RYAN SPECIALTY HOLDINGS INC (RYAN)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $396.3M | 10,494,326 | 0.01% | 8q | -3.5%-$14.2M |
| Vulcan Value Partners, LLC | $298.8M | 7,912,669 | 9.09% | 4q | +20.0%+$49.7M |
| T. Rowe Price Investment Management, Inc. | $250.2M | 6,625,372 | 0.16% | 16q | -6.7%-$18.0M |
| Orbis Allan Gray Ltd | $238.2M | 6,307,845 | 0.82% | new | NEW |
| NEUBERGER BERMAN GROUP LLC | $210.5M | 5,572,840 | 0.14% | 20q | +79.4%+$93.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $198.9M | 5,266,873 | 0.01% | 2q | -1.4%-$2.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $197.0M | 5,218,054 | 0.00% | 2q | HELD |
| FMR LLC | $193.7M | 5,130,211 | 0.01% | 18q | +1470.2%+$181.4M |
| STATE STREET CORP | $139.9M | 3,706,058 | 0.00% | 20q | +2.0%+$2.7M |
| Polar Capital Holdings Plc | $111.0M | 2,940,000 | 0.26% | 20q | +20.0%+$18.5M |
| BANK OF MONTREAL /CAN/ | $104.5M | 2,767,113 | 0.03% | 14q | +20.9%+$18.1M |
| Stephens Investment Management Group LLC | $102.6M | 2,716,484 | 1.10% | 20q | +12.1%+$11.0M |
| MONTRUSCO BOLTON INVESTMENTS INC. | $101.5M | 2,689,031 | 1.57% | 5q | -33.2%-$50.4M |
| Independent Franchise Partners LLP | $99.9M | 2,645,789 | 0.66% | 4q | -6.2%-$6.6M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $88.5M | 2,343,513 | 0.27% | 20q | -22.0%-$25.0M |
| UBS Group AG | $83.1M | 2,201,085 | 0.01% | 20q | +178.4%+$53.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $80.3M | 2,124,953 | 0.00% | 20q | -6.4%-$5.5M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $76.1M | 2,014,407 | 0.06% | 19q | +269.4%+$55.5M |
| MORGAN STANLEY | $63.5M | 1,682,829 | 0.00% | 20q | -26.2%-$22.5M |
| NORGES BANK | $58.4M | 1,546,443 | 0.01% | 12q | +31.9%+$14.1M |
| Alberta Investment Management Corp | $53.7M | 1,421,400 | 0.30% | new | NEW |
| Fenimore Asset Management Inc | $49.3M | 1,306,606 | 1.02% | 4q | +80.3%+$22.0M |
| Focus Partners Wealth | $48.1M | 1,272,983 | 0.05% | 3q | -0.5%-$263.2K |
| Sumitomo Mitsui Trust Group, Inc. | $47.9M | 1,269,410 | 0.03% | 12q | -0.6%-$288.2K |
| JPMORGAN CHASE & CO | $45.4M | 1,155,677 | 0.00% | 20q | +674.8%+$39.6M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $45.4M | 1,202,737 | 0.01% | 20q | +4.0%+$1.7M |
| THOMPSON SIEGEL & WALMSLEY LLC | $44.4M | 1,175,534 | 0.80% | new | NEW |
| Bank of New York Mellon Corp | $42.5M | 1,126,289 | 0.01% | 20q | +76.8%+$18.5M |
| GOLDMAN SACHS GROUP INC | $37.5M | 993,269 | 0.00% | 20q | -6.1%-$2.4M |
| BANK OF AMERICA CORP /DE/ | $36.6M | 969,101 | 0.00% | 20q | -35.7%-$20.4M |
| LOOMIS SAYLES & CO L P | $36.2M | 958,275 | 0.05% | new | NEW |
| NORTHERN TRUST CORP | $34.7M | 918,851 | 0.00% | 20q | -1.3%-$474.5K |
| Champlain Investment Partners, LLC | $29.4M | 777,857 | 0.75% | 14q | -65.7%-$56.3M |
| VANGUARD FIDUCIARY TRUST CO | $27.4M | 726,238 | 0.01% | 2q | HELD |
| Zimmer Partners, LP | $27.4M | 725,000 | 0.63% | 20q | -17.1%-$5.7M |
| Clarkston Capital Partners, LLC | $26.8M | 710,745 | 2.27% | 2q | +135.4%+$15.4M |
| GENEVA CAPITAL MANAGEMENT LLC | $20.5M | 543,415 | 0.47% | 14q | -0.9%-$179.7K |
| BLAIR WILLIAM & CO/IL | $19.2M | 508,270 | 0.05% | 20q | -69.0%-$42.8M |
| WATERS PARKERSON & CO., LLC | $19.2M | 508,121 | 0.95% | 8q | -4.2%-$831.9K |
| GUARDIAN POINT CAPITAL, LP | $18.9M | 500,000 | 5.81% | 10q | -13.0%-$2.8M |
| Gotham Asset Management, LLC | $18.2M | 483,233 | 0.04% | 4q | +207.7%+$12.3M |
| Mawer Investment Management Ltd. | $17.7M | 469,919 | 0.12% | 20q | -6.2%-$1.2M |
| DUDLEY & SHANLEY, INC. | $17.6M | 465,146 | 2.65% | 19q | -3.1%-$561.7K |
| SEI INVESTMENTS CO | $16.9M | 448,353 | 0.01% | 20q | +15.3%+$2.3M |
| 2Xideas AG | $13.0M | 345,526 | 5.62% | 10q | +222.4%+$9.0M |
| PRINCIPAL FINANCIAL GROUP INC | $12.6M | 332,675 | 0.01% | 17q | -92.5%-$154.0M |
| WELLS FARGO & COMPANY/MN | $12.3M | 325,319 | 0.00% | 20q | -14.7%-$2.1M |
| LORD, ABBETT & CO. LLC | $12.1M | 321,750 | 0.03% | 6q | +0.8%+$95.7K |
| Invesco Ltd. | $11.8M | 311,342 | 0.00% | 19q | +4.3%+$481.0K |
| Ceredex Value Advisors LLC | $11.6M | 307,050 | 0.33% | 3q | -63.4%-$20.1M |
| Bellecapital International Ltd. | $11.5M | 304,124 | 1.84% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $11.4M | 302,055 | 0.00% | 4q | -61.6%-$18.3M |
| NFC Investments, LLC | $11.1M | 293,952 | 2.82% | new | NEW |
| Russell Investments Group, Ltd. | $11.0M | 289,670 | 0.01% | 16q | +185.0%+$7.2M |
| RHUMBLINE ADVISERS | $10.9M | 288,169 | 0.01% | 17q | -6.7%-$778.6K |
| Quantinno Capital Management LP | $10.7M | 282,088 | 0.01% | 8q | +13.9%+$1.3M |
| Nuveen, LLC | $10.1M | 266,868 | 0.00% | 6q | +23.8%+$1.9M |
| CITADEL ADVISORS LLC | $10.0M incl. $7.4M options CALL+PUT | 69,576 | 0.00% | 20q | -89.1%-$81.9M |
| TD Asset Management Inc | $9.9M | 262,354 | 0.01% | 5q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $9.9M | 261,952 | 0.00% | 19q | -9.2%-$996.4K |
| NATIXIS | $9.3M | 245,557 | 0.04% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $8.8M | 233,878 | 0.00% | 20q | -6.7%-$635.4K |
| C WorldWide Group Holding A/S | $8.6M | 227,542 | 0.21% | 10q | HELD |
| Swiss National Bank | $8.4M | 221,200 | 0.00% | 19q | +2.1%+$173.7K |
| SummitTX Capital, L.P. | $7.8M | 206,871 | 0.20% | 3q | +621.1%+$6.7M |
| California Public Employees Retirement System | $7.4M | 196,314 | 0.00% | 12q | -1.0%-$72.0K |
| ROYCE & ASSOCIATES LP | $7.4M | 194,934 | 0.06% | new | NEW |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $7.3M | 193,771 | 0.01% | 6q | -65.2%-$13.7M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $7.1M | 189,001 | 0.11% | new | NEW |
| EQUITABLE TRUST CO | $7.0M | 184,305 | 0.29% | 3q | +62.3%+$2.7M |
| PEREGRINE CAPITAL MANAGEMENT LLC | $6.7M | 177,536 | 0.22% | 20q | -4.8%-$334.6K |
| RAYMOND JAMES FINANCIAL INC | $6.6M | 175,219 | 0.00% | 7q | +85.3%+$3.0M |
| ALLIANCEBERNSTEIN L.P. | $6.5M | 193,481 | 0.00% | 20q | +5.7%+$349.4K |
| Retirement Systems of Alabama | $6.4M | 170,238 | 0.02% | 9q | -11.4%-$830.0K |
| Creative Planning | $5.5M | 145,662 | 0.00% | 7q | +58.9%+$2.0M |
| Legal & General Group Plc | $5.3M | 141,174 | 0.00% | 19q | -3.8%-$208.1K |
| Pinnacle Financial Partners, Inc. | $5.1M | 135,401 | 0.03% | 3q | +24.8%+$1.0M |
| ELEMENT CAPITAL MANAGEMENT LLC | $5.0M | 131,900 | 0.16% | new | NEW |
| HRT FINANCIAL LP | $4.9M | 130,430 | 0.01% | new | NEW |
| Corient Private Wealth LP | $4.9M | 129,094 | 0.01% | 15q | -28.6%-$1.9M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4.8M | 127,582 | 0.00% | 19q | -2.9%-$142.5K |
| NORTHWESTERN UNIVERSITY | $4.5M | 119,046 | 7.10% | 2q | HELD |
| CI INVESTMENTS INC. | $4.5M | 118,944 | 0.01% | 13q | -2.7%-$124.9K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $4.3M | 113,576 | 0.00% | 20q | +8.7%+$341.9K |
| Pictet Asset Management Holding SA | $4.2M | 110,333 | 0.00% | 12q | +26.0%+$859.8K |
| AQR CAPITAL MANAGEMENT LLC | $4.1M | 109,779 | 0.00% | 9q | +287.3%+$3.1M |
| COOPER INVESTORS PTY LTD | $4.1M | 109,517 | 1.90% | 19q | -52.4%-$4.5M |
| Holocene Advisors, LP | $4.1M | 108,999 | 0.01% | 2q | +93.5%+$2.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | $4.1M | 108,271 | 0.00% | 2q | +7.3%+$279.2K |
| Bastion Asset Management Inc. | $4.0M | 111,326 | 1.35% | new | NEW |
| Ilex Capital Partners (UK) LLP | $3.7M | 96,932 | 0.08% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.4M incl. $3.0M options CALL+PUT | 11,188 | 0.00% | 20q | HELD |
| ROYAL BANK OF CANADA | $3.3M | 86,704 | 0.00% | 19q | -0.6%-$20.5K |
| AMERIPRISE FINANCIAL INC | $3.2M | 85,705 | 0.00% | 17q | -90.1%-$29.3M |
| STATE OF WISCONSIN INVESTMENT BOARD | $3.1M | 83,366 | 0.01% | 17q | -3.8%-$125.7K |
| Weiss Asset Management LP | $3.0M | 78,875 | 0.03% | new | NEW |
| Torray Investment Partners LLC | $2.9M | 77,911 | 0.40% | 19q | +14.5%+$372.5K |
| Embree Financial Group | $2.8M | 75,005 | 0.28% | 10q | +0.9%+$24.9K |
| Oak Thistle LLC | $2.8M | 73,618 | 0.27% | 2q | -3.2%-$91.9K |
| NATIXIS ADVISORS, LLC | $2.7M | 71,754 | 0.00% | 8q | +96.8%+$1.3M |
Showing the largest 100 of 375 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-07 | 2026-08-04 | Material agreement entered | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-08 | MULSHINE BRENDAN MARTIN | Co-President and CRO | Sold | 40,000 | $1.6M |
| 2026-06-10 | ROGERS JOHN W JR | Director | Bought | 7,500 | $263.7K |
| 2026-06-03 | Hamilton Janice M | Chief Financial Officer | Bought | 6,300 | $200.3K |
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-05 | RYAN PATRICK G | Executive Chairman | Bought | 120,000 | $3.9M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 97 | $255.5M | 6,902,389 | 20 | 21 | 22 | 0.0% |
| Q2 2026 | 375 | $4.4B | 116,499,309 | 77 | 110 | 134 | 0.4% |
| Q1 2026 | 367 | $3.8B | 110,950,344 | 72 | 136 | 103 | 0.2% |
| Q4 2025 | 386 | $5.9B | 114,875,092 | 72 | 116 | 120 | 0.2% |
| Q3 2025 | 368 | $5.9B | 104,590,477 | 59 | 143 | 95 | 0.2% |
| Q2 2025 | 377 | $7.0B | 103,187,260 | 46 | 134 | 123 | 0.2% |
| Q1 2025 | 383 | $7.5B | 100,228,951 | 66 | 124 | 120 | 0.1% |
| Q4 2024 | 363 | $6.3B | 98,157,746 | 42 | 147 | 98 | 0.2% |
| Q3 2024 | 351 | $6.5B | 97,802,631 | 72 | 101 | 116 | 0.2% |
| Q2 2024 | 304 | $5.7B | 99,028,860 | 69 | 91 | 88 | 0.2% |
| Q1 2024 | 273 | $5.2B | 93,339,370 | 50 | 91 | 84 | 0.4% |
| Q4 2023 | 257 | $3.9B | 90,041,969 | 27 | 90 | 84 | 0.2% |
| Q3 2023 | 244 | $4.3B | 89,345,327 | 42 | 94 | 54 | 0.2% |
| Q2 2023 | 216 | $3.8B | 84,159,768 | 33 | 79 | 54 | 1.3% |
| Q1 2023 | 202 | $3.1B | 76,124,949 | 29 | 67 | 70 | 0.3% |
| Q4 2022 | 193 | $3.0B | 72,683,419 | 29 | 64 | 67 | 0.5% |
| Q3 2022 | 194 | $3.1B | 75,892,638 | 46 | 57 | 58 | 0.0% |
| Q2 2022 | 164 | $47.7B | 1,218,002,029 | 37 | 56 | 46 | 0.0% |
| Q1 2022 | 155 | $50.1B | 1,291,184,907 | 35 | 45 | 46 | 0.0% |
| Q4 2021 | 146 | $51.4B | 1,274,934,470 | 54 | 43 | 25 | 0.0% |
| Q3 2021 | 107 | $18.0B | 530,819,885 | 107 | 0 | 0 | 0.0% |
