$RILY

$3.99 +$0.02 (0.5%) Close

$RILY Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 40.2M shares outstanding

Who owns RILY?

By type of holder

Institutions 41.1% Insiders 25.6% Everyone else 33.3%

Concentration Top 10 holders own 48.3%

Bryant R. Riley 17.4% · Equitec Proprietary Markets, LLC 8.5%

Institutional ownership

41.1%

+16.8 pts vs last qtr

Institutional holders

+12 vs last qtr

Net shares bought

+6.8M

by institutions in Q2 2026

New / sold out

29 / 17

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Equitec Proprietary Markets, LLC NEW +3.4M
BlackRock, Inc. +1.3M

Biggest sellers in Q2 2026

Allianz Asset Management GmbH SOLD OUT −589.7K
Susquehanna International Group, LLP SOLD OUT −312.8K

Who is planning to sell?

Notices of proposed sale, last 12 months

$2.66M

2 notices from 2 people

Shares covered

295.5K

0.74% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Riley Bryant R Chairman and co-ceo $1.76M
Forman Alan N Evp & general counsel $905K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+66.1%

+5.80% a year

Each share's claim on the business

−39.8%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$150M vs $236M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years35% 3–5 years2% 1–3 years4% Under 1 year59%

Quarterly turnover

54.3%

of institutional shares changed hands

Top 10 managers, median time held

1.8 years

Super Investors

Investment managers reporting RILY on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
EP Equitec Proprietary Markets, LLC	3.4M	8.45%	NEW	Q2 '26	4.9%
Shares held by quarter Peak holding3.4M (Q2'26) Change over 8 quarters+3.4M Share of the company8.450% Equitec Proprietary Markets, LLC's full portfolio →
DT Dba Trading, LLC	3.2M	8.03%	Unchanged	Q4 '25	11.9%
Shares held by quarter Peak holding3.2M (Q1'26) Change over 8 quarters+3.2M Share of the company8.030% Dba Trading, LLC's full portfolio →

Equitec Proprietary Markets, LLC

3.4M

% of company

8.45%

Change vs last qtr

NEW

Held since

Q2 '26

Dba Trading, LLC

3.2M

% of company

8.03%

Change vs last qtr

Unchanged

Held since

Q4 '25

28 more super investors behind a free account

See every manager holding BRC Group Holdings Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting RILY on Form N-PORT; together they hold 15.5% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
FE First Eagle Small Cap Opportunity Fund First Eagle Funds	$6.91M	965.3K	2.40%	0.24%	July 31, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$6.41M	797.5K	1.98%	0.00%	June 30, 2026

First Eagle Small Cap Opportunity Fund

First Eagle Funds

Position value

$6.91M

% of company

2.40%

% of the fund

0.24%

As of

July 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$6.41M

% of company

1.98%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding BRC Group Holdings Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
BR Bryant R. Riley 5%+ holder 13D · 20.1%	7.0M	17.38%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company17.380% Disclosed stake13D · 20.1% View the 13D/G filing →
PR Paulson Randall E Insider	370.4K	0.92%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.920% Paulson Randall E's insider activity →

Bryant R. Riley

5%+ holder13D · 20.1%

7.0M

% of company

17.38%

Change vs last qtr

—

Held since

—

Paulson Randall E

Insider

370.4K

% of company

0.92%

Change vs last qtr

—

Held since

—

12 more holders behind a free account

See every insider and 5%+ holder of BRC Group Holdings Inc.

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