Raymond James Files Q3 13F With $375.2 Billion in Holdings

Raymond James Financial filed its Form 13F report with the Securities and Exchange Commission on November 12, 2026, disclosing institutional holdings valued at $375,162,013,193 for the quarter ended September 30, 2026. The regulatory disclosure spans 13,666 positions managed by the firm alongside 13 affiliated managers. The filing was signed in St. Petersburg, Florida, by Operations Manager Rachel Jacobson.

The institutional disclosure follows a technical milestone for the company's shares. Raymond James stock recently rose 3% and moved above its 50-day moving average of $163.18, reaching a high of $168.83 before finishing at $167.6680 with 1,461,333 shares traded. The firm holds a market capitalization of $32.25 billion, a 200-day moving average of $160.11, and a price-to-earnings ratio of 14.07.

The market moves reflect strong quarterly financial results announced on October 28th. Raymond James delivered earnings of $3.59 per share, exceeding analyst estimates of $3.26 to $3.28 per share and rising from $3.11 per share in the prior-year period. Quarterly revenue increased 14.5% year over year to $4.27 billion, ahead of Wall Street expectations. Asset management and administrative fees contributed $2.31 billion, while investment banking generated $370 million, surpassing analyst projections of $300.54 million.

Wall Street sentiment remains balanced. According to MarketBeat, the company holds a consensus Hold rating and an average price target of $181.46, based on six Buy and nine Hold ratings. Truist Financial set a $165.00 price target with a Hold rating on October 30th, while The Goldman Sachs Group lifted its price target to $209.00 with a Buy rating on October 2nd. Equities research analysts anticipate full-year earnings of $14.17 per share.

Capital returns also supported shareholder positions, with $1.7 billion recently returned to shareholders alongside a quarterly dividend of $0.54 paid on October 15th to investors of record on October 1st. In corporate filings, insider Bella Allaire sold 7,500 shares on August 28th at an average price of $177.60, retaining 46,086 shares. Overall, institutional investors and hedge funds control 83.83% of the company's shares.