Raymond James Financial, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 14.12 M | $2.04 B | -0.31% | 7.16% |
| 05/15/2026 | 11.36 M | $1.64 B | 100.00% | 5.76% | |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 9.70 M | $1.40 B | 11.58% | 4.92% |
| PRIMECAP MANAGEMENT CO/CA/ | 05/11/2026 | 9.35 M | $1.35 B | 0.05% | 4.74% |
| 05/08/2026 | 9.06 M | $1.31 B | 100.00% | 4.60% | |
| STATE STREET CORP | 05/15/2026 | 7.85 M | $1.14 B | -0.70% | 3.99% |
| FMR LLC | 05/15/2026 | 5.85 M | $846.51 M | 2.45% | 2.97% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 4.64 M | $668.73 M | 1.89% | 2.35% |
| JPMORGAN CHASE & CO | 05/13/2026 | 4.47 M | $629.59 M | -15.92% | 2.27% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 3.43 M | $496.28 M | -0.87% | 1.74% |
| HARRIS ASSOCIATES L P | 05/15/2026 | 3.43 M | $495.95 M | 100.00% | 1.74% |
| VICTORY CAPITAL MANAGEMENT INC | 05/15/2026 | 2.49 M | $360.48 M | -10.63% | 1.26% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 2.46 M | $356.11 M | -19.94% | 1.25% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 2.45 M | $354.70 M | 9.88% | 1.24% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 2.40 M | $347.39 M | 1.76% | 1.22% |
| EARNEST PARTNERS LLC | 05/15/2026 | 2.22 M | $321.81 M | -4.09% | 1.13% |
| INVESCO LTD. | 05/12/2026 | 2.15 M | $311.28 M | -8.07% | 1.09% |
| MORGAN STANLEY | 05/15/2026 | 2.15 M | $311.28 M | -17.98% | 1.09% |
| NORTHERN TRUST CORP | 05/14/2026 | 1.93 M | $279.23 M | -0.99% | 0.98% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/14/2026 | 1.88 M | $273.44 M | -2.76% | 0.95% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 1.53 M | $220.96 M | -17.45% | 0.77% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 1.49 M | $215.90 M | 120.07% | 0.76% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 1.42 M | $205.56 M | 0.93% | 0.72% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 1.24 M | $179.65 M | 3.25% | 0.63% |
| BARCLAYS PLC | 05/15/2026 | 1.22 M | $176.48 M | 68.29% | 0.62% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 1.20 M | $173.16 M | 0.38% | 0.61% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 1.13 M | $163.61 M | 2.99% | 0.57% |
| HSBC HOLDINGS PLC | 04/30/2026 | 1.09 M | $157.57 M | -4.04% | 0.55% |
| HARFST & ASSOCIATES, INC. | 05/13/2026 | 1.06 M | $153.65 M | -0.55% | 0.54% |
| CITIGROUP INC | 05/11/2026 | 974.92 K | $141.16 M | 123.20% | 0.49% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 967.75 K | $140.12 M | 100.00% | 0.49% |
| SEI INVESTMENTS CO | 05/13/2026 | 920.68 K | $133.30 M | -6.77% | 0.47% |
| UBS GROUP AG | 05/05/2026 | 874.55 K | $126.63 M | 3.88% | 0.44% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 793.86 K | $113.95 M | -27.62% | 0.40% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 731.82 K | $105.96 M | -7.62% | 0.37% |
| NUVEEN, LLC | 04/30/2026 | 724.44 K | $104.89 M | -0.02% | 0.37% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 702.09 K | $101.66 M | -4.67% | 0.36% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 583.83 K | $84.53 M | 2.34% | 0.30% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 548.14 K | $79.37 M | -4.30% | 0.28% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 532.32 K | $77.07 M | 21.62% | 0.27% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 509.08 K | $73.71 M | -0.48% | 0.26% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 494.27 K | $71.57 M | -13.58% | 0.25% |
| 04/30/2026 | 478.39 K | $69.27 M | 18.26% | 0.24% | |
| CONGRESS ASSET MANAGEMENT CO /MA | 04/14/2026 | 471.39 K | $68.25 M | -8.35% | 0.24% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 438.48 K | $63.49 M | 22.24% | 0.22% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 04/30/2026 | 430.59 K | $62.34 M | -4.12% | 0.22% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 414.21 K | $59.97 M | 70.38% | 0.21% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 05/12/2026 | 410.60 K | $59.45 M | 5.97% | 0.21% |
| AMUNDI | 05/18/2026 | 401.30 K | $58.10 M | 14.26% | 0.20% |
| 04/28/2026 | 397.66 K | $57.58 M | 0.00% | 0.20% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Raymond James Financial, Inc. institutional Ownership - FAQ's
During the previous two years, 1260 institutional investors and hedge funds held shares of Raymond James Financial, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 14.12 M
WELLINGTON MANAGEMENT GROUP LLP: 9.7 M
PRIMECAP MANAGEMENT CO/CA/: 9.35 M
STATE STREET CORP: 7.85 M
FMR LLC: 5.85 M
GEODE CAPITAL MANAGEMENT, LLC: 4.64 M
77.00% of Raymond James Financial, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 196.07 M shares in the last 24 months. This purchase volume represents approximately $29.64 B in transactions.