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, Q1 2025
Institutional positions in Beneficient as of Mar 31, 2025. 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
- 19
- −1 vs. Q4 2024
- Shares held
- 1.14M
- +63.4K (+5.9%) vs. Q4 2024
- Total value
- $353.6K
- −$440.7K (−55.5%) vs. Q4 2024
- New holders
- 2
- 6 more added
- Sold out
- 3
- 2 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Beneficient; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hatteras Investment Partners, LP | 562,749 | $175.9K | 100.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 144,900 | $45.3K | 0.00% | +72,400+99.9% | Added |
| Ausdal Financial Partners, Inc. | 122,879 | $38.4K | 0.00% | +59,500+93.9% | Added |
| Geode Capital Management, LLC | 60,548 | $18.9K | 0.00% | +36,183+148.5% | Added |
| State Street Corp | 59,554 | $18.6K | 0.00% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 61,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 37,217 | $11.6K | 0.00% | +37,217 | New |
| Commonwealth Equity Services, LLC | 24,149 | $8.00K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 17,748 | $5.55K | 0.00% | −54,341−75.4% | Reduced |
| HRT Financial LP | 16,288 | $5.00K | 0.00% | +3,083+23.3% | Added |
| Vanguard Group Inc | 12,378 | $3.87K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 9,135 | $2.86K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,342 | $1.67K | 0.00% | +8+0.1% | Added |
| Legacy Wealth Managment, LLC | 2,400 | $751 | 0.00% | −80−3.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 188 | $59 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 63 | $19 | 0.00% | +31+96.9% | Added |
| SBI Securities Co., Ltd. | 37 | $12 | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 5 | $2 | 0.00% | +5 | New |
| Transce3nd, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −52,307−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −37,904−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −406−100.0% | Sold out |
| Legacy Investment Solutions, LLC | – | – | – | – | Not filed |