Security Snapshot

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

CUSIP: 08178Q507

13F Institutional Holders and Ownership History from Q4 2025 to Q2 2026

Latest Period

Q1 2026

Institutions Reporting

14

Shares (Excl. Options)

559,837

Price

$3.50

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+38,787
Value change
+$5,409
Number of holders
14
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
14,685,587
SEC-reported price per share
$3.87
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • BENF - Beneficient - Class A Common Stock, par value $0.001 per share is tracked under CUSIP 08178Q507.
  • 14 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 14 to 1 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $1,959,734 to $26.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 14 institutions filings for Q1 2026.

Open SEC evidence

Security key

08178Q507

Latest holder period

Q1 2026

13F holders

14

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
BENF
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Silk James G. 7.5% $3,998,151 1,101,419 James G. Silk 15 Oct 2025

As of 31 Mar 2026, 14 institutional investors reported holding 559,837 shares of Beneficient - Class A Common Stock, par value $0.001 per share (BENF). This represents 3.8% of the company’s total 14,685,587 outstanding shares.

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
3
Latest
Q1 2026
Rows shown
1-3 of 3
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 7 $26 $3.71 1
2026 Q1 559,837 $1,959,734 +$5,409 $3.50 14
2025 Q4 527,918 $3,711,264 +$3,711,264 $7.03 13
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