Fund shareholders of Raymond James Financial Inc
ISIN US7547301090 · United States · LEI RGUZHJ05YTITL6D76949
- Fund shareholders
- 735
- Of which ETFs
- 204 531 other funds
- Value held
- ≈ 12.1B $ 12B $ · 690.9M SEK · 39.7M €
- Share of capital
- 40.2 % of 192.4M shares on Aug 3, 2026
735 funds hold this company. This table lists the 734 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. The “Fund reports” tab lists it, with its weight.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 5,410,886 | 822.6M $ | 0.04 % | 2.81 % | as of Jun 30, 2026 ↗ |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 4,368,248 | 664.1M $ | 0.04 % | 2.27 % | as of Jun 30, 2026 ↗ |
| VANGUARD PRIMECAP FUND VANGUARD CHESTER FUNDS | 3,963,484 | 602.6M $ | 0.63 % | 2.06 % | as of Jun 30, 2026 ↗ |
| VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | 3,640,731 | 553.5M $ | 0.25 % | 1.89 % | as of Jun 30, 2026 ↗ |
| VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 3,275,426 | 498M $ | 0.76 % | 1.70 % | as of Jun 30, 2026 ↗ |
| VANGUARD CAPITAL OPPORTUNITY FUND VANGUARD HORIZON FUNDS | 2,611,274 | 397M $ | 1.21 % | 1.36 % | as of Jun 30, 2026 ↗ |
| iShares Core S&P 500 ETF iShares Trust | 2,386,048 | 362.8M $ | 0.04 % | 1.24 % | as of Jun 30, 2026 ↗ |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 2,244,745 | 321.9M $ | 0.04 % | 1.17 % | as of May 31, 2026 ↗ |
| Oakmark Fund HARRIS ASSOCIATES INVESTMENT TRUST | 1,945,000 | 295.7M $ | 1.23 % | 1.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD WINDSOR FUND VANGUARD WINDSOR FUNDS | 1,835,372 | 323M $ | 1.28 % | 0.95 % | as of Jul 31, 2026 ↗ |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,599,124 | 243.1M $ | 0.10 % | 0.83 % | as of Jun 30, 2026 ↗ |
| Victory Sycamore Established Value Fund Victory Portfolios | 1,510,000 | 229.6M $ | 1.49 % | 0.78 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. ROWE PRICE MID-CAP GROWTH FUND, INC. | 1,475,003 | 224.2M $ | 0.97 % | 0.77 % | as of Jun 30, 2026 ↗ |
| VANGUARD PRIMECAP CORE FUND VANGUARD FENWAY FUNDS | 1,417,251 | 215.5M $ | 1.19 % | 0.74 % | as of Jun 30, 2026 ↗ |
| VANGUARD WELLESLEY INCOME FUND VANGUARD WELLESLEY INCOME FUND | 1,257,870 | 191.2M $ | 0.40 % | 0.65 % | as of Jun 30, 2026 ↗ |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 1,238,596 | 218M $ | 0.23 % | 0.64 % | as of Jul 31, 2026 ↗ |
| State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 1,172,955 | 178.3M $ | 0.35 % | 0.61 % | as of Jun 30, 2026 ↗ |
| MFS Mid Cap Value Fund MFS SERIES TRUST XI | 1,136,618 | 172.8M $ | 1.00 % | 0.59 % | as of Jun 30, 2026 ↗ |
| VANGUARD WINDSOR II FUND VANGUARD WINDSOR FUNDS | 1,110,100 | 195.4M $ | 0.29 % | 0.58 % | as of Jul 31, 2026 ↗ |
| VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,078,327 | 163.9M $ | 0.44 % | 0.56 % | as of Jun 30, 2026 ↗ |
| First Trust Capital Strength ETF First Trust Exchange-Traded Fund | 1,015,056 | 154.3M $ | 2.02 % | 0.53 % | as of Jun 30, 2026 ↗ |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 932,874 | 164.2M $ | 0.13 % | 0.48 % | as of Jul 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 914,216 | 139M $ | 0.04 % | 0.48 % | as of Jun 30, 2026 ↗ |
| JPMorgan Mid Cap Value Fund J.P. Morgan Fleming Mutual Fund Group, Inc. | 807,199 | 122.7M $ | 1.10 % | 0.42 % | as of Jun 30, 2026 ↗ |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 758,870 | 108.8M $ | 0.04 % | 0.39 % | as of May 31, 2026 ↗ |
