| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| PRIMECAP MANAGEMENT CO/CA/ | 4.7% | $1,315,230,182 | 9,718,689 | PRIMECAP MANAGEMENT CO/CA/ | 31 Mar 2025 | |||
| WELLINGTON MANAGEMENT GROUP LLP | 4.7% | $1,515,670,200 | 9,568,625 | Wellington Management Group LLP | 30 Jun 2025 |
As of 31 Dec 2025, 906 institutional investors reported holding 151,768,332 shares of RAYMOND JAMES FINANCIAL INC - Common Stock (RJF). This represents 75% of the company’s total 203,587,766 outstanding shares.
The largest institutional shareholders of RAYMOND JAMES FINANCIAL INC - Common Stock (RJF) together control 55% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11% | 21,749,721 | -0.61% | 0.05% | $3,492,787,697 |
| BlackRock, Inc. | 7% | 14,163,156 | -2.7% | 0.04% | $2,274,461,199 |
| PRIMECAP MANAGEMENT CO/CA/ | 4.6% | 9,342,072 | -3.2% | 1.1% | $1,500,243,343 |
| WELLINGTON MANAGEMENT GROUP LLP | 4.3% | 8,693,741 | -3.6% | 0.24% | $1,396,127,867 |
| STATE STREET CORP | 3.9% | 7,909,802 | -1.5% | 0.04% | $1,270,235,103 |
| FMR LLC | 2.8% | 5,706,383 | -1.4% | 0.05% | $916,388,035 |
| JPMORGAN CHASE & CO | 2.6% | 5,314,641 | -9.1% | 0.06% | $853,478,383 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.2% | 4,551,369 | -0.23% | 0.04% | $727,913,155 |
| T. Rowe Price Investment Management, Inc. | 1.7% | 3,457,716 | -5.1% | 0.35% | $555,275,000 |
| FIRST TRUST ADVISORS LP | 1.5% | 3,071,996 | +18% | 0.36% | $493,331,848 |
| VICTORY CAPITAL MANAGEMENT INC | 1.4% | 2,785,857 | +0.79% | 0.25% | $447,380,892 |
| MORGAN STANLEY | 1.3% | 2,621,221 | -1.8% | 0.03% | $420,942,509 |
| DIMENSIONAL FUND ADVISORS LP | 1.2% | 2,358,225 | +0.04% | 0.08% | $378,738,596 |
| Invesco Ltd. | 1.1% | 2,338,521 | +12% | 0.06% | $375,543,086 |
| EARNEST PARTNERS LLC | 1.1% | 2,317,387 | -6.2% | 1.6% | $372,149,178 |
| BANK OF AMERICA CORP /DE/ | 1.1% | 2,229,533 | +12% | 0.03% | $358,040,729 |
| NORGES BANK | 0.99% | 2,019,197 | 0.03% | $324,262,846 | |
| NORTHERN TRUST CORP | 0.96% | 1,947,855 | -5.3% | 0.04% | $312,806,033 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.95% | 1,931,920 | -3.8% | 0.1% | $310,247,032 |
| GOLDMAN SACHS GROUP INC | 0.91% | 1,848,467 | -3.3% | 0.04% | $296,845,392 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.69% | 1,406,645 | -3.1% | 0.05% | $225,893,120 |
| Bank of New York Mellon Corp | 0.59% | 1,201,739 | +22% | 0.03% | $192,987,275 |
| Legal & General Group Plc | 0.59% | 1,191,415 | -4.8% | 0.04% | $191,329,338 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.54% | 1,097,112 | +0.79% | 0.03% | $176,185,216 |
| AQR CAPITAL MANAGEMENT LLC | 0.54% | 1,096,731 | +40% | 0.09% | $176,124,066 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 151,768,332 | $24,371,507,294 | +$218,014,639 | $160.59 | 906 |
| 2025 Q3 | 150,767,712 | $26,018,506,416 | -$719,488,889 | $172.60 | 880 |
| 2025 Q2 | 155,252,821 | $23,806,145,616 | +$216,661,340 | $153.37 | 844 |
| 2025 Q1 | 154,358,778 | $21,429,763,947 | +$27,407,066 | $138.91 | 846 |
| 2024 Q4 | 153,468,962 | $23,839,512,545 | -$440,860,894 | $155.33 | 830 |
| 2024 Q3 | 155,837,411 | $19,081,783,642 | +$267,305,255 | $122.46 | 752 |
