Fund shareholders of Raymond James Financial Inc
ISIN US7547301090 · United States · LEI RGUZHJ05YTITL6D76949
- Fund shareholders
- 763
- Of which ETFs
- 194 569 other funds
- Value held
- 12.1B $ 690.9M SEK · 39.7M €
- Share of capital
- 42.8 % of 192.4M shares on Aug 3, 2026
763 funds hold this company. This table lists the 762 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. It is not in the table.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 5,575,830 | 807.3M $ | 0.04 % | 2.90 % | as of Mar 31, 2026 ↗ |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 4,414,123 | 639.1M $ | 0.05 % | 2.29 % | as of Mar 31, 2026 ↗ |
| VANGUARD PRIMECAP FUND VANGUARD CHESTER FUNDS | 4,003,069 | 579.6M $ | 0.80 % | 2.08 % | as of Mar 31, 2026 ↗ |
| VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | 3,712,235 | 537.5M $ | 0.27 % | 1.93 % | as of Mar 31, 2026 ↗ |
| VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 3,372,198 | 488.3M $ | 0.78 % | 1.75 % | as of Mar 31, 2026 ↗ |
| VANGUARD CAPITAL OPPORTUNITY FUND VANGUARD HORIZON FUNDS | 2,656,237 | 384.6M $ | 1.56 % | 1.38 % | as of Mar 31, 2026 ↗ |
| iShares Core S&P 500 ETF iShares Trust | 2,255,639 | 326.6M $ | 0.05 % | 1.17 % | as of Mar 31, 2026 ↗ |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 2,243,759 | 343.5M $ | 0.05 % | 1.17 % | as of Feb 28, 2026 ↗ |
| VANGUARD WINDSOR FUND VANGUARD WINDSOR FUNDS | 1,866,428 | 295.5M $ | 1.22 % | 0.97 % | as of Apr 30, 2026 ↗ |
| Oakmark Fund HARRIS ASSOCIATES INVESTMENT TRUST | 1,697,000 | 245.7M $ | 1.01 % | 0.88 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. ROWE PRICE MID-CAP GROWTH FUND, INC. | 1,625,800 | 235.4M $ | 1.04 % | 0.85 % | as of Mar 31, 2026 ↗ |
| Victory Sycamore Established Value Fund Victory Portfolios | 1,610,000 | 233.1M $ | 1.55 % | 0.84 % | as of Mar 31, 2026 ↗ |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,589,831 | 230.2M $ | 0.10 % | 0.83 % | as of Mar 31, 2026 ↗ |
| VANGUARD PRIMECAP CORE FUND VANGUARD FENWAY FUNDS | 1,421,459 | 205.8M $ | 1.52 % | 0.74 % | as of Mar 31, 2026 ↗ |
| VANGUARD WELLESLEY INCOME FUND VANGUARD WELLESLEY INCOME FUND | 1,420,139 | 205.6M $ | 0.43 % | 0.74 % | as of Mar 31, 2026 ↗ |
| JPMorgan Mid Cap Value Fund J.P. Morgan Fleming Mutual Fund Group, Inc. | 1,202,200 | 174.1M $ | 1.60 % | 0.62 % | as of Mar 31, 2026 ↗ |
| State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 1,188,466 | 172.1M $ | 0.36 % | 0.62 % | as of Mar 31, 2026 ↗ |
| First Trust Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 1,150,599 | 166.6M $ | 0.84 % | 0.60 % | as of Mar 31, 2026 ↗ |
| MFS Mid Cap Value Fund MFS SERIES TRUST XI | 1,150,230 | 166.5M $ | 1.04 % | 0.60 % | as of Mar 31, 2026 ↗ |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 1,137,978 | 180.2M $ | 0.21 % | 0.59 % | as of Apr 30, 2026 ↗ |
| VANGUARD WINDSOR II FUND VANGUARD WINDSOR FUNDS | 1,124,600 | 178M $ | 0.27 % | 0.58 % | as of Apr 30, 2026 ↗ |
| VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,117,339 | 161.8M $ | 0.47 % | 0.58 % | as of Mar 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 980,299 | 141.9M $ | 0.05 % | 0.51 % | as of Mar 31, 2026 ↗ |
