RILY · NASDAQ · Financial - Conglomerates

BRC Group (RILY)

Operates financial-services, communications, retail and investment businesses for small-cap and middle-market companies.

$5.87
vs last close−0.26 (−4.32%)

13F · 13D/G · Form 4

Institutions≈ 43.80%17.61M shares
107 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders28.71%11.54M shares
15 holders · as of Jul 1, 2026
Other≈ 27.49%11.05M shares
remainder

40.20M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

13F · 13D/G · Form 4

HolderStakeSharesDate
Bryant R. RileyInsiderdirector, 10 percent owner, officer: Chairman and Co-CEO
16.35%6.57Mfiled Jun 16, 2026
Equitec Proprietary Markets, LLCInstitution
8.45%3.40Mas of Jun 30, 2026
Dba Trading, LLCInstitution
8.03%3.23Mas of Jun 30, 2026
Daniel Asher1Insider10 percent owner
5.71%2.30Mfiled Apr 22, 2026
BlackRock, Inc.Institution
4.32%1.73Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
2.73%1.10Mas of Jun 30, 2026
Thomas J. /adv KelleherInsiderofficer: Co-CEO
2.41%969,829filed Jun 24, 2026
Charles Schwab Investment Management IncInstitution
2.07%830,965as of Jun 30, 2026
Sixth Street Partners Management Company, L.P.Institution
2.07%830,965as of Jun 30, 2026
First Eagle Investment Management, LLCInstitution
1.69%680,961as of Jun 30, 2026
Geode Capital Management, LLCInstitution
1.55%622,769as of Jun 30, 2026
Marshall Wace, LLPInstitution
1.12%449,676as of Jun 30, 2026
Citadel Advisors LLCInstitution
1.00%402,436as of Jun 30, 2026
Randall E. PaulsonInsiderdirector
0.92%370,398filed Apr 7, 2026
Federated Hermes, Inc.Institution
0.83%331,798as of Jun 30, 2026
Andrew MooreInsiderofficer: CEO B. Riley Securities, Inc.
0.81%324,420filed Jun 4, 2025
State Street CorpInstitution
0.73%293,518as of Jun 30, 2026
Phillip J. AhnInsiderofficer: CFO & Chief Operating Officer
0.71%285,122filed Jun 4, 2025
Renaissance Technologies LLCInstitution
0.61%244,500as of Jun 30, 2026
Jane Street Group, LLCInstitution
0.60%242,018as of Jun 30, 2026
Agostino Robert P. D.Insiderdirector
0.53%211,989filed Apr 7, 2026
Group One Trading, L.P.Institution
0.48%194,692as of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
0.48%192,503as of Jun 30, 2026
Northern Trust CorpInstitution
0.47%188,926as of Jun 30, 2026
Vanguard Fiduciary Trust CoInstitution
0.40%161,170as of Jun 30, 2026
  1. Daniel Asher's transaction reports restate only vehicles that traded; the 2026 ownership statement (2.30M) is used instead.

13F, as of Jun 30, 2026

107 holders · 17.61M shares · 33 new positions · 68 increased · 16 reduced · 15 closed

HolderShares% outstandingChg q/qFiled
Equitec Proprietary Markets, LLC3.40M8.45%+3.40MnewJul 20, 2026
Dba Trading, LLC3.23M8.03%0Jul 20, 2026
BlackRock, Inc.1.73M4.32%+1.33MAug 7, 2026
Vanguard Capital Management LLC1.10M2.73%+299.8KAug 13, 2026
Sixth Street Partners Management Company, L.P.831.0K2.07%+831.0KnewAug 14, 2026
Charles Schwab Investment Management Inc831.0K2.07%−203.4KAug 14, 2026
First Eagle Investment Management, LLC681.0K1.69%+681.0KnewAug 24, 2026
Geode Capital Management, LLC622.8K1.55%+413.6KAug 12, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Bryant R. Riley20.10%6.99M13DMar 19, 2026
Daniel Asher6.54%2.30M13GApr 22, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Jun 16, 2026
Bryant R. Rileydirector, 10 percent owner, officer: Chairman and Co-CEO
Sale195,492$9.006,574,236
May 14, 2026
Alan N. Formanofficer: EVP, General Counsel, Sec
Sale79,445$8.5637,827
May 13, 2026
Alan N. Formanofficer: EVP, General Counsel, Sec
Sale20,555$8.58117,272

House and Senate disclosures

Not reported.