Raymond James Financial, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
VANGUARD GROUP INC | 05/09/2025 | 22.24 M | $3.09 B | 1.59% | 10.89% |
BLACKROCK, INC. | 05/02/2025 | 14.92 M | $2.07 B | 4.03% | 7.30% |
WELLINGTON MANAGEMENT GROUP LLP | 05/13/2025 | 9.94 M | $1.38 B | -3.80% | 4.86% |
PRIMECAP MANAGEMENT CO/CA/ | 05/09/2025 | 9.72 M | $1.35 B | -15.26% | 4.76% |
STATE STREET CORP | 05/15/2025 | 8.34 M | $1.16 B | 1.92% | 4.08% |
FMR LLC | 05/12/2025 | 5.86 M | $813.73 M | -10.18% | 2.87% |
GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 4.69 M | $649.37 M | 6.78% | 2.30% |
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 05/14/2025 | 4.14 M | $574.59 M | 0.71% | 2.02% |
JPMORGAN CHASE & CO | 05/12/2025 | 3.97 M | $550.86 M | -10.27% | 1.94% |
INVESCO LTD. | 05/12/2025 | 2.90 M | $403.04 M | 19.14% | 1.42% |
BANK OF AMERICA CORP /DE/ | 05/15/2025 | 2.66 M | $370.05 M | 9.12% | 1.30% |
EARNEST PARTNERS LLC | 05/14/2025 | 2.50 M | $346.81 M | -1.46% | 1.22% |
MORGAN STANLEY | 05/15/2025 | 2.38 M | $330.13 M | -15.86% | 1.16% |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/02/2025 | 2.34 M | $324.39 M | 8.26% | 1.14% |
NORTHERN TRUST CORP | 05/13/2025 | 2.25 M | $312.26 M | 6.68% | 1.10% |
DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 2.09 M | $290.55 M | 1.20% | 1.02% |
VICTORY CAPITAL MANAGEMENT INC | 05/02/2025 | 1.88 M | $261.59 M | 1,501.98% | 0.92% |
FIRST TRUST ADVISORS LP | 05/14/2025 | 1.78 M | $246.74 M | 1,153.97% | 0.87% |
GOLDMAN SACHS GROUP INC | 06/27/2025 | 1.71 M | $237.30 M | 44.38% | 0.84% |
AGF MANAGEMENT LTD | 05/12/2025 | 1.62 M | $225.25 M | -31.85% | 0.79% |
UBS ASSET MANAGEMENT AMERICAS INC | 05/19/2025 | 1.51 M | $210.18 M | -0.44% | 0.74% |
LEGAL & GENERAL GROUP PLC | 05/15/2025 | 1.37 M | $190.81 M | 8.96% | 0.67% |
BANK OF NEW YORK MELLON CORP | 04/29/2025 | 1.24 M | $171.76 M | -1.01% | 0.61% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 1.11 M | $154.32 M | 3.04% | 0.54% |
MERCER GLOBAL ADVISORS INC /ADV | 05/15/2025 | 1.05 M | $145.78 M | -11.31% | 0.51% |
HARFST & ASSOCIATES, INC. | 05/13/2025 | 1.04 M | $144.60 M | -7.57% | 0.51% |
QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2025 | 935.03 K | $129.88 M | 1,213.30% | 0.46% |
HSBC HOLDINGS PLC | 05/14/2025 | 920.71 K | $127.67 M | 58.12% | 0.45% |
SEI INVESTMENTS CO | 05/14/2025 | 913.94 K | $126.95 M | 0.38% | 0.45% |
UBS GROUP AG | 05/13/2025 | 877.23 K | $121.86 M | 44.87% | 0.43% |
CONGRESS ASSET MANAGEMENT CO /MA | 04/11/2025 | 853.00 K | $118.49 M | -7.06% | 0.42% |
05/12/2025 | 801.73 K | $111.37 M | 100.00% | 0.39% | |
RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 753.25 K | $104.63 M | 10.69% | 0.37% |
AMUNDI | 05/15/2025 | 749.41 K | $97.64 M | -3.38% | 0.37% |
BARCLAYS PLC | 05/15/2025 | 740.51 K | $102.87 M | 32.61% | 0.36% |
AMERIPRISE FINANCIAL INC | 05/14/2025 | 686.65 K | $95.38 M | 165.88% | 0.34% |
DEUTSCHE BANK AG\ | 05/09/2025 | 658.23 K | $91.44 M | 3.65% | 0.32% |
FRANKLIN RESOURCES INC | 05/13/2025 | 617.58 K | $85.79 M | 8.01% | 0.30% |
PRINCIPAL FINANCIAL GROUP INC | 04/28/2025 | 616.52 K | $85.64 M | -1.19% | 0.30% |
ENVESTNET ASSET MANAGEMENT INC | 04/29/2025 | 613.79 K | $85.26 M | -42.43% | 0.30% |
BNP PARIBAS ARBITRAGE, SNC | 05/14/2025 | 578.71 K | $80.39 M | 17.12% | 0.28% |
PNC FINANCIAL SERVICES GROUP, INC. | 05/09/2025 | 575.92 K | $80.00 M | 1.49% | 0.28% |
PREMIER FUND MANAGERS LTD | 05/08/2025 | 526.21 K | $73.13 M | 0.04% | 0.26% |
FISHER ASSET MANAGEMENT, LLC | 05/14/2025 | 499.93 K | $69.45 M | 0.20% | 0.24% |
SUMITOMO MITSUI TRUST HOLDINGS, INC. | 04/25/2025 | 468.34 K | $65.06 M | 0.79% | 0.23% |
TD ASSET MANAGEMENT INC | 05/07/2025 | 413.23 K | $57.40 M | 1.54% | 0.20% |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 05/15/2025 | 409.40 K | $56.87 M | -0.65% | 0.20% |
MEAG MUNICH ERGO, KAPITALANLAGEGESELLSCHAFT MBH | 04/17/2025 | 399.74 K | $55.53 M | 6.86% | 0.20% |
AQR CAPITAL MANAGEMENT LLC | 05/15/2025 | 390.21 K | $53.23 M | 27.47% | 0.19% |
WELLS FARGO & COMPANY/MN | 05/13/2025 | 387.59 K | $53.84 M | -7.73% | 0.19% |
Raymond James Financial, Inc. institutional Ownership - FAQ's
During the previous two years, 1077 institutional investors and hedge funds held shares of Raymond James Financial, Inc.. The most heavily invested institutionals were:
FIRST HAWAIIAN BANK: 0
VANGUARD GROUP INC: 22.24 M
BlackRock, Inc.: 14.92 M
WELLINGTON MANAGEMENT GROUP LLP: 9.94 M
PRIMECAP MANAGEMENT CO/CA/: 9.72 M
STATE STREET CORP: 8.34 M
75.37% of Raymond James Financial, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 195.48 M shares in the last 24 months. This purchase volume represents approximately $31.10 B in transactions.