| First Trust Capital Strength ETF First Trust Exchange-Traded Fund | 945,716 | 136.9M $ | 1.74 % | 0.49 % | as of Mar 31, 2026 ↗ |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 944,436 | 149.5M $ | 0.12 % | 0.49 % | as of Apr 30, 2026 ↗ |
| JPMorgan Mid Cap Growth Fund JPMorgan Trust II | 740,804 | 107.3M $ | 0.94 % | 0.39 % | as of Mar 31, 2026 ↗ |
| Fidelity Low-Priced Stock Fund Fidelity Puritan Trust | 720,432 | 114.1M $ | 0.48 % | 0.37 % | as of Apr 30, 2026 ↗ |
| iShares Russell Mid-Cap ETF iShares Trust | 680,642 | 98.6M $ | 0.20 % | 0.35 % | as of Mar 31, 2026 ↗ |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 673,616 | 106.6M $ | 0.11 % | 0.35 % | as of Apr 30, 2026 ↗ |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 660,564 | 104.6M $ | 0.21 % | 0.34 % | as of Apr 30, 2026 ↗ |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 605,410 | 92.7M $ | 0.04 % | 0.31 % | as of Feb 28, 2026 ↗ |
| Franklin Income Fund Franklin Custodian Funds | 600,000 | 86.9M $ | 0.11 % | 0.31 % | as of Mar 31, 2026 ↗ |
| JPMorgan Mid Cap Equity Fund JPMorgan Trust I | 544,994 | 78.9M $ | 1.41 % | 0.28 % | as of Mar 31, 2026 ↗ |
| THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 479,715 | 75.9M $ | 0.26 % | 0.25 % | as of Apr 30, 2026 ↗ |
| Fidelity Balanced Fund Fidelity Puritan Trust | 450,000 | 68.9M $ | 0.11 % | 0.23 % | as of Feb 28, 2026 ↗ |
| THE HARTFORD EQUITY INCOME FUND HARTFORD MUTUAL FUNDS, INC | 410,173 | 64.9M $ | 1.32 % | 0.21 % | as of Apr 30, 2026 ↗ |
| iShares Russell 1000 Value ETF iShares Trust | 409,892 | 59.3M $ | 0.09 % | 0.21 % | as of Mar 31, 2026 ↗ |
| THE HARTFORD BALANCED INCOME FUND HARTFORD MUTUAL FUNDS, INC | 409,787 | 64.9M $ | 0.57 % | 0.21 % | as of Apr 30, 2026 ↗ |
| PRIMECAP Odyssey Growth Fund PRIMECAP Odyssey Funds | 402,800 | 63.8M $ | 1.17 % | 0.21 % | as of Apr 30, 2026 ↗ |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 388,636 | 61.5M $ | 0.04 % | 0.20 % | as of Apr 30, 2026 ↗ |
| JPMorgan Value Advantage Fund JPMorgan Trust I | 381,051 | 55.2M $ | 0.68 % | 0.20 % | as of Mar 31, 2026 ↗ |
| Putnam Core Equity Fund Putnam Funds Trust | 371,019 | 58.7M $ | 0.96 % | 0.19 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 368,595 | 53.4M $ | 0.05 % | 0.19 % | as of Mar 31, 2026 ↗ |
| Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust | 363,155 | 57.5M $ | 0.66 % | 0.19 % | as of Apr 30, 2026 ↗ |
| iShares MSCI USA Quality Factor ETF iShares Trust | 339,195 | 53.7M $ | 0.11 % | 0.18 % | as of Apr 30, 2026 ↗ |
| PRIMECAP Odyssey Stock Fund PRIMECAP Odyssey Funds | 336,230 | 53.2M $ | 1.20 % | 0.17 % | as of Apr 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 329,593 | 50.5M $ | 0.04 % | 0.17 % | as of Feb 28, 2026 ↗ |
| AP7 Aktiefond Sjunde AP-fonden | 323,268 | 445.9M SEK | 0.03 % | 0.17 % | as of Mar 31, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 316,488 | 48.4M $ | 0.35 % | 0.16 % | as of Feb 28, 2026 ↗ |
| Fidelity Value Fund Fidelity Capital Trust | 313,100 | 49.6M $ | 0.51 % | 0.16 % | as of Apr 30, 2026 ↗ |
| iShares S&P 500 Value ETF iShares Trust | 303,413 | 43.9M $ | 0.09 % | 0.16 % | as of Mar 31, 2026 ↗ |
