Beneficient - Class A Common Stock, par value $0.001 per share (BENF)
CUSIP: 08178Q309
Q1 2024 13F Holders as of 31 Mar 2024
- Type / Class
- Equity / Class A Common Stock, par value $0.001 per share
- Shares outstanding
- 14,424,477
- Total 13F shares
- 29,932
- Share change
- +29,932
- Total reported value
- $2,005
- Price per share
- $0.07
- Number of holders
- 1
- Value change
- +$2,005
- Number of buys
- 1
Quarterly Holders Quick Answers
What is CUSIP 08178Q309?
CUSIP 08178Q309 identifies BENF - Beneficient - Class A Common Stock, par value $0.001 per share in SEC institutional holdings data.
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- Latest 13F filings for newly reported positions across managers.
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Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
- Newer quarter: Q2 2024
Recent filing periods for CUSIP 08178Q309:
Top shareholders of BENF - Beneficient - Class A Common Stock, par value $0.001 per share (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Hatteras Investment Partners, LP |
13F
|
Company |
19%
|
48,052,901
|
$23,358,515 | — | 31 Dec 2023 | |
| RIVERNORTH CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
mixed-class rows
|
3,045,937
mixed-class rows
|
$1,222,512 | — | 31 Dec 2023 | |
| VANGUARD GROUP INC |
13F
|
Company |
0.39%
|
990,122
|
$481,298 | — | 31 Dec 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
0.34%
|
869,278
|
$422,556 | — | 31 Dec 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.25%
|
652,733
|
$317,366 | — | 31 Dec 2023 | |
| Richard W. Fisher |
3/4/5
|
Director |
—
class O/S missing
|
1,080,916
|
$270,229 | — | 07 Jun 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.06%
|
162,113
|
$78,803 | — | 31 Dec 2023 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.03%
|
88,000
|
$42,778 | — | 31 Dec 2023 | |
| Newbridge Financial Services Group, Inc. |
13F
|
Company |
0.03%
|
67,074
|
$32,605 | — | 31 Dec 2023 | |
| Samuel Hikspoors |
3/4/5
|
Chief Risk Officer |
—
class O/S missing
|
92,500
|
$23,125 | — | 07 Jun 2023 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.01%
|
37,842
|
$18,395 | — | 31 Dec 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.01%
|
37,833
|
$18,391 | — | 31 Dec 2023 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
—
mixed-class rows
|
923,361
mixed-class rows
|
$14,644 | — | 31 Dec 2023 | |
| Ausdal Financial Partners, Inc. |
13F
|
Company |
—
mixed-class rows
|
38,217
mixed-class rows
|
$13,816 | — | 31 Dec 2023 | |
| STATE STREET CORP |
13F
|
Company |
0.01%
|
24,600
|
$11,958 | — | 31 Dec 2023 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.01%
|
17,968
|
$8,734 | — | 31 Dec 2023 | |
| TWO SIGMA SECURITIES, LLC |
13F
|
Company |
0.01%
|
15,975
|
$7,765 | — | 31 Dec 2023 | |
| MMCAP International Inc. SPC |
13F
|
Company |
—
class O/S missing
|
750,000
|
$7,500 | — | 31 Dec 2023 | |
| Yakira Capital Management, Inc. |
13F
|
Company |
—
class O/S missing
|
749,999
|
$7,499 | — | 31 Dec 2023 | |
| HFG Wealth Management, LLC |
13F
|
Company |
0.01%
|
14,274
|
$6,939 | — | 31 Dec 2023 | |
| LMR Partners LLP |
13F
|
Company |
—
class O/S missing
|
487,500
|
$4,875 | — | 31 Dec 2023 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
—
mixed-class rows
|
9,843
mixed-class rows
|
$4,747 | — | 31 Dec 2023 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
—
class O/S missing
|
379,725
|
$3,797 | — | 31 Dec 2023 | |
| Exos TFP Holdings LLC |
13F
|
Company |
—
class O/S missing
|
366,796
|
$3,668 | — | 31 Dec 2023 | |
| COWEN AND COMPANY, LLC |
13F
|
Company |
—
class O/S missing
|
350,000
|
$3,500 | — | 31 Dec 2023 | |
| TENOR CAPITAL MANAGEMENT Co., L.P. |
13F
|
Company |
—
class O/S missing
|
300,000
|
$3,000 | — | 31 Dec 2023 | |
| CVI Holdings, LLC |
13F
|
Company |
—
class O/S missing
|
407,529
|
$2,649 | — | 31 Dec 2023 | |
| PERISCOPE CAPITAL INC. |
13F
|
Company |
—
class O/S missing
|
240,300
|
$2,403 | — | 31 Dec 2023 | |
| Context Capital Management, LLC |
13F
|
Company |
—
class O/S missing
|
210,024
|
$2,100 | — | 31 Dec 2023 | |
| Q Global Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
189,513
|
$2,000 | — | 31 Dec 2023 | |
| Hudson Bay Capital Management LP |
13F
|
Company |
—
class O/S missing
|
300,000
|
$1,950 | — | 31 Dec 2023 | |
| CLEAR STREET LLC |
13F
|
Company |
—
class O/S missing
|
170,583
|
$1,706 | — | 31 Dec 2023 | |
| Walleye Capital LLC |
13F
|
Company |
—
class O/S missing
|
127,839
|
$1,278 | — | 31 Dec 2023 | |
| Calamos Advisors LLC |
13F
|
Company |
—
class O/S missing
|
187,500
|
$1,219 | — | 31 Dec 2023 | |
| Warberg Asset Management LLC |
13F
|
Company |
—
class O/S missing
|
104,385
|
$1,044 | — | 31 Dec 2023 | |
| Empyrean Capital Partners, LP |
13F
|
Company |
—
class O/S missing
|
100,000
|
$1,000 | — | 31 Dec 2023 | |
| Crystalline Management Inc. |
13F
|
Company |
—
class O/S missing
|
86,250
|
$863 | — | 31 Dec 2023 | |
| Walleye Trading LLC |
13F
|
Company |
—
class O/S missing
|
71,908
|
$719 | — | 31 Dec 2023 | |
| Cruiser Capital Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
48,750
|
$488 | — | 31 Dec 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0%
|
559
|
$272 | — | 31 Dec 2023 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0%
|
504
|
$245 | — | 31 Dec 2023 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
22,235
|
$222 | — | 31 Dec 2023 | |
| Ancora Advisors LLC |
13F
|
Company |
—
class O/S missing
|
16,773
|
$168 | — | 31 Dec 2023 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
—
class O/S missing
|
19,500
|
$127 | — | 31 Dec 2023 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
—
class O/S missing
|
16,173
|
$105 | — | 31 Dec 2023 |
Institutional Holders of Beneficient - Class A Common Stock, par value $0.001 per share (BENF) as of Q1 2024
As of 31 Mar 2024,
Beneficient - Class A Common Stock, par value $0.001 per share (BENF) was held by
1 institutional
shareholder
that filed Form 13F with the SEC.
Together, they reported ownership of
29,932 shares.
The largest 1 holders included
Moloney Securities Asset Management, LLC.
This page lists
1
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2024 vs Q3 2025 Across Filers
Q3 2025 holders
19
Q1 2024 holders
1
Holder diff
-18
| Investor | Q3 2025 Shares | Q1 2024 Shares | Share Diff | Share Chg % | Q3 2025 Value $ | Q1 2024 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.