DOSSIER · 13F Holders · Q1 2026
BENF

BENEFICIENT

14 institutions still hold BENEFICIENT as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 08178Q507·14 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$2M
visible holders
Holders
14
filers reporting
Concentration
28.24%
GEODE CAPITAL MANAGEMENT, LLC #1
top holder share
AI Holders Summary · Q1 2026

14 institutions reported BENF in Q1 2026. GEODE CAPITAL MANAGEMENT, LLC leads at 28.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$553K158K0.00%Q1 2026
02
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$525K150K0.00%Q1 2026
03
VANGUARD FIDUCIARY TRUST CO
CIK 0000933478· Index
$250K72K0.00%Q1 2026
04
STATE STREET CORP
CIK 0000093751
$181K52K0.00%Q1 2026
05
BlackRock, Inc.
CIK 0002012383
$159K45K0.00%Q1 2026
06
NORTHERN TRUST CORP
CIK 0000073124· Index
$110K31K0.00%Q1 2026
07
MORGAN STANLEY
CIK 0000895421
$84K24K0.00%Q1 2026
08
Ausdal Financial Partners, Inc.
CIK 0001667146
$41K12K0.00%Q1 2026
09
Vanguard Global Advisers, LLC
CIK 0001811242· Index
$31K9K0.00%Q1 2026
10
UBS Group AG
CIK 0001610520
$21K6K0.00%Q1 2026
11
Tower Research Capital LLC (TRC)
CIK 0001533421
$3K7960.00%Q1 2026
12
Legacy Wealth Managment, LLC/ID
CIK 0002045082
$1K3000.00%Q1 2026
13
Newbridge Financial Services Group, Inc.
CIK 0001879757
$84240.00%Q1 2026
14
SBI Securities Co., Ltd.
CIK 0001851815
$2670.00%Q2 2026
Insiders at BENEFICIENT
Cangany Peter T JrSchnitzer Bruce WilliamWelday JeffWendel Karen