Beneficient Class ABENF
13F holders, Q1 2026 (March 31)14holders +1
2new positions
3sold out
$3.50avg. 13F price*
At the end of Q1 2026, 14 institutions reported holding Beneficient Class A (BENF) in their 13F filings, up 1 from Q4 2025. 2 opened new positions and 3 sold out. The largest holders were Geode Capital Management, LLC ($553K), Vanguard Capital Management LLC ($525K) and Vanguard Fiduciary Trust Co. ($250K).
- Company
- Beneficient Class A
- CUSIP
- 08178Q507
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $84K |
| Exits | 3 | $260K |
All 13F filers, Q4 2025 → Q1 2026: 78,856 shares bought and 40,069 shares sold, net +38,787 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Geode Capital Management, LLC | 0.00% | Add +2.4% | 158,027 | $553K |
| Vanguard Capital Management LLC | 0.00% | — | 150,000 | $525K |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 71,511 | $250K |
| State Street Corp. | 0.00% | Add +125.0% | 51,845 | $181K |
| BlackRock, Inc. | 0.00% | Add +1.6% | 45,323 | $159K |
| Northern Trust Corp. | 0.00% | Add +82.0% | 31,411 | $110K |
| Morgan Stanley | 0.00% | New | 24,038 | $84K |
| Ausdal Financial Partners, Inc. | 0.00% | Add +14.1% | 11,817 | $41K |
| Vanguard Global Advisers, LLC | 0.00% | — | 8,750 | $31K |
| UBS Group AG | 0.00% | Add +7114.5% | 5,988 | $21K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -79.8% | 796 | $3K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 300 | $1K |
| NFSG Corp | 0.00% | New | 24 | $84 |
| SBI Securities Co., Ltd. | 0.00% | Add +75.0% | 7 | $25 |
"% of holder's portfolio" is BENF's weight in each manager's 13F, not the share of Beneficient Class A the manager owns.