BRC Group HoldingsRILY

13F holders, Q4 2025 (December 31)
75holders +3
18new positions
13sold out
$4.66avg. 13F price*

At the end of Q4 2025, 75 institutions reported holding BRC Group Holdings Inc. (RILY) in their 13F filings, up 3 from Q3 2025. 18 opened new positions and 13 sold out. The largest holders were Charles Schwab Investment Management Inc. ($5.2M), Vanguard Group Inc. ($4.3M) and BlackRock, Inc. ($1.8M).

Company
BRC Group Holdings Inc.
Filed as
B. RILEY FINANCIAL INC (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions18$4.4M
Exits13$5.4M

All 13F filers, Q3 2025 → Q4 2025: 1,920,836 shares bought and 2,358,405 shares sold, net −437,569 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 75 holders

Charles Schwab Investment Management Inc. 0.00% Add +25.0% 1,123,179 $5.2M
Vanguard Group Inc. 0.00% Add +8.1% 921,106 $4.3M
BlackRock, Inc. 0.00% Add +5.5% 387,807 $1.8M
Federated Hermes, Inc. 0.00% Add +82.2% 329,222 $1.5M
Allianz Asset Management GmbH 0.00% Add +63.9% 298,115 $1.4M
National Bank of Canada 0.00% New 288,405 $1.3M
Dba Trading, LLC 1.15% — 246,857 $1.2M
Geode Capital Management, LLC 0.00% Add +1.0% 194,105 $907K
Group One Trading LLC 0.03% Add +910.0% 190,299 $889K
Jump Financial, LLC 0.01% New 148,514 $694K
Invesco Ltd. 0.00% Reduce -3.1% 147,828 $690K
CastleKnight Management LP 0.03% New 121,700 $568K
Jane Street Group, LLC 0.00% Reduce -45.2% 104,621 $489K
Susquehanna International Group, LLP 0.00% Reduce -90.2% 104,091 $486K
Dimensional Fund Advisors LP 0.00% Reduce -1.1% 96,948 $453K
OMERS ADMINISTRATION Corp 0.00% New 87,600 $409K
Two Sigma Investments, LP 0.00% Reduce -49.4% 85,939 $401K
State Street Corp. 0.00% No change 82,600 $386K
683 Capital Management, LLC 0.03% New 80,000 $374K
UBS Group AG 0.00% Add +526.4% 78,325 $366K
Wells Fargo & Company 0.00% Add +1200020.0% 60,006 $280K
PharVision Advisers, LLC 0.13% New 54,768 $256K
Northern Trust Corp. 0.00% Add +7.7% 51,604 $241K
B. Riley Wealth Advisors, Inc. 0.01% Add +25.0% 51,070 $238K
XTX Topco Ltd 0.01% New 47,324 $221K
Straight Path Wealth Management 0.05% Reduce -54.3% 41,300 $193K
Morgan Stanley 0.00% Add +196.0% 41,053 $192K
Bridgeway Capital Management, LLC 0.00% New 40,000 $187K
Goldman Sachs Group Inc. 0.00% Reduce -50.0% 35,173 $164K
Bank of Montreal 0.00% Add +76.3% 33,502 $156K
Mgo One Seven LLC 0.00% No change 28,373 $133K
Mork Capital Management, LLC 0.07% No change 25,000 $117K
Barclays PLC 0.00% Add +235.5% 24,609 $115K
Cetera Investment Advisers 0.00% Add +6.5% 23,889 $112K
Simplex Trading, LLC 0.00% Reduce -85.1% 23,824 $111K
Bank of New York Mellon Corp 0.00% Add +67.6% 21,467 $100K
Brooklyn Investment Group 0.00% New 21,311 $100K
Osaic Holdings, Inc. 0.00% Reduce -3.7% 20,897 $98K
T. Rowe Price Associates Inc. 0.00% New 19,500 $92K
Clearstead Advisors, LLC 0.00% No change 17,510 $82K
Russell Investments Group, Ltd. 0.00% Reduce -6.5% 14,880 $69K
Cresset Asset Management, LLC 0.00% New 13,263 $62K
Boothbay Fund Management, LLC 0.00% New 12,742 $60K
Sanctuary Advisors, LLC 0.00% Reduce -66.7% 11,825 $55K
Walleye Trading LLC 0.00% Reduce -19.3% 10,494 $49K
Two Sigma Securities, LLC 0.01% New 10,019 $47K
Jones Financial Companies LLLP 0.00% Reduce -46.7% 9,091 $42K
Kestra Advisory Services, LLC 0.00% Reduce -52.8% 5,375 $25K
Public Employees Retirement System of Ohio 0.00% Reduce -1.5% 5,340 $25K
Toronto Dominion Bank 0.00% No change 5,000 $23K
Quarry LP 0.00% New 4,054 $19K
Farther Finance Advisors, LLC 0.00% Reduce -2.4% 4,028 $19K
RMG Wealth Management LLC 0.00% No change 1,904 $18K
FMR LLC 0.00% Reduce -15.9% 2,281 $11K
Bank of America Corp. 0.00% Reduce -72.5% 1,912 $9K
Royal Bank of Canada 0.00% Reduce -95.3% 1,652 $8K
Magnus Financial Group LLC 0.00% New 10,000 $5K
Rhumbline Advisers 0.00% Add +24.6% 1,045 $5K
SBI Securities Co., Ltd. 0.00% Reduce -1.1% 462 $2K
Glass Jacobson Investment Advisors llc 0.00% No change 391 $2K
Lanark Financial, Inc. 0.00% No change 375 $2K
Optiver Holding B.V. 0.00% No change 366 $2K
Allworth Financial LP 0.00% Reduce -18.0% 355 $2K
BNP Paribas Financial Markets 0.00% Reduce -41.0% 173 $808
Fortitude Family Office, LLC 0.00% No change 152 $710
Tower Research Capital LLC (TRC) 0.00% Reduce -81.7% 134 $626
Northwestern Mutual Wealth Management Co. 0.00% New 89 $416
Tucker Asset Management LLC 0.00% New 35 $163
Citigroup Inc. 0.00% Reduce -93.6% 26 $121
PNC Financial Services Group, Inc. 0.00% No change 20 $93
Harbour Investments, Inc. 0.00% No change 4 $19
Walleye Capital LLC 0.00% New 1 $5
EverSource Wealth Advisors, LLC 0.00% No change 1 $3
Cwm, LLC 0.00% Reduce -69.6% 17 $0
Covestor Ltd 0.00% No change 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.