BENEFICIENT (BENF)
Institutional ownership reported to the SEC as of Q2 2026, across 13 quarters.
15
Reporting holders
$3.2M
Reported value
0.0%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Yorkville Advisors Global, LP | $1.0M | 280,631 | 1.20% | new | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | $569.4K | 154,649 | 0.00% | 3q | -2.1%-$12.4K |
| VANGUARD CAPITAL MANAGEMENT LLC | $564.8K | 153,491 | 0.00% | 2q | +2.3%+$12.8K |
| VANGUARD FIDUCIARY TRUST CO | $265.2K | 72,070 | 0.00% | 2q | +0.8%+$2.1K |
| STATE STREET CORP | $244.2K | 66,345 | 0.00% | 3q | +28.0%+$53.4K |
| BlackRock, Inc. | $182.3K | 49,528 | 0.00% | 3q | +9.3%+$15.5K |
| MORGAN STANLEY | $166.0K | 45,122 | 0.00% | 2q | +87.7%+$77.6K |
| NORTHERN TRUST CORP | $115.6K | 31,411 | 0.00% | 3q | HELD |
| Ausdal Financial Partners, Inc. | $50.8K | 13,817 | 0.00% | 3q | +16.9%+$7.4K |
| Vanguard Global Advisers, LLC | $32.2K | 8,750 | 0.00% | 2q | HELD |
| UBS Group AG | $15.7K | 4,271 | 0.00% | 3q | -28.7%-$6.3K |
| BARCLAYS PLC | $221 | 60 | 0.00% | new | NEW |
| NFSG Corp | $88 | 24 | 0.00% | 2q | HELD |
| SBI Securities Co., Ltd. | $26 | 7 | 0.00% | 3q | HELD |
| CITIGROUP INC | $15 | 4 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-09 | 13D | James G. Silk INDIVIDUAL | 7.5% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 15 | $3.2M | 880,180 | 3 | 6 | 2 | 0.0% |
| Q1 2026 | 14 | $2.0M | 559,837 | 2 | 7 | 1 | 0.0% |
| Q4 2025 | 13 | $3.7M | 527,918 | 13 | 0 | 0 | 0.0% |
| Q3 2025 | 18 | $387.0K | 406,850 | 6 | 0 | 5 | 0.0% |
| Q2 2025 | 17 | $345.5K | 1,151,372 | 2 | 2 | 1 | 0.0% |
| Q1 2025 | 16 | $340.6K | 1,096,143 | 2 | 4 | 2 | 0.0% |
| Q4 2024 | 18 | $740.8K | 1,000,414 | 2 | 5 | 1 | 0.0% |
| Q3 2024 | 14 | $976.8K | 788,581 | 3 | 4 | 3 | 0.0% |
| Q2 2024 | 11 | $2.8M | 1,259,920 | 10 | 0 | 1 | 0.0% |
| Q1 2024 | 21 | $3.4M | 51,175,673 | 6 | 6 | 3 | 0.0% |
| Q4 2023 | 19 | $26.1M | 53,571,220 | 6 | 6 | 3 | 0.0% |
| Q3 2023 | 14 | $140.2M | 54,055,628 | 10 | 1 | 1 | 0.0% |
| Q2 2023 | 8 | $156.5M | 51,990,110 | 7 | 0 | 0 | 0.0% |