Beneficient
13F holders, Q1 2024 (March 31)20holders
1famous investor
$0.07avg. 13F price*
At the end of Q1 2024, 20 institutions reported holding Beneficient in their 13F filings. The largest holders were Hatteras Investment Partners, LP ($3.0M), Rivernorth Capital Management, LLC ($174K) and Vanguard Group Inc. ($66K). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Beneficient
- CUSIP
- 08178Q101
- Latest filing quarter
- Q2 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $25K |
| Exits | 4 | $53K |
Ownership 20 holders
| Hatteras Investment Partners, LP | 100.00% | Reduce -6.3% | 45,019,758 | $3.0M |
| Rivernorth Capital Management, LLC | 0.01% | No change | 2,483,443 | $174K |
| Vanguard Group Inc. | 0.00% | No change | 990,122 | $66K |
| BlackRock Inc. | 0.00% | No change | 869,278 | $58K |
| Geode Capital Management, LLC | 0.00% | Add +14.8% | 749,006 | $50K |
| Millennium Management | 0.00% | New | 261,997 | $18K |
| Northern Trust Corp. | 0.00% | No change | 162,113 | $11K |
| Stifel Financial Corp. | 0.00% | Add +68.2% | 148,000 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +954.7% | 103,003 | $7K |
| Ausdal Financial Partners, Inc. | 0.00% | Add +246.3% | 97,717 | $7K |
| HFG Wealth Management, LLC | 0.00% | Add +456.4% | 79,425 | $5K |
| Jane Street Group, LLC | 0.00% | New | 69,223 | $5K |
| XTX Topco Ltd | 0.00% | New | 37,665 | $3K |
| NFSG Corp | 0.00% | Reduce -62.6% | 25,062 | $2K |
| State Street Corp. | 0.00% | No change | 24,600 | $2K |
| Victory Capital Management Inc. | 0.00% | Reduce -2.6% | 17,505 | $1K |
| UBS Group AG | 0.00% | New | 6,422 | $430 |
| Bank of America Corp. | 0.00% | No change | 559 | $37 |
| Wells Fargo & Company | 0.00% | Add +7.7% | 543 | $36 |
| JPMorgan Chase & Co. | 0.00% | New | 150 | $10 |
"% of holder's portfolio" is BENEFICIENT's weight in each manager's 13F, not the share of Beneficient the manager owns.