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BRC Group Holdings, Inc.

RILY
Exchange
Nasdaq
Industry
Investment Advice
SEC CIK
0001464790

No open-market purchases or sales by BRC Group Holdings, Inc. insiders were filed in the last 90 days; 93 institutions reported holding it in 13F filings for Q2 2026, worth $131.6M in total; no superinvestor holds it.

Other share classesRILYGRILYLRILYNRILYPRILYTRILYZ

13F holders, Q3 2021

Institutional positions in BRC Group Holdings, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
184
+7 vs. Q2 2021
Shares held
13.9M
−352.1K (−2.5%) vs. Q2 2021
Total value
$821.9M
−$254.5M (−23.6%) vs. Q2 2021
New holders
32
58 more added
Sold out
25
72 more reduced

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting RILY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 184 institutions
Q1 2021: 140 institutionsQ2 2021: 177 institutionsQ3 2021: 184 institutionsQ4 2021: 200 institutionsQ1 2022: 196 institutionsQ2 2022: 168 institutionsQ3 2022: 163 institutionsQ4 2022: 170 institutionsQ1 2023: 145 institutionsQ2 2023: 149 institutionsQ3 2023: 158 institutionsQ4 2023: 143 institutionsQ1 2024: 142 institutionsQ2 2024: 133 institutionsQ3 2024: 126 institutionsQ4 2024: 92 institutionsQ1 2025: 87 institutionsQ2 2025: 73 institutionsQ3 2025: 72 institutionsQ4 2025: 75 institutionsQ1 2026: 79 institutionsQ2 2026: 93 institutions
Value heldQ3 2021: $821.9M
Q1 2021: $704.7MQ2 2021: $1.08BQ3 2021: $821.9MQ4 2021: $1.22BQ1 2022: $972.6MQ2 2022: $574.7MQ3 2022: $580.7MQ4 2022: $460.5MQ1 2023: $372.4MQ2 2023: $582.4MQ3 2023: $603.3MQ4 2023: $322.2MQ1 2024: $252.5MQ2 2024: $180.8MQ3 2024: $42.7MQ4 2024: $35.3MQ1 2025: $27.0MQ2 2025: $15.4MQ3 2025: $36.7MQ4 2025: $27.6MQ1 2026: $71.4MQ2 2026: $131.6M
Institutions holding RILY and their total value by quarter
QuarterHoldersValue
Q2 202693$131.6M
Q1 202679$71.4M
Q4 202575$27.6M
Q3 202572$36.7M
Q2 202573$15.4M
Q1 202587$27.0M
Q4 202492$35.3M
Q3 2024126$42.7M
Q2 2024133$180.8M
Q1 2024142$252.5M
Q4 2023143$322.2M
Q3 2023158$603.3M
Q2 2023149$582.4M
Q1 2023145$372.4M
Q4 2022170$460.5M
Q3 2022163$580.7M
Q2 2022168$574.7M
Q1 2022196$972.6M
Q4 2021200$1.22B
Q3 2021184$821.9M
Q2 2021177$1.08B
Q1 2021140$704.7M

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding BRC Group Holdings, Inc.; share changes are against Q2 2021.

