Security key
08178Q309
Beneficient - Class A Common Stock, par value $0.001 per share (BENF)
CUSIP: 08178Q309
Q3 2024 13F Holders as of 30 Sep 2024
- Security type / class
- Equity / Class A Common Stock, par value $0.001 per share
- Total 13F shares
- 802,730
- Total 13F value
- $993,765
- Share change
- +139,651
- SEC-reported price per share
- $1.23
- Number of holders
- 15
- Value change
- +$178,449
- Number of buys
- 8
- Number of sells
- 4
- Shares outstanding
- 14,424,477
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2024
Institutions
15
Top holders
10
BENF full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2024
Previous quarter: Q2 2024
Beneficient SEC filings
Beneficient company facts
Broader feeds
Reporting periods
Holder history for CUSIP 08178Q309
Recent filing periods:
Ownership snapshot
Top reported holders 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. 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
10/15
Latest evidence
30 Sep 2024
13D/G
13F
3/4/5
Lead comparable stake: 19%
5 rows are not safely comparable across share classes.
13D/G row: Hatteras Investment Partners, LP
Showing 1-6 of 15 holder rows.
Quick read
Hatteras Investment Partners, LP leads the comparable SEC ownership view at 19%.
10 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%
VANGUARD GROUP INC
0.24%
COMMONWEALTH EQUITY SERVICES, LLC
0.09%
UBS Group AG
0.08%
BlackRock Finance, Inc.
0.08%
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 |
13D/G
13F
Company
|
19%
|
$3,363,703
48,052,901 shares
|
$0 | 30 Sep 2024 |
| VANGUARD GROUP INC |
13F
Company
|
0.24%
|
$75,464
33,993 shares
|
— | 30 Jun 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
Company
|
0.09%
|
$29,000
13,149 shares
|
— | 30 Jun 2024 |
| UBS Group AG |
13F
Company
|
0.08%
|
$25,748
11,598 shares
|
— | 30 Jun 2024 |
| BlackRock Finance, Inc. |
13F
Company
|
0.08%
|
$24,127
10,868 shares
|
— | 30 Jun 2024 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
0.07%
|
$23,468
10,569 shares
|
— | 30 Jun 2024 |
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 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
15
Shares
802,730
Rows available
15
| 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 2024 vs Q2 2024 Across Filers
Q2 2024 holders
11
Q3 2024 holders
15
Holder diff
4
| Investor | Q2 2024 Shares | Q3 2024 Shares | Share Diff | Share Chg % | Q2 2024 value | Q3 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend