RJF Raymond James Financial, Inc. Common Stock

NYSE · Financial Services · 在 SEC EDGAR 上查看 ↗
$181.15
价格 · 八月 19, 2026
截至...的财报数据 八月 5, 2026
52周区间
$139–$183
96% of range
分析师评级
HOLD
19 analysts
目标价
$186
+3% upside
P/E (TTM)
17.3
ROE
17.7%
净利润率
13.4%

关于 Raymond James Financial, Inc. Common Stock 公司概况（来自维基百科）

Raymond James Financial, Inc. is an American multinational independent investment bank and financial services company providing financial services to individuals, corporations, and municipalities through its subsidiary companies that engage primarily in investment and financial planning, in addition to investment banking and asset management. The company is headquartered in St. Petersburg, Florida.

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Raymond James Financial, Inc. is an American multinational independent investment bank and financial services company providing financial services to individuals, corporations, and municipalities through its subsidiary companies that engage primarily in investment and financial planning, in addition to investment banking and asset management. The company is headquartered in St. Petersburg, Florida.

History

Raymond James was founded in 1962 when St. Petersburg broker, Robert James, formed Robert A. James Investments. In 1964, it merged with Raymond & Associates, founded by Edward Raymond in 1963, to form Raymond James & Associates. Robert James' son, Tom James, joined in 1966 and assumed leadership of the firm in 1970. The firm planned to go public in 1969, but market conditions delayed its plan until 1983. Tom turned over the CEO's post to Paul Reilly in 2010, and his title as Chairman of the Board to Paul Reilly in 2016. He remains on the leadership team as Chairman Emeritus.

In 2012, the firm purchased the Canadian assets of Allied Irish Bank. In April 2012, they merged with Morgan Keegan & Company, creating one of the country's largest full-service wealth management and investment banking firms not headquartered in New York.

As of the fiscal quarter ending September 30, 2022, the firm had delivered 139 consecutive quarters of profitability. In June 2016, it was listed as a Fortune 500 company for the first time.

In September 2016, the firm announced its acquisition of Deutsche Bank Wealth Management's US private client services unit, Alex Brown & Sons.

In April 2017, the firm purchased Reams Asset Management from UMB Financial Corporation. The purchase, which amounted to $172.5 million, included Scouts Investments.

As of September 30, 2022, Raymond James has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets under management are approximately $1.09 trillion.

In January 2026, it was announced Raymond James had agreed to acquire Clark Capital Management Group, a Philadelphia-based asset management firm with more than $46 billion in assets under management. The transaction, expected to be finalised by the third quarter of 2026 subject to regulatory approval, will see Clark Capital continue to operate under its own name as an independent boutique within Raymond James Investment Management, retaining its existing leadership, investment approach, and service model.

Current operations

Raymond James has four main lines of operation: private client group, capital markets (made up of equity and fixed income capital markets as well as public finance), asset management group (made up of asset management services and Carillon tower advisers) and banking.

Controversies

SEC v. Dennis Herula

In 2004, the SEC fined Raymond James Financial Services, Inc. $6.9 million for failure to supervise former broker Dennis Herula. Herula was accused of participating with others in a Ponzi scheme that raised about $44.5 million from investors in 1999-2000. Herula himself raised about $16.5 million of investor funds, most of which was later transferred to his wife's brokerage account at Raymond James. He was arrested in Bermuda and pleaded guilty to criminal charges of wire fraud and sentenced to 188 months (15-2/3 years) in prison.

Supervision of branch managers

In 2005, the National Association of Securities Dealers fined Raymond James $2.75 million for lax supervision of producing branch managers. The investigation began with one Raymond James manager, who worked from an office in her Wisconsin home, handling approximately 700 accounts and selling mainly mutual funds and variable annuities. The Wisconsin manager was accused of selling unsuitable aggressive mutual funds and variable annuities over a four-year period.

Auction rate securities

On June 29, 2011, Raymond James announced an agreement to repurchase at par auction rate securities (ARS) sold to clients through its domestic broker/dealer subsidiaries prior to February 13, 2008. The agreement—reached with the Securities and Exchange Commission and with state securities regulators led by Florida and Texas—resolved more than three years of investigation related to activity in the ARS market. Without admitting or denying the allegations, the firm also agreed to pay a fine totaling $1.75 million to the state regulators, but was not fined by the SEC. Raymond James sold $2.3 billion worth of ARS, underwrote $1.2 billion, and was the auction dealer for over $725 million. Since the $330 billion market for ARS crashed in 2008, at least 19 underwriters and broker-dealers were sued in class action suits.

Notable FINRA Fines

In September 2011, the Financial Industry Regulatory Authority ordered Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. to pay restitution of $1.69 million to 15,500 of their clients for charging excessive commissions on more than 27,000 securities transactions. The trades were made in client accounts between 2006 and 2010.

FINRA also fined RJA $225,000 and RJFS $200,000.

On May 18, 2016 Raymond James was fined a total of $17M for failing to establish and implement adequate AML procedures, which resulted in the firms' failure to properly prevent or detect, investigate, and report suspicious activity for several years. RJA's former AML Compliance Officer, Linda L. Busby, was also fined $25,000 and suspended for three months. On December 21, 2017 Raymond James was fined $2 million for failing to reasonably supervise email communications.

