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, Q1 2026
Institutional positions in Beneficient as of Mar 31, 2026. 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
- 14
- +2 vs. Q4 2025
- Shares held
- 559.8K
- +269.0K (+92.5%) vs. Q4 2025
- Total value
- $1.96M
- −$84.5K (−4.1%) vs. Q4 2025
- New holders
- 5
- 7 more added
- Sold out
- 3
- 1 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Beneficient; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 7 | $25 | 0.00% | +3+75.0% | Added |
| Newbridge Financial Services Group, Inc. | 24 | $84 | 0.00% | +24 | New |
| Legacy Wealth Managment, LLC | 300 | $1.05K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 796 | $2.79K | 0.00% | −3,142−79.8% | Reduced |
| UBS Group AG | 5,988 | $21.0K | 0.00% | +5,905+7,114.5% | Added |
| Vanguard Global Advisers, LLC | 8,750 | $30.6K | 0.00% | +8,750 | New |
| Ausdal Financial Partners, Inc. | 11,817 | $41.4K | 0.00% | +1,456+14.1% | Added |
| Morgan Stanley | 24,038 | $84.1K | 0.00% | +24,038 | New |
| Northern Trust Corp | 31,411 | $109.9K | 0.00% | +14,156+82.0% | Added |
| BlackRock, Inc. | 45,323 | $158.6K | 0.00% | +702+1.6% | Added |
| State Street Corp | 51,845 | $181.5K | 0.00% | +28,802+125.0% | Added |
| Vanguard Fiduciary Trust Co | 71,511 | $250.3K | 0.00% | +71,511 | New |
| Vanguard Capital Management LLC | 150,000 | $525.0K | 0.00% | +150,000 | New |
| Geode Capital Management, LLC | 158,027 | $553.4K | 0.00% | +3,770+2.4% | Added |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −18,922−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −17,887−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |