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, Q1 2024
Institutional positions in Beneficient as of Mar 31, 2024. 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
- +1 vs. Q4 2023
- Shares held
- 7.18M
- +362.0K (+5.3%) vs. Q4 2023
- Total value
- $78.0K
- −$12.6K (−13.9%) vs. Q4 2023
- New holders
- 2
- 1 more added
- Sold out
- 1
- 0 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Beneficient; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Highbridge Capital Management LLC | – | $22.3K | 0.00% | – | – |
| Citadel Advisors LLC | 905,943 | $8.79K | 0.00% | +600+0.1% | Added |
| Yakira Capital Management, Inc. | 749,999 | $6.11K | 0.00% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 562,494 | $5.63K | 0.00% | 00.0% | Unchanged |
| MMCAP International Inc. SPC | 750,000 | $5.40K | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 487,500 | $3.51K | 0.00% | 00.0% | Unchanged |
| CVI Holdings, LLC | 407,529 | $2.93K | 0.00% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 300,000 | $2.91K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 379,725 | $2.70K | 0.00% | 00.0% | Unchanged |
| Exos Asset Management LLC | 366,796 | $2.64K | 0.00% | +366,796 | New |
| Cowen and Company, LLC | 350,000 | $2.52K | 0.00% | 00.0% | Unchanged |
| Tenor Capital Management Co., L.P. | 300,000 | $2.16K | 0.00% | 00.0% | Unchanged |
| Periscope Capital Inc. | 240,300 | $1.90K | 0.00% | 00.0% | Unchanged |
| Calamos Advisors LLC | 187,500 | $1.52K | 0.00% | 00.0% | Unchanged |
| Clear Street LLC | 170,583 | $1.23K | 0.00% | 00.0% | Unchanged |
| Q Global Advisors, LLC | 189,513 | $1.00K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 127,839 | $920 | 0.00% | 00.0% | Unchanged |
| Warberg Asset Management LLC | 104,385 | $851 | 0.00% | 00.0% | Unchanged |
| Empyrean Capital Partners, LP | 100,000 | $815 | 0.00% | 00.0% | Unchanged |
| Crystalline Management Inc. | 86,250 | $621 | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 71,908 | $518 | 0.00% | 00.0% | Unchanged |
| Cruiser Capital Advisors, LLC | 48,750 | $382 | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 19,500 | $189 | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 22,235 | $160 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 16,773 | $119 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 10,816 | $76 | 0.00% | +10,816 | New |
| Ausdal Financial Partners, Inc. | 10,000 | $71 | 0.00% | 00.0% | Unchanged |
| Context Capital Management, LLC | 210,024 | $21 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 77 | $1 | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −16,173−100.0% | Sold out |
| Exos TFP Holdings LLC | – | – | – | – | Not filed |