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Livermore
Livermore
ZHEN

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

Holders of 5% or more of BENF

Holders whose latest Schedule 13D or 13G filing reports 5% or more of Beneficient, largest stake first. The change is against the holder's previous filing.

No holder currently reports owning 5% or more of Beneficient on Schedule 13D or 13G.

Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.

13D and 13G filings

7 Schedule 13D and 13G filings on Beneficient, newest first, including old-format filings without a stake.

Schedule 13D and 13G filings on BENF
Filed (ET)FilerFormStakeChangeEvent dateFiling
Nov 14, 202510:35 AM ETHatteras Investment Partners, LP13G/A0.00%0 shares−6.70 ppfrom 6.70%Below 5%Sep 30, 2025SEC
Aug 19, 20259:18 AM ETHatteras Investment Partners, LP13G/A6.70%562.7K shares0.00 ppfrom 6.70%Jun 30, 2025SEC
May 19, 202511:09 AM ETHatteras Investment Partners, LP13G/A6.70%562.7K shares−0.20 ppfrom 6.90%Mar 31, 2025SEC
Jan 21, 20255:55 PM ETHatteras Investment Partners, LP13G6.90%562.7K shares−5.40 ppfrom 12.30%Dec 31, 2024SEC
Dec 26, 20247:37 PM ETHeppner Brad Kand 2 others13D/A2.80%236.5K shares–Below 5%Dec 22, 2024SEC
Oct 21, 202410:47 AM ETHatteras Investment Partners, LP13G/A12.30%562.7K shares−6.40 ppfrom 18.70%Sep 30, 2024SEC
Oct 8, 20245:54 PM ETHatteras Investment Partners, LP13G18.70%48.1M sharesNewSep 30, 2024SEC

Form 144: proposed insider sales

Notices from officers, directors and other affiliates planning to sell Beneficient shares.

No Form 144 notices for Beneficient are on file.