Beneficient
13F holders, Q3 2025 (September 30)19holders −1
6new positions
5sold out
$0.95avg. 13F price*
At the end of Q3 2025, 19 institutions reported holding Beneficient in their 13F filings, down 1 from Q2 2025. 6 opened new positions and 5 sold out. The largest holders were Ausdal Financial Partners, Inc. ($70K), HighPoint Advisor Group LLC ($58K) and Geode Capital Management, LLC ($58K).
- Company
- Beneficient
- CUSIP
- 08178Q309
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $108K |
| Exits | 5 | $98K |
All 13F filers, Q2 2025 → Q3 2025: 113,983 shares bought and 427,897 shares sold, net −313,914 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Ausdal Financial Partners, Inc. | 0.00% | Reduce -40.0% | 73,743 | $70K |
| HighPoint Advisor Group LLC | 0.00% | No change | 61,000 | $58K |
| Geode Capital Management, LLC | 0.00% | No change | 60,548 | $58K |
| State Street Corp. | 0.00% | No change | 59,554 | $57K |
| Marex Group Ltd | 0.00% | New | 30,302 | $29K |
| Global Assets Advisory, LLC | 0.01% | New | 23,810 | $23K |
| Two Sigma Investments, LP | 0.00% | New | 23,769 | $23K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.2% | 21,212 | $20K |
| Susquehanna International Group, LLP | 0.00% | New | 19,388 | $18K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 16,694 | $16K |
| Vanguard Group Inc. | 0.00% | No change | 12,378 | $12K |
| BlackRock, Inc. | 0.00% | Reduce -0.8% | 9,060 | $9K |
| UBS Group AG | 0.00% | Reduce -84.7% | 8,601 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -0.8% | 5,293 | $5K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 2,400 | $2K |
| NFSG Corp | 0.00% | No change | 188 | $179 |
| Bank of America Corp. | 0.00% | Reduce -4.4% | 65 | $62 |
| SBI Securities Co., Ltd. | 0.00% | No change | 37 | $35 |
| FMR LLC | 0.00% | New | 20 | $19 |
"% of holder's portfolio" is BENEFICIENT's weight in each manager's 13F, not the share of Beneficient the manager owns.