Rolls-Royce Holdings plc (RYCEY)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Ownership Map

Top 31 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders31of 5,944

Avg: 68

Uncrowded78th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.43x

44th percentile

9 buying21 selling

+4

New

-8

Closed

-374,272

Net shares

Ownership Concentration

Top 5: 89.2%Top 10: 96.1%

BOWEN HANES & CO69.1%

Henry James International Management9.2%

Codex Capital Asset Management L.L.C.6.3%

L & S Advisors2.4%

Pinnacle Wealth Management Advisory Group,2.1%

Others (26)10.8%

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Conviction-Weighted Ownership

Median weight: 0.40%Avg weight: 0.89%Max: 3.05%High conviction (>1%): 3

BOWEN HANES & CO

Henry James International Management

Codex Capital Asset Management L.L.C.

L & S Advisors

Pinnacle Wealth Management Advisory Group,

RHUMBLINE ADVISERS

MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS

YOUSIF CAPITAL MANAGEMENT,

Financial Avengers,

AdvisorShares Investments

Institutional Trends (8 Quarters)

No trend data available for this metric.

Crowding AnalysisCrowded

Holders31of 5,944

Avg: 68

Uncrowded78th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.43x

44th percentile

9 buying21 selling

+4

New

-8

Closed

-374,272

Net shares

Ownership Concentration

Top 5: 89.2%Top 10: 96.1%

BOWEN HANES & CO69.1%

Henry James International Management9.2%

Codex Capital Asset Management L.L.C.6.3%

L & S Advisors2.4%

Pinnacle Wealth Management Advisory Group,2.1%

Others (26)10.8%

Crowding AnalysisCrowded

Holders31of 5,944

Avg: 68

Uncrowded78th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.43x

44th percentile

9 buying21 selling

+4

New

-8

Closed

-374,272

Net shares

Ownership Concentration

Top 5: 89.2%Top 10: 96.1%

BOWEN HANES & CO69.1%

Henry James International Management9.2%

Codex Capital Asset Management L.L.C.6.3%

L & S Advisors2.4%

Pinnacle Wealth Management Advisory Group,2.1%

Others (26)10.8%

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2021-06

$137,805

RYCEY · +1278%

$18,666

S&P 500 · +87%

+$119,140

ahead of the index

Total return (5Y)

+1278%

S&P 500

+87%

vs. market

+1191%

outperformed

Annualized

69.0%

mkt 13.3%

Volatility

51%

annualized

Beta

1.59

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

RYCEYS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

RYCEY (solid)S&P 500 (outline)Green = positive year, red = negative. Number = RYCEY's return.

Beat the market

5 / 6 yrs

83% win rate

Best year

+253%

2023

Worst year

-34%

2022

Worst drawdown

-56%

recovered in 3 qtrs

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -56%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.

Ownership Map

Top 31 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 31 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position