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RILY — B. RILEY FINANCIAL INC

Reported value held$72.55M
Funds holding (latest)40
SectorFinancials
Funds holding (Q2 2026)26
Institutional value$55.79M · 6.97M sh
New / Add / Cut / Exit6 / 12 / 6 / 0
Top-5 / Top-10 concentration76.3% / 93.3%
Institutional holdings change Accumulating +95.3% (+3.40M sh)
Institutional value change Up +114.4%

As of Q2 2026, 26 SEC-registered investment managers reported holding RILY (B. RILEY FINANCIAL INC) in their latest 13F filings, with a combined reported value of $55.79M across 6.97M shares. That is +95.3% by share count (+3.40M shares) versus the previous quarter, while reported value moved +114.4%. Ownership is concentrated: the five largest holders account for 76.3% of reported value and the top ten for 93.3%.

Compared with the prior quarter, 6 opened new positions, 12 added to existing stakes, 6 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

RILY is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
BlackRock Inc history Q2 2026 1.73M $13.95M 0.00% Add
Citadel Advisors history Q2 2026 1.43M $11.46M 0.00% Add
Charles Schwab Investment Management history Q2 2026 830.97K $6.68M 0.00% Reduce
Soros Fund Management history Q3 2024 1.08M $5.67M 0.10% New
First Eagle Investment Management history Q2 2026 680.96K $5.47M 0.01% New
Geode Capital Management history Q2 2026 622.77K $5.01M 0.00% Add
Vanguard Group history Q4 2025 921.11K $4.30M 0.00% Add
Marshall Wace history Q2 2026 449.68K $3.62M 0.00% New
Arrowstreet Capital history Q3 2021 54.67K $3.23M 0.00% New
Renaissance Technologies history Q2 2026 244.50K $1.97M 0.00% Reduce
Northern Trust Corp history Q2 2026 188.93K $1.52M 0.00% Add
Invesco Ltd history Q2 2026 159.76K $1.28M 0.00% Add
UBS Group AG history Q2 2026 135.14K $1.09M 0.00% Add
CPP Investments history Q3 2021 16.00K $945.00K 0.00% New
Two Sigma Investments history Q2 2026 112.50K $904.48K 0.00% Add
Goldman Sachs Group history Q2 2026 80.70K $648.82K 0.00% Reduce
PSP Investments history Q2 2024 36.01K $635.18K 0.00% Add
Wells Fargo & Co history Q2 2026 74.40K $598.21K 0.00% Add
BNY Mellon history Q2 2026 62.84K $505.25K 0.00% Add
D. E. Shaw & Co history Q4 2025 85.00K $396.95K 0.00% Hold

View all 40 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 1.48M 1.54M 1.48M 363.13K 367.49K 387.81K 409.19K 1.73M
Citadel Advisors 297.05K 168.76K 152.93K 215.31K 297.61K 295.60K 478.98K 282.57K 376.69K 660.97K 1.70M 861.70K 1.99M 1.30M 1.73M 672.60K 773.91K 548.50K 784.05K 1.43M
Charles Schwab Investment Management 121.57K 122.17K 137.45K 154.34K 174.00K 198.46K 225.50K 248.87K 276.45K 326.43K 394.12K 337.28K 267.58K 198.04K 417.15K 690.89K 898.32K 1.12M 1.03M 830.97K
First Eagle Investment Management 10.50K 15.60K 51.36K 78.30K 89.00K 39.17K 70.17K 59.87K 65.08K 131.19K — — — — — — — — — 680.96K
Geode Capital Management 347.55K 338.83K 349.77K 333.04K 335.46K 361.21K 378.15K 367.81K 385.75K 422.49K 431.45K 439.61K 437.13K 436.17K 459.74K 181.22K 192.22K 194.10K 209.16K 622.77K
Marshall Wace — — — 60.64K 5.50K 460.83K 109.98K 287.63K 373.95K 144.28K — 28.88K — — — — — — — 449.68K
Renaissance Technologies 83.04K 42.74K 48.44K 92.91K 37.64K 119.14K — — — — — — — — — — — — 250.22K 244.50K
Northern Trust Corp 249.78K 205.64K 201.15K 202.27K 202.43K 199.55K 201.44K 193.15K 193.12K 201.11K 206.27K 195.87K 182.54K 171.60K 171.17K 46.34K 47.91K 51.60K 47.48K 188.93K
Invesco Ltd 181.04K 375.33K 382.75K 317.15K 320.72K 270.77K 348.87K 340.08K 255.93K 1.05M 761.41K 566.62K 155.95K 154.63K 161.79K 139.19K 152.57K 147.83K 149.52K 159.76K
UBS Group AG 257 596 2.40K 6.36K 11.30K 15.42K 48.23K 31.40K 37.37K 41.41K 92.23K 72.00K 119.55K 148.54K 198.65K 276.29K 46.51K 78.33K 17.87K 135.14K
Two Sigma Investments — — — — — — — — 36.19K 100.29K — — 188.96K 49.22K 51.57K 26.10K 169.98K 85.94K 69.15K 112.50K
Goldman Sachs Group 147.76K 147.99K 218.22K 266.72K 262.60K 97.66K 61.18K 38.63K 40.05K 24.52K 47.95K 79.62K 99.73K 463.92K 182.99K 137.01K 70.31K 35.17K 108.62K 80.70K
Wells Fargo & Co 14.20K 25.81K 19.67K 8.21K 9.37K 7.99K 14.21K 11.82K 12.69K 7.24K 14.97K 25.70K 6.59K 9.54K 9.87K 5.52K 5 60.01K 57.01K 74.40K
BNY Mellon 301.23K 363.04K 376.53K 368.65K 385.49K 163.75K 141.51K 138.54K 137.73K 133.95K 126.41K 132.17K 57.58K 57.11K 61.37K — 12.81K 21.47K 14.65K 62.84K
Bank of America Corp 50.02K 77.96K 45.47K 35.71K 33.39K 32.89K 36.19K 30.22K 73.76K 137.41K 74.31K 49.09K 685.52K 134.42K 19.44K 2.06K 6.96K 1.91K 53.83K 31.02K
Deutsche Bank AG 12.84K 57.95K 11.04K 10.22K 9.50K 9.64K 14.88K 9.14K 10.31K 10.14K 11.55K 9.89K 11.99K 10.95K 10.95K — — — — 22.60K
Morgan Stanley 138.00K 172.45K 258.58K 151.93K 129.76K 108.74K 229.15K 114.43K 124.69K 293.59K 234.67K 307.22K 90.59K 100.27K 43.46K 17.20K 13.87K 41.05K 35.42K 20.75K
Franklin Resources — — — — — — — 8.73K 8.73K — — — — — — — — — — 15.26K
Royce & Associates 401.77K 371.89K 428.69K 516.34K 484.09K 574.84K 532.83K 569.23K 573.80K 744.50K 44.63K 44.63K 44.63K — — — — — 11.62K 11.62K
Citigroup Inc 11.29K 15.79K 15.78K 9.08K 7.61K 9.70K 7.23K 12.17K 6.16K 10.10K 12.77K 12.70K 15.69K 16.63K 15.43K 407 408 26 1.67K 11.40K

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