Rolls-Royce HoldingsRYCEF

13F holders, Q2 2025 (June 30)
6holders +2
3new positions
1sold out
$13.27avg. 13F price*

At the end of Q2 2025, 6 institutions reported holding Rolls-Royce Holdings PLC (RYCEF) in their 13F filings, up 2 from Q1 2025. 3 opened new positions and 1 sold out. The largest holders were Generali Investments CEE, investicni spolecnost, a.s. ($1.1M), Lanark Financial, Inc. ($547K) and BIP Wealth, LLC ($385K).

Company
Rolls-Royce Holdings PLC
CUSIP
G76225104
Latest filing quarter
Q2 2026

History

Number of 13F holders

02468 Q1 2024: 2Q1 2024Q2 2024: 2Q2 2024Q3 2024: 3Q3 2024Q4 2024: 3Q4 2024Q1 2025: 4Q1 2025Q2 2025: 6Q2 2025Q3 2025: 5Q3 2025Q4 2025: 7Q4 2025Q1 2026: 6Q1 2026Q2 2026: 5Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions3$978K
Exits1$27K

All 13F filers, Q1 2025 → Q2 2025: 122,376 shares bought and 2,783 shares sold, net +119,593 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

Generali Investments CEE, investicni spolecnost, a.s. 0.09% Add +133.2% 84,571 $1.1M
Lanark Financial, Inc. 0.04% New 41,451 $547K
BIP Wealth, LLC 0.02% No change 28,900 $385K
Lountzis Asset Management, LLC 0.08% New 17,549 $234K
Douglas Lane & Associates, LLC 0.00% New 14,911 $197K
Curio Wealth, LLC 0.00% Add +16000.0% 161 $2K

"% of holder's portfolio" is RYCEF's weight in each manager's 13F, not the share of Rolls-Royce Holdings PLC the manager owns.