Raymond James Financial, Inc. (RJF)
Saint Petersburg, FL, US
Raymond James Financial, Inc. operates as a comprehensive financial services firm, extending a wide array of services to individuals, businesses, and governmental entities throughout the United States, Canada, and Europe. Its diverse operations are categorized into several key segments: Private Client Group, Capital Markets, Asset Management, Banking, and an "Other" category. The Private Client Group division equips clients with various investment solutions, personalized portfolio management, a selection of insurance and annuity products, and mutual funds. This segment also provides essential backing to third-party product partners, covering aspects like sales and marketing support, distribution, accounting, and general administrative assistance. Additionally, it facilitates margin loans and offers securities borrowing and lending services. Within the Capital Markets segment, the company engages in investment banking activities, which include orchestrating equity and debt offerings, along with offering expert advisory services for mergers and acquisitions. It further provides robust brokerage services for both fixed income and equity securities. The Asset Management segment specializes in delivering sophisticated asset and portfolio management services, complemented by administrative support functions such as detailed record-keeping, for both individual (retail) and institutional clients. Raymond James Bank maintains a portfolio of insured deposit accounts and a diverse range of lending products. These include commercial and industrial loans, financing for commercial real estate (CRE) and CRE construction, tax-exempt loans, residential mortgages, and securities-based loans. The bank also plays a role in loan syndication. Finally, the Other segment encompasses the firm's private equity activities, comprising direct investments and those made through third-party private equity funds, as well as the management of legacy private equity portfolios. Established in 1962, the company's corporate headquarters are situated in St. Petersburg, Florida.
Based on only 1 article — low confidence
- Raymond James Financial, Inc. (RJF) is a Top-Ranked Momentum Stock: Should You Buy? Zacks Investment Research
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| S&P 500 | 2017-03-20 | — | Active |
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.99% | -5.11% | -9.42% | -6.32% | -8.39% | -10.70% | -1.38% | +58.73% | +61.66% | +283.65% | +24,000.50% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 3 | 0 |
| Buy | 3 | 0 |
| Hold | 8 | -1 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
155.00
-7.2%
|
| Last Quarter | 7 |
163.29
-2.2%
|
| Last Year | 21 |
178.00
+6.6%
|
| All Time | 37 |
161.14
-3.5%
|
-
Revenue growth Financial - Capital Markets: +19.7%+7.9% Q1'26: +12.4% (vs Q1'25)
-
EPS growth Financial - Capital Markets: +35.3%+6.2% Q1'26: +15.3% (vs Q1'25)
-
FCF margin FCF growth · Financial - Capital Markets: +29.5%+14.1% Q1'26: +24.7% (vs Q1'25)
-
EBIT margin Financial - Capital Markets: +33.5%+28.7% Q1'26: +17.2% (vs Q1'25)
-
ROIC Financial - Capital Markets: +4.0%— Q1'26: -146.9% (vs Q1'25)
-
Share dilution Financial - Capital Markets: +0.0%-2.7% ★ Q1'26: -4.6% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Financial - Capital Markets: -0.30×0.96× ★ Q1'26: 1.82× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Sep 1997 actual |
Sep 2000 actual |
Sep 2001 actual |
Sep 2003 actual |
Sep 2004 actual |
Sep 2005 actual |
Sep 2006 actual |
Sep 2007 actual |
Sep 2008 actual |
Sep 2009 actual |
Sep 2010 actual |
Sep 2011 actual |
Sep 2012 actual |
Sep 2013 actual |
Sep 2014 actual |
Sep 2015 actual |
Sep 2016 actual |
Sep 2017 actual |
Sep 2018 actual |
Sep 2019 actual |
Sep 2020 actual |
Sep 2021 actual |
Sep 2022 actual |
Sep 2023 actual |
Sep 2024 actual |
Sep 2025 actual |
Sep 2026 8 Rev. Ana. 8 EPS Ana. |
Sep 2027 7 Rev. Ana. 8 EPS Ana. |
Sep 2028 4 Rev. Ana. 2 EPS Ana. |
Sep 2029 2 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
927.60M
est: 878.10M (+5.6%)
|
1.70B
est: 1.56B (+8.9%)
|
1.67B
est: 1.80B (-7.3%)
|
1.50B
est: 1.46B (+2.8%)
|
1.83B
est: 1.79B (+2.1%)
|
2.16B
est: 2.12B (+1.7%)
|
2.63B
est: 2.60B (+1.1%)
|
3.11B
est: 3.33B (-6.6%)
|
3.20B
est: 2.85B (+12.6%)
|
2.60B
est: 2.98B (-12.8%)
|
2.98B
est: 2.74B (+8.8%)
|
3.29B
est: 3.25B (+1.3%)
|
3.83B
est: 4.05B (-5.4%)
|
4.52B
est: 4.37B (+3.4%)
|
4.87B
est: 4.85B (+0.5%)
|
5.21B
est: 5.19B (+0.4%)
|
5.46B
est: 5.34B (+2.2%)
|
6.45B
est: 6.35B (+1.6%)
|
7.38B
est: 7.28B (+1.4%)
|
7.93B
est: 7.70B (+2.9%)
|
8.07B
est: 7.86B (+2.6%)
|
9.78B
est: 9.63B (+1.5%)
|
11.16B
est: 10.92B (+2.1%)
|
12.84B
est: 11.96B (+7.3%)
|
14.74B
est: 12.68B (+16.2%)
|
15.91B
est: 13.98B (+13.9%)
|
15.58B
15.46B – 15.68B
+11.5% YoY
|
16.80B
16.59B – 16.97B
+7.8% YoY
|
17.86B
17.61B – 18.11B
+6.3% YoY
|
19.41B
19.10B – 19.69B
+8.7% YoY
|
| EBITDA |
173.80M
est: 252.07M (-31.1%)
|
228.53M
est: 407.49M (-43.9%)
|
188.73M
est: 369.77M (-49.0%)
|
156.62M
est: 173.83M (-9.9%)
|
220.95M
est: 269.08M (-17.9%)
|
265.75M
est: 397.61M (-33.2%)
|
361.24M
est: 720.93M (-49.9%)
|
414.86M
est: 968.71M (-57.2%)
|
414.84M
est: 621.59M (-33.3%)
|
270.96M
est: 221.41M (+22.4%)
|
395.67M
est: 443.67M (-10.8%)
|
491.08M
est: 529.84M (-7.3%)
|
519.37M
est: 627.90M (-17.3%)
|
660.27M
est: 688.16M (-4.1%)
|
780.11M
est: 897.99M (-13.1%)
|
882.93M
est: 990.44M (-10.9%)
|
884.33M
est: 882.20M (+0.2%)
|
1.01B
est: 1.10B (-8.6%)
|
1.41B
est: 1.73B (-18.3%)
|
1.49B
est: 1.72B (-13.5%)
|
1.17B
est: 1.11B (+5.4%)
|
1.93B
est: 1.82B (+6.0%)
|
2.17B
est: 2.20B (-1.6%)
|
2.45B
est: 4.63B (-47.2%)
|
2.82B
est: 4.91B (-42.5%)
|
4.76B
est: 5.41B (-12.0%)
|
6.03B
5.98B – 6.07B
+11.5% YoY
|
6.50B
6.42B – 6.56B
+7.8% YoY
|
6.91B
6.81B – 7.01B
+6.3% YoY
|
7.51B
7.39B – 7.62B
+8.7% YoY
|
| EBIT |
160.50M
est: 145.80M (+10.1%)
|
204.68M
est: 90.26M (+126.8%)
|
157.47M
est: 138.74M (+13.5%)
|
138.28M
est: 122.93M (+12.5%)
|
204.12M
est: 138.03M (+47.9%)
|
247.97M
est: 118.05M (+110.1%)
|
342.07M
est: 524.99M (-34.8%)
|
392.22M
est: 671.43M (-41.6%)
|
386.85M
est: 573.56M (-32.6%)
|
236.40M
est: 601.59M (-60.7%)
|
356.14M
est: 551.77M (-35.5%)
|
450.75M
est: 654.58M (-31.1%)
|
467.92M
est: 816.12M (-42.7%)
|
593.91M
est: 881.10M (-32.6%)
|
715.95M
est: 977.33M (-26.7%)
|
814.61M
est: 1.05B (-22.1%)
|
811.94M
est: 1.08B (-24.6%)
|
925.00M
est: 1.28B (-27.7%)
|
1.31B
est: 1.47B (-10.6%)
|
1.38B
est: 1.55B (-11.4%)
|
1.05B
est: 1.58B (-33.6%)
|
1.79B
est: 1.94B (-7.8%)
|
2.02B
est: 2.20B (-8.2%)
|
2.28B
est: 4.50B (-49.4%)
|
2.64B
est: 4.77B (-44.6%)
|
4.56B
est: 5.26B (-13.3%)
|
5.86B
5.82B – 5.90B
+11.5% YoY
|
6.32B
6.24B – 6.38B
+7.8% YoY
|
6.72B
6.63B – 6.81B
+6.3% YoY
|
7.30B
7.19B – 7.41B
+8.7% YoY
|
| Net Income |
98.90M
est: 89.91M (+10.0%)
|
125.20M
est: 106.28M (+17.8%)
|
96.41M
est: 82.74M (+16.5%)
|
86.32M
est: 76.67M (+12.6%)
|
127.58M
est: 121.35M (+5.1%)
|
151.05M
est: 150.30M (+0.5%)
|
214.34M
est: 223.19M (-4.0%)
|
250.43M
est: 250.69M (-0.1%)
|
235.08M
est: 206.55M (+13.8%)
|
152.75M
est: 94.95M (+60.9%)
|
228.28M
est: 225.35M (+1.3%)
|
278.35M
est: 255.67M (+8.9%)
|
295.87M
est: 297.69M (-0.6%)
|
367.15M
est: 344.68M (+6.5%)
|
480.25M
est: 466.26M (+3.0%)
|
502.14M
est: 506.92M (-0.9%)
|
529.35M
est: 481.24M (+10.0%)
|
636.00M
est: 539.89M (+17.8%)
|
857.00M
est: 1.02B (-16.1%)
|
1.03B
est: 1.02B (+1.6%)
|
818.00M
est: 683.04M (+19.8%)
|
1.40B
est: 1.25B (+12.4%)
|
1.51B
est: 1.41B (+6.7%)
|
1.74B
est: 1.77B (-1.6%)
|
2.07B
