BENF — BENEFICIENT
As of Q2 2026, 6 SEC-registered investment managers reported holding BENF (BENEFICIENT) in their latest 13F filings, with a combined reported value of $1.05M across 284.99K shares. That is +7.6% by share count (+20.20K shares) versus the previous quarter, while reported value moved +13.2%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 2 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
BENF is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 237.13K | $1.67M | 0.00% | Add |
| Geode Capital Management history | Q2 2026 | 154.65K | $569.45K | 0.00% | Reduce |
| BlackRock Inc history | Q2 2026 | 49.53K | $182.26K | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 45.12K | $166.05K | 0.00% | Add |
| Northern Trust Corp history | Q2 2026 | 31.41K | $115.59K | 0.00% | Hold |
| Two Sigma Investments history | Q3 2025 | 23.77K | $22.61K | 0.00% | New |
| Charles Schwab Investment Management history | Q4 2023 | 37.84K | $18.39K | 0.00% | Hold |
| BNY Mellon history | Q4 2023 | 37.83K | $18.39K | 0.00% | Hold |
| Millennium Management history | Q1 2024 | 262.00K | $17.55K | 0.00% | New |
| UBS Group AG history | Q2 2026 | 4.27K | $15.72K | 0.00% | Reduce |
| Citadel Advisors history | Q2 2025 | 35.87K | $10.77K | 0.00% | New |
| Bank of America Corp history | Q4 2025 | 118 | $830 | 0.00% | Add |
| Wells Fargo & Co history | Q1 2024 | 543 | $36 | 0.00% | Add |
| Fidelity Management & Research (FMR) history | Q3 2025 | 20 | $19 | 0.00% | New |
| Citigroup Inc history | Q2 2026 | 4 | $15 | 0.00% | New |
| JPMorgan Chase & Co history | Q2 2024 | 3 | $7 | 0.00% | Reduce |
New Positions (Q2 2026)
- Citigroup Inc 4 sh · $15
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 16 funds)
| Fund | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Geode Capital Management | — | 638.72K | 652.73K | 749.01K | 10.57K | 17.55K | 24.36K | 60.55K | 60.55K | 60.55K | 154.26K | 158.03K | 154.65K |
| BlackRock Inc | — | — | — | — | — | 10.87K | 9.13K | 9.13K | 9.13K | 9.06K | 44.62K | 45.32K | 49.53K |
| Morgan Stanley | — | 250 | — | — | — | — | — | — | — | — | — | 24.04K | 45.12K |
| Northern Trust Corp | — | 113.82K | 162.11K | 162.11K | — | — | — | — | — | — | 17.25K | 31.41K | 31.41K |
| UBS Group AG | 224 | — | — | 6.42K | 11.60K | 9.50K | 72.09K | 17.75K | 56.11K | 8.60K | 83 | 5.99K | 4.27K |
| Citigroup Inc | — | — | — | — | — | — | — | — | — | — | — | — | 4 |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | — | — | 20 | — | — | — |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | 23.77K | — | — | — |
| Bank of America Corp | 559 | 19.34K | 559 | 559 | 14 | 25 | 32 | 63 | 68 | 65 | 118 | — | — |
| Vanguard Group | — | 546.58K | 990.12K | 990.12K | 33.99K | 12.38K | 12.38K | 12.38K | 12.38K | 12.38K | 237.13K | — | — |
| Citadel Advisors | 11.57K | 10.70K | 18.02K | — | — | — | — | — | 35.87K | — | — | — | — |
| JPMorgan Chase & Co | — | — | — | 150 | 3 | — | — | — | — | — | — | — | — |
| BNY Mellon | — | 37.83K | 37.83K | — | — | — | — | — | — | — | — | — | — |
| Millennium Management | 19.09K | — | — | 262.00K | — | — | — | — | — | — | — | — | — |
| Charles Schwab Investment Management | — | 37.84K | 37.84K | — | — | — | — | — | — | — | — | — | — |
| Wells Fargo & Co | — | 462 | 504 | 543 | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details