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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, Q1 2023

Institutional positions in BRC Group Holdings, Inc. as of Mar 31, 2023. 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
145
−23 vs. Q4 2022
Shares held
13.1M
−369.3K (−2.7%) vs. Q4 2022
Total value
$372.4M
−$87.7M (−19.1%) vs. Q4 2022
New holders
18
52 more added
Sold out
41
57 more reduced

2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 145 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 heldQ1 2023: $372.4M
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, Q1 2023

Shares, value and share of portfolio for each institution holding BRC Group Holdings, Inc.; share changes are against Q4 2022.

Institutions holding RILY in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.2,778,041$78.9M0.00%−61,197−2.2%Reduced
Equitec Proprietary Markets, LLC1,246,740$35.4M33.49%+53,299+4.5%Added
Vanguard Group Inc1,170,154$33.2M0.00%+3,828+0.3%Added
State Street Corp701,725$19.9M0.00%+30,121+4.5%Added
Punch & Associates Investment Management, Inc.678,268$19.3M1.24%−7,017−1.0%Reduced
Royce & Associates LP532,832$15.1M0.15%−42,005−7.3%Reduced
Nokomis Capital, L.L.C.463,942$13.2M5.37%+63,463+15.8%Added
Geode Capital Management, LLC378,149$10.7M0.00%+16,935+4.7%Added
Invesco Ltd.348,868$9.90M0.00%+78,100+28.8%Added
LSV Asset Management343,176$9.74M0.02%−1,300−0.4%Reduced
Redwood Grove Capital, LLC296,174$8.41M4.00%+174,790+144.0%Added
Dimensional Fund Advisors LP270,138$7.67M0.00%+68,668+34.1%Added
Nuveen Asset Management, LLC247,164$7.02M0.00%+76,408+44.7%Added
Morgan Stanley229,146$6.51M0.00%+120,402+110.7%Added
Charles Schwab Investment Management Inc225,503$6.40M0.00%+27,042+13.6%Added
Northern Trust Corp201,438$5.72M0.00%+1,887+0.9%Added
First Republic Investment Management, Inc.158,670$4.50M0.01%+158,670New
Bank of New York Mellon Corp141,512$4.02M0.00%−22,240−13.6%Reduced
Miller Value Partners, LLC132,300$3.76M0.23%+44,800+51.2%Added
Parallax Volatility Advisers, L.P.112,307$3.19M0.11%+92,886+478.3%Added
Marshall Wace, LLP109,983$3.12M0.01%−350,852−76.1%Reduced
Ameriprise Financial Inc99,289$2.82M0.00%+21,003+26.8%Added
Fuller & Thaler Asset Management, Inc.97,570$2.77M0.02%−90−0.1%Reduced
Principal Financial Group Inc97,065$2.76M0.00%−2,086−2.1%Reduced
Kennedy Capital Management, Inc.82,940$2.35M0.07%+29,153+54.2%Added
Citadel Advisors LLC81,178$2.30M0.00%−62,719−43.6%Reduced
Voloridge Investment Management, LLC79,686$2.26M0.01%+79,686New
Black Swift Group, LLC50,000$2.13M0.74%+50,000New
First Eagle Investment Management, LLC70,165$1.99M0.01%+30,991+79.1%Added
Cruiser Capital Advisors, LLC64,993$1.85M1.61%+1,896+3.0%Added
Soros Fund Management LLCSuperinvestorSoros Fund Management64,341$1.83M0.03%+64,341New
Nantahala Capital Management, LLC62,520$1.77M0.17%−5,776−8.5%Reduced
Goldman Sachs Group Inc61,177$1.74M0.00%−36,483−37.4%Reduced
Squarepoint Ops LLC59,047$1.68M0.01%+34,688+142.4%Added
Rhumbline Advisers53,489$1.52M0.00%+1,895+3.7%Added
UBS Group AG48,231$1.37M0.00%+32,809+212.7%Added
Neuberger Berman Group LLC47,892$1.36M0.00%−1,558−3.2%Reduced
Advisors Asset Management, Inc.47,079$1.34M0.03%−26,962−36.4%Reduced
Jump Financial, LLC40,683$1.15M0.05%+40,683New
Manatuck Hill Partners, LLC40,000$1.14M0.57%00.0%Unchanged
Legal & General Group Plc39,028$1.11M0.00%−459−1.2%Reduced
Bank of America Corp36,186$1.03M0.00%+3,300+10.0%Added
Swiss National Bank33,900$962.4K0.00%−3,700−9.8%Reduced
