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Raymond James Financial

US · RJF #669 by market cap Listed 1970
157.25 -2.18 -1.37%
Live - 5344 symbols - heartbeat 190s ago · 2026-10-08 08:05
Pre-market 157.25 0.00%
After-hours 157.25 0.00%
Market cap
30.25B
P/B
2.38
EPS
10.30
Reader sentiment Are you bullish or bearish on RJF?

Anonymous reader poll. Unscientific, not investment advice.

✦ Quant Ownership Signal how this is computed

Distributing
  • The number of reporting institutions decreased by 3 in the most recent period (2026/Q3).
  • Total institutional ownership (as a % of shares) was little changed.

Institutional ownership

Held by institutions
81.47% -0.07pp
Institutions
1,080 -3
As of
2026/Q3 vs. prior period

Ownership vs. money flow

Aligned

Institutions trimmed shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two line up.

Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.

Holder types

Mutual Fund69.66%
Individual/Insider10.52%
Public Company3.63%
Government Pension Fund2.16%
Hedge Fund2.12%
Private Company1.65%
Sovereign Wealth Fund1.30%
Insurance Company0.31%
Family Office/Trust0.28%
Other8.36%

Top holders as of 2026-06-16

Thomas James 9.97% · 19.17M sh
BlackRock 7.46% · 14.34M sh
Vanguard Capital Management, LLC 6.34% · 12.20M sh
Wellington Management Group 4.91% · 9.45M sh
PRIMECAP Management Company 4.80% · 9.24M sh
Vanguard Portfolio Management, LLC 4.63% · 8.90M sh
State Street Global Advisors 4.10% · 7.89M sh
Geode Capital Management, LLC 2.42% · 4.65M sh
FMR 2.15% · 4.14M sh
Harris Associates L.P. 1.92% · 3.69M sh

Bar length is relative to the largest holder shown here, not to 100% of the company.

Insiders

50 filings tracked · 28 buys · 19 sells

NameRoleStake
Thomas James Chairman Emeritus 9.97%
Paul Reilly Chairman & CEO 0.14%
Scott Curtis President of Private Client Group 0.10%
James Bunn President of Global Equities & Investment Banking 0.05%
Tashtego Elwyn President & CEO of Raymond James & Associates Inc Broker/Dealer 0.03%
Bella Allaire Executive Vice President of Technology & Operations 0.02%
Steven Raney Chairman & CEO of Raymond James Bank 0.02%
Gordon Johnson Independent Non-Executive Director 0.02%
Paul Shoukry Chief Financial Officer 0.02%
Vincent Campagnoli Chief Information Officer 0.02%

Insider transactions most recent Form 4 filings

DateNameRoleTypeSharesPrice
2026-08-27 Bella Allaire Executive Vice President of Technology & Operations Open Market Disposition -7,500 $177.60
2026-08-19 Tarek Helal Former Chief Risk Officer of Private Client Group & Asset Management Other Acquisition +23,397 --
2026-08-19 Tarek Helal Former Chief Risk Officer of Private Client Group & Asset Management Other Disposition -23,397 --
2026-08-17 Scott Curtis President of Private Client Group Other Disposition -1,000 --
2026-07-27 Tashtego Elwyn President & CEO of Raymond James & Associates Inc Broker/Dealer Open Market Disposition -10,000 $176.06
2026-07-26 Steven Raney Chairman & CEO of Raymond James Bank Open Market Disposition -5,770 $172.97
2026-06-15 Thomas James Chairman Emeritus Initial Statement of Beneficial 0 --
2026-03-18 Bella Allaire Executive Vice President of Technology & Operations Open Market Disposition -29,551 $142.34
2026-02-27 Chris Aisenbrey Chief Human Resources Officer Derivative Exercise and Sale -132 $153.08
2026-02-27 Chris Aisenbrey Chief Human Resources Officer Derivative Exercise and Retained +468 --
2026-02-23 Jeffrey Edwards Independent Non-Executive Director Other Acquisition +1,503 --
2026-02-23 Jeffrey Edwards Independent Non-Executive Director Other Disposition -1,503 --
2026-02-18 Raymond McDaniel Independent Non-Executive Director Other Acquisition +1,303 --
2026-02-18 Roderick McGeary Independent Non-Executive Director Other Acquisition +1,303 --
2026-02-18 Mark Begor Director Other Acquisition +1,303 --
2026-02-18 Art Garcia Director Other Acquisition +1,303 --
2026-02-18 Jeffrey Edwards Independent Non-Executive Director Other Derivative Acquisition +1,303 --
2026-02-18 Jeffrey Edwards Independent Non-Executive Director Derivative Exercise and Retained +1,253 --
2026-02-18 P. Seshadri Independent Non-Executive Director Other Acquisition +1,303 --
2026-02-18 Benjamin Esty Independent Non-Executive Director Other Acquisition +1,303 --

Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.

Quote time 2026-10-08 08:05:18 · For reference only, not investment advice and not tailored to your situation.