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
13F holders, Q4 2024
Institutional positions in Beneficient as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 21
- +5 vs. Q3 2024
- Shares held
- 1.08M
- +272.5K (+33.9%) vs. Q3 2024
- Total value
- $795.8K
- −$197.9K (−19.9%) vs. Q3 2024
- New holders
- 5
- 6 more added
- Sold out
- 0
- 2 more reduced
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BENF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 15 | $3.24M |
| Q1 2026 | 14 | $1.96M |
| Q4 2025 | 13 | $3.71M |
| Q3 2025 | 19 | $407.0K |
| Q2 2025 | 20 | $391.5K |
| Q1 2025 | 19 | $353.6K |
| Q4 2024 | 21 | $795.8K |
| Q3 2024 | 16 | $993.8K |
| Q2 2024 | 12 | $2.83M |
| Q1 2024 | 21 | $3.44M |
| Q4 2023 | 19 | $26.1M |
| Q3 2023 | 14 | $140.2M |
| Q2 2023 | 9 | $156.6M |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Beneficient; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Transce3nd, LLC | 1 | $1 | 0.00% | +1 | New |
| Bank of America Corp | 32 | $24 | 0.00% | +7+28.0% | Added |
| SBI Securities Co., Ltd. | 37 | $28 | 0.00% | +37 | New |
| Newbridge Financial Services Group, Inc. | 188 | $140 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 406 | $302 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 2,480 | $1.49K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 2,480 | $1.49K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,334 | $3.97K | 0.00% | −14−0.3% | Reduced |
| BlackRock, Inc. | 9,135 | $6.80K | 0.00% | −1,733−15.9% | Reduced |
| HRT Financial LP | 13,205 | $9.00K | 0.00% | +13,205 | New |
| Vanguard Group Inc | 12,378 | $9.22K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 24,149 | $18.0K | 0.00% | +10,000+70.7% | Added |
| Geode Capital Management, LLC | 24,365 | $18.1K | 0.00% | +6,815+38.8% | Added |
| Virtu Financial LLC | 37,904 | $28.0K | 0.00% | +37,904 | New |
| Jane Street Group, LLC | 52,307 | $38.9K | 0.00% | +52,307 | New |
| HighPoint Advisor Group LLC | 61,000 | $42.1K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 59,554 | $44.3K | 0.00% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 63,379 | $47.2K | 0.00% | +43,217+214.3% | Added |
| UBS Group AG | 72,089 | $53.7K | 0.00% | +62,590+658.9% | Added |
| Stifel Financial Corp | 72,500 | $54.0K | 0.00% | +48,200+198.4% | Added |
| Hatteras Investment Partners, LP | 562,749 | $419.0K | 100.00% | 00.0% | Unchanged |