Institutional Ownership Ryan Specialty Holdings, Inc. (RYAN)
This table provides information about the institutional ownership of Ryan Specialty Holdings, Inc. (RYAN). We have compiled data on the 389 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $6.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
85
shares
|
$4,798
0.0% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
84
shares
|
$4,741
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
80
shares
|
$4,516
0.0% of portfolio
|
Q3 2025
Added 63.27%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
57
shares
|
$3,217
0.0% of portfolio
|
Q3 2025
Added 46.15%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
57
shares
|
$3,217
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
41
shares
|
$2,314
0.0% of portfolio
|
Q3 2025
Added 17.14%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
33
shares
|
$1,862
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
28
shares
|
$1,580
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
24
shares
|
$1,354
0.0% of portfolio
|
Q1 2025
Reduced 27.27%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
21
shares
|
$1,185
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
18
shares
|
$1,016
0.0% of portfolio
|
Q2 2024
Reduced 97.78%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
17
shares
|
$959
0.0% of portfolio
|
Q1 2023
Added 30.77%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
17
shares
|
$959
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
10
shares
|
$564
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
10
shares
|
$564
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
10
shares
|
$564
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
9
shares
|
$508
0.0% of portfolio
|
Q2 2025
Added 28.57%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
8
shares
|
$451
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
8
shares
|
$451
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
6
shares
|
$338
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
6
shares
|
$338
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
3
shares
|
$169
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
3
shares
|
$169
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
3
shares
|
$169
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
2
shares
|
$112
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|