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, Q3 2025
Institutional positions in Beneficient as of Sep 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
- 19
- +1 vs. Q2 2025
- Shares held
- 428.1K
- −313.9K (−42.3%) vs. Q2 2025
- Total value
- $407.0K
- +$185.1K (+83.4%) vs. Q2 2025
- New holders
- 6
- 0 more added
- Sold out
- 5
- 6 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Beneficient; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 20 | $19 | 0.00% | +20 | New |
| SBI Securities Co., Ltd. | 37 | $35 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 65 | $62 | 0.00% | −3−4.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 188 | $179 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 2,400 | $2.28K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,293 | $5.04K | 0.00% | −41−0.8% | Reduced |
| UBS Group AG | 8,601 | $8.18K | 0.00% | −47,512−84.7% | Reduced |
| BlackRock, Inc. | 9,060 | $8.62K | 0.00% | −75−0.8% | Reduced |
| Vanguard Group Inc | 12,378 | $11.8K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 16,694 | $15.9K | 0.00% | +16,694 | New |
| Susquehanna International Group, LLP | 19,388 | $18.4K | 0.00% | +19,388 | New |
| Commonwealth Equity Services, LLC | 21,212 | $20.0K | 0.00% | −2,937−12.2% | Reduced |
| Two Sigma Investments, LP | 23,769 | $22.6K | 0.00% | +23,769 | New |
| Global Assets Advisory, LLC | 23,810 | $22.6K | 0.01% | +23,810 | New |
| Marex Group plc | 30,302 | $28.8K | 0.00% | +30,302 | New |
| State Street Corp | 59,554 | $56.6K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 60,548 | $57.6K | 0.00% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 61,000 | $58.0K | 0.00% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 73,743 | $70.1K | 0.00% | −49,136−40.0% | Reduced |
| Stifel Financial Corp | 0 | $0 | 0.00% | −144,900−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −75,757−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −55,847−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −35,870−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −15,819−100.0% | Sold out |
| Hatteras Investment Partners, LP | – | – | – | – | Not filed |
| Legacy Investment Solutions, LLC | – | – | – | – | Not filed |