est: 1.97B (+5.0%)
|
2.14B
est: 2.14B (-0.2%)
|
2.44B
2.40B – 2.49B
+14.2% YoY
|
2.85B
2.67B – 3.02B
+16.5% YoY
|
3.20B
2.84B – 3.56B
+12.5% YoY
|
3.86B
3.78B – 3.93B
+20.5% YoY
|
| SGA |
537.40M
est: 502.74M (+6.9%)
|
1.01B
est: 864.54M (+16.7%)
|
1.02B
est: 1.09B (-6.0%)
|
1.03B
est: 927.22M (+11.6%)
|
1.27B
est: 1.16B (+9.5%)
|
1.43B
est: 1.40B (+2.2%)
|
1.60B
est: 1.61B (-0.4%)
|
1.77B
est: 1.87B (-5.3%)
|
2.21B
est: 1.64B (+34.7%)
|
1.93B
est: 1.69B (+14.3%)
|
2.14B
est: 1.98B (+8.2%)
|
2.50B
est: 2.34B (+7.0%)
|
2.93B
est: 2.95B (-0.7%)
|
3.44B
est: 3.13B (+9.7%)
|
3.71B
est: 3.58B (+3.6%)
|
3.95B
est: 4.22B (-6.3%)
|
4.05B
est: 3.58B (+13.3%)
|
4.68B
est: 4.21B (+11.1%)
|
5.33B
est: 5.66B (-5.9%)
|
5.65B
est: 5.56B (+1.7%)
|
5.99B
est: 5.03B (+19.1%)
|
6.58B
est: 6.13B (+7.4%)
|
7.33B
est: 7.09B (+3.3%)
|
7.30B
est: 6.96B (+4.8%)
|
8.21B
est: 7.38B (+11.2%)
|
7.24B
est: 8.14B (-11.0%)
|
9.07B
9.00B – 9.13B
+11.5% YoY
|
9.78B
9.66B – 9.88B
+7.8% YoY
|
10.40B
10.25B – 10.54B
+6.3% YoY
|
11.30B
11.12B – 11.46B
+8.7% YoY
|
| EPS |
0.62
est: 0.56 (+10.7%)
|
0.80
est: 0.95 (-15.3%)
|
0.60
est: 0.89 (-32.6%)
|
0.53
est: 0.62 (-14.5%)
|
0.77
est: 1.06 (-27.0%)
|
0.91
est: 1.31 (-30.5%)
|
1.27
est: 1.74 (-27.0%)
|
1.45
est: 2.17 (-33.2%)
|
1.35
est: 1.66 (-18.7%)
|
0.87
est: 0.80 (+9.4%)
|
1.28
est: 1.59 (-19.5%)
|
1.47
est: 1.96 (-25.0%)
|
1.48
est: 2.40 (-38.3%)
|
1.76
est: 2.56 (-31.3%)
|
2.29
est: 3.10 (-26.1%)
|
2.34
est: 2.31 (+1.2%)
|
2.48
est: 2.36 (+5.0%)
|
2.96
est: 3.34 (-11.5%)
|
3.93
est: 4.41 (-11.0%)
|
4.88
est: 4.88 (+0.1%)
|
3.96
est: 3.78 (+4.9%)
|
6.81
est: 6.66 (+2.3%)
|
7.16
est: 7.33 (-2.3%)
|
8.16
est: 8.47 (-3.7%)
|
9.94
est: 9.52 (+4.4%)
|
10.53
est: 10.38 (+1.4%)
|
11.88
11.60 – 12.05
+14.4% YoY
|
13.51
12.93 – 14.62
+13.7% YoY
|
15.50
13.77 – 17.23
+14.7% YoY
|
18.67
18.28 – 19.02
+20.5% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-28 | TD Cowen | Hold | Hold | Maintain |
| 2026-04-28 | Morgan Stanley | Equal Weight | Equal Weight | Maintain |
| 2026-04-23 | BMO Capital | Market Perform | Market Perform | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-27 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-26 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-22 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-21 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-20 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-19 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-18 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-15 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-14 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-13 | B | 3/5 | 3/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-12 | B | 3/5 | 3/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-11 | B | 3/5 | 3/5 | 5/5 | 4/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-08 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-07 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-06 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-05 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-04 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-01 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-30 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-29 | B- | 2/5 | 4/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-28 | B- | 2/5 | 4/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-27 | B- | 2/5 | 4/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-24 | B- | 2/5 | 4/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-23 | B- | 2/5 | 4/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-22 | B- | 2/5 | 4/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-17 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-15 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 2/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group - 23-1945930 | 21.36M | 10.29% | — | 296.1K | 20.60M | 756.8K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 2 | Thomas A. James | 19.99M | 9.60% | 19.82M | 176.2K | 19.82M | — | IN | — | 2022-02-11 | ↗ |
| 3 | (1) BlackRock, Inc. | 13.63M | 6.60% | — | — | 13.63M | — | HC | Delaware | 2024-10-22 | ↗ |
| 4 | PRIMECAP Management Company | 13.06M | 6.07% | 12.49M | — | 13.06M | — | IA | 177 E. Colorado Blvd., 11th Floor, Pasadena, CA 91105 | 2023-02-09 | ↗ |
| 5 | Wellington Group Holdings LLP | 11.29M | 5.41% | — | 10.37M | — | — | HC | Delaware | 2024-02-08 | ↗ |
| 6 | Wellington Investment Advisors Holdings LLP | 11.29M | 5.41% | — | 10.37M | — | — | HC | Delaware | 2024-02-08 | ↗ |
| 7 | Wellington Management Group LLP | 11.29M | 5.41% | — | 10.37M | — | — | HC | Massachusetts | 2024-02-08 | ↗ |
| 8 | persons ( | 4.10M | 5.60% | 2.42M | 926.1K | 4.10M | — | IA | Number | 2005-02-14 | ↗ |
| 9 | 943112180 | 2.51M | 2.09% | 2.05M | — | 2.51M | — | BK | U.S.A. | 2009-02-03 | ↗ |
| 10 | BARCLAYS GLOBAL FUND ADVISORS | 1.89M | 1.57% | 1.35M | — | 1.89M | — | IA | U.S.A. | 2009-02-03 | ↗ |
| 11 | 04-2507163) | 741.6K | 3.55% | 80.1K | — | 741.6K | — | HC | Commonwealth of Massachusetts | 1997-02-12 | ↗ |
| 12 | Abigail P. Johnson | 741.6K | 3.55% | — | — | 741.6K | — | IN | United States of America | 1997-02-12 | ↗ |
| 13 | Edward C. Johnson 3d | 741.6K | 3.55% | — | — | 741.6K | — | IN | United States of America | 1997-02-12 | ↗ |
| 14 | BARCLAYS GLOBAL INVESTORS, LTD | 71.6K | 0.06% | 4.6K | — | 71.6K | — | FI | England | 2009-02-03 | ↗ |
| 15 | BARCLAYS GLOBAL INVESTORS JAPAN LIMITED | 13.7K | 0.01% | 13.7K | — | 13.7K | — | FI | Japan | 2009-02-03 | ↗ |
| 16 | BARCLAYS GLOBAL INVESTORS AUSTRALIA LIMITED | 6.7K | 0.01% | 6.7K | — | 6.7K | — | FI | Australia | 2009-02-03 | ↗ |
| 17 | BARCLAYS GLOBAL INVESTORS CANADA LIMITED | 3.0K | 0.00% | 3.0K | — | 3.0K | — | FI | Canada | 2009-02-03 | ↗ |
| 18 | BARCLAYS GLOBAL INVESTORS (DEUTSCHLAND) AG | — | 0.00% | — | — | — | — | FI | Germany | 2009-02-03 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 178.9K +178.9K (+100.0%) | 28.73B +28.7B (+100.0%) | 0.09% +0.091 pp | 0.04% +0.043 pp | USD160.59 +0.0% | 1 qtrs NEW |
| 2 | VANGUARD GROUP INC | 21.75M -133.4K (-0.6%) | 3.49B -284.2M (-7.5%) | 11.03% +0.159 pp | 0.05% -0.006 pp | USD46.75 +243.5% | 84 qtrs — |
| 3 | BLACKROCK, INC. | 14.16M -386.4K (-2.7%) | 2.27B -236.8M (-9.4%) | 7.19% -0.046 pp | 0.04% -0.006 pp | USD124.78 +28.7% | 6 qtrs — |
| 4 | PRIMECAP MANAGEMENT CO/CA/ | 9.34M -304.2K (-3.2%) | 1.50B -164.7M (-9.9%) | 4.74% -0.055 pp | 1.14% -0.140 pp | USD75.48 +112.8% | 29 qtrs — |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | 8.69M -324.6K (-3.6%) | 1.40B -160.4M (-10.3%) | 4.41% -0.071 pp | 0.24% -0.028 pp | USD98.25 +63.5% | 48 qtrs — |
| 6 | STATE STREET CORP | 7.91M -122.4K (-1.5%) | 1.27B -116.1M (-8.4%) | 4.01% +0.021 pp | 0.04% -0.006 pp | USD55.08 +191.6% | 51 qtrs — |
| 7 | FMR LLC | 5.71M -79.2K (-1.4%) | 916.39M -82.2M (-8.2%) | 2.90% +0.020 pp | 0.05% -0.005 pp | USD88.45 +81.6% | 70 qtrs — |
| 8 | JPMORGAN CHASE & CO | 5.31M -533.2K (-9.1%) | 853.48M -155.9M (-15.4%) | 2.70% -0.210 pp | 0.05% -0.007 pp | USD108.09 +48.6% | 51 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 4.55M -10.5K (-0.2%) | 727.91M -56.1M (-7.2%) | 2.31% +0.042 pp | 0.04% -0.005 pp | USD66.84 +140.3% | 78 qtrs — |
| 10 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 3.46M -185.5K (-5.1%) | 555.28M -73.5M (-11.7%) | 1.75% -0.057 pp | 0.35% -0.034 pp | USD105.27 +52.6% | 14 qtrs — |
| 11 | FIRST TRUST ADVISORS LP | 3.07M +474.5K (+18.3%) | 493.33M +45.0M (+10.0%) | 1.56% +0.268 pp | 0.36% +0.025 pp | USD146.03 +10.0% | 51 qtrs — |
