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, Q2 2025
Institutional positions in Beneficient as of Jun 30, 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
- 20
- +1 vs. Q1 2025
- Shares held
- 1.31M
- +170.5K (+15.0%) vs. Q1 2025
- Total value
- $391.5K
- +$37.9K (+10.7%) vs. Q1 2025
- New holders
- 4
- 3 more added
- Sold out
- 3
- 1 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Beneficient; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hatteras Investment Partners, LP | 562,749 | $168.9K | 100.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 144,900 | $43.5K | 0.00% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 122,879 | $36.9K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 75,757 | $22.0K | 0.00% | +59,469+365.1% | Added |
| HighPoint Advisor Group LLC | 61,000 | $18.3K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 60,548 | $18.2K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 59,554 | $17.9K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 55,847 | $17.0K | 0.00% | +55,847 | New |
| UBS Group AG | 56,113 | $16.8K | 0.00% | +38,365+216.2% | Added |
| Citadel Advisors LLC | 35,870 | $10.8K | 0.00% | +35,870 | New |
| Commonwealth Equity Services, LLC | 24,149 | $7.00K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 15,819 | $4.75K | 0.00% | +15,819 | New |
| Vanguard Group Inc | 12,378 | $3.71K | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 9,135 | $2.74K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,334 | $1.60K | 0.00% | −8−0.1% | Reduced |
| Legacy Wealth Managment, LLC | 2,400 | $721 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 2,400 | $721 | 0.00% | +2,400 | New |
| Newbridge Financial Services Group, Inc. | 188 | $56 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 68 | $20 | 0.00% | +5+7.9% | Added |
| SBI Securities Co., Ltd. | 37 | $11 | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −37,217−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |