Raymond James Financial Ownership | Who Owns Raymond James Financial?
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
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Raymond James Financial | 74.11% | 10.04% | 15.85% |
Sector | Financial Services Stocks | 43.55% | 12.63% | 43.82% |
Industry | Capital Markets Stocks | 43.47% | 14.01% | 42.52% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Vanguard group | 21.94M | 10.53% | $2.71B |
Blackrock | 14.38M | 6.91% | $1.78B |
Primecap management co/ca/ | 12.09M | 5.80% | $1.49B |
Wellington management group llp | 9.22M | 4.42% | $1.14B |
State street | 7.92M | 3.80% | $979.05M |
Fmr | 6.53M | 3.13% | $806.81M |
Geode capital management | 4.34M | 2.08% | $534.82M |
Jpmorgan chase | 4.06M | 1.95% | $501.41M |
T. rowe price investment management | 3.88M | 1.86% | $479.74M |
Agf management | 2.58M | 1.24% | $318.97M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Harfst & associates | 1.13M | 32.48% | $139.36M |
Iat reinsurance | 298.13K | 7.78% | $36.85M |
Philosmith capital | 151.50K | 5.27% | $18.73M |
Palmer knight | 64.69K | 3.83% | $8.00M |
Barnes pettey financial advisors | 28.16K | 2.99% | $3.48M |
New england professional planning group | 42.80K | 2.78% | $5.29M |
Peterson wealth services | 63.95K | 2.76% | $7.90M |
Premier fund managers | 526.00K | 2.57% | $64.00M |
Carl stuart investment advisor | 30.15K | 2.33% | $3.73M |
Deroy & devereaux private investment counsel | 280.95K | 2.14% | $34.73M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Norges bank | 2.28M | 0.04% | 2.28M |
First trust advisors lp | 1.46M | 0.18% | 1.35M |
Ubs asset management americas | 1.39M | 0.05% | 514.84K |
Ubs group | 772.28K | 0.02% | 461.19K |
Baird financial group | 433.05K | 0.11% | 428.82K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Jpmorgan chase | 4.06M | 0.04% | -1.34M |
Wellington management group llp | 9.22M | 0.20% | -1.09M |
Blackrock | 14.38M | 0.04% | -816.69K |
Heritage wealth advisors | 13.59K | 0.08% | -474.67K |
Marshall wace, llp | 981.66K | 0.16% | -456.32K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 2.28M | 0.04% | 2.28M | $281.72M |
Corebridge financial | 47.68K | 0.03% | 47.68K | $5.89M |
Fjarde ap-fonden (the fourth swedish national pensionfund) | 41.64K | 0.06% | 41.64K | $5.15M |
Callodine capital management, lp | 40.00K | 1.15% | 40.00K | $4.94M |
Los angeles capital management | 23.85K | 0.01% | 23.85K | $2.95M |
Sold Out
Holder | Change |
---|---|
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
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
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% |
Dec 31, 2023 | 727 | 8.35% | 156,005,618 | 1.30% | 74 | 1.37% | 356 | 25.80% | 239 | -1.24% |
Sep 30, 2023 | 671 | 3.23% | 153,995,965 | -3.12% | 73 | 1.29% | 283 | 0.35% | 242 | -2.02% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | 5.84M | 2.87% | -20.90K |
Vanguard Institutional 500 Index Trust | 4.91M | 2.42% | 56.45K |
Vanguard PRIMECAP Inv | 4.31M | 2.12% | - |
Vanguard Mid Cap Index Institutional | 3.93M | 1.93% | 7.13K |
Vanguard Equity-Income Inv | 3.83M | 1.88% | 165.31K |
Vanguard Capital Opportunity Inv | 2.88M | 1.42% | -10.50K |
Vanguard Windsor Investor Shares | 2.62M | 1.29% | 307.47K |
Fidelity 500 Index | 2.28M | 1.12% | -19.76K |
SPDR® S&P 500® ETF Trust | 2.25M | 1.11% | 763.00 |
iShares Core S&P 500 ETF | 2.06M | 1.02% | 3.19K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Aug 12, 2024 | Elwyn Tashtego S | CEO & President - RJA | Sell | $3.43M |
Jul 31, 2024 | Allaire Bella Loykhter | Executive Vice President-RJA | Sell | $2.00M |
May 03, 2024 | Bunn James E | Pres-GlobEq&Inv Banking-RJA | Sell | $1.38M |
Apr 26, 2024 | Raney Steven M | President & CEO RJBank | Sell | $505.11K |
Feb 09, 2024 | GARCIA ART A | - | Buy | $98.72K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q4 | - | - |
2024 Q4 | - | - |
2024 Q3 | - | 2 |
2024 Q2 | - | 2 |
2024 Q1 | 1 | 2 |
RJF Ownership FAQ
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