13F-HR: Raymond James Discloses Q3 2025 Equity Holdings
Quarterly Holdings Report
Raymond James Financial Inc. has filed its Q3 2025 13F-HR, revealing significant equity holdings totaling over $311 billion across nearly 13,000 positions.
Summary
- Raymond James Financial Inc. filed its Form 13F-HR for the quarter ended September 30, 2025.
- The report details equity holdings where the firm and its subsidiaries exercise investment discretion.
- The total market value of reported holdings is $311,100,268,224.
- The filing includes 12,998 individual securities entries.
- Thirteen other institutional investment managers are included in this consolidated report.
- A change in reporting strategy was noted, where the parent company now files 13F-HR for all subsidiaries' investment discretion, while subsidiaries with over $100 million in Section 13(f) securities file 13F-NT identifying the parent as the other manager.
Sentiment
Score: 5
Explanation: The filing is a factual disclosure of past holdings, providing no inherent positive or negative sentiment regarding the reporting entity's performance or outlook. It is purely informational.
Future Outlook
This filing is a disclosure of past holdings and does not contain forward-looking statements or guidance regarding future financial performance or strategic direction, beyond a change in reporting methodology for subsidiaries.
Industry Context
This 13F-HR filing provides insight into the equity investment strategies and portfolio composition of a major financial services firm, Raymond James, reflecting its positions in various publicly traded companies. It is a standard quarterly disclosure for institutional investment managers, offering transparency into their market activities.
Stakeholder Impact
- Shareholders of Raymond James Financial Inc. gain transparency into the firm's consolidated equity investment positions.
- Investors tracking the disclosed securities may use this information to understand institutional sentiment and positioning.
Next Steps
- Starting with the quarter ending December 31, 2024, Raymond James Financial Inc. will file Form 13F-HR to report positions where its subsidiaries exercise investment discretion.
- Subsidiaries with over $100 million in Section 13(f) securities will file Form 13F-NT, identifying Raymond James Financial Inc. as the other manager.
Key Dates
| Date | Description |
|---|---|
| 2024-12-31 | Start of new reporting strategy for subsidiaries filing Form 13F-NT. |
| 2025-09-30 | End of the calendar quarter for which this report is filed. |
| 2025-11-14 | Date the report was signed by Rachel Jacobson, Manager, Operations. |
Keywords
13F-HR, Equity Holdings, Institutional Investment Manager, Raymond James, Portfolio Disclosure, SEC Filing, Investment Discretion
Disclaimer:The information provided here is for general informational purposes only and does not constitute financial advice, recommendation, or endorsement of any kind. It may contain errors or omissions. You should not rely on this information to make financial decisions. Always seek the advice of a qualified financial professional before making any investment or financial decisions. Use of this information is at your own risk.