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Livermore
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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 2024

Institutional positions in BRC Group Holdings, Inc. as of Mar 31, 2024. 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
142
−1 vs. Q4 2023
Shares held
11.9M
−3.45M (−22.5%) vs. Q4 2023
Total value
$252.5M
−$69.7M (−21.6%) vs. Q4 2023
New holders
32
35 more added
Sold out
33
50 more reduced

Compare with Q4 2023: 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 2024: 142 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 2024: $252.5M
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, Q1 2024

Shares, value and share of portfolio for each institution holding BRC Group Holdings, Inc.; share changes are against Q4 2023.

Institutions holding RILY in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
CWM, LLC5$00.00%−5−50.0%Reduced
Covestor Ltd5$00.00%+2+66.7%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC5$1050.00%+5New
Rothschild Investment LLC5$1060.00%+5New
Sanctuary Wealth Management, L.L.C.10$2120.00%+10New
Farmers & Merchants Investments Inc11$2330.00%00.0%Unchanged
Truvestments Capital LLC11$2330.00%00.0%Unchanged
Clearstead Advisors, LLC10$3500.00%00.0%Unchanged
Pineridge Advisors LLC17$3600.00%−308−94.8%Reduced
Quarry LP24$5080.00%+24New
Farther Finance Advisors, LLC29$6520.00%+14+93.3%Added
Tucker Asset Management LLC35$7410.00%00.0%Unchanged
Massmutual Trust Co FSB42$8890.00%+42New
Cutler Group LP103$2.00K0.00%−2,515−96.1%Reduced
US Bancorp99$2.10K0.00%−313−76.0%Reduced
Huntington National Bank103$2.18K0.00%+103New
Quadrant Capital Group LLC172$3.64K0.00%+172New
Parallel Advisors, LLC177$3.75K0.00%−304−63.2%Reduced
Atlantic Edge Private Wealth Management, LLC200$4.23K0.00%00.0%Unchanged
Versant Capital Management, Inc245$5.19K0.00%−24−8.9%Reduced
Geneos Wealth Management Inc.250$5.29K0.00%00.0%Unchanged
Fifth Third Bancorp268$5.67K0.00%+268New
Global Retirement Partners, LLC300$6.35K0.00%−200−40.0%Reduced
EntryPoint Capital, LLC305$6.46K0.01%−24,746−98.8%Reduced
EverSource Wealth Advisors, LLC233$8.02K0.00%+233New
Glass Jacobson Investment Advisors llc382$8.10K0.00%+9+2.4%Added
IFP Advisors, Inc391$8.27K0.00%+2+0.5%Added
First Command Advisory Services, Inc.400$8.47K0.00%+400New
GAMMA Investing LLC409$8.66K0.00%+228+126.0%Added
Quest Partners LLC413$8.74K0.00%+413New
Whittier Trust Co508$10.7K0.00%+508New
Signaturefd, LLC509$10.8K0.00%+411+419.4%Added
LRI Investments, LLC516$10.9K0.00%+516New
NBC Securities, Inc.475$11.0K0.00%00.0%Unchanged
Chesapeake Asset Management LLC650$13.8K0.01%00.0%Unchanged
DiNuzzo Private Wealth, Inc.1,379$14.3K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC700$15.7K0.00%+700New
Public Employees Retirement System of Ohio949$20.1K0.00%+185+24.2%Added
Metropolitan Life Insurance Co1,080$22.9K0.00%00.0%Unchanged
FMR LLC1,132$24.0K0.00%−443,048−99.7%Reduced
Ameritas Investment Partners, Inc.1,858$39.3K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)1,915$40.5K0.00%−3,340−63.6%Reduced
The PNC Financial Services Group, Inc.2,585$54.7K0.00%+1,595+161.1%Added
Advisors Asset Management, Inc.2,741$58.0K0.00%−2,961−51.9%Reduced
Nisa Investment Advisors, LLC2,860$60.5K0.00%−1,416−33.1%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)3,279$69.4K0.00%00.0%Unchanged
