How many institutions held BENF - Beneficient - Class A Common Stock, par value $0.001 per share in Q4 2024?

20 institutional investors reported BENF - Beneficient - Class A Common Stock, par value $0.001 per share for Q4 2024. Use the holders table for investor-level position and value details.

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

Q: What does CUSIP 08178Q309 represent in this 13F holders report?

CUSIP 08178Q309 is the security identifier for BENF - Beneficient - Class A Common Stock, par value $0.001 per share used to aggregate holder disclosures.

CUSIP: 08178Q309

Q4 2024 13F Holders as of 31 Dec 2024

Security type / class: Equity / Class A Common Stock, par value $0.001 per share
Total 13F shares: 1,075,671
Total 13F value: $795,821
Share change: +272,904
SEC-reported price per share: $0.74
Number of holders: 20
Value change: +$202,167
Number of buys: 10
Number of sells: 2
Shares outstanding: 14,424,477

Security key

08178Q309

Report period

Q4 2024

Institutions

Top holders

BENF full security history Ownership snapshot Full 13F holder table Newer quarter: Q3 2025 Beneficient SEC filings Beneficient company facts

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Reporting periods

Holder history for CUSIP 08178Q309

Newer quarter: Q3 2025

Recent filing periods:

Q4 2025 Q3 2025

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

13/15

Latest evidence

04 Oct 2024

13D/G 13F 3/4/5 Lead comparable stake: 19% 2 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%.

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%

Brad K. Heppner 2.8%

HighPoint Advisor Group LLC 0.42%

STATE STREET CORP 0.41%

STIFEL FINANCIAL CORP 0.17%

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 13D/G 13F	19%	$3,363,703 48,052,901 shares	$0	30 Sep 2024
Brad K. Heppner	3/4/5 13D/G Chief Executive Officer, Chairman of the Board of Directors, Director 3/4/5 13D/G	2.8% from 13D/G	$91,955 17,092 shares	—	07 Jun 2024
HighPoint Advisor Group LLC	13F Company 13F	0.42%	$81,740 61,000 shares	—	30 Sep 2024
STATE STREET CORP	13F Company 13F	0.41%	$73,251 59,554 shares	—	30 Sep 2024
STIFEL FINANCIAL CORP	13F Company 13F	0.17%	$29,889 24,300 shares	—	30 Sep 2024
GEODE CAPITAL MANAGEMENT, LLC	13F Company 13F	0.12%	$21,588 17,550 shares	—	30 Sep 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 Q4 2024

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

Institutions

1,075,671

Rows available

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 2024 vs Q3 2025 Across Filers

Q3 2025 holders

Q4 2024 holders

Holder diff

Investor	Q3 2025 Shares	Q4 2024 Shares	Share Diff	Share Chg %	Q3 2025 value	Q4 2024 value	Value change	Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend