Raymond James Financial Ownership | Who Owns Raymond James Financial?
Raymond James Financial Ownership Summary
Raymond James Financial is owned by 75.38% institutional investors, 10.20% insiders, and 14.43% retail investors. Vanguard group is the largest institutional shareholder, holding 10.57% of RJF shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.91% of its assets in Raymond James Financial shares.
RJF Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Raymond James Financial | 75.38% | 10.20% | 14.43% |
| Sector | Financial Services Stocks | 71.97% | 15.39% | 12.64% |
| Industry | Capital Markets Stocks | 37.49% | 19.09% | 43.42% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 21.90M | 10.57% | $3.40B |
| Blackrock funding, inc. /de | 14.34M | 6.93% | $2.23B |
| Blackrock | 14.38M | 6.91% | $1.78B |
| Primecap management co/ca/ | 11.47M | 5.54% | $1.78B |
| Wellington management group llp | 10.33M | 4.99% | $1.60B |
| State street | 7.92M | 3.80% | $979.05M |
| Fmr | 6.52M | 3.15% | $1.01B |
| Jpmorgan chase | 4.42M | 2.13% | $686.45M |
| Geode capital management | 4.39M | 2.12% | $680.38M |
| T. rowe price investment management | 4.11M | 1.98% | $637.99M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Harfst & associates | 1.13M | 36.44% | $174.93M |
| Iat reinsurance | 298.13K | 9.78% | $46.31M |
| Philosmith capital | 132.75K | 5.84% | $20.62M |
| Palmer knight | 57.32K | 3.99% | $8.90M |
| New england professional planning group | 44.61K | 3.45% | $6.93M |
| Peterson wealth services | 65.74K | 3.07% | $10.21M |
| Premier fund managers | 526.00K | 2.91% | $81.69M |
| Barnes pettey financial advisors | 24.46K | 2.90% | $3.80M |
| Deroy & devereaux private investment counsel | 286.44K | 2.55% | $44.49M |
| Am investment strategies | 64.06K | 2.42% | $9.95M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 1.90M | 0.04% | 1.90M |
| Blackrock funding, inc. /de | 14.34M | 0.05% | 714.14K |
| Raymond james financial | 680.49K | 0.04% | 680.49K |
| Pnc financial services group | 567.46K | 0.06% | 461.07K |
| Los angeles capital management | 290.39K | 0.18% | 246.01K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 10.33M | 0.29% | -1.79M |
| First trust advisors lp | 141.65K | 0.02% | -1.51M |
| Blackrock | 14.38M | 0.04% | -816.69K |
| Select equity group | - | - | -525.40K |
| Primecap management co/ca/ | 11.47M | 1.38% | -507.26K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.90M | 0.04% | 1.90M | $294.65M |
| Raymond james financial | 680.49K | 0.04% | 680.49K | $105.70M |
| Susquehanna fundamental investments | 113.18K | 0.25% | 113.18K | $17.58M |
| Caisse de depot et placement du quebec | 73.57K | 0.02% | 73.57K | $11.43M |
| Jefferies financial group | 60.30K | 0.06% | 60.30K | $9.37M |
Sold Out
| Holder | Change |
|---|---|
| Mine & arao wealth creation & management, llc. | -1.00 |
| Mendota financial group | -1.00 |
| Cape investment advisory | -1.00 |
| Wr wealth planners | -2.00 |
| Mcf advisors | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 858 | 0.70% | 153,991,647 | 0.35% | 75 | 1.33% | 441 | 8.09% | 262 | -12.37% |
| Dec 31, 2024 | 652 | -15.43% | 123,920,611 | -19.35% | 59 | 1.09% | 316 | -10.73% | 226 | -13.74% |
| Sep 30, 2024 | 761 | 1.06% | 153,477,354 | -0.26% | 74 | 1.34% | 350 | -1.13% | 259 | 4.44% |
| Jun 30, 2024 | 741 | 0.68% | 153,773,723 | -0.06% | 73 | 1.35% | 351 | -4.88% | 244 | 10.41% |
| Mar 31, 2024 | 736 | 1.24% | 153,862,637 | -1.37% | 73 | 1.32% | 369 | 3.65% | 221 | -7.53% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 5.92M | 2.91% | 79.38K |
| Vanguard US Total Market Shares ETF | 5.86M | 2.86% | -37.48K |
| Vanguard Institutional 500 Index Trust | 5.21M | 2.56% | 83.45K |
| Vanguard Mid Cap Index Institutional | 4.01M | 1.97% | 38.51K |
| Vanguard PRIMECAP Inv | 3.90M | 1.92% | -388.31K |
| Vanguard Equity-Income Inv | 3.25M | 1.60% | -38.85K |
| Vanguard Capital Opportunity Inv | 2.64M | 1.30% | -166.06K |
| Fidelity 500 Index | 2.31M | 1.14% | 22.14K |
| SPDR® S&P 500 ETF | 2.28M | 1.11% | -33.48K |
| SPDR® S&P 500® ETF | 2.20M | 1.09% | 8.32K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 29, 2025 | Allaire Bella Loykhter | Chief Admin Officer | Sell | $963.23K |
| Apr 28, 2025 | Bunn James E | President, Capital Markets | Sell | $498.18K |
| Jan 31, 2025 | Santelli Jonathan N | EVP, Gen Counsel, Secy | Sell | $699.93K |
| Dec 13, 2024 | Elwyn Tashtego S | President, PCG | Sell | $1.59M |
| Dec 05, 2024 | Santelli Jonathan N | EVP, Gen Counsel, Secy | Sell | $513.32K |
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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