| JNL/T. Rowe Price Mid-Cap Growth Fund JNL Series Trust | 293,100 | 42.4M $ | 1.06 % | 0.15 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust | 281,114 | 40.7M $ | 2.65 % | 0.15 % | as of Mar 31, 2026 ↗ |
| Invesco Main Street Mid Cap Fund AIM Growth Series (Invesco Growth Series) | 275,756 | 39.9M $ | 1.69 % | 0.14 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 260,651 | 39.9M $ | 0.04 % | 0.14 % | as of Feb 28, 2026 ↗ |
| WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | 260,198 | 37.7M $ | 0.25 % | 0.14 % | as of Mar 31, 2026 ↗ |
| iShares Russell Mid-Cap Value ETF iShares Trust | 256,312 | 37.1M $ | 0.26 % | 0.13 % | as of Mar 31, 2026 ↗ |
| Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | 240,500 | 34.8M $ | 0.17 % | 0.13 % | as of Mar 31, 2026 ↗ |
| MidCap Value Fund I Principal Funds, Inc | 233,135 | 36.9M $ | 1.52 % | 0.12 % | as of Apr 30, 2026 ↗ |
| First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 233,117 | 33.8M $ | 0.42 % | 0.12 % | as of Mar 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 222,047 | 32.2M $ | 0.04 % | 0.12 % | as of Mar 31, 2026 ↗ |
| iShares Core Dividend Growth ETF iShares Trust | 214,878 | 34M $ | 0.09 % | 0.11 % | as of Apr 30, 2026 ↗ |
| ClearBridge Mid Cap Fund Legg Mason Partners Investment Trust | 208,000 | 32.9M $ | 2.08 % | 0.11 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 207,254 | 30M $ | 0.09 % | 0.11 % | as of Mar 31, 2026 ↗ |
| JNL/JPMorgan MidCap Growth Fund JNL Series Trust | 203,740 | 29.5M $ | 0.95 % | 0.11 % | as of Mar 31, 2026 ↗ |
| Nuveen Mid Cap Value Fund TIAA-CREF Funds | 203,177 | 32.2M $ | 1.93 % | 0.11 % | as of Apr 30, 2026 ↗ |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 201,800 | 29.2M $ | 0.05 % | 0.10 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Institutional Mid-Cap Equity Growth Fund T. Rowe Price Equity Funds, Inc. | 198,600 | 28.8M $ | 1.04 % | 0.10 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 196,129 | 31.1M $ | 0.07 % | 0.10 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 181,532 | 27.8M $ | 0.04 % | 0.09 % | as of Feb 28, 2026 ↗ |
| Select Brokerage and Investment Management Portfolio Fidelity Select Portfolios | 181,400 | 27.8M $ | 2.81 % | 0.09 % | as of Feb 28, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 178,408 | 28.2M $ | 0.07 % | 0.09 % | as of Apr 30, 2026 ↗ |
| VIP Mid Cap Portfolio Variable Insurance Products Fund III | 173,197 | 25.1M $ | 0.31 % | 0.09 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 171,665 | 27.2M $ | 0.07 % | 0.09 % | as of Apr 30, 2026 ↗ |
| HARTFORD CAPITAL APPRECIATION HLS FUND HARTFORD SERIES FUND INC | 171,353 | 24.8M $ | 0.73 % | 0.09 % | as of Mar 31, 2026 ↗ |
| FT Vest Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV | 163,034 | 25.8M $ | 0.84 % | 0.08 % | as of Apr 30, 2026 ↗ |
| Mid Cap Value Fund American Century Capital Portfolios, Inc. | 162,440 | 23.5M $ | 0.42 % | 0.08 % | as of Mar 31, 2026 ↗ |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 160,866 | 23.3M $ | 0.04 % | 0.08 % | as of Mar 31, 2026 ↗ |
| Small-MidCap Dividend Income Fund Principal Funds, Inc | 160,761 | 24.6M $ | 1.42 % | 0.08 % | as of Feb 28, 2026 ↗ |
