Beneficient

BENF

Exchange: Nasdaq
Industry: Finance Services
SEC CIK: 0001775734

SEC filings (opens in a new tab)

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 2025 vs. Q2 2025

How the institutions holding Beneficient changed between Q2 2025 and Q3 2025.

All holders in Q3 2025 All holders in Q2 2025

13F holders of BENF: Q2 2025 compared with Q3 2025
Measure	Q2 2025	Of which not filed for Q3 2025	Q3 2025	Change
Holders	20	2	19	+1
Shares	1.31M	565.1K	428.1K	−313.9K (−42.3%)
Value	$391.5K	$169.6K	$407.0K	+$185.1K (+83.4%)

2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (6)

Institutions that held Beneficient at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to BENF in Q3 2025
Institution	Shares	Value	% of portfolio
Marex Group plc	30,302	$28.8K	0.00%
Global Assets Advisory, LLC	23,810	$22.6K	0.01%
Two Sigma Investments, LP	23,769	$22.6K	0.00%
Susquehanna International Group, LLP	19,388	$18.4K	0.00%
Cubist Systematic Strategies, LLC	16,694	$15.9K	0.00%
FMR LLC	20	$19	0.00%

Sold out (5)

Institutions that held Beneficient at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of BENF in Q3 2025
Institution	Shares, Q2 2025	Value, Q2 2025
Stifel Financial Corp	144,900	$43.5K
HRT Financial LP	75,757	$22.0K
Virtu Financial LLC	55,847	$17.0K
Citadel Advisors LLC	35,870	$10.8K
XTX Topco Ltd	15,819	$4.75K

Not filed for Q3 2025 yet (2)

Institutions that held Beneficient at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BENF in Q2 2025 that haven't filed for Q3 2025
Institution	Shares, Q2 2025	Value, Q2 2025
Hatteras Investment Partners, LP	562,749	$168.9K
Legacy Investment Solutions, LLC	2,400	$721