Jane Street Group, LLC32,721$928.9K0.00%+5,515+20.3%Added
Algert Global LLC31,315$889.0K0.04%−32,685−51.1%Reduced
Quantbot Technologies LP30,102$854.6K0.06%+30,102New
Royal Bank of Canada28,749$816.0K0.00%+3,370+13.3%Added
Public Sector Pension Investment Board28,151$799.2K0.01%−889−3.1%Reduced
National Asset Management, Inc.27,704$786.5K0.02%+3,721+15.5%Added
XML Financial, LLC24,602$698.4K0.09%+30.0%Added
JPMorgan Chase & Co24,545$697.0K0.00%+4,720+23.8%Added
Prudential Financial Inc15,690$682.0K0.00%−550−3.4%Reduced
State of Wisconsin Investment Board22,881$649.6K0.00%+22,881New
Alliancebernstein L.P.22,853$648.8K0.00%−5,032−18.0%Reduced
Straight Path Wealth Management22,600$641.6K0.51%+500+2.3%Added
California State Teachers Retirement System21,534$611.4K0.00%−277−1.3%Reduced
Mork Capital Management, LLC20,500$582.0K0.47%00.0%Unchanged
Gsa Capital Partners LLP20,391$579.0K0.06%+20,391New
Russell Investments Group, Ltd.19,499$553.6K0.00%+5,523+39.5%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys16,947$481.1K0.00%−183−1.1%Reduced
Blair William & Co16,744$475.4K0.00%−4,768−22.2%Reduced
Nisa Investment Advisors, LLC16,240$461.0K0.00%−1,920−10.6%Reduced
Jaffetilchin Investment Partners, LLC15,981$453.7K0.05%+9,556+148.7%Added
Macquarie Group Ltd15,900$451.0K0.00%00.0%Unchanged
Thrivent Financial for Lutherans15,862$450.0K0.00%−556−3.4%Reduced
Great West Life Assurance Co15,676$444.0K0.00%−102−0.6%Reduced
Hennion & Walsh Asset Management, Inc.15,087$428.0K0.03%−214−1.4%Reduced
Alta Fundamental Advisers LLC15,000$425.9K0.18%00.0%Unchanged
Deutsche Bank AG14,880$422.4K0.00%+5,244+54.4%Added
Texas Permanent School Fund14,220$403.7K0.00%+3,459+32.1%Added
Wells Fargo & Company14,206$403.3K0.00%+6,213+77.7%Added
Credit Suisse AG13,664$387.9K0.00%+1,047+8.3%Added
Kingsview Wealth Management, LLC13,433$381.4K0.02%+13,433New
New York State Common Retirement Fund12,794$363.2K0.00%−2,600−16.9%Reduced
Advisor Group Holdings, Inc.11,847$336.3K0.00%−664−5.3%Reduced
Holocene Advisors, LP11,844$336.3K0.00%+11,844New
XTX Topco Ltd11,740$333.3K0.07%+11,740New
American Century Companies Inc11,601$329.4K0.00%−1,804−13.5%Reduced
First Hawaiian Bank11,217$318.5K0.01%00.0%Unchanged
American International Group, Inc.11,039$313.4K0.00%+84+0.8%Added
State of Alaska, Department of Revenue10,960$311.0K0.00%−185−1.7%Reduced
BNP Paribas Arbitrage, SA10,847$307.9K0.00%+6,360+141.7%Added
Barclays PLC10,511$298.4K0.00%−2,210−17.4%Reduced
MetLife Investment Management10,318$292.9K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.10,000$283.0K0.00%+1,997+25.0%Added
Ridgewood Investments LLC9,895$280.9K0.17%+41+0.4%Added
CWM Advisors, LLC9,654$274.1K0.03%+2,726+39.3%Added
Susquehanna International Group, LLP9,639$273.7K0.00%−4,197−30.3%Reduced
Steward Partners Investment Advisory, LLC9,551$271.2K0.00%−6,758−41.4%Reduced
Leavell Investment Management, Inc.9,300$264.0K0.02%+900+10.7%Added
Yousif Capital Management, LLC9,171$260.4K0.00%−900−8.9%Reduced
Cubist Systematic Strategies, LLC8,958$254.3K0.00%−1,956−17.9%Reduced
Cresset Asset Management, LLC8,562$243.1K0.00%00.0%Unchanged
Hollow Brook Wealth Management LLC8,311$235.9K0.11%−65−0.8%Reduced
Dark Forest Capital Management LP8,184$232.3K0.06%+7,541+1,172.8%Added
CM Wealth Advisors LLC7,825$230.0K0.04%+7,825New
Diametric Capital, LP8,067$229.0K0.11%+8,067New
Amalgamated Bank7,981$227.0K0.00%−497−5.9%Reduced
UBS Asset Management Americas Inc7,947$225.6K0.00%−7,734−49.3%Reduced
Voya Investment Management LLC7,865$223.3K0.00%00.0%Unchanged