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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 59.84% institutional investors, 10.34% insiders, and 29.82% retail investors. Vanguard group is the largest institutional shareholder, holding 10.57% 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

TypeName% Inst% Insiders% Retail
StockRaymond James Financial59.84%10.34%29.82%
SectorFinancial Services Stocks 40.29%14.61%45.11%
IndustryCapital Markets Stocks34.70%18.00%47.30%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group21.90M10.57%$3.40B
Blackrock funding, inc. /de14.34M6.93%$2.23B
Blackrock14.38M6.91%$1.78B
Primecap management co/ca/11.47M5.54%$1.78B
Wellington management group llp10.33M4.99%$1.60B
State street7.92M3.80%$979.05M
Fmr6.52M3.15%$1.01B
Jpmorgan chase4.42M2.13%$686.45M
Geode capital management4.39M2.12%$680.38M
T. rowe price investment management4.11M1.98%$637.99M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Harfst & associates1.13M36.44%$174.93M
Iat reinsurance298.13K9.78%$46.31M
Philosmith capital132.75K5.84%$20.62M
Palmer knight57.32K3.99%$8.90M
New england professional planning group44.61K3.45%$6.93M
Peterson wealth services65.74K3.07%$10.21M
Premier fund managers526.00K2.91%$81.69M
Barnes pettey financial advisors24.46K2.90%$3.80M
Deroy & devereaux private investment counsel286.44K2.55%$44.49M
Am investment strategies64.06K2.42%$9.95M

Top Buyers

HolderShares% AssetsChange
Norges bank1.90M0.04%1.90M
Blackrock funding, inc. /de14.34M0.05%714.14K
Raymond james financial680.49K0.04%680.49K
Select equity group525.40K0.32%525.40K
Pnc financial services group567.46K0.06%461.07K

Top Sellers

HolderShares% AssetsChange
Wellington management group llp10.33M0.29%-1.79M
First trust advisors lp141.65K0.02%-1.51M
Blackrock14.38M0.04%-816.69K
Primecap management co/ca/11.47M1.38%-507.26K
Holocene advisors, lp---450.22K

New Positions

HolderShares% AssetsChangeValue
Norges bank1.90M0.04%1.90M$294.65M
Raymond james financial680.49K0.04%680.49K$105.70M
Select equity group525.40K0.32%525.40K$81.61M
Proficio capital partners137.34K0.01%137.34K$137.34K
Weiss asset management lp127.71K0.41%127.71K$19.84M

Sold Out

HolderChange
Mendota financial group-1.00
Mine & arao wealth creation & management, llc.-1.00
Wr wealth planners-2.00
Rosenberg matthew hamilton-3.00
Mcf advisors-3.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2024652-15.43%123,920,611-19.35%591.09%316-10.73%226-13.74%
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%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard US Total Market Shares ETF5.86M2.86%-37.48K
Vanguard Total Stock Mkt Idx Inv5.79M2.82%20.45K
Vanguard Institutional 500 Index Trust5.07M2.48%34.15K
Vanguard PRIMECAP Inv4.29M2.10%-17.53K
Vanguard Mid Cap Index Institutional3.97M1.94%17.02K
Vanguard Equity-Income Inv3.29M1.61%-531.71K
Vanguard Capital Opportunity Inv2.80M1.37%-78.42K
Vanguard Windsor Investor Shares2.30M1.12%-321.69K
Fidelity 500 Index2.29M1.12%10.20K
SPDR® S&P 500 ETF2.28M1.11%-33.48K

Recent Insider Transactions

DateNameRoleActivityValue
Jan 31, 2025Santelli Jonathan N EVP, Gen Counsel, SecySell$699.93K
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

Insider Transactions Trends

DateBuySell
2027 Q4--
2025 Q4--
2024 Q4--
2024 Q3-2
2024 Q2-2

RJF Ownership FAQ

Who Owns Raymond James Financial?

Raymond James Financial shareholders are primarily institutional investors at 59.84%, followed by 10.34% insiders and 29.82% retail investors. The average institutional ownership in Raymond James Financial's industry, Capital Markets Stocks, is 34.70%, which Raymond James Financial exceeds.

Who owns the most shares of Raymond James Financial?

Raymond James Financial’s largest shareholders are Vanguard group (21.9M shares, 10.57%), Blackrock funding, inc. /de (14.34M shares, 6.93%), and Blackrock (14.38M shares, 6.91%). Together, they hold 24.40% 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 36.44% of its assets in 1.13M Raymond James Financial shares, valued at 174.93M$.

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

Vanguard US Total Market Shares ETF is the top mutual fund holder of Raymond James Financial shares, with 2.86% of its total shares outstanding invested in 5.86M Raymond James Financial shares.

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