RAYMOND JAMES FINANCIAL INC
Total Trades
36
Buys
1
Sells
25
Largest Trade
N/A
Insiders
12
Institutional Funds
819
Inst. Value
$1M+
Activist Filings
13
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Santelli Jonathan N | EVP, General Counsel | SELL | $500K+ | 5K | $170.46 | Feb 5, 2026 |
| REILLY PAUL C | Executive Chair | SELL | $1M+ | 131K | $163.15 | Dec 16, 2025 |
| REILLY PAUL C | Executive Chair | EXERCISE | N/A | 92K | — | Dec 16, 2025 |
| Allaire Bella Loykhter | Chief Admin Officer | SELL | $500K+ | 7K | $146.61 | May 30, 2025 |
| Bunn James E | President | SELL | $100K–$500K | 4K | $136.49 | Apr 29, 2025 |
| REILLY PAUL C | Chair & CEO | EXERCISE | N/A | 12K | — | Dec 3, 2024 |
| REILLY PAUL C | Chair & CEO | SELL | $1M+ | 50K | $167.30 | Dec 3, 2024 |
| Raney Steven M | Executive Chair RJ… | SELL | $1M+ | 14K | $169.02 | Dec 3, 2024 |
| Raney Steven M | Executive Chair RJ… | EXERCISE | N/A | 5K | — | Dec 3, 2024 |
| Allaire Bella Loykhter | Chief Admin Officer | SELL | $500K+ | 5K | $166.59 | Dec 3, 2024 |
| Allaire Bella Loykhter | Chief Admin Officer | EXERCISE | N/A | 5K | — | Dec 3, 2024 |
| Larson Katherine H | Chief Accounting O… | SELL | $100K–$500K | 1K | $166.01 | Dec 3, 2024 |
| Larson Katherine H | Chief Accounting O… | EXERCISE | N/A | 2K | — | Dec 3, 2024 |
| Allaire Bella Loykhter | Executive Vice Pre… | SELL | $1M+ | 17K | $115.00 | Aug 2, 2024 |
| Raney Steven M | President & CEO RJ… | SELL | $500K+ | 4K | $121.01 | Apr 29, 2024 |
| GARCIA ART A | Director | BUY | $50K–$100K | 879 | $112.30 | Feb 13, 2024 |
| Santelli Jonathan N | EVP | SELL | $100K–$500K | 2K | $111.91 | Jan 31, 2024 |
| REILLY PAUL C | Chair & CEO | GRANT | N/A | 69K | — | Dec 1, 2023 |
| REILLY PAUL C | Chair & CEO | EXERCISE | N/A | 15K | — | Dec 1, 2023 |
| REILLY PAUL C | Chair & CEO | SELL | $1M+ | 50K | $103.99 | Dec 1, 2023 |
| Raney Steven M | President & CEO RJ… | EXERCISE | N/A | 6K | — | Dec 1, 2023 |
| Raney Steven M | President & CEO RJ… | GRANT | N/A | 2K | — | Dec 1, 2023 |
| Raney Steven M | President & CEO RJ… | SELL | $500K+ | 6K | $106.84 | Dec 1, 2023 |
| Dowdle Jeffrey A | COO & Head of Asse… | SELL | $500K+ | 8K | $99.41 | Nov 13, 2023 |
| Carter Horace | President | SELL | $100K–$500K | 4K | $109.12 | Aug 2, 2023 |
| Dowdle Jeffrey A | COO & Head of Asse… | SELL | $500K+ | 5K | $96.36 | Jun 8, 2023 |
| Perry Jodi | President | SELL | $500K+ | 6K | $112.30 | Feb 8, 2023 |
| Raney Steven M | President & CEO RJ… | SELL | $500K+ | 6K | $107.58 | Dec 19, 2022 |
| REILLY PAUL C | Chair & CEO | EXERCISE | N/A | 39K | — | Dec 15, 2022 |
| REILLY PAUL C | Chair & CEO | SELL | $1M+ | 24K | $111.27 | Dec 15, 2022 |
| Catanese George | Chief Risk Officer | SELL | $100K–$500K | 3K | $114.02 | Dec 9, 2022 |
| JAMES THOMAS A | Chairman Emeritus | SELL | $100K–$500K | 1K | $123.80 | Nov 17, 2022 |
| Bunn James E | Pres-GlobEq&Inv Ba… | SELL | $100K–$500K | 4K | $106.75 | Sep 12, 2022 |
| Bunn James E | Pres-GlobEq&Inv Ba… | SELL | $500K+ | 6K | $100.21 | May 4, 2022 |
| Allaire Bella Loykhter | Executive Vice Pre… | SELL | $1M+ | 15K | $114.78 | Feb 14, 2022 |
| Dowdle Jeffrey A | COO & Head of Asse… | SELL | $1M+ | 19K | $112.73 | Feb 9, 2022 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 819 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| VANGUARD GROUP INC | 20.0M | $1M+ | SH |
| PRIMECAP MANAGEMENT CO/CA/ | 9.3M | $1M+ | SH |
| STATE STREET CORP | 7.9M | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 4.0M | $1M+ | SH |
| FIRST TRUST ADVISORS LP | 3.1M | $1M+ | SH |
| VICTORY CAPITAL MANAGEMENT INC | 2.7M | $1M+ | SH |
| EARNEST PARTNERS LLC | 2.3M | $1M+ | SH |
| NORGES BANK | 2.0M | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 1.9M | $1M+ | SH |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.6M | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.1M | $1M+ | SH |
| Harfst & Associates, Inc. | 1.1M | $1M+ | SH |
| PRUDENTIAL FINANCIAL INC | 819K | $1M+ | SH |
| MERCER GLOBAL ADVISORS INC /ADV | 792K | $1M+ | SH |
| CONGRESS ASSET MANAGEMENT CO | 514K | $1M+ | SH |
| ENVESTNET ASSET MANAGEMENT INC | 512K | $1M+ | SH |
| ALLIANCEBERNSTEIN L.P. | 492K | $1M+ | SH |
| PNC FINANCIAL SERVICES GROUP, INC. | 482K | $1M+ | SH |
| Sumitomo Mitsui Trust Group, Inc. | 449K | $1M+ | SH |
| BNP PARIBAS FINANCIAL MARKETS | 438K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
Wellington Management Group LLP
SC 13G/A · Aug 12, 2025
4.7%
9.6M shares
SC 13G/A · May 13, 2025
4.7%
9.7M shares
SC 13G/A · Nov 12, 2024
6.6%
13.6M shares
SC 13G/A · Oct 22, 2024
6.6%
13.6M shares
SC 13G/A · Feb 14, 2024
9.3%
19.3M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
10.7%
22.3M shares
PRIMECAP Management Company 95-3868081
SC 13G/A · Feb 12, 2024
5.9%
12.3M shares
SC 13G/A · Jan 26, 2024
7.8%
16.4M shares
SC 13G/A · Feb 13, 2023
9.0%
19.3M shares
PRIMECAP Management Company 95-3868081
SC 13G · Feb 9, 2023
6.1%
13.1M shares
SC 13G/A · Feb 3, 2023
7.9%
16.9M shares
SC 13G/A · Feb 11, 2022
9.6%
20.0M shares
SC 13G/A · Jan 31, 2022
8.9%
18.3M shares