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RYAN Institutional Ownership

Ryan Specialty Holdings, Inc.
1W: -1.2% 1M: +11.2% 3M: -8.6% YTD: -16.0% 1Y: -20.2% 3Y: -4.5% 5Y: +15.9%
$42.38
-2.09 (-4.70%)
 
Weekly Expected Move ±5.6%
$39 $41 $44 $46 $49
NYSE · Financial Services · Insurance - Brokers · Tech Score Strong Buy · Power 77 · $5.2B mcap · 107M float · 1.92% daily turnover · Short 58% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $242.5M held by 212 funds, 135 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.

Institutional Ownership — RYAN

448
Institutional Holders
-8 vs prior quarter
0.0%
Ownership
+0.00pp
$4B
Total Invested
85
New Positions
115
Increased
210
Reduced
74
Closed
1.33
Put/Call Ratio

Ownership Trends

Top Institutional Holders (522 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BlackRock, Inc. 10,494,326 $445M -375,499 -3.5% 8Q SEC ↗
2 Vulcan Value Partners, LLC 7,912,669 $335M +1,317,334 +20.0% 4Q SEC ↗
3 T. Rowe Price Investment Management, I 6,625,372 $281M -477,854 -6.7% 17Q SEC ↗
4 Orbis Allan Gray Ltd NEW 6,307,845 $267M — +0.0% 1Q SEC ↗
5 NEUBERGER BERMAN GROUP LLC 5,572,840 $236M +2,467,296 +79.4% 20Q SEC ↗
6 VANGUARD PORTFOLIO MANAGEMENT LLC 5,266,873 $223M -75,394 -1.4% 2Q SEC ↗
7 VANGUARD CAPITAL MANAGEMENT LLC 5,218,054 $221M +17,262 +0.3% 2Q SEC ↗
8 FMR LLC 5,130,211 $217M +4,803,478 +1470.2% 18Q SEC ↗
9 STATE STREET CORP 3,706,058 $157M +72,722 +2.0% 20Q SEC ↗
10 Polar Capital Holdings Plc 2,940,000 $125M +490,000 +20.0% 20Q SEC ↗
11 BANK OF MONTREAL /CAN 2,767,113 $117M +479,238 +20.9% 14Q SEC ↗
12 Stephens Investment Management Group L 2,716,484 $115M +292,147 +12.1% 20Q SEC ↗
13 MONTRUSCO BOLTON INVESTMENTS INC. 2,689,031 $114M -1,333,475 -33.2% 5Q SEC ↗
14 Independent Franchise Partners LLP 2,645,789 $112M -175,065 -6.2% 4Q SEC ↗
15 KAYNE ANDERSON RUDNICK INVESTMENT MANA 2,343,513 $99M -661,939 -22.0% 20Q SEC ↗
16 UBS Group AG 2,201,085 $93M +1,410,381 +178.4% 20Q SEC ↗
17 GEODE CAPITAL MANAGEMENT, LLC 2,124,953 $90M -145,221 -6.4% 20Q SEC ↗
18 MANUFACTURERS LIFE INSURANCE COMPANY, 2,014,407 $85M +1,469,153 +269.4% 19Q SEC ↗
19 MORGAN STANLEY 1,682,829 $71M -596,030 -26.2% 20Q SEC ↗
20 NORGES BANK NEW 1,546,443 $66M — +0.0% 1Q SEC ↗
21 Alberta Investment Management Corp NEW 1,421,400 $60M — +0.0% 1Q SEC ↗
22 Fenimore Asset Management Inc 1,306,606 $55M +581,774 +80.3% 4Q SEC ↗
23 Focus Partners Wealth 1,272,983 $54M -6,969 -0.5% 3Q SEC ↗
24 Sumitomo Mitsui Trust Group, Inc. 1,269,410 $54M -7,632 -0.6% 12Q SEC ↗
25 CHARLES SCHWAB INVESTMENT MANAGEMENT I 1,202,737 $51M +45,775 +4.0% 15Q SEC ↗
26 Sixth Street Partners Management Compa NEW 1,202,737 $51M — +0.0% 1Q SEC ↗
27 THOMPSON SIEGEL & WALMSLEY LLC NEW 1,175,534 $50M — +0.0% 1Q SEC ↗
28 JPMORGAN CHASE & CO 1,155,677 $49M +1,006,528 +674.8% 20Q SEC ↗
29 Bank of New York Mellon Corp 1,126,289 $48M +489,201 +76.8% 20Q SEC ↗
30 GOLDMAN SACHS GROUP INC 993,269 $42M -64,829 -6.1% 15Q SEC ↗
31 BANK OF AMERICA CORP /DE 969,101 $41M -538,982 -35.7% 15Q SEC ↗
32 LOOMIS SAYLES & CO L P NEW 958,275 $41M — +0.0% 1Q SEC ↗
33 NORTHERN TRUST CORP 918,851 $39M -12,567 -1.3% 20Q SEC ↗
34 Champlain Investment Partners, LLC 777,857 $33M -1,491,850 -65.7% 14Q SEC ↗
35 VANGUARD FIDUCIARY TRUST CO 726,238 $31M +838 +0.1% 2Q SEC ↗
36 Zimmer Partners, LP 725,000 $31M -150,000 -17.1% 20Q SEC ↗
37 Clarkston Capital Partners, LLC 710,745 $30M +408,830 +135.4% 2Q SEC ↗
38 GENEVA CAPITAL MANAGEMENT LLC 543,415 $23M -4,760 -0.9% 9Q SEC ↗
39 BLAIR WILLIAM & CO/IL 508,270 $22M -1,133,310 -69.0% 20Q SEC ↗
40 WATERS PARKERSON & CO., LLC 508,121 $22M -22,030 -4.2% 8Q SEC ↗
41 GUARDIAN POINT CAPITAL, LP 500,000 $21M -75,000 -13.0% 10Q SEC ↗
42 Gotham Asset Management, LLC 483,233 $20M +326,204 +207.7% 4Q SEC ↗
43 Mawer Investment Management Ltd. 469,919 $20M -31,275 -6.2% 20Q SEC ↗
44 DUDLEY & SHANLEY, INC. 465,146 $20M -14,875 -3.1% 19Q SEC ↗
45 SEI INVESTMENTS CO 448,353 $19M +59,630 +15.3% 15Q SEC ↗
46 2Xideas AG 345,526 $15M +238,367 +222.4% 10Q SEC ↗
47 PRINCIPAL FINANCIAL GROUP INC 332,675 $14M -4,079,162 -92.5% 17Q SEC ↗
48 WELLS FARGO & COMPANY/MN 325,319 $14M -56,208 -14.7% 20Q SEC ↗
49 LORD, ABBETT & CO. LLC 321,750 $14M +2,534 +0.8% 6Q SEC ↗
50 Invesco Ltd. 311,342 $13M +12,739 +4.3% 19Q SEC ↗

