Free Trial
→ Market Panic: Trump Just Dropped a Bomb on Your Stocks (From American Alternative) (Ad)tc pixel Free RILY Stock Alerts

B. Riley Financial (RILY) Institutional Ownership

B. Riley Financial logo
$4.97 -0.11 (-2.17%)
Closing price 04:00 PM Eastern
Extended Trading
$4.99 +0.02 (+0.30%)
As of 05:27 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 Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for B. Riley Financial (NASDAQ:RILY)

Current
Institutional Ownership
Percentage
50.20%
Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$3.48M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$7.49M
Get RILY Insider Trade Alerts

Want to know when executives and insiders are buying or selling B. Riley Financial stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

RILY Institutional Buying and Selling by Quarter

B. Riley Financial Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/16/2025 Goldman Sachs Group Inc.182,991$708K0.0%-60.6%0.600%
5/15/2025 Vident Advisory LLC10,544$41K0.0%N/A0.035%
5/12/2025 Invesco Ltd.161,794$626K0.0%+4.6%0.531%
5/9/2025 Charles Schwab Investment Management Inc.417,155$1.61M0.0%+110.6%1.368%
5/8/2025 XTX Topco Ltd59,986$232K0.0%N/A0.197%
5/8/2025 Federated Hermes Inc.101,113$391K0.0%+87.5%0.332%
4/29/2025 Bank of New York Mellon Corp61,374$238K0.0%+7.5%0.201%
4/28/2025 Straight Path Wealth Management93,500$362K0.1%+12.2%0.307%
2/25/2025 B. Riley Wealth Advisors Inc.43,221$198K0.0%-11.1%0.142%
2/19/2025 Toronto Dominion Bank20,006$92K0.0%+666,766.7%0.066%
2/17/2025 Two Sigma Investments LP49,220$226K0.0%-74.0%0.161%
2/17/2025 Toronto Dominion Bank20,006$92K0.0%+666,766.7%0.066%
2/17/2025 Nokomis Capital L.L.C.41,655$191K0.1%-17.3%0.137%
2/17/2025 Millennium Management LLC197,466$906K0.0%-10.9%0.647%
2/17/2025 BNP Paribas Financial Markets10,450$48K0.0%-52.0%0.034%
2/14/2025 Northern Trust Corp171,600$788K0.0%-6.0%0.563%
2/13/2025 Federated Hermes Inc.53,926$248K0.0%+144.1%0.177%
2/13/2025 Wells Fargo & Company MN9,543$44K0.0%+44.8%0.031%
2/11/2025 Intech Investment Management LLC10,050$46K0.0%N/A0.033%
2/6/2025 Charles Schwab Investment Management Inc.198,041$909K0.0%-26.0%0.649%
2/6/2025 Jones Financial Companies Lllp9,710$45K0.0%+1,049.1%0.032%
1/31/2025Sanctuary Advisors LLC15,928$74K0.0%-19.2%0.052%
1/17/2025 Albion Financial Group UT6,500$30K0.0%N/A0.021%
1/16/2025 Davies Financial Advisors Inc.154,495$709K0.6%-30.4%0.510%
12/26/2024 JPMorgan Chase & Co.21,658$114K0.0%+37.6%0.071%
12/13/2024 B. Riley Wealth Advisors Inc.48,638$253K0.0%-37.3%0.161%
11/25/2024Sanctuary Advisors LLC19,724$100K0.0%N/A0.065%
11/16/2024 Geode Capital Management LLC437,126$2.30M0.0%-0.6%1.443%
11/15/2024 XTX Topco Ltd33,755$177K0.0%+72.9%0.111%
11/15/2024 State Street Corp481,755$2.53M0.0%-46.9%1.590%
11/15/2024 Point72 DIFC Ltd13,385$70K0.0%N/A0.044%
11/15/2024 Point72 Asia Singapore Pte. Ltd.5,601$29K0.0%N/A0.018%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC28,677$151K0.0%-8.8%0.095%
11/13/2024 BNP Paribas Financial Markets21,787$114K0.0%+136.0%0.072%
11/13/2024 FMR LLC10,075$53K0.0%+1,085.3%0.033%
11/12/2024 Charles Schwab Investment Management Inc.267,576$1.41M0.0%-20.7%0.883%
11/6/2024 Straight Path Wealth Management84,500$444K0.2%+30.0%0.279%
10/17/2024 LexAurum Advisors LLC12,100$64K0.0%-48.4%0.040%
10/9/2024 Davies Financial Advisors Inc.221,960$1.17M1.0%+95.1%0.733%
8/26/2024 Ariadne Wealth Management LP5,811$103K0.1%N/A0.019%
8/20/2024 Nantahala Capital Management LLC23,976$423K0.0%-61.7%0.079%
8/19/2024 B. Riley Wealth Advisors Inc.77,552$1.37M0.0%+239.7%0.256%
8/16/2024 Straight Path Wealth Management65,000$1.15M0.6%-15.8%0.215%
8/14/2024 Marshall Wace LLP28,877$509K0.0%N/A0.095%
8/14/2024 Public Sector Pension Investment Board36,008$635K0.0%+5.0%0.119%
8/13/2024 Ensign Peak Advisors Inc10,750$190K0.0%N/A0.035%
8/12/2024 Intech Investment Management LLC14,413$254K0.0%N/A0.048%
8/12/2024 Inspire Investing LLC20,004$353K0.0%+17.4%0.066%
8/12/2024 XTX Topco Ltd19,523$344K0.0%+26.4%0.064%
8/9/2024 Dimensional Fund Advisors LP113,002$1.99M0.0%-9.5%0.373%
8/7/2024Texas Permanent School Fund Corp26,774$472K0.0%+88.2%0.088%
8/7/2024 Wedbush Securities Inc.14,580$257K0.0%-46.7%0.048%
8/6/2024 LSV Asset Management2,400$42K0.0%-99.0%0.008%
8/1/2024 Rhumbline Advisers53,363$941K0.0%-2.2%0.176%
7/31/2024 Commonwealth Equity Services LLC116,156$2.05M0.0%N/A0.383%
7/30/2024 Davies Financial Advisors Inc.113,745$2.01M1.9%N/A0.375%
7/29/2024 Principal Financial Group Inc.81,840$1.44M0.0%-5.5%0.270%
7/29/2024 TrueMark Investments LLC67,838$1.20M0.4%N/A0.224%
7/29/2024 Ridgewood Investments LLC18,404$325K0.2%-5.6%0.061%
7/26/2024 Bank of New York Mellon Corp132,168$2.33M0.0%+4.6%0.436%
7/9/2024 Harbor Capital Advisors Inc.82,645$1.46M0.1%+273.4%0.273%
5/17/2024 Comerica Bank6,814$144K0.0%-12.1%0.023%
5/16/2024 California State Teachers Retirement System17,178$364K0.0%-6.4%0.057%
5/16/2024 B. Riley Wealth Advisors Inc.22,831$483K0.0%-49.3%0.076%
5/16/2024 Bayesian Capital Management LP11,554$245K0.0%N/A0.038%
5/14/2024 Advisors Asset Management Inc.2,741$58K0.0%-51.9%0.009%
5/14/2024 Axxcess Wealth Management LLC18,600$394K0.0%N/A0.062%
5/14/2024 Nokomis Capital L.L.C.131,892$2.79M0.9%-70.4%0.438%
5/10/2024 Vanguard Group Inc.1,253,591$26.54M0.0%+0.5%4.159%
5/8/2024 Entropy Technologies LP19,948$422K0.0%+54.1%0.066%
5/8/2024 Russell Investments Group Ltd.11,987$254K0.0%N/A0.040%
5/8/2024 Inspire Investing LLC17,036$361K0.0%-4.5%0.057%
5/6/2024 LSV Asset Management234,236$4.96M0.0%-9.8%0.777%
5/1/2024 BNP Paribas Financial Markets41,034$869K0.0%-77.4%0.135%
4/18/2024 Allspring Global Investments Holdings LLC219,007$4.64M0.0%-24.7%0.723%
4/17/2024 Hennion & Walsh Asset Management Inc.12,347$261K0.0%-29.0%0.040%
4/10/2024 LexAurum Advisors LLC28,699$608K0.2%N/A0.094%
4/10/2024 Ridgewood Investments LLC19,489$413K0.2%+33.3%0.064%
3/25/2024 Quadrature Capital Ltd47,646$1.00M0.0%N/A0.156%
3/15/2024 B. Riley Wealth Advisors Inc.45,050$946K0.0%+97.3%0.147%
2/26/2024 Virtu Financial LLC33,957$713K0.1%N/A0.111%
2/14/2024 XML Financial LLC22,500$472K0.0%-5.7%0.074%
2/14/2024 Quadrature Capital Ltd47,646$1.00M0.0%N/A0.156%
2/13/2024 Tower Research Capital LLC TRC5,255$110K0.0%+150.8%0.017%
2/12/2024 Capstone Investment Advisors LLC14,716$309K0.0%N/A0.048%
2/12/2024 Olympiad Research LP21,193$445K0.3%+119.1%0.069%
2/8/2024 First Eagle Investment Management LLC131,185$2.75M0.0%+101.6%0.429%
(Data available from 1/1/2016 forward)

RILY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of RILY shares?

During the previous two years, 97 institutional investors and hedge funds held shares of B. Riley Financial. The most heavily invested institutionals were Punch & Associates Investment Management Inc. ($31.81M), Vanguard Group Inc. ($26.54M), Equitec Proprietary Markets LLC ($21.11M), Redwood Grove Capital LLC ($11.21M), Kennedy Capital Management LLC ($4.90M), Mirae Asset Global Investments Co. Ltd. ($4.73M), and Allspring Global Investments Holdings LLC ($4.64M).Learn more on B. Riley Financial's institutional investors.

What percentage of B. Riley Financial's stock is owned by institutional investors?

50.20% of B. Riley Financial's stock is owned by institutional investors. Learn more on RILY's institutional investor holdings.

Which institutional investors have been buying B. Riley Financial's stock?

Of the 66 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: FMR LLC ($711.70K), Charles Schwab Investment Management Inc. ($296.67K), Allspring Global Investments Holdings LLC ($290.85K), Davies Financial Advisors Inc. ($221.96K), Federated Hermes Inc. ($176.93K), BNP Paribas Financial Markets ($174.24K), and Victory Capital Management Inc. ($156.77K).

How much institutional buying is happening at B. Riley Financial?

Institutional investors have bought a total of 850,147 shares in the last 24 months. This purchase volume represents approximately $3.48M in transactions.

Which of B. Riley Financial's major shareholders have been selling company stock?

Of the 17 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. ($561.85K), State Street Corp ($424.88K), Geode Capital Management LLC ($281.00K), Two Sigma Investments LP ($139.74K), Charles Schwab Investment Management Inc. ($139.24K), Davies Financial Advisors Inc. ($67.47K), and B. Riley Wealth Advisors Inc. ($34.33K).

How much institutional selling is happening at B. Riley Financial?

Institutional investors have sold a total of 1,749,922 shares in the last 24 months. This volume of shares sold represents approximately $7.49M in transactions.


Related Companies

This page (NASDAQ:RILY) was last updated on 9/5/2025 by MarketBeat.com Staff
From Our Partners
Why Trump’s “Smart Dollar” could rewrite the rules
MUST SEE: Donald Trump's Radical Overhaul of the U.S. Dollar Congress just approved President Trump's lates...
Stansberry Research | Sponsoredtc pixel
“Sell Nvidia before earnings”
Eric Fry just went live with one of his most controversial calls yet: “Sell Nvidia.” While Wall Street has bee...
InvestorPlace | Sponsoredtc pixel
How “Trump’s New Dollar” Could Impact Your Wealth
President Trump just signed a game-changing law… That could soon upgrade the U.S. dollar in your checking a...
Brownstone Research | Sponsoredtc pixel
Forget Tesla — This Tiny AI Stock Is Musk’s Real Play
While Wall Street focused on Tesla’s earnings, Elon Musk was quietly building a supercomputer so powerful it c...
Behind the Markets | Sponsoredtc pixel
Retire Comfortably with These New Monthly Income ETFs?
Too many retirees lie awake at night, worried their savings won’t last. Traditional advice and tiny returns ju...
Investors Alley | Sponsoredtc pixel
What's the Best Way to Lower RMD Taxes?
Turning 73 triggers a key IRS rule: you must begin taking required minimum distributions (RMDs) from certain r...
SmartAsset | Sponsoredtc pixel
Warren Buffett Issues Cryptic Warning on U.S. Dollar
Imagine a bull market so powerful, every single investor became a millionaire. Not by finding the next NVIDIA ...
Banyan Hill Publishing | Sponsoredtc pixel
One tiny company just cracked Google’s $19B problem
For decades, this “AI metal” was trapped in labs, too slow and expensive to ever reach mass production. The...
True Market Insiders | Sponsoredtc pixel