BRC GROUP HOLDINGS INC (RILY)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 17,343,675 shares against 40,199,755 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| EQUITEC PROPRIETARY MARKETS, LLC | $27.3M | 3,397,611 | 4.88% | new | NEW |
| DBA TRADING, LLC | $23.6M | 3,227,869 | 11.88% | 3q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $16.6M incl. $16.5M options CALL+PUT | 11,166 | 0.00% | 26q | -96.4%-$447.6M |
| BlackRock, Inc. | $13.9M | 1,734,708 | 0.00% | 8q | +323.9%+$10.7M |
| CITADEL ADVISORS LLC | $11.5M incl. $8.2M options CALL+PUT | 402,436 | 0.00% | 28q | +1171.4%+$10.6M |
| First Eagle Investment Management, LLC | $10.9M | 1,361,922 | 0.01% | new | NEW |
| VANGUARD CAPITAL MANAGEMENT LLC | $8.8M | 1,096,895 | 0.00% | 2q | +37.6%+$2.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6.7M | 830,965 | 0.00% | 31q | -19.7%-$1.6M |
| GEODE CAPITAL MANAGEMENT, LLC | $5.0M | 622,769 | 0.00% | 31q | +197.7%+$3.3M |
| JANE STREET GROUP, LLC | $4.4M incl. $2.5M options CALL+PUT | 242,018 | 0.00% | 15q | +4.1%+$174.9K |
| MARSHALL WACE, LLP | $3.6M | 449,676 | 0.00% | new | NEW |
| FEDERATED HERMES, INC. | $2.7M | 331,798 | 0.00% | 8q | +0.7%+$18.9K |
| STATE STREET CORP | $2.4M | 293,518 | 0.00% | 31q | +255.3%+$1.7M |
| RENAISSANCE TECHNOLOGIES LLC | $2.0M | 244,500 | 0.00% | 2q | -2.3%-$46.0K |
| GROUP ONE TRADING LLC | $1.6M | 194,692 | 0.00% | 7q | +47.3%+$502.8K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.5M | 192,503 | 0.00% | 2q | +423.5%+$1.3M |
| NORTHERN TRUST CORP | $1.5M | 188,926 | 0.00% | 31q | +297.9%+$1.1M |
| VANGUARD FIDUCIARY TRUST CO | $1.3M | 161,170 | 0.00% | 2q | +55.5%+$462.4K |
| Invesco Ltd. | $1.3M | 159,762 | 0.00% | 26q | +6.9%+$82.4K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $1.2M | 143,787 | 0.02% | 2q | +151.0%+$695.4K |
| UBS Group AG | $1.1M | 135,137 | 0.00% | 31q | +656.1%+$942.8K |
| TWO SIGMA INVESTMENTS, LP | $904.5K | 112,497 | 0.00% | 8q | +62.7%+$348.5K |
| WHITE PINE CAPITAL LLC | $878.3K | 109,241 | 0.21% | new | NEW |
| GSA CAPITAL PARTNERS LLP | $869.0K | 108,057 | 0.05% | 2q | +319.1%+$661.6K |
| CastleKnight Management LP | $862.6K | 107,289 | 0.01% | 3q | +65.6%+$341.7K |
| Global Retirement Partners, LLC | $717.9K | 89,289 | 0.01% | new | NEW |
| Quinn Opportunity Partners LLC | $683.4K | 85,000 | 0.03% | 2q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $683.0K | 84,796 | 0.00% | 3q | -29.7%-$288.1K |
| GOLDMAN SACHS GROUP INC | $648.8K | 80,699 | 0.00% | 29q | -25.7%-$224.5K |
| B. Riley Wealth Advisors, Inc. | $603.8K | 73,820 | 0.03% | 18q | +50.6%+$202.9K |
| WELLS FARGO & COMPANY/MN | $598.2K | 74,404 | 0.00% | 31q | +30.5%+$139.9K |
| DIMENSIONAL FUND ADVISORS LP | $590.3K | 73,426 | 0.00% | new | NEW |
| Bank of New York Mellon Corp | $505.2K | 62,841 | 0.00% | 4q | +328.8%+$387.4K |
| Engineers Gate Manager LP | $443.5K | 55,159 | 0.01% | 2q | +158.8%+$272.1K |
| Walleye Capital LLC | $416.6K incl. $416.5K options CALL+PUT | 11 | 0.00% | 5q | -15.4%-$75.7K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $405.2K | 50,400 | 0.01% | 3q | +9.8%+$36.2K |
| Steward Partners Investment Advisory, LLC | $370.6K | 46,095 | 0.00% | new | NEW |
| Straight Path Wealth Management | $352.2K | 43,800 | 0.08% | 19q | HELD |
| State of Wyoming | $350.5K | 43,591 | 0.04% | 2q | -11.2%-$44.2K |
| Man Group plc | $278.2K | 34,605 | 0.00% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $275.0K | 34,100 | 0.00% | 3q | +125.8%+$153.2K |
| Walleye Trading LLC | $258.9K CALL+PUT | options only | 0.00% | 6q | OPTIONS |
| BANK OF AMERICA CORP /DE/ | $249.4K | 31,020 | 0.00% | 31q | -42.4%-$183.4K |
| SIMPLEX TRADING, LLC | $228.2K | 28,383 | 0.00% | new | NEW |
| MGO ONE SEVEN LLC | $228.1K | 28,373 | 0.00% | 11q | HELD |
| RHUMBLINE ADVISERS | $224.3K | 27,895 | 0.00% | 4q | +2569.4%+$215.9K |
| IMC-Chicago, LLC | $222.1K | 27,619 | 0.00% | 2q | -16.8%-$44.9K |
| Nuveen, LLC | $220.5K | 27,428 | 0.00% | new | NEW |
| Mork Capital Management, LLC | $201.0K | 25,000 | 0.13% | 31q | HELD |
| ALLIANCEBERNSTEIN L.P. | $199.8K | 27,300 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $181.7K | 22,596 | 0.00% | new | NEW |
| Cetera Investment Advisers | $176.4K | 21,939 | 0.00% | 8q | +2.3%+$3.9K |
| MORGAN STANLEY | $166.8K | 20,751 | 0.00% | 35q | -41.4%-$118.0K |
| ExodusPoint Capital Management, LP | $148.3K | 18,445 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $134.3K | 16,698 | 0.00% | 31q | +9552.0%+$132.9K |
| OSAIC HOLDINGS, INC. | $131.6K | 16,372 | 0.00% | 25q | +322.4%+$100.5K |
| Russell Investments Group, Ltd. | $130.4K | 16,214 | 0.00% | 10q | +9.0%+$10.7K |
| FRANKLIN RESOURCES INC | $122.7K | 15,260 | 0.00% | new | NEW |
| MetLife Investment Management, LLC | $111.5K | 13,867 | 0.00% | new | NEW |
| Hudson Bay Capital Management LP | $101.7K | 12,646 | 0.00% | 2q | -66.7%-$203.5K |
| ROYCE & ASSOCIATES LP | $93.4K | 11,622 | 0.00% | 2q | HELD |
| CITIGROUP INC | $91.7K | 11,403 | 0.00% | 31q | +583.6%+$78.3K |
| MILLENNIUM MANAGEMENT LLC | $86.1K | 10,703 | 0.00% | 2q | -96.4%-$2.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $85.8K | 10,667 | 0.00% | new | NEW |
| Sanctuary Advisors, LLC | $84.3K | 10,490 | 0.00% | 8q | -9.3%-$8.6K |
| FOX RUN MANAGEMENT, L.L.C. | $83.8K | 10,420 | 0.01% | new | NEW |
| JPMORGAN CHASE & CO | $78.6K | 9,603 | 0.00% | new | NEW |
| Regatta Research & Money Management | $77.6K | 9,650 | 0.07% | new | FIRST |
| Legal & General Group Plc | $67.5K | 8,394 | 0.00% | new | NEW |
| NEW YORK STATE COMMON RETIREMENT FUND | $63.5K | 7,900 | 0.00% | new | NEW |
| BARCLAYS PLC | $59.3K | 7,374 | 0.00% | 31q | -66.3%-$116.7K |
| Police & Firemen's Retirement System of New Jersey | $54.9K | 6,832 | 0.00% | new | NEW |
| Vanguard Global Advisers, LLC | $49.5K | 6,161 | 0.00% | 2q | HELD |
| Allied Private Wealth LLC | $49.2K | 6,840 | 0.03% | new | FIRST |
| Farther Finance Advisors, LLC | $34.3K | 4,218 | 0.00% | 4q | +1.9% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $31.9K | 3,971 | 0.00% | 18q | -22.2%-$9.1K |
| ROYAL BANK OF CANADA | $31.0K | 3,816 | 0.00% | 31q | +424.2%+$25.1K |
| JONES FINANCIAL COMPANIES LLLP | $23.6K | 3,125 | 0.00% | 8q | -18.1%-$5.2K |
| FMR LLC | $19.2K | 2,392 | 0.00% | 25q | +4.5% |
| Ameritas Investment Partners, Inc. | $16.9K | 2,102 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $15.5K | 1,933 | 0.00% | 25q | -41.8%-$11.2K |
| SBI Securities Co., Ltd. | $6.2K | 773 | 0.00% | 7q | +66.6%+$2.5K |
| Sterling Capital Management LLC | $3.8K | 467 | 0.00% | new | NEW |
| Glass Jacobson Investment Advisors llc | $3.1K | 391 | 0.00% | 14q | HELD |
| LANARK FINANCIAL, INC. | $3.0K | 375 | 0.00% | 6q | HELD |
| Allworth Financial LP | $2.9K | 355 | 0.00% | 5q | HELD |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.6K | 319 | 0.00% | new | NEW |
| COMPASS FINANCIAL MANAGEMENT LLC | $2.5K | 310 | 0.00% | new | FIRST |
| Fortitude Family Office, LLC | $1.2K | 152 | 0.00% | 4q | HELD |
| Institute for Wealth Management, LLC. | $780 | 97 | 0.00% | new | NEW |
| MassMutual Private Wealth & Trust, FSB | $257 | 32 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $161 | 20 | 0.00% | 21q | HELD |
| Clearstead Advisors, LLC | $81 | 10 | 0.00% | 15q | HELD |
| HARBOUR INVESTMENTS, INC. | $32 | 4 | 0.00% | 4q | HELD |
Tender offers and delisting
Schedules TO, 13E-3 and 14D-9 and Form 25 filed in the last 180 days. Price a share is read from the filing itself where it states one plainly; a marker means we found no figure we could stand behind, and the reason is on it.