来源：维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗

Wikidata ↗

RJF 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围

价格
$181.15
市值
$35.25B
P/E (TTM)
17.3
每股收益 (TTM)
$10.30
营收 (TTM)
$15.91B
股息收益率
—
ROE
17.7%
负债/权益
—
52周区间
$139 – $183

RJF 股价图表 包含技术指标的日 OHLCV — 平移、缩放和自定义您的视图

10年表现 收入、净利润、利润率和每股收益趋势

营收与净利润 $15.91B
10-point trend, +188.2%
2016-09-30 → 2025-09-30
EPS $10.30
10-point trend, +182.2%
2016-09-30 → 2025-09-30
自由现金流 $2.25B
10-point trend, +450.9%
2016-09-30 → 2025-09-30
利润率 13.4%

估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜？

指标
5年趋势
RJF
同行中位数
P/E (TTM)
5-point trend, +20.4%
17.3
18.2
P/S (TTM) (市销率 (TTM))
5-point trend, +12.2%
2.2
2.1
P/B (市净率)
5-point trend, +18.8%
2.8
3.8
Price / FCF (股价/自由现金流)
5-point trend, +425.4%
15.7
—

盈利能力 毛利率、营业利润率和净利率；股本回报率 (ROE)、资产回报率 (ROA)、投入资本回报率 (ROIC)

指标
5年趋势
RJF
同行中位数
Net Profit Margin (净利润率)
5-point trend, -5.2%
13.4%
13.6%
ROA
5-point trend, -3.1%
2.5%
2.5%
ROE
5-point trend, -3.3%
17.7%
17.7%

财务健康 债务、流动性、偿付能力 — 资产负债表强度

指标
5年趋势
RJF
同行中位数

成长 营收、每股收益 (EPS) 和净利润增长：同比、3年复合年增长率 (CAGR)、5年复合年增长率 (CAGR)

指标
5年趋势
RJF
同行中位数
Revenue YoY (营收同比增长)
5-point trend, +60.6%
6.6%
—
Revenue CAGR 3Y (营收3年复合年增长率)
5-point trend, +60.6%
12.1%
—
Revenue CAGR 5Y (营收5年复合年增长率)
5-point trend, +60.6%
14.3%
—
EPS YoY
5-point trend, +55.4%
6.2%
—
Net Income YoY (净利润同比增长)
5-point trend, +52.2%
3.2%
—

每股指标 每股收益 (EPS)、每股净资产、每股现金流、每股股息

指标
5年趋势
RJF
同行中位数
EPS (Diluted) (EPS (稀释))
5-point trend, +55.4%
$10.30
—

资本效率 资产周转率、库存周转率、应收账款周转率

指标
5年趋势
RJF
同行中位数

股息 收益率、派息率、股息历史、5年CAGR

股息收益率
—
派息率
—
5年股息复合年增长率 (CAGR)
—
除息日金额
2026年7月1日$0.5400
2026年4月1日$0.5400
2026年1月2日$0.5400
2025年10月1日$0.5000
2025年7月1日$0.5000
2025年4月1日$0.5000
2025年1月2日$0.5000
2024年10月1日$0.4500
2024年7月1日$0.4500
2024年3月28日$0.4500
2023年12月29日$0.4500
2023年9月29日$0.4200
2023年6月30日$0.4200
2023年3月31日$0.4200
2022年12月30日$0.4200
2022年9月30日$0.3400
2022年6月30日$0.3400
2022年4月1日$0.3400
2022年1月3日$0.3400
2021年9月30日$0.2600

RJF 分析师共识 看涨和看跌分析师观点、12个月价格目标、上涨空间

买入 19 位分析师
  • 强烈买入 2 10.5%
  • 买入 7 36.8%
  • 持有 10 52.6%
  • 卖出 0 0.0%
  • 强烈卖出 0 0.0%

12个月价格目标

12 位分析师 · 2026-08-19
中位数目标 $185.50 +2.4%
平均目标 $185.92 +2.6%

收益历史 每股收益实际值 vs 预估值，惊喜%，达标率，下次财报日期

平均惊喜
0.03%
期间 EPS Actual EPS 预期 惊喜
2026年6月30日 $3.14 $2.94 0.20%
2026年3月31日 $2.83 $2.80 0.03%
2025年12月31日 $2.86 $2.91 -0.05%
2025年9月30日 $3.11 $2.85 0.26%
2025年6月30日 $2.18 $2.38 -0.20%
2025年3月31日 $2.42 $2.47 -0.05%

同行比较（GICS 子行业） 关键指标与行业同行对比

股票代码 市值 P/E 营收同比增长 净利润率 ROE 毛利率
RJF $34.20B 16.8 6.6% 13.4% 17.7% —
MS $281.00B 17.4 14.4% 23.9% 15.6% —
GS $260.60B 17.1 8.9% 29.5% 13.9% —
SCHW $207.21B 21.5 22.0% 37.0% 17.9% —
IBKR — 29.0 23.4% — — —
HOOD $101.94B 55.2 51.6% 42.1% 21.9% —
LPLA — 32.7 37.2% 5.1% 16.6% —
SF — 14.2 6.7% 10.8% 11.7% —
JEF — 20.3 2.9% 6.3% 6.6% —
EVR — 24.2 29.5% 15.3% 31.7% —
FRHC $8.88B 57.7 9.3% 7.0% 11.3% —

