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, Q4 2023
Institutional positions in Beneficient as of Dec 31, 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
- 29
- −2 vs. Q3 2023
- Shares held
- 7.18M
- −863.6K (−10.7%) vs. Q3 2023
- Total value
- $94.2K
- −$310.7K (−76.7%) vs. Q3 2023
- New holders
- 5
- 0 more added
- Sold out
- 7
- 3 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Beneficient; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 77 | $1 | 0.00% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 10,000 | $100 | 0.00% | +10,000 | New |
| Susquehanna International Group, LLP | 16,173 | $105 | 0.00% | +16,173 | New |
| D. E. Shaw & Co., Inc. | 19,500 | $127 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 16,773 | $168 | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 22,235 | $222 | 0.00% | 00.0% | Unchanged |
| Cruiser Capital Advisors, LLC | 48,750 | $488 | 0.00% | +48,750 | New |
| Walleye Trading LLC | 71,908 | $719 | 0.00% | 00.0% | Unchanged |
| Crystalline Management Inc. | 86,250 | $863 | 0.00% | 00.0% | Unchanged |
| Empyrean Capital Partners, LP | 100,000 | $1.00K | 0.00% | 00.0% | Unchanged |
| Warberg Asset Management LLC | 104,385 | $1.04K | 0.00% | −5,615−5.1% | Reduced |
| Calamos Advisors LLC | 187,500 | $1.22K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 127,839 | $1.28K | 0.00% | 00.0% | Unchanged |
| Clear Street LLC | 170,583 | $1.71K | 0.00% | −200−0.1% | Reduced |
| Hudson Bay Capital Management LP | 300,000 | $1.95K | 0.00% | 00.0% | Unchanged |
| Q Global Advisors, LLC | 189,513 | $2.00K | 0.00% | 00.0% | Unchanged |
| Context Capital Management, LLC | 210,024 | $2.10K | 0.00% | 00.0% | Unchanged |
| Periscope Capital Inc. | 240,300 | $2.40K | 0.00% | 00.0% | Unchanged |
| CVI Holdings, LLC | 407,529 | $2.65K | 0.01% | −5,545−1.3% | Reduced |
| Tenor Capital Management Co., L.P. | 300,000 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cowen and Company, LLC | 350,000 | $3.50K | 0.00% | +350,000 | New |
| Exos TFP Holdings LLC | 366,796 | $3.67K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 379,725 | $3.80K | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 487,500 | $4.88K | 0.00% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 562,494 | $5.63K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 905,343 | $5.88K | 0.00% | +905,343 | New |
| Yakira Capital Management, Inc. | 749,999 | $7.50K | 0.00% | 00.0% | Unchanged |
| MMCAP International Inc. SPC | 750,000 | $7.50K | 0.00% | 00.0% | Unchanged |
| Highbridge Capital Management LLC | – | $28.7K | 0.00% | – | – |
| EHP Funds Inc. | 0 | $0 | 0.00% | −1,089,375−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −440,150−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −222,812−100.0% | Sold out |
| Ionic Capital Management LLC | 0 | $0 | 0.00% | −179,808−100.0% | Sold out |
| Radcliffe Capital Management, L.P. | 0 | $0 | 0.00% | −131,334−100.0% | Sold out |
| Bulldog Investors, LLP | 0 | $0 | 0.00% | −75,698−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −43,304−100.0% | Sold out |