| Invesco S&P 500 Momentum ETF Invesco Exchange-Traded Fund Trust II | 153,959 | 23.6M $ | 0.18 % | 0.08 % | as of Feb 28, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 149,865 | 23.7M $ | 0.04 % | 0.08 % | as of Apr 30, 2026 ↗ |
| MassMutual Mid Cap Growth Fund MASSMUTUAL SELECT FUNDS | 149,725 | 21.7M $ | 0.79 % | 0.08 % | as of Mar 31, 2026 ↗ |
| Fidelity Advisor Value Strategies Fund Fidelity Advisor Series I | 149,100 | 22.8M $ | 1.19 % | 0.08 % | as of Feb 28, 2026 ↗ |
| iShares Core S&P U.S. Value ETF iShares Trust | 148,309 | 21.5M $ | 0.09 % | 0.08 % | as of Mar 31, 2026 ↗ |
| Congress Mid Cap Growth Fund Professionally Managed Portfolios | 145,950 | 23.1M $ | 5.94 % | 0.08 % | as of Apr 30, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 142,558 | 22.6M $ | 0.03 % | 0.07 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 141,792 | 22.4M $ | 0.16 % | 0.07 % | as of Apr 30, 2026 ↗ |
| Empower T. Rowe Price Mid Cap Growth Fund EMPOWER FUNDS, INC. | 138,348 | 20M $ | 1.05 % | 0.07 % | as of Mar 31, 2026 ↗ |
| Fidelity Growth and Income Portfolio Fidelity Securities Fund | 135,020 | 21.4M $ | 0.14 % | 0.07 % | as of Apr 30, 2026 ↗ |
| JNL/MFS Mid Cap Value Fund JNL Series Trust | 133,436 | 19.3M $ | 1.04 % | 0.07 % | as of Mar 31, 2026 ↗ |
| VANGUARD ADVICE SELECT GLOBAL VALUE FUND VANGUARD WHITEHALL FUNDS | 133,070 | 21.1M $ | 1.17 % | 0.07 % | as of Apr 30, 2026 ↗ |
| Dimensional US Large Cap Value ETF Dimensional ETF Trust | 131,879 | 20.9M $ | 0.35 % | 0.07 % | as of Apr 30, 2026 ↗ |
| Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust | 129,919 | 20.6M $ | 0.48 % | 0.07 % | as of Apr 30, 2026 ↗ |
| Invesco S&P 500 GARP ETF Invesco Exchange-Traded Fund Trust | 129,011 | 20.4M $ | 0.93 % | 0.07 % | as of Apr 30, 2026 ↗ |
| Victory Pioneer Mid Cap Value Fund Victory Portfolios IV | 128,433 | 20.3M $ | 2.72 % | 0.07 % | as of Apr 30, 2026 ↗ |
| iShares Russell 1000 ETF iShares Trust | 127,082 | 18.4M $ | 0.04 % | 0.07 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust | 126,800 | 20.1M $ | 0.67 % | 0.07 % | as of Apr 30, 2026 ↗ |
| EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 126,004 | 18.2M $ | 0.77 % | 0.07 % | as of Mar 31, 2026 ↗ |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 125,691 | 18.2M $ | 0.07 % | 0.07 % | as of Mar 31, 2026 ↗ |
| Column Mid Cap Select Fund Trust for Professional Managers | 125,396 | 19.2M $ | 0.64 % | 0.07 % | as of Feb 28, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Congress Mid Cap Growth Fund Professionally Managed Portfolios | 5.94 % | as of Apr 30, 2026 ↗ |
| Themes Natural Monopoly ETF Themes ETF Trust | 3.37 % | as of Mar 31, 2026 ↗ |
| Select Brokerage and Investment Management Portfolio Fidelity Select Portfolios | 2.81 % | as of Feb 28, 2026 ↗ |
| Victory Pioneer Mid Cap Value Fund Victory Portfolios IV | 2.72 % | as of Apr 30, 2026 ↗ |
| iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust | 2.65 % | as of Mar 31, 2026 ↗ |
| Victory Pioneer Mid Cap Value VCT Portfolio Victory Variable Insurance Funds II | 2.60 % | as of Mar 31, 2026 ↗ |