完整基本面 所有年度指标 — 损益表、资产负债表、现金流量表

损益表 11
RJF 的年度损益表数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +220.5% $15.91B $14.92B $12.99B $11.31B $9.91B $8.17B $8.02B $7.48B $6.53B $5.52B $5.31B $4.97B
Interest Expense 10-point trend, +1219.0% · · $1.37B $305M $150M $178M $283M $202M $154M $116M $106M $104M
Interest Income 12-point trend, +730.6% $3.99B $4.23B $3.75B $1.51B $823M $1.00B $1.28B $1.04B $802M $640M $543M $481M
Pretax Income 10-point trend, +204.8% · · $2.28B $2.02B $1.79B $1.05B $1.38B $1.31B $925M $801M $798M $748M
Income Tax 12-point trend, +116.2% $579M $575M $541M $513M $388M $234M $341M $454M $289M $271M $296M $268M
Net Income 12-point trend, +344.6% $2.13B $2.07B $1.74B $1.51B $1.40B $818M $1.03B $857M $636M $529M $502M $480M
EPS (Basic) 12-point trend, +208.8% $10.53 $9.94 $8.16 $7.16 $6.81 $3.96 $4.88 $5.89 $4.43 $3.72 $3.51 $3.41
EPS (Diluted) 12-point trend, +210.2% $10.30 $9.70 $7.97 $6.98 $6.63 $3.88 $4.78 $5.75 $4.33 $3.65 $3.43 $3.32
Shares (Basic) 12-point trend, +44.4% 202,000,000 207,100,000 211,800,000 209,900,000 205,700,000 206,400,000 211,500,000 145,300,000 143,300,000 141,773,000 142,548,000 139,935,000
Shares (Diluted) 12-point trend, +43.9% 206,600,000 212,300,000 216,900,000 215,300,000 211,200,000 210,300,000 216,000,000 148,800,000 146,600,000 144,513,000 145,939,000 143,589,000
EBITDA 12-point trend, +203.9% $195M $179M $165M $145M $134M $119M $97M $85M $84M $72M $68M $64M
资产负债表 16
RJF 的年度资产负债表数据
指标 趋势 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +417.9% $11.39B $11.00B $9.31B $6.18B $7.20B $5.39B $3.96B $3.50B $3.67B $1.65B $2.60B $2.20B
PP&E (Net) 12-point trend, +173.0% $670M $635M $561M $503M $499M $535M $527M $486M $437M $321M $256M $245M
PP&E (Gross) 12-point trend, +240.3% $1.99B $1.82B $1.63B $1.46B $1.35B $1.29B $1.19B $1.06B $936M $761M $637M $586M
Accum. Depreciation 12-point trend, +288.8% $1.32B $1.19B $1.07B $955M $854M $759M $661M $574M $498M $440M $381M $340M
Goodwill 12-point trend, +391.1% $1.45B $1.45B $1.44B $1.42B $660M $466M $464M $478M $411M $408M $308M $295M
Intangibles 12-point trend, +573.8% $396M $435M $470M $509M $222M $134M $147M $161M $83M $95M $69M $59M
Total Assets 12-point trend, +278.3% $88.23B $82.99B $78.36B $80.95B $61.89B $47.48B $38.83B $37.41B $34.88B $31.49B $26.47B $23.33B
Total Liabilities 12-point trend, +300.8% $75.73B $71.33B $68.17B $71.52B $53.59B $40.31B $32.19B $30.96B $29.19B $26.42B $21.68B $18.89B
Long-term Debt 3-point trend, -99.9% · · · $1M $8M · · · · · · $1.19B
Common Stock 12-point trend, +107.8% $3M $2M $2M $2M $2M $2M $2M $2M $2M $2M $1M $1M
Retained Earnings 12-point trend, +349.9% $13.60B $11.89B $10.21B $8.84B $7.63B $6.48B $5.87B $5.03B $4.34B $3.83B $3.42B $3.02B
Treasury Stock 12-point trend, +3218.2% $4.02B $3.05B $2.25B $1.51B $1.44B $1.39B $1.21B $447M $390M $363M $203M $121M
AOCI 12-point trend, -20874.6% $-396M $-502M $-971M $-982M $-41M $11M $-23M $-27M $-15M $-56M $-41M $-2M
Stockholders' Equity 12-point trend, +201.9% $12.50B $11.67B $10.21B $9.46B $8.24B $7.11B $6.58B $6.37B $5.58B $4.92B $4.52B $4.14B
Liabilities + Equity 12-point trend, +278.3% $88.23B $82.99B $78.36B $80.95B $61.89B $47.48B $38.83B $37.41B $34.88B $31.49B $26.47B $23.33B
Shares Outstanding 11-point trend, +38.8% 198,139,594 203,300,000 208,800,000 215,100,000 205,700,000 204,900,000 137,841,952 145,642,437 144,096,521 141,544,511 142,750,653 ·
现金流 18
RJF 的年度现金流数据
指标 趋势 202520242023202220212020201920182017201620152014
D&A 12-point trend, +203.9% $195M $179M $165M $145M $134M $119M $112M $99M $71M $63M $68M $64M
Stock-based Comp 12-point trend, +264.9% $254M $254M $237M $192M $132M $120M $112M $99M $109M $79M $71M $70M
Deferred Tax 12-point trend, -47.8% $-52M $-83M $-88M $-16M $-37M $-39M $-23M $117M $-12M $-59M $-23M $-35M
Amort. of Intangibles 12-point trend, +438.7% $41M $44M $45M $33M $21M $13M $15M $14M $13M $10M $8M $8M
Other Non-cash 12-point trend, -37.5% $-98M $-263M $-5.57B $-1.76B $4.99B $3.04B $-643M $742M $501M $-1.14B $281M $-71M
Operating Cash Flow 12-point trend, +379.5% $2.43B $2.15B $-3.51B $72M $6.65B $4.07B $577M $884M $-125M $-573M $899M $508M
CapEx 12-point trend, +212.6% $188M $205M $173M $91M $74M $124M $138M $134M $190M $122M $74M $60M
Investing Cash Flow 12-point trend, -106.1% $-4.32B $-968M $-274M $-7.15B $-5.14B $-4.99B $-1.90B $-3.48B $-3.38B $-2.92B $-2.18B $-2.10B
