Beneficient (BENF) — Institutional Holders, Q2 2026

32 institutional investment managers reported a BENF position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.3M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

BENF in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

3

Added to

8

Trimmed

3

Sold out

4

Biggest buyers

  1. TWO SIGMA SECURITIESAdded · +14,115 sh+$155.00

Biggest sellers

  1. SUSQUEHANNA INTERNATIONAL GROUP, LLPSold out · -62,521 sh-$688.00
  2. CITADEL ADVISORSSold out · -32,320 sh-$356.00
  3. Clear Street GroupTrimmed · -100 sh-$1.00
  4. TORONTO DOMINION BANKTrimmed · -100 sh-$1.00

BENF 13F holders ranked 1–32 of 32

Institutional investors reporting a position in Beneficient on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
Yorkville Advisors Global#1 · 280,631 sh$1.0MNew
GEODE CAPITAL MANAGEMENT#2 · 154,649 sh$569.4K-2.1%
VANGUARD CAPITAL MANAGEMENT#3 · 153,491 sh$564.8K+2.3%
VANGUARD FIDUCIARY#4 · 72,070 sh$265.2K+0.8%
STATE STREET#5 · 66,345 sh$244.2K+28.0%
BlackRock#6 · 49,528 sh$182.3K+9.3%
MORGAN STANLEY#7 · 45,122 sh$166.0K+87.7%
NORTHERN#8 · 31,411 sh$115.6K0.0%
Ausdal Financial Partners#9 · 23,817 sh$50.9K+9.2%
Vanguard Global Advisers#10 · 8,750 sh$32.2K0.0%
UBS Group AG#11 · 101,529 sh$16.6K+1595.5%
MMCAP International SPC#12 · 750,000 sh$8.1K0.0%
Clear Street Group#13 · 747,899 sh$8.1K0.0%
RIVERNORTH CAPITAL MANAGEMENT#14 · 562,494 sh$6.0K0.0%
LMR Partners LLP#15 · 487,500 sh$5.3K0.0%
TORONTO DOMINION BANK#16 · 365,196 sh$4.0K0.0%
GOLDMAN SACHS GROUP#17 · 379,725 sh$3.5K0.0%
TENOR CAPITAL MANAGEMENT , L.P.#18 · 300,000 sh$3.2K0.0%
Hudson Bay Capital Management#19 · 300,000 sh$3.2K0.0%
Calamos Advisors#20 · 187,500 sh$1.9K0.0%
TWO SIGMA SECURITIES#21 · 124,191 sh$1.2K+12.8%
Empyrean Capital Partners#22 · 100,000 sh$1.0K0.0%
Cruiser Capital Advisors#23 · 48,750 sh$477.000.0%
TRANSCEND WEALTH COLLECTIVE#24 · 50,000 sh$465.000.0%
WOLVERINE ASSET MANAGEMENT#25 · 22,235 sh$240.000.0%
BARCLAYS PLC#26 · 60 sh$221.00New
D. E. Shaw#27 · 19,500 sh$211.000.0%
Ancora Advisors#28 · 15,273 sh$153.000.0%
Newbridge Financial Services Group#29 · 24 sh$88.000.0%
SBI Securities , Ltd.#30 · 7 sh$26.000.0%
CITIGROUP#31 · 4 sh$15.00New
Context Capital Management#32 · 210,024 sh—0.0%

Funds that sold out of BENF in Q2 2026 (4)

Held BENF at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held BENF in Q1 2026 and reported no position in Q2 2026.
InstitutionValue in Q1 2026
Tower Research Capital (TRC)796 sh$2.8K
Legacy Wealth Managment300 sh$1.1K
SUSQUEHANNA INTERNATIONAL GROUP, LLP62,521 sh$782.00
CITADEL ADVISORS32,320 sh$404.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.