Recent Activity

Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
FMR LLC +4,803,478 +1470.2% 5,130,211
NEUBERGER BERMAN GROUP LLC +2,467,296 +79.4% 5,572,840
MANUFACTURERS LIFE INSURANCE COMPAN +1,469,153 +269.4% 2,014,407
UBS Group AG +1,410,381 +178.4% 2,201,085
Vulcan Value Partners, LLC +1,317,334 +20.0% 7,912,669
JPMORGAN CHASE & CO +1,006,528 +674.8% 1,155,677
Fenimore Asset Management Inc +581,774 +80.3% 1,306,606
Polar Capital Holdings Plc +490,000 +20.0% 2,940,000
Bank of New York Mellon Corp +489,201 +76.8% 1,126,289
BANK OF MONTREAL /CAN +479,238 +20.9% 2,767,113
Clarkston Capital Partners, LLC +408,830 +135.4% 710,745
Gotham Asset Management, LLC +326,204 +207.7% 483,233
Stephens Investment Management Grou +292,147 +12.1% 2,716,484
2Xideas AG +238,367 +222.4% 345,526
Russell Investments Group, Ltd. +188,027 +185.0% 289,670
SummitTX Capital, L.P. +178,182 +621.1% 206,871
AQR CAPITAL MANAGEMENT LLC +81,435 +287.3% 109,779
RAYMOND JAMES FINANCIAL INC +80,682 +85.3% 175,219
STATE STREET CORP +72,722 +2.0% 3,706,058
EQUITABLE TRUST CO +70,726 +62.3% 184,305
Biggest Decreases (20)
HolderReducedChange %Total Shares
PRINCIPAL FINANCIAL GROUP INC -4,079,162 -92.5% 332,675
BESSEMER GROUP INC -2,373,218 -99.9% 3,263
Champlain Investment Partners, LLC -1,491,850 -65.7% 777,857
MONTRUSCO BOLTON INVESTMENTS INC. -1,333,475 -33.2% 2,689,031
BLAIR WILLIAM & CO/IL -1,133,310 -69.0% 508,270
Point72 Asset Management, L.P. -825,640 -93.8% 54,342
AMERIPRISE FINANCIAL INC -776,179 -90.1% 85,705
KAYNE ANDERSON RUDNICK INVESTMENT M -661,939 -22.0% 2,343,513
MORGAN STANLEY -596,030 -26.2% 1,682,829
CITADEL ADVISORS LLC -570,763 -89.1% 69,576
BANK OF AMERICA CORP /DE -538,982 -35.7% 969,101
Ceredex Value Advisors LLC -532,450 -63.4% 307,050
MARSHALL WACE, LLP -500,515 -95.6% 23,000
RENAISSANCE TECHNOLOGIES LLC -494,500 -92.2% 42,100
MILLENNIUM MANAGEMENT LLC -485,478 -61.6% 302,055
T. Rowe Price Investment Management -477,854 -6.7% 6,625,372
BlackRock, Inc. -375,499 -3.5% 10,494,326
Universal- Beteiligungs- und Servic -362,988 -65.2% 193,771
XTX Topco Ltd -192,138 -88.2% 25,591
Independent Franchise Partners LLP -175,065 -6.2% 2,645,789

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms