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

Overview RevenueFinancials Chart Transcripts

B. Riley Financial Ownership Summary

B. Riley Financial is owned by 16.81% institutional investors, 47.40% insiders, and 35.79% retail investors. Blackrock is the largest institutional shareholder, holding 9.35% of RILY shares. iShares Russell 2000 ETF is the top mutual fund, with 2.02% of its assets in B. Riley Financial shares.

RILY Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	B. Riley Financial	16.81%	47.40%	35.79%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Financial Conglomerates Stocks	38.11%	29.78%	32.11%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	2.81M	9.35%	$49.49M
Blackrock funding, inc. /de	1.54M	5.09%	$7.09M
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
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	0.60%	$709.13K
Straight path wealth management	83.30K	0.15%	$382.35K
Muzinich	10.00K	0.13%	$176.40K
Mork capital management	25.00K	0.08%	$114.75K
Nokomis capital	41.66K	0.07%	$191.20K
Mirae asset securities (usa)	196.07K	0.04%	$899.98K
B. riley wealth advisors	77.55K	0.03%	$1.37M
Clear street markets	5.00K	0.02%	$88.00K
Group one trading	643.20K	0.01%	$2.95B

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
Mirae asset securities (usa)	196.07K	0.04%	196.07K
Morgan stanley	307.22K	0.00%	72.56K

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
Group one trading	643.20K	0.01%	643.20K	$2.95B
Mirae asset securities (usa)	196.07K	0.04%	196.07K	$899.98K
Exoduspoint capital management, lp	50.00K	0.00%	50.00K	$230.00K
Kestra advisory services	16.10K	0.00%	16.10K	$73.90K
Walleye capital	10.10K	0.00%	10.10K	$178.16K

Sold Out

Holder	Change
Godsey & gibb	-1.00
Nelson, van denburg & campbell wealth management group	-5.00
Parkside financial bank & trust	-6.00
Sanctuary wealth management	-10.00
Farmers & merchants investments	-11.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Russell 2000 ETF	617.16K	2.02%	-5.33K
Vanguard US Total Market Shares ETF	595.81K	1.95%	-
Vanguard Total Stock Mkt Idx Inv	524.44K	1.72%	-
Vanguard Institutional Extnd Mkt Idx Tr	261.47K	0.86%	-
Schwab Fundamental U.S. Small CompanyETF	239.18K	0.78%	190.00
Fidelity Small Cap Index	200.04K	0.66%	-3.75K
iShares Russell 2000 Growth ETF	184.17K	0.60%	-876.00
State St Russell Sm/Mid Cp® Indx NL Cl C	163.74K	0.54%	-
State St Russell Sm/Mid Cp® Indx SL Cl I	163.74K	0.54%	-
Invesco RAFI US 1500 Small-Mid ETF	155.02K	0.51%	-

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 16.81%, followed by 47.40% insiders and 35.79% retail investors. The average institutional ownership in B. Riley Financial's industry, Financial Conglomerates Stocks, is 38.11%, 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%), Blackrock funding, inc. /de (1.54M shares, 5.09%), and Vanguard group (992.17K shares, 3.27%). Together, they hold 17.71% 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?

iShares Russell 2000 ETF is the top mutual fund holder of B. Riley Financial shares, with 2.02% of its total shares outstanding invested in 617.16K B. Riley Financial shares.

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