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 GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 124,458 | 18M $ | 0.11 % | 0.06 % | as of Mar 31, 2026 ↗ |
| AB RELATIVE VALUE FUND, INC. AB RELATIVE VALUE FUND, INC. | 118,490 | 18.8M $ | 1.01 % | 0.06 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 116,465 | 17.8M $ | 0.12 % | 0.06 % | as of Feb 28, 2026 ↗ |
| MFS Blended Research Mid Cap Equity Fund MFS Series Trust X | 115,335 | 17.7M $ | 0.69 % | 0.06 % | as of Feb 28, 2026 ↗ |
| CAPITAL GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 113,050 | 16.4M $ | 0.71 % | 0.06 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 110,384 | 16M $ | 0.05 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Baird Mid Cap Growth Fund Baird Funds Inc | 109,413 | 15.8M $ | 2.18 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Large Cap Stock Fund Fidelity Hastings Street Trust | 106,903 | 15.5M $ | 0.06 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Large Cap Index Master Portfolio Master Investment Portfolio | 104,943 | 15.2M $ | 0.04 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Nicholas II, Inc. Nicholas II, Inc. | 103,884 | 16.4M $ | 1.87 % | 0.05 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 103,874 | 15.9M $ | 0.09 % | 0.05 % | as of Feb 28, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 102,746 | 16.3M $ | 0.04 % | 0.05 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 102,274 | 15.7M $ | 0.04 % | 0.05 % | as of Feb 28, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 98,931 | 14.3M $ | 0.02 % | 0.05 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Financials ETF iShares Trust | 98,698 | 15.6M $ | 0.46 % | 0.05 % | as of Apr 30, 2026 ↗ |
| Hartford Schroders US MidCap Opportunities Fund HARTFORD MUTUAL FUNDS II, INC | 97,674 | 15.5M $ | 1.52 % | 0.05 % | as of Apr 30, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 97,600 | 14.9M $ | 0.02 % | 0.05 % | as of Feb 28, 2026 ↗ |
| Sterling Capital Equity Income Fund Sterling Capital Funds | 95,339 | 13.8M $ | 2.20 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Mid Cap Value Fund Goldman Sachs Trust | 94,617 | 14.5M $ | 1.28 % | 0.05 % | as of Feb 28, 2026 ↗ |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 93,686 | 13.6M $ | 0.28 % | 0.05 % | as of Mar 31, 2026 ↗ |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 93,259 | 14.3M $ | 0.06 % | 0.05 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 93,122 | 14.3M $ | 0.09 % | 0.05 % | as of Feb 28, 2026 ↗ |
| iShares ESG Aware MSCI USA ETF iShares Trust | 92,805 | 14.2M $ | 0.09 % | 0.05 % | as of Feb 28, 2026 ↗ |
| LVIP Nomura Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 91,725 | 13.3M $ | 1.30 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 90,979 | 14.4M $ | 0.04 % | 0.05 % | as of Apr 30, 2026 ↗ |
| Victory Sycamore Mid Cap Value Portfolio Brighthouse Funds Trust I | 89,200 | 12.9M $ | 1.54 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Natixis Oakmark Fund Natixis Funds Trust II | 88,000 | 12.7M $ | 1.18 % | 0.05 % | as of Mar 31, 2026 ↗ |
| MFS Core Equity Fund MFS SERIES TRUST I | 85,911 | 13.2M $ | 0.21 % | 0.04 % | as of Feb 28, 2026 ↗ |
| NYLI WMC Value Fund NEW YORK LIFE INVESTMENTS FUNDS | 85,252 | 13.5M $ | 1.43 % | 0.04 % | as of Apr 30, 2026 ↗ |
| VIP Value Strategies Portfolio Variable Insurance Products Fund III | 85,200 | 12.3M $ | 1.21 % | 0.04 % | as of Mar 31, 2026 ↗ |
| JNL/WMC Value Fund JNL Series Trust | 84,922 | 12.3M $ | 1.40 % | 0.04 % | as of Mar 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 84,132 | 12.2M $ | 0.04 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Franklin Mutual U.S. Mid Cap Value Fund Franklin Value Investors Trust | 82,361 | 13M $ | 1.70 % | 0.04 % | as of Apr 30, 2026 ↗ |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 80,224 | 11.6M $ | 0.05 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Fidelity Mid Cap Value Fund Fidelity Devonshire Trust | 79,777 | 12.6M $ | 0.60 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 77,208 | 11.8M $ | 0.17 % | 0.04 % | as of Feb 28, 2026 ↗ |
| WisdomTree U.S. Value Fund WisdomTree Trust | 76,959 | 11.1M $ | 0.43 % | 0.04 % | as of Mar 31, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 75,457 | 10.9M $ | 0.01 % | 0.04 % | as of Mar 31, 2026 ↗ |
| HARTFORD BALANCED HLS FUND HARTFORD SERIES FUND INC | 74,947 | 10.9M $ | 0.72 % | 0.04 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Mid Cap Growth Portfolio Brighthouse Funds Trust I | 74,800 | 10.8M $ | 1.02 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Guardian Equity Income VIP Fund Guardian Variable Products Trust | 74,529 | 10.8M $ | 1.26 % | 0.04 % | as of Mar 31, 2026 ↗ |
| JNL/WMC Equity Income Fund JNL Series Trust | 74,101 | 10.7M $ | 1.20 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Select Financials Portfolio Fidelity Select Portfolios | 74,100 | 11.3M $ | 1.16 % | 0.04 % | as of Feb 28, 2026 ↗ |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 72,537 | 11.5M $ | 0.09 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 71,319 | 10.9M $ | 0.10 % | 0.04 % | as of Feb 28, 2026 ↗ |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 69,833 | 11.1M $ | 0.09 % | 0.04 % | as of Apr 30, 2026 ↗ |
| PACE Large Co Value Equity Investments PACE SELECT ADVISORS TRUST | 69,318 | 11M $ | 1.40 % | 0.04 % | as of Apr 30, 2026 ↗ |
| NYLIM VP Schroders Mid Cap Opportunities Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 67,032 | 9.7M $ | 1.51 % | 0.03 % | as of Mar 31, 2026 ↗ |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 66,800 | 9.7M $ | 0.05 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Thrivent Small-Mid Cap Equity ETF Thrivent ETF Trust | 64,817 | 9.4M $ | 1.09 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 64,509 | 9.9M $ | 0.04 % | 0.03 % | as of Feb 28, 2026 ↗ |
| Mid Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 62,642 | 9.1M $ | 0.95 % | 0.03 % | as of Mar 31, 2026 ↗ |
| iShares ESG Optimized MSCI USA ETF iShares Trust | 61,826 | 9.8M $ | 0.26 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 61,557 | 9.7M $ | 0.09 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Columbia Research Enhanced Core ETF Columbia ETF Trust I | 61,537 | 9.7M $ | 0.18 % | 0.03 % | as of Apr 30, 2026 ↗ |
| VIP Balanced Portfolio Variable Insurance Products Fund III | 60,600 | 8.8M $ | 0.11 % | 0.03 % | as of Mar 31, 2026 ↗ |
| MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 59,323 | 8.6M $ | 0.27 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust | 59,173 | 9.4M $ | 0.67 % | 0.03 % | as of Apr 30, 2026 ↗ |
| AB Relative Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 56,980 | 8.3M $ | 0.79 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 55,927 | 8.9M $ | 0.04 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | 55,473 | 8M $ | 0.14 % | 0.03 % | as of Mar 31, 2026 ↗ |
| iShares MSCI ACWI ETF iShares Trust | 55,418 | 8.8M $ | 0.03 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 55,400 | 8.8M $ | 0.04 % | 0.03 % | as of Apr 30, 2026 ↗ |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 55,361 | 8M $ | 0.05 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust | 55,100 | 8.7M $ | 0.16 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Stock Index Fund Northern Funds | 54,751 | 7.9M $ | 0.05 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 54,248 | 7.9M $ | 0.03 % | 0.03 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Mid-Cap Growth ETF iShares Trust | 52,840 | 8.4M $ | 0.24 % | 0.03 % | as of Apr 30, 2026 ↗ |
