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, Q4 2025
Institutional positions in Beneficient as of Dec 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
- 13
- −5 vs. Q3 2025
- Shares held
- 527.9K
- +116.5K (+28.3%) vs. Q3 2025
- Total value
- $3.71M
- +$3.32M (+848.9%) vs. Q3 2025
- New holders
- 2
- 4 more added
- Sold out
- 7
- 7 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Beneficient; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 4 | $28 | 0.00% | −33−89.2% | Reduced |
| UBS Group AG | 83 | $583 | 0.00% | −8,518−99.0% | Reduced |
| Bank of America Corp | 118 | $830 | 0.00% | +53+81.5% | Added |
| Legacy Wealth Managment, LLC | 300 | $2.11K | 0.00% | −2,100−87.5% | Reduced |
| Tower Research Capital LLC (TRC) | 3,938 | $27.7K | 0.00% | −1,355−25.6% | Reduced |
| Ausdal Financial Partners, Inc. | 10,361 | $72.8K | 0.00% | −63,382−85.9% | Reduced |
| Northern Trust Corp | 17,255 | $121.3K | 0.00% | +17,255 | New |
| Global Assets Advisory, LLC | 17,887 | $125.7K | 0.04% | −5,923−24.9% | Reduced |
| Jane Street Group, LLC | 18,922 | $133.0K | 0.00% | +18,922 | New |
| State Street Corp | 23,043 | $162.0K | 0.00% | −36,511−61.3% | Reduced |
| BlackRock, Inc. | 44,621 | $313.7K | 0.00% | +35,561+392.5% | Added |
| Geode Capital Management, LLC | 154,257 | $1.08M | 0.00% | +93,709+154.8% | Added |
| Vanguard Group Inc | 237,129 | $1.67M | 0.00% | +224,751+1,815.7% | Added |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −61,000−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −30,302−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −23,769−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −21,212−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −19,388−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −188−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |