Beneficient Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 237.13 K | $1.67 M | 100.00% | 19.59% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 154.26 K | $1.08 M | 100.00% | 12.74% |
| BLACKROCK, INC. | 02/12/2026 | 44.62 K | $313.69 K | 100.00% | 3.69% |
| STATE STREET CORP | 02/13/2026 | 23.04 K | $161.99 K | 100.00% | 1.90% |
| JANE STREET GROUP, LLC | 02/12/2026 | 18.92 K | $133.02 K | 100.00% | 1.56% |
| GLOBAL ASSETS ADVISORY, LLC | 02/09/2026 | 17.89 K | $125.75 K | 100.00% | 1.48% |
| NORTHERN TRUST CORP | 02/17/2026 | 17.26 K | $121.30 K | 100.00% | 1.43% |
| AUSDAL FINANCIAL PARTNERS, INC. | 02/13/2026 | 10.36 K | $72.84 K | 100.00% | 0.86% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 3.94 K | $27.68 K | 100.00% | 0.33% |
| LEGACY WEALTH MANAGMENT, LLC/ID | 02/03/2026 | 300 | $2.11 K | 100.00% | 0.02% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 118 | $830 | 100.00% | 0.01% |
| UBS GROUP AG | 01/29/2026 | 83 | $583 | 100.00% | 0.01% |
| SBI SECURITIES CO., LTD. | 02/03/2026 | 4 | $28 | 100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| STATE STREET CORP | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| VANGUARD GROUP INC | 01/29/2026 | 0 | $0 | -100.00% | 0.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| FMR LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 01/29/2026 | 0 | $0 | -100.00% | 0.00% |
| HIGHPOINT ADVISOR GROUP LLC | 02/04/2026 | 0 | $0 | -100.00% | 0.00% |
| AUSDAL FINANCIAL PARTNERS, INC. | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 02/03/2026 | 0 | $0 | -100.00% | 0.00% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 01/21/2026 | 0 | $0 | -100.00% | 0.00% |
| GLOBAL ASSETS ADVISORY, LLC | 02/09/2026 | 0 | $0 | -100.00% | 0.00% |
| MAREX GROUP PLC | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| BLACKROCK, INC. | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| LEGACY WEALTH MANAGMENT, LLC/ID | 02/03/2026 | 0 | $0 | -100.00% | 0.00% |
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Beneficient institutional Ownership - FAQ's
During the previous two years, 21 institutional investors and hedge funds held shares of Beneficient. The most heavily invested institutionals were:
Global Assets Advisory, LLC: 0
VANGUARD GROUP INC: 237,129
GEODE CAPITAL MANAGEMENT, LLC: 154,257
BlackRock, Inc.: 44,621
STATE STREET CORP: 23,043
JANE STREET GROUP, LLC: 18,922
43.61% of Beneficient stock is owned by institutional investors.
Institutional investors have bought a total of 1.10 M shares in the last 24 months. This purchase volume represents approximately $4.22 M in transactions.