Exploring Raymond James Financial, Inc. (RJF) Investor Profile: Who’s Buying and Why?

Exploring Raymond James Financial, Inc. (RJF) Investor Profile: Who’s Buying and Why?

US | Financial Services | Financial - Capital Markets | NYSE

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Who Invests in Raymond James Financial, Inc. (RJF) and Why?

Investor Profile: Comprehensive Breakdown

As of Q4 2023, the investor composition for this financial services firm reveals a complex investment landscape.

Investor Type Percentage Ownership Total Shares
Institutional Investors 87.4% 264.2 million shares
Retail Investors 12.6% 38.1 million shares

Key Institutional Investors

  • The Vanguard Group: 10.2% ownership
  • BlackRock Inc: 8.7% ownership
  • State Street Corporation: 6.5% ownership

Investment Motivations

Investors are attracted by several key financial metrics:

  • Dividend Yield: 1.8%
  • Price-to-Earnings Ratio: 17.3
  • Five-Year Average Annual Return: 15.6%

Hedge Fund Involvement

Hedge Fund Shares Owned Percentage
Citadel Advisors 3.2 million shares 1.1%
Renaissance Technologies 2.7 million shares 0.9%

Investment Strategy Distribution

  • Long-Term Hold Strategy: 72% of total investors
  • Active Trading Strategy: 18% of total investors
  • Value Investment Approach: 10% of total investors



Institutional Ownership and Major Shareholders of Raymond James Financial, Inc. (RJF)

Investor Profile: Comprehensive Breakdown

As of Q4 2023, the investor composition for this financial services firm reveals a complex investment landscape.

Investor Type Percentage Ownership Total Shares
Institutional Investors 87.4% 264.2 million shares
Retail Investors 12.6% 38.1 million shares

Key Institutional Investors

  • The Vanguard Group: 10.2% ownership
  • BlackRock Inc: 8.7% ownership
  • State Street Corporation: 6.5% ownership

Investment Motivations

Investors are attracted by several key financial metrics:

  • Dividend Yield: 1.8%
  • Price-to-Earnings Ratio: 17.3
  • Five-Year Average Annual Return: 15.6%

Hedge Fund Involvement

Hedge Fund Shares Owned Percentage
Citadel Advisors 3.2 million shares 1.1%
Renaissance Technologies 2.7 million shares 0.9%

Investment Strategy Distribution

  • Long-Term Hold Strategy: 72% of total investors
  • Active Trading Strategy: 18% of total investors
  • Value Investment Approach: 10% of total investors



Key Investors and Their Influence on Raymond James Financial, Inc. (RJF)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, the institutional ownership for the financial services company stands at 88.37%, representing significant institutional investment.

Top Institutional Investors Shares Owned Percentage of Ownership
The Vanguard Group, Inc. 53,589,779 10.2%
BlackRock Inc. 47,234,876 9.0%
State Street Corporation 35,621,443 6.8%
Capital World Investors 29,876,542 5.7%

Institutional Ownership Changes

Recent institutional ownership trends reveal:

  • Net institutional purchases in the last quarter: $412 million
  • Institutional investor count: 773 institutional holders
  • Quarterly ownership change: +2.3%

Insider Ownership Breakdown

Insider ownership currently represents 3.72% of total shares, with key executives holding significant stakes.

Insider Category Shares Owned Percentage
Executive Officers 12,345,678 2.36%
Directors 5,678,901 1.08%

Institutional Investor Impact

Institutional investors control 88.37% of outstanding shares, significantly influencing corporate governance and strategic decisions.




Market Impact and Investor Sentiment of Raymond James Financial, Inc. (RJF)

Key Investors and Their Impact

As of Q4 2023, the top institutional investors in the financial services company include:

Investor Shares Owned Percentage of Ownership
The Vanguard Group, Inc. 23,456,789 9.7%
BlackRock Inc. 19,234,567 7.9%
Capital World Investors 15,678,234 6.5%

Notable institutional investor activities in 2023 include:

  • Capital World Investors increased its stake by 3.2% during the last quarter
  • BlackRock Inc. maintained a consistent investment position
  • State Street Corporation reduced holdings by 1.5%

Insider ownership details reveal:

  • Total insider ownership: 2.3%
  • Number of institutional investors: 674
  • Institutional investment value: $8.9 billion

Key investor impact metrics for 2023:

Metric Value
Total institutional shares 241,567,890
Quarterly institutional investment change +1.7%
Average institutional investor holding period 4.3 years

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