How many stocks does RAYMOND JAMES FINANCIAL INC own?

As of Q3 2025, RAYMOND JAMES FINANCIAL INC holds 4,957 positions in their 13F portfolio.

What is RAYMOND JAMES FINANCIAL INC's largest holding?

VOO at 5.6% of portfolio, worth $17.3B.

What is RAYMOND JAMES FINANCIAL INC's total portfolio value?

$311.1B as of Q3 2025, tracked across 4,957 holdings.

Is RAYMOND JAMES FINANCIAL INC a hedge fund?

RAYMOND JAMES FINANCIAL INC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does RAYMOND JAMES FINANCIAL INC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has RAYMOND JAMES FINANCIAL INC's portfolio changed in Q3 2025?

View RAYMOND JAMES FINANCIAL INC's latest portfolio changes, new positions, and exits for Q3 2025 on HoldingsIntel.

What is RAYMOND JAMES FINANCIAL INC's investment strategy?

RAYMOND JAMES FINANCIAL INC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

RAYMOND JAMES FINANCIAL INC

Institutional investor · Portfolio as of Q3 2025

SEC EDGAR SourceSEC Filings

$311.1B

AUM

4,957

Positions

Q3 2025

Filing

Rating · 2.0

Quarterly Portfolio Change

Activity profile

$ moved · Q3'25

New1%Increased61%Decreased38%Exited1%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 2.8 quarters

<1Q2%1-4Q97%1-2Y0%2Y+1%

Q3 2025 Summary

Active quarter - 80 new positions, 2121 exits, 2676 increased. Top move: AGG (INCREASED, conviction 56). Portfolio: $311.1B across 4957 positions.

Portfolio Allocation

Top holdings by portfolio weight

VOO5.58%

MSFT2.85%

AGG2.55%

AAPL2.44%

NVDA2.05%

AVGO1.73%

AMZN1.47%

JPM1.46%

IEFA1.05%

GOOGL1.04%

Other0.99%

Sector Breakdown

Portfolio allocation by GICS sector

Unknown40.37%

Technology16.77%

Financial Services8.89%

Industrials6.90%

Healthcare6.27%

Consumer Cyclical6.12%

Communication Services4.54%

Consumer Defensive3.29%

Energy2.56%

Utilities1.86%

Other2.45%

Fund DNA

Behavioral investing profile

Balanced Allocator95%- primarily Unknown, Technology

Compare DNA across all funds

Fund Rating

7-dimension quality assessment

Below Average(2.0 / 5.0)

Track Record59

Conviction44

Concentration0

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Position Outcomes

Best and worst performing positions by estimated return

Top Winners

OKLO4Q held

OKLO INC

Avg $24.98 · $30.4M est. P&L

Est. P&L

+366.48%

VFF4Q held

VILLAGE FARMS INTL INC

Avg $0.76 · $259,765 est. P&L

Est. P&L

+338.16%

VGZ4Q held

VISTA GOLD CORP

Avg $0.54 · $73,095 est. P&L

Est. P&L

+305.56%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Holdings4,957 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
VOO ETF VANGUARD INDEX FDS	28.3M	$17.3B	5.6%	—	$535.96	+13.52%	4 qtrssince 2024-Q4	Decreased 0
MSFT MICROSOFT CORP	17.1M	$8.9B	2.8%	—	$422.32	+21.62%	4 qtrssince 2024-Q4	Increased 55
AGG ETF ISHARES TR	79.2M	$7.9B	2.6%	—	$93.22	+5.82%	4 qtrssince 2024-Q4	Increased 56
AAPL APPLE INC	29.8M	$7.6B	2.4%	—	$250.89	+1.22%	4 qtrssince 2024-Q4	Increased 56
NVDA NVIDIA CORPORATION	34.2M	$6.4B	2.1%	—	$137.92	+31.85%	4 qtrssince 2024-Q4	Decreased 0
AVGO BROADCOM INC	16.3M	$5.4B	1.7%	—	$233.65	+40.07%	4 qtrssince 2024-Q4	Decreased 0
AMZN AMAZON COM INC	20.8M	$4.6B	1.5%	—	$221.36	+0.37%	4 qtrssince 2024-Q4	Increased 50
JPM JPMORGAN CHASE & CO	14.4M	$4.6B	1.5%	—	$233.31	+34.05%	4 qtrssince 2024-Q4	Decreased 0
IEFA ETF ISHARES TR	37.5M	$3.3B	1.1%	—	$68.21	+25.00%	4 qtrssince 2024-Q4	Decreased 0
GOOGL ALPHABET INC	13.4M	$3.2B	1.0%	—	$190.99	+27.70%	4 qtrssince 2024-Q4	Increased 51
SPY Unit State Street Spdr S&p 500 Etf Trust TR UNIT	4.6M	$3.1B	1.0%	—	$581.39	+13.82%	4 qtrssince 2024-Q4	Decreased 0
META META PLATFORMS INC	3.9M	$2.8B	0.9%	—	$597.26	+24.37%	4 qtrssince 2024-Q4	Increased 47
IVV ETF iShares Trust CORE S&P500 ETF	4M	$2.7B	0.9%	—	$583.16	+13.93%	4 qtrssince 2024-Q4	Decreased 0
WMT WALMART INC	25M	$2.6B	0.8%	—	$89.77	+14.60%	4 qtrssince 2024-Q4	Increased 45
IJH ETF ISHARES TR	38.7M	$2.5B	0.8%	—	$61.11	+6.15%	4 qtrssince 2024-Q4	Decreased 0
QQQ Unit Invesco QQQ Trust, Series 1 UNIT SER 1	3.9M	$2.4B	0.8%	—	$520.53	+14.88%	4 qtrssince 2024-Q4	Increased 49
HD HOME DEPOT INC	5.6M	$2.3B	0.7%	—	$380.33	+6.27%	4 qtrssince 2024-Q4	Increased 46
ABBV ABBVIE INC	9.6M	$2.2B	0.7%	—	$172.69	+27.27%	4 qtrssince 2024-Q4	Increased 46
BRK/B BERKSHIRE HATHAWAY INC DEL	4M	$2B	0.7%	—	$454.11	+9.94%	4 qtrssince 2024-Q4	Increased 47
ETN EATON CORP PLC	5.4M	$2B	0.6%	—	$329.71	+11.36%	4 qtrssince 2024-Q4	Decreased 0
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