​

BRC Group Holdings Ownership | Who Owns BRC Group Holdings?

OverviewRevenueFinancialsChartTranscripts

BRC Group Holdings Ownership Summary

BRC Group Holdings is owned by 13.75% institutional investors, 31.83% insiders, and 54.42% retail investors. Blackrock is the largest institutional shareholder, holding 9.35% of RILY shares. Schwab Fundamental U.S. Small CompanyETF is the top mutual fund, with 2.78% of its assets in BRC Group Holdings shares.

RILY Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockBRC Group Holdings13.75%31.83%54.42%
SectorFinancial Services Stocks 32.19%15.44%52.37%
IndustryFinancial Conglomerates Stocks44.26%17.24%38.49%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock2.81M9.35%$49.49M
Vanguard group921.11K3.01%$4.30M
Charles schwab investment management898.32K2.95%$5.37M
D. e. shaw536.96K1.77%$2.46M
Blackrock funding, inc. /de387.81K1.27%$1.81M
Soviero asset management, lp370.00K1.21%$2.21M
Federated hermes329.22K1.08%$1.54M
Allianz asset management gmbh298.12K0.97%$1.39M
Geode capital management194.10K0.63%$906.85K
Group one trading190.30K0.62%$888.70K

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
Straight path wealth management41.30K0.05%$192.87K
B. riley wealth advisors40.87K0.01%$244.20K
Point72 asia (singapore) pte.7.60K0.01%$45.41K
Skopos labs21.31K0.00%$99.95K
Mgo one seven28.37K0.00%$132.50K

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
Group one trading190.30K0.00%171.46K
Federated hermes329.22K0.00%148.55K

Top Sellers

HolderShares% AssetsChange
Potrero capital research---680.00K
Punch & associates investment management---660.92K
Soros fund management---600.00K
Capital fund management---380.01K
Allspring global investments---219.01K

New Positions

HolderShares% AssetsChangeValue
Soviero asset management, lp370.00K1.15%370.00K$2.21M
Cubist systematic strategies73.80K0.00%73.80K$440.96K
Cresset asset management13.26K0.00%13.26K$79.25K
Kestra advisory services11.38K0.00%11.38K$67.97K
Magnus financial group10.00K0.00%10.00K$5.15K

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 %
Dec 31, 202548-46.67%4,201,210-33.08%133.25%19-59.57%13-13.33%
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%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Schwab Fundamental U.S. Small CompanyETF867.78K2.78%-604.00
Vanguard US Total Market Shares ETF595.81K1.95%-
iShares Russell 2000 ETF583.12K1.91%-
Vanguard Total Stock Mkt Idx Inv574.87K1.84%-
Fidelity Small Cap Index216.88K0.71%-3.08K
iShares Russell 2000 Growth ETF214.57K0.70%-
Bridge Builder Small/Mid Cap Growth206.20K0.66%-
Vanguard Institutional Extnd Mkt Idx Tr179.62K0.58%-
Schwab Fundamental US Small Company Idx170.32K0.55%161.00
State St Russell Sm/Mid Cp® Indx SL Cl I163.74K0.54%-

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 BRC Group Holdings?

BRC Group Holdings shareholders are primarily institutional investors at 13.75%, followed by 31.83% insiders and 54.42% retail investors. The average institutional ownership in BRC Group Holdings's industry, Financial Conglomerates Stocks, is 44.26%, which BRC Group Holdings falls below.

Who owns the most shares of BRC Group Holdings?

BRC Group Holdings’s largest shareholders are Blackrock (2.81M shares, 9.35%), Vanguard group (921.11K shares, 3.01%), and Charles schwab investment management (898.32K shares, 2.95%). Together, they hold 15.31% of BRC Group Holdings’s total shares outstanding.

Does Blackrock own BRC Group Holdings?

Yes, BlackRock owns 9.35% of BRC Group Holdings, 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 BRC Group Holdings’s biggest shareholder by percentage of total assets invested?

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

Who is the top mutual fund holder of BRC Group Holdings shares?

Schwab Fundamental U.S. Small CompanyETF is the top mutual fund holder of BRC Group Holdings shares, with 2.78% of its total shares outstanding invested in 867.78K BRC Group Holdings shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools