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 2026
Institutional positions in Beneficient as of Mar 31, 2026. 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
- +2 vs. Q4 2025
- Shares held
- 4.76M
- +74.6K (+1.6%) vs. Q4 2025
- Total value
- $65.8K
- +$15.9K (+32.0%) vs. Q4 2025
- New holders
- 2
- 0 more added
- Sold out
- 0
- 1 more reduced
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Beneficient; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ausdal Financial Partners, Inc. | 10,000 | $140 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 15,273 | $214 | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 19,500 | $244 | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 22,235 | $311 | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 32,320 | $404 | 0.00% | +32,320 | New |
| Cruiser Capital Advisors, LLC | 48,750 | $683 | 0.00% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 50,000 | $700 | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 62,521 | $782 | 0.00% | +62,521 | New |
| Empyrean Capital Partners, LP | 100,000 | $1.40K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 110,076 | $1.54K | 0.00% | −20,205−15.5% | Reduced |
| Calamos Advisors LLC | 187,500 | $2.34K | 0.00% | 00.0% | Unchanged |
| Context Capital Management, LLC | 210,024 | $2.94K | 0.00% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 300,000 | $3.75K | 0.00% | 00.0% | Unchanged |
| Tenor Capital Management Co., L.P. | 300,000 | $4.20K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 365,296 | $5.11K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 379,725 | $5.32K | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 487,500 | $6.83K | 0.00% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 562,494 | $7.88K | 0.00% | 00.0% | Unchanged |
| Clear Street Group Inc. | 747,999 | $10.5K | 0.00% | 00.0% | Unchanged |
| MMCAP International Inc. SPC | 750,000 | $10.5K | 0.00% | 00.0% | Unchanged |