| 2024 Q2 | 153,355,515 | $18,935,065,422 | -$221,843,385 | $123.61 | 743 |
| 2024 Q1 | 154,907,441 | $19,871,563,367 | +$20,232,539 | $128.42 | 718 |
| 2023 Q4 | 155,838,754 | $17,361,452,225 | -$50,154,107 | $111.50 | 713 |
| 2023 Q3 | 156,102,954 | $15,680,244,610 | -$264,238,829 | $100.43 | 653 |
| 2023 Q2 | 158,696,582 | $16,444,168,762 | -$62,744,905 | $103.77 | 635 |
| 2023 Q1 | 159,278,310 | $14,839,039,293 | -$376,787,756 | $93.27 | 655 |
| 2022 Q4 | 163,397,490 | $17,464,394,647 | +$64,501,072 | $106.85 | 695 |
| 2022 Q3 | 163,008,051 | $16,118,237,091 | +$32,165,619 | $98.82 | 655 |
| 2022 Q2 | 160,484,423 | $14,342,925,006 | +$360,384,971 | $89.41 | 642 |
| 2022 Q1 | 156,482,280 | $17,169,027,522 | +$517,796,950 | $109.91 | 654 |
| 2021 Q4 | 153,336,236 | $15,368,302,240 | +$283,143,968 | $100.40 | 627 |
| 2021 Q3 | 149,992,887 | $13,812,807,699 | +$4,517,304,925 | $92.28 | 564 |
| 2021 Q2 | 100,807,547 | $13,064,687,075 | +$96,963,935 | $129.90 | 552 |
| 2021 Q1 | 99,985,445 | $12,227,938,919 | +$261,691,557 | $122.56 | 531 |
| 2020 Q4 | 97,877,099 | $9,359,760,651 | -$90,459,367 | $95.67 | 520 |
| 2020 Q3 | 98,966,671 | $7,199,754,514 | -$226,352,046 | $72.76 | 462 |
| 2020 Q2 | 101,964,735 | $7,017,192,888 | -$28,201,816 | $68.83 | 470 |
| 2020 Q1 | 102,534,414 | $6,480,763,039 | +$73,502,617 | $63.20 | 444 |
| 2019 Q4 | 100,620,559 | $9,004,014,683 | +$190,991,723 | $89.46 | 471 |
| 2019 Q3 | 98,859,132 | $8,154,844,387 | -$32,503,691 | $82.46 | 462 |
| 2019 Q2 | 98,961,328 | $8,362,936,422 | +$25,025,610 | $84.55 | 484 |
| 2019 Q1 | 99,581,767 | $8,010,465,641 | -$84,849,387 | $80.41 | 484 |
| 2018 Q4 | 100,822,801 | $7,502,847,529 | -$439,617,105 | $74.41 | 448 |
| 2018 Q3 | 105,034,740 | $9,667,849,972 | -$4,270,377 | $92.05 | 481 |
| 2018 Q2 | 105,092,876 | $9,391,100,498 | +$92,131,020 | $89.35 | 513 |
| 2018 Q1 | 104,162,653 | $9,312,554,023 | +$107,542,668 | $89.41 | 503 |
| 2017 Q4 | 103,473,733 | $9,240,186,593 | +$131,566,546 | $89.30 | 504 |
| 2017 Q3 | 101,727,946 | $8,579,930,335 | -$10,078,508 | $84.33 | 449 |
| 2017 Q2 | 101,872,327 | $8,172,354,369 | -$67,797,791 | $80.22 | 429 |
| 2017 Q1 | 101,953,088 | $7,774,491,456 | +$1,062,451,809 | $76.26 | 409 |
| 2016 Q4 | 98,789,222 | $6,844,901,274 | +$24,202,866 | $69.27 | 391 |
| 2016 Q3 | 98,316,751 | $5,720,232,716 | -$97,890,875 | $58.21 | 330 |
| 2016 Q2 | 100,621,801 | $4,963,015,454 | -$23,700,856 | $49.30 | 339 |
| 2016 Q1 | 101,148,296 | $4,816,415,890 | -$156,858,607 | $47.61 | 323 |
| 2015 Q4 | 103,892,589 | $6,022,405,013 | +$112,456,368 | $57.97 | 354 |
| 2015 Q3 | 102,252,805 | $5,074,822,643 | +$16,922,503 | $49.63 | 348 |
| 2015 Q2 | 102,537,814 | $6,108,905,789 | +$27,958,597 | $59.58 | 345 |
| 2015 Q1 | 100,935,455 | $5,727,336,487 | +$124,793,834 | $56.78 | 336 |
| 2014 Q4 | 98,854,033 | $5,662,121,538 | +$135,684,531 | $57.29 | 348 |
| 2014 Q3 | 96,671,735 | $5,179,710,950 | +$75,488,646 | $53.58 | 337 |
| 2014 Q2 | 95,449,548 | $4,842,075,810 | -$41,819,450 | $50.73 | 324 |
| 2014 Q1 | 96,837,304 | $5,413,349,205 | +$168,979,909 | $55.93 | 322 |