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 2026
Institutional positions in Beneficient as of Jun 30, 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
- 15
- +1 vs. Q1 2026
- Shares held
- 880.2K
- +320.3K (+57.2%) vs. Q1 2026
- Total value
- $3.24M
- +$1.28M (+65.3%) vs. Q1 2026
- New holders
- 3
- 6 more added
- Sold out
- 2
- 2 more reduced
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Beneficient; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citigroup Inc | 4 | $15 | 0.00% | +4 | New |
| SBI Securities Co., Ltd. | 7 | $26 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 24 | $88 | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 60 | $221 | 0.00% | +60 | New |
| UBS Group AG | 4,271 | $15.7K | 0.00% | −1,717−28.7% | Reduced |
| Vanguard Global Advisers, LLC | 8,750 | $32.2K | 0.00% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 13,817 | $50.8K | 0.00% | +2,000+16.9% | Added |
| Northern Trust Corp | 31,411 | $115.6K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 45,122 | $166.0K | 0.00% | +21,084+87.7% | Added |
| BlackRock, Inc. | 49,528 | $182.3K | 0.00% | +4,205+9.3% | Added |
| State Street Corp | 66,345 | $244.2K | 0.00% | +14,500+28.0% | Added |
| Vanguard Fiduciary Trust Co | 72,070 | $265.2K | 0.00% | +559+0.8% | Added |
| Vanguard Capital Management LLC | 153,491 | $564.8K | 0.00% | +3,491+2.3% | Added |
| Geode Capital Management, LLC | 154,649 | $569.4K | 0.00% | −3,378−2.1% | Reduced |
| Yorkville Advisors Global, LP | 280,631 | $1.03M | 1.20% | +280,631 | New |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −796−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |