Beneficient
BENFW- Exchange
- Nasdaq
- Industry
- Finance Services
- SEC CIK
- 0001775734
In the last 90 days, Beneficient insiders filed 3 open-market purchases and 0 sales; 19 institutions reported holding it in 13F filings for Q2 2026, worth $50.3K in total; no superinvestor holds it.
Other share classesBENF
13F holders, Q2 2023
Institutional positions in Beneficient as of Jun 30, 2023. 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
- 34
- +34 vs. Q1 2023
- Shares held
- 8.68M
- +8.68M vs. Q1 2023
- Total value
- $536.9K
- +$536.9K vs. Q1 2023
- New holders
- 34
- 0 more added
- Sold out
- 0
- 0 more reduced
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BENFW 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 | 19 | $50.3K |
| Q1 2026 | 20 | $65.8K |
| Q4 2025 | 18 | $49.8K |
| Q3 2025 | 20 | $67.4K |
| Q2 2025 | 20 | $35.3K |
| Q1 2025 | 21 | $36.8K |
| Q4 2024 | 24 | $42.5K |
| Q3 2024 | 24 | $43.3K |
| Q2 2024 | 25 | $47.7K |
| Q1 2024 | 29 | $78.0K |
| Q4 2023 | 29 | $94.2K |
| Q3 2023 | 31 | $404.9K |
| Q2 2023 | 34 | $536.9K |
| 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 2023
Shares, value and share of portfolio for each institution holding Beneficient; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 77 | $4 | 0.00% | +77 | New |
| Landscape Capital Management, L.L.C. | 15,074 | $716 | 0.00% | +15,074 | New |
| Ancora Advisors, LLC | 16,773 | $797 | 0.00% | +16,773 | New |
| D. E. Shaw & Co., Inc. | 19,500 | $926 | 0.00% | +19,500 | New |
| Flow Traders U.S. LLC | 14,564 | $1.00K | 0.00% | +14,564 | New |
| Wolverine Asset Management LLC | 22,366 | $1.06K | 0.00% | +22,366 | New |
| Spartan Fund Management Inc. | 38,485 | $1.83K | 0.00% | +38,485 | New |
| Walleye Trading LLC | 71,908 | $3.42K | 0.00% | +71,908 | New |
| Bulldog Investors, LLP | 77,263 | $3.67K | 0.00% | +77,263 | New |
| Crystalline Management Inc. | 86,250 | $4.10K | 0.00% | +86,250 | New |
| Empyrean Capital Partners, LP | 100,000 | $4.75K | 0.00% | +100,000 | New |
| CNH Partners LLC | 107,851 | $5.12K | 0.00% | +107,851 | New |
| Walleye Capital LLC | 107,965 | $5.13K | 0.00% | +107,965 | New |
| Warberg Asset Management LLC | 110,000 | $5.22K | 0.00% | +110,000 | New |
| Radcliffe Capital Management, L.P. | 149,998 | $7.25K | 0.00% | +149,998 | New |
| Clear Street LLC | 170,783 | $8.11K | 0.00% | +170,783 | New |
| Calamos Advisors LLC | 187,500 | $8.91K | 0.00% | +187,500 | New |
| Q Global Advisors, LLC | 189,513 | $9.00K | 0.01% | +189,513 | New |
| Context Capital Management, LLC | 210,024 | $10.0K | 0.00% | +210,024 | New |
| K2 Principal Fund, L.P. | 230,012 | $10.9K | 0.00% | +230,012 | New |
| Periscope Capital Inc. | 240,300 | $11.4K | 0.00% | +240,300 | New |
| Tenor Capital Management Co., L.P. | 300,000 | $14.3K | 0.00% | +300,000 | New |
| Hudson Bay Capital Management LP | 300,000 | $14.3K | 0.00% | +300,000 | New |
| Exos TFP Holdings LLC | 366,796 | $17.4K | 0.01% | +366,796 | New |
| Goldman Sachs Group Inc | 379,725 | $18.0K | 0.00% | +379,725 | New |
| Polar Asset Management Partners Inc. | 440,150 | $21.3K | 0.00% | +440,150 | New |
| LMR Partners LLP | 487,500 | $23.2K | 0.00% | +487,500 | New |
| CVI Holdings, LLC | 488,683 | $23.2K | 0.02% | +488,683 | New |
| Ionic Capital Management LLC | 561,898 | $26.7K | 0.01% | +561,898 | New |
| Rivernorth Capital Management, LLC | 562,494 | $28.1K | 0.00% | +562,494 | New |
| MMCAP International Inc. SPC | 750,000 | $35.6K | 0.01% | +750,000 | New |
| Yakira Capital Management, Inc. | 749,999 | $35.6K | 0.01% | +749,999 | New |
| EHP Funds Inc. | 1,130,275 | $53.7K | 0.02% | +1,130,275 | New |
| Highbridge Capital Management LLC | – | $122.2K | 0.01% | – | New |