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 2025
Institutional positions in Beneficient as of Jun 30, 2025. 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
- 20
- −1 vs. Q1 2025
- Shares held
- 5.30M
- +286.7K (+5.7%) vs. Q1 2025
- Total value
- $35.3K
- −$1.47K (−4.0%) vs. Q1 2025
- New holders
- 2
- 1 more added
- Sold out
- 3
- 1 more reduced
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Beneficient; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ausdal Financial Partners, Inc. | 10,000 | $69 | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 19,500 | $105 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 15,273 | $105 | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 25,634 | $138 | 0.00% | +25,634 | New |
| Wolverine Asset Management LLC | 22,235 | $153 | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 37,980 | $262 | 0.00% | 00.0% | Unchanged |
| Cruiser Capital Advisors, LLC | 48,750 | $336 | 0.00% | 00.0% | Unchanged |
| Empyrean Capital Partners, LP | 100,000 | $690 | 0.00% | 00.0% | Unchanged |
| Periscope Capital Inc. | 125,000 | $863 | 0.00% | 00.0% | Unchanged |
| Calamos Advisors LLC | 187,500 | $1.01K | 0.00% | 00.0% | Unchanged |
| Context Capital Management, LLC | 210,024 | $1.45K | 0.00% | 00.0% | Unchanged |
| Tenor Capital Management Co., L.P. | 300,000 | $2.07K | 0.00% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 300,000 | $2.07K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 366,196 | $2.53K | 0.00% | +366,196 | New |
| Goldman Sachs Group Inc | 379,725 | $2.62K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 605,336 | $3.27K | 0.00% | −23,937−3.8% | Reduced |
| LMR Partners LLP | 487,500 | $3.36K | 0.00% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 562,494 | $3.88K | 0.00% | 00.0% | Unchanged |
| Clear Street LLC | 749,399 | $5.17K | 0.00% | +749,315+892,041.7% | Added |
| MMCAP International Inc. SPC | 750,000 | $5.17K | 0.00% | 00.0% | Unchanged |
| Yakira Capital Management, Inc. | 0 | $0 | 0.00% | −749,999−100.0% | Sold out |
| Heights Capital Management, Inc | 0 | $0 | 0.00% | −67,109−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −13,383−100.0% | Sold out |