| iShares Russell Mid-Cap ETF iShares Trust | 727,463 | 110.6M $ | 0.19 % | 0.38 % | as of Jun 30, 2026 ↗ |
| Fidelity Low-Priced Stock Fund Fidelity Puritan Trust | 719,466 | 126.6M $ | 0.51 % | 0.37 % | as of Jul 31, 2026 ↗ |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 676,844 | 119.1M $ | 0.12 % | 0.35 % | as of Jul 31, 2026 ↗ |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 669,667 | 117.8M $ | 0.23 % | 0.35 % | as of Jul 31, 2026 ↗ |
| First Trust Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 579,595 | 88.1M $ | 0.36 % | 0.30 % | as of Jun 30, 2026 ↗ |
| THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 479,715 | 84.4M $ | 0.27 % | 0.25 % | as of Jul 31, 2026 ↗ |
| Fidelity Balanced Fund Fidelity Puritan Trust | 436,500 | 62.6M $ | 0.10 % | 0.23 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 413,704 | 62.9M $ | 0.04 % | 0.22 % | as of Jun 30, 2026 ↗ |
| PRIMECAP Odyssey Growth Fund PRIMECAP Odyssey Funds | 402,800 | 70.9M $ | 1.17 % | 0.21 % | as of Jul 31, 2026 ↗ |
| THE HARTFORD EQUITY INCOME FUND HARTFORD MUTUAL FUNDS, INC | 401,561 | 70.7M $ | 1.44 % | 0.21 % | as of Jul 31, 2026 ↗ |
| THE HARTFORD BALANCED INCOME FUND HARTFORD MUTUAL FUNDS, INC | 400,042 | 70.4M $ | 0.64 % | 0.21 % | as of Jul 31, 2026 ↗ |
| iShares Russell 1000 Value ETF iShares Trust | 393,842 | 59.9M $ | 0.08 % | 0.20 % | as of Jun 30, 2026 ↗ |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 388,636 | 68.4M $ | 0.05 % | 0.20 % | as of Jul 31, 2026 ↗ |
| JPMorgan Value Advantage Fund JPMorgan Trust I | 370,870 | 56.4M $ | 0.65 % | 0.19 % | as of Jun 30, 2026 ↗ |
| Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust | 369,255 | 65M $ | 0.73 % | 0.19 % | as of Jul 31, 2026 ↗ |
| Fidelity Value Fund Fidelity Capital Trust | 347,000 | 61.1M $ | 0.58 % | 0.18 % | as of Jul 31, 2026 ↗ |
| PRIMECAP Odyssey Stock Fund PRIMECAP Odyssey Funds | 335,240 | 59M $ | 1.28 % | 0.17 % | as of Jul 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 331,563 | 47.5M $ | 0.03 % | 0.17 % | as of May 31, 2026 ↗ |
| AP7 Aktiefond Sjunde AP-fonden | 323,268 | 445.9M SEK | 0.03 % | 0.17 % | as of Mar 31, 2026 ↗ |
| JPMorgan Mid Cap Equity Fund JPMorgan Trust I | 312,376 | 47.5M $ | 0.76 % | 0.16 % | as of Jun 30, 2026 ↗ |
| Putnam Core Equity Fund Putnam Funds Trust | 297,093 | 52.3M $ | 0.84 % | 0.15 % | as of Jul 31, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 290,686 | 41.7M $ | 0.31 % | 0.15 % | as of May 31, 2026 ↗ |
| iShares S&P 500 Value ETF iShares Trust | 285,142 | 43.4M $ | 0.09 % | 0.15 % | as of Jun 30, 2026 ↗ |
| Invesco Main Street Mid Cap Fund AIM Growth Series (Invesco Growth Series) | 280,982 | 42.7M $ | 1.63 % | 0.15 % | as of Jun 30, 2026 ↗ |
| iShares Russell Mid-Cap Value ETF iShares Trust | 270,772 | 41.2M $ | 0.26 % | 0.14 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 268,392 | 38.5M $ | 0.03 % | 0.14 % | as of May 31, 2026 ↗ |
| VIP Mid Cap Portfolio Variable Insurance Products Fund III | 260,797 | 39.6M $ | 0.42 % | 0.14 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | 258,133 | 39.2M $ | 0.24 % | 0.13 % | as of Jun 30, 2026 ↗ |
| iShares MSCI USA Quality Factor ETF iShares Trust | 257,996 | 45.4M $ | 0.10 % | 0.13 % | as of Jul 31, 2026 ↗ |
| Mid Cap Value Fund American Century Capital Portfolios, Inc. | 229,479 | 34.9M $ | 0.62 % | 0.12 % | as of Jun 30, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 221,619 | 33.7M $ | 0.04 % | 0.12 % | as of Jun 30, 2026 ↗ |
| iShares Core Dividend Growth ETF iShares Trust | 221,226 | 38.9M $ | 0.09 % | 0.12 % | as of Jul 31, 2026 ↗ |
| iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust | 220,829 | 33.6M $ | 2.52 % | 0.11 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 210,994 | 32.1M $ | 0.09 % | 0.11 % | as of Jun 30, 2026 ↗ |
| ClearBridge Mid Cap Fund Legg Mason Partners Investment Trust | 203,000 | 35.7M $ | 2.32 % | 0.11 % | as of Jul 31, 2026 ↗ |
| Nuveen Mid Cap Value Fund TIAA-CREF Funds | 202,054 | 35.6M $ | 2.11 % | 0.11 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 201,372 | 35.4M $ | 0.07 % | 0.10 % | as of Jul 31, 2026 ↗ |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 196,153 | 29.8M $ | 0.04 % | 0.10 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 185,723 | 26.6M $ | 0.04 % | 0.10 % | as of May 31, 2026 ↗ |
| MidCap Value Fund I Principal Funds, Inc | 185,087 | 32.6M $ | 1.32 % | 0.10 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 178,408 | 31.4M $ | 0.08 % | 0.09 % | as of Jul 31, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 171,665 | 30.2M $ | 0.08 % | 0.09 % | as of Jul 31, 2026 ↗ |
| HARTFORD CAPITAL APPRECIATION HLS FUND HARTFORD SERIES FUND INC | 171,353 | 26.1M $ | 0.70 % | 0.09 % | as of Jun 30, 2026 ↗ |
| First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 166,438 | 25.3M $ | 0.22 % | 0.09 % | as of Jun 30, 2026 ↗ |
| Select Brokerage and Investment Management Portfolio Fidelity Select Portfolios | 164,300 | 23.6M $ | 2.50 % | 0.09 % | as of May 31, 2026 ↗ |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 160,866 | 24.5M $ | 0.04 % | 0.08 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Institutional Mid-Cap Equity Growth Fund T. Rowe Price Equity Funds, Inc. | 160,300 | 24.4M $ | 0.94 % | 0.08 % | as of Jun 30, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 149,865 | 26.4M $ | 0.04 % | 0.08 % | as of Jul 31, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 149,443 | 26.3M $ | 0.03 % | 0.08 % | as of Jul 31, 2026 ↗ |
| iShares Core S&P U.S. Value ETF iShares Trust | 149,056 | 22.7M $ | 0.09 % | 0.08 % | as of Jun 30, 2026 ↗ |
| Congress Mid Cap Growth Fund Professionally Managed Portfolios | 145,950 | 25.7M $ | 6.75 % | 0.08 % | as of Jul 31, 2026 ↗ |
| Dimensional US Large Cap Value ETF Dimensional ETF Trust | 144,297 | 25.4M $ | 0.38 % | 0.08 % | as of Jul 31, 2026 ↗ |
| Small-MidCap Dividend Income Fund Principal Funds, Inc | 143,045 | 20.5M $ | 1.34 % | 0.07 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 142,477 | 25.1M $ | 0.16 % | 0.07 % | as of Jul 31, 2026 ↗ |
| Empower T. Rowe Price Mid Cap Growth Fund EMPOWER FUNDS, INC. | 136,801 | 20.8M $ | 1.01 % | 0.07 % | as of Jun 30, 2026 ↗ |
| THE HARTFORD CAPITAL APPRECIATION FUND HARTFORD MUTUAL FUNDS, INC | 134,245 | 23.6M $ | 0.39 % | 0.07 % | as of Jul 31, 2026 ↗ |
| Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust | 133,785 | 23.5M $ | 0.51 % | 0.07 % | as of Jul 31, 2026 ↗ |
| VANGUARD ADVICE SELECT GLOBAL VALUE FUND VANGUARD WHITEHALL FUNDS | 133,070 | 23.4M $ | 1.23 % | 0.07 % | as of Jul 31, 2026 ↗ |