| 12 | VICTORY CAPITAL MANAGEMENT INC | 2.79M +21.9K (+0.8%) | 447.38M -29.7M (-6.2%) | 1.41% +0.040 pp | 0.25% -0.027 pp | USD141.94 +13.1% | 43 qtrs — |
| 13 | MORGAN STANLEY | 2.62M -48.9K (-1.8%) | 420.94M -39.9M (-8.7%) | 1.33% +0.003 pp | 0.03% -0.003 pp | USD123.52 +30.0% | 51 qtrs — |
| 14 | DIMENSIONAL FUND ADVISORS LP | 2.36M +897.0 (+0.0%) | 378.74M -28.2M (-6.9%) | 1.20% +0.025 pp | 0.08% -0.008 pp | USD79.40 +102.3% | 51 qtrs — |
| 15 | INVESCO LTD. | 2.34M +254.8K (+12.2%) | 375.54M +15.9M (+4.4%) | 1.19% +0.151 pp | 0.06% +0.001 pp | USD101.95 +57.5% | 57 qtrs — |
| 16 | EARNEST PARTNERS LLC | 2.32M -154.4K (-6.2%) | 372.15M -54.5M (-12.8%) | 1.18% -0.053 pp | 1.59% -0.256 pp | USD58.51 +174.5% | 51 qtrs — |
| 17 | BANK OF AMERICA CORP /DE/ | 2.23M +232.1K (+11.6%) | 358.04M +13.3M (+3.9%) | 1.13% +0.138 pp | 0.03% +0.003 pp | USD88.15 +82.2% | 52 qtrs — |
| 18 | NORGES BANK | 2.02M +2.0M (+100.0%) | 324.26M +324.3M (+100.0%) | 1.02% +1.025 pp | 0.03% +0.035 pp | USD160.59 +0.0% | 1 qtrs NEW |
| 19 | NORTHERN TRUST CORP | 1.95M -108.3K (-5.3%) | 312.81M -42.1M (-11.9%) | 0.99% -0.034 pp | 0.04% -0.006 pp | USD62.04 +158.8% | 51 qtrs — |
| 20 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.93M -75.4K (-3.8%) | 310.25M -36.2M (-10.5%) | 0.98% -0.018 pp | 0.10% -0.007 pp | USD73.08 +119.7% | 40 qtrs — |
| 21 | GOLDMAN SACHS GROUP INC | 1.85M -63.4K (-3.3%) | 296.89M -33.2M (-10.0%) | 0.94% -0.012 pp | 0.04% -0.004 pp | USD110.83 +44.9% | 73 qtrs — |
| 22 | UBS ASSET MANAGEMENT AMERICAS INC | 1.41M -45.4K (-3.1%) | 225.89M -24.7M (-9.9%) | 0.71% -0.008 pp | 0.05% -0.007 pp | USD107.40 +49.5% | 56 qtrs — |
| 23 | BANK OF NEW YORK MELLON CORP | 1.20M +216.9K (+22.0%) | 192.99M +23.0M (+13.5%) | 0.61% +0.120 pp | 0.03% +0.001 pp | USD70.92 +126.4% | 66 qtrs — |
| 24 | LEGAL & GENERAL GROUP PLC | 1.19M -60.0K (-4.8%) | 191.33M -24.7M (-11.4%) | 0.60% -0.018 pp | 0.04% -0.006 pp | USD65.33 +145.8% | 61 qtrs — |
| 25 | HSBC HOLDINGS PLC | 1.13M -165.9K (-12.8%) | 182.38M -42.1M (-18.7%) | 0.58% -0.071 pp | 0.09% -0.031 pp | USD131.02 +22.6% | 54 qtrs — |
| 26 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.10M +8.6K (+0.8%) | 176.19M -11.7M (-6.2%) | 0.56% +0.016 pp | 0.03% -0.003 pp | USD64.33 +149.6% | 100 qtrs — |
| 27 | AQR CAPITAL MANAGEMENT LLC | 1.10M +313.6K (+40.0%) | 176.12M +41.0M (+30.3%) | 0.56% +0.167 pp | 0.09% +0.006 pp | USD150.74 +6.5% | 64 qtrs — |
| 28 | HARFST & ASSOCIATES, INC. | 1.07M +36.2K (+3.5%) | 171.37M -6.6M (-3.7%) | 0.54% +0.029 pp | 30.90% -1.918 pp | USD44.85 +258.1% | 43 qtrs — |
| 29 | SEI INVESTMENTS CO | 987.6K +55.0K (+5.9%) | 158.60M -2.4M (-1.5%) | 0.50% +0.038 pp | 0.16% -0.017 pp | USD106.41 +50.9% | 45 qtrs — |
| 30 | UBS GROUP AG | 841.9K +227.8K (+37.1%) | 135.19M +29.2M (+27.6%) | 0.43% +0.122 pp | 0.02% +0.005 pp | USD131.11 +22.5% | 45 qtrs — |
| 31 | PRUDENTIAL FINANCIAL INC | 819.1K +148.7K (+22.2%) | 131.54M +15.8M (+13.7%) | 0.42% +0.082 pp | 0.16% +0.021 pp | USD145.09 +10.7% | 85 qtrs — |
| 32 | MERCER GLOBAL ADVISORS INC /ADV | 792.2K -104.9K (-11.7%) | 127.21M -27.6M (-17.8%) | 0.40% -0.044 pp | 0.19% -0.065 pp | USD105.79 +51.8% | 28 qtrs — |
| 33 | RAYMOND JAMES FINANCIAL INC | 736.5K -14.4K (-1.9%) | 118.27M -11.3M (-8.7%) | 0.37% +0.000 pp | 0.04% -0.005 pp | USD153.74 +4.5% | 5 qtrs — |
| 34 | NUVEEN, LLC | 724.6K -17.1K (-2.3%) | 116.36M -11.6M (-9.1%) | 0.37% -0.001 pp | 0.03% -0.003 pp | USD138.91 +15.6% | 4 qtrs — |
| 35 | BARCLAYS PLC | 724.3K -122.9K (-14.5%) | 116.31M +12.6M (+12.1%) | 0.37% -0.054 pp | 0.03% +0.001 pp | USD118.72 +35.3% | 51 qtrs — |
| 36 | FRANKLIN RESOURCES INC | 677.6K +70.8K (+11.7%) | 108.81M +4.1M (+3.9%) | 0.34% +0.042 pp | 0.03% +0.001 pp | USD131.92 +21.7% | 28 qtrs — |
| 37 | PRINCIPAL FINANCIAL GROUP INC | 572.8K -3.2K (-0.5%) | 91.99M -7.4M (-7.5%) | 0.29% +0.004 pp | 0.05% -0.003 pp | USD53.36 +201.0% | 81 qtrs — |
| 38 | PNC FINANCIAL SERVICES GROUP, INC. | 571.9K -9.5K (-1.6%) | 91.84M -8.5M (-8.5%) | 0.29% +0.001 pp | 0.05% -0.011 pp | USD148.38 +8.2% | 51 qtrs — |
| 39 | DEUTSCHE BANK AG\ | 570.5K -26.8K (-4.5%) | 91.61M -11.5M (-11.1%) | 0.29% -0.007 pp | 0.03% -0.005 pp | USD87.30 +84.0% | 50 qtrs — |
| 40 | QUBE RESEARCH & TECHNOLOGIES LTD | 547.6K +248.4K (+83.0%) | 87.94M +36.3M (+70.3%) | 0.28% +0.129 pp | 0.09% +0.036 pp | USD147.93 +8.6% | 10 qtrs — |
| 41 | CONGRESS ASSET MANAGEMENT CO /MA | 514.3K -124.8K (-19.5%) | 82.59M -27.7M (-25.1%) | 0.26% -0.057 pp | 0.58% -0.153 pp | USD46.54 +245.1% | 51 qtrs — |
| 42 | ENVESTNET ASSET MANAGEMENT INC | 511.5K -107.4K (-17.4%) | 82.15M -24.7M (-23.1%) | 0.26% -0.048 pp | 0.02% -0.006 pp | USD110.69 +45.1% | 51 qtrs — |
| 43 | ALLIANCEBERNSTEIN L.P. | 491.9K +117.7K (+31.5%) | 79.00M +14.4M (+22.3%) | 0.25% +0.064 pp | 0.02% +0.005 pp | USD130.62 +22.9% | 61 qtrs — |
| 44 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 449.1K -21.6K (-4.6%) | 72.12M -9.1M (-11.2%) | 0.23% -0.006 pp | 0.04% -0.004 pp | USD49.40 +225.1% | 51 qtrs — |
| 45 | BNP PARIBAS ARBITRAGE, SNC | 437.7K +29.5K (+7.2%) | 70.29M -172.7K (-0.2%) | 0.22% +0.019 pp | 0.03% -0.006 pp | USD129.60 +23.9% | 51 qtrs — |
| 46 | CITIGROUP INC | 436.8K +61.2K (+16.3%) | 70.15M +5.3M (+8.2%) | 0.22% +0.035 pp | 0.03% +0.002 pp | USD137.95 +16.4% | 108 qtrs — |
| 47 | — | 404.5K -232.0 (-0.1%) | 65.76M -4.1M (-5.9%) | 0.21% +0.004 pp | 1.60% -0.153 pp | USD172.60 -7.0% | 2 qtrs — |
| 48 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 387.5K +15.4K (+4.1%) | 63.39M -830.0K (-1.3%) | 0.20% +0.012 pp | 0.04% -0.003 pp | USD113.29 +41.8% | 51 qtrs — |
| 49 | FISHER ASSET MANAGEMENT, LLC | 392.7K +25.4K (+6.9%) | 63.06M -330.2K (-0.5%) | 0.20% +0.017 pp | 0.02% -0.001 pp | USD52.05 +208.5% | 57 qtrs — |
| 50 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 392.0K -29.1K (-6.9%) | 62.95M -9.7M (-13.4%) | 0.20% -0.010 pp | 0.43% -0.048 pp | USD103.67 +54.9% | 26 qtrs — |
| 51 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 383.9K -83.1K (-17.8%) | 61.65M -18.9M (-23.5%) | 0.19% -0.037 pp | 0.10% -0.043 pp | USD159.26 +0.8% | 9 qtrs — |
| 52 | CANADA PENSION PLAN INVESTMENT BOARD | 378.8K +54.9K (+17.0%) | 60.83M +4.9M (+8.8%) | 0.19% +0.031 pp | 0.04% +0.001 pp | USD145.56 +10.3% | 9 qtrs — |
| 53 | PRICE T ROWE ASSOCIATES INC /MD/ | 368.0K -9.2K (-2.4%) | 59.10M -6.0M (-9.2%) | 0.19% -0.001 pp | 0.01% -0.001 pp | USD106.43 +50.9% | 75 qtrs — |
| 54 | WELLS FARGO & COMPANY/MN | 358.7K -10.5K (-2.8%) | 57.60M -6.1M (-9.6%) | 0.18% -0.002 pp | 0.01% -0.002 pp | USD75.54 +112.6% | 57 qtrs — |
| 55 | AMUNDI | 351.2K -6.6K (-1.8%) | 56.40M -3.6M (-6.0%) | 0.18% +0.000 pp | 0.02% -0.004 pp | USD99.22 +61.9% | 19 qtrs — |
| 56 | PALISADE CAPITAL MANAGEMENT, LP | 349.9K -28.2K (-7.4%) | 56.19M -9.1M (-13.9%) | 0.18% -0.010 pp | 1.67% -0.107 pp | USD42.67 +276.4% | 55 qtrs — |
| 57 | RHUMBLINE ADVISERS | 346.8K -9.4K (-2.6%) | 55.70M -5.8M (-9.4%) | 0.18% -0.001 pp | 0.05% -0.004 pp | USD66.39 +141.9% | 55 qtrs — |
| 58 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 338.5K -2.7K (-0.8%) | 54.36M -4.5M (-7.7%) | 0.17% +0.002 pp | 0.03% -0.004 pp | USD60.84 +164.0% | 58 qtrs — |
| 59 | NATIXIS ADVISORS, L.P. | 329.5K +13.6K (+4.3%) | 52.91M -1.6M (-3.0%) | 0.17% +0.010 pp | 0.08% -0.005 pp | USD108.49 +48.0% | 57 qtrs — |
| 60 | NEW YORK STATE COMMON RETIREMENT FUND | 324.1K -1.1K (-0.3%) | 52.05M -4.1M (-7.3%) | 0.16% +0.003 pp | 0.07% -0.003 pp | USD65.33 +145.8% | 99 qtrs — |
