SEC 13F Intelligence

ROLLS ROYCE HLDGS PLC

CUSIP G76225104

Rolls Royce Hldgs PLC has 6 institutional holders in Filings Flow’s 13F database, together reporting 185.1K shares worth $3M as of Q1 2026. The largest reported holders are Generali Investments Cee, Investicni Spolecnost, A.s., Nbc Securities, Inc., and Lountzis Asset Management, LLC.

Institutional Holders
6
Q1 2026
Reported Value
$3M
Ticker
unmapped
private placement or foreign
Quarters Tracked
6

Ownership Trend

Institutional holders
Q4 ’18: 1Q4 ’18Q3 ’19: 1Q3 ’19Q2 ’21: 1Q2 ’21Q4 ’25: 7Q4 ’25Q1 ’26: 6Q1 ’26Q2 ’26: 1Q2 ’26filingsflow.com
Total reported value
Q4 ’18: $108,000Q4 ’18Q3 ’19: $0Q3 ’19Q2 ’21: $0Q2 ’21Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26Q2 ’26: $2MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Generali Investments CEE, investicni spolecnost, a.s.$2.1B AUM0.10%$2M114.1KQ2 2026
LOUNTZIS ASSET MANAGEMENT, LLC$273M AUM0.09%$245,86516.4KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.05%$641,43442.5KQ1 2026OLDER
KELLEHER FINANCIAL ADVISORS$395M AUM0.01%$52,2393.5KQ1 2026OLDER
RHL GROUP, LLC$117M AUM0.01%$10,935730Q1 2026OLDER
BIP Wealth, LLC$2.5B AUM0.01%$209,95913.6KQ4 2025OLDER
Douglas Lane & Associates, LLC$6.9B AUM0.00%$238,72514.9KQ3 2025OLDER
CURIO WEALTH, LLC$293M AUM0.00%$2,412161Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.