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

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B. Riley Financial Ownership Summary

B. Riley Financial is owned by 26.91% institutional investors, 47.40% insiders, and 25.70% retail investors. Blackrock is the largest institutional shareholder, holding 9.35% of RILY shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.97% of its assets in B. Riley Financial shares.

RILY Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	B. Riley Financial	26.91%	47.40%	25.70%
Sector	Financial Services Stocks	43.55%	12.63%	43.82%
Industry	Financial Conglomerates Stocks	47.28%	16.42%	36.30%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	2.81M	9.35%	$49.49M
Vanguard group	1.27M	4.23%	$22.36M
State street	906.63K	3.02%	$15.99M
Invesco	566.62K	1.89%	$10.00M
Geode capital management	439.61K	1.47%	$7.76M
Charles schwab investment management	337.28K	1.12%	$5.95M
Morgan stanley	307.22K	1.02%	$5.42M
Northern trust	195.87K	0.65%	$3.46M
Bank of new york mellon	132.17K	0.44%	$2.33M
Jane street group	114.26K	0.38%	$2.02M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Medici capital	63.10K	2.40%	$1.11M
Davies financial advisors	113.75K	1.87%	$2.01M
Straight path wealth management	65.00K	0.59%	$1.15M
Mork capital management	25.00K	0.35%	$441.00K
Nokomis capital	53.05K	0.33%	$935.89K
Ridgewood investments	18.40K	0.16%	$324.65K
Muzinich	10.00K	0.13%	$176.40K
Lexaurum advisors	23.43K	0.10%	$413.31K
B. riley wealth advisors	77.55K	0.03%	$1.37M
Xtx topco	19.52K	0.03%	$344.39K

Top Buyers

Holder	Shares	% Assets	Change
Davies financial advisors	113.75K	1.87%	113.75K
Morgan stanley	307.22K	0.00%	72.56K
Medici capital	63.10K	2.40%	62.92K
B. riley wealth advisors	77.55K	0.03%	54.72K
Goldman sachs group	79.62K	0.00%	31.66K

Top Sellers

Holder	Shares	% Assets	Change
Potrero capital research	-	-	-680.00K
Punch & associates investment management	-	-	-660.92K
Soros fund management	-	-	-600.00K
Allspring global investments	-	-	-219.01K
Invesco	566.62K	0.00%	-194.79K

New Positions

Holder	Shares	% Assets	Change	Value
Davies financial advisors	113.75K	1.87%	113.75K	$2.01M
Hrt financial lp	30.92K	0.00%	30.92K	$545.00K
Corebridge financial	11.67K	0.00%	11.67K	$205.84K
Walleye capital	10.10K	0.00%	10.10K	$178.16K
Muzinich	10.00K	0.13%	10.00K	$176.40K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-5.00
Parkside financial bank & trust	-6.00
Rothschild investment	-10.00
Huntington national bank	-10.00
Sanctuary wealth management	-10.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2024	166	1.22%	11,901,512	-22.47%	39	1.50%	66	-29.79%	56	43.59%
Dec 31, 2023	164	-5.20%	15,351,684	4.30%	51	1.89%	94	-2.08%	39	-15.22%
Sep 30, 2023	173	3.59%	14,718,516	16.09%	52	2.65%	96	52.38%	46	-34.29%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	595.81K	1.97%	-
iShares Russell 2000 ETF	537.79K	1.78%	-1.20K
Vanguard Institutional Extnd Mkt Idx Tr	261.47K	0.86%	-
Fidelity Small Cap Index	209.82K	0.69%	-4.13K
iShares Russell 2000 Growth ETF	186.82K	0.62%	-
State St Russell Sm/Mid Cp® Indx NL Cl C	166.24K	0.55%	-4.20K
Invesco FTSE RAFI US 1500 Small-Mid ETF	148.47K	0.49%	-
Vanguard Tax-Managed Small Cap Adm	119.20K	0.39%	-
Schwab Fundamental U.S. Small CompanyETF	104.96K	0.35%	-
Fidelity Extended Market Index	96.49K	0.32%	-1.12K

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
2024 Q1	-	-
2023 Q4	10	1
2023 Q3	9	-
2023 Q2	4	-
2023 Q1	23	-

RILY Ownership FAQ

Who Owns B. Riley Financial?

B. Riley Financial shareholders are primarily institutional investors at 26.91%, followed by 47.40% insiders and 25.69% retail investors. The average institutional ownership in B. Riley Financial's industry, Financial Conglomerates Stocks, is 47.28%, 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 (1.27M shares, 4.23%), and State street (906.64K shares, 3.02%). Together, they hold 16.60% 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 Total Stock Mkt Idx Inv is the top mutual fund holder of B. Riley Financial shares, with 1.97% of its total shares outstanding invested in 595.81K B. Riley Financial shares.

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