Beneficient Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| YORKVILLE ADVISORS GLOBAL, LP | 08/06/2026 | 280.63 K | $1.03 M | 100.00% | 21.76% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 154.65 K | $569.45 K | -2.14% | 11.99% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 153.49 K | $564.85 K | 2.33% | 11.90% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 72.07 K | $265.22 K | 0.78% | 5.59% |
| STATE STREET CORP | 08/07/2026 | 66.35 K | $244.15 K | 27.97% | 5.14% |
| BLACKROCK, INC. | 08/07/2026 | 49.53 K | $182.26 K | 9.28% | 3.84% |
| MORGAN STANLEY | 08/13/2026 | 45.12 K | $166.05 K | 87.71% | 3.50% |
| NORTHERN TRUST CORP | 08/13/2026 | 31.41 K | $115.59 K | 0.00% | 2.44% |
| AUSDAL FINANCIAL PARTNERS, INC. | 08/14/2026 | 13.82 K | $50.85 K | 16.92% | 1.07% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 8.75 K | $32.20 K | 0.00% | 0.68% |
| UBS GROUP AG | 08/13/2026 | 4.27 K | $15.72 K | -28.67% | 0.33% |
| BARCLAYS PLC | 08/14/2026 | 60 | $221 | 100.00% | 0.00% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 08/14/2026 | 24 | $88 | 0.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 07/23/2026 | 7 | $26 | 0.00% | 0.00% |
| CITIGROUP INC | 08/03/2026 | 4 | $15 | 100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 0 | $0 | -100.00% | 0.00% |
| LEGACY WEALTH MANAGMENT, LLC/ID | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
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Beneficient institutional Ownership - FAQ's
During the previous two years, 22 institutional investors and hedge funds held shares of Beneficient. The most heavily invested institutionals were:
Yorkville Advisors Global, LP: 280,631
GEODE CAPITAL MANAGEMENT, LLC: 154,649
VANGUARD CAPITAL MANAGEMENT LLC: 153,491
VANGUARD FIDUCIARY TRUST CO: 72,070
STATE STREET CORP: 66,345
BlackRock, Inc.: 49,528
68.25% of Beneficient stock is owned by institutional investors.
Institutional investors have bought a total of 1.71 M shares in the last 24 months. This purchase volume represents approximately $6.55 M in transactions.