| 61 | AMERIPRISE FINANCIAL INC | 320.5K -117.3K (-26.8%) | 51.47M -24.1M (-31.9%) | 0.16% -0.055 pp | 0.01% -0.006 pp | USD123.36 +30.2% | 55 qtrs — |
| 62 | MAN GROUP PLC | 313.4K +268.8K (+602.7%) | 50.32M +42.6M (+553.8%) | 0.16% +0.137 pp | 0.09% +0.072 pp | USD157.11 +2.2% | 13 qtrs — |
| 63 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 311.5K +311.5K (+100.0%) | 50.04M +50.0M (+100.0%) | 0.16% +0.158 pp | 0.06% +0.057 pp | USD160.59 +0.0% | 44 qtrs — |
| 64 | TD ASSET MANAGEMENT INC | 306.8K -17.2K (-5.3%) | 49.28M -6.7M (-11.9%) | 0.16% -0.005 pp | 0.04% -0.006 pp | USD91.96 +74.6% | 49 qtrs — |
| 65 | NATIONAL PENSION SERVICE | 294.1K +13.3K (+4.7%) | 47.23M -1.2M (-2.6%) | 0.15% +0.010 pp | 0.04% -0.003 pp | USD89.13 +80.2% | 23 qtrs — |
| 66 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 287.0K -23.6K (-7.6%) | 46.09M -7.5M (-14.0%) | 0.15% -0.009 pp | 0.01% -0.001 pp | USD135.71 +18.3% | 51 qtrs — |
| 67 | MILLENNIUM MANAGEMENT LLC | 282.6K -1.1M (-79.9%) | 45.38M -197.4M (-81.3%) | 0.14% -0.556 pp | 0.02% -0.085 pp | USD170.73 -5.9% | 38 qtrs — |
| 68 | CLEARBRIDGE INVESTMENTS, LLC | 279.2K -8.7K (-3.0%) | 44.84M -4.9M (-9.8%) | 0.14% -0.001 pp | 0.04% -0.002 pp | USD119.88 +34.0% | 16 qtrs — |
| 69 | BANK OF MONTREAL /CAN/ | 277.9K -13.5K (-4.6%) | 44.62M -5.7M (-11.3%) | 0.14% -0.004 pp | 0.02% -0.004 pp | USD114.91 +39.8% | 51 qtrs — |
| 70 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 276.5K +8.8K (+3.3%) | 44.40M -1.8M (-3.9%) | 0.14% +0.007 pp | 0.04% -0.003 pp | USD49.41 +225.0% | 52 qtrs — |
| 71 | DAVIS ASSET MANAGEMENT, L.P. | 270.0K +— (+0.0%) | 43.36M -3.2M (-7.0%) | 0.14% +0.003 pp | 1.55% -0.106 pp | USD98.82 +62.5% | 14 qtrs — |
| 72 | STERLING CAPITAL MANAGEMENT LLC | 265.9K -115.3K (-30.3%) | 42.70M -23.1M (-35.1%) | 0.13% -0.055 pp | 0.69% -0.270 pp | USD131.17 +22.4% | 6 qtrs — |
| 73 | DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 258.4K -6.0K (-2.3%) | 41.50M -4.1M (-9.1%) | 0.13% 0.000 pp | 2.02% -0.260 pp | USD38.33 +319.0% | 56 qtrs — |
| 74 | ROYAL BANK OF CANADA | 253.1K +9.4K (+3.9%) | 40.64M -1.4M (-3.4%) | 0.13% +0.007 pp | 0.01% 0.000 pp | USD111.20 +44.4% | 51 qtrs — |
| 75 | AMERICAN CENTURY COMPANIES INC | 243.1K -41.5K (-14.6%) | 39.04M -10.1M (-20.5%) | 0.12% -0.018 pp | 0.02% -0.005 pp | USD142.25 +12.9% | 24 qtrs — |
| 76 | CBOE VEST FINANCIAL, LLC | 238.3K -59.8K (-20.1%) | 38.26M -13.2M (-25.6%) | 0.12% -0.027 pp | 0.49% -0.187 pp | USD143.58 +11.8% | 4 qtrs — |
| 77 | PRANA CAPITAL MANAGEMENT, LP | 232.8K +232.8K (+100.0%) | 37.38M +37.4M (+100.0%) | 0.12% +0.118 pp | 1.36% +1.355 pp | USD160.59 +0.0% | 1 qtrs NEW |
| 78 | WORLDQUANT MILLENNIUM ADVISORS LLC | 213.2K +204.4K (+2,313.9%) | 34.24M +32.7M (+2,145.9%) | 0.11% +0.104 pp | 0.13% +0.126 pp | USD161.09 -0.3% | 2 qtrs — |
| 79 | PREMIER FUND MANAGERS LTD | 202.9K -48.6K (-19.3%) | 33.00M -11.4M (-25.6%) | 0.10% -0.022 pp | 1.90% +0.077 pp | USD87.99 +82.5% | 19 qtrs — |
| 80 | KOREA INVESTMENT CORP | 205.0K +32.4K (+18.7%) | 32.93M +3.1M (+10.5%) | 0.10% +0.018 pp | 0.06% +0.004 pp | USD138.92 +15.6% | 20 qtrs — |
| 81 | SCHRODER INVESTMENT MANAGEMENT GROUP | 200.5K -3.6K (-1.7%) | 32.59M -3.4M (-9.5%) | 0.10% +0.000 pp | 0.03% -0.003 pp | USD100.64 +59.6% | 51 qtrs — |
| 82 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 197.4K +193.2K (+4,559.9%) | 31.70M +31.0M (+4,235.6%) | 0.10% +0.098 pp | 0.08% +0.081 pp | USD160.44 +0.1% | 3 qtrs — |
| 83 | WALLEYE CAPITAL LLC | 187.3K +186.6K (+24,356.5%) | 30.08M +30.0M (+22,654.7%) | 0.10% +0.095 pp | 0.09% +0.092 pp | USD160.64 0.0% | 7 qtrs — |
| 84 | ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 185.7K +144.0K (+345.8%) | 29.82M +22.6M (+314.8%) | 0.09% +0.074 pp | 0.04% +0.032 pp | USD157.17 +2.2% | 37 qtrs — |
| 85 | BAIRD FINANCIAL GROUP, INC. | 184.8K -40.2K (-17.9%) | 29.68M -9.2M (-23.6%) | 0.09% -0.018 pp | 0.05% -0.016 pp | USD122.86 +30.7% | 35 qtrs — |
| 86 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 177.2K -5.7K (-3.1%) | 28.45M -3.1M (-9.9%) | 0.09% -0.001 pp | 0.06% -0.006 pp | USD39.64 +305.1% | 51 qtrs — |
| 87 | VINVA INVESTMENT MANAGEMENT LTD | 174.7K +159.2K (+1,025.7%) | 28.40M +25.7M (+937.1%) | 0.09% +0.081 pp | 0.35% +0.300 pp | USD161.66 -0.7% | 8 qtrs — |
| 88 | DANSKE BANK A/S | 174.5K +26.9K (+18.2%) | 28.02M +2.5M (+10.0%) | 0.09% +0.015 pp | 0.07% +0.002 pp | USD140.04 +14.7% | 8 qtrs — |
| 89 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 172.2K +124.0K (+257.3%) | 27.65M +19.3M (+232.5%) | 0.09% +0.063 pp | 0.11% +0.073 pp | USD151.68 +5.9% | 21 qtrs — |
| 90 | ILLINOIS MUNICIPAL RETIREMENT FUND | 170.8K +132.0 (+0.1%) | 27.44M -2.0M (-6.9%) | 0.09% +0.002 pp | 0.34% -0.033 pp | USD122.79 +30.8% | 23 qtrs — |
| 91 | AVIVA PLC | 164.4K +8.9K (+5.7%) | 26.39M -441.9K (-1.6%) | 0.08% +0.006 pp | 0.04% -0.004 pp | USD134.16 +19.7% | 36 qtrs — |
| 92 | ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 162.4K +38.9K (+31.5%) | 26.08M +4.8M (+22.3%) | 0.08% +0.021 pp | 0.06% +0.007 pp | USD147.83 +8.6% | 51 qtrs — |
| 93 | QUANTINNO CAPITAL MANAGEMENT LP | 158.7K +43.9K (+38.3%) | 25.49M +5.7M (+28.6%) | 0.08% +0.024 pp | 0.05% -0.003 pp | USD150.59 +6.6% | 20 qtrs — |
| 94 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 158.7K -11.6K (-6.8%) | 25.48M -3.9M (-13.3%) | 0.08% -0.004 pp | 0.05% -0.006 pp | USD52.23 +207.5% | 51 qtrs — |
| 95 | FIL LTD | 158.5K +5.1K (+3.3%) | 25.45M -1.0M (-3.9%) | 0.08% +0.004 pp | 0.02% -0.002 pp | USD120.15 +33.7% | 16 qtrs — |
| 96 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 155.4K +55.9K (+56.2%) | 24.96M +7.8M (+45.4%) | 0.08% +0.029 pp | 1.01% +0.307 pp | USD121.37 +32.3% | 12 qtrs — |
| 97 | NICHOLAS COMPANY, INC. | 154.8K -40.0 (0.0%) | 24.85M -1.9M (-7.0%) | 0.08% +0.002 pp | 0.44% -0.018 pp | USD37.04 +333.6% | 68 qtrs — |
| 98 | TRUIST FINANCIAL CORP | 154.6K -24.4K (-13.6%) | 24.83M -6.1M (-19.6%) | 0.08% -0.011 pp | 0.03% -0.009 pp | USD133.75 +20.1% | 25 qtrs — |
| 99 | APG ASSET MANAGEMENT N.V. | 152.8K -37.7K (-19.8%) | 20.89M -7.1M (-25.3%) | 0.08% -0.017 pp | 0.06% -0.019 pp | USD86.68 +85.3% | 26 qtrs — |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2027-12-15 | Haynes Morgan Tarazeta J | Officer | — | — | Restricted Stock Units | 407 | 0.00 | — | 0 | D | ↗ |
| 2027-12-06 | Helal Tarek | Officer | — | — | Restricted Stock Units | 679 | 0.00 | — | 0 | D | ↗ |
| 2027-12-06 | Campagnoli Vincent | Officer | — | — | Restricted Stock Units | 4,929 | 0.00 | — | 0 | D | ↗ |
| 2026-03-19 | Allaire Bella Loykhter | Officer | S-Sale | D | Common Stock | 29,551 | 142.34 | 4.21M | 53,586 | D | ↗ |
| 2026-02-28 | Aisenbrey Christopher S | Officer | M-Exempt | D | Restricted Stock Units | 600 | 0.00 | — | 600 | D | ↗ |
| 2026-02-24 | Edwards Jeffrey N | Director | G-Gift | A | Common Stock | 1,504 | 0.00 | — | 22,008 | I | ↗ |
| 2026-02-19 | Seshadri Raj | Director | A-Award | A | Common Stock | 1,303 | 0.00 | — | 13,782 | D | ↗ |
| 2026-02-19 | Mistarz Cecily | Director | M-Exempt | D | Restricted Stock Units | 250 | 0.00 | — | 1,749 | D | ↗ |
| 2026-02-19 | MCGEARY RODERICK C | Director | A-Award | A | Common Stock | 1,303 | 0.00 | — | 24,354 | D | ↗ |
| 2026-02-19 | MCDANIEL RAYMOND W | Director | A-Award | A | Common Stock | 1,303 | 0.00 | — | 6,113 | D | ↗ |
| 2026-02-19 | Gates Anne | Director | A-Award | A | Common Stock | 1,303 | 0.00 | — | 16,848 | D | ↗ |
| 2026-02-19 | GARCIA ART A | Director | A-Award | A | Common Stock | 1,303 | 0.00 | — | 6,992 | D | ↗ |
| 2026-02-19 | Esty Benjamin | Director | A-Award | A | Common Stock | 1,303 | 0.00 | — | 31,794 | D | ↗ |