| First Trust Dorsey Wright Momentum & Low Volatility ETF First Trust Exchange-Traded Fund VI | 2.35 % | as of Mar 31, 2026 ↗ |
| First Trust Dorsey Wright Momentum & Value ETF First Trust Exchange-Traded Fund VI | 2.29 % | as of Mar 31, 2026 ↗ |
| Harbor SMID Cap Core ETF Harbor ETF Trust | 2.24 % | as of Apr 30, 2026 ↗ |
| Sterling Capital Equity Income Fund Sterling Capital Funds | 2.20 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 719 | -11 | 81,808,216 | +5.7 % |
| 2026Q1 | 730 | -6 | 77,389,361 | -2.3 % |
| 2025Q4 | 736 | +3 | 79,211,039 | -3.5 % |
| 2025Q3 | 733 | +19 | 82,114,010 | +3.4 % |
| 2025Q2 | 714 | +71 | 79,415,477 | +3.6 % |
| 2025Q1 | 643 | +35 | 76,669,783 | -5.9 % |
| 2024Q4 | 608 | -31 | 81,451,581 | +1.5 % |
| 2024Q3 | 639 | -12 | 80,282,112 | -2.4 % |
| 2024Q2 | 651 | +19 | 82,242,205 | +4.5 % |
| 2024Q1 | 632 | -33 | 78,705,555 | -6.2 % |
| 2023Q4 | 665 | 83,868,502 |
Institutional managers
907 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 14,119,123 | 2B $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 9,700,176 | 1.4B $ | as of Mar 31, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | 9,347,172 | 1.4B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 7,854,530 | 1.1B $ | as of Mar 31, 2026 |
| FMR LLC | 5,846,443 | 846.5M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 4,637,162 | 668.7M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 4,468,661 | 629.6M $ | as of Mar 31, 2026 |
| T. Rowe Price Investment Management, Inc. | 3,427,599 | 496.3K $ | as of Mar 31, 2026 |
| HARRIS ASSOCIATES L P | 3,425,321 | 496M $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 2,489,689 | 360.5M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 2,459,488 | 356.1M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 2,449,760 | 354.7M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 2,399,638 | 347.4M $ | as of Mar 31, 2026 |
| EARNEST PARTNERS LLC | 2,222,599 | 321.8M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 2,149,881 | 311.3M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 2,149,848 | 311.3M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 1,928,526 | 279.2M $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1,878,543 | 273.4M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,526,098 | 221M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 1,491,139 | 215.9M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1,419,741 | 205.6M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 1,240,769 | 179.7M $ | as of Mar 31, 2026 |
| BARCLAYS PLC | 1,218,874 | 176.5M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 1,195,919 | 173.2M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,129,959 | 163.6M $ | as of Mar 31, 2026 |
Declared shareholders of Raymond James Financial Inc
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Capital Management | 6.62 % | 13,062,357 | as of Mar 31, 2026 · SCHEDULE 13G |
Funds holding the debt of Raymond James Financial Inc
142 funds declare 260 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
Cite this page
Titelia. "Fund shareholders of Raymond James Financial Inc". https://titelia.com/en/stocks/raymond-james-financial-inc-US7547301090