Who Owns Beneficient Stock?
NASDAQ: BENFFinancial ServicesAsset ManagementUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Pre-market: 1.10 +2.80%
Ownership breakdown
- Held by institutions
- 3.90%
- Held by insiders
- 90.07%
- Institutional holders
- 15
- Institutions 3.9%
- Insiders 90.1%
- Public and other 6.0%
Who owns Beneficient stock?
Institutional investors own about 3.9% of Beneficient's shares, spread across 15 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 90.07% of BENF.
The largest institutional holders are Yorkville Advisors Global, LP (1.82%), Geode Capital Management, LLC (1.00%) and Vanguard Capital Management LLC (1.00%). Together, the top 10 institutions control 5.7% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their BENF positions and 1 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of BENF
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Yorkville Advisors Global, LP | 280.63K | 1.82% | +100.0% |
| Geode Capital Management, LLC | 154.65K | 1.00% | -2.1% |
| Vanguard Capital Management LLC | 153.49K | 1.00% | +2.3% |
| Vanguard Fiduciary Trust Co | 72.07K | 0.47% | +0.8% |
| State Street Corporation | 66.34K | 0.43% | +28.0% |
| Blackrock Inc. | 49.53K | 0.32% | +9.3% |
| Morgan Stanley | 45.12K | 0.29% | +87.7% |
| Northern Trust Corporation | 31.41K | 0.20% | 0.0% |
| Ausdal Financial Partners, Inc. | 13.82K | 0.09% | +16.9% |
| Vanguard Global Advisers, LLC | 8.75K | 0.06% | 0.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of BENF
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 149.44K | 0.97% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 72.73K | 0.47% |
| Fidelity Concord Street Trust-Fidelity Total Market Index Fund | 25.25K | 0.16% |
| Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund | 20.69K | 0.13% |
| iShares Trust-iShares Micro-Cap ETF | 4.18K | 0.03% |
| Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund | 745 | 0.00% |
Frequently asked questions
Who is the largest shareholder of Beneficient?
Yorkville Advisors Global, LP is the largest institutional shareholder of BENF, owning 1.82% of shares outstanding (280.63K shares) as of its latest 13F filing.
What percentage of Beneficient is owned by institutions?
Institutions own about 3.9% of BENF shares and 39.3% of the public float.
How much of Beneficient do insiders own?
Insiders, such as officers and directors, own about 90.07% of BENF shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.