Beneficient - Class A Common Stock, par value $0.001 (BENF)

CUSIP: 08178Q101

Q3 2023 13F Holders as of 30 Sep 2023

Holder snapshot 6 signals
Share change
+2,051,049
SEC-reported price per share
$2.59
Number of holders
14
Value change
+$5,280,381
Number of buys
11
Number of sells
7
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
256,967,385

Security key

08178Q101

Report period

Q3 2023

Institutions

14

Top holders

10

Ownership snapshot

Top reported holders of BENF - Beneficient - Class A Common Stock, par value $0.001 (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Hatteras Investment Partn...
Disclosed value leader
Hatteras Investment Partn...
Comparable rows
7/15
Latest evidence
30 Jun 2023
13F 3/4/5 Lead comparable stake: 19% 8 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

Hatteras Investment Partners, LP leads the comparable SEC ownership view at 19%.

7 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Hatteras Investment Partners, LP's linked filing trail.
Comparable ownership Top 5
Hatteras Investment Partners, LP 19%
STATE STREET CORP 0.01%
MILLENNIUM MANAGEMENT LLC 0.01%
Virtu Financial LLC 0.01%
CITADEL ADVISORS LLC 0%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Hatteras Investment Partners, LP
13F
Company
13F
19%
$148,287,957
49,429,319 shares
— 30 Jun 2023
STATE STREET CORP
13F
Company
13F
0.01%
$82,758
27,586 shares
— 30 Jun 2023
MILLENNIUM MANAGEMENT LLC
13F
Company
13F
0.01%
$57,267
19,089 shares
— 30 Jun 2023
Virtu Financial LLC
13F
Company
13F
0.01%
$43,000
14,469 shares
— 30 Jun 2023
CITADEL ADVISORS LLC
13F
Company
13F
0%
$34,722
11,574 shares
— 30 Jun 2023
BANK OF AMERICA CORP /DE/
13F
Company
13F
0%
$1,677
559 shares
— 30 Jun 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q3 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
14
Shares
54,055,628
Rows available
14
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q3 2023 vs Q2 2023 Across Filers

Q2 2023 holders
9
Q3 2023 holders
14
Holder diff
5
Investor Q2 2023 Shares Q3 2023 Shares Share Diff Share Chg % Q2 2023 value Q3 2023 value Value change Value Chg %
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