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 | 37.05% | 15.59% | 47.36% |
| Industry | Capital Markets Stocks | 30.20% | 15.91% | 53.89% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 21.75M | 11.03% | $3.49B |
| Blackrock funding, inc. /de | 14.12M | 7.16% | $2.04B |
| Blackrock | 14.38M | 6.91% | $1.78B |
| Wellington management group llp | 9.70M | 4.92% | $1.40B |
| Primecap management co/ca/ | 9.35M | 4.74% | $1.35B |
| State street | 7.85M | 3.98% | $1.14B |
| Fmr | 5.85M | 2.97% | $846.51M |
| Geode capital management | 4.64M | 2.35% | $668.73M |
| Jpmorgan chase | 4.47M | 2.27% | $629.59M |
| 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 | 27.43% | $153.65M |
| Philosmith capital | 132.75K | 5.48% | $19.22M |
| Palmer knight | 43.78K | 3.09% | $6.34M |
| New england professional planning group | 46.83K | 2.83% | $6.78M |
| Peterson wealth services | 61.86K | 2.21% | $8.96M |
| Stephens consulting | 40.28K | 2.09% | $6.47M |
| Am investment strategies | 64.06K | 2.04% | $9.28M |
| Graphene investments sas | 20.50K | 1.99% | $2.97M |
| Sovereign's capital management | 18.19K | 1.94% | $2.63M |
| 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 | 2.02M | 0.03% | 2.02M |
| Wellington management group llp | 9.70M | 0.26% | 1.01M |
| Vanguard fiduciary trust | 967.75K | 0.04% | 967.75K |
| Franklin resources | 1.49M | 0.05% | 813.56K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Agf management | - | - | -1.62M |
| Jpmorgan chase | 4.47M | 0.04% | -845.98K |
| Blackrock | 14.38M | 0.04% | -816.69K |
| First trust advisors lp | 2.46M | 0.25% | -612.51K |
| Qube research | - | - | -547.61K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Harris associates l p | 3.43M | 0.66% | 3.43M | $495.95M |
| Norges bank | 2.02M | 0.03% | 2.02M | $324.26M |
| Vanguard fiduciary trust | 967.75K | 0.04% | 967.75K | $140.12M |
| Vanguard global advisers | 370.74K | 0.03% | 370.74K | $53.68M |
| Vanguard asset management | 299.72K | 0.04% | 299.72K | $43.40M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Mine & arao wealth creation & management, llc. | -1.00 |
| Cape investment advisory | -1.00 |
| Davis capital management | -2.00 |
| Wr wealth planners | -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 Total Stock Mkt Idx Inv | 5.49M | 2.82% | -88.61K |
| Vanguard Institutional 500 Index Trust | 5.25M | 2.60% | 36.41K |
| Vanguard 500 Index Investor | 4.42M | 2.27% | -1.02K |
| Vanguard PRIMECAP Inv | 4.00M | 2.06% | - |
| Vanguard Mid Cap Index Institutional | 3.68M | 1.89% | -32.04K |
| Vanguard Equity-Income Inv | 3.36M | 1.73% | 560.53K |
| Vanguard Capital Opportunity Inv | 2.66M | 1.36% | -15.30K |
| iShares Core S&P 500 ETF | 2.27M | 1.17% | 6.63K |
| Fidelity 500 Index | 2.24M | 1.15% | -3.62K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Dec 15, 2025 | REILLY PAUL C | Executive Chair | Sell | $3.33M |
| Dec 15, 2025 | REILLY PAUL C | Executive Chair | Sell | $8.76M |
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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