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Beneficient

BENF
Exchange
Nasdaq
Industry
Finance Services
SEC CIK
0001775734

In the last 90 days, Beneficient insiders filed 3 open-market purchases and 0 sales; 15 institutions reported holding it in 13F filings for Q2 2026, worth $3.24M in total; no superinvestor holds it.

Other share classesBENFW

Key figures

Insider buysLast 90 days, $35.0K in total
3
Insider sellsOpen market, last 90 days
0
13F holdersQ2 2026, +1 vs. previous quarter
15
13F valueReported value at the end of Q2 2026
$3.24M
Superinvestors holdingAt the end of Q2 2026
0

Price chart

Superinvestors holding BENF, Q2 2026

Go to the superinvestors tab

No superinvestor reported holding BENF at the end of Q2 2026.

Latest insider trades

Open-market purchases and sales by Beneficient insiders from Form 4, newest first.

See all insider trades
Insider trades
Filed (ET)Trade dateFiling delayInsiderTransactionSharesAvg priceValueHolding changeFlags
Sep 17, 2026 (view filing)4:15 PM ETSep 152 daysFletcher Derek L.See RemarksPPurchaseClass A Common Stock+4.72K$1.06+$5.00K+762.0%5.34K after
Sep 17, 2026 (view filing)4:15 PM ETSep 152 daysCangany Peter T JrDirectorPPurchaseClass A Common Stock+18.9K$1.06+$20.0K+23.7%98.5K after
Sep 17, 2026 (view filing)4:15 PM ETSep 152 daysSilk James G.Chief Executive OfficerPPurchaseClass A Common Stock+9.43K$1.06+$10.0K+0.9%1.11M after
Mar 4, 2025 (view filing)7:01 PM ETFeb 28-Mar 44 daysWelday JeffSee RemarksSSaleClass A Common Stock−1.38K$0.3624−$501.16−1.0%140.0K after2 lots
Feb 27, 2025 (view filing)6:33 PM ETFeb 25-272 daysWelday JeffSee RemarksSSaleClass A Common Stock−847$0.4172−$353.36−0.6%141.4K after3 lots
Feb 24, 2025 (view filing)6:31 PM ETFeb 20-244 daysWelday JeffSee RemarksSSaleClass A Common Stock−1.23K$0.4327−$531.4−0.9%142.3K after3 lots
Feb 19, 2025 (view filing)6:36 PM ETFeb 14-195 daysWelday JeffSee RemarksSSaleClass A Common Stock−1.74K$0.4825−$837.21−1.2%143.5K after3 lots
Feb 13, 2025 (view filing)Feb 11-132 daysWelday JeffSee RemarksSSaleClass A Common Stock−3.98K$0.6432−$2.56K−2.7%145.2K after3 lots
Feb 10, 2025 (view filing)Feb 6-104 daysWelday JeffSee RemarksSSaleClass A Common Stock−782$0.5857−$457.98−0.5%149.2K after3 lots
Feb 6, 2025 (view filing)Feb 3-53 daysLateWelday JeffSee RemarksSSaleClass A Common Stock−612$0.5944−$363.8−0.4%150.0K after3 lots

Top 10 13F holders, Q2 2026

The largest institutional positions in Beneficient at the end of Q2 2026; share changes are against Q1 2026.

See all 15 holders
Institutions holding BENF in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Yorkville Advisors Global, LP280,631$1.03M1.20%+280,631New
Geode Capital Management, LLC154,649$569.4K0.00%−3,378−2.1%Reduced
Vanguard Capital Management LLC153,491$564.8K0.00%+3,491+2.3%Added
Vanguard Fiduciary Trust Co72,070$265.2K0.00%+559+0.8%Added
State Street Corp66,345$244.2K0.00%+14,500+28.0%Added
BlackRock, Inc.49,528$182.3K0.00%+4,205+9.3%Added
Morgan Stanley45,122$166.0K0.00%+21,084+87.7%Added
Northern Trust Corp31,411$115.6K0.00%00.0%Unchanged
Ausdal Financial Partners, Inc.13,817$50.8K0.00%+2,000+16.9%Added
Vanguard Global Advisers, LLC8,750$32.2K0.00%00.0%Unchanged