Beneficient · NASDAQ:BENF
Beneficient shareholders
As of Jun 30, 2026, 13 institutions reported holding Beneficient, 5.7% of its shares. Largest: Yorkville Advisors Global, LP, Vanguard and Geode Capital. New holders, exits, insiders and big stakes, each with its filing.
| Holder | Shares | % of Beneficient | Change | Filed |
|---|---|---|---|---|
| Yorkville Advisors Global, LP | 281K | 1.8% | held for review | Aug 6, 2026 |
| Vanguard | 234K | 1.5% | +4,050 | Aug 13, 2026 |
| Geode Capital | 155K | 1.00% | −3,378 | Aug 12, 2026 |
| State Street | 66,345 | 0.43% | +14,500 | Aug 7, 2026 |
| BlackRock | 49,528 | 0.32% | +4,205 | Aug 7, 2026 |
| Morgan Stanley | 45,122 | 0.29% | +21,084 | Aug 13, 2026 |
| Northern Trust | 31,411 | 0.20% | no change | Aug 13, 2026 |
| Ausdal Financial Partners, Inc. | 13,817 | 0.09% | +2,000 | Aug 14, 2026 |
| UBS | 4,271 | 0.03% | −1,717 | Aug 13, 2026 |
| Barclays | 60 | <0.01% | new | Aug 14, 2026 |