Raymond James Financial Ownership | Who Owns Raymond James Financial?
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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Raymond James Financial | 58.93% | 10.32% | 30.74% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Capital Markets Stocks | 28.36% | 14.01% | 57.63% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 21.75M | 11.03% | $3.49B |
| Blackrock funding, inc. /de | 14.16M | 7.19% | $2.27B |
| Blackrock | 14.38M | 6.91% | $1.78B |
| Primecap management co/ca/ | 9.34M | 4.74% | $1.50B |
| Wellington management group llp | 9.02M | 4.48% | $1.56B |
| State street | 8.03M | 3.99% | $1.39B |
| Fmr | 5.79M | 2.88% | $998.60M |
| Jpmorgan chase | 5.31M | 2.70% | $853.48M |
| Geode capital management | 4.55M | 2.31% | $727.91M |
| T. rowe price investment management | 3.64M | 1.81% | $628.82M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Harfst & associates | 1.07M | 30.90% | $171.37M |
| Philosmith capital | 132.75K | 5.86% | $21.32M |
| Carl stuart investment advisor | 28.48K | 4.62% | $4.91M |
| Palmer knight | 44.34K | 3.74% | $7.12M |
| New england professional planning group | 46.69K | 3.14% | $7.50M |
| Peterson wealth services | 60.93K | 2.50% | $9.78M |
| Am investment strategies | 64.06K | 2.14% | $10.29M |
| Stephens consulting | 40.28K | 2.09% | $6.47M |
| Graphene investments sas | 20.50K | 2.06% | $3.29M |
| Deroy & devereaux private investment counsel | 258.41K | 2.02% | $41.50M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 2.02M | 0.03% | 2.02M |
| Healthcare of ontario pension plan trust fund | 466.93K | 0.15% | 348.78K |
| Hsbc | 1.30M | 0.12% | 329.10K |
| Ubs group | 841.86K | 0.02% | 227.78K |
| Bank of new york mellon | 1.20M | 0.03% | 216.91K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Agf management | - | - | -1.62M |
| Blackrock | 14.38M | 0.04% | -816.69K |
| Wellington management group llp | 9.02M | 0.27% | -550.33K |
| T. rowe price investment management | 3.64M | 0.38% | -539.51K |
| Jpmorgan chase | 5.31M | 0.05% | -533.23K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 2.02M | 0.03% | 2.02M | $324.26M |
| Freestone grove partners lp | 106.15K | 0.14% | 106.15K | $18.32M |
| Rakuten investment management | 69.19K | 0.06% | 69.19K | $16.91M |
| Algebris (uk) | 63.35K | 0.80% | 63.35K | $10.18M |
| Fjarde ap-fonden (the fourth swedish national pensionfund) | 41.64K | 0.06% | 41.64K | $5.15M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -1.00 |
| Cape investment advisory | -1.00 |
| Mine & arao wealth creation & management, llc. | -1.00 |
| Hexagon capital partners | -2.00 |
| Wr wealth planners | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 652 | -15.43% | 123,920,611 | -19.35% | 59 | 1.09% | 316 | -10.73% | 226 | -13.74% |
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 | 5.57M | 2.83% | 11.89K |
| Vanguard Institutional 500 Index Trust | 5.25M | 2.60% | 36.41K |
| Vanguard 500 Index Investor | 4.49M | 2.28% | 27.82K |
| Vanguard PRIMECAP Inv | 4.00M | 2.03% | -118.95K |
| Vanguard Mid Cap Index Institutional | 3.83M | 1.95% | -20.11K |
| Vanguard Equity-Income Inv | 2.80M | 1.42% | -155.50K |
| Vanguard Capital Opportunity Inv | 2.67M | 1.36% | -85.09K |
| iShares Core S&P 500 ETF | 2.25M | 1.14% | 290.92K |
| Fidelity 500 Index | 2.23M | 1.13% | -11.40K |
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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