Institutional Ownership
Beneficient
CUSIP 08178Q507COM CL ABENFQ1 2026
Institutional Holders
11
13F filers
Shares Held
329.6K
Aggregate institutional
Institutional Value
$1.15M
Q1 2026
Net New Holders
-1
2 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased7
Decreased1
Sold out3
Institutional Holders
11 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Geode Capital Management, LLC | 158.0K | $553.4K | +3.8K | Added |
| 2 | State Street Corp | 51.8K | $181.5K | +28.8K | Added |
| 3 | Blackrock, Inc. | 45.3K | $158.6K | +702 | Added |
| 4 | Northern Trust Corp | 31.4K | $109.9K | +14.2K | Added |
| 5 | Morgan Stanley | 24.0K | $84.1K | +24.0K | New |
| 6 | Ausdal Financial Partners, Inc. | 11.8K | $41.4K | +1.5K | Added |
| 7 | Ubs Group AG | 6.0K | $21.0K | +5.9K | Added |
| 8 | Tower Research Capital LLC (Trc) | 796 | $2.8K | −3.1K | Reduced |
| 9 | Legacy Wealth Managment, LLC/Id | 300 | $1.1K | 0 | Held |
| 10 | Nfsg Corp | 24 | $84 | +24 | New |
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