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

Overview RevenueFinancials Chart Transcripts

B. Riley Financial Ownership Summary

B. Riley Financial is owned by 16.91% institutional investors, 46.80% insiders, and 36.28% 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

Type	Name	% Inst	% Insiders	% Retail
Stock	B. Riley Financial	16.91%	46.80%	36.28%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Financial Conglomerates Stocks	96.69%	16.78%	-13.47%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	2.81M	9.35%	$49.49M
Vanguard group	992.17K	3.27%	$4.55M
State street	906.63K	3.02%	$15.99M
Group one trading	643.20K	2.12%	$2.95B
D. e. shaw	536.96K	1.77%	$2.46M
Goldman sachs group	463.92K	1.53%	$2.13M
Geode capital management	436.17K	1.44%	$2.00M
Blackrock funding, inc. /de	363.13K	1.19%	$1.08M
Morgan stanley	307.22K	1.02%	$5.42M
Northern trust	195.87K	0.65%	$3.46M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Medici capital	63.10K	2.40%	$1.11M
Davies financial advisors	154.50K	0.36%	$458.85K
Muzinich	10.00K	0.13%	$176.40K
Straight path wealth management	90.50K	0.09%	$268.79K
Mork capital management	25.00K	0.05%	$74.25K
B. riley wealth advisors	77.55K	0.03%	$1.37M
Vr advisory services	52.00K	0.03%	$97.81K
Clear street markets	5.00K	0.02%	$88.00K
Marathon trading investment management	40.28K	0.01%	$119.64K
Addison advisors	11.54K	0.01%	$34.29K

Top Buyers

Holder	Shares	% Assets	Change
Group one trading	643.20K	0.01%	643.20K
D. e. shaw	536.96K	0.00%	491.73K
Goldman sachs group	463.92K	0.00%	364.18K
Morgan stanley	307.22K	0.00%	72.56K
Simplex trading	67.47K	0.00%	67.47K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	363.13K	-	-1.12M
Potrero capital research	-	-	-680.00K
Punch & associates investment management	-	-	-660.92K
Soros fund management	-	-	-600.00K
Capital fund management	-	-	-380.01K

New Positions

Holder	Shares	% Assets	Change	Value
Group one trading	643.20K	0.01%	643.20K	$2.95B
Vr advisory services	52.00K	0.03%	52.00K	$97.81K
State of wisconsin investment board	48.73K	0.00%	48.73K	$144.74K
Hrt financial lp	45.82K	0.00%	45.82K	$136.00K
Marathon trading investment management	40.28K	0.01%	40.28K	$119.64K

Sold Out

Holder	Change
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

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	83	-15.31%	5,158,643	-25.27%	16	12.25%	41	-6.82%	23	-11.54%
Mar 31, 2025	3	-97.22%	24,805	-99.68%	-	0.01%	1	-97.22%	-	-100.00%
Dec 31, 2024	69	-53.38%	5,102,275	-37.30%	16	2.28%	23	-65.15%	24	-42.86%
Sep 30, 2024	144	-2.70%	8,068,876	-21.47%	26	2.29%	65	1.56%	41	-24.07%
Jun 30, 2024	145	-12.65%	10,182,418	-14.44%	33	2.19%	62	-6.06%	54	-3.57%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	595.81K	1.95%	-
iShares Russell 2000 ETF	583.12K	1.91%	-
Vanguard Total Stock Mkt Idx Inv	513.11K	1.68%	-11.32K
Schwab Fundamental U.S. Small CompanyETF	497.73K	1.63%	-
Fidelity Small Cap Index	216.88K	0.71%	-3.08K
iShares Russell 2000 Growth ETF	214.57K	0.70%	-
Federated Hermes MDT SCG Institutional	179.96K	0.59%	78.85K
Federated Hermes MDT Small Cap Growth IS	179.96K	0.59%	78.85K
Vanguard Institutional Extnd Mkt Idx Tr	179.62K	0.59%	-81.85K
State St Russell Sm/Mid Cp® Indx NL Cl C	163.74K	0.54%	-

Recent Insider Transactions

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

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	-
2025 Q1	-	-
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	10	1

RILY Ownership FAQ

Who Owns B. Riley Financial?

B. Riley Financial shareholders are primarily institutional investors at 16.91%, followed by 46.80% insiders and 36.29% retail investors. The average institutional ownership in B. Riley Financial's industry, Financial Conglomerates Stocks, is 96.69%, 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%), Vanguard group (992.17K shares, 3.27%), and State street (906.64K shares, 3.02%). Together, they hold 15.65% 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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