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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 37 | $11 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 68 | $20 | 0.00% | +5+7.9% | Added |
| Newbridge Financial Services Group, Inc. | 188 | $56 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 2,400 | $721 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 2,400 | $721 | 0.00% | +2,400 | New |
| Tower Research Capital LLC (TRC) | 5,334 | $1.60K | 0.00% | −8−0.1% | Reduced |
| BlackRock, Inc. | 9,135 | $2.74K | 0.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 12,378 | $3.71K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 15,819 | $4.75K | 0.00% | +15,819 | New |
| Commonwealth Equity Services, LLC | 24,149 | $7.00K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 35,870 | $10.8K | 0.00% | +35,870 | New |
| UBS Group AG | 56,113 | $16.8K | 0.00% | +38,365+216.2% | Added |
| Virtu Financial LLC | 55,847 | $17.0K | 0.00% | +55,847 | New |
| State Street Corp | 59,554 | $17.9K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 60,548 | $18.2K | 0.00% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 61,000 | $18.3K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 75,757 | $22.0K | 0.00% | +59,469+365.1% | Added |
| Ausdal Financial Partners, Inc. | 122,879 | $36.9K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 144,900 | $43.5K | 0.00% | 00.0% | Unchanged |
| Hatteras Investment Partners, LP | 562,749 | $168.9K | 100.00% | 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 |