Beneficient
13F holders, Q1 2025 (March 31)19holders −2
2new positions
3sold out
$0.31avg. 13F price*
At the end of Q1 2025, 19 institutions reported holding Beneficient in their 13F filings, down 2 from Q4 2024. 2 opened new positions and 3 sold out. The largest holders were Hatteras Investment Partners, LP ($176K), Stifel Financial Corp. ($45K) and Ausdal Financial Partners, Inc. ($38K).
- Company
- Beneficient
- CUSIP
- 08178Q309
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $12K |
| Exits | 3 | $67K |
All 13F filers, Q4 2024 → Q1 2025: 208,427 shares bought and 145,038 shares sold, net +63,389 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Hatteras Investment Partners, LP | 100.00% | No change | 562,749 | $176K |
| Stifel Financial Corp. | 0.00% | Add +99.9% | 144,900 | $45K |
| Ausdal Financial Partners, Inc. | 0.00% | Add +93.9% | 122,879 | $38K |
| Geode Capital Management, LLC | 0.00% | Add +148.5% | 60,548 | $19K |
| State Street Corp. | 0.00% | No change | 59,554 | $19K |
| HighPoint Advisor Group LLC | 0.00% | No change | 61,000 | $17K |
| Two Sigma Securities, LLC | 0.00% | New | 37,217 | $12K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 24,149 | $8K |
| UBS Group AG | 0.00% | Reduce -75.4% | 17,748 | $6K |
| HRT Financial LP | 0.00% | Add +23.4% | 16,288 | $5K |
| Vanguard Group Inc. | 0.00% | No change | 12,378 | $4K |
| BlackRock, Inc. | 0.00% | No change | 9,135 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +0.1% | 5,342 | $2K |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -3.2% | 2,400 | $751 |
| NFSG Corp | 0.00% | No change | 188 | $59 |
| Bank of America Corp. | 0.00% | Add +96.9% | 63 | $19 |
| SBI Securities Co., Ltd. | 0.00% | No change | 37 | $12 |
| Barclays PLC | 0.00% | New | 5 | $2 |
| Transce3nd, LLC | 0.00% | No change | 1 | $0 |
"% of holder's portfolio" is BENEFICIENT's weight in each manager's 13F, not the share of Beneficient the manager owns.