Raymond James Financial Inc.
Ownership
Ownership Structure
Who owns Raymond James Financial Inc. (RJF)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 89.4% of the shares are freely tradable; institutional investors hold 81.4%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 7.34 | 14,119,123 | -0.3 | 03/31/2026 |
| Vanguard Capital Management, LLC | 5.90 | 11,358,693 | +0.0 | 03/31/2026 |
| Wellington Management Company LLP | 4.91 | 9,446,121 | -2.6 | 06/30/2026 |
| PRIMECAP Management Company | 4.80 | 9,242,552 | -1.1 | 06/30/2026 |
| Vanguard Portfolio Management, LLC | 4.71 | 9,062,289 | +0.0 | 03/31/2026 |
| State Street Corp | 4.08 | 7,854,530 | -0.7 | 03/31/2026 |
| FMR Inc | 3.04 | 5,846,443 | +2.5 | 03/31/2026 |
| Geode Capital Management, LLC | 2.41 | 4,637,162 | +1.9 | 03/31/2026 |
| JPMorgan Chase & Co | 2.32 | 4,468,661 | -15.9 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 2.81 | 5,402,101 | -1.6 | 07/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Curtis Scott A | Chief Operating Officer | 191,418 | 31,335,127 $ | Aug 18, 2026 | direct |
| Allaire Bella Loykhter | Chief Admin Officer | 46,086 | 7,544,278 $ | Aug 28, 2026 | direct |
| Elwyn Tashtego S | President, PCG | 45,114 | 7,385,162 $ | Jul 28, 2026 | direct |
| Raney Steven M | Executive Chair RJBank | 43,046 | 7,046,630 $ | Jul 27, 2026 | direct |
| Helal Tarek | Chief Strategy Officer | 25,140 | 4,115,418 $ | Aug 20, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 28, 2026 | Allaire Bella Loykhter | Chief Admin Officer | Sell | 7,500 | 177.60 | 1,331,981 |
| Aug 20, 2026 | Helal Tarek | Chief Strategy Officer | Other | 23,397 | 0.00 | – |
| Aug 18, 2026 | Curtis Scott A | Chief Operating Officer | Other | 1,000 | 0.00 | – |
| Jul 28, 2026 | Elwyn Tashtego S | President, PCG | Sell | 10,000 | 176.06 | 1,760,552 |
| Jul 27, 2026 | Raney Steven M | Executive Chair RJBank | Sell | 5,770 | 172.97 | 998,033 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 17, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.