| 2026-02-19 | Edwards Jeffrey N | Director | M-Exempt | D | Restricted Stock Units | 1,253 | 0.00 | — | 1,303 | D | ↗ |
| 2026-02-19 | DEBEL MARLENE | Director | M-Exempt | D | Restricted Stock Units | 1,253 | 0.00 | — | 1,303 | D | ↗ |
| 2026-02-19 | Begor Mark W | Director | A-Award | A | Common Stock | 1,303 | 0.00 | — | 2,285 | D | ↗ |
| 2026-02-04 | Santelli Jonathan N | Officer | S-Sale | D | Common Stock | 4,500 | 170.46 | 767.1K | 26,853 | D | ↗ |
| 2026-01-30 | Edwards Jeffrey N | Director | G-Gift | D | Common Stock | 20,505 | 0.00 | — | 9,784 | D | ↗ |
| 2025-12-30 | Helal Tarek | Officer | G-Gift | D | Common Stock | 80 | 0.00 | — | 81 | I | ↗ |
| 2025-12-15 | Shoukry Paul M | Director / Officer | M-Exempt | A | Common Stock | 3,264 | 0.00 | — | 57,420 | D | ↗ |
| 2025-12-15 | Santelli Jonathan N | Officer | F-InKind | D | Common Stock | 837 | 163.85 | 137.1K | 33,707 | D | ↗ |
| 2025-12-15 | Raney Steven M | Officer | A-Award | A | Restricted Stock Units | 3,661 | 0.00 | — | 3,661 | D | ↗ |
| 2025-12-15 | REILLY PAUL C | Director / Officer | F-InKind | D | Common Stock | 11,570 | 163.85 | 1.90M | 504,230 | D | ↗ |
| 2025-12-15 | Oorlog Jonathan W JR | Officer | A-Award | A | Restricted Stock Units | 1,678 | 0.00 | — | 1,678 | D | ↗ |
| 2025-12-15 | Krauss David | Officer | A-Award | A | Restricted Stock Units | 3,661 | 0.00 | — | 3,661 | D | ↗ |
| 2025-12-15 | Helal Tarek | Officer | A-Award | A | Restricted Stock Units | 458 | 0.00 | — | 458 | D | ↗ |
| 2025-12-15 | Haynes Morgan Tarazeta J | Officer | M-Exempt | D | Restricted Stock Units | 898 | 0.00 | — | 779 | D | ↗ |
| 2025-12-15 | Elwyn Tashtego S | Officer | M-Exempt | A | Common Stock | 3,264 | 0.00 | — | 70,889 | D | ↗ |
| 2025-12-15 | Curtis Scott A | Officer | M-Exempt | D | Restricted Stock Units | 4,761 | 0.00 | — | 0 | D | ↗ |
| 2025-12-15 | Campagnoli Vincent | Officer | A-Award | A | Restricted Stock Units | 2,441 | 0.00 | — | 2,441 | D | ↗ |
| 2025-12-15 | Bunn James E | Officer | F-InKind | D | Common Stock | 5,312 | 163.85 | 870.4K | 101,741 | D | ↗ |
| 2025-12-15 | Allaire Bella Loykhter | Officer | A-Award | A | Restricted Stock Units | 3,357 | 0.00 | — | 3,357 | D | ↗ |
| 2025-12-15 | Aisenbrey Christopher S | Officer | A-Award | A | Restricted Stock Units | 671 | 0.00 | — | 671 | D | ↗ |
| 2025-12-12 | Elwyn Tashtego S | Officer | G-Gift | D | Common Stock | 2,703 | 0.00 | — | 36,228 | D | ↗ |
| 2025-12-10 | Campagnoli Vincent | Officer | G-Gift | D | Common Stock | 60 | 0.00 | — | 32,685 | D | ↗ |
| 2025-12-05 | Larson Katherine H | Officer | A-Award | A | Restricted Stock Units | 323 | 0.00 | — | 323 | D | ↗ |
| 2025-12-04 | Haynes Morgan Tarazeta J | Officer | G-Gift | D | Common Stock | 616 | 0.00 | — | 3,993 | D | ↗ |
| 2025-12-04 | Curtis Scott A | Officer | G-Gift | D | Common Stock | 1,022 | 0.00 | — | 173,143 | D | ↗ |
| 2025-12-02 | Shoukry Paul M | Director / Officer | A-Award | A | Common Stock | 7,043 | 0.00 | — | 43,275 | D | ↗ |
| 2025-12-02 | Santelli Jonathan N | Officer | A-Award | A | Common Stock | 2,128 | 0.00 | — | 27,563 | D | ↗ |
| 2025-12-02 | Raney Steven M | Officer | A-Award | A | Common Stock | 1,908 | 0.00 | — | 46,415 | D | ↗ |
| 2025-12-02 | REILLY PAUL C | Director / Officer | A-Award | A | Common Stock | 105,657 | 0.00 | — | 366,204 | D | ↗ |
| 2025-12-02 | Oorlog Jonathan W JR | Officer | M-Exempt | A | Common Stock | 631 | 0.00 | — | 22,515 | D | ↗ |
| 2025-12-02 | Larson Katherine H | Officer | M-Exempt | A | Common Stock | 93 | 0.00 | — | 1,997 | D | ↗ |
| 2025-12-02 | Helal Tarek | Officer | M-Exempt | A | Common Stock | 442 | 0.00 | — | 25,136 | D | ↗ |
| 2025-12-02 | Elwyn Tashtego S | Officer | A-Award | A | Common Stock | 5,429 | 0.00 | — | 38,931 | D | ↗ |
| 2025-12-02 | Curtis Scott A | Officer | A-Award | A | Common Stock | 6,163 | 0.00 | — | 174,165 | D | ↗ |
| 2025-12-02 | Campagnoli Vincent | Officer | M-Exempt | D | Restricted Stock Units | 4,662 | 0.00 | — | 0 | D | ↗ |
| 2025-12-02 | Bunn James E | Officer | A-Award | A | Common Stock | 13,501 | 0.00 | — | 95,450 | D | ↗ |
| 2025-12-02 | Allaire Bella Loykhter | Officer | A-Award | A | Common Stock | 4,256 | 0.00 | — | 80,584 | D | ↗ |
| 2025-12-02 | Aisenbrey Christopher S | Officer | A-Award | A | Common Stock | 763 | 0.00 | — | 16,099 | D | ↗ |
| 2025-11-30 | Shoukry Paul M | Director / Officer | F-InKind | D | Common Stock | 912 | 156.54 | 142.8K | 36,232 | D | ↗ |
| 2025-11-30 | Santelli Jonathan N | Officer | F-InKind | D | Common Stock | 246 | 156.54 | 38.5K | 26,108 | D | ↗ |
| 2025-11-30 | Raney Steven M | Officer | M-Exempt | D | Restricted Stock Units | 1,500 | 0.00 | — | 0 | D | ↗ |
| 2025-11-30 | REILLY PAUL C | Director / Officer | M-Exempt | D | Restricted Stock Units | 3,900 | 0.00 | — | 0 | D | ↗ |
| 2025-11-30 | Oorlog Jonathan W JR | Officer | F-InKind | D | Common Stock | 119 | 156.54 | 18.6K | 22,544 | D | ↗ |
| 2025-11-30 | Larson Katherine H | Officer | M-Exempt | A | Common Stock | 332 | 0.00 | — | 2,322 | D | ↗ |
| 2025-11-30 | Helal Tarek | Officer | M-Exempt | A | Common Stock | 611 | 0.00 | — | 25,440 | D | ↗ |
| 2025-11-30 | Haynes Morgan Tarazeta J | Officer | M-Exempt | A | Common Stock | 347 | 0.00 | — | 4,923 | D | ↗ |
| 2025-11-30 | Elwyn Tashtego S | Officer | M-Exempt | D | Restricted Stock Units | 1,500 | 0.00 | — | 0 | D | ↗ |
| 2025-11-30 | Curtis Scott A | Officer | M-Exempt | D | Restricted Stock Units | 1,500 | 0.00 | — | 0 | D | ↗ |
| 2025-11-30 | Campagnoli Vincent | Officer | M-Exempt | D | Restricted Stock Units | 815 | 0.00 | — | 815 | D | ↗ |
| 2025-11-30 | Bunn James E | Officer | M-Exempt | A | Common Stock | 4,636 | 0.00 | — | 82,863 | D | ↗ |
| 2025-11-30 | Allaire Bella Loykhter | Officer | M-Exempt | D | Restricted Stock Units | 1,264 | 0.00 | — | 1,264 | D | ↗ |
| 2025-11-30 | Aisenbrey Christopher S | Officer | M-Exempt | D | Restricted Stock Units | 900 | 0.00 | — | 0 | D | ↗ |
| 2025-11-21 | Larson Katherine H | Officer | A-Award | A | Restricted Stock Units | 1,652 | 0.00 | — | 1,652 | D | ↗ |
| 2025-11-20 | Raney Steven M | Officer | G-Gift | D | Common Stock | 1,611 | 0.00 | — | 42,351 | D | ↗ |
| 2025-11-05 | Campagnoli Vincent | Officer | G-Gift | D | Common Stock | 949 | 0.00 | — | 26,287 | D | ↗ |
| 2025-08-18 | Haynes Morgan Tarazeta J | Officer | G-Gift | D | Common Stock | 114 | 0.00 | — | 3,631 | D | ↗ |
| 2025-08-12 | Santelli Jonathan N | Officer | G-Gift | D | Common Stock | 300 | 0.00 | — | 22,579 | D | ↗ |
| 2025-05-29 | Allaire Bella Loykhter | Officer | S-Sale | D | Common Stock | 6,570 | 146.61 | 963.2K | 74,586 | D | ↗ |
| 2025-05-21 | Begor Mark W | Director | A-Award | A | Common Stock | 982 | 0.00 | — | 982 | D | ↗ |
| 2025-05-20 | Mistarz Cecily | Director | M-Exempt | A | Common Stock | 1,186 | 0.00 | — | 1,186 | D | ↗ |
| 2025-05-19 | Elwyn Tashtego S | Officer | G-Gift | D | Common Stock | 1,500 | 0.00 | — | 31,708 | D | ↗ |
| 2025-04-28 | Bunn James E | Officer | S-Sale | D | Common Stock | 3,650 | 136.49 | 498.2K | 78,227 | D | ↗ |
| 2025-02-28 | Aisenbrey Christopher S | Officer | F-InKind | D | Common Stock | 470 | 151.73 | 71.3K | 14,129 | D | ↗ |
| 2025-02-20 | Shoukry Paul M | Director / Officer | A-Award | A | Restricted Stock Units | 15,666 | 0.00 | — | 15,666 | D | ↗ |
| 2025-02-20 | Seshadri Raj | Director | M-Exempt | D | Restricted Stock Units | 1,711 | 0.00 | — | 0 | D | ↗ |
| 2025-02-20 | Mistarz Cecily | Director | A-Award | A | Restricted Stock Units | 1,253 | 0.00 | — | 1,253 | D | ↗ |
| 2025-02-20 | MCGEARY RODERICK C | Director | A-Award | A | Common Stock | 1,253 | 0.00 | — | 23,051 | D | ↗ |
| 2025-02-20 | MCDANIEL RAYMOND W | Director | A-Award | A | Common Stock | 1,253 | 0.00 | — | 4,810 | D | ↗ |
| 2025-02-20 | Johnson Gordon L | Director | A-Award | A | Restricted Stock Units | 250 | 0.00 | — | 2,895 | D | ↗ |
| 2025-02-20 | Helal Tarek | Officer | — | — | Common Stock | 0 | 0.00 | — | 22,215 | D | ↗ |
| 2025-02-20 | Haynes Morgan Tarazeta J | Officer | — | — | Common Stock | 0 | 0.00 | — | 3,745 | D | ↗ |
| 2025-02-20 | Gates Anne | Director | A-Award | A | Common Stock | 1,253 | 0.00 | — | 15,545 | D | ↗ |
| 2025-02-20 | GARCIA ART A | Director | A-Award | A | Common Stock | 1,253 | 0.00 | — | 5,689 | D | ↗ |
| 2025-02-20 | Esty Benjamin | Director | A-Award | A | Common Stock | 1,253 | 0.00 | — | 30,491 | D | ↗ |
| 2025-02-20 | Edwards Jeffrey N | Director | A-Award | A | Restricted Stock Units | 1,253 | 0.00 | — | 2,964 | D | ↗ |
| 2025-02-20 | DEBEL MARLENE | Director | M-Exempt | A | Common Stock | 1,711 | 0.00 | — | 7,567 | D | ↗ |
| 2025-02-20 | Campagnoli Vincent | Officer | — | — | Common Stock | 0 | 0.00 | — | 1,156 | I | ↗ |
| 2025-01-31 | Santelli Jonathan N | Officer | S-Sale | D | Common Stock | 4,160 | 168.25 | 699.9K | 22,879 | D | ↗ |
| 2025-01-02 | Shoukry Paul M | Director / Officer | F-InKind | D | Common Stock | 2,033 | 155.33 | 315.8K | 33,916 | D | ↗ |
| 2025-01-02 | Santelli Jonathan N | Officer | F-InKind | D | Common Stock | 593 | 155.33 | 92.1K | 27,039 | D | ↗ |
| 2025-01-02 | Raney Steven M | Officer | F-InKind | D | Common Stock | 541 | 155.33 | 84.0K | 43,843 | D | ↗ |
| 2025-01-02 | REILLY PAUL C | Director / Officer | F-InKind | D | Common Stock | 26,748 | 155.33 | 4.15M | 256,363 | D | ↗ |
| 2025-01-02 | Elwyn Tashtego S | Officer | F-InKind | D | Common Stock | 1,289 | 155.33 | 200.2K | 33,208 | D | ↗ |
| 2025-01-02 | Curtis Scott A | Officer | F-InKind | D | Common Stock | 1,160 | 155.33 | 180.2K | 188,140 | D | ↗ |
| 2025-01-02 | Bunn James E | Officer | F-InKind | D | Common Stock | 8,779 | 155.33 | 1.36M | 81,877 | D | ↗ |
| 2025-01-02 | Allaire Bella Loykhter | Officer | F-InKind | D | Common Stock | 1,063 | 155.33 | 165.1K | 81,156 | D | ↗ |
| 2024-12-15 | Shoukry Paul M | Director / Officer | M-Exempt | A | Common Stock | 4,409 | 0.00 | — | 37,683 | D | ↗ |
| 2024-12-15 | Santelli Jonathan N | Officer | M-Exempt | A | Common Stock | 1,297 | 0.00 | — | 28,142 | D | ↗ |
| 2024-12-15 | Raney Steven M | Officer | F-InKind | D | Common Stock | 537 | 160.49 | 86.2K | 44,384 | D | ↗ |
| 2024-12-15 | REILLY PAUL C | Director / Officer | M-Exempt | A | Common Stock | 29,460 | 0.00 | — | 294,011 | D | ↗ |
| 2024-12-15 | Elwyn Tashtego S | Officer | M-Exempt | D | Restricted Stock Units | 2,982 | 0.00 | — | 0 | D | ↗ |
| 2024-12-15 | Curtis Scott A | Officer | M-Exempt | A | Common Stock | 3,112 | 0.00 | — | 190,451 | D | ↗ |
| 2024-12-15 | Bunn James E | Officer | M-Exempt | D | Restricted Stock Units | 14,523 | 0.00 | — | 0 | D | ↗ |
| 2024-12-15 | Allaire Bella Loykhter | Officer | F-InKind | D | Common Stock | 1,055 | 160.49 | 169.3K | 82,219 | D | ↗ |
| 2024-12-15 | Aisenbrey Christopher S | Officer | M-Exempt | D | Restricted Stock Units | 850 | 0.00 | — | 0 | D | ↗ |
| 2024-12-13 | Shoukry Paul M | Director / Officer | A-Award | A | Restricted Stock Units | 7,950 | 0.00 | — | 7,950 | D | ↗ |
| 2024-12-13 | Santelli Jonathan N | Officer | A-Award | A | Restricted Stock Units | 3,741 | 0.00 | — | 3,741 | D | ↗ |
| 2024-12-13 | Reid Shannon B | Officer | A-Award | A | Restricted Stock Units | 3,741 | 0.00 | — | 3,741 | D | ↗ |
| 2024-12-13 | Raney Steven M | Officer | A-Award | A | Restricted Stock Units | 3,741 | 0.00 | — | 3,741 | D | ↗ |
| 2024-12-13 | REILLY PAUL C | Director / Officer | A-Award | A | Restricted Stock Units | 29,058 | 0.00 | — | 29,058 | D | ↗ |
| 2024-12-13 | Elwyn Tashtego S | Officer | S-Sale | D | Common Stock | 10,000 | 159.47 | 1.59M | 32,688 | D | ↗ |
| 2024-12-13 | Curtis Scott A | Officer | A-Award | A | Restricted Stock Units | 4,053 | 0.00 | — | 4,053 | D | ↗ |
| 2024-12-13 | Coulter James Robert Edward | Director / Officer | A-Award | A | Restricted Stock Units | 723 | 0.00 | — | 723 | D | ↗ |
| 2024-12-13 | Carter Horace | Officer | A-Award | A | Restricted Stock Units | 935 | 0.00 | — | 935 | D | ↗ |
| 2024-12-13 | Bunn James E | Officer | A-Award | A | Restricted Stock Units | 3,741 | 0.00 | — | 3,741 | D | ↗ |
| 2024-12-13 | Allaire Bella Loykhter | Officer | A-Award | A | Restricted Stock Units | 3,741 | 0.00 | — | 3,741 | D | ↗ |
| 2024-12-13 | Aisenbrey Christopher S | Officer | A-Award | A | Restricted Stock Units | 3,741 | 0.00 | — | 3,741 | D | ↗ |
| 2024-12-12 | Shoukry Paul M | Director / Officer | M-Exempt | A | Common Stock | 900 | 0.00 | — | 33,628 | D | ↗ |
| 2024-12-11 | REILLY PAUL C | Director / Officer | G-Gift | D | Common Stock | 18,559 | 0.00 | — | 264,551 | D | ↗ |
| 2024-12-10 | Coulter James Robert Edward | Director / Officer | M-Exempt | D | Restricted Stock Units | 488 | 0.00 | — | 0 | D | ↗ |
| 2024-12-09 | Shoukry Paul M | Director / Officer | G-Gift | D | Common Stock | 1,500 | 0.00 | — | 32,728 | D | ↗ |
| 2024-12-09 | Elwyn Tashtego S | Officer | G-Gift | D | Common Stock | 325 | 0.00 | — | 42,688 | D | ↗ |
| 2024-12-06 | Oorlog Jonathan W JR | Officer | A-Award | A | Restricted Stock Units | 577 | 0.00 | — | 577 | D | ↗ |
| 2024-12-06 | Larson Katherine H | Officer | A-Award | A | Restricted Stock Units | 122 | 0.00 | — | 122 | D | ↗ |
| 2024-12-06 | Krauss David | Officer | A-Award | A | Restricted Stock Units | 679 | 0.00 | — | 679 | D | ↗ |
| 2024-12-05 | Santelli Jonathan N | Officer | S-Sale | D | Common Stock | 3,100 | 165.59 | 513.3K | 26,845 | D | ↗ |
| 2024-12-04 | Reid Shannon B | Officer | G-Gift | D | Common Stock | 315 | 0.00 | — | 8,320 | D | ↗ |
| 2024-12-04 | Carter Horace | Officer | S-Sale | D | Common Stock | 5,000 | 165.03 | 825.1K | 34,603 | D | ↗ |
| 2024-12-03 | Reid Shannon B | Officer | — | D | Restricted Stock Units | 179 | 0.00 | — | 0 | — | ↗ |
| 2024-12-03 | Oorlog Jonathan W JR | Officer | F-InKind | D | Common Stock | 30 | 166.95 | 5.0K | 19,034 | D | ↗ |
| 2024-12-03 | Larson Katherine H | Officer | G-Gift | D | Common Stock | 60 | 0.00 | — | 2,094 | D | ↗ |
| 2024-12-03 | Elwyn Tashtego S | Officer | G-Gift | D | Common Stock | 225 | 0.00 | — | 43,013 | D | ↗ |
| 2024-12-03 | Curtis Scott A | Officer | G-Gift | D | Common Stock | 1,000 | 0.00 | — | 187,339 | D | ↗ |
| 2024-12-03 | Carter Horace | Officer | M-Exempt | A | Common Stock | 7,836 | 0.00 | — | 42,686 | D | ↗ |
| 2024-12-03 | Allaire Bella Loykhter | Officer | S-Sale | D | Common Stock | 3,451 | 165.62 | 571.6K | 80,421 | D | ↗ |
| 2024-12-02 | Raney Steven M | Officer | S-Sale | D | Common Stock | 3,709 | 167.39 | 620.8K | 43,432 | D | ↗ |
| 2024-12-02 | REILLY PAUL C | Director / Officer | S-Sale | D | Common Stock | 50,000 | 167.30 | 8.37M | 283,110 | D | ↗ |
| 2024-11-30 | Shoukry Paul M | Director / Officer | M-Exempt | D | Restricted Stock Units | 1,500 | 0.00 | — | 1,500 | D | ↗ |
| 2024-11-30 | Santelli Jonathan N | Officer | M-Exempt | D | Restricted Stock Units | 1,500 | 0.00 | — | 1,500 | D | ↗ |
| 2024-11-30 | Reid Shannon B | Officer | M-Exempt | D | Restricted Stock Units | 375 | 0.00 | — | 375 | D | ↗ |
| 2024-11-30 | Raney Steven M | Officer | F-InKind | D | Common Stock | 449 | 169.28 | 76.0K | 48,276 | D | ↗ |
