BRC Group Holdings Ownership | Who Owns BRC Group Holdings?
BRC Group Holdings Ownership Summary
BRC Group Holdings is owned by 21.14% institutional investors, 33.69% insiders, and 45.17% 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 2.19% of its assets in BRC Group Holdings shares.
RILY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | BRC Group Holdings | 21.14% | 33.69% | 45.17% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Financial Conglomerates Stocks | 7306.36% | 8.40% | -7214.76% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 2.81M | 9.35% | $49.49M |
| Charles schwab investment management | 1.03M | 3.39% | $7.57M |
| Vanguard group | 921.11K | 3.01% | $4.30M |
| Allianz asset management gmbh | 589.72K | 1.93% | $4.32M |
| D. e. shaw | 536.96K | 1.77% | $2.46M |
| Blackrock funding, inc. /de | 409.19K | 1.34% | $3.00M |
| Soviero asset management, lp | 370.00K | 1.21% | $2.21M |
| Federated hermes | 329.44K | 1.08% | $2.41M |
| Susquehanna group, llp | 312.77K | 1.02% | $2.29M |
| Millennium management | 298.87K | 0.98% | $2.19M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Medici capital | 63.10K | 2.40% | $1.11M |
| Soviero asset management, lp | 370.00K | 1.15% | $2.21M |
| Muzinich | 10.00K | 0.13% | $176.40K |
| Mork capital management | 25.00K | 0.13% | $183.00K |
| Straight path wealth management | 43.80K | 0.09% | $320.62K |
| Vr advisory services | 52.00K | 0.06% | $230.72K |
| State of wyoming | 49.09K | 0.04% | $359.32K |
| Quinn opportunity partners | 85.00K | 0.03% | $622.20K |
| 683 capital management | 60.00K | 0.02% | $439.20K |
| B. riley wealth advisors | 49.02K | 0.02% | $334.32K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| D. e. shaw | 536.96K | 0.00% | 491.73K |
| Soviero asset management, lp | 370.00K | 1.15% | 370.00K |
| Millennium management | 298.87K | 0.00% | 298.87K |
| Allianz asset management gmbh | 589.72K | 0.00% | 291.61K |
| Renaissance | 250.22K | 0.00% | 250.22K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| 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
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Soviero asset management, lp | 370.00K | 1.15% | 370.00K | $2.21M |
| Renaissance | 250.22K | 0.00% | 250.22K | $1.83M |
| Vanguard fiduciary trust | 103.66K | 0.00% | 103.66K | $758.81K |
| Quinn opportunity partners | 85.00K | 0.03% | 85.00K | $622.20K |
| Hrt financial lp | 82.25K | 0.00% | 82.25K | $602.00K |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 45 | -46.43% | 6,459,772 | 8.99% | 21 | 5.62% | 20 | -44.44% | 11 | -54.17% |
| Dec 31, 2025 | 48 | -46.67% | 4,201,210 | -33.08% | 13 | 3.25% | 19 | -59.57% | 13 | -13.33% |
| Sep 30, 2025 | 87 | 7.41% | 6,241,107 | 23.47% | 20 | 7.45% | 44 | 7.32% | 15 | -31.82% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Schwab Fundamental U.S. Small CompanyETF | 770.02K | 2.19% | 6.57K |
| Vanguard US Total Market Shares ETF | 595.81K | 1.95% | - |
| iShares Russell 2000 ETF | 583.12K | 1.91% | - |
| Vanguard Total Stock Mkt Idx Inv | 574.87K | 1.64% | - |
| PIMCO RAE US Small Instl | 229.69K | 0.72% | 90.04K |
| PIMCO RAE US Small | 229.69K | 0.72% | 90.04K |
| Fidelity Small Cap Index | 216.88K | 0.71% | -3.08K |
| iShares Russell 2000 Growth ETF | 214.57K | 0.70% | - |
| Bridge Builder Small/Mid Cap Growth | 206.20K | 0.59% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 200.32K | 0.57% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 14, 2026 | Forman Alan N | EVP, General Counsel, Sec | Sell | $680.32K |
| May 13, 2026 | Forman Alan N | EVP, General Counsel, Sec | Sell | $176.37K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 2 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
RILY Ownership FAQ
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