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, Q3 2024
Institutional positions in Ryan Specialty Holdings, Inc. as of Sep 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
- 348
- +51 vs. Q2 2024
- Shares held
- 97.3M
- +10.0M (+11.5%) vs. Q2 2024
- Total value
- $6.47B
- +$1.42B (+28.0%) vs. Q2 2024
- New holders
- 74
- 111 more added
- Sold out
- 23
- 119 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Ryan Specialty Holdings, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Proequities, Inc. | 1 | $66 | 0.00% | −4−80.0% | Reduced |
| Planning Capital Management Corp | 1 | $67 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $200 | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 9 | $597 | 0.00% | +9 | New |
| SRS Capital Advisors, Inc. | 9 | $598 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 10 | $664 | 0.00% | +10 | New |
| CoreCap Advisors, LLC | 11 | $730 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 13 | $863 | 0.00% | +13 | New |
| Lindbrook Capital, LLC | 16 | $1.06K | 0.00% | −2−11.1% | Reduced |
| Farmers & Merchants Investments Inc | 20 | $1.33K | 0.00% | +20 | New |
| Headlands Technologies LLC | 29 | $1.93K | 0.00% | −3,845−99.3% | Reduced |
| EverSource Wealth Advisors, LLC | 37 | $2.46K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 52 | $3.45K | 0.00% | +52 | New |
| Valued Wealth Advisors LLC | 57 | $3.79K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 60 | $3.98K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 74 | $4.91K | 0.00% | +74 | New |
| GeoWealth Management, LLC | 77 | $5.11K | 0.00% | +77 | New |
| Whittier Trust Co of Nevada Inc | 87 | $5.78K | 0.00% | +87 | New |
| Harbour Investments, Inc. | 94 | $6.24K | 0.00% | +50+113.6% | Added |
| Fifth Third Bancorp | 94 | $6.24K | 0.00% | +94 | New |
| Quest Partners LLC | 99 | $6.57K | 0.00% | +69+230.0% | Added |
| HM Payson & Co | 100 | $6.64K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 101 | $6.70K | 0.00% | +1+1.0% | Added |
| Venturi Wealth Management, LLC | 116 | $7.70K | 0.00% | −9−7.2% | Reduced |
| Jones Financial Companies LLLP | 134 | $8.84K | 0.00% | +134 | New |
| Ronald Blue Trust, Inc. | 154 | $8.92K | 0.00% | +126+450.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 158 | $10.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 165 | $11.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 180 | $11.9K | 0.00% | +34+23.3% | Added |
| Skopos Labs, Inc. | 180 | $12.0K | 0.00% | +180 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 200 | $13.3K | 0.02% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $13.3K | 0.00% | +200 | New |
| Allworth Financial LP | 204 | $13.5K | 0.00% | +2+1.0% | Added |
| Wolff Wiese Magana LLC | 224 | $14.9K | 0.01% | −15−6.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 225 | $14.9K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 238 | $15.8K | 0.00% | +238 | New |
| Intelligent Financial Strategies | 239 | $15.9K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 244 | $16.2K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 252 | $16.7K | 0.00% | +98+63.6% | Added |
| Quadrant Capital Group LLC | 256 | $17.0K | 0.00% | +84+48.8% | Added |
| Ci Investments Inc. | 269 | $18.0K | 0.00% | −7−2.5% | Reduced |
| Neo Ivy Capital Management | 338 | $22.0K | 0.01% | +338 | New |
| Farther Finance Advisors, LLC | 339 | $22.5K | 0.00% | −13−3.7% | Reduced |
| Hollencrest Capital Management | 383 | $25.4K | 0.00% | +383 | New |
| Tucker Asset Management LLC | 391 | $26.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 450 | $29.9K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 506 | $33.6K | 0.00% | +506 | New |
| North Star Investment Management Corp. | 576 | $38.2K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 602 | $40.0K | 0.00% | +602 | New |
| Parallel Advisors, LLC | 624 | $41.4K | 0.00% | +259+71.0% | Added |
| HHM Wealth Advisors, LLC | 665 | $44.1K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 808 | $53.6K | 0.02% | +422+109.3% | Added |
| Oarsman Capital, Inc. | 826 | $54.8K | 0.01% | +826 | New |
| Cherry Tree Wealth Management, LLC | 1,000 | $66.4K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,010 | $67.1K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,148 | $76.2K | 0.00% | +76+7.1% | Added |
| GAMMA Investing LLC | 1,249 | $82.9K | 0.01% | +644+106.4% | Added |
| Signaturefd, LLC | 1,347 | $89.4K | 0.00% | +148+12.3% | Added |
| Loomis Sayles & Co L P | 1,373 | $91.0K | 0.00% | +286+26.3% | Added |
| Rothschild Investment LLC | 1,500 | $99.6K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,607 | $107.0K | 0.00% | −70−4.2% | Reduced |
| Shell Asset Management Co | 1,632 | $108.0K | 0.00% | +1,632 | New |
| SG Americas Securities, LLC | 1,675 | $111.0K | 0.00% | −17,806−91.4% | Reduced |
| Sterling Capital Management LLC | 1,859 | $123.4K | 0.00% | +1,859 | New |
| Tower Research Capital LLC (TRC) | 2,065 | $137.1K | 0.00% | −9,514−82.2% | Reduced |
| Ossiam | 2,419 | $160.6K | 0.00% | +526+27.8% | Added |
| KBC Group NV | 2,426 | $161.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,659 | $176.0K | 0.00% | +2,659 | New |
| Clearstead Advisors, LLC | 2,716 | $180.3K | 0.00% | +153+6.0% | Added |
| Northwestern Mutual Wealth Management Co | 2,759 | $183.2K | 0.00% | −85−3.0% | Reduced |
| First Horizon Advisors, Inc. | 2,846 | $189.0K | 0.01% | +2+0.1% | Added |
| Bryn Mawr Trust Co | 2,900 | $192.5K | 0.00% | +2,900 | New |
| Diversify Advisory Services, LLC | 2,977 | $202.6K | 0.01% | −780−20.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,096 | $205.5K | 0.00% | +3,096 | New |
| HSBC Holdings PLC | 3,140 | $208.5K | 0.00% | −503−13.8% | Reduced |
| Bridgefront Capital, LLC | 3,206 | $212.8K | 0.08% | +3,206 | New |
| Thoroughbred Financial Services, LLC | 3,286 | $218.0K | 0.01% | +3,286 | New |
| Qsemble Capital Management, LP | 3,355 | $222.7K | 0.04% | −7,852−70.1% | Reduced |
| Cooper Financial Group | 3,466 | $230.1K | 0.03% | −1,150−24.9% | Reduced |
| CIBC Asset Management Inc | 3,478 | $230.9K | 0.00% | +3,478 | New |
| AQR Capital Management LLC | 3,514 | $231.2K | 0.00% | −999−22.1% | Reduced |
| Sargent Investment Group, LLC | 3,554 | $235.9K | 0.04% | −3,275−48.0% | Reduced |
| Blue Barn Wealth, LLC | 3,572 | $237.1K | 0.12% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 3,696 | $245.4K | 0.00% | −10.0% | Reduced |
| Paloma Partners Management Co | 3,717 | $246.8K | 0.01% | +3,717 | New |
| CWA Asset Management Group, LLC | 3,741 | $248.4K | 0.01% | +3,741 | New |
| Gotham Asset Management, LLC | 3,751 | $249.0K | 0.00% | −2,197−36.9% | Reduced |
| Davenport & Co LLC | 3,770 | $250.3K | 0.00% | +64+1.7% | Added |
| Ascent Group, LLC | 3,775 | $250.6K | 0.02% | +25+0.7% | Added |
| Pathstone Holdings, LLC | 3,832 | $254.4K | 0.00% | +330+9.4% | Added |
| The PNC Financial Services Group, Inc. | 3,850 | $255.6K | 0.00% | +3,313+616.9% | Added |
| IHT Wealth Management, LLC | 3,959 | $262.8K | 0.01% | −1,860−32.0% | Reduced |
| Virtu Financial LLC | 3,962 | $263.0K | 0.01% | +3,962 | New |
| Cerity Partners LLC | 4,000 | $265.6K | 0.00% | −351−8.1% | Reduced |
| Brown Brothers Harriman & Co | 4,015 | $266.6K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 4,019 | $266.8K | 0.01% | +4,019 | New |
| Toronto Dominion Bank | 4,077 | $270.7K | 0.00% | 00.0% | Unchanged |
| Deerfield Management Company, L.P. (Series C) | 4,082 | $271.0K | 0.00% | +4,082 | New |
| Baker Tilly Wealth Management, LLC | 4,104 | $272.5K | 0.12% | −2,819−40.7% | Reduced |
| Advisory Services Network, LLC | 4,963 | $287.4K | 0.01% | 00.0% | Unchanged |