B. Riley Financial, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 1.06 M | $6.35 M | 489.13% | 3.48% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 898.32 K | $5.37 M | 30.02% | 2.95% |
| VANGUARD GROUP INC | 11/07/2025 | 851.84 K | $5.09 M | 1.21% | 2.79% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 642.50 K | $3.84 M | 58.25% | 2.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 528.70 K | $3.16 M | 42.05% | 1.73% |
| CITADEL ADVISORS LLC | 11/14/2025 | 455.90 K | $2.72 M | 42.16% | 1.49% |
| SOVIERO ASSET MANAGEMENT, LP | 11/14/2025 | 370.00 K | $2.21 M | 100.00% | 1.21% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 367.98 K | $2.20 M | 51.30% | 1.21% |
| BLACKROCK, INC. | 11/12/2025 | 367.49 K | $2.20 M | 1.20% | 1.20% |
| CITADEL ADVISORS LLC | 11/14/2025 | 291.00 K | $1.74 M | -17.31% | 0.95% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 192.22 K | $1.15 M | 6.07% | 0.63% |
| JANE STREET GROUP, LLC | 11/14/2025 | 190.78 K | $1.14 M | 888.05% | 0.63% |
| ALLIANZ ASSET MANAGEMENT GMBH | 11/04/2025 | 181.94 K | $1.09 M | 100.00% | 0.60% |
| FEDERATED HERMES, INC. | 11/03/2025 | 180.67 K | $1.08 M | 0.39% | 0.59% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 169.98 K | $1.02 M | 551.25% | 0.56% |
| SIMPLEX TRADING, LLC | 11/12/2025 | 159.84 K | $955.00 K | 104.17% | 0.52% |
| INVESCO LTD. | 11/13/2025 | 152.57 K | $911.62 K | 9.61% | 0.50% |
| JANE STREET GROUP, LLC | 11/14/2025 | 152.20 K | $909.40 K | -3.06% | 0.50% |
| WOLVERINE TRADING, LLC | 11/14/2025 | 135.00 K | $822.15 K | 86.72% | 0.44% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 98.08 K | $586.17 K | 0.00% | 0.32% |
| WOLVERINE TRADING, LLC | 11/14/2025 | 91.70 K | $558.45 K | -7.47% | 0.30% |
| STRAIGHT PATH WEALTH MANAGEMENT | 11/03/2025 | 90.30 K | $59.80 K | -0.22% | 0.30% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 85.00 K | $507.88 K | 0.00% | 0.28% |
| STATE STREET CORP | 11/14/2025 | 82.60 K | $493.54 K | 0.00% | 0.27% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2025 | 73.80 K | $440.96 K | 100.00% | 0.24% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 70.31 K | $420.11 K | -48.68% | 0.23% |
| VR ADVISORY SERVICES LTD | 11/14/2025 | 52.00 K | $230.72 K | 0.00% | 0.17% |
| CENTIVA CAPITAL, LP | 11/14/2025 | 50.00 K | $298.75 K | -50.00% | 0.16% |
| NORTHERN TRUST CORP | 11/14/2025 | 47.91 K | $286.23 K | 3.37% | 0.16% |
| B. RILEY WEALTH ADVISORS, INC. | 10/31/2025 | 40.87 K | $244.20 K | -21.05% | 0.13% |
| MATAURO, LLC | 10/10/2025 | 39.88 K | $238.31 K | 100.00% | 0.13% |
| ROYAL BANK OF CANADA | 11/14/2025 | 35.13 K | $209.00 K | 125.63% | 0.12% |
| WOLVERINE TRADING, LLC | 11/14/2025 | 34.96 K | $212.89 K | 100.00% | 0.11% |
| UBS GROUP AG | 11/13/2025 | 34.00 K | $203.15 K | 100.00% | 0.11% |
| SKOPOS LABS, INC. | 11/14/2025 | 30.79 K | $183.98 K | 237.37% | 0.10% |
| JANE STREET GROUP, LLC | 11/14/2025 | 29.50 K | $176.26 K | -73.47% | 0.10% |
| MGO ONE SEVEN LLC | 10/24/2025 | 28.37 K | $169.53 K | 0.00% | 0.09% |
| CITADEL ADVISORS LLC | 11/14/2025 | 27.01 K | $161.40 K | 100.00% | 0.09% |
| MORK CAPITAL MANAGEMENT, LLC | 11/14/2025 | 25.00 K | $149.38 K | 0.00% | 0.08% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 22.43 K | $134.04 K | 68.03% | 0.07% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 11/12/2025 | 22.00 K | $131.45 K | 100.00% | 0.07% |
| ENGINEERS GATE MANAGER LP | 11/14/2025 | 21.91 K | $130.89 K | 28.07% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 21.70 K | $119.40 K | 18.91% | 0.07% |
| WALLEYE TRADING LLC | 11/14/2025 | 19.30 K | $115.32 K | 101.04% | 0.06% |
| WALLEYE CAPITAL LLC | 11/14/2025 | 19.30 K | $115.32 K | -33.90% | 0.06% |
| BANK OF MONTREAL /CAN/ | 11/13/2025 | 19.00 K | $113.63 K | 58.32% | 0.06% |
| GROUP ONE TRADING, L.P. | 11/12/2025 | 18.84 K | $112.58 K | -96.20% | 0.06% |
| SQUAREPOINT OPS LLC | 11/14/2025 | 18.68 K | $111.63 K | -71.16% | 0.06% |
| CLEARSTEAD ADVISORS, LLC | 11/10/2025 | 17.51 K | $104.62 K | 0.00% | 0.06% |
| JONES FINANCIAL COMPANIES LLLP | 11/04/2025 | 17.05 K | $106.73 K | -38.40% | 0.06% |
B. Riley Financial, Inc. institutional Ownership - FAQ's
During the previous two years, 127 institutional investors and hedge funds held shares of B. Riley Financial, Inc.. The most heavily invested institutionals were:
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 1.06 M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 898,321
VANGUARD GROUP INC: 851,840
Soviero Asset Management, LP: 370,000
MILLENNIUM MANAGEMENT LLC: 367,984
BlackRock, Inc.: 367,492
20.47% of B. Riley Financial, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 12.89 M shares in the last 24 months. This purchase volume represents approximately $76.54 M in transactions.