BENF — Beneficient Institutional Holders · Q2 2026
Who owns Beneficient (BENF)? 15 institutions reported holding $3.24M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Yorkville Advisors Global, LP ($1.0M), Vanguard Group Inc ($862,265), Geode Capital Management, LLC ($569,446).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Yorkville Advisors Global, LP | $1.0M | 280,631 | New |
| 2 | VANGUARD GROUP INC | $862,265 | 234,311 | Added |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | $569,446 | 154,649 | Trimmed |
| 4 | STATE STREET CORP | $244,150 | 66,345 | Added |
| 5 | BlackRock, Inc. | $182,263 | 49,528 | Added |
| 6 | MORGAN STANLEY | $166,049 | 45,122 | Added |
| 7 | NORTHERN TRUST CORP | $115,592 | 31,411 | Hold |
| 8 | Ausdal Financial Partners, Inc. | $50,847 | 13,817 | Added |
| 9 | UBS Group AG | $15,717 | 4,271 | Trimmed |
| 10 | BARCLAYS PLC | $221 | 60 | New |
| 11 | Newbridge Financial Services Group, Inc. | $88 | 24 | Hold |
| 12 | SBI Securities Co., Ltd. | $26 | 7 | Hold |
| 13 | CITIGROUP INC | $15 | 4 | New |
| 14 | Tower Research Capital LLC (TRC) | $0 | 0 | Exited |
| 15 | Legacy Wealth Managment, LLC/ID | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30