Beneficient
13F holders, Q2 2025 (June 30)20holders +1
3new positions
3sold out
1famous investor
$0.30avg. 13F price*
At the end of Q2 2025, 20 institutions reported holding Beneficient in their 13F filings, up 1 from Q1 2025. 3 opened new positions and 3 sold out. The largest holders were Hatteras Investment Partners, LP ($169K), Stifel Financial Corp. ($43K) and Ausdal Financial Partners, Inc. ($37K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Beneficient
- CUSIP
- 08178Q309
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $33K |
| Exits | 3 | $12K |
All 13F filers, Q1 2025 → Q2 2025: 205,375 shares bought and 37,231 shares sold, net +168,144 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Hatteras Investment Partners, LP | 100.00% | No change | 562,749 | $169K |
| Stifel Financial Corp. | 0.00% | No change | 144,900 | $43K |
| Ausdal Financial Partners, Inc. | 0.00% | No change | 122,879 | $37K |
| HRT Financial LP | 0.00% | Add +365.1% | 75,757 | $22K |
| HighPoint Advisor Group LLC | 0.00% | No change | 61,000 | $18K |
| Geode Capital Management, LLC | 0.00% | No change | 60,548 | $18K |
| State Street Corp. | 0.00% | No change | 59,554 | $18K |
| Virtu Financial LLC | 0.00% | New | 55,847 | $17K |
| UBS Group AG | 0.00% | Add +216.2% | 56,113 | $17K |
| Citadel Advisors | 0.00% | New | 35,870 | $11K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 24,149 | $7K |
| XTX Topco Ltd | 0.00% | New | 15,819 | $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% | Reduce -0.1% | 5,334 | $2K |
| Legacy Investment Solutions, LLC | 0.00% | — | 2,400 | $721 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 2,400 | $721 |
| NFSG Corp | 0.00% | No change | 188 | $56 |
| Bank of America Corp. | 0.00% | Add +7.9% | 68 | $20 |
| SBI Securities Co., Ltd. | 0.00% | No change | 37 | $11 |
"% of holder's portfolio" is BENEFICIENT's weight in each manager's 13F, not the share of Beneficient the manager owns.