Beneficient Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 158.03 K | $553.40 K | 2.44% | 13.05% |
| 05/15/2026 | 150.00 K | $525.00 K | 100.00% | 12.39% | |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 71.51 K | $250.29 K | 100.00% | 5.91% |
| STATE STREET CORP | 05/15/2026 | 51.85 K | $181.46 K | 124.99% | 4.28% |
| BLACKROCK, INC. | 05/13/2026 | 45.32 K | $158.63 K | 1.57% | 3.74% |
| NORTHERN TRUST CORP | 05/14/2026 | 31.41 K | $109.94 K | 82.04% | 2.59% |
| MORGAN STANLEY | 05/15/2026 | 24.04 K | $84.13 K | 100.00% | 1.99% |
| AUSDAL FINANCIAL PARTNERS, INC. | 05/12/2026 | 11.82 K | $41.36 K | 14.05% | 0.98% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 8.75 K | $30.63 K | 100.00% | 0.72% |
| UBS GROUP AG | 05/05/2026 | 5.99 K | $20.96 K | 7,114.46% | 0.49% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 796 | $2.79 K | -79.79% | 0.07% |
| LEGACY WEALTH MANAGMENT, LLC/ID | 05/07/2026 | 300 | $1.05 K | 0.00% | 0.02% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 05/05/2026 | 24 | $84 | 100.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 04/28/2026 | 7 | $25 | 75.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 05/12/2026 | 0 | $0 | -100.00% | 0.00% |
| GLOBAL ASSETS ADVISORY, LLC | 05/01/2026 | 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:
GEODE CAPITAL MANAGEMENT, LLC: 158,027
VANGUARD FIDUCIARY TRUST CO: 71,511
STATE STREET CORP: 51,845
BlackRock, Inc.: 45,323
NORTHERN TRUST CORP: 31,411
MORGAN STANLEY: 24,038
46.25% of Beneficient stock is owned by institutional investors.
Institutional investors have bought a total of 1.24 M shares in the last 24 months. This purchase volume represents approximately $4.75 M in transactions.