Ryan Specialty Holdings, Inc.
RYAN- Exchange
- NYSE
- Industry
- Insurance Agents, Brokers & Service
- SEC CIK
- 0001849253
In the last 90 days, Ryan Specialty Holdings, Inc. insiders filed 0 open-market purchases and 2 sales; 370 institutions reported holding it in 13F filings for Q2 2026, worth $4.40B in total; no superinvestor holds it.
13F holders, Q2 2024
Institutional positions in Ryan Specialty Holdings, Inc. as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 300
- +34 vs. Q1 2024
- Shares held
- 98.7M
- +7.41M (+8.1%) vs. Q1 2024
- Total value
- $5.71B
- +$649.5M (+12.8%) vs. Q1 2024
- New holders
- 71
- 97 more added
- Sold out
- 37
- 91 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting RYAN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 370 | $4.40B |
| Q1 2026 | 363 | $3.74B |
| Q4 2025 | 380 | $5.72B |
| Q3 2025 | 364 | $5.86B |
| Q2 2025 | 375 | $6.97B |
| Q1 2025 | 376 | $7.36B |
| Q4 2024 | 361 | $6.30B |
| Q3 2024 | 348 | $6.47B |
| Q2 2024 | 300 | $5.71B |
| Q1 2024 | 270 | $5.07B |
| Q4 2023 | 256 | $3.83B |
| Q3 2023 | 243 | $4.32B |
| Q2 2023 | 214 | $3.77B |
| Q1 2023 | 198 | $3.06B |
| Q4 2022 | 192 | $3.01B |
| Q3 2022 | 203 | $2.87B |
| Q2 2022 | 170 | $2.75B |
| Q1 2022 | 158 | $2.62B |
| Q4 2021 | 147 | $2.67B |
| Q3 2021 | 108 | $2.21B |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Ryan Specialty Holdings, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Planning Capital Management Corp | 1 | $58 | 0.00% | +1 | New |
| Hexagon Capital Partners LLC | 2 | $116 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $174 | 0.00% | +3 | New |
| Proequities, Inc. | 5 | $289 | 0.00% | +4+400.0% | Added |
| SRS Capital Advisors, Inc. | 9 | $522 | 0.00% | +9 | New |
| CoreCap Advisors, LLC | 11 | $637 | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 18 | $1.00K | 0.00% | −792−97.8% | Reduced |
| Winthrop Capital Management, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 18 | $1.04K | 0.00% | +18 | New |
| Ronald Blue Trust, Inc. | 28 | $1.55K | 0.00% | +28 | New |
| Quest Partners LLC | 30 | $1.74K | 0.00% | −4,639−99.4% | Reduced |
| Abich Financial Wealth Management LLC | 30 | $1.74K | 0.00% | +30 | New |
| EverSource Wealth Advisors, LLC | 37 | $2.28K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 44 | $2.55K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 50 | $2.84K | 0.00% | +50 | New |
| Valued Wealth Advisors LLC | 57 | $3.30K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 100 | $3.39K | 0.00% | +100 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 60 | $3.48K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 87 | $5.04K | 0.00% | −3−3.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 98 | $5.67K | 0.00% | +98 | New |
| HM Payson & Co | 100 | $5.79K | 0.00% | +100 | New |
| Venturi Wealth Management, LLC | 125 | $7.24K | 0.00% | −18−12.6% | Reduced |
| Global Retirement Partners, LLC | 146 | $8.46K | 0.00% | +146 | New |
| Principal Securities, Inc. | 154 | $8.92K | 0.00% | +2+1.3% | Added |
| Triad Wealth Partners, LLC | 156 | $9.03K | 0.00% | +156 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 158 | $9.15K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 172 | $9.96K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 165 | $10.0K | 0.01% | −1−0.6% | Reduced |
| Allworth Financial LP | 202 | $11.6K | 0.00% | +9+4.7% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 200 | $11.6K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 225 | $13.0K | 0.00% | +225 | New |
| Intelligent Financial Strategies | 239 | $13.8K | 0.01% | −545−69.5% | Reduced |
| Wolff Wiese Magana LLC | 239 | $13.8K | 0.01% | −32−11.8% | Reduced |
| Thompson Investment Management, Inc. | 244 | $14.1K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 276 | $16.0K | 0.00% | +83+43.0% | Added |
| Ancora Advisors, LLC | 300 | $17.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 352 | $20.0K | 0.00% | +352 | New |
| Parallel Advisors, LLC | 365 | $21.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 386 | $22.4K | 0.01% | −387−50.1% | Reduced |
| Tucker Asset Management LLC | 391 | $22.6K | 0.00% | +391 | New |
| GWM Advisors LLC | 450 | $26.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 537 | $31.1K | 0.00% | +46+9.4% | Added |
| North Star Investment Management Corp. | 576 | $33.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 605 | $35.0K | 0.00% | +297+96.4% | Added |
| HHM Wealth Advisors, LLC | 665 | $38.5K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 681 | $39.4K | 0.00% | +681 | New |
| Simplex Trading, LLC | 693 | $40.0K | 0.00% | +693 | New |
| Financial Network Wealth Advisors LLC | 849 | $50.2K | 0.04% | +849 | New |
| Cherry Tree Wealth Management, LLC | 1,000 | $57.9K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,010 | $58.5K | 0.01% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 1,043 | $60.4K | 0.01% | +1,043 | New |
| Huntington National Bank | 1,072 | $62.1K | 0.00% | +147+15.9% | Added |
| Loomis Sayles & Co L P | 1,087 | $63.0K | 0.00% | +429+65.2% | Added |
| Signaturefd, LLC | 1,199 | $69.4K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,500 | $86.9K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,677 | $97.0K | 0.00% | −79−4.5% | Reduced |
| Citadel Advisors LLC | 1,761 | $102.0K | 0.00% | −89,438−98.1% | Reduced |
| Ossiam | 1,893 | $109.6K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,426 | $140.0K | 0.00% | +394+19.4% | Added |
| Clearstead Advisors, LLC | 2,563 | $148.4K | 0.00% | +2,563 | New |
| Northwestern Mutual Wealth Management Co | 2,844 | $164.7K | 0.00% | +2,685+1,688.7% | Added |
| First Horizon Advisors, Inc. | 2,844 | $164.7K | 0.01% | −44−1.5% | Reduced |
| Pathstone Holdings, LLC | 3,502 | $202.8K | 0.00% | +3,502 | New |
| Martingale Asset Management L P | 3,510 | $203.3K | 0.00% | −570−14.0% | Reduced |
| Blue Barn Wealth, LLC | 3,572 | $206.9K | 0.12% | +3,572 | New |
| HSBC Holdings PLC | 3,643 | $211.0K | 0.00% | −396−9.8% | Reduced |
| Diversify Advisory Services, LLC | 3,757 | $211.7K | 0.01% | −1,825−32.7% | Reduced |
| Kestra Advisory Services, LLC | 3,697 | $214.1K | 0.00% | +15+0.4% | Added |
| Davenport & Co LLC | 3,706 | $214.6K | 0.00% | +3,706 | New |
| Ascent Group, LLC | 3,750 | $217.2K | 0.02% | +3,750 | New |
| Headlands Technologies LLC | 3,874 | $224.3K | 0.02% | +3,874 | New |
| Brown Brothers Harriman & Co | 4,015 | $232.5K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 4,077 | $236.1K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 4,100 | $237.4K | 0.14% | +4,100 | New |
| Executive Wealth Management, LLC | 4,268 | $247.1K | 0.05% | +4,268 | New |
| JustInvest LLC | 4,279 | $247.8K | 0.00% | +4,279 | New |
| Cerity Partners LLC | 4,351 | $252.0K | 0.00% | +15+0.3% | Added |
| Chicago Trust Co NA | 4,388 | $254.1K | 0.05% | 00.0% | Unchanged |
| AQR Capital Management LLC | 4,513 | $261.3K | 0.00% | +4,513 | New |
| Jefferies Financial Group Inc. | 4,584 | $265.5K | 0.01% | +4,584 | New |
| Cooper Financial Group | 4,616 | $267.3K | 0.04% | −96−2.0% | Reduced |
| ProShare Advisors LLC | 4,838 | $280.2K | 0.00% | +4,838 | New |
| Advisory Services Network, LLC | 4,963 | $287.4K | 0.01% | −1,244−20.0% | Reduced |
| Umb Bank N A | 4,968 | $287.7K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 5,250 | $304.0K | 0.00% | +5,250 | New |
| HBK Sorce Advisory LLC | 5,275 | $305.5K | 0.01% | −510−8.8% | Reduced |
| Mariner, LLC | 5,399 | $312.7K | 0.00% | −222−3.9% | Reduced |
| Utah Retirement Systems | 5,500 | $318.5K | 0.00% | +200+3.8% | Added |
| Diametric Capital, LP | 5,658 | $327.7K | 0.18% | +5,658 | New |
| Knollwood Investment Advisory, LLC | 5,800 | $335.9K | 0.04% | +5,800 | New |
| Transcend Wealth Collective, LLC | 5,817 | $336.8K | 0.02% | +12+0.2% | Added |
| IHT Wealth Management, LLC | 5,819 | $337.0K | 0.01% | −119−2.0% | Reduced |
| Cottonwood Capital Advisors, LLC | 6,044 | $340.6K | 0.27% | +6,044 | New |
| Gotham Asset Management, LLC | 5,948 | $344.4K | 0.00% | +5,948 | New |
| Waterloo Capital, L.P. | 6,063 | $351.1K | 0.04% | 00.0% | Unchanged |
| Keybank National Association | 6,299 | $364.8K | 0.00% | −2,601−29.2% | Reduced |
| Mechanics Bank Trust Department | 6,490 | $375.8K | 0.05% | +6,490 | New |
| Bank of Nova Scotia | 6,501 | $376.5K | 0.00% | −964−12.9% | Reduced |
| Sargent Investment Group, LLC | 6,829 | $395.5K | 0.08% | +6,829 | New |
| Baker Tilly Wealth Management, LLC | 6,923 | $400.9K | 0.16% | −20,893−75.1% | Reduced |