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, Q1 2025
Institutional positions in Ryan Specialty Holdings, Inc. as of Mar 31, 2025. 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
- 376
- +19 vs. Q4 2024
- Shares held
- 99.7M
- +2.33M (+2.4%) vs. Q4 2024
- Total value
- $7.36B
- +$1.12B (+17.9%) vs. Q4 2024
- New holders
- 64
- 134 more added
- Sold out
- 45
- 129 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Ryan Specialty Holdings, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $74 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 3 | $222 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $222 | 0.00% | +3 | New |
| Golden State Wealth Management, LLC | 4 | $295 | 0.00% | +4 | New |
| South State Corp. | 5 | $370 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 6 | $417 | 0.00% | +6 | New |
| Caitong International Asset Management Co., Ltd | 6 | $443 | 0.00% | −717−99.2% | Reduced |
| SBI Securities Co., Ltd. | 7 | $517 | 0.00% | −3−30.0% | Reduced |
| Rialto Wealth Management, LLC | 7 | $518 | 0.00% | +7 | New |
| Hughes Financial Services, LLC | 8 | $590 | 0.00% | +8 | New |
| NewSquare Capital LLC | 8 | $591 | 0.00% | +8 | New |
| Hantz Financial Services, Inc. | 15 | $1.00K | 0.00% | +15 | New |
| Nisa Investment Advisors, LLC | 14 | $1.03K | 0.00% | +14 | New |
| First Command Advisory Services, Inc. | 18 | $1.33K | 0.00% | +18 | New |
| Spire Wealth Management | 24 | $1.77K | 0.00% | −9−27.3% | Reduced |
| IFP Advisors, Inc | 0 | $2.14K | 0.00% | 0 | Unchanged |
| AdvisorNet Financial, Inc | 34 | $2.51K | 0.00% | +33+3,300.0% | Added |
| EverSource Wealth Advisors, LLC | 37 | $2.73K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 57 | $4.21K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 60 | $4.43K | 0.00% | −360−85.7% | Reduced |
| Larson Financial Group LLC | 63 | $4.65K | 0.00% | +63 | New |
| Farmers & Merchants Investments Inc | 65 | $4.80K | 0.00% | +45+225.0% | Added |
| Medallion Wealth Advisors, LLC | 73 | $5.39K | 0.00% | +73 | New |
| TCTC Holdings, LLC | 87 | $6.43K | 0.00% | +87 | New |
| Farther Finance Advisors, LLC | 90 | $6.64K | 0.00% | −249−73.5% | Reduced |
| HM Payson & Co | 100 | $7.39K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 107 | $7.39K | 0.00% | +63+143.2% | Added |
| Massmutual Trust Co FSB | 101 | $7.46K | 0.00% | −33−24.6% | Reduced |
| Strategic Investment Solutions, Inc. | 101 | $7.48K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 120 | $8.87K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 133 | $9.26K | 0.00% | −77−36.7% | Reduced |
| Quest Partners LLC | 140 | $10.3K | 0.00% | +139+13,900.0% | Added |
| Itau Unibanco Holding S.A. | 191 | $14.0K | 0.00% | −22−10.3% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 200 | $14.8K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 200 | $14.8K | 0.01% | +173+640.7% | Added |
| Coldstream Capital Management Inc | 218 | $16.1K | 0.00% | +218 | New |
| Federation des caisses Desjardins du Quebec | 225 | $16.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 233 | $17.2K | 0.01% | +233 | New |
| Intelligent Financial Strategies | 239 | $17.7K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 244 | $18.0K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 264 | $19.5K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 286 | $21.1K | 0.00% | +286 | New |
| MAI Capital Management | 288 | $21.3K | 0.00% | +89+44.7% | Added |
| Financial Network Wealth Advisors LLC | 291 | $21.5K | 0.03% | +291 | New |
| Skopos Labs, Inc. | 329 | $24.3K | 0.01% | +149+82.8% | Added |
| Whittier Trust Co of Nevada Inc | 332 | $24.5K | 0.00% | +245+281.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 336 | $24.8K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 343 | $25.3K | 0.00% | −1,311−79.3% | Reduced |
| Boston Private Wealth LLC | 352 | $26.0K | 0.00% | +352 | New |
| Atala Financial Inc | 380 | $28.1K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 383 | $28.3K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 428 | $31.6K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 434 | $32.1K | 0.03% | −101−18.9% | Reduced |
| Huntington National Bank | 464 | $34.3K | 0.00% | −1,192−72.0% | Reduced |
| Fifth Third Bancorp | 484 | $35.8K | 0.00% | +324+202.5% | Added |
| Parallel Advisors, LLC | 532 | $39.3K | 0.00% | −130−19.6% | Reduced |
| North Star Investment Management Corp. | 576 | $42.5K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 667 | $42.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 582 | $43.0K | 0.01% | +528+977.8% | Added |
| GWM Advisors LLC | 595 | $44.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 665 | $49.1K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 743 | $54.9K | 0.00% | +478+180.4% | Added |
| Covestor Ltd | 858 | $63.0K | 0.04% | +688+404.7% | Added |
| Cherry Tree Wealth Management, LLC | 1,000 | $73.9K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,034 | $76.4K | 0.01% | −451−30.4% | Reduced |
| Signaturefd, LLC | 1,314 | $97.1K | 0.00% | +14+1.1% | Added |
| Loomis Sayles & Co L P | 1,373 | $101.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,397 | $103.2K | 0.00% | −134−8.8% | Reduced |
| Rothschild Investment LLC | 1,500 | $110.8K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,554 | $115.0K | 0.01% | −78−4.8% | Reduced |
| Jones Financial Companies LLLP | 1,587 | $116.0K | 0.00% | +137+9.4% | Added |
| CWM, LLC | 1,660 | $123.0K | 0.00% | −435−20.8% | Reduced |
| PEAK6 LLC | 1,740 | $128.5K | 0.01% | +1,740 | New |
| GAMMA Investing LLC | 2,101 | $155.2K | 0.01% | +376+21.8% | Added |
| First Horizon Advisors, Inc. | 2,441 | $180.4K | 0.01% | +10.0% | Added |
| Brown Brothers Harriman & Co | 2,453 | $181.2K | 0.00% | −185−7.0% | Reduced |
| Simplex Trading, LLC | 2,753 | $203.0K | 0.01% | −5,377−66.1% | Reduced |
| Keystone Financial Services | 2,879 | $212.7K | 0.08% | +2,879 | New |
| Bryn Mawr Trust Co | 2,900 | $214.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 2,911 | $215.0K | 0.01% | +2,911 | New |
| Ballentine Partners, LLC | 2,962 | $218.8K | 0.00% | +2,962 | New |
| Ci Investments Inc. | 2,985 | $221.0K | 0.00% | +221+8.0% | Added |
| Harbor Advisors LLC | 3,000 | $221.6K | 0.04% | +3,000 | New |
| Mechanics Bank Trust Department | 3,008 | $222.2K | 0.03% | −255−7.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,029 | $223.8K | 0.00% | +3,029 | New |
| Blue Barn Wealth, LLC | 3,083 | $227.7K | 0.12% | −136−4.2% | Reduced |
| Dale Q Rice Investment Management Ltd | 3,086 | $228.0K | 0.12% | +3,086 | New |
| Thoroughbred Financial Services, LLC | 3,111 | $229.0K | 0.01% | −113−3.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,161 | $233.5K | 0.00% | +410+14.9% | Added |
| Bridges Investment Management Inc | 3,276 | $242.0K | 0.00% | +60+1.9% | Added |
| Baker Tilly Wealth Management, LLC | 3,338 | $246.6K | 0.10% | +3,338 | New |
| Cottonwood Capital Advisors, LLC | 3,405 | $251.5K | 0.18% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 3,406 | $251.6K | 0.01% | −2,848−45.5% | Reduced |
| Kestra Advisory Services, LLC | 3,501 | $258.6K | 0.00% | −567−13.9% | Reduced |
| Toronto Dominion Bank | 3,504 | $259.0K | 0.00% | −573−14.1% | Reduced |
| Chicago Trust Co NA | 3,518 | $259.9K | 0.05% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 3,617 | $267.2K | 0.00% | +3,617 | New |
| CIBC Asset Management Inc | 3,747 | $276.8K | 0.00% | +73+2.0% | Added |
| Adviser Investments LLC | 3,805 | $281.1K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 3,871 | $286.0K | 0.01% | −148−3.7% | Reduced |