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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, Q4 2022

Institutional positions in BRC Group Holdings, Inc. as of Dec 31, 2022. 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
170
+8 vs. Q3 2022
Shares held
13.5M
+408.0K (+3.1%) vs. Q3 2022
Total value
$460.5M
−$120.2M (−20.7%) vs. Q3 2022
New holders
34
59 more added
Sold out
26
50 more reduced

1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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 holdersQ4 2022: 170 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 heldQ4 2022: $460.5M
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, Q4 2022

Shares, value and share of portfolio for each institution holding BRC Group Holdings, Inc.; share changes are against Q3 2022.

Institutions holding RILY in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.2,839,238$97.1M0.00%+188,235+7.1%Added
Equitec Proprietary Markets, LLC1,193,441$40.8M23.92%−77,671−6.1%Reduced
Vanguard Group Inc1,166,326$39.9M0.00%+24,135+2.1%Added
Punch & Associates Investment Management, Inc.685,285$23.4M1.52%+9,287+1.4%Added
State Street Corp671,604$23.0M0.00%+32,644+5.1%Added
Royce & Associates LP574,837$19.7M0.21%+90,747+18.7%Added
Marshall Wace, LLP460,835$15.8M0.04%+455,335+8,278.8%Added
Nokomis Capital, L.L.C.400,479$13.7M5.78%+111,837+38.7%Added
Geode Capital Management, LLC361,214$12.4M0.00%+25,755+7.7%Added
LSV Asset Management344,476$11.8M0.03%−11,900−3.3%Reduced
Invesco Ltd.270,768$9.26M0.00%−49,952−15.6%Reduced
Dimensional Fund Advisors LP201,470$6.89M0.00%−17,751−8.1%Reduced
Northern Trust Corp199,551$6.82M0.00%−2,877−1.4%Reduced
Charles Schwab Investment Management Inc198,461$6.79M0.00%+24,465+14.1%Added
Nuveen Asset Management, LLC170,756$5.84M0.00%+26,613+18.5%Added
Bank of New York Mellon Corp163,752$5.60M0.00%−221,734−57.5%Reduced
B. Riley Asset Management, LLC162,799$5.57M2.49%+162,799New
Citadel Advisors LLC143,897$4.92M0.01%+136,684+1,895.0%Added
Heartland Advisors Inc137,926$4.72M0.30%+76,341+124.0%Added
Redwood Grove Capital, LLC121,384$4.15M2.06%+38,638+46.7%Added
Renaissance Technologies LLC119,139$4.08M0.01%+81,500+216.5%Added
Morgan Stanley108,744$3.72M0.00%−21,012−16.2%Reduced
Principal Financial Group Inc99,151$3.39M0.00%+289+0.3%Added
Fuller & Thaler Asset Management, Inc.97,660$3.34M0.02%+1,075+1.1%Added
Goldman Sachs Group Inc97,660$3.34M0.00%−164,944−62.8%Reduced
Miller Value Partners, LLC87,500$2.99M0.19%00.0%Unchanged
Ameriprise Financial Inc78,286$2.68M0.00%−9,694−11.0%Reduced
Advisors Asset Management, Inc.74,041$2.53M0.05%−35,676−32.5%Reduced
Nantahala Capital Management, LLC68,296$2.34M0.21%00.0%Unchanged
Graham Capital Management, L.P.64,749$2.21M0.08%+24,912+62.5%Added
Algert Global LLC64,000$2.19M0.12%+64,000New
Cruiser Capital Advisors, LLC63,097$2.16M1.52%−5,758−8.4%Reduced
ExodusPoint Capital Management, LP57,547$1.97M0.03%+51,792+899.9%Added
Hotchkis & Wiley Capital Management LLC57,000$1.95M0.01%−79,810−58.3%Reduced
Kennedy Capital Management, Inc.53,787$1.84M0.05%+26,713+98.7%Added
Rhumbline Advisers51,594$1.76M0.00%+4,111+8.7%Added
Ancora Advisors, LLC51,565$1.76M0.05%−8,557−14.2%Reduced
Brandywine Global Investment Management, LLC50,738$1.74M0.01%−1,684−3.2%Reduced
Neuberger Berman Group LLC49,450$1.69M0.00%−5,690−10.3%Reduced
Epacria Capital Partners, LLC50,042$1.67M1.35%+50,042New
Boothbay Fund Management, LLC47,050$1.61M0.05%+47,050New
Eagle Asset Management Inc44,883$1.53M0.01%+44,883New
Tudor Investment Corp Et Al42,456$1.45M0.04%−16,030−27.4%Reduced
Manatuck Hill Partners, LLC40,000$1.37M0.65%00.0%Unchanged
Legal & General Group Plc39,487$1.35M0.00%+1,305+3.4%Added
First Eagle Investment Management, LLC39,174$1.34M0.00%−49,822−56.0%Reduced
Swiss National Bank37,600$1.29M0.00%+1,200+3.3%Added
Timelo Investment Management Inc.35,000$1.20M1.18%+35,000New
Prelude Capital Management, LLC34,500$1.18M0.07%+34,500New
Bank of America Corp32,886$1.12M0.00%−508−1.5%Reduced
FMR LLC32,372$1.11M0.00%−11,606−26.4%Reduced
BlueCrest Capital Management Ltd30,000$1.03M0.12%+30,000New
Public Sector Pension Investment Board29,040$993.2K0.01%00.0%Unchanged
Millennium Management LLC28,503$975.0K0.00%+3,883+15.8%Added
Alliancebernstein L.P.27,885$953.7K0.00%+38+0.1%Added
Schonfeld Strategic Advisors LLC27,300$933.7K0.01%+3,200+13.3%Added
Jane Street Group, LLC27,206$930.4K0.00%+27,206New
Royal Bank of Canada25,379$868.0K0.00%+2,213+9.6%Added
HRT Financial LP25,286$864.0K0.01%+25,286New
XML Financial, LLC24,599$841.3K0.11%+20.0%Added
Squarepoint Ops LLC24,359$833.1K0.01%+6,817+38.9%Added
National Asset Management, Inc.23,983$820.2K0.02%+3,865+19.2%Added
Teacher Retirement System of Texas22,490$769.0K0.01%+22,490New
Straight Path Wealth Management22,100$755.8K0.72%+1,000+4.7%Added
California State Teachers Retirement System21,811$745.9K0.00%+472+2.2%Added
Blair William & Co21,512$735.7K0.00%−1,991−8.5%Reduced
Mork Capital Management, LLC20,500$701.1K0.54%00.0%Unchanged
JPMorgan Chase & Co19,825$678.0K0.00%−263−1.3%Reduced
Parallax Volatility Advisers, L.P.19,421$664.2K0.02%+12,083+164.7%Added
Nisa Investment Advisors, LLC18,160$621.0K0.00%+4,485+32.8%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys17,130$586.0K0.00%+2,696+18.7%Added
Thrivent Financial for Lutherans16,418$562.0K0.00%+41+0.3%Added
Steward Partners Investment Advisory, LLC16,309$557.8K0.01%−1,852−10.2%Reduced
Prudential Financial Inc16,240$555.4K0.00%+70+0.4%Added
Dynamic Technology Lab Private Ltd16,130$552.0K0.06%+16,130New
Macquarie Group Ltd15,900$544.0K0.00%00.0%Unchanged
Great West Life Assurance Co15,778$540.0K0.00%−4,076−20.5%Reduced
UBS Asset Management Americas Inc15,681$536.3K0.00%−4,016−20.4%Reduced
UBS Group AG15,422$527.4K0.00%+4,125+36.5%Added
New York State Common Retirement Fund15,394$526.5K0.00%+1,019+7.1%Added
Hennion & Walsh Asset Management, Inc.15,301$523.0K0.03%−780−4.9%Reduced
Alta Fundamental Advisers LLC15,000$513.0K0.22%00.0%Unchanged
Creative Planning14,529$496.9K0.00%+9,328+179.4%Added
Russell Investments Group, Ltd.13,976$478.0K0.00%−20,806−59.8%Reduced
Susquehanna International Group, LLP13,836$473.2K0.00%+7,610+122.2%Added
American Century Companies Inc13,405$458.5K0.00%−49,889−78.8%Reduced
Tower Research Capital LLC (TRC)13,408$458.0K0.02%+9,302+226.5%Added
AltraVue Capital, LLC13,150$449.7K0.06%−4,030−23.5%Reduced
Barclays PLC12,721$435.1K0.00%+8,416+195.5%Added
Ci Investments Inc.12,700$434.0K0.00%+12,700New
Credit Suisse AG12,617$431.5K0.00%−7,456−37.1%Reduced
Advisor Group Holdings, Inc.12,511$429.0K0.00%−1,133−8.3%Reduced
Comerica Bank9,362$384.0K0.00%−2,725−22.5%Reduced
First Hawaiian Bank11,217$384.0K0.01%+2,440+27.8%Added
State of Alaska, Department of Revenue11,145$381.0K0.00%+176+1.6%Added
American International Group, Inc.10,955$374.7K0.00%+36+0.3%Added
Cubist Systematic Strategies, LLC10,914$373.3K0.00%+1,631+17.6%Added
Texas Permanent School Fund10,761$368.0K0.01%−588−5.2%Reduced
MetLife Investment Management10,318$352.9K0.00%00.0%Unchanged
Yousif Capital Management, LLC10,071$344.4K0.00%−5,500−35.3%Reduced