Beneficient Ownership | Who Owns Beneficient?
Beneficient Ownership Summary
Beneficient is owned by 68.25% institutional investors, 85.41% insiders. Geode capital management is the largest institutional shareholder, holding 13.05% of BENF shares. Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund, with 1.09% of its assets in Beneficient shares.
BENF Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Beneficient | 68.25% | 85.41% | -53.66% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Asset Management Stocks | 47.59% | 11.88% | 40.53% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Geode capital management | 158.03K | 13.05% | $553.39K |
| Vanguard fiduciary trust | 71.51K | 5.91% | $250.29K |
| State street | 51.84K | 4.28% | $181.46K |
| Blackrock funding, inc. /de | 45.32K | 3.74% | $158.63K |
| Northern trust | 31.41K | 2.59% | $109.94K |
| Morgan stanley | 24.04K | 1.99% | $84.13K |
| Ausdal financial partners | 11.82K | 0.98% | $41.36K |
| Vanguard global advisers | 8.75K | 0.72% | $30.63K |
| Ubs group | 5.99K | 0.49% | $20.96K |
| Newbridge financial services group | 24.00 | 0.00% | $84.00 |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ausdal financial partners | 11.82K | 0.00% | $41.36K |
| Vanguard fiduciary trust | 71.51K | 0.00% | $250.29K |
| Jane street group | - | - | - |
| Northern trust | 31.41K | - | $109.94K |
| State street | 51.84K | - | $181.46K |
| Global assets advisory | - | - | - |
| Geode capital management | 158.03K | - | $553.39K |
| Morgan stanley | 24.04K | - | $84.13K |
| Newbridge financial services group | 24.00 | - | $84.00 |
| Blackrock funding, inc. /de | 45.32K | - | $158.63K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard fiduciary trust | 71.51K | 0.00% | 71.51K |
| State street | 51.84K | - | 28.80K |
| Morgan stanley | 24.04K | - | 24.04K |
| Northern trust | 31.41K | - | 14.16K |
| Vanguard global advisers | 8.75K | - | 8.75K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jane street group | - | - | -18.92K |
| Global assets advisory | - | - | -17.89K |
| Tower research capital llc (trc) | - | - | -796.00 |
| Legacy wealth managment, llc/id | - | - | -300.00 |
| Sbi securities | 7.00 | - | 3.00 |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 71.51K | 0.00% | 71.51K | $250.29K |
| Morgan stanley | 24.04K | - | 24.04K | $84.13K |
| Vanguard global advisers | 8.75K | - | 8.75K | $30.63K |
| Newbridge financial services group | 24.00 | - | 24.00 | $84.00 |
Sold Out
| Holder | Change |
|---|---|
| Legacy wealth managment, llc/id | -300.00 |
| Tower research capital llc (trc) | -796.00 |
| Global assets advisory | -17.89K |
| Jane street group | -18.92K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 15 | 7.14% | 880,180 | 57.22% | 68 | 3.62% | 9 | -25.00% | 2 | 100.00% |
| Mar 31, 2026 | 9 | -30.77% | 293,720 | -44.36% | 24 | 1.28% | 8 | 33.33% | - | -100.00% |
| Dec 31, 2025 | 13 | -31.58% | 527,918 | 23.33% | 43 | 223.21% | 6 | - | 7 | 16.67% |
| Sep 30, 2025 | 19 | -5.00% | 428,062 | -67.25% | 4 | 2.12% | 6 | -14.29% | 6 | 500.00% |
| Jun 30, 2025 | 20 | 11.11% | 1,307,125 | 15.01% | 14 | 3.85% | 7 | -12.50% | 1 | -50.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Institutional Extnd Mkt Idx Tr | 153.49K | 1.09% | - |
| Fidelity Extended Market Index | 73.75K | 0.51% | -951.00 |
| Extended Equity Market Fund E | 43.49K | 0.30% | 43.49K |
| Extended Equity Market Fund B | 43.49K | 0.30% | 43.49K |
| Blackrock Extended Mkt Fund CF | 43.49K | 0.30% | - |
| BlackRock Extended Equity Market Fund K | 36.96K | 0.25% | -68.00 |
| Fidelity Total Market Index | 25.25K | 0.17% | - |
| Spartan Extended Market Index Pool F | 20.75K | 0.14% | 108.00 |
| Fidelity Series Total Market Index | 20.69K | 0.14% | - |
| Northern Trust Extended Eq Market Idx | 16.64K | 0.11% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 04, 2025 | Welday Jeff | See Remarks | Sell | $319.94 |
| Feb 28, 2025 | Welday Jeff | See Remarks | Sell | $181.22 |
| Feb 25, 2025 | Welday Jeff | See Remarks | Sell | $171.36 |
| Feb 26, 2025 | Welday Jeff | See Remarks | Sell | $84.42 |
| Feb 27, 2025 | Welday Jeff | See Remarks | Sell | $97.58 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 20 |
| 2024 Q4 | 3 | 20 |
| 2024 Q3 | 5 | 21 |
BENF Ownership FAQ
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