| JNL/MFS Mid Cap Value Fund JNL Series Trust | 129,428 | 19.7M $ | 0.99 % | 0.07 % | as of Jun 30, 2026 ↗ |
| Column Mid Cap Select Fund Trust for Professional Managers | 128,969 | 18.5M $ | 0.60 % | 0.07 % | as of May 31, 2026 ↗ |
| Victory Pioneer Mid Cap Value Fund Victory Portfolios IV | 127,274 | 22.4M $ | 2.87 % | 0.07 % | as of Jul 31, 2026 ↗ |
| MFS Blended Research Mid Cap Equity Fund MFS Series Trust X | 125,961 | 18.1M $ | 0.62 % | 0.07 % | as of May 31, 2026 ↗ |
| EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 124,802 | 19M $ | 0.76 % | 0.06 % | as of Jun 30, 2026 ↗ |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 124,300 | 18.9M $ | 0.06 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust | 123,400 | 21.7M $ | 0.77 % | 0.06 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 123,156 | 17.7M $ | 0.11 % | 0.06 % | as of May 31, 2026 ↗ |
| iShares Russell 1000 ETF iShares Trust | 122,930 | 18.7M $ | 0.04 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 119,734 | 18.2M $ | 0.05 % | 0.06 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Financials ETF iShares Trust | 119,458 | 21M $ | 0.47 % | 0.06 % | as of Jul 31, 2026 ↗ |
| AB RELATIVE VALUE FUND, INC. AB RELATIVE VALUE FUND, INC. | 118,490 | 18M $ | 0.95 % | 0.06 % | as of Jun 30, 2026 ↗ |
| MassMutual Mid Cap Growth Fund MASSMUTUAL SELECT FUNDS | 115,134 | 17.5M $ | 0.70 % | 0.06 % | as of Jun 30, 2026 ↗ |
| PRIMECAP PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 112,050 | 17M $ | 0.55 % | 0.06 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 109,048 | 15.6M $ | 0.07 % | 0.06 % | as of May 31, 2026 ↗ |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 107,204 | 16.3M $ | 0.04 % | 0.06 % | as of Jun 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 105,823 | 18.6M $ | 0.04 % | 0.06 % | as of Jul 31, 2026 ↗ |
Funds that publish their own holdings
| Fund | Weight in fund | |
|---|---|---|
| Pictet - USA Index Pictet Asset Management (Europe) S.A. | 0.06 % | as of Sep 30, 2025 ↗ |
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 | 6.75 % | as of Jul 31, 2026 ↗ |
| CapForce IBD Breakout Opportunities ETF Capital Force ETF Trust | 4.15 % | as of Jul 31, 2026 ↗ |
| Themes Natural Monopoly ETF Themes ETF Trust | 3.46 % | as of Jun 30, 2026 ↗ |
| Victory Pioneer Mid Cap Value Fund Victory Portfolios IV | 2.87 % | as of Jul 31, 2026 ↗ |
| iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust | 2.52 % | as of Jun 30, 2026 ↗ |
| Select Brokerage and Investment Management Portfolio Fidelity Select Portfolios | 2.50 % | as of May 31, 2026 ↗ |
| Victory Pioneer Mid Cap Value VCT Portfolio Victory Variable Insurance Funds II | 2.48 % | as of Jun 30, 2026 ↗ |
| Harbor Mid Cap Value ETF Harbor ETF Trust | 2.40 % | as of Jul 31, 2026 ↗ |
| ClearBridge Mid Cap Fund Legg Mason Partners Investment Trust | 2.32 % | as of Jul 31, 2026 ↗ |
| Nuveen Mid Cap Value Opportunities Fund Nuveen Investment Funds, Inc. | 2.27 % | as of Jul 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 |
|---|---|---|---|---|
| 2026Q3 | 691 | -28 | 76,814,411 | -6.1 % |
| 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 |
Funds holding the debt of Raymond James Financial Inc
138 funds declare 250 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