B. RILEY FINANCIAL INC (RILY) Institutional Shareholders
B. RILEY FINANCIAL INC (RILY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $134.67M in RILY holdings during the latest filing period.
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 $20.32M, representing an estimated loss of -25.62% 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
88
Total Reported Value
$134.67M
Largest Holder
Equitec Proprietary Markets, Llc
Largest Position
$27.32M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
121
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 | $20,317,714 | -$6,999,078 | -25.62% | |
| Dba Trading, Llc | 11.88% | 3,227,869 | $23,628,001 | $19,302,657 | -$4,325,344 | -18.31% | |
| Blackrock, Inc. | 0.00% | 1,734,708 | $13,947,055 | $10,373,554 | -$3,573,501 | -25.62% | |
| Vanguard Capital Management Llc | 0.00% | 1,096,895 | $8,819,036 | $6,559,432 | -$2,259,604 | -25.62% | |
| Charles Schwab Investment Management Inc | 0.00% | 830,965 | $6,680,959 | $4,969,171 | -$1,711,788 | -25.62% | |
| First Eagle U.S. Value | Jean-Marie Eveillard | 0.01% | 680,961 | $5,474,926 | $4,072,147 | -$1,402,779 | -25.62% |
| Advisors Asset Management, Inc. | 0.07% | 57,804 | $5,136,463 | $345,668 | -$4,790,795 | -93.27% | |
| Geode Capital Management, Llc | 0.00% | 622,769 | $5,008,310 | $3,724,159 | -$1,284,151 | -25.64% | |
| Marshall Wace, Llp | 0.00% | 449,676 | $3,615,397 | $2,689,062 | -$926,335 | -25.62% | |
| Citadel Advisors Llc | 0.00% | 402,436 | $3,235,586 | $2,406,567 | -$829,019 | -25.62% | |
| Federated Hermes, Inc. | 0.00% | 331,798 | $2,667,656 | $1,984,152 | -$683,504 | -25.62% | |
| State Street Corp | 0.00% | 293,518 | $2,359,885 | $1,755,238 | -$604,647 | -25.62% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 244,500 | $1,965,780 | $1,462,110 | -$503,670 | -25.62% |
| Jane Street Group, Llc | 0.00% | 242,018 | $1,945,825 | $1,447,268 | -$498,557 | -25.62% | |
| Group One Trading Llc | 0.05% | 194,692 | $1,565,324 | $1,164,258 | -$401,066 | -25.62% | |
| Vanguard Portfolio Management Llc | 0.00% | 192,503 | $1,547,724 | $1,151,168 | -$396,556 | -25.62% | |
| Northern Trust Corp | 0.00% | 188,926 | $1,518,966 | $1,129,777 | -$389,189 | -25.62% | |
| Vanguard Fiduciary Trust Co | 0.00% | 161,170 | $1,295,807 | $963,797 | -$332,010 | -25.62% | |
| Invesco Ltd. | 0.00% | 159,762 | $1,284,487 | $955,377 | -$329,110 | -25.62% | |
| Susquehanna Fundamental Investments, Llc | 0.02% | 143,787 | $1,156,047 | $859,846 | -$296,201 | -25.62% | |
| Ubs Group Ag | 0.00% | 135,037 | $1,085,697 | $807,521 | -$278,176 | -25.62% | |
| Two Sigma Investments, Lp | 0.00% | 112,497 | $904,476 | $672,732 | -$231,744 | -25.62% | |
| Gsa Capital Partners Llp | 0.05% | 108,057 | $869,000 | $646,181 | -$222,819 | -25.64% | |
| Castleknight Management Lp | 0.03% | 107,289 | $862,604 | $641,588 | -$221,016 | -25.62% | |
| Quinn Opportunity Partners Llc | 0.03% | 85,000 | $683,400 | $508,300 | -$175,100 | -25.62% | |
| National Bank Of Canada | 0.00% | 84,796 | $682,990 | $507,080 | -$175,910 | -25.76% | |
| Goldman Sachs Group Inc | 0.00% | 80,699 | $648,820 | $482,580 | -$166,240 | -25.62% | |
| Wells Fargo & Company/Mn | 0.00% | 74,404 | $598,211 | $444,936 | -$153,275 | -25.62% | |
| Dimensional Fund Advisors Lp | 0.00% | 73,426 | $590,342 | $439,087 | -$151,255 | -25.62% | |
| Bank Of New York Mellon Corp | 0.00% | 62,841 | $505,245 | $375,789 | -$129,456 | -25.62% | |
| Engineers Gate Manager Lp | 0.01% | 55,159 | $443,478 | $329,851 | -$113,627 | -25.62% | |
| Bridgeway Capital Management, Llc | 0.01% | 50,400 | $405,216 | $301,392 | -$103,824 | -25.62% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 46,095 | $370,607 | $275,648 | -$94,959 | -25.62% | |
| Straight Path Wealth Management | 0.08% | 43,800 | $352,152 | $261,924 | -$90,228 | -25.62% | |
| State Of Wyoming | 0.04% | 43,591 | $350,472 | $260,674 | -$89,798 | -25.62% | |
| Man Group Plc | 0.00% | 34,605 | $278,224 | $206,938 | -$71,286 | -25.62% | |
| Price T Rowe Associates Inc | 0.00% | 34,100 | $275,000 | $203,918 | -$71,082 | -25.85% | |
| Bank Of America Corp | 0.00% | 31,020 | $249,401 | $185,500 | -$63,901 | -25.62% | |
| Simplex Trading, Llc | 0.01% | 28,383 | $228,199 | $169,730 | -$58,469 | -25.62% | |
| Mgo One Seven Llc | 0.00% | 28,373 | $228,119 | $169,671 | -$58,448 | -25.62% | |
| Rhumbline Advisers | 0.00% | 27,895 | $224,270 | $166,812 | -$57,458 | -25.62% | |
| Imc-Chicago, Llc | 0.00% | 27,619 | $222,057 | $165,162 | -$56,895 | -25.62% | |
| Nuveen, Llc | 0.00% | 27,428 | $220,522 | $164,019 | -$56,503 | -25.62% | |
| Mork Capital Management, Llc | 0.13% | 25,000 | $201,000 | $149,500 | -$51,500 | -25.62% | |
| Alliancebernstein L.P. | 0.00% | 27,300 | $199,836 | $163,254 | -$36,582 | -18.31% | |
| B. Riley Wealth Advisors, Inc. | 0.01% | 51,459 | $199,150 | $307,725 | +$108,575 | +54.52% | |
| Deutsche Bank Ag\ | 0.00% | 22,596 | $181,672 | $135,124 | -$46,548 | -25.62% | |
| Cetera Investment Advisers | 0.00% | 21,939 | $176,390 | $131,195 | -$45,195 | -25.62% | |
| Morgan Stanley | 0.00% | 20,751 | $166,842 | $124,091 | -$42,751 | -25.62% | |
| Brooklyn Investment Group | 0.00% | 20,666 | $151,276 | $123,583 | -$27,693 | -18.31% |
Frequently asked questions about RILY
Who owns the most RILY stock?
The largest holders of RILY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for B. RILEY FINANCIAL INC (RILY).
Is RILY widely held by superinvestors?
Many widely followed stocks like RILY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RILY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.