State of Tennessee, Treasury Department4,375$92.6K0.00%−1,064−19.6%Reduced
Oregon Public Employees Retirement Fund4,413$93.4K0.00%−400−8.3%Reduced
Amalgamated Bank5,155$109.0K0.00%−2,027−28.2%Reduced
Teachers Retirement System of the State of Kentucky5,661$120.0K0.00%00.0%Unchanged
Comerica Bank6,814$144.3K0.00%−937−12.1%Reduced
New York State Common Retirement Fund8,494$179.8K0.00%−18,632−68.7%Reduced
Diametric Capital, LP9,630$203.9K0.11%+9,630New
Nebula Research & Development LLC9,863$208.8K0.04%−7,629−43.6%Reduced
Everence Capital Management Inc9,890$209.0K0.01%00.0%Unchanged
State of Alaska, Department of Revenue10,050$212.0K0.00%−110−1.1%Reduced
GTS Securities LLC10,062$213.0K0.01%+10,062New
New York State Teachers Retirement System10,178$215.0K0.00%00.0%Unchanged
MetLife Investment Management10,318$218.4K0.00%00.0%Unchanged
LPL Financial LLC10,794$228.5K0.00%+10,794New
American International Group, Inc.10,835$229.4K0.00%−96−0.9%Reduced
Advisor Group Holdings, Inc.11,231$237.8K0.00%+239+2.2%Added
Merit Financial Group, LLC7,841$243.9K0.01%+7,841New
Deutsche Bank AG11,547$244.4K0.00%+1,403+13.8%Added
Bayesian Capital Management, LP11,554$244.6K0.02%+11,554New
Russell Investments Group, Ltd.11,987$253.8K0.00%+11,987New
Susquehanna International Group, LLP12,017$254.4K0.00%+12,017New
Hennion & Walsh Asset Management, Inc.12,347$261.4K0.01%−5,037−29.0%Reduced
Mutual Advisors, LLC12,462$263.8K0.01%+12,462New
Gsa Capital Partners LLP12,759$270.0K0.02%−44,258−77.6%Reduced
Citigroup Inc12,770$270.3K0.00%+2,669+26.4%Added
De Lisle Partners LLP13,200$279.3K0.06%+13,200New
UBS Asset Management Americas Inc13,644$288.8K0.00%00.0%Unchanged
Texas Permanent School Fund14,229$301.2K0.00%+182+1.3%Added
Thrivent Financial for Lutherans14,327$303.0K0.00%−389−2.6%Reduced
Wells Fargo & Company14,966$316.8K0.00%+7,727+106.7%Added
Great West Life Assurance Co15,052$318.0K0.00%00.0%Unchanged
XTX Topco Ltd15,451$327.1K0.04%+15,451New
AQR Capital Management LLC16,503$349.4K0.00%+16,503New
Neuberger Berman Group LLC16,726$354.1K0.00%−13,355−44.4%Reduced
CWM Advisors, LLC17,036$360.7K0.04%−797−4.5%Reduced
California State Teachers Retirement System17,178$363.7K0.00%−1,165−6.4%Reduced
Credit Suisse AG17,805$376.9K0.00%00.0%Unchanged
Axxcess Wealth Management, LLC18,600$393.8K0.01%+18,600New
Prudential Financial Inc19,150$405.4K0.00%−125−0.6%Reduced
Ridgewood Investments LLC19,489$412.6K0.22%+4,866+33.3%Added
Alliancebernstein L.P.19,574$414.4K0.00%00.0%Unchanged
Entropy Technologies, LP19,948$422.3K0.05%+7,006+54.1%Added
American Century Companies Inc20,241$428.5K0.00%+5,637+38.6%Added
Harbor Capital Advisors, Inc.22,133$469.0K0.06%+22,133New
Point72 (DIFC) Ltd24,917$527.5K0.04%+24,917New
Mork Capital Management, LLC25,000$529.3K0.40%00.0%Unchanged
Barclays PLC25,817$546.5K0.00%−19,948−43.6%Reduced
Wedbush Securities Inc27,353$579.0K0.02%−8,922−24.6%Reduced
LexAurum Advisors, LLC28,699$607.5K0.15%+28,699New
First Trust Advisors LP30,112$637.5K0.00%+16,902+127.9%Added
Allianz Asset Management GmbH30,800$652.0K0.00%−7,800−20.2%Reduced
Wolverine Trading, LLC32,969$698.0K0.01%+32,969New
Swiss National Bank33,200$702.8K0.00%00.0%Unchanged
Nomura Holdings Inc33,439$707.9K0.01%+8,592+34.6%Added