Beneficient - Beneficient Class A common stock, par value $0.001 per share (BENF) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2024 to Q3 2025

Type / Class
Equity / Beneficient Class A common stock, par value $0.001 per share
Symbol
BENF on Nasdaq
Shares outstanding
8,399,239
Price per share
$0.86
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
428,062
Total reported value
$406,994
% of total 13F portfolios
0%
Share change
-313,914
Value change
-$84,385
Number of holders
19
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Beneficient - Beneficient Class A common stock, par value $0.001 per share (BENF) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Heppner Brad K 2.8% $73,317 236,505 Brad K. Heppner 22 Dec 2024

As of 30 Sep 2025, 19 institutional investors reported holding 428,062 shares of Beneficient - Beneficient Class A common stock, par value $0.001 per share (BENF). This represents 5.1% of the company’s total 8,399,239 outstanding shares.

Institutional Holders of Beneficient - Beneficient Class A common stock, par value $0.001 per share (BENF) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 428,062 $406,994 -$84,385 $0.95 19
2025 Q2 1,307,125 $391,517 +$49,633 $0.30 20
2025 Q1 1,136,575 $353,612 -$19,144 $0.31 17
2024 Q4 1,075,671 $795,821 +$202,169 $0.74 20
2024 Q3 802,730 $993,765 +$178,450 $1.23 15
2024 Q2 658,119 $1,460,839 +$1,458,834 $2.22 11
2024 Q1 29,932 $2,005 +$2,005 $0.07 1