Latest Period
Q2 2026
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
Institutions Reporting
15
Shares (Excl. Options)
880,180
Price
$3.68
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- Security type / class
- Equity / Class A Common Stock, par value $0.001 per share
- Symbol
- BENF on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 880,180
- Total 13F value
- $3,239,401
- Portfolio coverage rank
- 0%
- Share change
- +320,343
- Value change
- +$1,179,053
- Number of holders
- 15
- Shares outstanding
- 14,685,587
- SEC-reported price per share
- $3.05
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
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.
- 15 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 14 to 15 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $1,959,734 to $3,239,401.
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
Open SEC evidence
Latest holder context comes from 15 institutions filings for Q2 2026.
Security key
08178Q507
Latest holder period
Q2 2026
13F holders
15
13D/G owners
1
CIK / CUSIP context first
Open Q2 2026 holders
BENF full holder history
Beneficient SEC filings
Beneficient company facts
Beneficient insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 08178Q507:
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 30 Jun 2026, 15 institutional investors reported holding 880,180 shares of Beneficient - Class A Common Stock, par value $0.001 per share (BENF). This represents 6% 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
Q2 2026
Rows shown
1-3 of 3