Fund shareholders of Ryan Specialty Holdings Inc
ISIN US78351F1075 · United States
- Fund shareholders
- 315
- Of which ETFs
- 72 243 other funds
- Value held
- ≈ 1.7B $ 1.7B $ · 30.8K € · 13.7M SEK
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | 3,895,247 | 147.1M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 3,704,205 | 139.9M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 2,673,862 | 101M $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Value Fund Fidelity Securities Fund | 2,501,900 | 110.5M $ | 2.02 % | as of Jul 31, 2026 ↗ |
| Neuberger Genesis Fund NEUBERGER BERMAN EQUITY FUNDS | 1,993,711 | 63.5M $ | 0.86 % | as of May 31, 2026 ↗ |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. ROWE PRICE MID-CAP GROWTH FUND, INC. | 1,894,790 | 71.5M $ | 0.31 % | as of Jun 30, 2026 ↗ |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 1,539,312 | 58.1M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Fidelity Value Fund Fidelity Capital Trust | 1,471,100 | 65M $ | 0.62 % | as of Jul 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,308,585 | 49.4M $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Independent Franchise Partners US Equity Fund Advisers Investment Trust | 872,423 | 32.9M $ | 2.44 % | as of Jun 30, 2026 ↗ |
| Virtus KAR Small-Cap Growth Fund Virtus Equity Trust | 750,273 | 28.3M $ | 4.59 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 637,989 | 28.2M $ | 0.13 % | as of Jul 31, 2026 ↗ |
| JPMorgan Small Cap Equity Fund JPMorgan Trust I | 597,372 | 22.6M $ | 0.78 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 590,920 | 18.8M $ | 0.04 % | as of May 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 576,698 | 21.8M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 548,329 | 17.5M $ | 0.08 % | as of May 31, 2026 ↗ |
| FAM VALUE FUND Fenimore Asset Management Trust | 504,000 | 19M $ | 1.05 % | as of Jun 30, 2026 ↗ |
| JNL/T. Rowe Price Capital Appreciation Fund JNL Series Trust | 501,725 | 18.9M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Champlain MidCap Fund ADVISORS' INNER CIRCLE FUND II | 479,000 | 18.1M $ | 1.49 % | as of Jun 30, 2026 ↗ |
| iShares Russell Mid-Cap ETF iShares Trust | 462,637 | 17.5M $ | 0.03 % | as of Jun 30, 2026 ↗ |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 448,885 | 16.9M $ | 0.15 % | as of Jun 30, 2026 ↗ |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 448,144 | 19.8M $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 420,926 | 18.6M $ | 0.04 % | as of Jul 31, 2026 ↗ |
| KOVITZ CORE EQUITY ETF Valued Advisers Trust | 409,551 | 18.1M $ | 1.27 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 400,047 | 15.1M $ | 0.14 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 372,136 | 14.1M $ | 0.13 % | as of Jun 30, 2026 ↗ |
| JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 367,874 | 13.9M $ | 0.55 % | as of Jun 30, 2026 ↗ |
| Vulcan Value Partners Fund Elevation Series Trust | 364,413 | 16.1M $ | 7.04 % | as of Jul 31, 2026 ↗ |
| Fidelity Advisor Value Strategies Fund Fidelity Advisor Series I | 338,700 | 10.8M $ | 0.49 % | as of May 31, 2026 ↗ |
| Fidelity Mid Cap Value Fund Fidelity Devonshire Trust | 311,200 | 13.7M $ | 0.58 % | as of Jul 31, 2026 ↗ |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 309,439 | 9.9M $ | 0.07 % | as of May 31, 2026 ↗ |
| Lord Abbett Value Opportunities Fund LORD ABBETT SECURITIES TRUST | 293,818 | 13M $ | 1.16 % | as of Jul 31, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 281,290 | 12.4M $ | 0.80 % | as of Jul 31, 2026 ↗ |
