The largest holder of Raymond James Financial stock is Thomas James9.967 %, with 19.2 million shares (9.97% of the company), worth about $3.42 billion as of September 25, 2026. The 10 largest holders together own 46.8%.
In Q2 2026, 943 institutional holdings reports listed 191.0 million shares worth $23.30 billion, up 25.7% in shares from Q1 2026.
Insiders reported 98 transactions in the last two years: 11 sales worth $31.84 million and no purchases. The newest one on file is from March 19, 2026 (Allaire Bella Loykhter, Officer).
Major holders as of September 25, 2026; quarterly totals from institutional holdings reports (latest Q2 2026); insider transactions on file through March 19, 2026.

2026Q2
| Holder | Shares | % of company | Value |
|---|---|---|---|
| Thomas James9.967 % | 19.2 million | 9.97% | $3.4B |
| BlackRock Advisors LLC | 11.3 million | 5.89% | $2.0B |
| Vanguard Capital Management LLC | 11.2 million | 5.84% | $2.0B |
| Wellington Trust Co., NA | 9.4 million | 4.91% | $1.7B |
| PRIMECAP Management Co. | 9.2 million | 4.80% | $1.6B |
| Vanguard Portfolio Management LLC | 8.9 million | 4.63% | $1.6B |
| State Street Corporation | 7.9 million | 4.10% | $1.4B |
| Geode Capital Management LLC | 4.6 million | 2.42% | $828.0M |
| Fidelity Management & Research Co. LLC | 4.4 million | 2.29% | $785.0M |
| Harris Associates LP | 3.7 million | 1.92% | $658.0M |
As of September 25, 2026.
| Quarter | Reports | Shares | Value |
|---|---|---|---|
| Q2 2026 | 943 | 191.0 million | $23.3B |
| Q1 2026 | 952 | 152.0 million | $22.0B |
| Q4 2025 | 975 | 157.0 million | $25.1B |
| Q3 2025 | 940 | 157.0 million | $27.1B |
| Q2 2025 | 893 | 156.0 million | $23.9B |
| Q1 2025 | 896 | 157.0 million | $21.8B |
| Q4 2024 | 884 | 154.0 million | $23.9B |
| Q3 2024 | 801 | 161.0 million | $19.7B |
Shares and value held by institutions that file quarterly holdings reports (options not included).
| Insider | Date | Title | Transaction | Value |
|---|---|---|---|---|
| Allaire Bella Loykhter | Mar 19, 2026 | Officer | Sale at price 142.34 per share. | $4.2M |
| Aisenbrey Christopher S | Feb 27, 2026 | Officer | -- | – |
| Edwards Jeffrey N. | Feb 24, 2026 | Director | Stock Gift at price 0.00 per share. | – |
| Edwards Jeffrey N. | Feb 19, 2026 | Director | -- | – |
| Mistarz, Cecily | Feb 19, 2026 | Director | -- | – |
| Debel Marlene | Feb 19, 2026 | Director | -- | – |
| Esty Benjamin C | Feb 19, 2026 | Director | Stock Award(Grant) at price 0.00 per share. | – |
| Seshadri Rajeev | Feb 19, 2026 | Director | Stock Award(Grant) at price 0.00 per share. | – |
| Begor Mark W. | Feb 19, 2026 | Director | Stock Award(Grant) at price 0.00 per share. | – |
| Mcgeary Roderick C | Feb 19, 2026 | Director | Stock Award(Grant) at price 0.00 per share. | – |
| Mcdaniel Raymond Whitehead Jr. | Feb 19, 2026 | Director | Stock Award(Grant) at price 0.00 per share. | – |
| Garcia Art A | Feb 19, 2026 | Director | Stock Award(Grant) at price 0.00 per share. | – |
Newest 12 of 98 insider transactions in the last two years.
Thomas James9.967 %, with 9.97% of the company (as of September 25, 2026). Next: BlackRock Advisors LLC (5.89%) and Vanguard Capital Management LLC (5.84%).
943 institutional holdings reports listed Raymond James Financial shares in Q2 2026, 191.0 million shares in all worth $23.30 billion.
In the last two years insiders reported 11 sales and no purchases (98 transactions in all); the newest on file is from March 19, 2026.