Raymond James Financial, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 21.75 M | $3.49 B | -0.61% | 11.03% |
| BLACKROCK, INC. | 02/12/2026 | 14.16 M | $2.27 B | -2.66% | 7.19% |
| PRIMECAP MANAGEMENT CO/CA/ | 02/11/2026 | 9.34 M | $1.50 B | -3.15% | 4.74% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 8.69 M | $1.40 B | -3.60% | 4.41% |
| STATE STREET CORP | 02/13/2026 | 7.91 M | $1.27 B | -1.52% | 4.01% |
| FMR LLC | 02/17/2026 | 5.71 M | $916.39 M | -1.37% | 2.90% |
| JPMORGAN CHASE & CO | 02/11/2026 | 5.31 M | $853.48 M | -9.12% | 2.70% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 4.55 M | $727.91 M | -0.23% | 2.31% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 02/19/2026 | 3.46 M | $555.28 M | -5.09% | 1.75% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 3.07 M | $493.33 M | 18.27% | 1.56% |
| VICTORY CAPITAL MANAGEMENT INC | 02/13/2026 | 2.79 M | $447.38 M | 0.79% | 1.41% |
| MORGAN STANLEY | 02/13/2026 | 2.62 M | $420.94 M | -1.83% | 1.33% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 2.36 M | $378.74 M | 0.04% | 1.20% |
| INVESCO LTD. | 02/19/2026 | 2.34 M | $375.54 M | 12.23% | 1.19% |
| EARNEST PARTNERS LLC | 02/12/2026 | 2.32 M | $372.15 M | -6.25% | 1.18% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 2.23 M | $358.04 M | 11.62% | 1.13% |
| NORGES BANK | 02/10/2026 | 2.02 M | $324.26 M | 100.00% | 1.02% |
| NORTHERN TRUST CORP | 02/17/2026 | 1.95 M | $312.81 M | -5.26% | 0.99% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 01/22/2026 | 1.93 M | $310.25 M | -3.76% | 0.98% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 1.85 M | $296.85 M | -3.33% | 0.94% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 1.41 M | $225.89 M | -3.12% | 0.71% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 1.20 M | $192.99 M | 22.02% | 0.61% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 1.19 M | $191.33 M | -4.79% | 0.60% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 1.10 M | $176.19 M | 0.79% | 0.56% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 1.10 M | $176.12 M | 40.04% | 0.56% |
| HARFST & ASSOCIATES, INC. | 02/10/2026 | 1.07 M | $171.37 M | 3.51% | 0.54% |
| SEI INVESTMENTS CO | 02/13/2026 | 987.58 K | $158.60 M | 5.90% | 0.50% |
| UBS GROUP AG | 01/29/2026 | 841.86 K | $135.19 M | 37.09% | 0.43% |
| PRUDENTIAL FINANCIAL INC | 02/13/2026 | 819.08 K | $131.54 M | 22.19% | 0.42% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/18/2026 | 792.15 K | $127.21 M | -11.69% | 0.40% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 736.48 K | $118.27 M | -1.92% | 0.37% |
| NUVEEN, LLC | 02/12/2026 | 724.59 K | $116.36 M | -2.30% | 0.37% |
| BARCLAYS PLC | 02/13/2026 | 724.25 K | $116.31 M | 21.18% | 0.37% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 677.58 K | $108.81 M | 11.68% | 0.34% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 572.80 K | $91.99 M | -0.55% | 0.29% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 571.91 K | $91.84 M | -1.64% | 0.29% |
| DEUTSCHE BANK AG\ | 02/11/2026 | 570.46 K | $91.61 M | -4.48% | 0.29% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 547.61 K | $87.94 M | 83.03% | 0.28% |
| CONGRESS ASSET MANAGEMENT CO /MA | 01/09/2026 | 514.31 K | $82.59 M | -19.52% | 0.26% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 511.54 K | $82.15 M | -17.35% | 0.26% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 491.92 K | $79.00 M | 31.47% | 0.25% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/23/2026 | 449.10 K | $72.12 M | -4.60% | 0.23% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 437.68 K | $70.29 M | 7.22% | 0.22% |
| CITIGROUP INC | 02/13/2026 | 436.80 K | $70.15 M | 16.30% | 0.22% |
| 01/29/2026 | 404.52 K | $65.76 M | -0.06% | 0.21% | |
| 02/02/2026 | 397.66 K | $64.64 M | 100.00% | 0.20% | |
| FISHER ASSET MANAGEMENT, LLC | 02/09/2026 | 392.66 K | $63.06 M | 6.92% | 0.20% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 02/17/2026 | 391.97 K | $62.95 M | -6.91% | 0.20% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 02/03/2026 | 387.47 K | $63.39 M | 4.14% | 0.20% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 02/13/2026 | 383.87 K | $61.65 M | -17.79% | 0.19% |
Raymond James Financial, Inc. institutional Ownership - FAQ's
During the previous two years, 1254 institutional investors and hedge funds held shares of Raymond James Financial, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 21.75 M
BlackRock, Inc.: 14.16 M
PRIMECAP MANAGEMENT CO/CA/: 9.34 M
WELLINGTON MANAGEMENT GROUP LLP: 8.69 M
STATE STREET CORP: 7.91 M
FMR LLC: 5.71 M
77.03% of Raymond James Financial, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 194.09 M shares in the last 24 months. This purchase volume represents approximately $30.93 B in transactions.