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 2024
Institutional positions in Beneficient as of Dec 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
- 24
- +1 vs. Q3 2024
- Shares held
- 5.52M
- +416.7K (+8.2%) vs. Q3 2024
- Total value
- $42.5K
- −$46 (−0.1%) vs. Q3 2024
- New holders
- 3
- 1 more added
- Sold out
- 2
- 3 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Beneficient; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MMCAP International Inc. SPC | 750,000 | $5.78K | 0.00% | 00.0% | Unchanged |
| Yakira Capital Management, Inc. | 749,999 | $5.78K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 635,382 | $4.89K | 0.00% | −22,345−3.4% | Reduced |
| Rivernorth Capital Management, LLC | 562,494 | $4.33K | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 487,500 | $3.75K | 0.00% | +487,500 | New |
| Goldman Sachs Group Inc | 379,725 | $2.92K | 0.00% | 00.0% | Unchanged |
| Exos Asset Management LLC | 366,796 | $2.82K | 0.65% | 00.0% | Unchanged |
| Tenor Capital Management Co., L.P. | 300,000 | $2.31K | 0.00% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 300,000 | $2.31K | 0.00% | 00.0% | Unchanged |
| Context Capital Management, LLC | 210,024 | $1.62K | 0.00% | 00.0% | Unchanged |
| Calamos Advisors LLC | 187,500 | $1.44K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 161,673 | $1.25K | 0.00% | +96,965+149.9% | Added |
| Periscope Capital Inc. | 125,000 | $963 | 0.00% | −25,000−16.7% | Reduced |
| Empyrean Capital Partners, LP | 100,000 | $770 | 0.00% | 00.0% | Unchanged |
| Heights Capital Management, Inc | 67,109 | $517 | 0.00% | 00.0% | Unchanged |
| Cruiser Capital Advisors, LLC | 48,750 | $375 | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 22,235 | $171 | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 19,500 | $150 | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 17,874 | $138 | 0.00% | −97,165−84.5% | Reduced |
| Ancora Advisors, LLC | 15,273 | $118 | 0.00% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 10,000 | $77 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 77 | $1 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 100 | $1 | 0.00% | +100 | New |
| Clear Street LLC | 184 | $1 | 0.00% | +184 | New |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −21,255−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −2,318−100.0% | Sold out |
| Crystalline Management Inc. | – | – | – | – | Not filed |