Raymond James Financial Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

BIT:1RJF Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
28 Apr 25	Sell€437,854	James Bunn	Individual	3,650	€119.96
31 Jan 25	Sell€673,405	Jonathan Santelli	Individual	4,160	€161.88
13 Dec 24	Sell€1,519,223	Tashtego Elwyn	Individual	10,000	€151.92
05 Dec 24	Sell€485,650	Jonathan Santelli	Individual	3,100	€156.66
04 Dec 24	Sell€783,560	Horace Carter	Individual	5,000	€156.71
04 Dec 24	Sell€194,802	Shannon Reid	Individual	1,241	€156.97
03 Dec 24	Sell€63,329	Katherine Larson	Individual	401	€157.93
02 Dec 24	Sell€6,753,888	Paul Reilly	Individual	42,365	€159.42
29 Nov 24	Sell€187,882	Bella Allaire	Individual	1,170	€160.58
29 Nov 24	Sell€1,629,543	Steven Raney	Individual	10,136	€161.22
12 Aug 24	Sell€3,136,061	Tashtego Elwyn	Individual	31,277	€100.27
31 Jul 24	Sell€1,844,936	Bella Allaire	Individual	17,363	€106.26

Insider Trading Volume

Insider Buying: 1RJF insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of 1RJF?
Owner Type	Number of Shares	Ownership Percentage
State or Government	191,305	0.0948%
Private Companies	302,509	0.15%
General Public	20,373,405	10.1%
Individual Insiders	23,475,634	11.6%
Institutions	157,411,685	78%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 66.27% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.1%	Thomas James	22,296,471	€3.0b	15.3%	no data
11%	The Vanguard Group, Inc.	22,244,204	€3.0b	1.59%	0.05%
7.39%	BlackRock, Inc.	14,912,291	€2.0b	3.98%	0.03%
5.12%	Wellington Management Group LLP	10,328,261	€1.4b	-14.7%	0.25%
4.82%	PRIMECAP Management Company	9,718,689	€1.3b	-15.3%	1.14%
4.05%	State Street Global Advisors, Inc.	8,180,868	€1.1b	2.58%	0.04%
3.15%	FMR LLC	6,352,102	€860.4m	2.15%	0.06%
2.27%	T. Rowe Price Group, Inc.	4,588,275	€621.5m	2.08%	0.06%
2.18%	Geode Capital Management, LLC	4,392,260	€594.9m	0.93%	0.04%
2.03%	JP Morgan Asset Management	4,101,276	€555.5m	8.6%	0.06%
1.26%	EARNEST Partners, LLC	2,533,666	€343.2m	0.96%	1.69%
1.18%	AGF Management Limited	2,379,290	€322.3m	-8.88%	1.56%
1.16%	Massachusetts Financial Services Company	2,335,254	€316.3m	8.26%	0.08%
1.05%	UBS Asset Management AG	2,125,238	€287.9m	1.17%	0.03%
1.04%	Northern Trust Global Investments	2,107,218	€285.4m	18.4%	0.04%
1.02%	Dimensional Fund Advisors LP	2,067,002	€280.0m	0.11%	0.05%
0.94%	Norges Bank Investment Management	1,896,910	€256.9m	-16.8%	0.02%
0.93%	Victory Capital Management Inc.	1,883,139	€255.1m	1,500%	0.26%
0.83%	Morgan Stanley, Investment Banking and Brokerage Investments	1,679,286	€227.5m	129%	0.03%
0.74%	Managed Account Advisors LLC	1,498,577	€203.0m	-1.81%	0.04%
0.66%	Invesco Ltd.	1,327,099	€179.8m	31%	0.05%
0.62%	Legal & General Investment Management Limited	1,260,648	€170.8m	0.52%	0.04%
0.59%	Goldman Sachs Asset Management, L.P.	1,194,898	€161.9m	21.9%	0.05%
0.59%	Mercer Global Advisors Inc.	1,183,246	€160.3m	-10.2%	0.42%
0.56%	Harfst and Associates, Inc.	1,126,208	€152.5m	-0.11%	36.36%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/13 20:04
End of Day Share Price	2025/05/13 00:00
Earnings	2025/03/31
Annual Earnings	2024/09/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Raymond James Financial, Inc. is covered by 28 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Kevin Heal	Argus Research Company
Mark McLaughlin	BofA Global Research
Craig Siegenthaler	BofA Global Research