537,268	3,400	Trimmed
15	Shulman DeMeo Asset Management LLC	$455,585	2,833	Trimmed
16	Legacy Wealth Asset Management, LLC	$447,355	2,831	Added
17	ARGUS INVESTORS' COUNSEL, INC.	$429,340	2,717	Trimmed
18	Cadent Capital Advisors, LLC	$367,397	2,325	Hold
19	Farther Finance Advisors, LLC	$309,356	1,958	Trimmed
20	COLLECTIVE FAMILY OFFICE LLC	$308,771	1,954	Trimmed
21	CENTRAL BANK & TRUST CO	$234,028	1,481	Hold
22	WINEBRENNER CAPITAL MANAGEMENT LLC	$213,959	1,354	Hold
23	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	$209,218	1,324	Trimmed
24	Versant Capital Management, Inc	$182,355	1,154	Added
25	MassMutual Private Wealth & Trust, FSB	$117,409	743	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30