Raymond James Financial Inc
RJFFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Raymond James Financial Inc Makes Money
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From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 18 annual periods. The latest annual period ends Sep 30, 2025. The latest insider filing shown is dated Mar 20, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Sunbelt Securities, Inc. | 2026-03-31 | 479 | $69.3K | SEC filing |
| WHITE PINE CAPITAL LLC | 2026-03-31 | 14,205 | $2.06M | SEC filing |
| Root Financial Partners, LLC | 2026-03-31 | 404 | $58.5K | SEC filing |
| GEODE CAPITAL MANAGEMENT, LLC | 2026-03-31 | 4,637,162 | $669M | SEC filing |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 2026-03-31 | 24,138 | $3.49M | SEC filing |
| SEB Asset Management AB | 2026-03-31 | 38,083 | $5.51M | SEC filing |
| PRIVATE TRUST CO NA | 2026-03-31 | 388 | $56.2K | SEC filing |
| Quarry LP | 2026-03-31 | 20 | $2.9K | SEC filing |
| Bryn Mawr Trust Advisors, LLC | 2026-03-31 | 2,137 | $309K | SEC filing |
| GGM Financial LLC | 2026-03-31 | 621 | $90K | SEC filing |
| Envestnet Portfolio Solutions, Inc. | 2026-03-31 | 12,901 | $1.87M | SEC filing |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2026-03-31 | 4,740 | $686K | SEC filing |
| WHITTIER TRUST CO OF NEVADA INC | 2026-03-31 | 111 | $15.7K | SEC filing |
| GUGGENHEIM CAPITAL LLC | 2026-03-31 | 3,576 | $518K | SEC filing |
| EntryPoint Capital, LLC | 2026-03-31 | 2,924 | $423K | SEC filing |
| Dynamic Advisor Solutions LLC | 2026-03-31 | 1,849 | $268K | SEC filing |
| Lansforsakringar Fondforvaltning AB (publ) | 2026-03-31 | 44,854 | $6.49M | SEC filing |
| Cornerstone Financial Management LLC | 2026-03-31 | 33 | $4.78K | SEC filing |
| denkapparat Operations GmbH | 2026-03-31 | 5,016 | $726K | SEC filing |
| CX Institutional | 2026-03-31 | 2,543 | Not shown | SEC filing |
- Each value is checked against Raymond James Financial Inc's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at Raymond James Financial Inc's share price.
120 filers have only one report here.
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-03-19 | Allaire Bella Loykhter · Chief Admin Officer | Common Stock | S — Open market or private sale | −29,551 | 142.34 | SEC filing |
| 2026-02-04 | Santelli Jonathan N · EVP, General Counsel | Common Stock | S — Open market or private sale | −4,500 | 170.46 | SEC filing |
| 2025-12-15 | REILLY PAUL C · Executive Chair | Common Stock | S — Open market or private sale | −56,757 | 162.69 | SEC filing |
| 2025-12-15 | REILLY PAUL C · Executive Chair | Common Stock | S — Open market or private sale | −20,270 | 164.22 | SEC filing |
| 2025-12-15 | REILLY PAUL C · Executive Chair | Common Stock | S — Open market or private sale | −53,660 | 163.24 | SEC filing |
Showing 5 of 5 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-02-28 | Aisenbrey Christopher S · Chief Human Resources Officer | Common Stock | M — Exercise or conversion of derivative security | +600 | SEC filing |
| 2026-02-28 | Aisenbrey Christopher S · Chief Human Resources Officer | Restricted Stock Units | M — Exercise or conversion of derivative security | −600 | SEC filing |
| 2026-02-28 | Aisenbrey Christopher S · Chief Human Resources Officer | Common Stock | F — Payment of exercise price or tax by delivering securities | −132 | SEC filing |
| 2026-02-24 | Edwards Jeffrey N · Director | Common Stock | G — Bona fide gift | +1,504 | SEC filing |
| 2026-02-24 | Edwards Jeffrey N · Director | Common Stock | G — Bona fide gift | −1,504 | SEC filing |
| 2026-02-19 | Mistarz Cecily · Director | Restricted Stock Units | M — Exercise or conversion of derivative security | −250 | SEC filing |
| 2026-02-19 | Mistarz Cecily · Director | Restricted Stock Units | M — Exercise or conversion of derivative security | −1,253 | SEC filing |
| 2026-02-19 | Mistarz Cecily · Director | Common Stock | M — Exercise or conversion of derivative security | +250 | SEC filing |
Showing 8 of 40 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.