BRC Group HoldingsRILY

13F holders, Q1 2025 (March 31)
87holders −5
9new positions
14sold out
2famous investors
$3.87avg. 13F price*

At the end of Q1 2025, 87 institutions reported holding BRC Group Holdings Inc. (RILY) in their 13F filings, down 5 from Q4 2024. 9 opened new positions and 14 sold out. The largest holders were BlackRock, Inc. ($5.7M), Vanguard Group Inc. ($3.8M) and Geode Capital Management, LLC ($1.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
BRC Group Holdings Inc.
Filed as
B. RILEY FINANCIAL INC (Q1 2025)
CUSIP
05580M108
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 142Q1 2024Q2 2024: 133Q2 2024Q3 2024: 126Q3 2024Q4 2024: 92Q4 2024Q1 2025: 87Q1 2025Q2 2025: 73Q2 2025Q3 2025: 72Q3 2025Q4 2025: 75Q4 2025Q1 2026: 79Q1 2026Q2 2026: 93Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions9$667K
Exits14$4.3M

All 13F filers, Q4 2024 → Q1 2025: 1,104,597 shares bought and 1,833,535 shares sold, net −728,938 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 87 holders

BlackRock, Inc. 0.00% Reduce -4.3% 1,478,232 $5.7M
Vanguard Group Inc. 0.00% Reduce -1.5% 977,620 $3.8M
Geode Capital Management, LLC 0.00% Add +5.4% 459,736 $1.8M
State Street Corp. 0.00% Reduce -0.7% 446,176 $1.7M
Group One Trading LLC 0.07% Reduce -31.6% 439,695 $1.7M
Charles Schwab Investment Management Inc. 0.00% Add +110.6% 417,155 $1.6M
Citadel Advisors 0.00% Add +371434.5% 323,235 $1.3M
UBS Group AG 0.00% Add +33.7% 198,648 $769K
Goldman Sachs Group Inc. 0.00% Reduce -60.6% 182,991 $708K
Northern Trust Corp. 0.00% Reduce -0.3% 171,169 $662K
Invesco Ltd. 0.00% Add +4.6% 161,794 $626K
Davies Financial Advisors, Inc. 0.51% No change 154,495 $598K
National Bank of Canada 0.00% Add +11490000.0% 114,901 $445K
Federated Hermes, Inc. 0.00% Add +87.5% 101,113 $391K
Dimensional Fund Advisors LP 0.00% Reduce -0.5% 98,078 $380K
Straight Path Wealth Management 0.15% Add +12.2% 93,500 $362K
Simplex Trading, LLC 0.01% Add +11.1% 74,984 $290K
HAP Trading, LLC 0.10% New 72,562 $281K
Millennium Management 0.00% Reduce -68.7% 61,815 $239K
Bank of New York Mellon Corp 0.00% Add +7.5% 61,374 $238K
XTX Topco Ltd 0.01% New 59,986 $232K
Wolverine Trading, LLC 0.01% Add +110.3% 52,200 $209K
Two Sigma Investments, LP 0.00% Add +4.8% 51,570 $200K
B. Riley Wealth Advisors, Inc. 0.01% Add +19.1% 51,459 $199K
Morgan Stanley 0.00% Reduce -56.7% 43,458 $168K
Alliancebernstein L.P. 0.00% No change 39,974 $155K
Townsquare Capital LLC 0.00% Reduce -4.8% 30,107 $117K
Mgo One Seven LLC 0.00% Reduce -4.8% 29,873 $116K
Nokomis Capital, L.L.C. 0.05% Reduce -28.8% 29,655 $115K
Susquehanna International Group, LLP 0.00% Add +12.2% 28,371 $110K
Rhumbline Advisers 0.00% Add +1.9% 27,599 $107K
Royal Bank of Canada 0.00% Reduce -15.8% 26,026 $101K
Mork Capital Management, LLC 0.08% No change 25,000 $97K
Jane Street Group, LLC 0.00% Add +108.0% 24,805 $96K
Barclays PLC 0.00% Reduce -59.8% 22,364 $87K
Jones Financial Companies LLLP 0.00% Add +122.1% 21,570 $86K
Bank of America Corp. 0.00% Reduce -43.2% 19,443 $75K
Intech Investment Management LLC 0.00% Add +93.0% 19,400 $75K
Osaic Holdings, Inc. 0.00% Reduce -2.0% 19,302 $75K
FMR LLC 0.00% Add +956.1% 18,250 $71K
Clearstead Advisors, LLC 0.00% Add +175000.0% 17,510 $68K
Citigroup Inc. 0.00% Reduce -7.2% 15,431 $60K
Sanctuary Advisors, LLC 0.00% Reduce -3.4% 15,395 $60K
Walleye Trading LLC 0.00% New 15,069 $58K
Bank of Montreal 0.00% Add +23.5% 14,821 $57K
Cetera Investment Advisers 0.00% Add +8.9% 12,786 $49K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.7% 12,289 $48K
Hennion & Walsh Asset Management, Inc. 0.00% Reduce -1.9% 12,111 $47K
Atom Investors LP 0.01% New 11,393 $44K
Deutsche Bank AG 0.00% No change 10,948 $42K
Vident Advisory, LLC 0.00% New 10,544 $41K
JPMorgan Chase & Co. 0.00% Add +8.4% 10,227 $40K
Corebridge Financial, Inc. 0.00% Reduce -0.3% 10,118 $39K
Engineers Gate Manager LP 0.00% Reduce -82.5% 10,062 $39K
Wells Fargo & Company 0.00% Add +3.5% 9,873 $38K
New York State Common Retirement Fund 0.00% No change 8,666 $34K
Addison Advisors LLC 0.01% Add +71.7% 8,380 $32K
Russell Investments Group, Ltd. 0.00% Add +30.9% 5,922 $23K
Police & Firemen's Retirement System of New Jersey 0.00% No change 4,132 $16K
Public Employees Retirement System of Ohio 0.00% Add +35.8% 3,881 $15K
Tower Research Capital LLC (TRC) 0.00% Add +32.2% 3,587 $14K
Caitong International Asset Management Co., Ltd 0.01% Add +703.4% 2,804 $11K
Legal & General Group Plc 0.00% No change 2,233 $9K
Chesapeake Asset Management LLC 0.01% Add +11.4% 2,000 $8K
Ancora Advisors LLC 0.00% New 2,000 $8K
Ameritas Investment Partners, Inc. 0.00% No change 1,858 $7K
Ridgewood Investments LLC 0.00% Reduce -16.7% 1,500 $6K
California State Teachers Retirement System 0.00% No change 1,479 $6K
BNP Paribas Financial Markets 0.00% Reduce -87.0% 1,357 $5K
Greykasell Wealth Strategies, Inc. 0.00% New 806 $3K
Amalgamated Bank 0.00% No change 757 $3K
Glass Jacobson Investment Advisors llc 0.00% No change 391 $2K
SBI Securities Co., Ltd. 0.00% Reduce -71.4% 457 $2K
IFP Advisors, Inc 0.00% Reduce -14.5% 300 $1K
Lanark Financial, Inc. 0.00% — 375 $1K
Harbor Capital Advisors, Inc. 0.00% Add +0.4% 264 $1K
Cwm, LLC 0.00% Add +512.5% 294 $1K
Geneos Wealth Management Inc. 0.00% No change 250 $968
Rothschild Investment LLC 0.00% Add +100.0% 120 $464
EverSource Wealth Advisors, LLC 0.00% New 82 $317
PNC Financial Services Group, Inc. 0.00% Add +22.9% 75 $290
Nisa Investment Advisors, LLC 0.00% Add +222.2% 29 $112
Sterling Capital Management LLC 0.00% No change 21 $81
Farther Finance Advisors, LLC 0.00% No change 14 $54
True Wealth Design, LLC 0.00% New 6 $24
Larson Financial Group LLC 0.00% No change 3 $12
Covestor Ltd 0.00% No change 16 $0

"% of holder's portfolio" is RILY's weight in each manager's 13F, not the share of BRC Group Holdings Inc. the manager owns.