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
Q3 2023 vs. Q2 2023
How the institutions holding Beneficient changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 9 | 14 | +5 |
| Shares | 52.0M | 54.1M | +2.05M (+3.9%) |
| Value | $156.6M | $140.2M | −$16.4M (−10.5%) |
New holders (10)
Institutions that held Beneficient at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| BlackRock Inc. | 869,278 | $2.25M | 0.00% |
| Geode Capital Management, LLC | 638,717 | $1.65M | 0.00% |
| Vanguard Group Inc | 546,576 | $1.42M | 0.00% |
| Northern Trust Corp | 113,819 | $294.8K | 0.00% |
| Newbridge Financial Services Group, Inc. | 96,262 | $249.3K | 0.13% |
| Charles Schwab Investment Management Inc | 37,842 | $98.0K | 0.00% |
| Bank of New York Mellon Corp | 37,833 | $98.0K | 0.00% |
| Victory Capital Management Inc | 12,649 | $32.8K | 0.00% |
| Wells Fargo & Company | 462 | $1.20K | 0.00% |
| Morgan Stanley | 250 | $648 | 0.00% |
Sold out (5)
Institutions that held Beneficient at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| State Street Corp | 27,586 | $82.8K |
| Millennium Management LLC | 19,089 | $57.3K |
| Tower Research Capital LLC (TRC) | 18,316 | $54.9K |
| Virtu Financial LLC | 14,469 | $43.0K |
| UBS Group AG | 224 | $672 |