Raymond James Financial, Inc.· RJF

🇺🇸 US · LargeSP500NYSE

Financial Services Asset Management Website

Price: $164.75
Day: +0.60%
Mkt Cap: $31.65B
52W Range: $138.82 – $182.73
Volume: 3.44M
Beta: 0.92

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.1 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 929 institutions hold; 408 added, 345 reduced
Insiders Q3 2026: no purchases, 3 sales ($4.1M)

Blog

stockoscope.com

Raymond James Financial, Inc.

RJF|Financial Services|Asset Management

Current price: $165

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

0.8x

quarter in progress, filings still arriving

Seller breadth · Q3 2026

3 sellers

vs 1.5 avg per quarter

Institutional net breadth · Q2 2026

+47

485 adding vs 438 reducing

Institutional ownership · Q2 2026

78.8%

929 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

14.3M

+2.7%

VANGUARD CAPITAL MANAGEMENT LLC

11.2M

flat

WELLINGTON MANAGEMENT GROUP LLP

9.4M

-1.6%

PRIMECAP MANAGEMENT CO/CA/

9.2M

-0.0%

VANGUARD PORTFOLIO MANAGEMENT LLC

8.9M

-0.7%

STATE STREET CORP

7.9M

+1.5%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

207

140

90 buying207 unchanged140 selling

437 funds held RJF in Q2 2026, holding 84.7M shares between them, down 1.8% on the quarter.

Largest fund holders

SPDR SERIES TRUST730.4K sh

GLENMEDE FUND INC138.8K sh

NATIONWIDE MUTUAL FUNDS36.7K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Dec 15

REILLY PAUL C

$9.2M

Sale · Dec 15

REILLY PAUL C

$8.8M

Sale · Dec 2

REILLY PAUL C

$8.4M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore RJF on stockoscope.com→

Generated September 21, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

RJF Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.1/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+16

Fund Flow

10% weight

-25

Overall Smart Money sentiment of 3.1/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 20, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for RJF

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q3 2026

3 sales totaling $4.1M (23.3K shares)

Share volume is at a routine pace (0.8x average)

3 different insiders sold this quarter

Sell-only pattern: no insider purchases across 15 quarters

0.8x

Selling pace

quarter in progress, filings still arriving

4.12%

Stake sold

of active insiders' holdings

3 sellers

Seller breadth

vs 1.0 avg per quarter

None

Insider buying

in the last 16 quarters

Notable Recent Transactions, RJF

Top 8 highest-value insider trades from the last 8 quarters

REILLY PAUL C

Executive Chair

Sell

56,757 shares at $162.69

≈17.9% of their stake at the time

Dec 15, 2025$9.23M

REILLY PAUL C

Executive Chair

Sell

53,660 shares at $163.24

≈14.5% of their stake at the time

Dec 15, 2025$8.76M

REILLY PAUL C

CEO

Sell

50,000 shares at $167.30

≈15.0% of their stake at the time

Dec 2, 2024$8.37M

Allaire Bella Loykhter

Chief Admin Officer

Sell

29,551 shares at $142.34

≈35.5% of their stake at the time

Mar 19, 2026$4.21M

REILLY PAUL C

Executive Chair

Sell

20,270 shares at $164.22

≈4.0% of their stake at the time

Dec 15, 2025$3.33M

Elwyn Tashtego S

President, Pcg

Sell

10,000 shares at $176.06

≈18.1% of their stake at the time

Jul 28, 2026$1.76M

Raney Steven M

Executive Chair Rjbank

Sell

9,465 shares at $169.59

≈17.9% of their stake at the time

Nov 29, 2024$1.61M

Elwyn Tashtego S

President, Pcg

Sell

10,000 shares at $159.47

≈23.4% of their stake at the time

Dec 13, 2024$1.59M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for RJF

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Neutral

Mixed institutional activity in Q2 2026

78.8% institutional ownership

Balanced activity: 485 adding vs 438 reducing

13F shares increased by 0.7%, a modest change

+47

Net breadth

485 adding vs 438 reducing

Balanced

1.11

Add / reduce ratio

in Q2 2026

-16

New − closed

77 initiated, 93 exited

5 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+485 growing-438 shrinkingNet: +47

408

345

New (77)

Increased (408)

Reduced (345)

Closed (93)

Top Institutional Holders, RJF

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

14.3M

$2.2B

Ownership

7.39%

+2.7%

VANGUARD CAPITAL MANAGEMENT LLC

11.2M

$1.7B

Ownership

5.79%

+0.0%

WELLINGTON MANAGEMENT GROUP LLP

9.4M

$1.4B

Ownership

4.87%

-1.6%

PRIMECAP MANAGEMENT CO/CA/

9.2M

$1.4B

Ownership

4.76%

-0.0%

VANGUARD PORTFOLIO MANAGEMENT LLC

8.9M

$1.4B

Ownership

4.59%

-0.7%

STATE STREET CORP

7.9M

$1.2B

Ownership

4.07%

+1.5%

GEODE CAPITAL MANAGEMENT, LLC

4.6M

$703.7M

Ownership

2.40%

+1.3%

FMR LLC

4.4M

$669.7M

Ownership

2.27%

-23.8%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 437 ETFs and mutual funds reporting

90 buying140 sellingNet: -50

207

140

Buying (90)

Unchanged (207)

Selling (140)

In total, funds bought 2.9M shares and sold 4.4M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bearish Signal

Funds distributing in Q2 2026

437 ETFs and mutual funds reporting

140 funds selling vs 90 buying

Top Fund Holders, RJF

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

730.4K

Weight

3.61%

Jul 31, 2026No change

GLENMEDE FUND INC

138.8K

Weight

8.45%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

36.7K

Weight

0.01%

Jul 31, 2026Decreased

PRINCIPAL VARIABLE CONTRACTS FUNDS INC

6.5K

Weight

0.02%

Jun 30, 2026Decreased

WESMARK FUNDS

6.3K

Weight

0.18%

Jun 30, 2026No change

SA FUNDS INVESTMENT TRUST

6.2K

Weight

0.05%

Jun 30, 2026No change

ALLSPRING FUNDS TRUST

6.1K

Weight

0.00%

Jun 30, 2026Decreased

DELAWARE VIP TRUST

6.0K

Weight

0.17%

Jun 30, 2026No change

Raymond James Financial, Inc.· RJF

Holdings Analysis

Insider Trading Activity

1.3Transaction History21Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings156Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History21Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings156Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights