Institutional Ownership
Beneficient
CUSIP 08178Q507COM CL ABENFQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
11
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Geode Capital Management, LLC | 158.0K | $553.4K |
| 2 | State Street Corp | 51.8K | $181.5K |
| 3 | Blackrock, Inc. | 45.3K | $158.6K |
| 4 | Northern Trust Corp | 31.4K | $109.9K |
| 5 | Morgan Stanley | 24.0K | $84.1K |
| 6 | Ausdal Financial Partners, Inc. | 11.8K | $41.4K |
| 7 | Ubs Group AG | 6.0K | $21.0K |
| 8 | Tower Research Capital LLC (Trc) | 796 | $2.8K |
| 9 | Legacy Wealth Managment, LLC/Id | 300 | $1.1K |
| 10 | Nfsg Corp | 24 | $84 |