Raymond James Financial Ownership | Who Owns Raymond James Financial?
Raymond James Financial Ownership Summary
Raymond James Financial is owned by 27.98% institutional investors, 10.42% insiders, and 61.61% retail investors. Vanguard group is the largest institutional shareholder, holding 11.03% of RJF shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.86% of its assets in Raymond James Financial shares.
RJF Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Raymond James Financial | 27.98% | 10.42% | 61.61% |
| Sector | Financial Services Stocks | 746.79% | 13.83% | -660.62% |
| Industry | Capital Markets Stocks | 31.40% | 17.54% | 51.06% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 21.75M | 11.03% | $3.49B |
| Blackrock funding, inc. /de | 14.34M | 7.31% | $2.18B |
| Blackrock | 14.38M | 6.91% | $1.78B |
| Vanguard capital management | 11.24M | 5.73% | $1.71B |
| Wellington management group llp | 9.70M | 4.92% | $1.40B |
| Primecap management co/ca/ | 9.35M | 4.74% | $1.35B |
| State street | 7.89M | 4.02% | $1.20B |
| Geode capital management | 4.65M | 2.37% | $703.73M |
| Fmr | 4.40M | 2.25% | $669.66M |
| T. rowe price investment management | 3.43M | 1.74% | $496.28M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Harfst & associates | 1.06M | 25.07% | $161.31M |
| Philosmith capital | 131.95K | 5.45% | $20.06M |
| 1248 management | 65.77K | 3.91% | $10.00M |
| New england professional planning group | 47.00K | 2.67% | $7.15M |
| Palmer knight | 42.77K | 2.50% | $6.50M |
| Stephens consulting | 40.28K | 2.09% | $6.47M |
| Peterson wealth services | 62.01K | 2.06% | $9.43M |
| Sovereign's capital management | 18.19K | 1.94% | $2.63M |
| Am investment strategies | 64.06K | 1.87% | $9.74M |
| Meag munich ergo, kapitalanlagegesellschaft mbh | 374.07K | 1.84% | $58.10M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Harris associates l p | 3.43M | 0.66% | 3.43M |
| Norges bank | 2.43M | 0.04% | 2.43M |
| Wellington management group llp | 9.70M | 0.26% | 1.01M |
| Marshall wace, llp | 665.45K | 0.08% | 665.45K |
| Barclays | 1.22M | 0.04% | 494.62K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jpmorgan chase | 2.71M | 0.02% | -1.76M |
| Agf management | - | - | -1.62M |
| Fmr | 4.40M | 0.03% | -1.44M |
| Blackrock | 14.38M | 0.04% | -816.69K |
| Franklin resources | 811.47K | 0.03% | -679.66K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Harris associates l p | 3.43M | 0.66% | 3.43M | $495.95M |
| Norges bank | 2.43M | 0.04% | 2.43M | $369.82M |
| North reef capital management lp | 159.16K | 0.79% | 159.16K | $23.05M |
| Tudor investment corp et al | 135.72K | 0.04% | 135.72K | $19.65M |
| Renaissance | 77.34K | 0.02% | 77.34K | $11.76M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Cape investment advisory | -1.00 |
| Mine & arao wealth creation & management, llc. | -1.00 |
| Wr wealth planners | -2.00 |
| Hexagon capital partners | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 574 | -39.90% | 55,140,329 | -63.97% | 27 | 0.46% | 245 | -46.15% | 214 | -33.54% |
| Dec 31, 2025 | 775 | -15.49% | 116,157,360 | -22.99% | 58 | 1.05% | 357 | -10.75% | 259 | -18.55% |
| Sep 30, 2025 | 878 | 0.69% | 149,875,049 | -3.42% | 74 | 1.25% | 380 | -8.43% | 304 | 3.05% |
| Jun 30, 2025 | 850 | -1.85% | 155,097,813 | 0.65% | 77 | 1.35% | 409 | -7.88% | 288 | 8.68% |
| Mar 31, 2025 | 858 | 0.70% | 153,991,647 | 0.35% | 75 | 1.33% | 441 | 8.09% | 262 | -12.37% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 5.86M | 2.86% | -37.48K |
| Vanguard Morn Total Stk Mkt Idx Investor | 5.49M | 2.86% | -972.00 |
| Vanguard Total Stock Mkt Idx Inv | 5.49M | 2.82% | -972.00 |
| Vanguard Institutional 500 Index Trust | 5.25M | 2.60% | 36.41K |
| Vanguard 500 Index Investor | 4.44M | 2.28% | -26.58K |
| Vanguard PRIMECAP Inv | 3.96M | 2.06% | -39.59K |
| Vanguard Morn Mid Cap Index Instl | 3.64M | 1.90% | -47.49K |
| Vanguard Mid Cap Index Institutional | 3.64M | 1.87% | -47.49K |
| Vanguard Equity-Income Inv | 3.28M | 1.70% | -83.01K |
| Vanguard Capital Opportunity Inv | 2.61M | 1.36% | -44.96K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jul 28, 2026 | Elwyn Tashtego S | President, PCG | Sell | $1.76M |
| Jul 27, 2026 | Raney Steven M | Executive Chair RJBank | Sell | $998.03K |
| Mar 19, 2026 | Allaire Bella Loykhter | Chief Admin Officer | Sell | $4.21M |
| Feb 04, 2026 | Santelli Jonathan N | EVP, General Counsel | Sell | $767.08K |
| Dec 15, 2025 | REILLY PAUL C | Executive Chair | Sell | $9.23M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2027 Q4 | - | - |
| 2025 Q4 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 2 |
| 2024 Q2 | - | 2 |
RJF Ownership FAQ
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