BRC Group HoldingsRILY

13F holders, Q2 2025 (June 30)
73holders −14
18new positions
33sold out
1famous investor
$2.96avg. 13F price*

At the end of Q2 2025, 73 institutions reported holding BRC Group Holdings Inc. (RILY) in their 13F filings, down 14 from Q1 2025. 18 opened new positions and 33 sold out. The largest holders were Vanguard Group Inc. ($2.5M), Charles Schwab Investment Management Inc. ($2.1M) and Group One Trading LLC ($1.5M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).

Company
BRC Group Holdings Inc.
Filed as
B. RILEY FINANCIAL INC (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions18$1.1M
Exits33$3.0M

All 13F filers, Q1 2025 → Q2 2025: 1,251,872 shares bought and 3,009,823 shares sold, net −1,757,951 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 73 holders

Vanguard Group Inc. 0.00% Reduce -13.9% 841,651 $2.5M
Charles Schwab Investment Management Inc. 0.00% Add +65.6% 690,887 $2.1M
Group One Trading LLC 0.05% Add +12.8% 496,158 $1.5M
BlackRock, Inc. 0.00% Reduce -75.4% 363,129 $1.1M
UBS Group AG 0.00% Add +39.1% 276,286 $821K
Millennium Management 0.00% Add +293.5% 243,222 $722K
Geode Capital Management, LLC 0.00% Reduce -60.6% 181,218 $538K
Susquehanna International Group, LLP 0.00% Add +535.7% 180,357 $536K
Federated Hermes, Inc. 0.00% Add +78.0% 179,960 $534K
Davies Financial Advisors, Inc. 0.36% No change 154,495 $459K
Invesco Ltd. 0.00% Reduce -14.0% 139,191 $413K
Goldman Sachs Group Inc. 0.00% Reduce -25.1% 137,014 $407K
National Bank of Canada 0.00% No change 114,901 $341K
Dimensional Fund Advisors LP 0.00% No change 98,078 $291K
Straight Path Wealth Management 0.09% Reduce -3.2% 90,500 $269K
State Street Corp. 0.00% Reduce -81.5% 82,600 $245K
Simplex Trading, LLC 0.01% Add +4.4% 78,287 $232K
Squarepoint Ops LLC 0.00% New 64,789 $192K
XTX Topco Ltd 0.01% Add +4.2% 62,517 $186K
Principal Financial Group Inc. 0.00% New 55,535 $165K
B. Riley Wealth Advisors, Inc. 0.01% Add +0.6% 51,765 $154K
State of Wisconsin Investment Board 0.00% New 48,734 $145K
Northern Trust Corp. 0.00% Reduce -72.9% 46,345 $138K
HRT Financial LP 0.00% New 45,818 $136K
Marathon Trading Investment Management LLC 0.07% New 40,282 $120K
VR Advisory Services Ltd 0.03% New 52,000 $98K
Mgo One Seven LLC 0.00% Reduce -5.0% 28,373 $84K
Jones Financial Companies LLLP 0.00% Add +28.3% 27,680 $81K
Two Sigma Investments, LP 0.00% Reduce -49.4% 26,100 $78K
Mork Capital Management, LLC 0.05% No change 25,000 $74K
Sanctuary Advisors, LLC 0.00% Add +50.5% 23,164 $69K
Jain Global LLC 0.00% New 22,602 $67K
Jane Street Group, LLC 0.00% Reduce -22.2% 19,309 $57K
Osaic Holdings, Inc. 0.00% Reduce -5.5% 18,247 $54K
Clearstead Advisors, LLC 0.00% No change 17,510 $52K
Morgan Stanley 0.00% Reduce -60.4% 17,204 $51K
Engineers Gate Manager LP 0.00% Add +70.0% 17,106 $51K
Royal Bank of Canada 0.00% Reduce -40.2% 15,568 $46K
Jump Financial, LLC 0.00% New 15,188 $45K
Russell Investments Group, Ltd. 0.00% Add +144.9% 14,504 $43K
Axq Capital, LP 0.01% New 14,446 $43K
Cetera Investment Advisers 0.00% Add +4.4% 13,351 $40K
Bank of Montreal 0.00% Reduce -19.0% 12,002 $36K
Addison Advisors LLC 0.01% Add +37.8% 11,545 $34K
Brooklyn Investment Group 0.00% New 9,127 $27K
Belvedere Trading LLC 0.00% New 6,481 $19K
Tower Research Capital LLC (TRC) 0.00% Add +73.3% 6,218 $18K
Wells Fargo & Company 0.00% Reduce -44.1% 5,523 $16K
Public Employees Retirement System of Ohio 0.00% Add +39.5% 5,416 $16K
Toronto Dominion Bank 0.00% New 5,000 $15K
Walleye Capital LLC 0.00% New 3,788 $11K
RMG Wealth Management LLC 0.00% — 1,904 $11K
Caitong International Asset Management Co., Ltd 0.01% Add +32.7% 3,720 $11K
FMR LLC 0.00% Reduce -84.9% 2,761 $8K
Bank of America Corp. 0.00% Reduce -89.4% 2,065 $6K
Barclays PLC 0.00% Reduce -92.5% 1,677 $5K
Ridgewood Investments LLC 0.00% No change 1,500 $4K
Summit Securities Group LLC 0.00% New 1,391 $4K
Cwm, LLC 0.00% Add +270.1% 1,088 $3K
Raymond James Financial Inc. 0.00% New 682 $2K
BNP Paribas Financial Markets 0.00% Reduce -60.5% 536 $2K
SBI Securities Co., Ltd. 0.00% Add +14.0% 521 $2K
Citigroup Inc. 0.00% Reduce -97.4% 407 $1K
Glass Jacobson Investment Advisors llc 0.00% No change 391 $1K
Allworth Financial LP 0.00% New 355 $1K
Lanark Financial, Inc. 0.00% No change 375 $1K
IFP Advisors, Inc 0.00% Add +2.7% 308 $915
Quantbot Technologies LP 0.00% New 150 $446
Principal Securities, Inc. 0.00% New 108 $321
EverSource Wealth Advisors, LLC 0.00% Reduce -70.7% 24 $70
PNC Financial Services Group, Inc. 0.00% Reduce -73.3% 20 $59
Harbor Capital Advisors, Inc. 0.00% Reduce -60.2% 105 $0
Covestor Ltd 0.00% Reduce -6.3% 15 $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.