RILYNasdaqInvestment AdviceFiscal year ends December 31Also trades as RILYG, RILYL, RILYP, RILYT, RILYZ
BRC Group Holdings, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$4.44−0.17 (-3.69%)
Close on Oct 19, 2026
- Market cap
- $170.59M
- P/E (TTM)
- 0.3
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
17M
Shares held, 13F filers
Institutional holders
94
30 new, 14 sold out
Net institutional buying
8M
In Q2 2026
Insider trades, 12 months
0 buys · 3 sales
Net sold $2.62M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Bryant R. Riley | 6,985,856 | 20.10% | 13D (active) amendment | Mar 19, 2026 |
| Dba Trading, LLC | 2,297,246 | 6.54% | 13G (passive) | Apr 15, 2026 |
| Oaktree Capital Group Holdings GP, LLC | 1,832,290 | 5.66% | 13G (passive) | Feb 26, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of RILY | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Equitec Proprietary Markets, LLC | 3,397,611 | – | $27.32M | New | 4.88% |
| Dba Trading, LLC | 3,227,869 | – | $23.63M | – | 11.88% |
| BlackRock, Inc. | 1,734,708 | – | $13.95M | +1,325,516 | 0.00% |
| First Eagle Investment Management, LLC | 1,361,922 | – | $10.95M | New | 0.01% |
| Vanguard Capital Management LLC | 1,096,895 | – | $8.82M | +299,802 | 0.00% |
| Charles Schwab Investment Management Inc | 830,965 | – | $6.68M | −203,379 | 0.00% |
| Geode Capital Management, LLC | 622,769 | – | $5.01M | +413,607 | 0.00% |
| Marshall Wace, Llp | 449,676 | – | $3.62M | New | 0.00% |
| Citadel Advisors LLC | 402,436 | – | $3.24M | +370,782 | 0.00% |
| Federated Hermes, Inc. | 331,798 | – | $2.67M | +2,353 | 0.00% |
| State Street Corp | 293,518 | – | $2.36M | +210,918 | 0.00% |
| Renaissance Technologies LLC | 244,500 | – | $1.97M | −5,718 | 0.00% |
| Jane Street Group, LLC | 242,018 | – | $1.95M | +9,543 | 0.00% |
| Group One Trading, L.P. | 194,692 | – | $1.57M | +62,535 | 0.00% |
| Vanguard Portfolio Management LLC | 192,503 | – | $1.55M | +155,734 | 0.00% |
| Northern Trust Corp | 188,926 | – | $1.52M | +141,441 | 0.00% |
| Vanguard Fiduciary Trust Co | 161,170 | – | $1.30M | +57,507 | 0.00% |
| Invesco Ltd. | 159,762 | – | $1.28M | +10,244 | 0.00% |
| Susquehanna Fundamental Investments, LLC | 143,787 | – | $1.16M | +86,495 | 0.02% |
| UBS Group AG | 135,137 | – | $1.09M | +117,263 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 94 | 17M | 30 / 33 | 17 / 14 | 9M | 2M |
| Q1 2026 | 79 | 10M | 20 / 19 | 24 / 15 | 6M | 1M |
| Q4 2025 | 75 | 6M | 19 / 17 | 25 / 13 | 2M | 2M |
| Q3 2025 | 72 | 6M | 18 / 25 | 16 / 19 | 3M | 2M |
| Q2 2025 | 73 | 5M | 19 / 22 | 24 / 33 | 1M | 3M |
| Q1 2025 | 87 | 7M | 10 / 37 | 25 / 14 | 1M | 2M |
| Q4 2024 | 92 | 8M | 15 / 21 | 37 / 48 | 2M | 3M |
| Q3 2024 | 126 | 8M | 37 / 31 | 39 / 43 | 4M | 3M |
| Q2 2024 | 133 | 10M | 23 / 37 | 54 / 30 | 1M | 3M |
| Q1 2024 | 142 | 12M | 32 / 36 | 50 / 33 | 1M | 5M |
| Q4 2023 | 143 | 16M | 36 / 54 | 38 / 49 | 4M | 3M |
| Q3 2023 | 158 | 15M | 27 / 64 | 45 / 17 | 3M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of RILY | Value | % of fund | As of |
|---|---|---|---|---|---|
| First Eagle Small Cap Opportunity Fund | 965,335 | – | $6.91M | 0.24% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 797,471 | – | $6.41M | 0.00% | Jun 30, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 663,227 | – | $6.19M | 0.07% | May 31, 2026 |
| iShares Russell 2000 ETF | 640,175 | – | $5.15M | 0.01% | Jun 30, 2026 |
| Leader Capital Short Term High Yield Bond Fund | 450,000 | – | $3.22M | 1.59% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 277,519 | – | $2.23M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 252,740 | – | $1.81M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 228,545 | – | $1.84M | 0.01% | Jun 30, 2026 |
| Bridge Builder Small/Mid Cap Growth Fund | 206,200 | – | $1.66M | 0.01% | Jun 30, 2026 |
| Invesco RAFI US 1500 Small-Mid ETF | 135,412 | – | $969.55K | 0.04% | Jul 31, 2026 |
| Schwab Fundamental U.S. Small Company Index Fund | 132,191 | – | $946.49K | 0.04% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 89,839 | – | $838.20K | 0.00% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 87,309 | – | $814.59K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 76,476 | – | $614.87K | 0.04% | Jun 30, 2026 |
| Schwab Small-Cap Index Fund | 56,568 | – | $405.03K | 0.01% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Bryant R. Riley | Chairman and Co-CEO, Director, 10% owner | 6,773,305 | Jun 16, 2026 |
| Fred Nachum Knopf | EVP, General Counsel, Sec | 8,829 | Jul 1, 2026 |
| Thomas J. /Adv Kelleher | Co-CEO | 1,012,952 | Jun 24, 2026 |
| Howard Weitzman | SVP, Chief Accounting Officer | 61,210 | Apr 15, 2026 |
| Scott Yessner | Executive VP and CFO | 100,000 | Jun 5, 2025 |
| Andrew Moore | CEO B. Riley Securities, Inc. | 324,420 | Jun 4, 2025 |
| Phillip J. Ahn | CFO & Chief Operating Officer | 285,122 | Jun 4, 2025 |
| Tamara Sue Brandt | Director | 24,550 | Apr 7, 2026 |
| Renee E. Labran | Director | 10,393 | Apr 7, 2026 |
| Robert L. Antin | Director | 284,155 | Apr 7, 2026 |
| Agostino Robert P. D | Director | 178,925 | Apr 7, 2026 |
| Marian Walters | Director | 13,922 | Apr 7, 2026 |
| Randall E. Paulson | Director | 322,639 | Apr 7, 2026 |
| Alan N. Forman | – | 34,974 | Jul 1, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Alan N. Forman – | Jun 30, 2026 | Tax withholding | −2,853 | $8.18 | $23.34K | 34,974 |
| Thomas J. /Adv Kelleher Co-CEO | Jun 16, 2026 | Gift | −3,000 | – | – | 899,288 |
| Bryant R. Riley Chairman and Co-CEO, Director, 10% owner | Jun 16, 2026 | Sale | −195,492 | $9.00 | $1.76M | 6,574,236 |
| Alan N. Forman EVP, General Counsel, Sec | May 14, 2026 | Sale | −79,445 | $8.56 | $680.05K | 37,827 |
| Alan N. Forman EVP, General Counsel, Sec | May 13, 2026 | Sale | −20,555 | $8.58 | $176.36K | 117,272 |
| Howard Weitzman SVP, Chief Accounting Officer | Apr 13, 2026 | Tax withholding | −4,861 | $7.23 | $35.15K | 53,710 |
| Thomas J. /Adv Kelleher Co-CEO | Apr 13, 2026 | Tax withholding | −22,440 | $7.23 | $162.24K | 70,541 |
| Bryant R. Riley Chairman and Co-CEO, Director, 10% owner | Apr 13, 2026 | Tax withholding | −17,059 | $7.23 | $123.34K | 6,769,728 |
| Alan N. Forman EVP, General Counsel, Sec | Apr 13, 2026 | Tax withholding | −3,741 | $7.23 | $27.05K | 137,827 |
| Randall E. Paulson Director | Apr 3, 2026 | Award | +3,660 | – | – | 322,639 |
| Randall E. Paulson Director | Apr 3, 2026 | Award | +14,695 | – | – | 337,334 |
| Randall E. Paulson Director | Apr 3, 2026 | Award | +33,064 | – | – | 370,398 |
| Robert L. Antin Director | Apr 3, 2026 | Award | +3,660 | – | – | 84,155 |
| Robert L. Antin Director | Apr 3, 2026 | Award | +14,695 | – | – | 98,850 |
| Robert L. Antin Director | Apr 3, 2026 | Award | +33,064 | – | – | 131,914 |
| Marian Walters Director | Apr 3, 2026 | Award | +3,660 | – | – | 8,221 |
| Marian Walters Director | Apr 3, 2026 | Award | +33,064 | – | – | 55,980 |
| Marian Walters Director | Apr 3, 2026 | Award | +14,695 | – | – | 22,916 |
| Renee E. Labran Director | Apr 3, 2026 | Award | +3,660 | – | – | 10,393 |
| Renee E. Labran Director | Apr 3, 2026 | Award | +14,695 | – | – | 25,088 |
| Renee E. Labran Director | Apr 3, 2026 | Award | +33,064 | – | – | 58,152 |
| Agostino Robert P. D Director | Apr 3, 2026 | Award | +14,695 | – | – | 178,925 |
| Agostino Robert P. D Director | Apr 3, 2026 | Award | +33,064 | – | – | 211,989 |
| Agostino Robert P. D Director | Apr 3, 2026 | Award | +3,660 | – | – | 164,230 |
| Tamara Sue Brandt Director | Apr 3, 2026 | Award | +14,695 | – | – | 24,550 |
| Tamara Sue Brandt Director | Apr 3, 2026 | Award | +33,064 | – | – | 57,614 |
| Tamara Sue Brandt Director | Apr 3, 2026 | Award | +3,660 | – | – | 9,855 |
| Scott Yessner Executive VP and CFO | Jun 3, 2025 | Award | +100,000 | – | – | 100,000 |
| Andrew Moore CEO B. Riley Securities, Inc. | Jun 2, 2025 | Returned to company | −7,349 | $3.05 | $22.41K | 324,420 |
| Phillip J. Ahn CFO & Chief Operating Officer | Jun 2, 2025 | Returned to company | −7,349 | $3.05 | $22.41K | 285,122 |
| Alan N. Forman EVP, General Counsel, Sec | Jun 2, 2025 | Returned to company | −1,373 | $3.05 | $4.19K | 141,568 |
| Thomas J. /Adv Kelleher Co-CEO | Jun 2, 2025 | Returned to company | −14,030 | $3.05 | $42.79K | 92,981 |
| Bryant R. Riley Chairman and Co-CEO, Director, 10% owner | Jun 2, 2025 | Returned to company | −14,030 | $3.05 | $42.79K | 6,786,787 |
| Howard Weitzman SVP, Chief Accounting Officer | Jun 2, 2025 | Returned to company | −915 | $3.05 | $2.79K | 58,571 |
| Phillip J. Ahn CFO & Chief Operating Officer | Mar 14, 2025 | Returned to company | −22,055 | $4.16 | $91.75K | 292,471 |
| Howard Weitzman SVP, Chief Accounting Officer | Mar 14, 2025 | Returned to company | −9,556 | $4.16 | $39.75K | 59,486 |
| Thomas J. /Adv Kelleher Co-CEO | Mar 14, 2025 | Returned to company | −44,109 | $4.16 | $183.49K | 107,011 |
| Alan N. Forman EVP, General Counsel, Sec | Mar 14, 2025 | Returned to company | −10,376 | $4.16 | $43.16K | 142,941 |
| Bryant R. Riley Chairman and Co-CEO, Director, 10% owner | Mar 14, 2025 | Returned to company | −44,109 | $4.16 | $183.49K | 6,800,817 |
| Andrew Moore CEO B. Riley Securities, Inc. | Mar 14, 2025 | Returned to company | −23,044 | $4.16 | $95.86K | 331,769 |
| Andrew Moore CEO B. Riley Securities, Inc. | May 31, 2024 | Tax withholding | −5,073 | $24.81 | $125.86K | 354,813 |
| Thomas J. /Adv Kelleher Co-CEO | May 31, 2024 | Tax withholding | −11,254 | $24.81 | $279.21K | 151,120 |
| Bryant R. Riley Chairman and Co-CEO, Director, 10% owner | May 31, 2024 | Tax withholding | −11,254 | $24.81 | $279.21K | 6,844,926 |
| Howard Weitzman SVP, Chief Accounting Officer | May 31, 2024 | Tax withholding | −633 | $24.81 | $15.70K | 69,042 |
| Alan N. Forman EVP, General Counsel, Sec | May 31, 2024 | Tax withholding | −988 | $24.81 | $24.51K | 153,317 |
| Phillip J. Ahn CFO & Chief Operating Officer | May 31, 2024 | Tax withholding | −4,086 | $24.81 | $101.37K | 314,526 |
| Kenneth M. Young President | May 31, 2024 | Tax withholding | −5,076 | $24.81 | $125.94K | 224,726 |
| Howard Weitzman SVP, Chief Accounting Officer | Mar 15, 2024 | Tax withholding | −670 | $17.56 | $11.77K | 69,675 |
| Bryant R. Riley Chairman and Co-CEO, Director, 10% owner | Mar 15, 2024 | Tax withholding | −5,679 | $17.56 | $99.72K | 6,856,180 |
| Kenneth M. Young President | Mar 15, 2024 | Tax withholding | −2,068 | $17.56 | $36.31K | 229,521 |
| Andrew Moore CEO B. Riley Securities, Inc. | Mar 15, 2024 | Tax withholding | −2,960 | $17.56 | $51.98K | 359,605 |
| Phillip J. Ahn CFO & Chief Operating Officer | Mar 15, 2024 | Tax withholding | −2,464 | $17.56 | $43.27K | 318,331 |
| Thomas J. /Adv Kelleher Co-CEO | Mar 15, 2024 | Tax withholding | −5,679 | $17.56 | $99.72K | 172,823 |
| Thomas J. /Adv Kelleher Co-CEO | Mar 4, 2024 | Award | +83,086 | – | – | 178,502 |
| Phillip J. Ahn CFO & Chief Operating Officer | Mar 4, 2024 | Award | +41,543 | – | – | 320,795 |
| Bryant R. Riley Chairman and Co-CEO, Director, 10% owner | Mar 4, 2024 | Award | +83,086 | – | – | 6,861,859 |
| Howard Weitzman SVP, Chief Accounting Officer | Mar 4, 2024 | Award | +23,739 | – | – | 70,345 |
| Alan N. Forman EVP, General Counsel, Sec | Mar 4, 2024 | Award | +23,739 | – | – | 154,305 |
| Andrew Moore CEO B. Riley Securities, Inc. | Mar 4, 2024 | Award | +44,510 | – | – | 362,565 |
| Kenneth M. Young President | Dec 29, 2023 | Award | +260 | $17.84 | $4.64K | 231,589 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Bryant R. Riley Chairman and Co-CEO | Jun 16, 2026 | 195,492 | $1.76M | Jun 16, 2026 | OPEN MARKET PURCHASE |
| Alan N. Forman EVP & General Counsel | May 13, 2026 | 100,000 | $905.00K | May 13, 2026 | Compensation / vesting of shares from restricted stock unit grants |
| Alan N. Forman EVP & General Counsel | May 13, 2026 | 100,000 | $905.00K | May 13, 2026 | Compensation / vesting of shares from restricted stock unit grants |