Ryan Specialty Holdings Inc (RYAN) SEC 13F Holdings (Q2 2026): Institutional Buyers & Sellers

RYAN ranks #1673 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

RYAN is a top-conviction position for Vulcan Value Partners, LLC — at 9.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in RYAN belongs to BlackRock, Inc., but the position matters far more to Vulcan Value Partners, LLC, who has 9.1% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Fidelity has added to its RYAN position for two straight quarters, increasing it by $192.8M to reach $193.7M today.

Principal Financial Group Inc has trimmed its RYAN position for two straight quarters, cutting it by $213.3M while still holding $12.6M.

RYAN is up 0.3% today, and institutions have been net buyers of $636.8M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

RYAN posted net income of $99.0M over the trailing twelve months, and currently trades at a P/E of 59.1.

• Profitable — net income of $99.0M over the trailing twelve months
• Revenue grew 14.8% year over year
• Net income improved year over year, from $55.7M to $99.0M
• Generated $643.7M in positive operating cash flow
• Current ratio of 0.98x — below the conventional 1.5x liquidity buffer
• Liabilities run 14.37x equity — a highly leveraged balance sheet worth noting