Beneficient Co. Group -28BENFWPreferred / convertible
13F holders, Q2 2026 (June 30)19holders −1
1new positions
2sold out
1famous investor
$0.01avg. 13F price*
At the end of Q2 2026, 19 institutions reported holding Beneficient Co. Group -28 (BENFW) in their 13F filings, down 1 from Q1 2026. 1 opened new positions and 2 sold out. The largest holders were MMCAP International Inc. SPC ($8K), Clear Street Group Inc. ($8K) and Rivernorth Capital Management, LLC ($6K). One famous investor held it David E. Shaw ( of D. E. Shaw & Co.'s portfolio).
- Company
- Beneficient Co. Group -28
- CUSIP
- 08178Q119
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $875 |
| Exits | 2 | $1K |
All 13F filers, Q1 2026 → Q2 2026: 111,373 shares bought and 95,041 shares sold, net +16,332 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| MMCAP International Inc. SPC | — | No change | 750,000 | $8K |
| Clear Street Group Inc. | — | Reduce -0.0% | 747,899 | $8K |
| Rivernorth Capital Management, LLC | — | No change | 562,494 | $6K |
| LMR Partners LLP | — | No change | 487,500 | $5K |
| Toronto Dominion Bank | — | Reduce -0.0% | 365,196 | $4K |
| Goldman Sachs Group Inc. | — | No change | 379,725 | $4K |
| TENOR CAPITAL MANAGEMENT Co., L.P. | — | No change | 300,000 | $3K |
| Hudson Bay Capital Management LP | — | No change | 300,000 | $3K |
| Context Capital Management, LLC | — | No change | 210,024 | $2K |
| Calamos Advisors LLC | — | No change | 187,500 | $2K |
| Two Sigma Securities, LLC | — | Add +12.8% | 124,191 | $1K |
| Empyrean Capital Partners, LP | — | No change | 100,000 | $1K |
| UBS Group AG | — | New | 97,258 | $875 |
| Cruiser Capital Advisors, LLC | — | No change | 48,750 | $477 |
| Transcend Capital Advisors, LLC | — | No change | 50,000 | $465 |
| Wolverine Asset Management LLC | — | No change | 22,235 | $240 |
| D. E. Shaw & Co. | — | No change | 19,500 | $211 |
| Ancora Advisors LLC | — | No change | 15,273 | $153 |
| Ausdal Financial Partners, Inc. | — | No change | 10,000 | $93 |
"% of holder's portfolio" is BENFW's weight in each manager's 13F, not the share of Beneficient Co. Group -28 the manager owns.