B. RILEY FINANCIAL INC (RILY) Institutional Ownership Changes & 13F Activity
B. RILEY FINANCIAL INC (RILY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include First Eagle U.S. Value, Citadel Advisors Llc, Susquehanna International Group, Llp, Millennium Management Llc, and Charles Schwab Investment Management Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +370,782 | +1171.4% | 402,436 | $3.24M | Q2 2026 | Sep 02, 2026 |
| First Eagle U.S. Value | Buy | +680,961 | — | 680,961 | $5.47M | Q2 2026 | Aug 24, 2026 |
| California State Teachers Retirement System | Buy | +319 | — | 319 | $2.56K | Q2 2026 | Aug 24, 2026 |
| Public Employees Retirement System Of Ohio | Sell | -1,130 | -22.2% | 3,971 | $31.93K | Q2 2026 | Aug 17, 2026 |
| Susquehanna International Group, Llp | Sell | -301,609 | -96.4% | 11,166 | $89.78K | Q2 2026 | Aug 14, 2026 |
| Millennium Management Llc | Sell | -288,163 | -96.4% | 10,703 | $86.05K | Q2 2026 | Aug 14, 2026 |
| Charles Schwab Investment Management Inc | Sell | -203,379 | -19.7% | 830,965 | $6.68M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +159,762 | — | 159,762 | $1.28M | Q2 2026 | Aug 14, 2026 |
| Susquehanna Fundamental Investments, Llc | Buy | +86,495 | +151.0% | 143,787 | $1.16M | Q2 2026 | Aug 14, 2026 |
| Group One Trading Llc | Buy | +62,535 | +47.3% | 194,692 | $1.57M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +43,349 | +62.7% | 112,497 | $904.48K | Q2 2026 | Aug 14, 2026 |
| Castleknight Management Lp | Buy | +42,500 | +65.6% | 107,289 | $862.60K | Q2 2026 | Aug 14, 2026 |
| Man Group Plc | Buy | +34,605 | — | 34,605 | $278.22K | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager Lp | Buy | +33,846 | +158.8% | 55,159 | $443.48K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -27,917 | -25.7% | 80,699 | $648.82K | Q2 2026 | Aug 14, 2026 |
| Alliancebernstein L.P. | Buy | +27,300 | — | 27,300 | $199.84K | Q2 2026 | Aug 14, 2026 |
| Hudson Bay Capital Management Lp | Sell | -25,310 | -66.7% | 12,646 | $101.67K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -22,810 | -42.4% | 31,020 | $249.40K | Q2 2026 | Aug 14, 2026 |
| Price T Rowe Associates Inc | Buy | +19,000 | +125.8% | 34,100 | $275.00K | Q2 2026 | Aug 14, 2026 |
| Exoduspoint Capital Management, Lp | Buy | +18,445 | — | 18,445 | $148.30K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +17,398 | +30.5% | 74,404 | $598.21K | Q2 2026 | Aug 14, 2026 |
| Barclays Plc | Sell | -14,521 | -66.3% | 7,374 | $59.29K | Q2 2026 | Aug 14, 2026 |
| Metlife Investment Management, Llc | Buy | +13,867 | — | 13,867 | $111.49K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +12,496 | +322.4% | 16,372 | $131.63K | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Etfs Holdings Ltd. | Buy | +10,667 | — | 10,667 | $85.76K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +9,543 | +4.1% | 242,018 | $1.95M | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | Buy | +8,394 | — | 8,394 | $67.49K | Q2 2026 | Aug 14, 2026 |
| Bridgeway Capital Management, Llc | Buy | +4,500 | +9.8% | 50,400 | $405.22K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +3,088 | +424.2% | 3,816 | $31.00K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Sell | -691 | -18.1% | 3,125 | $23.59K | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about RILY activity
Which institutional owners are buying RILY?
Institutional owners buying RILY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in RILY activity?
"Buy" means an investor increased their reported position in RILY compared to the prior reporting period. This reflects growing exposure to B. RILEY FINANCIAL INC (RILY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in RILY increasing?
Institutional interest in RILY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related RILY Institutional Insights
- RILY Overview
- RILY 13F Institutional Holders
- RILY Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- RILY Insider Trading & SEC Form 4 Activity
- RILY Articles
- Top Institutional Investor Stock Rankings