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Raymond James Financial shares owned by Morningstar Investment Management

Quarter-by-quarter ownership of Raymond James Financial (RJF) shares owned by Morningstar Investment Management from 13F filings

Historical chart of Morningstar Investment Management investment in Raymond James Financial

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All positions including Raymond James Financial held by Morningstar Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Raymond James Financial by Morningstar Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.5M 26k 172.62
2025-06-30 $293k 1.9k 153.24
2024-12-31 $289k 1.9k 155.46
2024-09-30 $242k 1.9k 130.18

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Top funds holding Raymond James Financial

Vanguard Group
BlackRock
PRIMECAP Management Company
Wellington Management Company
State Street Corporation
Jpmorgan Chase & Co
FMR
Geode Capital Management
T. Rowe Price Investment Management
Victory Capital Management
First Trust Advisors
Earnest Partners
Dimensional Fund Advisors
Morgan Stanley
Invesco

View all funds holding Raymond James Financial