Raymond James Financial, Inc. (RJF)
NYSE: RJF · Security Brokers, Dealers & Flotation Companies · St Petersburg, FL · filing with the SEC since 1995
Grade5.4
◀ Past 6.3● Present 5.5▶ Future 4.4
Who owns Raymond James Financial, Inc.
As filed with the SECHolders of 5% or more
1
Vanguard Capital Management holds 6.62% of Common Stock, as its SCHEDULE 13G filed Apr 30, 2026 says.
Directors and officers
26
report now, of 45 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 1 named at left.
Holders of 5% or moreshare of the class, as filed
Vanguard Capital Management
SCHEDULE 13G · filed Apr 30, 2026 · Common Stock
Primecap Management Co/ca/
SCHEDULE 13G/A · filed May 13, 2025 · COM · reported falling below 5%
Wellington Management Group LLP
SCHEDULE 13G/A · filed Aug 12, 2025 · Common Stock · reported falling below 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%
What RJF reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
RJ Bank
An entity · legal entity · owns, named in the 10-K filed Nov 25, 2025
Private Equity Interests
An investee · investee · invested in, named in the 10-K filed Nov 25, 2025
Restricted Stock Trust Fund
An investee · investee · invested in, named in the 10-K filed Nov 25, 2025
99 subsidiaries in 7 countries, from the list filed with the 10-K filed Nov 25, 2025. Its Form 13F-HR for Jun 30, 2026 lists 5,396 holdings. The record carries no value for them.
Insider tradesForm 4
8sales
0purchases
0sales on a scheduled plan
5people selling
$30.4Msold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window5 of 45 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Reilly Paul C | Executive Chair | 3 | $21.3M | 0 | 0 | $0 |
| Allaire Bella Loykhter | Chief Admin Officer | 2 | $5.5M | 0 | 0 | $0 |
| Elwyn Tashtego S | President, PCG | 1 | $1.8M | 0 | 0 | $0 |
| Raney Steven M | Executive Chair RJBank | 1 | $1.0M | 0 | 0 | $0 |
| Santelli Jonathan N | EVP, General Counsel | 1 | $800,000 | 0 | 0 | $0 |