37 institutions reported holding $2.0M of BENEFICIENT (BENFW) in SEC 13F filings for 2026-03-31. Largest institutional holders: GEODE CAPITAL MANAGEMENT, LLC ($553,395), VANGUARD CAPITAL MANAGEMENT LLC ($525,000), VANGUARD FIDUCIARY TRUST CO ($250,289), STATE STREET CORP ($181,458), BlackRock, Inc. ($158,631). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | GEODE CAPITAL MANAGEMENT, LLC | $553,395 | 158,027 | Added |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $525,000 | 150,000 | New |
| 3 | VANGUARD FIDUCIARY TRUST CO | $250,289 | 71,511 | New |
| 4 | STATE STREET CORP | $181,458 | 51,845 | Added |
| 5 | BlackRock, Inc. | $158,631 | 45,323 | Added |
| 6 | NORTHERN TRUST CORP | $109,939 | 31,411 | Added |
| 7 | MORGAN STANLEY | $84,133 | 24,038 | New |
| 8 | Ausdal Financial Partners, Inc. | $41,500 | 21,817 | Added |
| 9 | Vanguard Global Advisers, LLC | $30,625 | 8,750 | New |
| 10 | UBS Group AG | $20,959 | 5,988 | Added |
| 11 | MMCAP International Inc. SPC | $10,500 | 750,000 | Hold |
| 12 | Clear Street Group Inc. | $10,472 | 747,999 | Hold |
| 13 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $7,875 | 562,494 | Hold |
| 14 | LMR Partners LLP | $6,825 | 487,500 | Hold |
| 15 | GOLDMAN SACHS GROUP INC | $5,316 | 379,725 | Hold |
| 16 | TORONTO DOMINION BANK | $5,114 | 365,296 | Hold |
| 17 | TENOR CAPITAL MANAGEMENT Co., L.P. | $4,200 | 300,000 | Hold |
| 18 | Hudson Bay Capital Management LP | $3,750 | 300,000 | Hold |
| 19 | Context Capital Management, LLC | $2,940 | 210,024 | Hold |
| 20 | Tower Research Capital LLC (TRC) | $2,786 | 796 | Trimmed |
| 21 | Calamos Advisors LLC | $2,344 | 187,500 | Hold |
| 22 | TWO SIGMA SECURITIES, LLC | $1,541 | 110,076 | Trimmed |
| 23 | Empyrean Capital Partners, LP | $1,400 | 100,000 | Hold |
| 24 | Legacy Wealth Managment, LLC/ID | $1,050 | 300 | Hold |
| 25 | MILLENNIUM MANAGEMENT LLC | $945 | 67,500 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31