Raymond James reports $321.4B in 13F holdings
Raymond James Financial Inc. filed a Form 13F-HR reporting holdings as an institutional investment manager.
Rhea-AI Filing Summary
Raymond James Financial Inc. filed a Form 13F-HR reporting holdings as an institutional investment manager. The report lists 13,038 Form 13F information table entries with a total market value of $321,406,094,145. The filing names 13 other included managers.
The report indicates a change in reporting structure starting with the quarter ending December 31, 2024, with certain subsidiaries filing separately as described.
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Insights
Large, diversified 13F disclosure showing broad holdings and multiple sub‑managers.
The filing lists 13,038 holdings with an aggregate value of $321,406,094,145, and identifies 13 other included managers. This scale is consistent with a large investment manager operating multiple advisory entities.
Dependencies and risks: reporting structure changed effective December 31, 2024, which affects which subsidiaries file Form 13F-HR versus Form 13F-NT. Subsequent filings will show subsidiary-level positions where applicable.
Filing documents procedural reporting and consolidated disclosure obligations.
The cover page notes that subsidiaries exercising investment discretion over $100 million will file Form 13F-NT and identify Raymond James Financial Inc. as Other Manager Reporting. The report certifies authorized signature by Rachel Jacobson.
Practical note: the change in which entities file may alter future 13F line items and attribution; review subsequent quarter filings for subsidiary‑level granularity.
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AI-generated analysis. How Rhea-AI works. Not financial advice.