Beneficient (BENF) Institutional Ownership

Ownership Summary

According to SEC filings for the period ending December 2025, Beneficient (NASDAQ:BENF) is held by 13 institutional firms.

• Beneficient saw its institutional ownership percentage rose to 65.4% in December 2025 from 39.5% in September 2025.
• Institutional share ownership changed by nan% QoQ, while the number of institutional owners saw a decrease of 40.91% YoY.
• During the quarter, 13 institutions bought more Beneficient shares, 0 sold shares, and 0 of the 13 total investors held their position steady.
• The aggregate institutional position in Beneficient now stands at 527.92K shares as of December 2025, after investors increased their holdings (up by 527.92K shares quarter on quarter which is down 547.75K shares year over year).
• As of December 31, 2025, VANGUARD GROUP INC held Beneficient's largest shareholding position with over 237.13K shares, representing 29.37% of total outstanding shares.
• Among the most significant buyers of Beneficient during December 2025 were VANGUARD GROUP INC (237.13K), GEODE CAPITAL MANAGEMENT, LLC (154.26K), BlackRock, Inc. (44.62K), STATE STREET CORP (23.04K), JANE STREET GROUP, LLC (18.92K).
• The top 10 institutional holders of Beneficient for the quarter ending December 2025 included VANGUARD GROUP INC (237.13K), GEODE CAPITAL MANAGEMENT, LLC (154.26K), BlackRock, Inc. (44.62K), STATE STREET CORP (23.04K), JANE STREET GROUP, LLC (18.92K), Global Assets Advisory, LLC (17.89K), NORTHERN TRUST CORP (17.25K), Ausdal Financial Partners, Inc. (10.36K), Tower Research Capital LLC (TRC) (3.94K), Legacy Wealth Managment, LLC/ID (300).