| 2024-11-30 | REILLY PAUL C | Director / Officer | M-Exempt | D | Restricted Stock Units | 3,900 | 0.00 | — | 3,900 | D | ↗ |
| 2024-11-30 | Oorlog Jonathan W JR | Officer | M-Exempt | D | Restricted Stock Units | 750 | 0.00 | — | 750 | D | ↗ |
| 2024-11-30 | Larson Katherine H | Officer | M-Exempt | D | Restricted Stock Units | 996 | 0.00 | — | 664 | D | ↗ |
| 2024-11-30 | Elwyn Tashtego S | Officer | F-InKind | D | Common Stock | 1,380 | 169.28 | 233.6K | 43,238 | D | ↗ |
| 2024-11-30 | Curtis Scott A | Officer | M-Exempt | A | Common Stock | 1,500 | 0.00 | — | 190,192 | D | ↗ |
| 2024-11-30 | Carter Horace | Officer | F-InKind | D | Common Stock | 383 | 169.28 | 64.8K | 35,785 | D | ↗ |
| 2024-11-30 | Bunn James E | Officer | M-Exempt | D | Restricted Stock Units | 1,500 | 0.00 | — | 1,500 | D | ↗ |
| 2024-11-30 | Allaire Bella Loykhter | Officer | M-Exempt | A | Common Stock | 1,500 | 0.00 | — | 85,714 | D | ↗ |
| 2024-11-30 | Aisenbrey Christopher S | Officer | M-Exempt | D | Restricted Stock Units | 2,086 | 0.00 | — | 1,390 | D | ↗ |
| 2024-11-29 | Santelli Jonathan N | Officer | G-Gift | D | Common Stock | 355 | 0.00 | — | 24,468 | D | ↗ |
| 2024-11-29 | Raney Steven M | Officer | S-Sale | D | Common Stock | 671 | 170.10 | 114.1K | 54,073 | D | ↗ |
| 2024-11-29 | Elwyn Tashtego S | Officer | G-Gift | D | Common Stock | 1,700 | 0.00 | — | 39,870 | D | ↗ |
| 2024-11-29 | Allaire Bella Loykhter | Officer | S-Sale | D | Common Stock | 1,170 | 169.43 | 198.2K | 80,421 | D | ↗ |
| 2024-11-25 | Shoukry Paul M | Director / Officer | A-Award | A | Common Stock | 7,472 | 0.00 | — | 28,773 | D | ↗ |
| 2024-11-25 | Santelli Jonathan N | Officer | A-Award | A | Common Stock | 2,197 | 0.00 | — | 24,823 | D | ↗ |
| 2024-11-25 | Raney Steven M | Officer | A-Award | A | Common Stock | 2,462 | 0.00 | — | 54,744 | D | ↗ |
| 2024-11-25 | REILLY PAUL C | Director / Officer | A-Award | A | Common Stock | 74,904 | 0.00 | — | 325,475 | D | ↗ |
| 2024-11-25 | Oorlog Jonathan W JR | Officer | A-Award | A | Restricted Stock Units | 1,513 | 0.00 | — | 1,513 | D | ↗ |
| 2024-11-25 | Larson Katherine H | Officer | A-Award | A | Restricted Stock Units | 1,392 | 0.00 | — | 1,392 | D | ↗ |
| 2024-11-25 | Krauss David | Officer | A-Award | A | Restricted Stock Units | 2,421 | 0.00 | — | 2,421 | D | ↗ |
| 2024-11-25 | Elwyn Tashtego S | Officer | A-Award | A | Common Stock | 5,055 | 0.00 | — | 41,570 | D | ↗ |
| 2024-11-25 | Curtis Scott A | Officer | A-Award | A | Common Stock | 5,275 | 0.00 | — | 184,899 | D | ↗ |
| 2024-11-25 | Bunn James E | Officer | A-Award | A | Common Stock | 24,615 | 0.00 | — | 72,502 | D | ↗ |
| 2024-11-25 | Allaire Bella Loykhter | Officer | A-Award | A | Common Stock | 4,835 | 0.00 | — | 81,591 | D | ↗ |
| 2024-11-22 | Shoukry Paul M | Director / Officer | M-Exempt | D | Restricted Stock Units | 1,500 | 0.00 | — | 0 | D | ↗ |
| 2024-11-22 | Santelli Jonathan N | Officer | M-Exempt | D | Restricted Stock Units | 1,500 | 0.00 | — | 0 | D | ↗ |
| 2024-11-22 | Reid Shannon B | Officer | M-Exempt | A | Common Stock | 375 | 0.00 | — | 7,749 | D | ↗ |
| 2024-11-22 | Raney Steven M | Officer | M-Exempt | D | Restricted Stock Units | 1,500 | 0.00 | — | 0 | D | ↗ |
| 2024-11-22 | REILLY PAUL C | Director / Officer | M-Exempt | A | Common Stock | 3,750 | 0.00 | — | 251,958 | D | ↗ |
| 2024-11-22 | Oorlog Jonathan W JR | Officer | F-InKind | D | Common Stock | 146 | 163.78 | 23.9K | 16,234 | D | ↗ |
| 2024-11-22 | Larson Katherine H | Officer | M-Exempt | D | Restricted Stock Units | 450 | 0.00 | — | 0 | D | ↗ |
| 2024-11-22 | Elwyn Tashtego S | Officer | M-Exempt | A | Common Stock | 1,500 | 0.00 | — | 36,880 | D | ↗ |
| 2024-11-22 | Curtis Scott A | Officer | M-Exempt | A | Common Stock | 1,500 | 0.00 | — | 179,954 | D | ↗ |
| 2024-11-22 | Carter Horace | Officer | M-Exempt | A | Common Stock | 750 | 0.00 | — | 31,182 | D | ↗ |
| 2024-11-22 | Bunn James E | Officer | M-Exempt | A | Common Stock | 1,500 | 0.00 | — | 48,477 | D | ↗ |
| 2024-11-22 | Allaire Bella Loykhter | Officer | M-Exempt | A | Common Stock | 1,500 | 0.00 | — | 77,086 | D | ↗ |
| 2024-11-22 | Aisenbrey Christopher S | Officer | M-Exempt | A | Common Stock | 900 | 0.00 | — | 10,243 | D | ↗ |
| 2024-10-01 | Larson Katherine H | Officer | — | — | Common Stock | 0 | 0.00 | — | 662 | D | ↗ |
| 2024-09-30 | Coulter James Robert Edward | Director / Officer | M-Exempt | A | Common Stock | 2,058 | 0.00 | — | 17,975 | D | ↗ |
| 2024-09-16 | Krauss David | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-09-04 | Curtis Scott A | Officer | G-Gift | D | Common Stock | 1,000 | 0.00 | — | 178,454 | — | ↗ |
| 2024-08-12 | Elwyn Tashtego S | Officer | S-Sale | D | Common Stock | 31,277 | 109.64 | 3.43M | 35,380 | — | ↗ |
| 2024-07-31 | Shoukry Paul M | Director / Officer | G-Gift | D | Common Stock | 2,500 | 0.00 | — | 20,166 | — | ↗ |
| 2024-07-31 | Allaire Bella Loykhter | Officer | S-Sale | D | Common Stock | 17,363 | 115.00 | 2.00M | 75,586 | — | ↗ |
| 2024-05-20 | Mistarz Cecily | Director | A-Award | A | Restricted Stock Units | 1,186 | 0.00 | — | 1,186 | — | ↗ |
| 2024-05-20 | Bunn James E | Officer | A-Award | A | Restricted Stock Units | 19,775 | 0.00 | — | 19,775 | — | ↗ |
| 2024-05-03 | Bunn James E | Officer | S-Sale | D | Common Stock | 11,095 | 124.44 | 1.38M | 46,977 | — | ↗ |
| 2024-04-29 | Allaire Bella Loykhter | Officer | G-Gift | D | Common Stock | 100 | 0.00 | — | 92,949 | — | ↗ |
| 2024-04-26 | Raney Steven M | Officer | S-Sale | D | Common Stock | 4,174 | 121.01 | 505.1K | 51,009 | — | ↗ |
| 2024-04-10 | MCDANIEL RAYMOND W | Director | M-Exempt | D | Restricted Stock Units | 1,846 | 0.00 | — | 0 | — | ↗ |
| 2024-04-10 | GARCIA ART A | Director | M-Exempt | D | Restricted Stock Units | 1,846 | 0.00 | — | 0 | — | ↗ |
| 2024-03-05 | Reid Shannon B | Officer | G-Gift | D | Common Stock | 10 | 0.00 | — | 7,316 | — | ↗ |
| 2024-02-22 | Seshadri Raj | Director | M-Exempt | A | Common Stock | 1,643 | 0.00 | — | 9,515 | — | ↗ |
| 2024-02-22 | Reid Shannon B | Officer | A-Award | A | Restricted Stock Units | 3,000 | 0.00 | — | 3,000 | — | ↗ |
| 2024-02-22 | MCGEARY RODERICK C | Director | M-Exempt | A | Common Stock | 1,643 | 0.00 | — | 20,087 | — | ↗ |
| 2024-02-22 | MCDANIEL RAYMOND W | Director | A-Award | A | Restricted Stock Units | 1,711 | 0.00 | — | 1,711 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2022 | Paul C. Reilly Chair and Chief Executive Officer | 687.5K | 17.01M | 1.30M | — | — | — | 19.00M | 6.84% | ↗ |
| 2 | 2022 | Scott A. Curtis President, Private Client Group | 450.0K | 4.00M | 5.60M | — | — | — | 10.05M | 55.72% | ↗ |
| 3 | 2022 | Tashtego S. Elwyn President and Chief Executive Officer Raymond James and Associates | 450.0K | 3.75M | 5.60M | — | — | — | 9.80M | 57.14% | ↗ |
| 4 | 2022 | James E. Bunn President Global Equities and Investment Banking | 450.0K | 6.50M | 1.60M | — | — | — | 8.55M | 18.71% | ↗ |
| 5 | 2022 | Paul M. Shoukry Chief Financial Officer | 450.0K | 4.30M | 1.60M | — | — | — | 6.35M | 25.19% | ↗ |
| 6 | 2021 | Paul C. Reilly Chair and Chief Executive Officer | 500.0K | 14.20M | 1.30M | — | — | — | 16.00M | 8.12% | ↗ |
| 7 | 2021 | Paul C. Reilly Chairman and Chief Executive Officer | 500.0K | 14.20M | 1.30M | — | — | — | 16.00M | 8.12% | ↗ |
| 8 | 2021 | James E. Bunn President Global Equities and Investment Banking | 300.0K | 7.50M | 2.20M | — | — | — | 10.00M | 22.00% | ↗ |
| 9 | 2021 | John C. Carson, Jr. President | 300.0K | 4.60M | 599.9K | — | — | — | 5.50M | 10.91% | ↗ |
| 10 | 2021 | Paul M. Shoukry Chief Financial Officer | 300.0K | 3.60M | 1.10M | — | — | — | 5.00M | 22.00% | ↗ |
