RILY Institutional Ownership & Shareholders
B. RILEY FINANCIAL INC (RILY) is currently held by 94 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $135.16M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Equitec Proprietary Markets, Llc is currently the largest disclosed institutional shareholder of RILY tracked by InsiderSet, reporting ownership valued at approximately $27.32M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $13.08M, representing an estimated loss of -52.11% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed RILY value among the investors covered in this analysis. Major shareholders include Equitec Proprietary Markets, Llc, Dba Trading, Llc, Blackrock, Inc., and several other long-term asset managers with concentrated positions in B. RILEY FINANCIAL INC (RILY).
This page ranks the largest institutional RILY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
94
Total Reported Value
$135.16M
Largest Holder
Equitec Proprietary Markets, Llc
Largest Position
$27.32M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
127
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Equitec Proprietary Markets, Llc | 6.75% | 3,397,611 | $27,316,792 | $13,080,802 | -$14,235,990 | -52.11% | |
| Dba Trading, Llc | 11.88% | 3,227,869 | $23,628,001 | $12,427,296 | -$11,200,705 | -47.40% | |
| Blackrock, Inc. | 0.00% | 1,734,708 | $13,947,055 | $6,678,626 | -$7,268,429 | -52.11% | |
| Vanguard Capital Management Llc | 0.00% | 1,096,895 | $8,819,036 | $4,223,046 | -$4,595,990 | -52.11% | |
| Charles Schwab Investment Management Inc | 0.00% | 830,965 | $6,680,959 | $3,199,215 | -$3,481,744 | -52.11% | |
| First Eagle U.S. Value | Jean-Marie Eveillard | 0.01% | 680,961 | $5,474,926 | $2,621,700 | -$2,853,226 | -52.11% |
| Advisors Asset Management, Inc. | 0.07% | 57,804 | $5,136,463 | $222,545 | -$4,913,918 | -95.67% | |
| Geode Capital Management, Llc | 0.00% | 622,769 | $5,008,310 | $2,397,661 | -$2,610,649 | -52.13% | |
| Marshall Wace, Llp | 0.00% | 449,676 | $3,615,397 | $1,731,253 | -$1,884,144 | -52.11% | |
| Citadel Advisors Llc | 0.00% | 402,436 | $3,235,586 | $1,549,379 | -$1,686,207 | -52.11% | |
| Federated Hermes, Inc. | 0.00% | 331,798 | $2,667,656 | $1,277,422 | -$1,390,234 | -52.11% | |
| State Street Corp | 0.00% | 293,518 | $2,359,885 | $1,130,044 | -$1,229,841 | -52.11% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 244,500 | $1,965,780 | $941,325 | -$1,024,455 | -52.11% |
| Jane Street Group, Llc | 0.00% | 242,018 | $1,945,825 | $931,769 | -$1,014,056 | -52.11% | |
| Group One Trading Llc | 0.05% | 194,692 | $1,565,324 | $749,564 | -$815,760 | -52.11% | |
| Vanguard Portfolio Management Llc | 0.00% | 192,503 | $1,547,724 | $741,137 | -$806,587 | -52.11% | |
| Northern Trust Corp | 0.00% | 188,926 | $1,518,966 | $727,365 | -$791,601 | -52.11% | |
| Vanguard Fiduciary Trust Co | 0.00% | 161,170 | $1,295,807 | $620,505 | -$675,303 | -52.11% | |
| Invesco Ltd. | 0.00% | 159,762 | $1,284,487 | $615,084 | -$669,403 | -52.11% | |
| Susquehanna Fundamental Investments, Llc | 0.02% | 143,787 | $1,156,047 | $553,580 | -$602,467 | -52.11% | |
| Ubs Group Ag | 0.00% | 135,037 | $1,085,697 | $519,892 | -$565,805 | -52.11% | |
| Two Sigma Investments, Lp | 0.00% | 112,497 | $904,476 | $433,113 | -$471,363 | -52.11% | |
| Gsa Capital Partners Llp | 0.05% | 108,057 | $869,000 | $416,019 | -$452,981 | -52.13% | |
| Castleknight Management Lp | 0.03% | 107,289 | $862,604 | $413,063 | -$449,541 | -52.11% | |
| Quinn Opportunity Partners Llc | 0.03% | 85,000 | $683,400 | $327,250 | -$356,150 | -52.11% | |
| National Bank Of Canada | 0.00% | 84,796 | $682,990 | $326,465 | -$356,525 | -52.20% | |
| Goldman Sachs Group Inc | 0.00% | 80,699 | $648,820 | $310,691 | -$338,129 | -52.11% | |
| Summerhaven Investment Management, Llc | 0.35% | 127,370 | $622,202 | $490,375 | -$131,828 | -21.19% | |
| Wells Fargo & Company/Mn | 0.00% | 74,404 | $598,211 | $286,455 | -$311,756 | -52.11% | |
| Dimensional Fund Advisors Lp | 0.00% | 73,426 | $590,342 | $282,690 | -$307,652 | -52.11% | |
| Bank Of New York Mellon Corp | 0.00% | 62,841 | $505,245 | $241,938 | -$263,307 | -52.11% | |
| Engineers Gate Manager Lp | 0.01% | 55,159 | $443,478 | $212,362 | -$231,116 | -52.11% | |
| Bridgeway Capital Management, Llc | 0.01% | 50,400 | $405,216 | $194,040 | -$211,176 | -52.11% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 46,095 | $370,607 | $177,466 | -$193,141 | -52.11% | |
| B. Riley Wealth Advisors, Inc. | 0.01% | 62,820 | $306,877 | $241,857 | -$65,020 | -21.19% | |
| State Of Wyoming | 0.02% | 57,603 | $281,391 | $221,772 | -$59,619 | -21.19% | |
| Man Group Plc | 0.00% | 34,605 | $278,224 | $133,229 | -$144,995 | -52.11% | |
| Price T Rowe Associates Inc | 0.00% | 34,100 | $275,000 | $131,285 | -$143,715 | -52.26% | |
| Bank Of America Corp | 0.00% | 31,020 | $249,401 | $119,427 | -$129,974 | -52.11% | |
| Straight Path Wealth Management | 0.05% | 47,400 | $231,549 | $182,490 | -$49,059 | -21.19% | |
| Simplex Trading, Llc | 0.01% | 28,383 | $228,199 | $109,275 | -$118,924 | -52.11% | |
| Rhumbline Advisers | 0.00% | 27,895 | $224,270 | $107,396 | -$116,874 | -52.11% | |
| Imc-Chicago, Llc | 0.00% | 27,619 | $222,057 | $106,333 | -$115,724 | -52.11% | |
| Nuveen, Llc | 0.00% | 27,428 | $220,522 | $105,598 | -$114,924 | -52.11% | |
| Mork Capital Management, Llc | 0.13% | 25,000 | $201,000 | $96,250 | -$104,750 | -52.11% | |
| Alliancebernstein L.P. | 0.00% | 27,300 | $199,836 | $105,105 | -$94,731 | -47.40% | |
| Deutsche Bank Ag\ | 0.00% | 22,596 | $181,672 | $86,995 | -$94,677 | -52.11% | |
| Cetera Investment Advisers | 0.00% | 21,939 | $176,390 | $84,465 | -$91,925 | -52.11% | |
| Morgan Stanley | 0.00% | 20,751 | $166,842 | $79,891 | -$86,951 | -52.12% | |
| Brooklyn Investment Group | 0.00% | 20,666 | $151,276 | $79,564 | -$71,712 | -47.40% |
Frequently asked questions about RILY
Who are the largest institutional holders of RILY?
The largest institutional holders of RILY reported in the latest SEC Form 13F filings include Equitec Proprietary Markets, Llc, Dba Trading, Llc, Blackrock, Inc., Vanguard Capital Management Llc, and Charles Schwab Investment Management Inc. InsiderSet ranks institutional holders by their latest reported RILY position.
What is RILY institutional ownership?
This page tracks RILY positions reported by institutional investment managers through SEC Form 13F. B. RILEY FINANCIAL INC (RILY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RILY?
InsiderSet currently tracks 94 institutional managers reporting RILY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of RILY shareholders.
How much RILY stock do institutions own?
Institutional investment managers disclosed approximately $135.16M in RILY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RILY institutional ownership last updated?
The latest RILY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional RILY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its RILY position after the reporting date.
Are institutions buying or selling RILY?
Institutional buying and selling can be analyzed by comparing RILY positions across consecutive 13F reporting periods. InsiderSet's RILY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RILY ownership changes.
How has RILY institutional ownership changed over time?
InsiderSet tracks RILY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.