Net Debt Issued 5-point trend, -67.9% · · · · · · $-855M $-855M $-655M $-4M $-509M ·
Stock Issued · · · · · · · · · · · $0
Stock Repurchased 8-point trend, +1418.9% · · · · $128M $272M $778M $62M $34M $163M $89M $8M
Net Stock Activity 8-point trend, -1418.9% · · · · $-128M $-272M $-778M $-62M $-34M $-163M $-89M $-8M
Dividends Paid 8-point trend, +147.4% · · · · $218M $205M $191M $151M $127M $113M $103M $88M
Financing Cash Flow 12-point trend, +92.9% $2.36B $438M $1.44B $5.88B $5.23B $4.57B $1.37B $1.42B $4.07B $2.54B $1.73B $1.22B
Net Change in Cash 12-point trend, +210.4% $439M $1.80B $-2.11B $-1.79B $6.82B $3.66B $30M $-1.21B $611M $-951M $402M $-398M
Taxes Paid 12-point trend, +103.9% $651M $664M $565M $524M $437M $246M $390M $231M $349M $304M $379M $319M
Free Cash Flow 12-point trend, +402.0% $2.25B $1.95B $-3.69B $-19M $6.55B $3.93B $439M $1.77B $1.12B $-640M $825M $447M
Levered FCF 9-point trend, -1338.4% · · $-4.73B $-247M $6.43B $3.79B · $1.64B $1.01B $-717M $757M $382M
盈利能力 5
RJF 的年度盈利能力数据
指标 趋势 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, +38.8% 13.4% 13.9% 13.4% 13.3% 14.2% 10.0% 12.9% 11.5% 9.8% 9.6% 9.5% 9.7%
Pretax Margin 9-point trend, +21.7% · · 17.5% 17.9% 18.1% 12.9% · 17.5% 14.2% 14.5% 15.0% 14.4%
EBITDA Margin 12-point trend, -4.7% 1.2% 1.2% 1.3% 1.3% 1.4% 1.5% 1.2% 1.1% 1.3% 1.3% 1.3% 1.3%
ROA 12-point trend, +20.3% 2.5% 2.6% 2.2% 2.1% 2.6% 1.9% 2.7% 2.4% 1.9% 1.8% 2.0% 2.1%
ROE 12-point trend, +43.5% 17.7% 18.9% 17.7% 17.1% 18.3% 11.9% 16.0% 14.3% 12.1% 11.2% 11.6% 12.3%
效率 1
RJF 的年度效率数据
指标 趋势 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -12.9% 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2
每股 7
RJF 的年度每股数据
指标 趋势 202520242023202220212020201920182017201620152014
Book Value / Share 10-point trend, +81.8% $63.10 $57.42 $48.92 $43.97 $40.08 $52.10 $47.74 $43.73 $38.74 $34.72 · ·
Revenue / Share 12-point trend, +122.7% $77.02 $70.29 $59.90 $52.52 $46.92 $58.26 $55.72 $50.23 $44.49 $38.20 $36.37 $34.58
Cash Flow / Share 12-point trend, +233.3% $11.78 $10.15 $-16.20 $0.33 $31.37 $28.92 $4.01 $12.79 $8.91 $-3.59 $6.16 $3.54
Cash / Share 10-point trend, +393.0% $57.48 $54.10 $44.61 $28.72 $35.00 $39.47 $28.71 $24.03 $25.47 $11.66 · ·
Dividend / Share 12-point trend, +212.5% $2 $2 $2 $1 $1 $1 $1 $1 $1 $1 $1 $1
Dividend Paid / Share 12-point trend, +214.5% $2 $2 $2 $1 $1 $1 $1 $1 $1 $1 $1 $1
EPS (TTM) 12-point trend, +210.2% $10.30 $9.70 $7.97 $6.98 $6.63 $3.88 $4.78 $5.75 $4.33 $3.65 $3.43 $3.32
增长率 9
RJF 的年度增长率数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -68.9% 6.6% 14.9% 14.9% 14.1% 21.3% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -27.9% 12.1% 14.6% 16.7% · · · · · · · · ·
Revenue CAGR 5Y 14.3% · · · · · · · · · · ·
EPS YoY 5-point trend, -91.3% 6.2% 21.7% 14.2% 5.3% 70.9% · · · · · · ·
EPS CAGR 3Y 3-point trend, -48.9% 13.9% 13.5% 27.1% · · · · · · · · ·
EPS CAGR 5Y 21.6% · · · · · · · · · · ·
Net Income YoY 5-point trend, -95.5% 3.2% 18.9% 15.2% 7.6% 71.5% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -57.1% 12.3% 13.8% 28.6% · · · · · · · · ·
Net Income CAGR 5Y 21.1% · · · · · · · · · · ·
估值 (TTM) 13
RJF 的年度估值 (TTM)数据
指标 趋势 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +220.5% $15.91B $14.92B $12.99B $11.31B $9.91B $8.17B $8.02B $7.48B $6.53B $5.52B $5.31B $4.97B
Net Income TTM 12-point trend, +344.6% $2.13B $2.07B $1.74B $1.51B $1.40B $818M $1.03B $857M $636M $529M $502M $480M
Market Cap 10-point trend, +522.6% $34.20B $24.90B $20.97B $21.26B $18.99B $6.62B $7.58B $8.94B $8.10B $5.49B · ·
P/E 12-point trend, +55.8% 16.8 12.6 12.6 14.2 13.9 12.5 11.5 10.7 13.0 10.6 9.6 10.8
P/S 10-point trend, +116.0% 2.1 1.7 1.6 1.9 1.9 0.8 0.9 1.2 1.2 1.0 · ·
P/B 10-point trend, +144.7% 2.7 2.1 2.1 2.2 2.3 0.9 1.2 1.4 1.5 1.1 · ·
P / Tangible Book 6-point trend, +215.6% 3.2 2.5 2.5 2.8 2.6 1.0 · · · · · ·
P / Cash Flow 10-point trend, +232.6% 14.1 11.6 -6.0 295.3 2.9 1.6 13.1 4.7 6.2 -10.6 · ·
P / FCF 10-point trend, +277.4% 15.2 12.8 -5.7 -1118.9 2.9 1.7 17.3 5.1 7.3 -8.6 · ·
Dividend Yield 6-point trend, -44.4% · · · · 1.1% 3.1% 2.5% 1.7% 1.6% 2.1% · ·
Earnings Yield 12-point trend, -35.7% 6.0% 7.9% 7.9% 7.1% 7.2% 8.0% 8.7% 9.4% 7.7% 9.4% 10.4% 9.3%
Payout Ratio 8-point trend, -15.3% · · · · 15.5% 25.1% 18.5% 17.7% 20.0% 21.4% 20.5% 18.4%
Annual Payout 8-point trend, +147.4% · · · · $218M $205M $191M $151M $127M $113M $103M $88M

财务报表 损益表、资产负债表、现金流量表 — 年度，近5年

损益表
2025-09-302024-09-302023-09-302022-09-302021-09-30
收入 $15.91B$14.92B$12.99B$11.31B$9.91B
净收入 $2.13B$2.07B$1.74B$1.51B$1.40B
稀释后每股收益 (EPS) $10.30$9.70$7.97$6.98$6.63
现金流
2025-09-302024-09-302023-09-302022-09-302021-09-30
自由现金流 $2.25B$1.95B$-3.69B$-19M$6.55B

我的指标 您的个人关注列表 — 来自完整基本面的选定行

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选择对您重要的指标 — 点击上方完整基本面中任意行的 ➕。

您的选择已保存，并会跟随您浏览所有股票。

机构持有人 (13F) 988 家申报者 · $18.0B 总计 · 截至 2026年6月30日

在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸；单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存，而非方向性判断。

机构活动 — Q2 2026 与上一季度对比
新仓位 已退出持仓 增加 减少 净股数变动
86 (-28 与上一季度对比) 78 (-16 与上一季度对比) 323 (+32 与上一季度对比) 325 (-36 与上一季度对比) +3K

与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天，外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过，优先显示最近一个已完整报告的季度对。

机构 价值 股份 % 已追踪的13F 类型
VANGUARD GROUP INC $3209833897 19987757 17.81% 股份
VANGUARD CAPITAL MANAGEMENT LLC $1708459017 11237644 9.48% 股份
PRIMECAP MANAGEMENT CO/CA/ $1405145182 9242552 7.80% 股份
VANGUARD PORTFOLIO MANAGEMENT LLC $1353086916 8900131 7.51% 股份
WELLINGTON MANAGEMENT GROUP LLP $1288571313 8475770 7.15% 股份
STATE STREET CORP $1199423807 7889824 6.65% 股份
GEODE CAPITAL MANAGEMENT, LLC $617092531 4077737 3.42% 股份
FMR LLC $506712034 3332974 2.81% 股份
NORGES BANK $369822401 2432562 2.05% 股份
VICTORY CAPITAL MANAGEMENT INC $335454257 2206500 1.86% 股份
EARNEST PARTNERS LLC $334966787 2203294 1.86% 股份
DIMENSIONAL FUND ADVISORS LP $294400804 1936466 1.63% 股份
FIRST TRUST ADVISORS LP $286941398 1887400 1.59% 股份
Harfst & Associates, Inc. $161313904 1061066 0.90% 股份
VANGUARD FIDUCIARY TRUST CO $145643220 957990 0.81% 股份
BANK OF AMERICA CORP /DE/ $141408729 930137 0.78% 股份
GOLDMAN SACHS GROUP INC $130188226 856332 0.72% 股份
CAPITOLIS LIQUID GLOBAL MARKETS LLC $125576780 826000 0.70% 股份
MERCER GLOBAL ADVISORS INC /ADV $109342857 719219 0.61% 股份
CANADA PENSION PLAN INVESTMENT BOARD $89360649 587783 0.50% 股份
AMERICAN CENTURY COMPANIES INC $84234226 554061 0.47% 股份
BNP PARIBAS FINANCIAL MARKETS $84053586 552875 0.47% 股份
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $81601190 536744 0.45% 股份
BARCLAYS PLC $77086812 507050 0.43% 股份
Munich Reinsurance Co Stock Corp in Munich $74660261 491089 0.41% 股份
TWO SIGMA INVESTMENTS, LP $74565242 490464 0.41% 股份
ENVESTNET ASSET MANAGEMENT INC $71767750 472067 0.40% 股份
CONGRESS ASSET MANAGEMENT CO $69968511 460228 0.39% 股份
PFA Pension, Forsikringsaktieselskab $69422060 456634 0.39% 股份
Legal & General Group Plc $67028812 440892 0.37% 股份
Mitsubishi UFJ Asset Management Co., Ltd. $65409387 430240 0.36% 股份
PNC Financial Services Group, Inc. $63194006 415668 0.35% 股份
Sumitomo Mitsui Trust Group, Inc. $62521729 411246 0.35% 股份
ALLIANCEBERNSTEIN L.P. $60857264 420314 0.34% 股份
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH $58127230 379000 0.32% 股份
BlackRock, Inc. $57400903 377563 0.32% 股份
Fisher Asset Management, LLC $57318786 377022 0.32% 股份
Vanguard Global Advisers, LLC $55517707 365176 0.31% 股份
California Public Employees Retirement System $54960517 361511 0.30% 股份
D. E. Shaw & Co., Inc. $51605975 339446 0.29% 股份
RHUMBLINE ADVISERS $50963231 335219 0.28% 股份
National Pension Service $49309866 324343 0.27% 股份
NEW YORK STATE COMMON RETIREMENT FUND $48506844 319061 0.27% 股份
