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B. Riley Financial (RILY) Institutional Ownership

B. Riley Financial logo
$8.18 -0.51 (-5.87%)
Closing price 04:00 PM Eastern
Extended Trading
$8.41 +0.23 (+2.82%)
As of 08:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for B. Riley Financial (NASDAQ:RILY)

Current
Institutional Ownership
Percentage
50.20%
Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$11.88M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$4.11M
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RILY Institutional Buying and Selling by Quarter

B. Riley Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026 Bank of New York Mellon Corp14,654$107K0.0%-31.7%0.042%
2/19/2026Invesco Ltd.147,828$690K0.0%-3.1%0.474%
2/18/2026XTX Topco Ltd47,324$221K0.0%N/A0.152%
2/18/2026CastleKnight Management LP121,700$568K0.0%N/A0.390%
2/18/2026Boothbay Fund Management LLC12,742$60K0.0%N/A0.041%
2/18/2026Bridgeway Capital Management LLC40,000$187K0.0%N/A0.128%
2/18/2026683 Capital Management LLC80,000$374K0.0%N/A0.256%
2/17/2026Jump Financial LLC148,514$694K0.0%N/A0.476%
2/17/2026Price T Rowe Associates Inc. MD19,500$92K0.0%N/A0.062%
2/16/2026OMERS ADMINISTRATION Corp87,600$409K0.0%N/A0.281%
2/16/2026Barclays PLC24,609$115K0.0%+235.5%0.079%
2/13/2026 Kestra Advisory Services LLC5,375$25K0.0%-52.7%0.017%
2/13/2026Charles Schwab Investment Management Inc.1,123,179$5.25M0.0%+25.0%3.598%
2/13/2026Wells Fargo & Company MN60,006$280K0.0%+1,200,020.0%0.192%
2/12/2026 Brooklyn Investment Group21,311$100K0.0%-30.8%0.070%
2/12/2026Federated Hermes Inc.329,222$1.54M0.0%+82.2%1.076%
2/12/2026Bank of Montreal Can33,502$156K0.0%+76.3%0.109%
2/11/2026 Straight Path Wealth Management41,300$193K0.1%-51.6%0.135%
2/10/2026Goldman Sachs Group Inc.35,173$164K0.0%-50.0%0.115%
2/9/2026Geode Capital Management LLC194,105$907K0.0%+1.0%0.634%
1/29/2026 Sanctuary Advisors LLC11,825$55K0.0%-66.7%0.039%
1/7/2026 Magnus Financial Group LLC10,000$47K0.0%N/A0.033%
11/17/2025Millennium Management LLC367,984$2.20M0.0%+51.3%1.203%
11/17/2025Bank of America Corp DE6,963$42K0.0%+237.2%0.023%
11/14/2025 Brooklyn Investment Group30,792$184K0.0%+237.4%0.101%
11/14/2025Two Sigma Investments LP169,977$1.02M0.0%+551.3%0.556%
11/14/2025Soviero Asset Management LP370,000$2.21M1.1%N/A1.209%
11/14/2025Squarepoint Ops LLC18,683$112K0.0%-71.2%0.061%
11/12/2025Cresset Asset Management LLC13,263$79K0.0%N/A0.043%
11/12/2025Level Four Advisory Services LLC22,000$131K0.0%N/A0.072%
11/7/2025Vanguard Group Inc.851,840$5.09M0.0%+1.2%2.784%
11/4/2025Allianz Asset Management GmbH181,936$1.09M0.0%N/A0.595%
11/4/2025Jones Financial Companies Lllp17,050$107K0.0%-38.4%0.056%
10/31/2025 B. Riley Wealth Advisors Inc.40,870$244K0.0%-21.0%0.134%
10/14/2025 Farther Finance Advisors LLC4,126$25K0.0%N/A0.013%
10/10/2025 Matauro LLC39,884$238K0.0%N/A0.130%
8/19/2025 B. Riley Wealth Advisors Inc.51,765$154K0.0%N/A0.170%
8/15/2025Engineers Gate Manager LP17,106$51K0.0%+70.0%0.056%
8/14/2025Federated Hermes Inc.179,960$534K0.0%+78.0%0.590%
8/13/2025Jump Financial LLC15,188$45K0.0%N/A0.050%
8/13/2025Invesco Ltd.139,191$413K0.0%-14.0%0.456%
8/13/2025Russell Investments Group Ltd.14,504$43K0.0%+144.9%0.048%
8/12/2025XTX Topco Ltd62,517$186K0.0%+4.2%0.205%
8/8/2025Geode Capital Management LLC181,218$538K0.0%-60.6%0.594%
8/7/2025Addison Advisors LLC11,545$34K0.0%+37.8%0.038%
8/5/2025Bank of Montreal Can12,002$36K0.0%-19.0%0.039%
8/4/2025 Simon Quick Advisors LLC16,000$48K0.0%N/A0.052%
7/29/2025 Straight Path Wealth Management90,500$269K0.1%-3.2%0.297%
6/27/2025Goldman Sachs Group Inc.182,991$708K0.0%-60.6%0.600%
5/16/2025Goldman Sachs Group Inc.182,991$708K0.0%-60.6%0.600%
5/15/2025Vident Advisory LLC10,544$41K0.0%N/A0.035%
5/12/2025Invesco Ltd.161,794$626K0.0%+4.6%0.531%
5/9/2025Charles Schwab Investment Management Inc.417,155$1.61M0.0%+110.6%1.368%
5/8/2025XTX Topco Ltd59,986$232K0.0%N/A0.197%
5/8/2025Federated Hermes Inc.101,113$391K0.0%+87.5%0.332%
4/29/2025Bank of New York Mellon Corp61,374$238K0.0%+7.5%0.201%
4/28/2025Straight Path Wealth Management93,500$362K0.1%+12.2%0.307%
2/25/2025B. Riley Wealth Advisors Inc.43,221$198K0.0%-11.1%0.142%
2/19/2025Toronto Dominion Bank20,006$92K0.0%+666,766.7%0.066%
2/17/2025Two Sigma Investments LP49,220$226K0.0%-74.0%0.161%
2/17/2025Toronto Dominion Bank20,006$92K0.0%+666,766.7%0.066%
2/17/2025Nokomis Capital L.L.C.41,655$191K0.1%-17.3%0.137%
2/17/2025Millennium Management LLC197,466$906K0.0%-10.9%0.647%
2/17/2025BNP Paribas Financial Markets10,450$48K0.0%-52.0%0.034%
2/14/2025Northern Trust Corp171,600$788K0.0%-6.0%0.563%
2/13/2025Federated Hermes Inc.53,926$248K0.0%+144.1%0.177%
2/13/2025Wells Fargo & Company MN9,543$44K0.0%+44.8%0.031%
2/11/2025Intech Investment Management LLC10,050$46K0.0%N/A0.033%
2/6/2025Charles Schwab Investment Management Inc.198,041$909K0.0%-26.0%0.649%
2/6/2025Jones Financial Companies Lllp9,710$45K0.0%+1,049.1%0.032%
1/31/2025Sanctuary Advisors LLC15,928$74K0.0%-19.2%0.052%
1/17/2025Albion Financial Group UT6,500$30K0.0%N/A0.021%
1/16/2025Davies Financial Advisors Inc.154,495$709K0.6%-30.4%0.510%
12/26/2024JPMorgan Chase & Co.21,658$114K0.0%+37.6%0.071%
12/13/2024B. Riley Wealth Advisors Inc.48,638$253K0.0%-37.3%0.161%
11/25/2024Sanctuary Advisors LLC19,724$100K0.0%N/A0.065%
11/16/2024Geode Capital Management LLC437,126$2.30M0.0%-0.6%1.443%
11/15/2024XTX Topco Ltd33,755$177K0.0%+72.9%0.111%
11/15/2024State Street Corp481,755$2.53M0.0%-46.9%1.590%
11/15/2024Point72 DIFC Ltd13,385$70K0.0%N/A0.044%
11/15/2024Point72 Asia Singapore Pte. Ltd.5,601$29K0.0%N/A0.018%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC28,677$151K0.0%-8.8%0.095%
11/13/2024BNP Paribas Financial Markets21,787$114K0.0%+136.0%0.072%
11/13/2024FMR LLC10,075$53K0.0%+1,085.3%0.033%
11/12/2024Charles Schwab Investment Management Inc.267,576$1.41M0.0%-20.7%0.883%
11/6/2024Straight Path Wealth Management84,500$444K0.2%+30.0%0.279%
10/17/2024LexAurum Advisors LLC12,100$64K0.0%-48.4%0.040%
10/9/2024Davies Financial Advisors Inc.221,960$1.17M1.0%+95.1%0.733%
8/26/2024Ariadne Wealth Management LP5,811$103K0.1%N/A0.019%
8/20/2024Nantahala Capital Management LLC23,976$423K0.0%-61.7%0.079%
8/19/2024B. Riley Wealth Advisors Inc.77,552$1.37M0.0%+239.7%0.256%
8/16/2024Straight Path Wealth Management65,000$1.15M0.6%-15.8%0.215%
8/14/2024Marshall Wace LLP28,877$509K0.0%N/A0.095%
8/14/2024Public Sector Pension Investment Board36,008$635K0.0%+5.0%0.119%
8/13/2024Ensign Peak Advisors Inc10,750$190K0.0%N/A0.035%
8/12/2024Intech Investment Management LLC14,413$254K0.0%N/A0.048%
8/12/2024Inspire Investing LLC20,004$353K0.0%+17.4%0.066%
8/12/2024XTX Topco Ltd19,523$344K0.0%+26.4%0.064%
8/9/2024Dimensional Fund Advisors LP113,002$1.99M0.0%-9.5%0.373%
8/7/2024Texas Permanent School Fund Corp26,774$472K0.0%+88.2%0.088%


