Rolls-Royce HoldingsRYCEF

13F holders, Q4 2025 (December 31)
7holders +2
2new positions
1sold out
$15.50avg. 13F price*

At the end of Q4 2025, 7 institutions reported holding Rolls-Royce Holdings PLC (RYCEF) in their 13F filings, up 2 from Q3 2025. 2 opened new positions and 1 sold out. The largest holders were Generali Investments CEE, investicni spolecnost, a.s. ($1.9M), Lanark Financial, Inc. ($650K) and Lountzis Asset Management, LLC ($254K).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions2$212K
Exits1$239K

All 13F filers, Q3 2025 → Q4 2025: 50,283 shares bought and 14,911 shares sold, net +35,372 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

Generali Investments CEE, investicni spolecnost, a.s. 0.13% Add +43.0% 120,101 $1.9M
Lanark Financial, Inc. 0.05% Add +1.1% 41,923 $650K
Lountzis Asset Management, LLC 0.09% No change 16,411 $254K
BIP Wealth, LLC 0.01% New 13,550 $210K
Kelleher Financial Advisors 0.01% No change 3,500 $54K
RHL Group, LLC 0.01% — 730 $11K
Curio Wealth, LLC 0.00% New 161 $3K

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