13F-HR: Raymond James Financial Inc. Discloses Q1 2025 13F Holdings

Raymond James Financial Inc. reports its holdings for the quarter ended March 31, 2025, including over 12,000 positions with a total value exceeding $265 billion.

Summary

• Raymond James Financial Inc. filed its Form 13F holdings report for the calendar quarter ended March 31, 2025.
• The report includes holdings over which its subsidiaries exercise investment discretion.
• As of March 31, 2025, the total value of reported Section 13(f) securities is $265,658,950,114.
• The report includes 12,427 line items detailing the company's holdings.
• The filing lists 13 other included managers.
• The Reporting Person is filing Form 13F-HR to report the positions in Section 13(f) Securities over which its subsidiaries exercise investment discretion, and the subsidiaries that exercise investment discretion over $100 million in Section 13(f) Securities will file Form 13F-NT and identify the Reporting Person as the 'Other Manager Reporting for this Manager.'

Sentiment

Score: 7

Explanation: The document is a routine regulatory filing, presenting factual information about the company's holdings. The sentiment is neutral to slightly positive, reflecting the scale and diversification of the investments.

Positives

• The document provides a comprehensive overview of Raymond James Financial Inc.'s investment portfolio.
• The detailed holdings information can be valuable for investors tracking the firm's investment strategies.

Risks

• The document reflects holdings as of a specific date and may not represent the firm's current portfolio due to ongoing trading activity.
• The information is unaudited and subject to potential inaccuracies.

Future Outlook

The document does not contain specific forward-looking statements.

Industry Context

Form 13F filings are a standard requirement for institutional investment managers with over $100 million in assets under management, providing transparency into their holdings.

Comparison to Industry Standards

• The size and composition of Raymond James Financial Inc.'s portfolio can be compared to those of other large investment managers, such as BlackRock, Vanguard, and State Street, based on their respective 13F filings.
• Performance metrics of specific holdings can be benchmarked against industry averages and relevant indices.

Stakeholder Impact

• The filing provides information to shareholders about the company's investment decisions.
• The holdings data may influence market perceptions and trading activity in the listed securities.

Key Dates

Keywords

holdings, Form 13F, investment manager, Raymond James Financial, institutional investment, securities