SILVERCREST ASSET MANAGEMENT GROUP LLC $47906173 315110 0.27% 股份
RAYMOND JAMES FINANCIAL INC $47431427 311987 0.26% 股份
NATIXIS $44552087 293048 0.25% 股份
JONES FINANCIAL COMPANIES LLLP $44131936 294331 0.24% 股份
VANGUARD ASSET MANAGEMENT, Ltd $43696311 287419 0.24% 股份
Clearbridge Investments, LLC $42055428 276626 0.23% 股份
Davis Asset Management, L.P. $41048100 270000 0.23% 股份
PRUDENTIAL FINANCIAL INC $39564743 260243 0.22% 股份
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $38969794 269147 0.22% 股份
TD Asset Management Inc $38839864 255475 0.22% 股份
MARSHALL WACE, LLP $38162876 251022 0.21% 股份
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $37486341 246572 0.21% 股份
Squarepoint Ops LLC $36338211 239020 0.20% 股份
Connor, Clark & Lunn Investment Management Ltd. $34482076 226811 0.19% 股份
Caisse de depot et placement du Quebec $34417768 226388 0.19% 股份
Woodline Partners LP $33927319 223162 0.19% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $30634045 201500 0.17% 买入期权
FRANKLIN RESOURCES INC $30611849 201354 0.17% 股份
MILLENNIUM MANAGEMENT LLC $28854230 189793 0.16% 股份
Arbejdsmarkedets Tillaegspension $28520828 187600 0.16% 股份
Quantinno Capital Management LP $28455143 187167 0.16% 股份
AMERIPRISE FINANCIAL INC $27733313 182420 0.15% 股份
PALISADE CAPITAL MANAGEMENT, LP $26822687 176430 0.15% 股份
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $25799000 169693 0.14% 股份
AVIVA PLC $24541899 161428 0.14% 股份
APG Asset Management N.V. $23510064 176801 0.13% 股份
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $23341470 153532 0.13% 股份
NICHOLAS COMPANY, INC. $22647149 148965 0.13% 股份
Sterling Capital Management LLC $20968586 137924 0.12% 股份
Illinois Municipal Retirement Fund $20485282 134745 0.11% 股份
JANE STREET GROUP, LLC $20316225 133633 0.11% 股份
ROYAL LONDON ASSET MANAGEMENT LTD $19885940 131269 0.11% 股份
Artisan Partners Limited Partnership $19706129 129620 0.11% 股份
Brandywine Global Investment Management, LLC $19079056 118806 0.11% 股份
CITADEL ADVISORS LLC $18608472 122400 0.10% 买入期权
TRUIST FINANCIAL CORP $18478701 121546 0.10% 股份
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $18388485 120953 0.10% 股份
STATE OF WISCONSIN INVESTMENT BOARD $16812390 110586 0.09% 股份
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $16762628 115772 0.09% 股份
BASSWOOD CAPITAL MANAGEMENT, L.L.C. $16501944 108544 0.09% 股份
VIRGINIA RETIREMENT SYSTEMS ET Al $15914469 99100 0.09% 股份
AVITY INVESTMENT MANAGEMENT INC. $15772808 103748 0.09% 股份
LPL Financial LLC $15648587 102930 0.09% 股份
Voleon Capital Management LP $15517702 102070 0.09% 股份
CIBC Bancorp USA Inc. $15211818 100058 0.08% 股份
Pictet Asset Management Holding SA $15054923 99026 0.08% 股份
Bragg Financial Advisors, Inc $15024739 98827 0.08% 股份
PINNACLE ASSOCIATES LTD $14964780 98433 0.08% 股份
Vest Financial, LLC $14960360 98404 0.08% 股份
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $14886474 97918 0.08% 股份
Capital Wealth Planning, LLC $14330348 94260 0.08% 股份
Mitsubishi UFJ Trust & Banking Corp $14017166 92200 0.08% 股份
TORONTO DOMINION BANK $13954682 91789 0.08% 股份
Congress Wealth Management LLC / DE / $13756692 89696 0.08% 股份
NISA INVESTMENT ADVISORS, LLC $13731958 90324 0.08% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $13485061 88700 0.07% 卖出期权
MANUFACTURERS LIFE INSURANCE COMPANY, THE $13407982 88193 0.07% 股份

