Security key
08178Q309
Beneficient - Class A Common Stock, par value $0.001 per share (BENF)
CUSIP: 08178Q309
Q2 2025 13F Holders as of 30 Jun 2025
- Security type / class
- Equity / Class A Common Stock, par value $0.001 per share
- Total 13F shares
- 1,307,125
- Total 13F value
- $391,517
- Share change
- +168,070
- SEC-reported price per share
- $0.30
- Number of holders
- 20
- Value change
- +$49,633
- Number of buys
- 6
- Number of sells
- 3
- Shares outstanding
- 14,424,477
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2025
Institutions
20
Top holders
10
BENF full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
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
15/15
Latest evidence
31 Mar 2025
13D/G
13F
3/4/5
Lead comparable stake: 19%
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%.
15 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%
STIFEL FINANCIAL CORP
1%
HighPoint Advisor Group LLC
0.42%
GEODE CAPITAL MANAGEMENT, LLC
0.42%
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 |
| Brad K. Heppner |
3/4/5
13D/G
Chief Executive Officer, Chairman of the Board of Directors, Director
|
2.8%
from 13D/G
|
$91,955
17,092 shares
|
— | 07 Jun 2024 |
| STIFEL FINANCIAL CORP |
13F
Company
|
1%
|
$45,292
144,900 shares
|
— | 31 Mar 2025 |
| HighPoint Advisor Group LLC |
13F
Company
|
0.42%
|
$17,019
61,000 shares
|
— | 31 Mar 2025 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
0.42%
|
$18,927
60,548 shares
|
— | 31 Mar 2025 |
| STATE STREET CORP |
13F
Company
|
0.41%
|
$18,617
59,554 shares
|
— | 31 Mar 2025 |
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 Q2 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
20
Shares
1,307,125
Rows available
20
| 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 Q2 2025 vs Q3 2025 Across Filers
Q3 2025 holders
19
Q2 2025 holders
20
Holder diff
1
| Investor | Q3 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q3 2025 value | Q2 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend