Raymond James Financial Inc
About Raymond James Financial Inc’s 13F portfolio
Raymond James Financial Inc is an institutional investment manager that discloses its US-listed holdings each quarter through an SEC Form 13F filing. As of , Raymond James Financial Inc reported $368.7B across 5,261 US-listed positions (). Its largest position is VANGUARD INDEX FDS (VOO) at 5.8% of the reported book, and its ten biggest holdings make up 21% of the portfolio. Browse every manager in the fund managers directory, or see the legendary investors we track on the superinvestors page.
| # | Stock | Price | % of portfolio | Shares | Value |
|---|---|---|---|---|---|
| 1 |  NYSE Arca: VOO VANGUARD INDEX FDS | — — | 5.8% | 31.1M | $21.4B |
| 2 |  NYSE Arca: AGG ISHARES TR | — — | 2.5% | 92.8M | $9.2B |
| 3 |  NASDAQ: AAPL APPLE INC | — — | 2.4% | 30.9M | $8.9B |
| 4 |  NASDAQ: NVDA NVIDIA CORPORATION | — — | 1.9% | 35.9M | $7.2B |
| 5 |  NASDAQ: MSFT MICROSOFT CORP | — — | 1.9% | 18.4M | $6.9B |
| 6 |  NASDAQ: AVGO BROADCOM INC | — — | 1.7% | 16.4M | $6.2B |
| 7 |  NASDAQ: AMZN AMAZON COM INC | — — | 1.4% | 21.2M | $5.0B |
| 8 |  NYSE: JPM JPMORGAN CHASE & CO | — — | 1.3% | 14.8M | $4.8B |
| 9 |  NASDAQ: GOOGL ALPHABET INC | — — | 1.3% | 13.0M | $4.6B |
| 10 |  Cboe BZX: IEFA ISHARES TR | — — | 1.2% | 46.0M | $4.4B |
| 11 |  NYSE Arca: IVV ISHARES TR | — — | 1.0% | 4.7M | $3.6B |
| 12 |  NYSE Arca: SPY STATE STR SPDR S&P 500 ETF T | — — | 0.9% | 4.6M | $3.5B |
| 13 |  NASDAQ: QQQ INVESCO QQQ TR | — — | 0.8% | 4.2M | $3.1B |
| 14 |  NYSE Arca: IJH ISHARES TR | — — | 0.8% | 39.1M | $3.0B |
| 15 |  NASDAQ: WMT WALMART INC | — — | 0.7% | 24.2M | $2.7B |
| 16 |  NASDAQ: GOOG ALPHABET INC | — — | 0.7% | 7.7M | $2.7B |
| 17 |  NYSE: ABBV ABBVIE INC | — — | 0.7% | 10.4M | $2.6B |
| 18 |  NYSE: JNJ JOHNSON & JOHNSON | — — | 0.7% | 10.1M | $2.6B |
| 19 |  NYSE Arca: VO VANGUARD INDEX FDS | — — | 0.7% | 31.3M | $2.5B |
| 20 |  NYSE: ETN EATON CORP PLC | — — | 0.6% | 5.5M | $2.3B |
| 21 |  NASDAQ: META META PLATFORMS INC | — — | 0.6% | 3.9M | $2.2B |
| 22 |  NYSE Arca: IJR ISHARES TR | — — | 0.6% | 14.1M | $2.1B |
| 23 |  BRK/B BERKSHIRE HATHAWAY INC DEL | — — | 0.6% | 4.1M | $2.1B |
| 24 |  NYSE: HD HOME DEPOT INC | — — | 0.6% | 5.8M | $2.1B |
| 25 |  NYSE: LLY ELI LILLY & CO | — — | 0.6% | 1.7M | $2.1B |
Showing 1–25 of 500 positions on this page — of 5,261 total reported in this 13F. Positions beyond the first 500 are not yet available on this page.
- Technology15%
- Financial Services5.8%
- Industrials5.5%
- Healthcare4.7%
- Consumer Cyclical3.8%
- Communication Services3.6%
- Consumer Defensive2.5%
- Energy2.1%
- Utilities1.3%
- Basic Materials0.9%
- Real Estate0.6%
- AddedVOOVANGUARD INDEX FDS+1.7%$21.4B
- AddedAGGISHARES TR+4.6%$9.2B
- AddedAAPLAPPLE INC+2.6%$8.9B
- AddedNVDANVIDIA CORPORATION+2.4%$7.2B
- AddedMSFTMICROSOFT CORP+4.0%$6.9B
- AddedAVGOBROADCOM INC+0.8%$6.2B
- AddedJPMJPMORGAN CHASE & CO+2.1%$4.8B
- AddedIEFAISHARES TR+3.1%$4.4B
- AddedIVVISHARES TR+4.2%$3.6B
- AddedSPYSTATE STR SPDR S&P 500 ETF T+2.5%$3.5B
- ReducedAMZNAMAZON COM INC−0.3%$5.0B
- ReducedGOOGLALPHABET INC−1.5%$4.6B
- ReducedJNJJOHNSON & JOHNSON−1.2%$2.6B
- ReducedETNEATON CORP PLC−0.2%$2.3B
- ReducedIJRISHARES TR−0.2%$2.1B
- ReducedBRK/BBERKSHIRE HATHAWAY INC DEL−2.5%$2.1B
- ReducedHDHOME DEPOT INC−0.0%$2.1B
- ReducedAMDADVANCED MICRO DEVICES INC−1.4%$2.0B
- ReducedADIANALOG DEVICES INC−3.8%$1.9B
- ReducedMUMICRON TECHNOLOGY INC−3.3%$1.5B
Reading Raymond James Financial Inc’s 13F portfolio
Raymond James Financial Inc’s $368.7B 13F book is spread across 5,261 reported positions and is broadly diversified — the ten largest names are just 21% of the portfolio. Spread this wide across 5,261 names, no single position dominates, which is typical of large, index-oriented mandates that track broad market exposure. Its five largest positions are VOO, AGG, AAPL, NVDA and MSFT, led by VANGUARD INDEX FDS (VOO) at 5.8% of the portfolio. The heaviest sector exposure is Technology (15%), then Financial Services (6%).
What Raymond James Financial Inc changed last quarter
Between 2026-03-31 and Q2 2026, Raymond James Financial Inc was a net buyer: it opened 315 new positions and added to 2,669 more, while trimming 2,175 and closing 226 outright. Against a 5,261-name book, that is moderate turnover, pointing to steady rotation within the portfolio. Its largest new or increased position was VANGUARD INDEX FDS (VOO), and its biggest reduction was AMAZON COM INC (AMZN).
What a 13F does and doesn’t reveal
A 13F captures only Raymond James Financial Inc’s long positions in US-listed stocks at a single quarter-end, so it is best read as a lagged snapshot rather than a live portfolio. It won’t show shorts, cash, bonds, or holdings listed outside the US, and it never reveals the price paid or the reasoning behind a trade. The signal is in the pattern over time: which names Raymond James Financial Inc is building up, trimming, or exiting, and how concentrated the book stays from quarter to quarter.
Frequently asked questions
What is an SEC 13F filing?
A Form 13F is a report that every institutional investment manager with at least $100 million in US-listed securities must file with the SEC within 45 days of each quarter's end. It lists the manager's long positions in US-listed stocks and certain options, with the share count and market value of each. Raymond James Financial Inc's profile on this page is built directly from those filings.
How current is the 13F data on Raymond James Financial Inc's page?
It reflects Raymond James Financial Inc's most recently filed 13F, currently the quarter ending Q2 2026. Because managers have up to 45 days after a quarter closes to file, a 13F is always a slightly lagged view rather than a live portfolio. When Raymond James Financial Inc files its next quarterly report, this page refreshes automatically.
Can I see Raymond James Financial Inc's complete list of holdings?
This page highlights Raymond James Financial Inc's largest positions rather than all 5,261 names in the filing. The complete, position-by-position 13F is public and available from the SEC's EDGAR database under Raymond James Financial Inc's filings.
Does a 13F show everything Raymond James Financial Inc owns?
No. A 13F only covers long positions in US-listed stocks and certain options. It leaves out short positions, cash, bonds, commodities, foreign-listed stocks, and private holdings, so it is a partial view of Raymond James Financial Inc's book rather than its full strategy or total assets.
Is 13F data investment advice?
No. Everything here is educational. 13F positions are disclosed with a delay, cover only long US-listed holdings, and never explain why Raymond James Financial Inc made a trade or at what price. Treat it as a research lens, not a recommendation, and speak with a licensed financial advisor before making investment decisions.
Not investment advice. Holdings data comes from public SEC Form 13F filings, which are filed with a delay of up to 45 days and may be amended later. It describes historical, disclosed positions in US-listed securities only, meaning no shorts, cash, or foreign holdings, and it is not a recommendation. Always do your own research and speak with a licensed financial advisor before making investment decisions.