RJF · NYSE · Asset Management

Raymond James Financial (RJF)

Advisor-led wealth management supported by capital markets, asset management, and banking.

$160.28
vs last close−4.91 (−2.97%)

13F · 13D/G · Form 4

Institutions79.50%152.93M shares
929 holders · as of Jun 30, 2026
Insiders10.63%20.44M shares
29 holders · as of Aug 31, 2026
Other9.87%18.98M shares
remainder

192.36M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

13F · 13D/G · Form 4

HolderStakeSharesDate
Thomas A. James1Insider10 percent owner
10.05%19.99Mfiled Dec 18, 2023
BlackRock, Inc.Institution
7.46%14.34Mas of Jun 30, 2026
PRIMECAP Management CompanyInstitution
6.79%13.06Mfiled Feb 9, 2023
Vanguard Capital Management LLCInstitution
5.84%11.24Mas of Jun 30, 2026
Wellington Management Group LLPInstitution
4.91%9.45Mas of Jun 30, 2026
Primecap Management Co/CA/Institution
4.80%9.24Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
4.63%8.90Mas of Jun 30, 2026
State Street CorpInstitution
4.10%7.89Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
2.42%4.65Mas of Jun 30, 2026
FMR LLCInstitution
2.29%4.40Mas of Jun 30, 2026
Harris Associates L PInstitution
1.92%3.69Mas of Jun 30, 2026
T. Rowe Price Investment Management, Inc.Institution
1.46%2.81Mas of Jun 30, 2026
JPMorgan Chase & CoInstitution
1.41%2.71Mas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
1.27%2.45Mas of Jun 30, 2026
Norges BankInstitution
1.26%2.43Mas of Jun 30, 2026
Bank of America Corp /DE/Institution
1.23%2.37Mas of Jun 30, 2026
Victory Capital Management IncInstitution
1.21%2.33Mas of Jun 30, 2026
Morgan StanleyInstitution
1.16%2.22Mas of Jun 30, 2026
Earnest Partners LLCInstitution
1.15%2.20Mas of Jun 30, 2026
Goldman Sachs Group IncInstitution
1.10%2.12Mas of Jun 30, 2026
Invesco Ltd.Institution
1.07%2.05Mas of Jun 30, 2026
Northern Trust CorpInstitution
1.00%1.93Mas of Jun 30, 2026
Massachusetts Financial Services Co /MA/Institution
0.99%1.90Mas of Jun 30, 2026
First Trust Advisors LPInstitution
0.98%1.89Mas of Jun 30, 2026
UBS Asset Management Americas IncInstitution
0.78%1.50Mas of Jun 30, 2026
  1. Thomas A. James's transaction reports restate only vehicles that traded; the 2022 ownership statement (19.99M) less the 661.5K net shares sold since is used instead.

13F, as of Jun 30, 2026

929 holders · 152.93M shares · 77 new positions · 408 increased · 345 reduced · 93 closed

HolderShares% outstandingChg q/qFiled
BlackRock, Inc.14.34M7.46%+224.7KAug 7, 2026
Vanguard Capital Management LLC11.24M5.84%−121.0KAug 13, 2026
Wellington Management Group LLP9.45M4.91%−254.1KAug 14, 2026
Primecap Management Co/CA/9.24M4.80%−104.6KAug 14, 2026
Vanguard Portfolio Management LLC8.90M4.63%−162.2KAug 13, 2026
State Street Corp7.89M4.10%+35.3KAug 7, 2026
Geode Capital Management, LLC4.65M2.42%+10.5KAug 12, 2026
FMR LLC4.40M2.29%−1.44MAug 13, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Vanguard Capital Management6.62%13.06M13GApr 30, 2026
BlackRock, Inc.6.60%13.63MOct 22, 2024

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Aug 28, 2026
Bella Loykhter Allaireofficer: Chief Admin Officer
Sale7,500$177.6046,086
Jul 28, 2026
Tashtego S. Elwynofficer: President, PCG
Sale10,000$176.0645,114
Jul 27, 2026
Steven M. Raneyofficer: Executive Chair RJBank
Sale5,770$172.9743,046
Mar 19, 2026
Bella Loykhter Allaireofficer: Chief Admin Officer
Sale29,551$142.3453,586
Feb 4, 2026
Jonathan N. Santelliofficer: EVP, General Counsel
Sale4,500$170.4626,853
Dec 15, 2025
Paul C. Reillydirector, officer: Executive Chair
Sale · 3 lots130,687$163.15260,546

House and Senate disclosures

MemberTypeAmountOwnerTradedDisclosed
Rep. Ro Khanna · CA17Purchase$1,001 – $15,000SpouseApr 13, 2026May 13, 2026