Beneficient Class ABENF
13F holders, Q2 2026 (June 30)15holders +1
3new positions
2sold out
$3.68avg. 13F price*
At the end of Q2 2026, 15 institutions reported holding Beneficient Class A (BENF) in their 13F filings, up 1 from Q1 2026. 3 opened new positions and 2 sold out. The largest holders were Yorkville Advisors Global, LP ($1.0M), Geode Capital Management, LLC ($569K) and Vanguard Capital Management LLC ($565K).
- Company
- Beneficient Class A
- CUSIP
- 08178Q507
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.0M |
| Exits | 2 | $4K |
All 13F filers, Q1 2026 → Q2 2026: 326,534 shares bought and 6,191 shares sold, net +320,343 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Yorkville Advisors Global, LP | 1.20% | New | 280,631 | $1.0M |
| Geode Capital Management, LLC | 0.00% | Reduce -2.1% | 154,649 | $569K |
| Vanguard Capital Management LLC | 0.00% | Add +2.3% | 153,491 | $565K |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +0.8% | 72,070 | $265K |
| State Street Corp. | 0.00% | Add +28.0% | 66,345 | $244K |
| BlackRock, Inc. | 0.00% | Add +9.3% | 49,528 | $182K |
| Morgan Stanley | 0.00% | Add +87.7% | 45,122 | $166K |
| Northern Trust Corp. | 0.00% | No change | 31,411 | $116K |
| Ausdal Financial Partners, Inc. | 0.00% | Add +16.9% | 13,817 | $51K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 8,750 | $32K |
| UBS Group AG | 0.00% | Reduce -28.7% | 4,271 | $16K |
| Barclays PLC | 0.00% | New | 60 | $221 |
| NFSG Corp | 0.00% | No change | 24 | $88 |
| SBI Securities Co., Ltd. | 0.00% | No change | 7 | $26 |
| Citigroup Inc. | 0.00% | New | 4 | $15 |
"% of holder's portfolio" is BENF's weight in each manager's 13F, not the share of Beneficient Class A the manager owns.