Security key
08178Q507
Beneficient - Class A Common Stock, par value $0.001 per share (BENF)
CUSIP: 08178Q507
Q4 2025 13F Holders as of 31 Dec 2025
- Security type / class
- Equity / Class A Common Stock, par value $0.001 per share
- Total 13F shares
- 527,918
- Total 13F value
- $3,711,264
- Share change
- +527,918
- SEC-reported price per share
- $7.03
- Number of holders
- 13
- Value change
- +$3,711,264
- Number of buys
- 13
- Shares outstanding
- 14,685,587
Holder snapshot
5 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2025
Institutions
13
Top holders
10
BENF full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2026
Beneficient SEC filings
Beneficient company facts
Broader feeds
Reporting periods
Holder history for CUSIP 08178Q507
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
James G. Silk
Disclosed value leader
James G. Silk
Comparable rows
15/15
Latest evidence
05 Dec 2025
13D/G
3/4/5
13F
Lead comparable stake: 7.5%
13D/G row: James G. Silk
Showing 1-6 of 15 holder rows.
Quick read
James G. Silk leads the comparable SEC ownership view at 7.5%.
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 James G. Silk's linked filing trail.
Comparable ownership
Top 5
James G. Silk
7.5%
Brad K. Heppner
2.8%
Peter T. Cangany Jr.
7.4%
Bruce W. Schnitzer
6.5%
Jeff Welday
1.2%
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 |
|---|---|---|---|---|---|
| James G. Silk |
13D/G
|
7.5%
|
$3,998,151
1,101,419 shares
|
$0 | 15 Oct 2025 |
| 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 |
| Peter T. Cangany Jr. |
3/4/5
Director
|
7.4%
|
$541,566
1,061,896 shares
|
— | 05 Dec 2025 |
| Bruce W. Schnitzer |
3/4/5
Director
|
6.5%
|
$476,221
933,767 shares
|
— | 05 Dec 2025 |
| Jeff Welday |
3/4/5
Global Head of Organizations and Distribution
|
1.2%
|
$55,166
172,394 shares
|
— | 21 Jul 2025 |
| HighPoint Advisor Group LLC |
13F
Company
|
0.42%
|
$58,023
61,000 shares
|
— | 30 Sep 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 Q4 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
13
Shares
527,918
Rows available
13
| 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 2025 vs Q1 2026 Across Filers
Q1 2026 holders
14
Q4 2025 holders
13
Holder diff
-1
| Investor | Q1 2026 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q1 2026 value | Q4 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend