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 | |
|---|---|---|---|---|---|
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 38,673 | 6.1M $ | 0.04 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Fidelity Large Cap Stock Fund Fidelity Concord Street Trust | 38,313 | 6.1M $ | 0.06 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Lord Abbett Growth Opportunities Fund LORD ABBETT RESEARCH FUND INC | 37,904 | 5.8M $ | 0.84 % | 0.02 % | as of Feb 28, 2026 ↗ |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 37,650 | 5.5M $ | 0.05 % | 0.02 % | as of Mar 31, 2026 ↗ |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 36,935 | 5.8M $ | 0.04 % | 0.02 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 36,681 | 5.3M $ | 0.05 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I | 36,586 | 5.3M $ | 0.32 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB | 36,393 | 50.2M SEK | 0.04 % | 0.02 % | as of Mar 31, 2026 ↗ |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 36,334 | 5.3M $ | 0.05 % | 0.02 % | as of Mar 31, 2026 ↗ |
| 500 Index Trust John Hancock Variable Insurance Trust | 36,177 | 5.2M $ | 0.05 % | 0.02 % | as of Mar 31, 2026 ↗ |
| ClearBridge Variable Mid Cap Portfolio Legg Mason Partners Variable Equity Trust | 35,000 | 5.1M $ | 2.11 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Handelsbanken Global Index Criteria Handelsbanken Fonder AB | 34,805 | 48M SEK | 0.03 % | 0.02 % | as of Mar 31, 2026 ↗ |
| LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 34,609 | 5M $ | 1.05 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 34,136 | 5.4M $ | 0.21 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Direxion Daily Financial Bull 3X Shares Direxion Shares ETF Trust | 33,559 | 5.3M $ | 0.27 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 33,227 | 5.3M $ | 0.04 % | 0.02 % | as of Apr 30, 2026 ↗ |
| JNL Multi-Manager Mid Cap Fund JNL Series Trust | 33,000 | 4.8M $ | 0.45 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 32,332 | 4.9M $ | 0.05 % | 0.02 % | as of Feb 28, 2026 ↗ |
| LVIP JPMorgan Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 32,166 | 4.7M $ | 1.60 % | 0.02 % | as of Mar 31, 2026 ↗ |
| PSF PGIM Flexible Managed Portfolio Prudential Series Fund | 32,100 | 4.6M $ | 0.09 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Heartland Mid Cap Value Fund HEARTLAND GROUP INC. | 31,980 | 4.6M $ | 1.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 31,501 | 4.6M $ | 0.25 % | 0.02 % | as of Mar 31, 2026 ↗ |
| DIVERSIFIED VALUE PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 31,100 | 4.5M $ | 0.32 % | 0.02 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Mid-Cap Growth Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 30,966 | 4.5M $ | 1.04 % | 0.02 % | as of Mar 31, 2026 ↗ |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 30,895 | 4.9M $ | 0.20 % | 0.02 % | as of Apr 30, 2026 ↗ |
| LVIP Nomura Social Awareness Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 30,798 | 4.5M $ | 0.59 % | 0.02 % | as of Mar 31, 2026 ↗ |
| VIP Value Portfolio Variable Insurance Products Fund | 30,553 | 4.4M $ | 0.73 % | 0.02 % | as of Mar 31, 2026 ↗ |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 30,356 | 4.4M $ | 0.32 % | 0.02 % | as of Mar 31, 2026 ↗ |
| SA Franklin Systematic U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST | 30,323 | 4.8M $ | 0.82 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 30,316 | 4.4M $ | 0.26 % | 0.02 % | as of Mar 31, 2026 ↗ |
| PSF Stock Index Portfolio Prudential Series Fund | 30,050 | 4.4M $ | 0.04 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 29,861 | 4.7M $ | 0.23 % | 0.02 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 29,806 | 4.6M $ | 0.04 % | 0.02 % | as of Feb 28, 2026 ↗ |
| AST Aggressive Asset Allocation Portfolio Advanced Series Trust | 29,400 | 4.3M $ | 0.04 % | 0.02 % | as of Mar 31, 2026 ↗ |
| NEOS S&P 500(R) High Income ETF NEOS ETF Trust | 29,173 | 4.2M $ | 0.05 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Nationwide Geneva Mid Cap Growth Fund Nationwide Mutual Funds | 28,697 | 4.5M $ | 1.73 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 28,640 | 4.1M $ | 0.05 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares ESG MSCI KLD 400 ETF iShares Trust | 28,615 | 4.5M $ | 0.09 % | 0.01 % | as of Apr 30, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 28,571 | 4.5M $ | 0.08 % | 0.01 % | as of Apr 30, 2026 ↗ |
| VIP Growth and Income Portfolio Variable Insurance Products Fund III | 28,550 | 4.1M $ | 0.16 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Column Mid Cap Fund Trust for Professional Managers | 28,097 | 4.3M $ | 0.39 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust | 27,395 | 4.3M $ | 0.08 % | 0.01 % | as of Apr 30, 2026 ↗ |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | 26,732 | 3.9M $ | 0.04 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 26,663 | 4.2M $ | 0.04 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Victory Integrity Mid-Cap Value Fund Victory Portfolios | 26,620 | 3.9M $ | 1.15 % | 0.01 % | as of Mar 31, 2026 ↗ |
| DEAN MID CAP VALUE Unified Series Trust | 26,214 | 3.8M $ | 1.55 % | 0.01 % | as of Mar 31, 2026 ↗ |
| MML Mid Cap Growth Fund MML SERIES INVESTMENT FUND | 25,506 | 3.7M $ | 1.05 % | 0.01 % | as of Mar 31, 2026 ↗ |
| NYLI Balanced Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 25,131 | 4M $ | 0.89 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 24,743 | 3.6M $ | 0.01 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 24,578 | 3.6M $ | 0.06 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 24,337 | 3.7M $ | 0.05 % | 0.01 % | as of Feb 28, 2026 ↗ |
| ClearBridge Mid Cap Growth Fund Legg Mason Partners Investment Trust | 24,327 | 3.9M $ | 1.38 % | 0.01 % | as of Apr 30, 2026 ↗ |
| NAA SMID CAP VALUE FUND New Age Alpha Funds Trust | 24,225 | 3.5M $ | 1.24 % | 0.01 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | 24,105 | 3.5M $ | 0.06 % | 0.01 % | as of Mar 31, 2026 ↗ |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 24,054 | 3.5M $ | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Advisor Capital Development Fund Fidelity Destiny Portfolios | 23,850 | 3.5M $ | 0.06 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Handelsbanken USA Index Criteria Handelsbanken Fonder AB | 23,720 | 32.7M SEK | 0.07 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Mid Cap Value ETF American Century ETF Trust | 23,311 | 3.6M $ | 0.70 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Invesco S&P 500 Equal Weight Financials ETF Invesco Exchange-Traded Fund Trust | 23,137 | 3.7M $ | 1.32 % | 0.01 % | as of Apr 30, 2026 ↗ |
| First Trust Capital Strength Portfolio First Trust Variable Insurance Trust | 22,665 | 3.3M $ | 1.70 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Harbor Mid Cap Fund HARBOR FUNDS | 22,494 | 3.6M $ | 1.71 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 22,439 | 3.2M $ | 0.05 % | 0.01 % | as of Mar 31, 2026 ↗ |
| State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 22,023 | 3.2M $ | 0.68 % | 0.01 % | as of Mar 31, 2026 ↗ |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 22,018 | 3.5M $ | 0.32 % | 0.01 % | as of Apr 30, 2026 ↗ |
| VIP Financials Portfolio Variable Insurance Products Fund IV | 21,750 | 3.1M $ | 1.16 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds | 21,620 | 3.4M $ | 0.18 % | 0.01 % | as of Apr 30, 2026 ↗ |
| JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust | 21,608 | 3.4M $ | 0.04 % | 0.01 % | as of Apr 30, 2026 ↗ |
