RAYMOND JAMES FINL INC RJF
COM · Common Stock · CUSIP 754730109 · ISIN US7547301090
American Investment Bank and Financial Services Firm
- SectorFinancials
- IndustrySecurity Brokers, Dealers & Flotation Companies
- HeadquartersSt Petersburg, FL
- Founded1962
- Websiteraymondjames.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($62.1m this quarter). Holder counts are more reliable. Shares outstanding: 192.4m as of 2026-08-03, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $151.91. Options: 17 managers hold calls ($87.6m notional), 14 hold puts ($33.3m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 665 |
| Q4 2022 | 700 |
| Q1 2023 | 664 |
| Q2 2023 | 645 |
| Q3 2023 | 660 |
| Q4 2023 | 721 |
| Q1 2024 | 730 |
| Q2 2024 | 752 |
| Q3 2024 | 769 |
| Q4 2024 | 841 |
| Q1 2025 | 859 |
| Q2 2025 | 858 |
| Q3 2025 | 894 |
| Q4 2025 | 936 |
| Q1 2026 | 924 |
| Q2 2026 | 902 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 346 | 317 |
| Q4 2024 | 366 | 350 |
| Q1 2025 | 431 | 357 |
| Q2 2025 | 411 | 378 |
| Q3 2025 | 390 | 375 |
| Q4 2025 | 406 | 397 |
| Q1 2026 | 387 | 469 |
| Q2 2026 | 397 | 427 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $150.9m | $152.6m | 1.01 |
| Q4 2025 | $99.5m | $50.0m | 0.50 |
| Q1 2026 | $64.7m | $24.2m | 0.37 |
| Q2 2026 | $87.6m | $33.3m | 0.38 |
Biggest buyers
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | New | +826.0k |
| MARSHALL WACE, LLP | New | +665.5k |
| GOLDMAN SACHS GROUP INC | Added | +595.4k |
| TWO SIGMA INVESTMENTS, LP | Added | +444.7k |
| CITIGROUP INC | Added | +336.8k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Added | +325.8k |
| NATIXIS | Added | +282.7k |
| HARRIS ASSOCIATES L P | Added | +268.5k |
| Jump Financial, LLC | Added | +266.7k |
| CANADA PENSION PLAN INVESTMENT BOARD | Added | +253.2k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -1.8m |
| FMR LLC | Reduced | -1.4m |
| FRANKLIN RESOURCES INC | Reduced | -679.7k |
| T. Rowe Price Investment Management, Inc. | Reduced | -621.8k |
| FIRST TRUST ADVISORS LP | Reduced | -572.1k |
| BARCLAYS PLC | Reduced | -421.4k |
| Prana Capital Management, LP | Reduced | -356.0k |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Reduced | -270.7k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -254.1k |
| HSBC HOLDINGS PLC | Reduced | -191.6k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $30.6m201.5k shares |
| CITADEL ADVISORS LLC | Added | $18.6m122.4k shares |
| JANE STREET GROUP, LLC | Added | $11.1m72.9k shares |
| IMC-Chicago, LLC | Added | $7.7m50.6k shares |
| GOLDMAN SACHS GROUP INC | Unchanged | $3.1m20.3k shares |
| HSBC HOLDINGS PLC | Added | $2.8m18.5k shares |
| Walleye Trading LLC | Added | $2.8m18.3k shares |
| SIMPLEX TRADING, LLC | Added | $2.7m18.0k shares |
| Walleye Capital LLC | Added | $2.7m17.8k shares |
| Twin Tree Management, LP | New | $1.7m11.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $13.5m88.7k shares |
| CITADEL ADVISORS LLC | Added | $5.4m35.5k shares |
| CITIGROUP INC | New | $3.8m25.0k shares |
| IMC-Chicago, LLC | Added | $3.4m22.3k shares |
| JANE STREET GROUP, LLC | Added | $2.0m13.0k shares |
| Walleye Trading LLC | Added | $1.3m8.5k shares |
| Walleye Capital LLC | Reduced | $1.1m7.4k shares |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | New | $912.2k6.0k shares |
| CenterStar Asset Management, LLC | Reduced | $714.5k4.7k shares |
| MILLENNIUM MANAGEMENT LLC | New | $532.1k3.5k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 6.6% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 8 | $14.9m | — |
| Q1 2025 | 0 | — | 1 | $699.9k | — |
| Q2 2025 | 0 | — | 2 | $1.5m | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 1 | $21.3m | — |
| Q1 2026 | 0 | — | 2 | $5.0m | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 3 | $4.1m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-28 | Allaire Bella Loykhter Chief Admin Officer | Sold | $1.3m7.5k shares |
| 2026-07-28 | Elwyn Tashtego S President, PCG | Sold | $1.8m10.0k shares |
| 2026-07-27 | Raney Steven M Executive Chair RJBank | Sold | $998.0k5.8k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.03% of their portfolio | 14.3m $2.2bn | Added +224.7k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 11.2m $1.7bn | Reduced -121.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.25% of their portfolio | 9.4m $1.4bn | Reduced -254.1k |
