Filer Snapshot

RAYMOND JAMES & ASSOCIATES

CIK 0001084208. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

64

Latest filing

14 May 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q3 2024. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$164.02B

3,937 holdings for Q3 2024

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Largest parsed holding

VOO

$12.34B reported value

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13D/G large stake

HGLB

31 Mar 2026 · 10% ownership

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Source: SEC Form 13F

13F-NT filed on 14 May 2026 for CIK 0001084208.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Largest active 13G stakes

Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.

DFP HGLB HFRO PPIH RCKY SPPP
+2 moreRGT IAE
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
880 Carillon Pkwy, Po Box 14508, St Petersburg, FL, 337334508
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 3 profile fields available
Incorporated in
FL
Fiscal year end
30 September
Former names on EDGAR
DOWDLE JEFFREY A (to 13 Aug 2001)

Filer intelligence

What SEC filings say about RAYMOND JAMES & ASSOCIATES

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $164.02B across 3,937 reported holdings for Q3 2024.
  • Largest parsed 13F holding: VOO at $12.34B.
  • 5 recent 13D/G stake rows found; top row is HGLB at 10% ownership.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 3,937 rows

Quarterly institutional portfolio holdings.

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13D/G stakes 5 rows

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q3 2024 - 18 Oct 2024

Top 5 concentration

19%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$31.63B

Compared with $164.02B total 13F value.

Top 5 net change

+$178.61M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: AVGO · Largest trim: USMV

VOO AGG MSFT AAPL NVDA Other holdings

VOO

7.5%

Vanguard Index Fds

$12.34B

AGG

4.4%

Ishares Tr

$7.2B

MSFT

2.9%

Microsoft Corp

$4.83B

AAPL

2.7%

Apple Inc

$4.36B

NVDA

1.8%

Nvidia Corporation

$2.9B

13D/G large-stake context

HGLB

31 Mar 2026 · Common Shares

10%
Issuer page 13D/G history

PPIH

31 Dec 2025 · Common Stock

6.8%
Issuer page 13D/G history

RCKY

31 Dec 2025 · Common Stock

6.4%
Issuer page 13D/G history

RGT

31 Dec 2025 · Common Stock

2.7%
Issuer page 13D/G history

Latest update

What changed recently for RAYMOND JAMES & ASSOCIATES

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

14 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 14 May 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

RAYMOND JAMES & ASSOCIATES has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001084208 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
64
First seen
13 Feb 2014
Latest filing
14 May 2026
Entity
Company

Observed form types

13F-HR 13F-NT SCHEDULE 13G SCHEDULE 13G/A

CIK-linked evidence first

RAYMOND JAMES & ASSOCIATES SEC filings RAYMOND JAMES & ASSOCIATES 13F portfolio RAYMOND JAMES & ASSOCIATES 13D/G history Open SEC filing index

Latest Filings

Showing the latest 12 of 64 SEC filings for RAYMOND JAMES & ASSOCIATES.

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13F-NT

13F-NT filing

Filing date
14 May 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
07 Apr 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-NT

13F-NT filing

Filing date
17 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
07 Jan 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
07 Jan 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
07 Jan 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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13F-NT

13F-NT filing

Filing date
14 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
31 Oct 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
31 Oct 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
31 Oct 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
31 Oct 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G

SCHEDULE 13G filing

Filing date
23 Oct 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
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