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

CUSIP: 08178Q101

Q4 2023 13F Holders as of 31 Dec 2023

Holder snapshot 6 signals
Share change
-498,682
SEC-reported price per share
$0.49
Number of holders
19
Value change
-$242,944
Number of buys
11
Number of sells
4
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
256,967,385

Security key

08178Q101

Report period

Q4 2023

Institutions

19

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
13/15
Latest evidence
30 Sep 2023
13F 3/4/5 Lead comparable stake: 19% 2 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%.

13 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%
BlackRock Finance, Inc. 0.34%
GEODE CAPITAL MANAGEMENT, LLC 0.25%
VANGUARD GROUP INC 0.21%
NORTHERN TRUST CORP 0.04%

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%
$127,398,106
49,188,458 shares
— 30 Sep 2023
BlackRock Finance, Inc.
13F
Company
13F
0.34%
$2,251,430
869,278 shares
— 30 Sep 2023
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
13F
0.25%
$1,654,703
638,717 shares
— 30 Sep 2023
VANGUARD GROUP INC
13F
Company
13F
0.21%
$1,415,632
546,576 shares
— 30 Sep 2023
NORTHERN TRUST CORP
13F
Company
13F
0.04%
$294,791
113,819 shares
— 30 Sep 2023
NFSG Corp
13F
Company
13F
0.04%
$249,319
96,262 shares
— 30 Sep 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 Q4 2023

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

Institutions
19
Shares
53,571,220
Rows available
19
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 Q4 2023 vs Q3 2023 Across Filers

Q3 2023 holders
14
Q4 2023 holders
19
Holder diff
5
Investor Q3 2023 Shares Q4 2023 Shares Share Diff Share Chg % Q3 2023 value Q4 2023 value Value change Value Chg %
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