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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 74.11% institutional investors, 10.04% insiders, and 15.85% retail investors. Vanguard group is the largest institutional shareholder, holding 10.53% of RJF shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.87% of its assets in Raymond James Financial shares.

RJF Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockRaymond James Financial74.11%10.04%15.85%
SectorFinancial Services Stocks 49.66%13.98%36.36%
IndustryCapital Markets Stocks43.37%15.77%40.86%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group21.94M10.53%$2.71B
Blackrock14.38M6.91%$1.78B
Primecap management co/ca/12.09M5.80%$1.49B
Wellington management group llp9.22M4.42%$1.14B
State street7.92M3.80%$979.05M
Fmr6.53M3.13%$806.81M
Geode capital management4.34M2.08%$534.82M
Jpmorgan chase4.06M1.95%$501.41M
T. rowe price investment management3.88M1.86%$479.74M
Agf management2.58M1.24%$318.97M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Harfst & associates1.13M32.48%$139.36M
Iat reinsurance298.13K7.78%$36.85M
Philosmith capital151.50K5.27%$18.73M
Palmer knight64.69K3.83%$8.00M
Barnes pettey financial advisors28.16K2.99%$3.48M
New england professional planning group42.80K2.78%$5.29M
Peterson wealth services63.95K2.76%$7.90M
Premier fund managers526.00K2.57%$64.00M
Carl stuart investment advisor30.15K2.33%$3.73M
Deroy & devereaux private investment counsel280.95K2.14%$34.73M

Top Buyers

HolderShares% AssetsChange
Norges bank2.28M0.04%2.28M
First trust advisors lp1.46M0.18%1.35M
Ubs asset management americas1.39M0.05%514.84K
Ubs group772.28K0.02%461.19K
Baird financial group433.05K0.11%428.82K

Top Sellers

HolderShares% AssetsChange
Jpmorgan chase4.06M0.04%-1.34M
Wellington management group llp9.22M0.20%-1.09M
Blackrock14.38M0.04%-816.69K
Heritage wealth advisors13.59K0.08%-474.67K
Marshall wace, llp981.66K0.16%-456.32K

New Positions

HolderShares% AssetsChangeValue
Norges bank2.28M0.04%2.28M$281.72M
Corebridge financial47.68K0.03%47.68K$5.89M
Fjarde ap-fonden (the fourth swedish national pensionfund)41.64K0.06%41.64K$5.15M
Callodine capital management, lp40.00K1.15%40.00K$4.94M
Los angeles capital management23.85K0.01%23.85K$2.95M

Sold Out

HolderChange
Mine & arao wealth creation & management, llc.-1.00
Wr wealth planners-2.00
Hexagon capital partners-4.00
Financial gravity asset management-4.00
Tfo-tdc-5.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20247611.06%153,477,354-0.26%741.34%350-1.13%2594.44%
Jun 30, 20247410.68%153,773,723-0.06%731.35%351-4.88%24410.41%
Mar 31, 20247361.24%153,862,637-1.37%731.32%3693.65%221-7.53%
Dec 31, 20237278.35%156,005,6181.30%741.37%35625.80%239-1.24%
Sep 30, 20236713.23%153,995,965-3.12%731.29%2830.35%242-2.02%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv5.84M2.87%-20.90K
Vanguard Institutional 500 Index Trust4.91M2.42%56.45K
Vanguard PRIMECAP Inv4.31M2.12%-
Vanguard Mid Cap Index Institutional3.93M1.93%7.13K
Vanguard Equity-Income Inv3.83M1.88%165.31K
Vanguard Capital Opportunity Inv2.88M1.42%-10.50K
Vanguard Windsor Investor Shares2.62M1.29%307.47K
Fidelity 500 Index2.28M1.12%-19.76K
SPDR® S&P 500® ETF Trust2.28M1.12%-12.64K
iShares Core S&P 500 ETF2.09M1.03%6.49K

Recent Insider Transactions

DateNameRoleActivityValue
Dec 13, 2024Elwyn Tashtego S President, PCGSell$1.59M
Dec 05, 2024Santelli Jonathan N EVP, Gen Counsel, SecySell$513.32K
Dec 04, 2024Reid Shannon B President, ICDSell$205.14K
Dec 04, 2024Carter Horace President, Fixed IncomeSell$825.15K
Dec 02, 2024REILLY PAUL C Chair & CEOSell$8.37M

Insider Transactions Trends

DateBuySell
2025 Q4--
2024 Q4--
2024 Q3-2
2024 Q2-2
2024 Q112

RJF Ownership FAQ

Who Owns Raymond James Financial?

Raymond James Financial shareholders are primarily institutional investors at 74.11%, followed by 10.04% insiders and 15.85% retail investors. The average institutional ownership in Raymond James Financial's industry, Capital Markets Stocks, is 43.37%, which Raymond James Financial exceeds.

Who owns the most shares of Raymond James Financial?

Raymond James Financial’s largest shareholders are Vanguard group (21.94M shares, 10.53%), Blackrock (14.38M shares, 6.91%), and Primecap management co/ca/ (12.09M shares, 5.80%). Together, they hold 23.24% 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 32.48% of its assets in 1.13M Raymond James Financial shares, valued at 139.36M$.

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

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Raymond James Financial shares, with 2.87% of its total shares outstanding invested in 5.84M Raymond James Financial shares.

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