| VIP Stock Selector Portfolio Variable Insurance Products Fund | 52,800 | 7.6M $ | 0.17 % | 0.03 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Financial Services ETF iShares Trust | 52,681 | 8.3M $ | 0.41 % | 0.03 % | as of Apr 30, 2026 ↗ |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 50,677 | 7.3M $ | 0.05 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Morningstar U.S. Equity Fund Morningstar Funds Trust | 50,072 | 7.9M $ | 0.42 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Nicholas Equity Income Fund, Inc. Nicholas Equity Income Fund, Inc. | 49,500 | 7.8M $ | 1.67 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 49,158 | 7.8M $ | 0.35 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 48,692 | 7.7M $ | 0.04 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Nomura Opportunity Fund Delaware Group Equity Funds IV | 48,520 | 7M $ | 1.31 % | 0.03 % | as of Mar 31, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 48,170 | 7M $ | 0.04 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Nuveen Mid Cap Value Opportunities Fund Nuveen Investment Funds, Inc. | 48,093 | 7.6M $ | 2.11 % | 0.03 % | as of Apr 30, 2026 ↗ |
| NVIT Victory Mid Cap Value Fund Nationwide Variable Insurance Trust | 47,525 | 6.9M $ | 1.54 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO | 47,063 | 7.5M $ | 0.06 % | 0.02 % | as of Apr 30, 2026 ↗ |
| AQR Style Premia Alternative Fund AQR Funds | 46,304 | 6.7M $ | 0.30 % | 0.02 % | as of Mar 31, 2026 ↗ |
| SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 45,580 | 6.6M $ | 0.49 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 45,527 | 7.2M $ | 0.06 % | 0.02 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST | 44,835 | 6.5M $ | 1.56 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Fidelity Advisor Financials Fund Fidelity Advisor Series VII | 44,750 | 7.1M $ | 1.13 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 44,417 | 7M $ | 0.04 % | 0.02 % | as of Apr 30, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 42,169 | 6.7M $ | 0.08 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Victory 500 Index Fund Victory Portfolios III | 41,684 | 6.6M $ | 0.04 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust | 41,682 | 6.6M $ | 0.51 % | 0.02 % | as of Apr 30, 2026 ↗ |
| MFS Mid Cap Value Portfolio MFS VARIABLE INSURANCE TRUST III | 41,608 | 6M $ | 1.02 % | 0.02 % | as of Mar 31, 2026 ↗ |
| CTIVP - Victory Sycamore Established Value Fund Columbia Funds Variable Series Trust II | 41,400 | 6M $ | 1.53 % | 0.02 % | as of Mar 31, 2026 ↗ |
| AST Balanced Asset Allocation Portfolio Advanced Series Trust | 40,600 | 5.9M $ | 0.03 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 40,501 | 6.2M $ | 0.08 % | 0.02 % | as of Feb 28, 2026 ↗ |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 40,377 | 6.2M $ | 0.09 % | 0.02 % | as of Feb 28, 2026 ↗ |
| SA JPMorgan Mid-Cap Growth Portfolio SUNAMERICA SERIES TRUST | 40,239 | 6.4M $ | 0.96 % | 0.02 % | as of Apr 30, 2026 ↗ |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 39,959 | 6.3M $ | 0.04 % | 0.02 % | as of Apr 30, 2026 ↗ |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 39,811 | 6.1M $ | 0.05 % | 0.02 % | as of Feb 28, 2026 ↗ |
| Allspring Common Stock Fund ALLSPRING FUNDS TRUST | 39,575 | 5.7M $ | 0.99 % | 0.02 % | as of Mar 31, 2026 ↗ |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 38,973 | 5.6M $ | 0.05 % | 0.02 % | as of Mar 31, 2026 ↗ |
| JPMorgan Equity Index Fund JPMorgan Trust II | 38,758 | 5.6M $ | 0.05 % | 0.02 % | as of Mar 31, 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