Latest Period
n/a
Security Snapshot
Beneficient - Class A Common Stock, par value $0.001 per share (BENF) Institutional Ownership
CUSIP: 08178Q309
13F Institutional Holders and Ownership History from Q1 2024 to Q4 2025
Institutions Reporting
Shares (Excl. Options)
Price
$0.86
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- Type / Class
- Equity / Class A Common Stock, par value $0.001 per share
- Symbol
- BENF on Nasdaq
- Shares outstanding
- 14,424,477
- Price per share
- $0.86
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- BENF - Beneficient - Class A Common Stock, par value $0.001 per share is tracked under CUSIP 08178Q309.
- Latest finished 13F holder period is not available.
- 2 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 19 to 0 between Q3 2025 and Q4 2025.
- Reported value moved from $406,994 to $0.
Why This Matters
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Source Evidence
Source: SEC Schedule 13D/G
Open SEC Evidence
Ownership context comes from Schedule 13D/G and available holder history for this CUSIP.
Investment Quick Answers
What is CUSIP 08178Q309?
CUSIP 08178Q309 identifies BENF - Beneficient - Class A Common Stock, par value $0.001 per share in SEC 13F datasets.
Where can I see the latest institutional holders?
Use the ownership history tables below to review the newest available institutional filing periods.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 08178Q309:
Significant Owners of Beneficient - Class A Common Stock, par value $0.001 per share (BENF) based on Schedule 13D/G filings
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Hicks Mack H. | 81% | $10,072,900 | 11,712,675 | Mack Hicks | 10 Mar 2026 | |||
| Heppner Brad K | 2.8% | $61,491 | 236,505 | Brad K. Heppner | 22 Dec 2024 |
Institutional Holders of Beneficient - Class A Common Stock, par value $0.001 per share (BENF) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 0 | $0 | -$391,115 | $0.86 | 0 |
| 2025 Q3 | 428,062 | $406,994 | -$84,380 | $0.95 | 19 |
| 2025 Q2 | 1,307,125 | $391,517 | +$49,633 | $0.30 | 20 |
| 2025 Q1 | 1,136,575 | $353,612 | -$19,145 | $0.31 | 17 |
| 2024 Q4 | 1,075,671 | $795,821 | +$202,167 | $0.74 | 20 |
| 2024 Q3 | 802,730 | $993,765 | +$178,449 | $1.23 | 15 |
| 2024 Q2 | 658,119 | $1,460,839 | +$1,458,834 | $2.22 | 11 |
| 2024 Q1 | 29,932 | $2,005 | +$2,005 | $0.07 | 1 |