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.
13F holders, Q1 2025
Institutional positions in BRC Group Holdings, Inc. as of Mar 31, 2025. 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
- 87
- −4 vs. Q4 2024
- Shares held
- 6.97M
- −728.6K (−9.5%) vs. Q4 2024
- Total value
- $27.0M
- −$8.35M (−23.6%) vs. Q4 2024
- New holders
- 10
- 36 more added
- Sold out
- 14
- 25 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 93 | $131.6M |
| Q1 2026 | 79 | $71.4M |
| Q4 2025 | 75 | $27.6M |
| Q3 2025 | 72 | $36.7M |
| Q2 2025 | 73 | $15.4M |
| Q1 2025 | 87 | $27.0M |
| Q4 2024 | 92 | $35.3M |
| Q3 2024 | 126 | $42.7M |
| Q2 2024 | 133 | $180.8M |
| Q1 2024 | 142 | $252.5M |
| Q4 2023 | 143 | $322.2M |
| Q3 2023 | 158 | $603.3M |
| Q2 2023 | 149 | $582.4M |
| Q1 2023 | 145 | $372.4M |
| Q4 2022 | 170 | $460.5M |
| Q3 2022 | 163 | $580.7M |
| Q2 2022 | 168 | $574.7M |
| Q1 2022 | 196 | $972.6M |
| Q4 2021 | 200 | $1.22B |
| Q3 2021 | 184 | $821.9M |
| Q2 2021 | 177 | $1.08B |
| Q1 2021 | 140 | $704.7M |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding BRC Group Holdings, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3 | $12 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $24 | 0.00% | +6 | New |
| Farther Finance Advisors, LLC | 14 | $54 | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 21 | $81 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 29 | $112 | 0.00% | +20+222.2% | Added |
| The PNC Financial Services Group, Inc. | 75 | $290 | 0.00% | +14+23.0% | Added |
| EverSource Wealth Advisors, LLC | 82 | $317 | 0.00% | +82 | New |
| Rothschild Investment LLC | 120 | $464 | 0.00% | +60+100.0% | Added |
| Geneos Wealth Management Inc. | 250 | $968 | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 264 | $1.00K | 0.00% | +1+0.4% | Added |
| CWM, LLC | 294 | $1.00K | 0.00% | +246+512.5% | Added |
| NBC Securities, Inc. | 375 | $1.00K | 0.00% | +375 | New |
| IFP Advisors, Inc | 300 | $1.16K | 0.00% | −51−14.5% | Reduced |
| SBI Securities Co., Ltd. | 457 | $1.77K | 0.00% | −1,143−71.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 391 | $1.80K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 757 | $3.00K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 806 | $3.12K | 0.00% | +806 | New |
| BNP Paribas Arbitrage, SA | 1,357 | $5.25K | 0.00% | −9,093−87.0% | Reduced |
| California State Teachers Retirement System | 1,479 | $5.72K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,500 | $5.80K | 0.00% | −300−16.7% | Reduced |
| Ameritas Investment Partners, Inc. | 1,858 | $7.19K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 2,000 | $7.74K | 0.01% | +205+11.4% | Added |
| Ancora Advisors, LLC | 2,000 | $7.74K | 0.00% | +2,000 | New |
| Legal & General Group Plc | 2,233 | $8.64K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2,804 | $10.9K | 0.01% | +2,455+703.4% | Added |
| Tower Research Capital LLC (TRC) | 3,587 | $13.9K | 0.00% | +874+32.2% | Added |
| Public Employees Retirement System of Ohio | 3,881 | $15.0K | 0.00% | +1,024+35.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 4,132 | $16.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 5,922 | $22.9K | 0.00% | +1,397+30.9% | Added |
| Addison Advisors LLC | 8,380 | $32.4K | 0.01% | +3,500+71.7% | Added |
| New York State Common Retirement Fund | 8,666 | $33.5K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 9,873 | $38.2K | 0.00% | +330+3.5% | Added |
| Engineers Gate Manager LP | 10,062 | $38.9K | 0.00% | −47,377−82.5% | Reduced |
| Corebridge Financial, Inc. | 10,118 | $39.2K | 0.00% | −29−0.3% | Reduced |
| JPMorgan Chase & Co | 10,227 | $39.6K | 0.00% | +792+8.4% | Added |
| Vident Advisory, LLC | 10,544 | $40.8K | 0.00% | +10,544 | New |
| Deutsche Bank AG | 10,948 | $42.4K | 0.00% | 00.0% | Unchanged |
| Atom Investors LP | 11,393 | $44.1K | 0.01% | +11,393 | New |
| Hennion & Walsh Asset Management, Inc. | 12,111 | $46.9K | 0.00% | −237−1.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 12,289 | $47.6K | 0.00% | +546+4.6% | Added |
| Cetera Investment Advisers | 12,786 | $49.5K | 0.00% | +1,044+8.9% | Added |
