BENF Institutional Ownership & Shareholders
BENEFICIENT - CLASS A (BENF) is currently held by 17 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.63M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Yorkville Advisors Global, Lp is currently the largest disclosed institutional shareholder of BENF tracked by InsiderSet, reporting ownership valued at approximately $1.03M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $225,009.936, representing an estimated loss of -78.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed BENF value among the investors covered in this analysis. Major shareholders include Yorkville Advisors Global, Lp, Geode Capital Management, Llc, Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in BENEFICIENT - CLASS A (BENF).
This page ranks the largest institutional BENF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
17
Total Reported Value
$3.63M
Largest Holder
Yorkville Advisors Global, Lp
Largest Position
$1.03M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
22
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Yorkville Advisors Global, Lp | 1.20% | 280,631 | $1,032,722 | $225,010 | -$807,712 | -78.21% | |
| Geode Capital Management, Llc | 0.00% | 154,649 | $569,446 | $123,998 | -$445,448 | -78.22% | |
| Vanguard Capital Management Llc | 0.00% | 153,491 | $564,847 | $123,069 | -$441,778 | -78.21% | |
| Ria Advisory Group Llc | 0.09% | 245,218 | $333,496 | $196,616 | -$136,880 | -41.04% | |
| Vanguard Fiduciary Trust Co | 0.00% | 72,070 | $265,218 | $57,786 | -$207,432 | -78.21% | |
| State Street Corp | 0.00% | 66,345 | $244,150 | $53,195 | -$190,955 | -78.21% | |
| Blackrock, Inc. | 0.00% | 49,528 | $182,263 | $39,712 | -$142,551 | -78.21% | |
| Morgan Stanley | 0.00% | 45,122 | $166,049 | $36,179 | -$129,870 | -78.21% | |
| Northern Trust Corp | 0.00% | 31,411 | $115,592 | $25,185 | -$90,407 | -78.21% | |
| T3 Companies, Llc | 0.06% | 43,030 | $58,521 | $34,501 | -$24,020 | -41.04% | |
| Ausdal Financial Partners, Inc. | 0.00% | 13,817 | $50,847 | $11,078 | -$39,769 | -78.21% | |
| Vanguard Global Advisers, Llc | 0.00% | 8,750 | $32,200 | $7,016 | -$25,184 | -78.21% | |
| Ubs Group Ag | 0.00% | 4,271 | $15,717 | $3,424 | -$12,293 | -78.21% | |
| Barclays Plc | 0.00% | 60 | $221 | $48 | -$173 | -78.23% | |
| Nfsg Corp | 0.00% | 24 | $33 | $19 | -$14 | -41.69% | |
| Citigroup Inc | 0.00% | 4 | $15 | $3 | -$12 | -78.62% | |
| Sbi Securities Co., Ltd. | 0.00% | 6 | $8 | $5 | -$3 | -39.87% |
Frequently asked questions about BENF
Who are the largest institutional holders of BENF?
The largest institutional holders of BENF reported in the latest SEC Form 13F filings include Yorkville Advisors Global, Lp, Geode Capital Management, Llc, Vanguard Capital Management Llc, Ria Advisory Group Llc, and Vanguard Fiduciary Trust Co. InsiderSet ranks institutional holders by their latest reported BENF position.
What is BENF institutional ownership?
This page tracks BENF positions reported by institutional investment managers through SEC Form 13F. BENEFICIENT - CLASS A (BENF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BENF?
InsiderSet currently tracks 17 institutional managers reporting BENF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BENF shareholders.
How much BENF stock do institutions own?
Institutional investment managers disclosed approximately $3.63M in BENF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BENF institutional ownership last updated?
The latest BENF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BENF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BENF position after the reporting date.
Are institutions buying or selling BENF?
Institutional buying and selling can be analyzed by comparing BENF positions across consecutive 13F reporting periods. InsiderSet's BENF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BENF ownership changes.
How has BENF institutional ownership changed over time?
InsiderSet tracks BENF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.