| AQE Core ETF ETF Opportunities Trust | 258,188 | 9.7M $ | 1.70 % | as of Jun 30, 2026 ↗ |
| FAM SMALL CAP FUND Fenimore Asset Management Trust | 257,532 | 9.7M $ | 3.13 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST | 236,241 | 8.9M $ | 1.95 % | as of Jun 30, 2026 ↗ |
| VY(R) T. ROWE PRICE CAPITAL APPRECIATION PORTFOLIO Voya Investors Trust | 229,047 | 8.6M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| BNY Mellon Small/Mid Cap Growth Fund BNY Mellon Investment Funds I | 225,892 | 8.5M $ | 0.98 % | as of Jun 30, 2026 ↗ |
| Neuberger Berman Genesis Portfolio Brighthouse Funds Trust II | 223,907 | 8.5M $ | 1.08 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 217,595 | 6.9M $ | 0.01 % | as of May 31, 2026 ↗ |
| Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust | 216,948 | 9.6M $ | 0.64 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Institutional Mid-Cap Equity Growth Fund T. Rowe Price Equity Funds, Inc. | 212,460 | 8M $ | 0.31 % | as of Jun 30, 2026 ↗ |
| iShares Russell 1000 Value ETF iShares Trust | 211,672 | 8M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| American Beacon Stephens Mid-Cap Growth Fund AMERICAN BEACON FUNDS | 209,126 | 7.9M $ | 1.02 % | as of Jun 30, 2026 ↗ |
| Clarkston Partners Fund ALPS SERIES TRUST | 200,000 | 7.6M $ | 2.60 % | as of Jun 30, 2026 ↗ |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 193,413 | 7.3M $ | 0.08 % | as of Jun 30, 2026 ↗ |
| VIP Value Strategies Portfolio Variable Insurance Products Fund III | 190,700 | 7.2M $ | 0.59 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 183,327 | 5.8M $ | 0.01 % | as of May 31, 2026 ↗ |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 182,203 | 5.8M $ | 0.10 % | as of May 31, 2026 ↗ |
| Transamerica Mid Cap Value Opportunities TRANSAMERICA FUNDS | 179,700 | 7.9M $ | 1.02 % | as of Jul 31, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 176,897 | 5.6M $ | 0.04 % | as of May 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 174,968 | 5.6M $ | 0.01 % | as of May 31, 2026 ↗ |
| Neuberger Core Equity ETF Neuberger Berman ETF Trust | 170,784 | 5.4M $ | 0.61 % | as of May 31, 2026 ↗ |
| Empower T. Rowe Price Mid Cap Growth Fund EMPOWER FUNDS, INC. | 168,516 | 6.4M $ | 0.31 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Capital Appreciation Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. | 162,158 | 6.1M $ | 0.08 % | as of Jun 30, 2026 ↗ |
| Penn Series Flexibly Managed Fund Penn Series Funds Inc | 162,054 | 6.1M $ | 0.13 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 160,984 | 6.1M $ | 0.17 % | as of Jun 30, 2026 ↗ |
| American Beacon Stephens Small Cap Growth Fund AMERICAN BEACON FUNDS | 158,268 | 6M $ | 1.08 % | as of Jun 30, 2026 ↗ |
| VIP Value Portfolio Variable Insurance Products Fund | 157,800 | 6M $ | 0.87 % | as of Jun 30, 2026 ↗ |
| MassMutual Mid Cap Growth Fund MASSMUTUAL SELECT FUNDS | 156,799 | 5.9M $ | 0.24 % | as of Jun 30, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 148,494 | 5.6M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Russell Mid-Cap Value ETF iShares Trust | 145,482 | 5.5M $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Vulcan Value Partners Small Cap Fund Elevation Series Trust | 126,178 | 5.6M $ | 6.86 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 116,321 | 4.4M $ | 0.15 % | as of Jun 30, 2026 ↗ |
| JNL Mid Cap Index Fund JNL Series Trust | 113,289 | 4.3M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 111,998 | 4.9M $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST | 108,800 | 4.1M $ | 0.73 % | as of Jun 30, 2026 ↗ |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 107,106 | 4M $ | 0.63 % | as of Jun 30, 2026 ↗ |
| Nationwide Geneva Mid Cap Growth Fund Nationwide Mutual Funds | 98,452 | 4.3M $ | 1.65 % | as of Jul 31, 2026 ↗ |
| Invesco KBW Property & Casualty Insurance ETF Invesco Exchange-Traded Fund Trust II | 97,517 | 3.1M $ | 1.28 % | as of May 31, 2026 ↗ |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 97,472 | 3.7M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 96,413 | 3.6M $ | 0.18 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Mid Cap Growth Portfolio Brighthouse Funds Trust I | 92,542 | 3.5M $ | 0.31 % | as of Jun 30, 2026 ↗ |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 92,365 | 3.5M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 91,617 | 4M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS | 90,900 | 4M $ | 0.62 % | as of Jul 31, 2026 ↗ |
| Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I | 89,114 | 3.4M $ | 0.93 % | as of Jun 30, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 87,757 | 2.8M $ | 0.53 % | as of May 31, 2026 ↗ |
| PGIM Jennison Financial Services Fund Prudential Sector Funds, Inc. | 85,994 | 2.7M $ | 1.92 % | as of May 29, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 85,131 | 3.8M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Neuberger Small-Mid Cap ETF Neuberger Berman ETF Trust | 85,050 | 2.7M $ | 1.20 % | as of May 31, 2026 ↗ |
| Mid Cap Index Fund VALIC Co I | 83,969 | 2.7M $ | 0.10 % | as of May 31, 2026 ↗ |
| Royce Small-Cap Fund ROYCE FUND | 81,828 | 3.1M $ | 0.14 % | as of Jun 30, 2026 ↗ |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 81,462 | 2.6M $ | 0.10 % | as of May 31, 2026 ↗ |
| iShares U.S. Financials ETF iShares Trust | 77,524 | 3.4M $ | 0.08 % | as of Jul 31, 2026 ↗ |
| Transamerica TSW Mid Cap Value Opportunities VP TRANSAMERICA SERIES TRUST | 76,700 | 2.9M $ | 1.29 % | as of Jun 30, 2026 ↗ |
| Mid Cap Intrinsic Value Portfolio NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST | 76,397 | 2.9M $ | 2.56 % | as of Jun 30, 2026 ↗ |
| VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 75,484 | 2.4M $ | 0.13 % | as of May 31, 2026 ↗ |
| Goldman Sachs High Yield Fund GOLDMAN SACHS TRUST | 74,565 | 2.8M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Mid Cap Index Fund Northern Funds | 74,072 | 2.8M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 73,865 | 3.3M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II | 73,522 | 2.8M $ | 0.68 % | as of Jun 30, 2026 ↗ |
| iShares Russell 1000 ETF iShares Trust | 72,025 | 2.7M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Clarkston Founders Fund ALPS SERIES TRUST | 68,000 | 2.6M $ | 3.56 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 67,278 | 2.1M $ | 0.00 % | as of May 31, 2026 ↗ |
| Allspring Small Company Growth Fund ALLSPRING FUNDS TRUST | 66,367 | 2.9M $ | 0.58 % | as of Jul 31, 2026 ↗ |
| iShares Core S&P U.S. Growth ETF iShares Trust | 65,387 | 2.5M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 63,257 | 2.4M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Large Cap Index Master Portfolio Master Investment Portfolio | 61,998 | 2.3M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 61,978 | 2.7M $ | 0.01 % | as of Jul 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Vulcan Value Partners Fund Elevation Series Trust | 7.04 % | as of Jul 31, 2026 ↗ |
| Vulcan Value Partners Small Cap Fund Elevation Series Trust | 6.86 % | as of Jul 31, 2026 ↗ |
| Virtus KAR Small-Cap Growth Fund Virtus Equity Trust | 4.59 % | as of Jun 30, 2026 ↗ |
| Virtus KAR Small-Cap Growth Series Virtus Variable Insurance Trust | 4.58 % | as of Jun 30, 2026 ↗ |
| Clarkston Founders Fund ALPS SERIES TRUST | 3.56 % | as of Jun 30, 2026 ↗ |
| Virtus KAR Global Small-Cap Fund Virtus Investment Trust | 3.36 % | as of Jun 30, 2026 ↗ |
| Virtus KAR Small-Mid Cap Growth Fund Virtus Equity Trust | 3.14 % | as of Jun 30, 2026 ↗ |
| FAM SMALL CAP FUND Fenimore Asset Management Trust | 3.13 % | as of Jun 30, 2026 ↗ |
| Champlain Strategic Focus Fund ADVISORS' INNER CIRCLE FUND II | 2.75 % | as of Jun 30, 2026 ↗ |
| Clarkston Partners Fund ALPS SERIES TRUST | 2.60 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 313 | +22 | 44,508,245 | -3.5 % |
| 2026Q2 | 291 | -12 | 46,101,466 | -7.4 % |
| 2026Q1 | 303 | -1 | 49,805,195 | +1.6 % |
| 2025Q4 | 304 | -30 | 49,018,577 | -1.9 % |
| 2025Q3 | 334 | -5 | 49,973,514 | -2.2 % |
| 2025Q2 | 339 | +6 | 51,075,074 | +2.1 % |
| 2025Q1 | 333 | +23 | 50,028,841 | -1.0 % |
| 2024Q4 | 310 | +17 | 50,518,886 | -0.9 % |
| 2024Q3 | 293 | +49 | 50,996,826 | +10.0 % |
| 2024Q2 | 244 | +6 | 46,374,324 | +1.6 % |
| 2024Q1 | 238 | -10 | 45,664,951 | -7.2 % |
| 2023Q4 | 248 | 49,218,572 |
Institutional managers
352 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 10,869,825 | 366.7M $ | as of Mar 31, 2026 |
| T. Rowe Price Investment Management, Inc. | 7,103,226 | 239.7K $ | as of Mar 31, 2026 |
| Vulcan Value Partners, LLC | 6,595,335 | 222.5M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 4,411,837 | 148.9M $ | as of Mar 31, 2026 |
| MONTRUSCO BOLTON INVESTMENTS INC. | 4,022,506 | 132.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 3,633,336 | 122.6M $ | as of Mar 31, 2026 |
| NEUBERGER BERMAN GROUP LLC | 3,105,544 | 104.8M $ | as of Mar 31, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3,005,452 | 101.4M $ | as of Mar 31, 2026 |
| Independent Franchise Partners LLP | 2,820,854 | 95.2M $ | as of Mar 31, 2026 |
| Polar Capital Holdings Plc | 2,450,000 | 82.7M $ | as of Mar 31, 2026 |
| Stephens Investment Management Group LLC | 2,424,337 | 81.8M $ | as of Mar 31, 2026 |
| BESSEMER GROUP INC | 2,376,481 | 80.2K $ | as of Mar 31, 2026 |
| BANK OF MONTREAL /CAN/ | 2,287,875 | 77.2M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 2,278,859 | 76.9M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 2,270,174 | 76.6M $ | as of Mar 31, 2026 |
| Champlain Investment Partners, LLC | 2,269,707 | 76.6M $ | as of Mar 31, 2026 |
| Clearbridge Investments, LLC | 1,772,666 | 59.8M $ | as of Mar 31, 2026 |
| BLAIR WILLIAM & CO/IL | 1,641,580 | 55.4M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,508,083 | 50.9M $ | as of Mar 31, 2026 |
| Focus Partners Wealth | 1,279,952 | 43.2M $ | as of Mar 31, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | 1,277,042 | 43.1M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,156,962 | 39M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,058,098 | 35.7M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 931,418 | 31.4M $ | as of Mar 31, 2026 |
| Woodline Partners LP | 891,254 | 30.1M $ | as of Mar 31, 2026 |
Declared shareholders of Ryan Specialty Holdings Inc
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vulcan Value Partners, LLC | 6.11 % | 7,912,669 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Ryan Specialty Holdings Inc". https://titelia.com/en/stocks/ryan-specialty-holdings-inc-US78351F1075