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Raymond James Financial Ownership | Who Owns Raymond James Financial?

OverviewForecastRevenueFinancialsChartTranscripts

Raymond James Financial Ownership Summary

Raymond James Financial is owned by 58.93% institutional investors, 10.32% insiders, and 30.74% 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

TypeName% Inst% Insiders% Retail
StockRaymond James Financial58.93%10.32%30.74%
SectorFinancial Services Stocks 32.19%15.44%52.37%
IndustryCapital Markets Stocks28.36%14.01%57.63%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group21.75M11.03%$3.49B
Blackrock funding, inc. /de14.12M7.16%$2.04B
Blackrock14.38M6.91%$1.78B
Primecap management co/ca/9.35M4.74%$1.35B
Wellington management group llp9.02M4.48%$1.56B
State street8.03M3.99%$1.39B
Fmr5.79M2.88%$998.60M
Geode capital management4.55M2.31%$727.91M
Jpmorgan chase4.47M2.27%$629.59M
T. rowe price investment management3.64M1.81%$628.82M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Harfst & associates1.06M27.43%$153.65M
Philosmith capital132.75K5.86%$21.32M
Palmer knight43.78K3.09%$6.34M
New england professional planning group46.83K2.83%$6.78M
Peterson wealth services61.86K2.21%$8.96M
Stephens consulting40.28K2.09%$6.47M
Am investment strategies64.06K2.04%$9.28M
Graphene investments sas20.50K1.99%$2.97M
Premier fund managers202.88K1.90%$33.00M
Sovereign's capital management20.10K1.88%$3.47M

Top Buyers

HolderShares% AssetsChange
Norges bank2.02M0.03%2.02M
Vanguard fiduciary trust967.75K0.04%967.75K
Franklin resources1.49M0.05%813.56K
Citigroup974.92K0.06%538.12K
Vanguard global advisers370.74K0.03%370.74K

Top Sellers

HolderShares% AssetsChange
Agf management---1.62M
Jpmorgan chase4.47M0.04%-845.98K
Blackrock14.38M0.04%-816.69K
First trust advisors lp2.46M0.25%-612.51K
Wellington management group llp9.02M0.27%-550.33K

New Positions

HolderShares% AssetsChangeValue
Norges bank2.02M0.03%2.02M$324.26M
Vanguard fiduciary trust967.75K0.04%967.75K$140.12M
Vanguard global advisers370.74K0.03%370.74K$53.68M
Vanguard asset management299.72K0.04%299.72K$43.40M
Artisan partners limited partnership195.67K0.05%195.67K$28.33M

Sold Out

HolderChange
Mendota financial group-1.00
Mine & arao wealth creation & management, llc.-1.00
Cape investment advisory-1.00
Hexagon capital partners-2.00
Wr wealth planners-2.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2025775-15.49%116,157,360-22.99%581.05%357-10.75%259-18.55%
Sep 30, 20258780.69%149,875,049-3.42%741.25%380-8.43%3043.05%
Jun 30, 2025850-1.85%155,097,8130.65%771.35%409-7.88%2888.68%
Mar 31, 20258580.70%153,991,6470.35%751.33%4418.09%262-12.37%
Dec 31, 2024652-15.43%123,920,611-19.35%591.09%316-10.73%226-13.74%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard US Total Market Shares ETF5.86M2.86%-37.48K
Vanguard Total Stock Mkt Idx Inv5.58M2.83%-17.70K
Vanguard Institutional 500 Index Trust5.25M2.60%36.41K
Vanguard 500 Index Investor4.42M2.24%-108.85K
Vanguard PRIMECAP Inv4.00M2.06%-
Vanguard Mid Cap Index Institutional3.71M1.88%-133.83K
Vanguard Equity-Income Inv3.36M1.73%560.53K
Vanguard Capital Opportunity Inv2.66M1.36%-15.30K
iShares Core S&P 500 ETF2.27M1.17%6.63K
Fidelity 500 Index2.24M1.15%-3.62K

Recent Insider Transactions

DateNameRoleActivityValue
Mar 19, 2026Allaire Bella Loykhter Chief Admin OfficerSell$4.21M
Feb 04, 2026Santelli Jonathan N EVP, General CounselSell$767.08K
Dec 15, 2025REILLY PAUL C Executive ChairSell$9.23M
Dec 15, 2025REILLY PAUL C Executive ChairSell$3.33M
Dec 15, 2025REILLY PAUL C Executive ChairSell$8.76M

Insider Transactions Trends

DateBuySell
2027 Q4--
2025 Q4--
2024 Q4--
2024 Q3-2
2024 Q2-2

RJF Ownership FAQ

Who Owns Raymond James Financial?

Raymond James Financial shareholders are primarily institutional investors at 58.93%, followed by 10.32% insiders and 30.75% retail investors. The average institutional ownership in Raymond James Financial's industry, Capital Markets Stocks, is 28.36%, which Raymond James Financial exceeds.

Who owns the most shares of Raymond James Financial?

Raymond James Financial’s largest shareholders are Vanguard group (21.75M shares, 11.03%), Blackrock funding, inc. /de (14.12M shares, 7.16%), and Blackrock (14.38M shares, 6.91%). Together, they hold 25.10% of Raymond James Financial’s total shares outstanding.

Does Blackrock own Raymond James Financial?

Yes, BlackRock owns 6.91% of Raymond James Financial, totaling 14.38M shares as of Jun 2024. This represents 0.04% of BlackRock's total assets, with a market value of 1.78B$. In the last quarter, BlackRock decreased its holdings by -817K shares, a -5.37% change.

Who is Raymond James Financial’s biggest shareholder by percentage of total assets invested?

Harfst & associates is Raymond James Financial’s biggest shareholder by percentage of total assets invested, with 27.43% of its assets in 1.06M Raymond James Financial shares, valued at 153.65M$.

Who is the top mutual fund holder of Raymond James Financial shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Raymond James Financial shares, with 2.86% of its total shares outstanding invested in 5.86M Raymond James Financial shares.

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