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 |
|---|---|---|---|---|---|
| Baker Tilly Wealth Management, LLC | 6,923 | $400.9K | 0.16% | −20,893−75.1% | Reduced |
| Sargent Investment Group, LLC | 6,829 | $395.5K | 0.08% | +6,829 | New |
| Bank of Nova Scotia | 6,501 | $376.5K | 0.00% | −964−12.9% | Reduced |
| Mechanics Bank Trust Department | 6,490 | $375.8K | 0.05% | +6,490 | New |
| Keybank National Association | 6,299 | $364.8K | 0.00% | −2,601−29.2% | Reduced |
| Waterloo Capital, L.P. | 6,063 | $351.1K | 0.04% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 5,948 | $344.4K | 0.00% | +5,948 | New |
| Cottonwood Capital Advisors, LLC | 6,044 | $340.6K | 0.27% | +6,044 | New |
| IHT Wealth Management, LLC | 5,819 | $337.0K | 0.01% | −119−2.0% | Reduced |
| Transcend Wealth Collective, LLC | 5,817 | $336.8K | 0.02% | +12+0.2% | Added |
| Knollwood Investment Advisory, LLC | 5,800 | $335.9K | 0.04% | +5,800 | New |
| Diametric Capital, LP | 5,658 | $327.7K | 0.18% | +5,658 | New |
| Utah Retirement Systems | 5,500 | $318.5K | 0.00% | +200+3.8% | Added |
| Mariner, LLC | 5,399 | $312.7K | 0.00% | −222−3.9% | Reduced |
| HBK Sorce Advisory LLC | 5,275 | $305.5K | 0.01% | −510−8.8% | Reduced |
| Prudential Financial Inc | 5,250 | $304.0K | 0.00% | +5,250 | New |
| Umb Bank N A | 4,968 | $287.7K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4,963 | $287.4K | 0.01% | −1,244−20.0% | Reduced |
| ProShare Advisors LLC | 4,838 | $280.2K | 0.00% | +4,838 | New |
| Cooper Financial Group | 4,616 | $267.3K | 0.04% | −96−2.0% | Reduced |
| Jefferies Financial Group Inc. | 4,584 | $265.5K | 0.01% | +4,584 | New |
| AQR Capital Management LLC | 4,513 | $261.3K | 0.00% | +4,513 | New |
| Chicago Trust Co NA | 4,388 | $254.1K | 0.05% | 00.0% | Unchanged |
| Cerity Partners LLC | 4,351 | $252.0K | 0.00% | +15+0.3% | Added |
| JustInvest LLC | 4,279 | $247.8K | 0.00% | +4,279 | New |
| Executive Wealth Management, LLC | 4,268 | $247.1K | 0.05% | +4,268 | New |
| nVerses Capital, LLC | 4,100 | $237.4K | 0.14% | +4,100 | New |
| Toronto Dominion Bank | 4,077 | $236.1K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 4,015 | $232.5K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 3,874 | $224.3K | 0.02% | +3,874 | New |
| Ascent Group, LLC | 3,750 | $217.2K | 0.02% | +3,750 | New |
| Davenport & Co LLC | 3,706 | $214.6K | 0.00% | +3,706 | New |
| Kestra Advisory Services, LLC | 3,697 | $214.1K | 0.00% | +15+0.4% | Added |
| Diversify Advisory Services, LLC | 3,757 | $211.7K | 0.01% | −1,825−32.7% | Reduced |
| HSBC Holdings PLC | 3,643 | $211.0K | 0.00% | −396−9.8% | Reduced |
| Blue Barn Wealth, LLC | 3,572 | $206.9K | 0.12% | +3,572 | New |
| Martingale Asset Management L P | 3,510 | $203.3K | 0.00% | −570−14.0% | Reduced |
| Pathstone Holdings, LLC | 3,502 | $202.8K | 0.00% | +3,502 | New |
| First Horizon Advisors, Inc. | 2,844 | $164.7K | 0.01% | −44−1.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,844 | $164.7K | 0.00% | +2,685+1,688.7% | Added |
| Clearstead Advisors, LLC | 2,563 | $148.4K | 0.00% | +2,563 | New |
| KBC Group NV | 2,426 | $140.0K | 0.00% | +394+19.4% | Added |
| Ossiam | 1,893 | $109.6K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1,761 | $102.0K | 0.00% | −89,438−98.1% | Reduced |
| CWM, LLC | 1,677 | $97.0K | 0.00% | −79−4.5% | Reduced |
| Rothschild Investment LLC | 1,500 | $86.9K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,199 | $69.4K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,087 | $63.0K | 0.00% | +429+65.2% | Added |
| Huntington National Bank | 1,072 | $62.1K | 0.00% | +147+15.9% | Added |
| Great Lakes Retirement, Inc. | 1,043 | $60.4K | 0.01% | +1,043 | New |
| Parkside Financial Bank & Trust | 1,010 | $58.5K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,000 | $57.9K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 849 | $50.2K | 0.04% | +849 | New |
| Simplex Trading, LLC | 693 | $40.0K | 0.00% | +693 | New |
| Crewe Advisors LLC | 681 | $39.4K | 0.00% | +681 | New |
| HHM Wealth Advisors, LLC | 665 | $38.5K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 605 | $35.0K | 0.00% | +297+96.4% | Added |
| North Star Investment Management Corp. | 576 | $33.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 537 | $31.1K | 0.00% | +46+9.4% | Added |
| GWM Advisors LLC | 450 | $26.1K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 391 | $22.6K | 0.00% | +391 | New |
| Quarry LP | 386 | $22.4K | 0.01% | −387−50.1% | Reduced |
| Parallel Advisors, LLC | 365 | $21.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 352 | $20.0K | 0.00% | +352 | New |
| Ancora Advisors, LLC | 300 | $17.4K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 276 | $16.0K | 0.00% | +83+43.0% | Added |
| Thompson Investment Management, Inc. | 244 | $14.1K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 239 | $13.8K | 0.01% | −32−11.8% | Reduced |
| Intelligent Financial Strategies | 239 | $13.8K | 0.01% | −545−69.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 225 | $13.0K | 0.00% | +225 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 200 | $11.6K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 202 | $11.6K | 0.00% | +9+4.7% | Added |
| Covestor Ltd | 165 | $10.0K | 0.01% | −1−0.6% | Reduced |
| Quadrant Capital Group LLC | 172 | $9.96K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 158 | $9.15K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 156 | $9.03K | 0.00% | +156 | New |
| Principal Securities, Inc. | 154 | $8.92K | 0.00% | +2+1.3% | Added |
| Global Retirement Partners, LLC | 146 | $8.46K | 0.00% | +146 | New |
| Venturi Wealth Management, LLC | 125 | $7.24K | 0.00% | −18−12.6% | Reduced |
| HM Payson & Co | 100 | $5.79K | 0.00% | +100 | New |
| Ashton Thomas Private Wealth, LLC | 98 | $5.67K | 0.00% | +98 | New |
| VisionPoint Advisory Group, LLC | 87 | $5.04K | 0.00% | −3−3.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 60 | $3.48K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 100 | $3.39K | 0.00% | +100 | New |
| Valued Wealth Advisors LLC | 57 | $3.30K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 50 | $2.84K | 0.00% | +50 | New |
| Harbour Investments, Inc. | 44 | $2.55K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 37 | $2.28K | 0.00% | 00.0% | Unchanged |
| 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 |
| Ronald Blue Trust, Inc. | 28 | $1.55K | 0.00% | +28 | New |
| Lindbrook Capital, LLC | 18 | $1.04K | 0.00% | +18 | New |
| 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 |
| CoreCap Advisors, LLC | 11 | $637 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 9 | $522 | 0.00% | +9 | New |
| Proequities, Inc. | 5 | $289 | 0.00% | +4+400.0% | Added |
| MV Capital Management, Inc. | 3 | $174 | 0.00% | +3 | New |
| Hexagon Capital Partners LLC | 2 | $116 | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 1 | $58 | 0.00% | +1 | New |