Beneficient Ownership | Who Owns Beneficient?

Overview RevenueFinancials Chart Transcripts

Beneficient Ownership Summary

Beneficient is owned by 24.26% institutional investors, 92.82% 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 1.06% of its assets in Beneficient shares.

BENF Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Beneficient	24.26%	92.82%	-17.08%
Sector	Financial Services Stocks	746.79%	13.83%	-660.62%
Industry	Asset Management Stocks	43.67%	12.03%	44.30%

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
Tower research capital llc (trc)	796.00	0.07%	$2.79K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Ausdal financial partners	11.82K	0.00%	$41.36K
Legacy wealth managment, llc/id	300.00	0.00%	$1.05K
Tower research capital llc (trc)	796.00	0.00%	$2.79K
Vanguard fiduciary trust	71.51K	0.00%	$250.29K
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
Sbi securities	7.00	-	$25.00

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	0.00%	-3.14K
Legacy wealth managment, llc/id	300.00	0.00%	-
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
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 %
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%
Mar 31, 2025	18	-14.29%	1,136,580	5.66%	19	5.76%	8	-33.33%	2	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Institutional Extnd Mkt Idx Tr	153.49K	1.06%	4.05K
Fidelity Extended Market Index	74.70K	0.51%	-2.25K
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%	-
Fidelity Series Total Market Index	20.69K	0.14%	-
Spartan Extended Market Index Pool F	20.64K	0.14%	-
Northern Trust Extended Eq Market Idx	16.64K	0.12%	16.56K

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

Who Owns Beneficient?

Beneficient shareholders are primarily institutional investors at 24.26%, followed by 92.82% insiders and -17.08% retail investors. The average institutional ownership in Beneficient's industry, Asset Management Stocks, is 43.67%, which Beneficient falls below.

Who owns the most shares of Beneficient?

Beneficient’s largest shareholders are Geode capital management (158.03K shares, 13.05%), Vanguard fiduciary trust (71.51K shares, 5.91%), and State street (51.84K shares, 4.28%). Together, they hold 23.24% of Beneficient’s total shares outstanding.

Does Blackrock own Beneficient?

BlackRock is not among the top 10 institutional shareholders of Beneficient.

Who is Beneficient’s biggest shareholder by percentage of total assets invested?

Ausdal financial partners is Beneficient’s biggest shareholder by percentage of total assets invested, with 0.00% of its assets in 11.82K Beneficient shares, valued at 41.36K$.

Who is the top mutual fund holder of Beneficient shares?

Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund holder of Beneficient shares, with 1.06% of its total shares outstanding invested in 153.49K Beneficient shares.

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