Security key
08178Q309
Beneficient - Class A Common Stock, par value $0.001 per share (BENF)
CUSIP: 08178Q309
Q3 2025 13F Holders as of 30 Sep 2025
- Security type / class
- Equity / Class A Common Stock, par value $0.001 per share
- Total 13F shares
- 428,062
- Total 13F value
- $406,994
- Share change
- -313,914
- SEC-reported price per share
- $0.95
- Number of holders
- 19
- Value change
- -$84,380
- Number of buys
- 6
- Number of sells
- 11
- 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 2025
Institutions
19
Top holders
10
BENF full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2025
Previous quarter: Q2 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
Brad K. Heppner
Disclosed value leader
Hatteras Investment Partn...
Comparable rows
15/15
Latest evidence
21 Jul 2025
3/4/5
13D/G
13F
Lead comparable stake: 2.8%
13D/G row: Brad K. Heppner
Showing 1-6 of 15 holder rows.
Quick read
Brad K. Heppner leads the comparable SEC ownership view at 2.8%.
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 Brad K. Heppner's linked filing trail.
Comparable ownership
Top 5
Brad K. Heppner
2.8%
Jeff Welday
1.2%
James G. Silk
0.02%
Hatteras Investment Partners, LP
3.9%
STIFEL FINANCIAL CORP
1%
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 |
|---|---|---|---|---|---|
| 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 |
| Jeff Welday |
3/4/5
Global Head of Organizations and Distribution
|
1.2%
|
$55,166
172,394 shares
|
— | 21 Jul 2025 |
| James G. Silk |
3/4/5
Interim CEO
|
0.02%
|
$767
2,397 shares
|
— | 20 Jul 2025 |
| Hatteras Investment Partners, LP |
13F
Company
|
3.9%
|
$168,881
562,749 shares
|
— | 30 Jun 2025 |
| STIFEL FINANCIAL CORP |
13F
Company
|
1%
|
$43,481
144,900 shares
|
— | 30 Jun 2025 |
| HRT FINANCIAL LP |
13F
Company
|
0.53%
|
$22,000
75,757 shares
|
— | 30 Jun 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 Q3 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
19
Shares
428,062
Rows available
19
| 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 2025 vs Q2 2025 Across Filers
Q2 2025 holders
20
Q3 2025 holders
19
Holder diff
-1
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 value | Q3 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend