Raymond James Financial, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/07/2025 | 21.88 M | $3.78 B | -1.42% | 10.88% |
| BLACKROCK, INC. | 11/12/2025 | 14.55 M | $2.51 B | -2.87% | 7.23% |
| PRIMECAP MANAGEMENT CO/CA/ | 11/12/2025 | 9.65 M | $1.66 B | -3.67% | 4.79% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 9.02 M | $1.56 B | -5.75% | 4.48% |
| STATE STREET CORP | 11/14/2025 | 8.03 M | $1.39 B | -1.75% | 3.99% |
| JPMORGAN CHASE & CO | 11/26/2025 | 5.85 M | $1.01 B | 4.11% | 2.91% |
| FMR LLC | 11/13/2025 | 5.79 M | $998.60 M | -4.93% | 2.88% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 4.56 M | $783.97 M | -0.77% | 2.27% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2025 | 3.64 M | $628.82 M | -12.90% | 1.81% |
| VICTORY CAPITAL MANAGEMENT INC | 11/12/2025 | 2.76 M | $477.07 M | -2.65% | 1.37% |
| MORGAN STANLEY | 11/14/2025 | 2.67 M | $460.86 M | 18.74% | 1.33% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 2.60 M | $448.33 M | 4.50% | 1.29% |
| EARNEST PARTNERS LLC | 11/14/2025 | 2.47 M | $426.64 M | -0.36% | 1.23% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 2.36 M | $406.94 M | 10.67% | 1.17% |
| INVESCO LTD. | 11/13/2025 | 2.08 M | $359.65 M | -2.68% | 1.04% |
| NORTHERN TRUST CORP | 11/14/2025 | 2.06 M | $354.88 M | -2.19% | 1.02% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10/29/2025 | 2.01 M | $346.47 M | -16.59% | 1.00% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 2.00 M | $344.77 M | -12.72% | 0.99% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 1.91 M | $330.04 M | 4.85% | 0.95% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2025 | 1.45 M | $250.62 M | -20.91% | 0.72% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 1.41 M | $242.82 M | 1,846.16% | 0.70% |
| HSBC HOLDINGS PLC | 11/13/2025 | 1.30 M | $224.45 M | 33.88% | 0.65% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 1.25 M | $215.99 M | -0.34% | 0.62% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 1.09 M | $187.88 M | -1.65% | 0.54% |
| HARFST & ASSOCIATES, INC. | 10/23/2025 | 1.03 M | $177.94 M | -0.63% | 0.51% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 984.83 K | $169.98 M | -1.21% | 0.49% |
| SEI INVESTMENTS CO | 11/13/2025 | 932.60 K | $160.97 M | 2.76% | 0.46% |
| MERCER GLOBAL ADVISORS INC /ADV | 11/14/2025 | 897.02 K | $154.83 M | -14.47% | 0.45% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 783.14 K | $135.17 M | 44.87% | 0.39% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 750.93 K | $129.61 M | -1.91% | 0.37% |
| NUVEEN, LLC | 11/12/2025 | 741.65 K | $128.01 M | -4.02% | 0.37% |
| PRUDENTIAL FINANCIAL INC | 11/13/2025 | 670.34 K | $115.70 M | 33.46% | 0.33% |
| CONGRESS ASSET MANAGEMENT CO /MA | 10/10/2025 | 639.09 K | $110.31 M | -13.75% | 0.32% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 618.93 K | $106.83 M | -5.69% | 0.31% |
| UBS GROUP AG | 11/13/2025 | 614.08 K | $105.99 M | -4.27% | 0.31% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 606.73 K | $104.72 M | -7.54% | 0.30% |
| BARCLAYS PLC | 11/12/2025 | 597.68 K | $103.16 M | -17.02% | 0.30% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 597.23 K | $103.08 M | 1.81% | 0.30% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 581.42 K | $100.35 M | -0.57% | 0.29% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 575.95 K | $99.41 M | -4.66% | 0.29% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 10/27/2025 | 470.73 K | $81.25 M | -2.42% | 0.23% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 11/13/2025 | 466.93 K | $80.59 M | 295.22% | 0.23% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 437.82 K | $75.57 M | -23.06% | 0.22% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 11/14/2025 | 421.06 K | $72.67 M | 6.61% | 0.21% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 408.22 K | $70.46 M | -2.10% | 0.20% |
| 11/13/2025 | 404.76 K | $69.86 M | 100.00% | 0.20% | |
| STERLING CAPITAL MANAGEMENT LLC | 11/12/2025 | 381.25 K | $65.80 M | -7.07% | 0.19% |
| PALISADE CAPITAL MANAGEMENT, LP | 11/14/2025 | 378.06 K | $65.25 M | 0.67% | 0.19% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 377.15 K | $65.10 M | 22.75% | 0.19% |
| CITIGROUP INC | 11/10/2025 | 375.57 K | $64.82 M | 2.05% | 0.19% |
Raymond James Financial, Inc. institutional Ownership - FAQ's
During the previous two years, 1226 institutional investors and hedge funds held shares of Raymond James Financial, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 21.88 M
BlackRock, Inc.: 14.55 M
PRIMECAP MANAGEMENT CO/CA/: 9.65 M
WELLINGTON MANAGEMENT GROUP LLP: 9.02 M
STATE STREET CORP: 8.03 M
JPMORGAN CHASE & CO: 5.85 M
74.91% of Raymond James Financial, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 194.75 M shares in the last 24 months. This purchase volume represents approximately $32.48 B in transactions.