| Bank of Montreal | 14,821 | $57.4K | 0.00% | +2,819+23.5% | Added |
| Walleye Trading LLC | 15,069 | $58.3K | 0.00% | +15,069 | New |
| Sanctuary Advisors, LLC | 15,395 | $59.6K | 0.00% | −533−3.3% | Reduced |
| Citigroup Inc | 15,431 | $59.7K | 0.00% | −1,197−7.2% | Reduced |
| Clearstead Advisors, LLC | 17,510 | $67.8K | 0.00% | +17,500+175,000.0% | Added |
| FMR LLC | 18,250 | $70.6K | 0.00% | +16,522+956.1% | Added |
| Advisor Group Holdings, Inc. | 19,302 | $74.7K | 0.00% | −390−2.0% | Reduced |
| Intech Investment Management LLC | 19,400 | $75.1K | 0.00% | +9,350+93.0% | Added |
| Bank of America Corp | 19,443 | $75.2K | 0.00% | −14,780−43.2% | Reduced |
| Jones Financial Companies LLLP | 21,570 | $86.3K | 0.00% | +11,860+122.1% | Added |
| Barclays PLC | 22,364 | $86.5K | 0.00% | −33,283−59.8% | Reduced |
| Jane Street Group, LLC | 24,805 | $96.0K | 0.00% | +12,878+108.0% | Added |
| Mork Capital Management, LLC | 25,000 | $96.8K | 0.08% | 00.0% | Unchanged |
| Royal Bank of Canada | 26,026 | $101.0K | 0.00% | −4,872−15.8% | Reduced |
| Rhumbline Advisers | 27,599 | $106.8K | 0.00% | +500+1.8% | Added |
| Susquehanna International Group, LLP | 28,371 | $109.8K | 0.00% | +3,075+12.2% | Added |
| Nokomis Capital, L.L.C. | 29,655 | $114.8K | 0.05% | −12,000−28.8% | Reduced |
| We Are One Seven, LLC | 29,873 | $115.6K | 0.00% | −1,500−4.8% | Reduced |
| TownSquare Capital, LLC | 30,107 | $116.5K | 0.00% | −1,516−4.8% | Reduced |
| Alliancebernstein L.P. | 39,974 | $154.7K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 43,458 | $168.2K | 0.00% | −56,811−56.7% | Reduced |
| National Asset Management, Inc. | 51,459 | $199.2K | 0.01% | +8,238+19.1% | Added |
| Two Sigma Investments, LP | 51,570 | $199.6K | 0.00% | +2,350+4.8% | Added |
| Wolverine Trading, LLC | 52,200 | $208.8K | 0.01% | +27,383+110.3% | Added |
| XTX Topco Ltd | 59,986 | $232.1K | 0.01% | +59,986 | New |
| Bank of New York Mellon Corp | 61,374 | $237.5K | 0.00% | +4,267+7.5% | Added |
| Millennium Management LLC | 61,815 | $239.2K | 0.00% | −135,651−68.7% | Reduced |
| HAP Trading, LLC | 72,562 | $280.8K | 0.10% | +72,562 | New |
| Simplex Trading, LLC | 74,984 | $290.0K | 0.01% | +7,509+11.1% | Added |
| Straight Path Wealth Management | 93,500 | $361.8K | 0.15% | +10,200+12.2% | Added |
| Dimensional Fund Advisors LP | 98,078 | $379.7K | 0.00% | −486−0.5% | Reduced |
| Federated Hermes, Inc. | 101,113 | $391.3K | 0.00% | +47,187+87.5% | Added |
| National Bank of Canada | 114,901 | $444.7K | 0.00% | +114,900+11,490,000.0% | Added |
| Davies Financial Advisors, Inc. | 154,495 | $597.9K | 0.51% | 00.0% | Unchanged |
| Invesco Ltd. | 161,794 | $626.1K | 0.00% | +7,160+4.6% | Added |
| Northern Trust Corp | 171,169 | $662.4K | 0.00% | −431−0.3% | Reduced |
| Goldman Sachs Group Inc | 182,991 | $708.2K | 0.00% | −280,925−60.6% | Reduced |
| UBS Group AG | 198,648 | $768.8K | 0.00% | +50,111+33.7% | Added |
| Citadel Advisors LLC | 323,235 | $1.25M | 0.00% | +323,148+371,434.5% | Added |
| Charles Schwab Investment Management Inc | 417,155 | $1.61M | 0.00% | +219,114+110.6% | Added |
| Group One Trading, L.P. | 439,695 | $1.70M | 0.07% | −203,500−31.6% | Reduced |
| State Street Corp | 446,176 | $1.73M | 0.00% | −3,180−0.7% | Reduced |
| Geode Capital Management, LLC | 459,736 | $1.78M | 0.00% | +23,570+5.4% | Added |
| Vanguard Group Inc | 977,620 | $3.78M | 0.00% | −14,549−1.5% | Reduced |
| BlackRock, Inc. | 1,478,232 | $5.72M | 0.00% | −66,767−4.3% | Reduced |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −536,961−100.0% | Sold out |
| Mirae Asset Securities (USA) Inc. | 0 | $0 | 0.00% | −196,075−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −100,617−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −20,006−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −16,100−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −14,624−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −1,798−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −131−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Pineridge Advisors LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |