Raymond James Financial
- Market cap
- 30.25B
- P/E (TTM)i
- 13.71
- P/Bi
- 2.38
- EPSi
- 10.30
- Div yieldi
- 1.35%
- 52W posi
- 44%
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
- 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
AlignedInstitutions 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
Top holders as of 2026-06-16
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 28 buys · 19 sells
| Name | Role | Stake |
|---|---|---|
| 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
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 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.