Raymond James Financial, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 21.93 M | $2.69 B | -0.02% | 10.59% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 13.63 M | $1.67 B | 100.00% | 6.58% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 12.11 M | $1.48 B | 31.45% | 5.85% |
| PRIMECAP MANAGEMENT CO/CA/ | 11/08/2024 | 11.98 M | $1.47 B | -0.90% | 5.78% |
| STATE STREET CORP | 11/14/2024 | 7.97 M | $976.59 M | 0.69% | 3.85% |
| FMR LLC | 11/13/2024 | 6.38 M | $781.88 M | -2.18% | 3.08% |
| JPMORGAN CHASE & CO | 12/26/2024 | 4.54 M | $556.53 M | 12.04% | 2.19% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 4.35 M | $531.01 M | 0.30% | 2.10% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2024 | 4.13 M | $505.85 M | 6.43% | 1.99% |
| AGF MANAGEMENT LTD | 11/12/2024 | 2.61 M | $319.76 M | 1.19% | 1.26% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 2.58 M | $316.46 M | 13.14% | 1.25% |
| EARNEST PARTNERS LLC | 11/14/2024 | 2.51 M | $307.31 M | 0.16% | 1.21% |
| INVESCO LTD. | 11/12/2024 | 2.24 M | $274.60 M | 9.30% | 1.08% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11/12/2024 | 2.16 M | $264.08 M | -2.69% | 1.04% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 2.06 M | $252.85 M | 1.98% | 1.00% |
| MORGAN STANLEY | 11/14/2024 | 1.84 M | $225.55 M | 5.97% | 0.89% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 1.65 M | $202.02 M | 13.22% | 0.80% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 1.53 M | $187.88 M | 0.17% | 0.74% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 1.52 M | $186.20 M | 2.02% | 0.73% |
| MERCER GLOBAL ADVISORS INC /ADV | 11/14/2024 | 1.32 M | $162.07 M | -1.67% | 0.64% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 1.30 M | $159.75 M | -1.19% | 0.63% |
| HARFST & ASSOCIATES, INC. | 10/18/2024 | 1.13 M | $138.06 M | 0.00% | 0.54% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 1.12 M | $137.16 M | 5.02% | 0.54% |
| STERLING CAPITAL MANAGEMENT LLC | 11/12/2024 | 1.08 M | $132.51 M | 100.00% | 0.52% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 1.06 M | $130.34 M | 0.67% | 0.51% |
| CONGRESS ASSET MANAGEMENT CO /MA | 10/28/2024 | 975,601 | $119.47 M | 8.71% | 0.47% |
| SEI INVESTMENTS CO | 11/12/2024 | 893,779 | $109.45 M | -0.97% | 0.43% |
| BARCLAYS PLC | 11/19/2024 | 847,108 | $103.74 M | 33.53% | 0.41% |
| UBS GROUP AG | 11/14/2024 | 807,651 | $98.90 M | 4.58% | 0.39% |
| AMUNDI | 11/13/2024 | 777,184 | $97.07 M | 17.13% | 0.38% |
| CEREDEX VALUE ADVISORS LLC | 10/29/2024 | 722,393 | $88.46 M | 191.35% | 0.35% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 715,215 | $87.59 M | -0.62% | 0.35% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 626,866 | $76.77 M | 7.48% | 0.30% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 568,070 | $73.94 M | 1.65% | 0.27% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 545,718 | $66.83 M | 3,390.58% | 0.26% |
| PREMIER FUND MANAGERS LTD | 11/08/2024 | 526,000 | $64.42 M | 0.00% | 0.25% |
| APG ASSET MANAGEMENT N.V. | 11/14/2024 | 524,287 | $57.53 B | -72.03% | 0.25% |
| BAIRD FINANCIAL GROUP, INC. | 11/14/2024 | 512,721 | $62.79 M | 18.40% | 0.25% |
| PALISADE CAPITAL MANAGEMENT, LP | 11/14/2024 | 496,560 | $60.81 M | -5.69% | 0.24% |
| MEAG MUNICH ERGO, KAPITALANLAGEGESELLSCHAFT MBH | 10/11/2024 | 493,729 | $60.46 M | 34.42% | 0.24% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 489,432 | $59.94 M | -5.54% | 0.24% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 11/05/2024 | 473,140 | $57.94 M | 1.51% | 0.23% |
| TRUIST FINANCIAL CORP | 11/13/2024 | 457,285 | $56.00 M | -65.93% | 0.22% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2024 | 448,476 | $54.92 M | 1.83% | 0.22% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 423,856 | $51.91 M | 5,630.88% | 0.20% |
| TD ASSET MANAGEMENT INC | 11/01/2024 | 413,150 | $50.59 M | 7.50% | 0.20% |
| KBC GROUP NV | 11/06/2024 | 412,951 | $50.57 M | 28.20% | 0.20% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 11/14/2024 | 409,346 | $50.13 M | -2.41% | 0.20% |
| MARSHALL WACE, LLP | 11/14/2024 | 373,612 | $45.75 M | -61.94% | 0.18% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 363,899 | $44.56 M | 0.16% | 0.18% |
Raymond James Financial, Inc.institutional Ownership - FAQ's
During the previous two years, 952 institutional investors and hedge funds held shares of Raymond James Financial, Inc.. The most heavily invested institutionals were:
Mendota Financial Group, LLC: 0
ARTHUR M. COHEN & ASSOCIATES, LLC: 0
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 0
Rosenberg Matthew Hamilton: 0
MCF Advisors LLC: 0
VANGUARD GROUP INC: 21.93 M
74.19% of Raymond James Financial, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 189.62 M shares in the last 24 months. This purchase volume represents approximately $31.70 B in transactions.