RILY Institutional Ownership - Frequently Asked Questions

During the previous two years, 76 institutional investors and hedge funds held shares of B. Riley Financial. The most heavily invested institutionals were Charles Schwab Investment Management Inc. ($5.25M), Vanguard Group Inc. ($5.09M), State Street Corp ($2.53M), Soviero Asset Management LP ($2.21M), Millennium Management LLC ($2.20M), Commonwealth Equity Services LLC ($2.05M), and Dimensional Fund Advisors LP ($1.99M).Learn more on B. Riley Financial's institutional investors.

50.20% of B. Riley Financial's stock is owned by institutional investors. Learn more on RILY's institutional investor holdings.

Of the 58 institutional investors that purchased B. Riley Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Charles Schwab Investment Management Inc. ($443.97K), Soviero Asset Management LP ($370K), Federated Hermes Inc. ($306.42K), Davies Financial Advisors Inc. ($221.96K), Allianz Asset Management GmbH ($181.94K), Jump Financial LLC ($163.70K), and Two Sigma Investments LP ($143.88K).

Institutional investors have bought a total of 2,390,993 shares in the last 24 months. This purchase volume represents approximately $11.88M in transactions.

Of the 12 institutional investors that sold B. Riley Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Goldman Sachs Group Inc. ($596.99K), Geode Capital Management LLC ($278.52K), Straight Path Wealth Management ($47K), Squarepoint Ops LLC ($46.11K), Invesco Ltd. ($27.35K), Sanctuary Advisors LLC ($23.64K), and B. Riley Wealth Advisors Inc. ($10.90K).

Institutional investors have sold a total of 1,066,235 shares in the last 24 months. This volume of shares sold represents approximately $4.11M in transactions.


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This page (NASDAQ:RILY) was last updated on 5/8/2026 by MarketBeat.com Staff.
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