| MFS Blended Research Value Equity Fund MFS SERIES TRUST X | 21,510 | 3.3M $ | 1.01 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Value Advantage Portfolio PACIFIC SELECT FUND | 21,508 | 3.1M $ | 0.68 % | 0.01 % | as of Mar 31, 2026 ↗ |
| EQ/500 Managed Volatility Portfolio EQ Advisors Trust | 21,480 | 3.1M $ | 0.04 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST | 21,300 | 3.4M $ | 0.27 % | 0.01 % | as of Apr 30, 2026 ↗ |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 21,200 | 3.1M $ | 0.04 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 20,505 | 3.1M $ | 0.07 % | 0.01 % | as of Feb 28, 2026 ↗ |
| AQR Equity Market Neutral Fund AQR Funds | 20,318 | 2.9M $ | 0.09 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VY(R) JPMORGAN MID CAP VALUE PORTFOLIO Voya Partners Inc | 20,173 | 2.9M $ | 1.60 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Stock Index Fund VALIC Co I | 20,128 | 3.1M $ | 0.05 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Equity Index Portfolio PACIFIC SELECT FUND | 19,907 | 2.9M $ | 0.05 % | 0.01 % | as of Mar 31, 2026 ↗ |
| NYLIM VP Balanced Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 19,840 | 2.9M $ | 0.85 % | 0.01 % | as of Mar 31, 2026 ↗ |
| EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust | 19,600 | 2.8M $ | 0.20 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Mid Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 19,248 | 2.8M $ | 0.42 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Franklin Mutual Small-Mid Cap Value Fund Franklin Value Investors Trust | 18,999 | 3M $ | 1.35 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Victory Pioneer Mid Cap Value VCT Portfolio Victory Variable Insurance Funds II | 18,739 | 2.7M $ | 2.60 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 18,735 | 2.9M $ | 0.17 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Nuveen ESG Mid-Cap Value ETF NuShares ETF Trust | 18,702 | 3M $ | 0.69 % | 0.01 % | as of Apr 30, 2026 ↗ |
| iShares Morningstar Mid-Cap ETF iShares Trust | 18,504 | 2.9M $ | 0.19 % | 0.01 % | as of Apr 30, 2026 ↗ |
| EQ/American Century Mid Cap Value Portfolio EQ Advisors Trust | 18,236 | 2.6M $ | 0.42 % | 0.01 % | as of Mar 31, 2026 ↗ |
| MOA EQUITY INDEX FUND MoA Funds Corp | 18,106 | 2.6M $ | 0.04 % | 0.01 % | as of Mar 31, 2026 ↗ |
| NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust | 17,860 | 2.6M $ | 0.05 % | 0.01 % | as of Mar 31, 2026 ↗ |
| NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 17,380 | 2.5M $ | 0.04 % | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares MSCI USA Equal Weighted ETF iShares, Inc. | 17,149 | 2.6M $ | 0.17 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Invesco V.I. Main Street Mid Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 17,027 | 2.5M $ | 1.65 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 16,983 | 2.5M $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 16,969 | 2.7M $ | 0.18 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust | 16,873 | 2.4M $ | 0.08 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Balanced K6 Fund Fidelity Puritan Trust | 16,476 | 2.5M $ | 0.11 % | 0.01 % | as of Feb 28, 2026 ↗ |
| iShares MSCI World ETF iShares, Inc. | 16,150 | 2.5M $ | 0.04 % | 0.01 % | as of Feb 28, 2026 ↗ |
| MML Equity Fund MML Series Investment Fund II | 16,100 | 2.3M $ | 0.26 % | 0.01 % | as of Mar 31, 2026 ↗ |
| EQUITY INDEX FUND GuideStone Funds | 15,892 | 2.3M $ | 0.04 % | 0.01 % | as of Mar 31, 2026 ↗ |
| BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust | 15,646 | 2.5M $ | 0.05 % | 0.01 % | as of Apr 30, 2026 ↗ |
| First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust | 15,539 | 2.2M $ | 0.31 % | 0.01 % | 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