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 2024 vs. Q2 2024
How the institutions holding Beneficient changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Of which not filed for Q3 2024 | Q3 2024 | Change |
|---|---|---|---|---|
| Holders | 12 | 1 | 16 | +5 |
| Shares | 1.27M | 10.9K | 803.1K | −459.1K (−36.4%) |
| Value | $2.83M | $24.1K | $993.8K | −$1.81M (−64.5%) |
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (7)
Institutions that held Beneficient at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| HighPoint Advisor Group LLC | 61,000 | $81.7K | 0.00% |
| State Street Corp | 59,554 | $73.3K | 0.00% |
| Ausdal Financial Partners, Inc. | 20,162 | $24.8K | 0.00% |
| BlackRock, Inc. | 10,868 | $13.4K | 0.00% |
| Legacy Investment Solutions, LLC | 2,480 | $3.10K | 0.00% |
| Legacy Wealth Managment, LLC | 2,480 | $3.10K | 0.00% |
| Financial Management Professionals, Inc. | 406 | $0 | 0.00% |
Sold out (2)
Institutions that held Beneficient at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Rivernorth Capital Management, LLC | 614,947 | $1.37M |
| JPMorgan Chase & Co | 3 | $7 |
Not filed for Q3 2024 yet (1)
Institutions that held Beneficient at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| BlackRock Inc. | 10,868 | $24.1K |