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Livermore
Livermore
ZHEN

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, Q3 2023

Institutional positions in Beneficient as of Sep 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
31
−3 vs. Q2 2023
Shares held
8.04M
−639.0K (−7.4%) vs. Q2 2023
Total value
$404.9K
−$132.1K (−24.6%) vs. Q2 2023
New holders
0
1 more added
Sold out
3
8 more reduced

Compare with Q2 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.

Institutional holdersQ3 2023: 31 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 34 institutionsQ3 2023: 31 institutionsQ4 2023: 29 institutionsQ1 2024: 29 institutionsQ2 2024: 25 institutionsQ3 2024: 24 institutionsQ4 2024: 24 institutionsQ1 2025: 21 institutionsQ2 2025: 20 institutionsQ3 2025: 20 institutionsQ4 2025: 18 institutionsQ1 2026: 20 institutionsQ2 2026: 19 institutions
Value heldQ3 2023: $404.9K
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $536.9KQ3 2023: $404.9KQ4 2023: $94.2KQ1 2024: $78.0KQ2 2024: $47.7KQ3 2024: $43.3KQ4 2024: $42.5KQ1 2025: $36.8KQ2 2025: $35.3KQ3 2025: $67.4KQ4 2025: $49.8KQ1 2026: $65.8KQ2 2026: $50.3K
Institutions holding BENFW and their total value by quarter
QuarterHoldersValue
Q2 202619$50.3K
Q1 202620$65.8K
Q4 202518$49.8K
Q3 202520$67.4K
Q2 202520$35.3K
Q1 202521$36.8K
Q4 202424$42.5K
Q3 202424$43.3K
Q2 202425$47.7K
Q1 202429$78.0K
Q4 202329$94.2K
Q3 202331$404.9K
Q2 202334$536.9K
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Beneficient; share changes are against Q2 2023.

Institutions holding BENFW in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Tower Research Capital LLC (TRC)77$30.00%00.0%Unchanged
Ancora Advisors, LLC16,773$6460.00%00.0%Unchanged
D. E. Shaw & Co., Inc.19,500$7510.00%00.0%Unchanged
Wolverine Asset Management LLC22,235$8560.00%−131−0.6%Reduced
CNH Partners LLC43,304$1.67K0.00%−64,547−59.8%Reduced
Walleye Trading LLC71,908$2.77K0.00%00.0%Unchanged
Bulldog Investors, LLP75,698$2.91K0.00%−1,565−2.0%Reduced
Crystalline Management Inc.86,250$3.32K0.00%00.0%Unchanged
Empyrean Capital Partners, LP100,000$3.85K0.00%00.0%Unchanged
Radcliffe Capital Management, L.P.131,334$4.18K0.00%−18,664−12.4%Reduced
Warberg Asset Management LLC110,000$4.24K0.00%00.0%Unchanged
Walleye Capital LLC127,839$4.92K0.00%+19,874+18.4%Added
Clear Street LLC170,783$6.58K0.00%00.0%Unchanged
Ionic Capital Management LLC179,808$6.92K0.00%−382,090−68.0%Reduced
Q Global Advisors, LLC189,513$7.00K0.00%00.0%Unchanged
Calamos Advisors LLC187,500$7.22K0.00%00.0%Unchanged
Context Capital Management, LLC210,024$8.00K0.00%00.0%Unchanged
K2 Principal Fund, L.P.222,812$8.58K0.00%−7,200−3.1%Reduced
Periscope Capital Inc.240,300$9.25K0.00%00.0%Unchanged
Tenor Capital Management Co., L.P.300,000$11.6K0.00%00.0%Unchanged
Hudson Bay Capital Management LP300,000$11.6K0.00%00.0%Unchanged
Polar Asset Management Partners Inc.440,150$14.0K0.00%00.0%Unchanged
Exos TFP Holdings LLC366,796$14.1K0.01%00.0%Unchanged
Goldman Sachs Group Inc379,725$14.6K0.00%00.0%Unchanged
CVI Holdings, LLC413,074$15.9K0.03%−75,609−15.5%Reduced
LMR Partners LLP487,500$18.8K0.00%00.0%Unchanged
Rivernorth Capital Management, LLC562,494$22.5K0.00%00.0%Unchanged
MMCAP International Inc. SPC750,000$28.9K0.01%00.0%Unchanged
Yakira Capital Management, Inc.749,999$28.9K0.01%00.0%Unchanged
EHP Funds Inc.1,089,375$41.9K0.02%−40,900−3.6%Reduced
Highbridge Capital Management LLC–$98.5K0.01%––
Spartan Fund Management Inc.0$00.00%−38,485−100.0%Sold out
Flow Traders U.S. LLC0$00.00%−14,564−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−15,074−100.0%Sold out