Who owns Beneficient?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BENF from SEC Form 13F filings across 15 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 15 institutions disclosed 880,180 shares of Beneficient worth $3.2M — about 834.7% of shares outstanding; the largest disclosed holder is Yorkville Advisors Global, LP. Source: SEC Form 13F filings, parsed by EvidInvest.
15
13F holders
$3.2M
value, 2026 filers
834.7%
of shares outstanding (880,180 sh)
3
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BENF's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Yorkville Advisors Global, LPNEW | 280,631 | $1.0M | 1.2% | 266.1% | new |
| 2 | GEODE CAPITAL MANAGEMENT, LLC | 154,649 | $569,446 | 0.0% | 146.7% | -2.1% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 153,491 | $564,847 | 0.0% | 145.6% | +2.3% |
| 4 | VANGUARD FIDUCIARY TRUST CO | 72,070 | $265,218 | 0.0% | 68.3% | +0.8% |
| 5 | STATE STREET CORP | 66,345 | $244,150 | 0.0% | 62.9% | +28.0% |
| 6 | BlackRock, Inc. | 49,528 | $182,263 | 0.0% | 47% | +9.3% |
| 7 | MORGAN STANLEY | 45,122 | $166,049 | 0.0% | 42.8% | +87.7% |
| 8 | NORTHERN TRUST CORP | 31,411 | $115,592 | 0.0% | 29.8% | 0.0% |
| 9 | Ausdal Financial Partners, Inc. | 13,817 | $50,847 | 0.0% | 13.1% | +16.9% |
| 10 | Vanguard Global Advisers, LLC | 8,750 | $32,200 | 0.0% | 8.3% | 0.0% |
| 11 | UBS Group AG | 4,271 | $15,717 | 0.0% | 4.1% | -28.7% |
| 12 | BARCLAYS PLCNEW | 60 | $221 | 0.0% | 0.1% | new |
| 13 | NFSG Corp | 24 | $88 | 0.0% | 0% | 0.0% |
| 14 | SBI Securities Co., Ltd. | 7 | $26 | 0.0% | 0% | 0.0% |
| 15 | CITIGROUP INCNEW | 4 | $15 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.