Institutions holding RILY in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Raymond James Financial Services Advisors, Inc.17,040$1.01M0.00%−67−0.4%Reduced
Prudential Financial Inc17,402$1.03M0.00%−1,943−10.0%Reduced
Hollow Brook Wealth Management LLC17,736$1.05M0.65%+32+0.2%Added
Globeflex Capital L P18,433$1.09M0.24%00.0%Unchanged
Raymond James & Associates18,540$1.09M0.00%+7,521+68.3%Added
Credit Suisse AG18,752$1.11M0.00%−2,574−12.1%Reduced
Barclays PLC19,168$1.13M0.00%−63,255−76.7%Reduced
UBS Asset Management Americas Inc19,205$1.13M0.00%+4,044+26.7%Added
AltraVue Capital, LLC19,290$1.14M0.17%−800−4.0%Reduced
Royal Bank of Canada20,009$1.18M0.00%−9,407−32.0%Reduced
Ardsley Advisory Partners LP20,000$1.18M0.25%+20,000New
Assenagon Asset Management S.A.20,277$1.20M0.00%+415+2.1%Added
Blair William & Co20,570$1.21M0.00%+60+0.3%Added
Ziegler Capital Management, LLC21,084$1.25M0.05%−683−3.1%Reduced
AQR Capital Management LLC21,865$1.29M0.00%−2,470−10.1%Reduced
California State Teachers Retirement System23,153$1.37M0.00%−4,338−15.8%Reduced
Quadrature Capital Ltd25,292$1.49M0.05%+25,292New
Advisors Asset Management, Inc.25,288$1.49M0.02%+25,288New
Mork Capital Management, LLC25,500$1.51M1.28%00.0%Unchanged
Susquehanna International Group, LLP26,950$1.59M0.00%−28,582−51.5%Reduced
Alliancebernstein L.P.27,093$1.60M0.00%−880−3.1%Reduced
Rock Creek Group, LP27,500$1.62M0.28%+2,500+10.0%Added
Advisory Services Network, LLC28,699$1.69M0.05%+26,647+1,298.6%Added
PEAK6 Investments LLC29,628$1.75M0.04%+29,628New
Jane Street Group, LLC29,942$1.77M0.00%−6,976−18.9%Reduced
Precept Management LLC30,000$1.77M1.68%−8,000−21.1%Reduced
Bridgeway Capital Management, LLC30,200$1.78M0.03%+30,200New
Assetmark, Inc30,858$1.82M0.01%+14,577+89.5%Added
Vident Investment Advisory, LLC30,972$1.83M0.06%+30,972New
HRT Financial LP32,861$1.94M0.01%+6,533+24.8%Added
Swiss National Bank33,000$1.95M0.00%+500+1.5%Added
BNP Paribas Arbitrage, SA33,574$1.98M0.00%+18,454+122.1%Added
Public Sector Pension Investment Board33,960$2.00M0.01%−3,361−9.0%Reduced
Kennedy Capital Management, Inc.34,847$2.06M0.05%−67,429−65.9%Reduced
Legal & General Group Plc36,534$2.16M0.00%−137−0.4%Reduced
Manatuck Hill Partners, LLC40,000$2.36M0.83%00.0%Unchanged
Simplex Trading, LLC35,025$2.71M0.10%+600+1.7%Added
Neuberger Berman Group LLC48,531$2.87M0.00%−694−1.4%Reduced
Rhumbline Advisers49,102$2.90M0.00%−8,646−15.0%Reduced
Capital Impact Advisors, LLC49,903$2.95M1.17%+36,403+269.7%Added
Bank of America Corp50,022$2.95M0.00%+17,892+55.7%Added
Cruiser Capital Advisors, LLC51,505$3.04M2.49%+2,000+4.0%Added
Vestcor Inc52,590$3.10M0.11%+15,496+41.8%Added
Victory Capital Management Inc53,215$3.14M0.00%−2,232−4.0%Reduced
Arrowstreet Capital, Limited Partnership54,666$3.23M0.00%+54,666New
Brandywine Global Investment Management, LLC55,206$3.26M0.02%+18,628+50.9%Added
Millennium Management LLC59,546$3.52M0.00%+36,072+153.7%Added
American Century Companies Inc60,083$3.55M0.00%+6,787+12.7%Added
Voss Capital, LLC65,000$3.84M1.58%+13,800+27.0%Added
Redwood Grove Capital, LLC68,439$4.04M2.30%−3,800−5.3%Reduced
Ameriprise Financial Inc68,532$4.05M0.00%−10,791−13.6%Reduced
Citadel Advisors LLC72,947$4.31M0.00%+42,802+142.0%Added
Renaissance Technologies LLC83,039$4.90M0.01%+15,700+23.3%Added
First Trust Advisors LP86,422$5.10M0.01%−26,780−23.7%Reduced
Voloridge Investment Management, LLC88,386$5.22M0.03%+18,167+25.9%Added
Nantahala Capital Management, LLC93,757$5.54M0.33%−1,101−1.2%Reduced
Fuller & Thaler Asset Management, Inc.108,180$6.39M0.04%−485−0.4%Reduced
Ancora Advisors, LLC115,227$6.80M0.18%+12,880+12.6%Added
Steamboat Capital Partners, LLC121,247$7.16M1.66%+24,311+25.1%Added
Charles Schwab Investment Management Inc121,571$7.18M0.00%−5,159−4.1%Reduced
LSV Asset Management123,187$7.27M0.01%+21,992+21.7%Added
Russell Investments Group, Ltd.137,096$8.09M0.01%−2,242−1.6%Reduced
Morgan Stanley137,996$8.15M0.00%−68,479−33.2%Reduced
Goldman Sachs Group Inc147,765$8.72M0.00%+103,256+232.0%Added
Principal Financial Group Inc157,097$9.28M0.01%−11,001−6.5%Reduced
Jupiter Asset Management Ltd159,572$9.41M0.11%+5,409+3.5%Added
Dimensional Fund Advisors LP166,211$9.81M0.00%+32,441+24.3%Added
Nokomis Capital, L.L.C.171,565$10.1M4.80%−38,194−18.2%Reduced
ArrowMark Colorado Holdings LLC177,525$10.5M0.08%+39,370+28.5%Added
Nuveen Asset Management, LLC180,398$10.7M0.00%−2,935−1.6%Reduced
Invesco Ltd.181,038$10.7M0.00%−10,515−5.5%Reduced
Northern Trust Corp249,778$14.7M0.00%−5,848−2.3%Reduced
Soviero Asset Management, LP260,000$15.3M3.07%−20,000−7.1%Reduced
Bank of New York Mellon Corp301,232$17.8M0.00%−15,798−5.0%Reduced
B. Riley Financial, Inc.317,915$18.8M2.37%00.0%Unchanged
Geode Capital Management, LLC347,549$20.5M0.00%−6,542−1.8%Reduced
Tudor Investment Corp Et Al349,826$20.7M0.42%−8,193−2.3%Reduced
Royce & Associates LP401,767$23.7M0.18%−87,298−17.8%Reduced
Hood River Capital Management LLC503,483$29.7M0.92%+86,937+20.9%Added
State Street Corp631,146$37.3M0.00%+5,005+0.8%Added
Equitec Proprietary Markets, LLC705,703$41.7M22.09%+254,448+56.4%Added
Punch & Associates Investment Management, Inc.782,438$46.2M2.64%−3,205−0.4%Reduced
Vanguard Group Inc1,157,674$68.3M0.00%+145,096+14.3%Added
BlackRock Inc.2,850,880$168.3M0.00%−254,299−8.2%Reduced
Marshall Wace North America L.P.0$00.00%−310,799−100.0%Sold out
Penserra Capital Management LLC0$00.00%−99,064−100.0%Sold out
Marshall Wace, LLP0$00.00%−61,783−100.0%Sold out
Heartland Advisors Inc0$00.00%−51,198−100.0%Sold out
Lonestar Capital Management LLC0$00.00%−40,772−100.0%Sold out
Ascendant Capital Management, LLC0$00.00%−30,000−100.0%Sold out
Nations Financial Group Inc,0$00.00%−29,801−100.0%Sold out
Kingsview Wealth Management, LLC0$00.00%−24,489−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−24,960−100.0%Sold out
EAM Global Investors LLC0$00.00%−24,413−100.0%Sold out
Caption Management, LLC0$00.00%−20,500−100.0%Sold out
EAM Investors, LLC0$00.00%−17,351−100.0%Sold out
Cypress Capital Management LLC (WY)0$00.00%−8,028−100.0%Sold out
Lebenthal Global Advisors, LLC0$00.00%−6,500−100.0%Sold out
Alps Advisors Inc0$00.00%−5,954−100.0%Sold out
ProShare Advisors LLC0$00.00%−5,655−100.0%Sold out