| PRIMECAP MANAGEMENT CO/CA/ 0.83% of their portfolio | 9.2m $1.4bn | Reduced -104.6k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.06% of their portfolio | 8.9m $1.4bn | Reduced -162.2k |
| STATE STREET CORP 0.04% of their portfolio | 7.9m $1.2bn | Added +35.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 4.6m $703.7m | Added +10.5k |
| FMR LLC 0.03% of their portfolio | 4.4m $669.7m | Reduced -1.4m |
| HARRIS ASSOCIATES L P 0.75% of their portfolio | 3.7m $561.6m | Added +268.5k |
| T. Rowe Price Investment Management, Inc. 0.28% of their portfolio | 2.8m $426.6m | Reduced -621.8k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 2.7m $404.3m | Reduced -1.8m |
| DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio | 2.4m $372.4m | Added +50.0k |
| NORGES BANK 0.04% of their portfolio | 2.4m $369.8m | Not comparable |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 2.4m $360.6m | Reduced -77.9k |
| VICTORY CAPITAL MANAGEMENT INC 0.20% of their portfolio | 2.3m $354.0m | Reduced -161.0k |
| MORGAN STANLEY 0.02% of their portfolio | 2.2m $337.9m | Added +72.4k |
| EARNEST PARTNERS LLC 1.21% of their portfolio | 2.2m $335.0m | Reduced -19.3k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 2.1m $322.5m | Added +595.4k |
| Invesco Ltd. 0.02% of their portfolio | 2.0m $311.6m | Reduced -100.4k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 1.9m $293.3m | Added +989 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.09% of their portfolio | 1.9m $290.0m | Added +17.6k |
| FIRST TRUST ADVISORS LP 0.17% of their portfolio | 1.9m $286.9m | Reduced -572.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% of their portfolio | 1.5m $228.5m | Added +83.0k |
| CITIGROUP INC 0.09% of their portfolio | 1.3m $199.4m | Added +336.8k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 1.2m $182.3m | Reduced -42.0k |
| Legal & General Group Plc 0.04% of their portfolio | 1.2m $181.8m | Reduced -28 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.1m $173.0m | Added +8.0k |
| Harfst & Associates, Inc. 25.07% of their portfolio | 1.1m $161.3m | Reduced -142 |
| VANGUARD FIDUCIARY TRUST CO 0.03% of their portfolio | 958.0k $145.6m | Reduced -9.8k |
| SEI INVESTMENTS CO 0.12% of their portfolio | 900.3k $136.9m | Reduced -20.4k |
| HSBC HOLDINGS PLC 0.07% of their portfolio | 897.2k $136.4m | Reduced -191.6k |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC 0.55% of their portfolio | 826.0k $125.6m | New |
| FRANKLIN RESOURCES INC 0.03% of their portfolio | 811.5k $123.4m | Reduced -679.7k |
| BARCLAYS PLC 0.04% of their portfolio | 797.5k $121.2m | Reduced -421.4k |
| UBS Group AG 0.02% of their portfolio | 783.6k $119.1m | Reduced -90.9k |
| Nuveen, LLC 0.03% of their portfolio | 733.0k $111.4m | Added +8.5k |
| MERCER GLOBAL ADVISORS INC /ADV 0.14% of their portfolio | 720.1k $109.5m | Reduced -11.7k |
| AQR CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 719.6k $109.4m | Reduced -74.3k |
| RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio | 709.7k $107.9m | Added +7.7k |
| MARSHALL WACE, LLP 0.09% of their portfolio | 665.5k $101.2m | New |
| CANADA PENSION PLAN INVESTMENT BOARD 0.05% of their portfolio | 587.8k $89.4m | Added +253.2k |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 577.0k $87.7m | Reduced -6.8k |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 554.1k $84.2m | Added +139.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 552.9k $84.1m | Added +20.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.04% of their portfolio | 540.1k $82.1m | Reduced -8.0k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.12% of their portfolio | 536.7k $81.6m | Added +325.8k |
| Munich Reinsurance Co Stock Corp in Munich 1.63% of their portfolio | 491.1k $74.7m | Added +12.7k |
| PNC Financial Services Group, Inc. 0.04% of their portfolio | 490.5k $74.6m | Reduced -3.8k |
| TWO SIGMA INVESTMENTS, LP 0.06% of their portfolio | 490.5k $74.6m | Added +444.7k |
| Amundi 0.02% of their portfolio | 478.9k $72.8m | Added +77.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 472.1k $71.8m | Reduced -37.0k |
| CONGRESS ASSET MANAGEMENT CO 0.43% of their portfolio | 460.2k $70.0m | Reduced -11.2k |
