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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, Q3 2025

Institutional positions in BRC Group Holdings, Inc. as of Sep 30, 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
72
−1 vs. Q2 2025
Shares held
6.23M
+1.02M (+19.5%) vs. Q2 2025
Total value
$36.7M
+$21.2M (+137.6%) vs. Q2 2025
New holders
18
25 more added
Sold out
19
16 more reduced

Compare with Q2 2025: 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 holdersQ3 2025: 72 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 heldQ3 2025: $36.7M
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, Q3 2025

Shares, value and share of portfolio for each institution holding BRC Group Holdings, Inc.; share changes are against Q2 2025.

Institutions holding RILY in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
CWM, LLC56$00.00%−1,032−94.9%Reduced
Covestor Ltd15$00.00%00.0%Unchanged
FNY Investment Advisers, LLC14$00.00%+14New
EverSource Wealth Advisors, LLC1$30.00%−23−95.8%Reduced
Harbour Investments, Inc.4$240.00%+4New
Wells Fargo & Company5$330.00%−5,518−99.9%Reduced
SRS Capital Advisors, Inc.6$350.00%+6New
The PNC Financial Services Group, Inc.20$1200.00%00.0%Unchanged
Principal Securities, Inc.108$6450.00%00.0%Unchanged
Fortitude Family Office, LLC152$9080.00%+152New
BNP Paribas Arbitrage, SA293$1.75K0.00%−243−45.3%Reduced
Optiver Holding B.V.366$2.19K0.00%+366New
NBC Securities, Inc.375$2.24K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc391$2.34K0.00%00.0%Unchanged
Citigroup Inc408$2.44K0.00%+1+0.2%Added
Allworth Financial LP433$2.59K0.00%+78+22.0%Added
SBI Securities Co., Ltd.467$2.79K0.00%−54−10.4%Reduced
Tower Research Capital LLC (TRC)731$4.37K0.00%−5,487−88.2%Reduced
Belvedere Trading LLC835$4.99K0.00%−5,646−87.1%Reduced
Rhumbline Advisers839$5.01K0.00%+839New
IFP Advisors, Inc1,000$5.97K0.00%+692+224.7%Added
RMG Wealth Management LLC1,904$9.88K0.00%00.0%Unchanged
FMR LLC2,712$16.2K0.00%−49−1.8%Reduced
Farther Finance Advisors, LLC4,126$24.7K0.00%+4,126New
Toronto Dominion Bank5,000$29.9K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio5,422$32.4K0.00%+6+0.1%Added
Bank of America Corp6,963$41.6K0.00%+4,898+237.2%Added
Barclays PLC7,335$43.8K0.00%+5,658+337.4%Added
Point72 Asia (Singapore) Pte. Ltd.7,600$45.4K0.01%+7,600New
Straight Path Wealth Management90,300$59.8K0.02%−200−0.2%Reduced
Kestra Advisory Services, LLC11,375$68.0K0.00%+11,375New
UBS Group AG12,505$74.7K0.00%−263,781−95.5%Reduced
Bank of New York Mellon Corp12,811$76.5K0.00%+12,811New
Walleye Trading LLC13,009$77.7K0.00%+13,009New
Morgan Stanley13,869$82.9K0.00%−3,335−19.4%Reduced
Russell Investments Group, Ltd.15,918$95.1K0.00%+1,414+9.7%Added
Clearstead Advisors, LLC17,510$104.6K0.00%00.0%Unchanged
Jones Financial Companies LLLP17,050$106.7K0.00%−10,630−38.4%Reduced
Squarepoint Ops LLC18,683$111.6K0.00%−46,106−71.2%Reduced
Group One Trading, L.P.18,841$112.6K0.00%−477,317−96.2%Reduced
