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B. Riley Financial (RILY) Institutional Ownership

B. Riley Financial logo
$9.32 -0.95 (-9.25%)
Closing price 04:00 PM Eastern
Extended Trading
$9.41 +0.09 (+0.97%)
As of 04:56 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
$13.54M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$3.56M
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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
5/19/2026 Bank of America Corp DE53,830$394K0.0%+2,715.4%0.145%
5/15/2026 OMERS ADMINISTRATION Corp17,000$124K0.0%-80.6%0.046%
5/14/2026 Renaissance Technologies LLC250,218$1.83M0.0%N/A0.674%
5/14/2026 State of Wyoming49,087$359K0.0%N/A0.132%
5/13/2026 Cetera Investment Advisers21,453$157K0.0%-10.2%0.058%
5/5/2026 Bank of New York Mellon Corp14,654$107K0.0%-31.7%0.042%
2/19/2026 Invesco Ltd.147,828$690K0.0%-3.1%0.474%
2/18/2026 XTX Topco Ltd47,324$221K0.0%N/A0.152%
2/18/2026 CastleKnight Management LP121,700$568K0.0%N/A0.390%
2/18/2026 Boothbay Fund Management LLC12,742$60K0.0%N/A0.041%
2/18/2026 Bridgeway Capital Management LLC40,000$187K0.0%N/A0.128%
2/18/2026 683 Capital Management LLC80,000$374K0.0%N/A0.256%
2/17/2026 Jump Financial LLC148,514$694K0.0%N/A0.476%
2/17/2026 Price T Rowe Associates Inc. MD19,500$92K0.0%N/A0.062%
2/16/2026 OMERS ADMINISTRATION Corp87,600$409K0.0%N/A0.281%
2/16/2026 Barclays PLC24,609$115K0.0%+235.5%0.079%
2/13/2026 Kestra Advisory Services LLC5,375$25K0.0%-52.7%0.017%
2/13/2026 Charles Schwab Investment Management Inc.1,123,179$5.25M0.0%+25.0%3.598%
2/13/2026 Wells 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%
2/12/2026 Federated Hermes Inc.329,222$1.54M0.0%+82.2%1.076%
2/12/2026 Bank of Montreal Can33,502$156K0.0%+76.3%0.109%
2/11/2026 Straight Path Wealth Management41,300$193K0.1%-51.6%0.135%
2/10/2026 Goldman Sachs Group Inc.35,173$164K0.0%-50.0%0.115%
2/9/2026 Geode 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%
11/17/2025 Millennium Management LLC367,984$2.20M0.0%+51.3%1.203%
11/17/2025 Bank of America Corp DE6,963$42K0.0%+237.2%0.023%
11/14/2025 Brooklyn Investment Group30,792$184K0.0%+237.4%0.101%
11/14/2025 Two Sigma Investments LP169,977$1.02M0.0%+551.3%0.556%
11/14/2025 Soviero Asset Management LP370,000$2.21M1.1%N/A1.209%
11/14/2025 Squarepoint Ops LLC18,683$112K0.0%-71.2%0.061%
11/12/2025 Cresset Asset Management LLC13,263$79K0.0%N/A0.043%
11/12/2025 Level Four Advisory Services LLC22,000$131K0.0%N/A0.072%
11/7/2025Vanguard Group Inc.851,840$5.09M0.0%+1.2%2.784%
11/4/2025 Allianz Asset Management GmbH181,936$1.09M0.0%N/A0.595%
11/4/2025 Jones 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%
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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%
8/15/2025 Engineers Gate Manager LP17,106$51K0.0%+70.0%0.056%
8/14/2025 Federated Hermes Inc.179,960$534K0.0%+78.0%0.590%
8/13/2025 Jump Financial LLC15,188$45K0.0%N/A0.050%
8/13/2025 Invesco Ltd.139,191$413K0.0%-14.0%0.456%
8/13/2025 Russell Investments Group Ltd.14,504$43K0.0%+144.9%0.048%
8/12/2025 XTX Topco Ltd62,517$186K0.0%+4.2%0.205%
8/8/2025 Geode Capital Management LLC181,218$538K0.0%-60.6%0.594%
8/7/2025 Addison Advisors LLC11,545$34K0.0%+37.8%0.038%
8/5/2025 Bank 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%
6/27/2025 Goldman 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%
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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%


RILY Institutional Ownership - Frequently Asked Questions

During the previous two years, 73 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 57 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), Renaissance Technologies LLC ($250.22K), Davies Financial Advisors Inc. ($221.96K), Allianz Asset Management GmbH ($181.94K), and Jump Financial LLC ($163.70K).

Institutional investors have bought a total of 2,505,398 shares in the last 24 months. This purchase volume represents approximately $13.54M in transactions.

Of the 14 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. ($316.06K), Geode Capital Management LLC ($278.52K), OMERS ADMINISTRATION Corp ($70.60K), Straight Path Wealth Management ($47K), Squarepoint Ops LLC ($46.11K), Invesco Ltd. ($27.35K), and Sanctuary Advisors LLC ($23.64K).

Institutional investors have sold a total of 858,346 shares in the last 24 months. This volume of shares sold represents approximately $3.56M in transactions.


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This page (NASDAQ:RILY) was last updated on 5/29/2026 by MarketBeat.com Staff.
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