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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
Manufacturers Life Insurance Company, The7,827$222.2K0.00%+22+0.3%Added
Merit Financial Group, LLC7,774$220.7K0.01%−167−2.1%Reduced
Louisiana State Employees Retirement System7,500$212.9K0.01%−100−1.3%Reduced
Citigroup Inc7,227$205.2K0.00%−2,474−25.5%Reduced
New York State Teachers Retirement System6,787$193.0K0.00%−100−1.5%Reduced
SG Americas Securities, LLC6,434$183.0K0.00%+6,434New
State of Tennessee, Treasury Department5,439$154.4K0.00%−1,196−18.0%Reduced
Teachers Retirement System of the State of Kentucky5,383$153.0K0.00%00.0%Unchanged
Oregon Public Employees Retirement Fund5,313$150.8K0.00%−10−0.2%Reduced
Point72 Middle East FZE3,613$102.6K0.01%−1,932−34.8%Reduced
Capital Impact Advisors, LLC2,649$75.2K0.09%−2,649−50.0%Reduced
Tower Research Capital LLC (TRC)2,476$70.0K0.00%−10,932−81.5%Reduced
Chesapeake Asset Management LLC2,250$63.9K0.06%+2,250New
Benjamin F. Edwards & Company, Inc.2,080$59.0K0.00%+1,800+642.9%Added
Zurcher Kantonalbank (Zurich Cantonalbank)1,984$56.3K0.00%00.0%Unchanged
EMC Capital Management1,915$54.0K0.05%00.0%Unchanged
Belpointe Asset Management LLC1,856$52.7K0.00%−608−24.7%Reduced
Ameritas Investment Partners, Inc.1,590$45.1K0.00%00.0%Unchanged
Parallel Advisors, LLC1,301$36.9K0.00%+29+2.3%Added
KBC Group NV1,140$32.0K0.00%−470−29.2%Reduced
Metropolitan Life Insurance Co1,080$30.7K0.00%−153−12.4%Reduced
FMR LLC609$17.3K0.00%−31,763−98.1%Reduced
US Bancorp520$14.8K0.00%+468+900.0%Added
The PNC Financial Services Group, Inc.489$13.9K0.00%+128+35.5%Added
Cutler Group LP475$13.0K0.00%+475New
Public Employees Retirement System of Ohio411$12.0K0.00%+106+34.8%Added
Point72 Asset Management, L.P.363$10.3K0.00%+363New
IFP Advisors, Inc381$7.94K0.00%+291+323.3%Added
Geneos Wealth Management Inc.250$7.10K0.00%00.0%Unchanged
Tucker Asset Management LLC225$6.39K0.00%−50−18.2%Reduced
Clear Street Markets LLC200$6.00K0.00%+200New
BDO Wealth Advisors, LLC200$5.68K0.00%00.0%Unchanged
Signaturefd, LLC200$5.68K0.00%+101+102.0%Added
FNY Investment Advisers, LLC75$2.00K0.00%−425−85.0%Reduced
Allspring Global Investments Holdings, LLC44$1.25K0.00%00.0%Unchanged
Ellevest, Inc.38$1.08K0.00%−214−84.9%Reduced
TCI Wealth Advisors, Inc.35$9840.00%+2+6.1%Added
Farther Finance Advisors, LLC32$9080.00%00.0%Unchanged
Fifth Third Bancorp24$6810.00%+7+41.2%Added
Rise Advisors, LLC22$6220.00%+1+4.8%Added
Farmers & Merchants Investments Inc11$3120.00%00.0%Unchanged
Clearstead Advisors, LLC10$2840.00%00.0%Unchanged
Ronald Blue Trust, Inc.7$00.00%−320−97.9%Reduced
CWM, LLC10$00.00%−13−56.5%Reduced
Covestor Ltd4$00.00%−1−20.0%Reduced
B. Riley Asset Management, LLC0$00.00%−162,799−100.0%Sold out
Heartland Advisors Inc0$00.00%−137,926−100.0%Sold out
Renaissance Technologies LLC0$00.00%−119,139−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−64,749−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−57,547−100.0%Sold out
Hotchkis & Wiley Capital Management LLC0$00.00%−57,000−100.0%Sold out
Ancora Advisors, LLC0$00.00%−51,565−100.0%Sold out
Brandywine Global Investment Management, LLC0$00.00%−50,738−100.0%Sold out
Epacria Capital Partners, LLC0$00.00%−50,042−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−47,050−100.0%Sold out
Eagle Asset Management Inc0$00.00%−44,883−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−42,456−100.0%Sold out
Timelo Investment Management Inc.0$00.00%−35,000−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−34,500−100.0%Sold out
BlueCrest Capital Management Ltd0$00.00%−30,000−100.0%Sold out
Millennium Management LLC0$00.00%−28,503−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−27,300−100.0%Sold out
HRT Financial LP0$00.00%−25,286−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−22,490−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−16,130−100.0%Sold out
Creative Planning0$00.00%−14,529−100.0%Sold out
AltraVue Capital, LLC0$00.00%−13,150−100.0%Sold out
Ci Investments Inc.0$00.00%−12,700−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−8,197−100.0%Sold out
AQR Capital Management LLC0$00.00%−7,961−100.0%Sold out
Janus Henderson Group PLC0$00.00%−7,346−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−6,966−100.0%Sold out
Sheaff Brock Investment Advisors, LLC0$00.00%−6,830−100.0%Sold out
Everence Capital Management Inc0$00.00%−6,740−100.0%Sold out
Group One Trading, L.P.0$00.00%−6,482−100.0%Sold out
Maryland State Retirement & Pension System0$00.00%−6,478−100.0%Sold out
LPL Financial LLC0$00.00%−6,236−100.0%Sold out
Vestcor Inc0$00.00%−4,966−100.0%Sold out
PEAK6 Investments LLC0$00.00%−4,662−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−3,400−100.0%Sold out
Worth Asset Management, LLC0$00.00%−1,027−100.0%Sold out
Romano Brothers and Company0$00.00%−600−100.0%Sold out
Accurate Wealth Management, LLC0$00.00%−200−100.0%Sold out
Sutton Wealth Advisors Inc.0$00.00%−171−100.0%Sold out
JFS Wealth Advisors, LLC0$00.00%−2−100.0%Sold out
Disciplined Investments, LLC0$00.00%−1−100.0%Sold out
Comerica Bank––––Not filed
Glass Jacobson Investment Advisors llc––––Not filed