| 11 | 2021 | Paul M. Shoukry Chief Financial Officer and Treasurer | 300.0K | 3.60M | 1.10M | — | — | — | 5.00M | 22.00% | ↗ |
| 12 | 2021 | Bella Loykhter Allaire Executive VP Technology and Operations | 300.0K | 3.00M | 599.9K | — | — | — | 3.90M | 15.38% | ↗ |
| 13 | 2020 | Paul C. Reilly Chair and Chief Executive Officer | 500.0K | 9.40M | 1.23M | — | — | — | 11.13M | 11.06% | ↗ |
| 14 | 2020 | Paul C. Reilly Chairman and Chief Executive Officer | 500.0K | 9.40M | 1.23M | — | — | — | 11.13M | 11.06% | ↗ |
| 15 | 2020 | James E. Bunn President Global Equities and Investment Banking | 300.0K | 3.65M | 473.5K | — | — | — | 4.42M | 10.70% | ↗ |
| 16 | 2020 | John C. Carson, Jr. President | 300.0K | 3.00M | 473.5K | — | — | — | 3.77M | 12.55% | ↗ |
| 17 | 2020 | Bella Loykhter Allaire Executive VP Technology and Operations | 300.0K | 2.35M | 473.5K | — | — | — | 3.12M | 15.16% | ↗ |
| 18 | 2020 | Paul M. Shoukry Chief Financial Officer | 281.3K | 1.60M | 741.5K | — | — | — | 2.62M | 28.27% | ↗ |
| 19 | 2020 | Paul M. Shoukry Chief Financial Officer and Treasurer | 281.3K | 1.60M | 741.5K | — | — | — | 2.62M | 28.27% | ↗ |
| 20 | 2020 | Jeffrey P. Julien Executive VP, Finance | 300.0K | 1.43M | 284.1K | — | — | — | 2.01M | 14.14% | ↗ |
| 21 | 2019 | Paul C. Reilly Chairman and Chief Executive Officer | 500.0K | 11.75M | 1.10M | — | — | — | 13.35M | 8.25% | ↗ |
| 22 | 2019 | James E. Bunn President Global Equities and Investment Banking — RJA | 300.0K | 4.30M | 440.8K | — | — | — | 5.04M | 8.74% | ↗ |
| 23 | 2019 | James E. Bunn President Global Equities and Investment Banking | 300.0K | 4.30M | 440.8K | — | — | — | 5.04M | 8.74% | ↗ |
| 24 | 2019 | Jeffrey P. Julien Executive VP, Finance and Chief Financial Officer | 300.0K | 2.95M | 443.6K | — | — | — | 3.69M | 12.01% | ↗ |
| 25 | 2019 | Jeffrey P. Julien Executive VP, Finance | 300.0K | 2.95M | 443.6K | — | — | — | 3.69M | 12.01% | ↗ |
| 26 | 2019 | Bella Loykhter Allaire Executive VP Technology and Operations — RJA | 300.0K | 2.75M | 440.8K | — | — | — | 3.49M | 12.63% | ↗ |
| 27 | 2019 | Bella Loykhter Allaire Executive VP Technology and Operations | 300.0K | 2.75M | 440.8K | — | — | — | 3.49M | 12.63% | ↗ |
| 28 | 2019 | Scott A. Curtis President Private Client Group | 300.0K | 2.55M | 440.8K | — | — | — | 3.29M | 13.39% | ↗ |
| 29 | 2018 | Paul C. Reilly Chairman and Chief Executive Officer | 500.0K | 11.00M | 953.4K | — | — | — | 12.45M | 7.66% | ↗ |
| 30 | 2018 | James E. Bunn President Global Equities and Investment Banking | 281.3K | 3.75M | 381.4K | — | — | — | 4.41M | 8.64% | ↗ |
| 31 | 2018 | James E. Bunn President Global Equities and Investment Banking — RJA | 281.3K | 3.75M | 381.4K | — | — | — | 4.41M | 8.64% | ↗ |
| 32 | 2018 | Jeffrey P. Julien Executive VP, Finance and Chief Financial Officer | 295.0K | 2.75M | 381.4K | — | — | — | 3.43M | 11.13% | ↗ |
| 33 | 2018 | Jeffrey P. Julien Executive VP, Finance | 295.0K | 2.75M | 381.4K | — | — | — | 3.43M | 11.13% | ↗ |
| 34 | 2017 | Paul C. Reilly Chairman and Chief Executive Officer | 486.3K | 9.50M | 1.10M | — | — | — | 11.09M | 9.95% | ↗ |
| 35 | 2017 | Jeffrey P. Julien Executive VP, Finance and Chief Financial Officer | 280.0K | 2.40M | 441.5K | — | — | — | 3.12M | 14.14% | ↗ |
| 36 | 2012 | Paul C. Reilly Chief Executive Officer – RJF | 432.5K | — | 425.0K | 156.8K | 2.75M | — | 4.19M | 13.89% | ↗ |
| 37 | 2012 | Dennis W. Zank Chief Operating Officer – RJF Chief Executive Officer – RJA | 296.5K | — | 187.5K | 156.8K | 1.93M | — | 2.75M | 12.50% | ↗ |
| 38 | 2012 | Chet Helck Executive VP – RJF CEO of Global Private Client Group – RJF | 323.8K | — | 181.2K | 156.8K | 1.89M | — | 2.73M | 12.38% | ↗ |
| 39 | 2012 | Jeffrey P. Julien Executive VP, Finance Chief Financial Officer – RJF | 243.8K | — | 85.0K | 156.8K | 1.18M | — | 1.75M | 13.81% | ↗ |
| 40 | 2012 | John C. Carson, Jr. President – RJF Head of Fixed Income; Chief Executive Officer – MK | 150.0K | — | 85.0K | — | 1.18M | — | 1.50M | 5.67% | ↗ |
| 41 | 2011 | Paul C. Reilly Chief Executive Officer – RJF | 421.8K | — | — | 371.5K | 2.70M | — | 4.29M | 8.65% | ↗ |
| 42 | 2011 | Chet Helck Executive VP – RJF CEO of Global Private Client Group – RJF | 317.5K | — | — | 512.5K | 2.00M | — | 3.23M | 15.87% | ↗ |
| 43 | 2011 | Dennis W. Zank Chief Operating Officer – RJF Chief Executive Officer – RJA | 283.8K | — | — | 371.5K | 2.00M | — | 3.06M | 12.16% | ↗ |
| 44 | 2011 | Jeffrey P. Julien Executive VP, Finance Chief Financial Officer – RJF | 217.3K | — | — | 371.5K | 1.10M | — | 1.84M | 20.21% | ↗ |
| 45 | 2010 | Paul C. Reilly Chief Executive Officer – RJF | 409.0K | — | — | — | 2.18M | — | 3.01M | 0.00% | ↗ |
| 46 | 2010 | Chet Helck Executive VP – RJF CEO of Global Private Client Group – RJF | 308.0K | — | — | — | 1.70M | — | 2.31M | 0.00% | ↗ |
| 47 | 2010 | Dennis W. Zank Chief Operating Officer – RJF Chief Executive Officer – RJA | 271.9K | — | — | — | 1.70M | — | 2.27M | 0.00% | ↗ |
| 48 | 2010 | Jeffrey P. Julien Executive VP, Finance Chief Financial Officer – RJF | 192.5K | — | — | — | 900.0K | — | 1.19M | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Paul Christopher Reilly | Executive Chair | 9M | male |
| Paul Marone Shoukry | Chief Executive Officer & Director | 9M | male |
| Tashtego Spring Elwyn | President of Private Client Group | 5M | male |
| Bella Loykhter Allaire | Chief Administrative Officer | 5M | female |
| James E. Bunn | President of Capital Markets & Advisory | 5M | male |
| Scott Alan Curtis | Chief Operating Officer | 4M | male |
| Jonathan W. Oorlog Jr. | Senior Vice President, Chief Financial Officer & Controller | 3M | male |
| Andy Zolper | Chief Information Officer | — | male |
| Vincent Campagnoli | EVice President of Technology & Operations | — | male |
| Jonathan N. Santelli | Executive Vice President, General Counsel & Corporate Secretary | — | male |
| Katherine H. Larson | Chief Accounting Officer | — | female |
| Kristina Waugh | Senior Vice President of Investor Relations and FP&A | — | female |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2026-04-13 | 2026-05-13 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2023-10-31 | 2023-11-08 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2023-07-14 | 2024-08-21 | Jared Moskowitz | FL23 | — | Sale (Full) | $100,001 - $250,000 | ↗ |
| 2023-05-23 | 2023-06-12 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2023-03-24 | 2023-04-07 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2023-03-14 | 2023-04-07 | Ro Khanna | CA17 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2023-03-06 | 2023-04-17 | Daniel Goldman | NY10 | — | Sale (Full) | $15,001 - $50,000 | ↗ |
| 2023-01-31 | 2023-02-24 | Daniel Goldman | NY10 | — | Purchase | $15,001 - $50,000 | ↗ |
| 2022-08-01 | 2022-09-08 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2022-07-19 | 2022-08-09 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2022-06-17 | 2022-07-07 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2022-06-16 | 2022-07-07 | Ro Khanna | CA17 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2022-05-23 | 2022-06-10 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2022-05-10 | 2022-06-10 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2022-01-21 | 2022-02-08 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
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Community Opinion for RJF
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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