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RJF Raymond James

Financials, filed as RAYMOND JAMES FINL INC (COM), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 1

  • 1 Owner
  • Max 0.1%
  • $155K

Who owns this now

Largest portfolio weights among holders, up to 0.1% (Kentucky Trust Co., Kentucky Trust). Not free-float ownership.

  1. Kentucky Trust Co. 0.08%

Who owns RJF

Sorted by value, long equity only, as of 2026 Q3.

History
Kentucky Trust Co., Kentucky Trust 0.08% Hold 980 $155K History

1 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by RJF's executives, directors and 10% owners in the last 12 months, from their Form 4s

All RJF insider trades
  • None no insider bought on the open market
  • $30.4M sold by 5 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Bella Loykhter Allaire Chief Admin Officer
    Sale
    $1.3M 7,500 shares at $177.60 14% of stake
    Traded Aug 28 Filed Aug 31
    ↗
  2. Tashtego S Elwyn President, PCG
    Sale
    $1.8M 10,000 shares at $176.06 18% of stake
    Traded Jul 28 Filed Jul 29
    ↗
  3. Steven M Raney Chair
    Sale
    $998K 5,770 shares at $172.97 12% of stake
    Traded Jul 27 Filed Jul 28
    ↗
  4. Bella Loykhter Allaire Chief Admin Officer
    Sale
    $4.2M 29,551 shares at $142.34 36% of stake
    Traded Mar 19 Filed Mar 20
    ↗
  5. Jonathan N Santelli EVP, General Counsel
    Sale
    $767K 4,500 shares at $170.46 14% of stake
    Traded Feb 4 Filed Feb 5
    ↗
  6. Paul C Reilly Chair
    Sale
    $21.3M 130,687 shares at $163.15 33% of stake
    Traded Dec 15, 2025 Filed Dec 15, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 77 share withholdings for taxes, 72 option exercises, 19 gifts, and 18 stock grants.

Congress

1 member of Congress traded RJF in the last three years: 0 buys and 1 sale. 1 member listed it in 2025 annual reports.

All Congress trades
  1. Julie Johnson D-TX-32Joint Sell $1K–$15K Apr 7, 2025 filed May 14, 2025

SEC filings

Recent issuer filings from EDGAR, 20 shown.

Filed Form Detail Links
8-K 2.02,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 5.02,7.01 Filing Doc
8-K 7.01,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 5.07,7.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
10-Q Filing Doc
DEFA14A Filing Doc
8-K 2.02,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 1 day ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $12.99B $14.92B $15.91B
Net income $1.74B $2.07B $2.14B
Net margin * 13.4% 13.9% 13.4%

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $78.36B $82.99B $88.23B
Total equity $10.21B $11.67B $12.5B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$3.51B $2.16B $2.43B
Cash from investing -$0.274B -$0.968B -$4.32B
Cash from financing $1.44B $0.438B $2.36B
Net change in cash -$2.11B $1.8B $0.439B

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.