公司内部人士 67 位内幕人士 · 17 位高管 · 8 位董事

内部人士 角色 上次活动 持股数量 买入 12个月 卖出 12个月 净额 12个月
Richard G Averitt CEO - RJFS 2011年12月15日 A 186670 0 0 $0
Peter Bailey President & CEO RJ Ltd. 2008年3月4日 P 6625 0 0 $0
Tashtego S Elwyn President, PCG 2026年7月28日 S 45114 0 1 $-1760600
Steven M Raney Executive Chair RJBank 2026年7月27日 S 43046 0 1 $-998037
Paul Matecki Sr. VP - General Counsel 2015年12月15日 A 33947 0 0 $0
Chester B Helck Executive Vice President 2013年12月15日 M 111975 0 0 $0
Kenneth E Armstrong Assistant Secretary 2013年11月27日 M 7061 0 0 $0
James N Augustine Jr Senior Vice President - RJA 2012年2月23日 A — 0 0 $0
Angela Biever Chief Administrative Officer 2011年12月28日 G 35943 0 0 $0
John Timothy Eitel Chief Information Officer 2011年12月15日 A 63539 0 0 $0
Thomas R Tremaine Executive Vice President - RJA 2011年12月15日 A 51557 0 0 $0
Richard K Riess Executive Vice President 2011年12月15日 A 16391 0 0 $0
Van C Sayler Senior Vice President 2011年9月1日 S 50658 0 0 $0
Barry S Augenbraun Sr. VP - Corporate Secretary 2006年1月8日 P 3751 0 0 $0
John Stephen Putnam Executive Vice President 2004年12月28日 G 110227 0 0 $0
Robert F Shuck Vice Chairman 2004年2月21日 E 183093 0 0 $0
Thomas A Franke Vice Chairman 2004年2月20日 X 147896 0 0 $0
Hardwick Simmons 董事 2015年2月25日 M 50706 0 0 $0
William H Habermeyer JR 董事 2014年11月24日 M 0 0 0 $0
Kenneth A Shields 董事 2011年1月31日 C 47070 0 0 $0
MARSHALL PAUL W 董事 2008年1月15日 M 14345 0 0 $0
Alex Sink 董事 2006年2月17日 M 7000 0 0 $0
Jonathan A Bulkley 董事 2006年2月9日 S 11327 0 0 $0
Harvard H Hill JR 董事 2004年2月12日 A — 0 0 $0
Bella Loykhter Allaire — 2026年3月19日 S 53586 0 1 $-4206289
Christopher S Aisenbrey — 2026年2月28日 M 17490 0 0 $0
Jeffrey N Edwards — 2026年2月24日 G 22008 0 0 $0
Cecily Mistarz — 2026年2月19日 M 4242 0 0 $0
Raj Seshadri — 2026年2月19日 A 13782 0 0 $0
Marlene Debel — 2026年2月19日 M 8820 0 0 $0
Anne Gates — 2026年2月19日 A 16848 0 0 $0
Mark W Begor — 2026年2月19日 A 2285 0 0 $0
Benjamin Esty — 2026年2月19日 A 31794 0 0 $0
Roderick C Mcgeary — 2026年2月19日 A 24354 0 0 $0
MCDANIEL RAYMOND W — 2026年2月19日 A 6113 0 0 $0
Art A Garcia — 2026年2月19日 A 6992 0 0 $0
Jonathan N Santelli — 2026年2月4日 S 26853 0 1 $-767070
Tarek Helal — 2025年12月30日 G 81 0 0 $0
Morgan Tarazeta J Haynes — 2025年12月15日 A 5028 0 0 $0
Vincent Campagnoli — 2025年12月15日 A 32685 0 0 $0
David Krauss — 2025年12月15日 A — 0 0 $0
Jonathan W Oorlog JR — 2025年12月15日 A 22377 0 0 $0
Paul M Shoukry — 2025年12月15日 A 40379 0 0 $0
James E Bunn — 2025年12月15日 A 101741 0 0 $0
Scott A Curtis — 2025年12月15日 A 192418 0 0 $0
Paul C Reilly — 2025年12月15日 A 260546 0 3 $-21321426
Katherine H Larson — 2025年12月5日 A 1975 0 0 $0
Gordon L Johnson — 2025年2月20日 M 44290 0 0 $0
Shannon B Reid — 2024年12月13日 A 7079 0 0 $0
James Robert Edward Coulter — 2024年12月13日 A 18463 0 0 $0

来自SEC表格3/4/5申报的内部人士；净额=仅公开市场买卖

激进投资者及 5%+ 股东 1 持仓

提交了 SEC Schedule 13D 的投资者 — 持有超过 5% 的受益所有权，意图影响发行人（激进股东持股、董事会活动、并购）。每一行显示该申报人持仓的最新已知状态。

申报人 已申报 持股 状态 目的 申报
Raymond James Financial, Inc. ×2 申报 2007年9月20日 — 初始申报 — SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF持仓 由 172 只交易所交易基金持有

权重仅反映直接股权持仓（N-PORT）；杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。

基金 权重 单位 截至 来源
EPSB · Harbor ETF Trust 2.24% 660 NS 2026年4月30日 N-PORT
FDIV · EA Series Trust 2.02% 9255 NS 2026年4月30日 N-PORT
EPMV · Harbor ETF Trust 1.98% 555 NS 2026年4月30日 N-PORT
EQRR · ProShares Trust 1.76% 7618 NS 2026年5月31日 N-PORT
EPMB · Harbor ETF Trust 1.72% 490 NS 2026年4月30日 N-PORT
SOVF · Elevation Series Trust 1.66% 9855 NS 2026年4月30日 N-PORT
MMID · MFS Active Exchange Traded Funds ... 1.01% 2394 NS 2026年5月31日 N-PORT
EPSV · Harbor ETF Trust 0.86% 271 NS 2026年4月30日 N-PORT
RDVI · First Trust Exchange-Traded Fund IV 0.84% 163034 NS 2026年4月30日 N-PORT
JOET · Virtus ETF Trust II 0.81% 12121 NS 2026年4月30日 N-PORT
NUMV · Nushares ETF Trust 0.69% 18702 NS 2026年4月30日 N-PORT
AVMV · AMERICAN CENTURY ETF TRUST 0.64% 27753 NS 2026年5月31日 N-PORT
FFSM · FIDELITY COVINGTON TRUST 0.51% 41682 NS 2026年4月30日 N-PORT
QUVU · Hartford Funds Exchange-Traded Trust 0.49% 5311 NS 2026年4月30日 N-PORT
DFLV · Dimensional ETF Trust 0.35% 131879 NS 2026年4月30日 N-PORT
REVS · Columbia ETF Trust I 0.35% 6328 NS 2026年4月30日 N-PORT
FNCL · FIDELITY COVINGTON TRUST 0.35% 49158 NS 2026年4月30日 N-PORT
FXO · First Trust Exchange-Traded Alpha... 0.32% 22018 NS 2026年4月30日 N-PORT
EQIN · Columbia ETF Trust I 0.31% 5329 NS 2026年4月30日 N-PORT
AVMC · AMERICAN CENTURY ETF TRUST 0.29% 8312 NS 2026年5月31日 N-PORT
FAS · Direxion Shares ETF Trust 0.27% 33559 NS 2026年4月30日 N-PORT
UYG · ProShares Trust 0.22% 10814 NS 2026年5月31日 N-PORT
FTA · First Trust Exchange-Traded Alpha... 0.18% 15176 NS 2026年4月30日 N-PORT
SPVU · Invesco Exchange-Traded Fund Trus... 0.18% 1716 NS 2026年5月31日 N-PORT
RECS · Columbia ETF Trust I 0.18% 61537 NS 2026年4月30日 N-PORT
FEX · First Trust Exchange-Traded Alpha... 0.18% 16969 NS 2026年4月30日 N-PORT
GSEW · Goldman Sachs ETF Trust 0.18% 21924 NS 2026年5月31日 N-PORT
DFVX · Dimensional ETF Trust 0.17% 5095 NS 2026年4月30日 N-PORT
DFUV · Dimensional ETF Trust 0.16% 141792 NS 2026年4月30日 N-PORT
AVSU · AMERICAN CENTURY ETF TRUST 0.13% 4334 NS 2026年5月31日 N-PORT
GSLC · Goldman Sachs ETF Trust 0.11% 123156 NS 2026年5月31日 N-PORT
VEGN · ETF Series Solutions 0.10% 1009 NS 2026年4月30日 N-PORT
SPXD · DBX ETF Trust 0.10% 47 NS 2026年5月31日 N-PORT
FAB · First Trust Exchange-Traded Alpha... 0.09% 798 NS 2026年4月30日 N-PORT
IQSU · New York Life Investments ETF Trust 0.09% 1720 NS 2026年4月30日 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0.08% 76232 NS 2026年5月31日 N-PORT
SCHV · SCHWAB STRATEGIC TRUST 0.08% 88301 NS 2026年5月31日 N-PORT
AVLC · AMERICAN CENTURY ETF TRUST 0.08% 6837 NS 2026年5月31日 N-PORT
GVUS · Goldman Sachs ETF Trust 0.08% 2204 NS 2026年5月31日 N-PORT
DEUS · DBX ETF Trust 0.08% 1440 NS 2026年5月29日 N-PORT
GLBL · Pacer Funds Trust 0.07% 5 NS 2026年4月30日 N-PORT
ACVF · ETF Opportunities Trust 0.07% 681 NS 2026年4月30日 N-PORT
DFSU · Dimensional ETF Trust 0.07% 9558 NS 2026年4月30日 N-PORT
DSPY · Tema ETF Trust 0.07% 4437 NS 2026年5月31日 N-PORT
USSG · DBX ETF Trust 0.07% 2812 NS 2026年5月29日 N-PORT
SFGV · EA Series Trust 0.07% 5708 NS 2026年5月29日 N-PORT
DXUV · Dimensional ETF Trust 0.07% 1757 NS 2026年4月30日 N-PORT
DFAC · Dimensional ETF Trust 0.07% 196129 NS 2026年4月30日 N-PORT
EGLE · Global X Funds 0.07% 9 NS 2026年4月30日 N-PORT
SNPE · DBX ETF Trust 0.06% 12319 NS 2026年5月29日 N-PORT