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RAYMOND JAMES FINANCIAL INC: MOAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RAYMOND JAMES FINANCIAL INC on MOAT, newest first. How the timeline and the estimate are built.

RAYMOND JAMES FINANCIAL INC held 2,333,506 MOAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,333,506 shares
    Change vs previous 13F -349,979 shares

    0.07% of the 13F portfolio, value $242,591,239.

    13F-HR 0000720005-26-000071 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,683,485 shares
    Change vs previous 13F -352,025 shares

    0.08% of the 13F portfolio, value $259,492,950.

    13F-HR 0000720005-26-000052 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,035,510 shares
    Change vs previous 13F -179,591 shares

    0.1% of the 13F portfolio, value $314,357,493.

    13F-HR 0000720005-26-000036 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,215,101 shares
    Change vs previous 13F -622,238 shares

    0.1% of the 13F portfolio, value $318,648,688.

    13F-HR 0000720005-25-000087 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,837,339 shares
    Change vs previous 13F -667,774 shares

    0.12% of the 13F portfolio, value $359,904,041.

    13F-HR 0000720005-25-000073 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,505,113 shares
    Change vs previous 13F -915,446 shares

    0.15% of the 13F portfolio, value $396,449,866.

    13F-HR 0000720005-25-000054 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 5,420,559 shares
    Change vs previous 13F +2,163,855 shares

    0.19% of the 13F portfolio, value $502,621,329.

    13F-HR/A 0000720005-25-000047 filed by RAYMOND JAMES FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,256,704 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $315,737,479.

    13F-HR 0001084208-24-000023 filed by Raymond James Financial Services Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • RAYMOND JAMES TRUST N.A.: 42,059 shares
    • Raymond James Financial Services Advisors, Inc.: 3,214,645 shares

    Acceptance time not in the bulk data set (spec §4.2).