Raymond James Financial, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 14.34 M | $2.18 B | 1.59% | 7.39% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 11.24 M | $1.71 B | -1.07% | 5.79% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 9.45 M | $1.44 B | -2.62% | 4.87% |
| PRIMECAP MANAGEMENT CO/CA/ | 08/14/2026 | 9.24 M | $1.41 B | -1.12% | 4.76% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 8.90 M | $1.35 B | -1.79% | 4.59% |
| STATE STREET CORP | 08/07/2026 | 7.89 M | $1.20 B | 0.45% | 4.07% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 4.65 M | $703.73 M | 0.23% | 2.40% |
| FMR LLC | 08/13/2026 | 4.40 M | $669.66 M | -24.66% | 2.27% |
| HARRIS ASSOCIATES L P | 08/14/2026 | 3.69 M | $561.57 M | 7.84% | 1.90% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 08/14/2026 | 2.81 M | $426.56 M | -18.14% | 1.45% |
| JPMORGAN CHASE & CO | 08/12/2026 | 2.71 M | $404.26 M | -39.32% | 1.40% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 2.45 M | $372.37 M | 2.08% | 1.26% |
| NORGES BANK | 08/12/2026 | 2.43 M | $369.82 M | 100.00% | 1.25% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 2.37 M | $360.59 M | -3.18% | 1.22% |
| VICTORY CAPITAL MANAGEMENT INC | 08/07/2026 | 2.33 M | $354.03 M | -6.47% | 1.20% |
| MORGAN STANLEY | 08/13/2026 | 2.22 M | $337.85 M | 3.37% | 1.15% |
| EARNEST PARTNERS LLC | 08/13/2026 | 2.20 M | $334.97 M | -0.87% | 1.14% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 2.12 M | $322.53 M | 39.01% | 1.09% |
| INVESCO LTD. | 08/14/2026 | 2.05 M | $311.58 M | -4.67% | 1.06% |
| NORTHERN TRUST CORP | 08/13/2026 | 1.93 M | $293.34 M | 0.05% | 0.99% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/03/2026 | 1.90 M | $290.05 M | 0.94% | 0.98% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 1.89 M | $286.94 M | -23.26% | 0.97% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 1.50 M | $228.47 M | 5.85% | 0.77% |
| CITIGROUP INC | 08/03/2026 | 1.31 M | $199.42 M | 34.55% | 0.68% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 1.20 M | $182.25 M | -3.38% | 0.62% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 1.20 M | $181.81 M | 0.00% | 0.62% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 1.14 M | $173.00 M | 0.70% | 0.59% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 1.14 M | $173.00 M | 100.00% | 0.59% |
| HARFST & ASSOCIATES, INC. | 07/31/2026 | 1.06 M | $161.31 M | -0.01% | 0.55% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 957.99 K | $145.64 M | -1.01% | 0.49% |
| SEI INVESTMENTS CO | 08/14/2026 | 900.29 K | $136.87 M | -2.21% | 0.46% |
| HSBC HOLDINGS PLC | 08/14/2026 | 897.15 K | $136.37 M | -17.60% | 0.46% |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 08/13/2026 | 826.00 K | $125.58 M | 100.00% | 0.43% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 811.47 K | $123.37 M | -45.58% | 0.42% |
| BARCLAYS PLC | 08/14/2026 | 797.51 K | $121.24 M | -34.57% | 0.41% |
| UBS GROUP AG | 08/13/2026 | 783.63 K | $119.14 M | -10.40% | 0.40% |
| NUVEEN, LLC | 08/11/2026 | 732.96 K | $111.43 M | 1.18% | 0.38% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/19/2026 | 720.08 K | $109.47 M | -1.60% | 0.37% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 719.59 K | $109.40 M | -9.36% | 0.37% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 709.75 K | $107.90 M | 1.09% | 0.37% |
| MARSHALL WACE, LLP | 08/13/2026 | 665.45 K | $101.17 M | 100.00% | 0.34% |
| CANADA PENSION PLAN INVESTMENT BOARD | 08/14/2026 | 587.78 K | $89.36 M | 75.69% | 0.30% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 577.03 K | $87.73 M | -1.17% | 0.30% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 554.06 K | $84.23 M | 33.76% | 0.29% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 552.88 K | $84.05 M | 3.86% | 0.29% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 540.13 K | $82.12 M | -1.46% | 0.28% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 08/13/2026 | 536.74 K | $81.60 M | 154.48% | 0.28% |
| MUNICH REINSURANCE CO STOCK CORP IN MUNICH | 07/24/2026 | 491.09 K | $74.66 M | 2.65% | 0.25% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 490.47 K | $74.57 M | -0.77% | 0.25% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 490.46 K | $74.57 M | 971.09% | 0.25% |
Raymond James Financial, Inc. institutional Ownership - FAQ's
During the previous two years, 1309 institutional investors and hedge funds held shares of Raymond James Financial, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 14.34 M
VANGUARD CAPITAL MANAGEMENT LLC: 11.24 M
WELLINGTON MANAGEMENT GROUP LLP: 9.45 M
PRIMECAP MANAGEMENT CO/CA/: 9.24 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 8.9 M
STATE STREET CORP: 7.89 M
78.83% of Raymond James Financial, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 217.15 M shares in the last 24 months. This purchase volume represents approximately $32.82 B in transactions.