Raymond James reports $321.4B in 13F holdings
Raymond James Financial Inc. filed a Form 13F-HR reporting holdings as an institutional investment manager.
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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.
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.
FAQ
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