| PFA Pension, Forsikringsaktieselskab 0.18% of their portfolio | 456.6k $69.4m | Added +59.0k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.04% of their portfolio | 430.2k $65.4m | Added +19.6k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 420.3k $60.9m | Added +34.2k |
| Sumitomo Mitsui Trust Group, Inc. 0.04% of their portfolio | 411.2k $62.5m | Reduced -19.3k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 410.4k $62.4m | Reduced -28.0k |
| Fisher Asset Management, LLC 0.02% of their portfolio | 377.0k $57.3m | Reduced -20.1k |
| Vanguard Global Advisers, LLC 0.03% of their portfolio | 365.2k $55.5m | Reduced -5.6k |
| NATIXIS ADVISORS, LLC 0.06% of their portfolio | 361.9k $55.0m | Added +41.6k |
| California Public Employees Retirement System 0.03% of their portfolio | 361.5k $55.0m | Added +13.8k |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 339.4k $51.6m | Added +198.0k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 335.2k $51.0m | Reduced -5.0k |
| National Pension Service 0.03% of their portfolio | 324.3k $49.3m | Added +2.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.06% of their portfolio | 319.1k $48.5m | Reduced -2.3k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.31% of their portfolio | 315.1k $47.9m | Reduced -19.8k |
| JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio | 294.6k $44.2m | Added +35.7k |
| NATIXIS 0.21% of their portfolio | 293.0k $44.6m | Added +282.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 292.4k $44.5m | Added +7.4k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.03% of their portfolio | 287.4k $43.7m | Reduced -12.3k |
| Clearbridge Investments, LLC 0.03% of their portfolio | 276.6k $42.1m | Reduced -2.2k |
| Jump Financial, LLC 0.37% of their portfolio | 272.6k $41.4m | Added +266.7k |
| Davis Asset Management, L.P. 1.04% of their portfolio | 270.0k $41.0m | Unchanged |
| PRUDENTIAL FINANCIAL INC 0.04% of their portfolio | 260.5k $39.6m | Reduced -36.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.04% of their portfolio | 259.6k $39.5m | Reduced -9.5k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 258.3k $39.3m | Added +76.0k |
| Treasurer of the State of North Carolina 0.10% of their portfolio | 257.1k $39.1m | Added +159.7k |
| TD Asset Management Inc 0.03% of their portfolio | 255.5k $38.8m | Reduced -35.7k |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1.61% of their portfolio | 254.4k $38.7m | Reduced -3.9k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 248.8k $37.8m | Reduced -10.7k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.71% of their portfolio | 246.6k $37.5m | Added +181.4k |
| Squarepoint Ops LLC 0.07% of their portfolio | 239.0k $36.3m | Added +132.7k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 228.9k $34.8m | Added +218.2k |
| Connor, Clark & Lunn Investment Management Ltd. 0.07% of their portfolio | 226.8k $34.5m | Added +35.9k |
| Caisse de depot et placement du Quebec 0.05% of their portfolio | 226.4k $34.4m | Added +215.4k |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 226.1k $34.3m | Added +89.4k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 223.8k $34.0m | Reduced -20.2k |
| Woodline Partners LP 0.10% of their portfolio | 223.2k $33.9m | Added +215.8k |
| SG Americas Securities, LLC 0.02% of their portfolio | 202.6k $30.8m | Added +4.0k |
| NATIONAL BANK OF CANADA /FI/ 0.03% of their portfolio | 191.2k $29.1m | Added +87.7k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 189.8k $28.9m | Added +184.8k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 188.0k $28.0m | Reduced -15.7k |
| Arbejdsmarkedets Tillaegspension 0.62% of their portfolio | 187.6k $28.5m | Added +13.3k |
| Quantinno Capital Management LP 0.03% of their portfolio | 187.2k $28.5m | Added +38.5k |
| Federation des caisses Desjardins du Quebec 0.09% of their portfolio | 184.3k $28.0m | Added +8.0k |
| Sterling Capital Management LLC 0.47% of their portfolio | 181.8k $27.6m | Reduced -52.6k |
| APG Asset Management N.V. 0.06% of their portfolio | 176.8k $23.5m | Added +31.7k |
| PALISADE CAPITAL MANAGEMENT, LP 1.17% of their portfolio | 176.4k $26.8m | Reduced -150.0k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 169.8k $25.8m | Added +62.5k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.04% of their portfolio | 169.7k $25.8m | Reduced -769 |