Bank of Montreal19,002$113.6K0.00%+7,000+58.3%Added
Advisor Group Holdings, Inc.21,697$119.4K0.00%+3,450+18.9%Added
Engineers Gate Manager LP21,907$130.9K0.00%+4,801+28.1%Added
Level Four Advisory Services, LLC22,000$131.4K0.00%+22,000New
Cetera Investment Advisers22,434$134.0K0.00%+9,083+68.0%Added
Mork Capital Management, LLC25,000$149.4K0.10%00.0%Unchanged
Citadel Advisors LLC27,012$161.4K0.00%+27,012New
We Are One Seven, LLC28,373$169.5K0.00%00.0%Unchanged
Royal Bank of Canada35,126$209.0K0.00%+19,558+125.6%Added
Sanctuary Advisors, LLC35,462$211.9K0.00%+12,298+53.1%Added
Wolverine Trading, LLC34,957$212.9K0.00%+34,957New
VR Advisory Services Ltd52,000$230.7K0.06%00.0%Unchanged
Matauro, LLC39,884$238.3K0.04%+39,884New
National Asset Management, Inc.40,870$244.2K0.01%−10,895−21.0%Reduced
Northern Trust Corp47,905$286.2K0.00%+1,560+3.4%Added
Goldman Sachs Group Inc70,312$420.1K0.00%−66,702−48.7%Reduced
Cubist Systematic Strategies, LLC73,801$441.0K0.01%+73,801New
State Street Corp82,600$493.5K0.00%00.0%Unchanged
Dimensional Fund Advisors LP98,078$586.2K0.00%00.0%Unchanged
Invesco Ltd.152,572$911.6K0.00%+13,381+9.6%Added
Simplex Trading, LLC159,836$955.0K0.02%+81,549+104.2%Added
Two Sigma Investments, LP169,977$1.02M0.00%+143,877+551.3%Added
Federated Hermes, Inc.180,668$1.08M0.00%+708+0.4%Added
Allianz Asset Management GmbH181,936$1.09M0.00%+181,936New
Jane Street Group, LLC190,783$1.14M0.00%+171,474+888.1%Added
Geode Capital Management, LLC192,219$1.15M0.00%+11,001+6.1%Added
BlackRock, Inc.367,492$2.20M0.00%+4,363+1.2%Added
Millennium Management LLC367,984$2.20M0.00%+124,762+51.3%Added
Soviero Asset Management, LP370,000$2.21M1.37%+370,000New
Vanguard Group Inc851,840$5.09M0.00%+10,189+1.2%Added
Charles Schwab Investment Management Inc898,321$5.37M0.00%+207,434+30.0%Added
Susquehanna International Group, LLP1,062,532$6.35M0.01%+882,175+489.1%Added
Davies Financial Advisors, Inc.0$00.00%−154,495−100.0%Sold out
National Bank of Canada0$00.00%−114,901−100.0%Sold out
XTX Topco Ltd0$00.00%−62,517−100.0%Sold out
Principal Financial Group Inc0$00.00%−55,535−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−48,734−100.0%Sold out
HRT Financial LP0$00.00%−45,818−100.0%Sold out
Marathon Trading Investment Management LLC0$00.00%−40,282−100.0%Sold out
Jain Global LLC0$00.00%−22,602−100.0%Sold out
Jump Financial, LLC0$00.00%−15,188−100.0%Sold out
Axq Capital, LP0$00.00%−14,446−100.0%Sold out
Addison Advisors LLC0$00.00%−11,545−100.0%Sold out
Skopos Labs, Inc.0$00.00%−9,127−100.0%Sold out
Walleye Capital LLC0$00.00%−3,788−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−3,720−100.0%Sold out
Ridgewood Investments LLC0$00.00%−1,500−100.0%Sold out
Clear Street Markets LLC0$00.00%−1,391−100.0%Sold out
Raymond James Financial Inc0$00.00%−682−100.0%Sold out
Quantbot Technologies LP0$00.00%−150−100.0%Sold out
Harbor Capital Advisors, Inc.0$00.00%−105−100.0%Sold out