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 | |
|---|---|---|---|---|---|
| Dimensional VA U.S. Large Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 15,482 | 2.5M $ | 0.29 % | 0.01 % | as of Apr 30, 2026 ↗ |
| AST Large-Cap Value Portfolio Advanced Series Trust | 15,419 | 2.2M $ | 0.06 % | 0.01 % | as of Mar 31, 2026 ↗ |
| First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 15,176 | 2.4M $ | 0.18 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust | 14,454 | 2.1M $ | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 14,407 | 2.2M $ | 0.04 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 14,278 | 2.1M $ | 0.20 % | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. Sector Rotation Fund John Hancock Funds II | 14,144 | 2.2M $ | 0.04 % | 0.01 % | as of Feb 28, 2026 ↗ |
| ProShares Ultra S&P500 ProShares Trust | 13,984 | 2.1M $ | 0.03 % | 0.01 % | as of Feb 28, 2026 ↗ |
| VanEck Morningstar SMID Moat ETF VanEck ETF Trust | 13,982 | 2M $ | 0.63 % | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 13,955 | 2.2M $ | 0.09 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Victory Multi-Cap Fund Victory Portfolios | 13,900 | 2M $ | 0.40 % | 0.01 % | as of Mar 31, 2026 ↗ |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 13,773 | 2M $ | 0.13 % | 0.01 % | as of Mar 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 13,610 | 2.2M $ | 0.09 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 13,586 | 2.1M $ | 0.04 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds | 13,579 | 2.1M $ | 0.04 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Venerable Large Cap Index Fund Venerable Variable Insurance Trust | 13,347 | 1.9M $ | 0.05 % | 0.01 % | as of Mar 31, 2026 ↗ |
| LVIP American Century Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 13,188 | 1.9M $ | 0.42 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 12,949 | 2M $ | 0.05 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Guardian Small-Mid Cap Core VIP Fund Guardian Variable Products Trust | 12,927 | 1.9M $ | 1.00 % | 0.01 % | as of Mar 31, 2026 ↗ |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 12,649 | 1.8M $ | 0.04 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 12,516 | 1.9M $ | 0.04 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Voya VACS Index Series S Portfolio Voya Investors Trust | 12,359 | 1.8M $ | 0.04 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 12,246 | 1.8M $ | 0.06 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Virtus Terranova U.S. Quality Momentum ETF Virtus ETF Trust II | 12,121 | 1.9M $ | 0.81 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Fidelity Advisor Value Fund Fidelity Advisor Series I | 11,998 | 1.9M $ | 0.50 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust | 11,862 | 1.9M $ | 0.03 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Ancora/Thelen Small-Mid Cap Fund ANCORA TRUST | 11,683 | 1.7M $ | 0.80 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Storebrand USA Storebrand Asset Management AS | 11,507 | 15.9M SEK | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Enhanced U.S. Equity ETF Goldman Sachs ETF Trust | 11,338 | 1.7M $ | 0.52 % | 0.01 % | as of Feb 28, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 11,329 | 1.8M $ | 0.04 % | 0.01 % | as of Apr 30, 2026 ↗ |
| First Trust Dorsey Wright Momentum & Low Volatility ETF First Trust Exchange-Traded Fund VI | 11,215 | 1.6M $ | 2.35 % | 0.01 % | as of Mar 31, 2026 ↗ |
| NAA SMID-CAP VALUE SERIES New Age Alpha Variable Funds Trust | 11,020 | 1.6M $ | 1.24 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Putnam VT Core Equity Fund Putnam Variable Trust | 10,842 | 1.6M $ | 0.96 % | 0.01 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Financials ProShares Trust | 10,777 | 1.6M $ | 0.23 % | 0.01 % | as of Feb 28, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 10,739 | 1.6M $ | 0.04 % | 0.01 % | as of Mar 31, 2026 ↗ |
| EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 10,685 | 1.5M $ | 0.04 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SEB USA Exposure SEB Funds AB | 10,635 | 14.7M SEK | 0.05 % | 0.01 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST | 10,477 | 1.5M $ | 0.51 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity SAI Sustainable Sector Fund Fidelity Summer Street Trust | 10,433 | 1.6M $ | 0.24 % | 0.01 % | as of Feb 28, 2026 ↗ |
| NAA LARGE CAP VALUE SERIES New Age Alpha Variable Funds Trust | 10,252 | 1.5M $ | 0.80 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS | 10,219 | 1.5M $ | 0.05 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VOYA MULTI-MANAGER MID CAP VALUE FUND Voya Equity Trust | 10,161 | 1.6M $ | 1.02 % | 0.01 % | as of Feb 28, 2026 ↗ |
| iShares ESG Advanced MSCI USA ETF iShares Trust | 10,070 | 1.5M $ | 0.13 % | 0.01 % | as of Feb 28, 2026 ↗ |
| iShares Morningstar Growth ETF iShares Trust | 10,029 | 1.6M $ | 0.05 % | 0.01 % | as of Apr 30, 2026 ↗ |
| MFS Blended Research Core Equity Fund MFS SERIES TRUST XI | 10,021 | 1.5M $ | 0.09 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Handelsbanken Developed Markets Index Criteria Handelsbanken Fonder AB | 10,019 | 13.8M SEK | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| LVIP American Century Select Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 9,955 | 1.4M $ | 0.33 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Xtrackers S&P 500 Scored & Screened ETF DBX ETF Trust | 9,923 | 1.5M $ | 0.06 % | 0.01 % | as of Feb 27, 2026 ↗ |
| Sovereign's Capital Flourish Fund Elevation Series Trust | 9,855 | 1.6M $ | 1.66 % | 0.01 % | as of Apr 30, 2026 ↗ |
| AQR Long-Short Equity Fund AQR Funds | 9,601 | 1.4M $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 9,558 | 1.5M $ | 0.07 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Victory Diversified Stock Fund Victory Portfolios | 9,447 | 1.4M $ | 0.38 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST | 9,363 | 1.5M $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs MarketBeta U.S. Equity ETF Goldman Sachs ETF Trust | 9,361 | 1.4M $ | 0.05 % | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares Morningstar Mid-Cap Value ETF iShares Trust | 9,271 | 1.5M $ | 0.14 % | 0.00 % | as of Apr 30, 2026 ↗ |
| BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. | 9,247 | 1.3M $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Pacer Trendpilot US Large Cap ETF Pacer Funds Trust | 9,091 | 1.4M $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. | 9,068 | 1.3M $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 8,919 | 1.4M $ | 0.05 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 8,904 | 1.3M $ | 0.20 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global X S&P 500 Covered Call ETF GLOBAL X FUNDS | 8,880 | 1.4M $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 8,838 | 1.4M $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Penn Series Large Cap Value Fund Penn Series Funds Inc | 8,710 | 1.3M $ | 0.79 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PGIM Quant Solutions Large-Cap Core Fund Prudential Investment Portfolios 9 | 8,600 | 1.4M $ | 0.13 % | 0.00 % | as of Apr 30, 2026 ↗ |
| World Selection Index Fund Northern Funds | 8,600 | 1.2M $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. | 8,400 | 1.3M $ | 1.64 % | 0.00 % | as of Apr 30, 2026 ↗ |
| VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II | 8,170 | 1.2M $ | 0.23 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares UltraPro S&P500 ProShares Trust | 8,159 | 1.2M $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 8,121 | 1.2M $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 8,101 | 1.2M $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust | 8,041 | 1.2M $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | 7,899 | 1.1M $ | 0.11 % | 0.00 % | as of Mar 31, 2026 ↗ |
| First American Multi-Manager Domestic Equity Fund PFM Multi-Manager Series Trust | 7,847 | 1.1M $ | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 7,843 | 1.1M $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS | 7,700 | 1.1M $ | 0.26 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF SPDR SERIES TRUST | 7,689 | 1.1M $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. | 7,599 | 1.2M $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| iShares Dow Jones U.S. ETF iShares Trust | 7,597 | 1.2M $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust | 7,431 | 1.1M $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Voya VACS Series MCV Fund Voya Equity Trust | 7,419 | 1.1M $ | 1.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust | 7,365 | 1.2M $ | 0.15 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Columbia Variable Portfolio - Large Cap Index Fund Columbia Funds Variable Series Trust II | 7,265 | 1.1M $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc | 7,252 | 1.1M $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust | 7,153 | 1M $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 7,100 | 1M $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| DWS Small Cap Growth Fund DEUTSCHE DWS INVESTMENT TRUST | 7,065 | 1M $ | 0.40 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 6,900 | 999.1K $ | 0.23 % | 0.00 % | as of Mar 31, 2026 ↗ |
| NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust | 6,848 | 991.5K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Mid Cap Equity ETF American Century ETF Trust | 6,801 | 1M $ | 0.33 % | 0.00 % | as of Feb 28, 2026 ↗ |
| AVIP AB Relative Value Portfolio AuguStar Variable Insurance Products Fund Inc | 6,790 | 983.1K $ | 0.79 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MML VIP American Century Mid Cap Value Fund MML SERIES INVESTMENT FUND | 6,745 | 976.6K $ | 0.42 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 6,677 | 1M $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 6,640 | 961.4K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS | 6,625 | 959.2K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Global Financials ETF iShares Trust | 6,590 | 954.2K $ | 0.18 % | 0.00 % | as of Mar 31, 2026 ↗ |
| First Trust Dorsey Wright Momentum & Value ETF First Trust Exchange-Traded Fund VI | 6,496 | 940.6K $ | 2.29 % | 0.00 % | as of Mar 31, 2026 ↗ |
| YORKTOWN GROWTH FUND American Pension Investors Trust | 6,450 | 1M $ | 0.84 % | 0.00 % | as of Apr 30, 2026 ↗ |
| First Trust Dorsey Wright Momentum & Dividend ETF First Trust Exchange-Traded Fund VI | 6,335 | 917.2K $ | 1.46 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Columbia Research Enhanced Value ETF Columbia ETF Trust I | 6,328 | 1M $ | 0.35 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 6,289 | 910.6K $ | 0.20 % | 0.00 % | 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