Raymond James Financial, Inc.· RJF

🇺🇸 US · LargeSP500NYSE

Financial ServicesFinancial - Capital MarketsWebsite

Price: $180.55
Day: +1.11%
Mkt Cap: $34.68B
52W Range: $138.82 – $181.87
Volume: 517.9K
Beta: 0.94

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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stockoscope.com

Raymond James Financial, Inc.

RJF|Financial Services|Financial - Capital Markets

Current price: $181

Smart Money

Dimension 5 of 5

Insider Activity, Q3 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$2.8M

Net share flow-15.8K

Purchases0 ($0)

Sales2 ($2.8M)

Top Notable Transactions

Insider

Type

Value

Date

REILLY PAUL C

Sale

$9.2M

Dec 15

REILLY PAUL C

Sale

$8.8M

Dec 15

REILLY PAUL C

Sale

$8.4M

Dec 2

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership77.0%

13F share flow-12.0%

Investors holding937

+493 adding-491 reducing

396

371

120

New 97Inc 396Red 371Closed 120

Top Institutional Holders

Institution

Value

Change

BLACKROCK, INC.

$2.0B

-0.3%

WELLINGTON MANAGEMENT GROUP LLP

$1.4B

+11.6%

PRIMECAP MANAGEMENT CO/CA/

$1.4B

+0.1%

STATE STREET CORP

$1.1B

-0.7%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting236

Total shares held27.9M

Share flow-10.9%

58 buying48 selling

130

Buying 58Unchanged 130Selling 48

Top Fund Holders

Fund

Weight

Change

Invesco Exchange-Traded Self-Indexed Fund Trust

20.5K

0.01%

COLUMBIA FUNDS SERIES TRUST

8.2K

0.03%

-695

MORGAN STANLEY PATHWAY FUNDS

6.8K

0.00%

+170

Goldman Sachs ETF Trust II

6.1K

0.45%

+30

See the complete picture

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

Explore RJF on stockoscope.com→

Generated August 6, 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

2.8/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

-16

Fund Flow

10% weight

Overall Smart Money sentiment of 2.8/5 (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 August 5, 2026.

Insider Trading Activity

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

Insider Activity for RJF

Net insider share flow by quarter (C-suite & director purchases minus sales)

Neutral

Routine insider selling in Q3 2026

2 sales totaling $2.8M (15.8K shares)

Share volume is at a routine pace (0.5x average)

Sell-only pattern: no insider purchases across 7 quarters

Notable Recent Transactions, RJF

Top 8 highest-value recent insider trades

REILLY PAUL C

Director

Sell

56,757 shares at $162.69

Dec 15, 2025$9.23M

REILLY PAUL C

Director

Sell

53,660 shares at $163.24

Dec 15, 2025$8.76M

REILLY PAUL C

CEO

Sell

50,000 shares at $167.30

Dec 2, 2024$8.37M

Allaire Bella Loykhter

Officer

Sell

29,551 shares at $142.34

Mar 19, 2026$4.21M

REILLY PAUL C

Director

Sell

20,270 shares at $164.22

Dec 15, 2025$3.33M

Elwyn Tashtego S

President

Sell

10,000 shares at $176.06

Jul 28, 2026$1.76M

Raney Steven M

Officer

Sell

9,465 shares at $169.59

Nov 29, 2024$1.61M

Elwyn Tashtego S

President

Sell

10,000 shares at $159.47

Dec 13, 2024$1.59M

Institutional Ownership Analysis

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

Institutional Ownership Over Time for RJF

Total dollar value invested by institutions each quarter

Neutral

Mixed institutional activity in Q1 2026

77.0% institutional ownership

Balanced activity: 493 adding vs 491 reducing

13F shares decreased by 0.9%, a modest change

Momentum weakening from prior quarter

Position Changes

Q2 2026: how are institutions adjusting their positions?

+194 growing-689 shrinkingNet: -495

172

136

553

New (22)

Increased (172)

Reduced (136)

Closed (553)

Top Institutional Holders, RJF

Largest 8 institutional positions by ownership percentage as of Q2 2026

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

1.9M

$290.0M

Ownership

0.97%

+0.9%

CITIGROUP INC

1.3M

$199.4M

Ownership

0.67%

+34.5%

HARFST & ASSOCIATES, INC.

1.1M

$161.3M

Ownership

0.54%

-0.0%

PRINCIPAL FINANCIAL GROUP INC

540.1K

$82.1M

Ownership

0.28%

-1.5%

ENVESTNET ASSET MANAGEMENT INC

472.1K

$71.8M

Ownership

0.24%

-7.3%

CONGRESS ASSET MANAGEMENT CO /MA

460.2K

$70.0M

Ownership

0.23%

-2.4%

SUMITOMO MITSUI TRUST GROUP, INC.

411.2K

$62.5M

Ownership

0.21%

-4.5%

FISHER ASSET MANAGEMENT, LLC

377.0K

$57.3M

Ownership

0.19%

-5.1%

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: 236 ETFs and mutual funds reporting

58 buying48 sellingNet: +10

130

Buying (58)

Unchanged (130)

Selling (48)

Neutral

Mixed fund activity in Q2 2026

236 ETFs and mutual funds reporting

58 buying vs 48 selling (balanced)

Top Fund Holders, RJF

Largest 8 ETF and mutual fund positions by shares held as of latest filing

Invesco Exchange-Traded Self-Indexed Fund Trust

20.5K

Weight

0.01%

No change

COLUMBIA FUNDS SERIES TRUST

8.2K

Weight

0.03%

Decreased

MORGAN STANLEY PATHWAY FUNDS

6.8K

Weight

0.00%

Increased

Goldman Sachs ETF Trust II

6.1K

Weight

0.45%

Increased

VANGUARD WELLINGTON FUND

5.4K

Weight

0.00%

Decreased

SSGA FUNDS

5.0K

Weight

0.97%

No change

BNY Mellon Strategic Funds, Inc.

4.9K

Weight

0.65%

No change

Tema ETF Trust

4.4K

Weight

0.13%

Increased

Raymond James Financial, Inc.· RJF

Holdings Analysis

Insider Trading Activity

1.3Transaction History20Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings119Most 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 History20Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings119Most 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