Beneficient
13F holders, Q4 2024 (December 31)21holders +5
3new positions
0sold out
$0.74avg. 13F price*
At the end of Q4 2024, 21 institutions reported holding Beneficient in their 13F filings, up 5 from Q3 2024. 3 opened new positions and 0 sold out. The largest holders were Hatteras Investment Partners, LP ($419K), Stifel Financial Corp. ($54K) and UBS Group AG ($54K).
- Company
- Beneficient
- CUSIP
- 08178Q309
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $76K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 274,245 shares bought and 1,747 shares sold, net +272,498 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Hatteras Investment Partners, LP | 100.00% | No change | 562,749 | $419K |
| Stifel Financial Corp. | 0.00% | Add +198.3% | 72,500 | $54K |
| UBS Group AG | 0.00% | Add +658.9% | 72,089 | $54K |
| Ausdal Financial Partners, Inc. | 0.00% | Add +214.3% | 63,379 | $47K |
| State Street Corp. | 0.00% | No change | 59,554 | $44K |
| HighPoint Advisor Group LLC | 0.00% | No change | 61,000 | $42K |
| Jane Street Group, LLC | 0.00% | New | 52,307 | $39K |
| Virtu Financial LLC | 0.00% | New | 37,904 | $28K |
| Geode Capital Management, LLC | 0.00% | Add +38.8% | 24,365 | $18K |
| Commonwealth Equity Services, LLC | 0.00% | Add +70.7% | 24,149 | $18K |
| Vanguard Group Inc. | 0.00% | No change | 12,378 | $9K |
| HRT Financial LP | 0.00% | New | 13,205 | $9K |
| BlackRock, Inc. | 0.00% | Reduce -15.9% | 9,135 | $7K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -0.3% | 5,334 | $4K |
| Legacy Investment Solutions, LLC | 0.00% | No change | 2,480 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 2,480 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 406 | $302 |
| NFSG Corp | 0.00% | No change | 188 | $140 |
| SBI Securities Co., Ltd. | 0.00% | — | 37 | $28 |
| Bank of America Corp. | 0.00% | Add +28.0% | 32 | $24 |
| Transce3nd, LLC | 0.00% | — | 1 | $1 |
"% of holder's portfolio" is BENEFICIENT's weight in each manager's 13F, not the share of Beneficient the manager owns.