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B. Riley Financial Ownership | Who Owns B. Riley Financial?

OverviewRevenueFinancialsChartTranscripts

B. Riley Financial Ownership Summary

B. Riley Financial is owned by 20.46% institutional investors, 31.83% insiders, and 47.71% retail investors. Blackrock is the largest institutional shareholder, holding 9.35% of RILY shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 1.95% of its assets in B. Riley Financial shares.

RILY Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockB. Riley Financial20.46%31.83%47.71%
SectorFinancial Services Stocks 36.95%15.48%47.58%
IndustryFinancial Conglomerates Stocks44.63%16.07%39.30%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock2.81M9.35%$49.49M
Charles schwab investment management898.32K2.95%$5.37M
Vanguard group851.84K2.79%$5.09M
D. e. shaw536.96K1.77%$2.46M
Soviero asset management, lp370.00K1.21%$2.21M
Blackrock funding, inc. /de367.49K1.20%$2.20M
Geode capital management192.22K0.63%$1.15M
Jane street group190.78K0.63%$1.14B
Allianz asset management gmbh181.94K0.60%$1.09B
Federated hermes180.67K0.59%$1.08M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Medici capital63.10K2.40%$1.11M
Soviero asset management, lp370.00K1.15%$2.21M
Muzinich10.00K0.13%$176.40K
Mork capital management25.00K0.10%$149.38K
Vr advisory services52.00K0.06%$230.72K
Matauro39.88K0.04%$238.31K
Skopos labs30.79K0.02%$183.98K
Straight path wealth management90.30K0.02%$59.80K
B. riley wealth advisors40.87K0.01%$244.20K
Point72 asia (singapore) pte.7.60K0.01%$45.41K

Top Buyers

HolderShares% AssetsChange
D. e. shaw536.96K0.00%491.73K
Soviero asset management, lp370.00K1.15%370.00K
Charles schwab investment management898.32K0.00%207.43K
Allianz asset management gmbh181.94K0.00%181.94K
Jane street group190.78K0.00%171.47K

Top Sellers

HolderShares% AssetsChange
Potrero capital research---680.00K
Punch & associates investment management---660.92K
Soros fund management---600.00K
Group one trading18.84K0.00%-477.32K
Capital fund management---380.01K

New Positions

HolderShares% AssetsChangeValue
Soviero asset management, lp370.00K1.15%370.00K$2.21M
Allianz asset management gmbh181.94K0.00%181.94K$1.09B
Cubist systematic strategies73.80K0.00%73.80K$440.96K
Matauro39.88K0.04%39.88K$238.31K
Level four advisory services22.00K0.00%22.00K$131.45K

Sold Out

HolderChange
Godsey & gibb-1.00
Larson financial group-3.00
Nelson, van denburg & campbell wealth management group-5.00
True wealth design-6.00
Parkside financial bank & trust-6.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 2025877.41%6,241,10723.47%207.45%447.32%15-31.82%
Jun 30, 202583-15.31%5,158,643-25.27%1612.25%41-6.82%23-11.54%
Mar 31, 20253-97.22%24,805-99.68%-0.01%1-97.22%--100.00%
Dec 31, 202469-53.38%5,102,275-37.30%162.28%23-65.15%24-42.86%
Sep 30, 2024144-2.70%8,068,876-21.47%262.29%651.56%41-24.07%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard US Total Market Shares ETF595.81K1.95%-
iShares Russell 2000 ETF583.12K1.91%-
Vanguard Total Stock Mkt Idx Inv513.11K1.68%-11.32K
Schwab Fundamental U.S. Small CompanyETF503.41K1.65%2.00K
Fidelity Small Cap Index216.88K0.71%-3.08K
iShares Russell 2000 Growth ETF214.57K0.70%-
Federated Hermes MDT Small Cap Growth IS179.96K0.59%78.85K
Federated Hermes MDT SCG Institutional179.96K0.59%78.85K
Vanguard Institutional Extnd Mkt Idx Tr179.62K0.59%-81.85K
State St Russell Sm/Mid Cp® Indx NL Cl C163.74K0.54%-

Recent Insider Transactions

DateNameRoleActivityValue
Dec 15, 2023KELLEHER THOMAS J /ADV Co-CEOBuy$404.39K
Nov 17, 2023D Agostino Robert P-Buy$106.14K
Nov 17, 2023PAULSON RANDALL E-Buy$212.29K
Nov 17, 2023RILEY BRYANT R Chairman and Co-CEOBuy$636.86K
Nov 13, 2023Moore Andrew CEO B. Riley Securities, Inc.Sell$1.25M

Insider Transactions Trends

DateBuySell
2025 Q2--
2025 Q1--
2024 Q2--
2024 Q1--
2023 Q4101

RILY Ownership FAQ

Who Owns B. Riley Financial?

B. Riley Financial shareholders are primarily institutional investors at 20.46%, followed by 31.83% insiders and 47.71% retail investors. The average institutional ownership in B. Riley Financial's industry, Financial Conglomerates Stocks, is 44.63%, which B. Riley Financial falls below.

Who owns the most shares of B. Riley Financial?

B. Riley Financial’s largest shareholders are Blackrock (2.81M shares, 9.35%), Charles schwab investment management (898.32K shares, 2.95%), and Vanguard group (851.84K shares, 2.79%). Together, they hold 15.09% of B. Riley Financial’s total shares outstanding.

Does Blackrock own B. Riley Financial?

Yes, BlackRock owns 9.35% of B. Riley Financial, totaling 2.81M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 49.49M$. In the last quarter, BlackRock decreased its holdings by -8.86K shares, a -0.31% change.

Who is B. Riley Financial’s biggest shareholder by percentage of total assets invested?

Medici capital is B. Riley Financial’s biggest shareholder by percentage of total assets invested, with 2.40% of its assets in 63.1K B. Riley Financial shares, valued at 1.11M$.

Who is the top mutual fund holder of B. Riley Financial shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of B. Riley Financial shares, with 1.95% of its total shares outstanding invested in 595.81K B. Riley Financial shares.

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