| Filed | What | Filed by | Price a share | Source |
|---|---|---|---|---|
| 2026-09-28 | Delisting notice from the exchange | Nasdaq Stock Market LLC | - | filing |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-28 | 2026-10-22 | Directors or officers departed or appointed | filing |
| 2026-10-01 | 2026-09-28 | Acquisition or disposal completed Material agreement entered | filing |
| 2026-08-28 | 2026-08-25 | Directors or officers departed or appointed | filing |
| 2026-08-13 | 2026-08-07 | Material agreement entered | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-14 | Forman Alan N | EVP, General Counsel, Sec | Sold | 79,445 | $680.3K |
| 2026-05-13 | Forman Alan N | EVP, General Counsel, Sec | Sold | 20,555 | $176.4K |
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-16 | RILEY BRYANT R | Chairman and Co-CEO | Sold | 195,492 | $1.8M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 17 | $1.7M | 342,555 | 7 | 4 | 2 | 0.0% |
| Q2 2026 | 94 | $165.0M | 17,343,675 | 26 | 33 | 18 | 16.9% |
| Q1 2026 | 80 | $93.8M | 9,754,083 | 15 | 16 | 24 | 23.9% |
| Q4 2025 | 76 | $40.2M | 5,926,904 | 17 | 17 | 25 | 31.3% |
| Q3 2025 | 72 | $53.6M | 6,249,316 | 14 | 22 | 15 | 31.4% |
| Q2 2025 | 76 | $21.8M | 5,231,586 | 17 | 22 | 25 | 29.1% |
| Q1 2025 | 89 | $39.1M | 6,972,778 | 11 | 35 | 23 | 31.0% |
| Q4 2024 | 94 | $60.2M | 7,701,119 | 11 | 19 | 38 | 41.3% |
| Q3 2024 | 128 | $89.9M | 8,158,441 | 33 | 31 | 39 | 52.3% |
| Q2 2024 | 138 | $267.8M | 10,288,735 | 23 | 36 | 54 | 31.8% |
| Q1 2024 | 148 | $465.1M | 12,448,358 | 29 | 34 | 52 | 43.2% |
| Q4 2023 | 149 | $472.0M | 15,932,449 | 28 | 52 | 37 | 29.1% |
| Q3 2023 | 166 | $697.2M | 14,719,176 | 27 | 57 | 43 | 13.5% |
| Q2 2023 | 158 | $682.7M | 12,679,358 | 27 | 28 | 68 | 14.7% |
| Q1 2023 | 150 | $453.5M | 13,084,825 | 22 | 48 | 52 | 17.9% |
| Q4 2022 | 173 | $484.6M | 13,463,201 | 34 | 50 | 52 | 5.0% |
| Q3 2022 | 155 | $669.9M | 14,241,159 | 14 | 51 | 55 | 5.4% |
| Q2 2022 | 164 | $670.8M | 15,259,832 | 19 | 61 | 49 | 3.8% |
| Q1 2022 | 188 | $1.1B | 15,548,393 | 27 | 60 | 64 | 2.6% |
| Q4 2021 | 194 | $1.7B | 19,103,694 | 39 | 55 | 59 | 3.0% |
| Q3 2021 | 177 | $1.5B | 24,108,609 | 27 | 52 | 67 | 2.5% |
| Q2 2021 | 174 | $1.5B | 19,951,402 | 52 | 63 | 45 | 2.2% |
| Q1 2021 | 138 | $2.8B | 49,025,032 | 49 | 39 | 43 | 0.8% |
| Q4 2020 | 99 | $757.4M | 16,989,279 | 18 | 31 | 32 | 0.8% |
| Q3 2020 | 87 | $463.9M | 18,477,613 | 14 | 19 | 35 | 0.2% |
| Q2 2020 | 79 | $411.0M | 18,876,663 | 12 | 27 | 31 | 0.1% |
| Q1 2020 | 86 | $601.8M | 31,047,573 | 13 | 29 | 30 | 0.1% |
| Q4 2019 | 87 | $510.1M | 20,259,375 | 19 | 31 | 22 | 0.0% |
| Q3 2019 | 78 | $494.5M | 20,921,766 | 13 | 30 | 19 | 0.1% |
| Q2 2019 | 67 | $415.5M | 19,858,063 | 10 | 24 | 20 | 0.3% |
| Q1 2019 | 71 | $327.0M | 19,558,815 | 12 | 19 | 17 | 0.2% |
| Q4 2018 | 69 | $277.7M | 19,525,720 | 2 | 1 | 1 | 0.2% |