Beneficient
Beneficient (BENF) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · BENF · as of Sep 30, 2025
Ownership Breakdown
19
Institutional Holders
▼ 1 vs Q2
$406,994
Total Inst. Value
▼ $2.73M vs Q2
1.16M
Shares Outstanding
freeFloat 101.88%
428,062
13F Shares Held
▼ 879,063 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
BENF largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
AUSDAL FINANCIAL PARTNERS, INC. finance services | 73.7K | 76.15% | 76.15% | $70.14M | Nov 14, 2025 | ▼ 49.1K |
HIGHPOINT ADVISOR GROUP LLC finance services | 61.0K | 62.99% | 62.99% | $58.02M | Nov 5, 2025 | — held |
GEODE CAPITAL MANAGEMENT, LLC finance services | 60.5K | 62.52% | 62.52% | $57.59M | Nov 12, 2025 | — held |
STATE STREET CORP finance services | 59.6K | 61.49% | 61.49% | $56.65M | Nov 14, 2025 | — held |
MAREX GROUP PLC finance services | 30.3K | 31.29% | 31.29% | $28.82M | Nov 14, 2025 | NEW |
GLOBAL ASSETS ADVISORY, LLC finance services | 23.8K | 24.59% | 24.59% | $22.65M | Oct 31, 2025 | NEW |
TWO SIGMA INVESTMENTS, LP finance services | 23.8K | 24.54% | 24.54% | $22.61M | Nov 14, 2025 | NEW |
COMMONWEALTH EQUITY SERVICES, LLC finance services | 21.2K | 21.90% | 21.90% | $20.00M | Oct 22, 2025 | ▼ 2.9K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP finance services | 19.4K | 20.02% | 20.02% | $18.44M | Nov 14, 2025 | NEW |
CUBIST SYSTEMATIC STRATEGIES, LLC finance services | 16.7K | 17.24% | 17.24% | $15.88M | Nov 14, 2025 | NEW |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
0
Increased
+0 shares6
New Positions
first time holders6
Decreased
−99.7K shares5
Sold Out
fully exitedNet shares change (top 50)
99.7K
+0 / −99.7K
Net new holders
-5
6 new / 5 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
BENF insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
1
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
CANGANY PETER T JR director | Dec 5, 2025 | Award | 635,690 | — | — | 636.9K | Form 4 ↗ |
Schnitzer Bruce William director | Dec 5, 2025 | Award | 931,837 | — | — | 933.8K | Form 4 ↗ |
Welday Jeff See Remarks | Jul 21, 2025 | Award | 30,687 | — | — | 172.4K | Form 4 ↗ |
Welday Jeff See Remarks | Apr 24, 2025 | Award | 1,670 | — | — | 141.7K | Form 4 ↗ |
Welday Jeff See Remarks | Feb 28, 2025 | Sale | 442 | $0.41 | $181.22 | 141.0K | Form 4 ↗ |
Welday Jeff See Remarks | Mar 4, 2025 | Sale | 941 | $0.34 | $319.94 | 140.0K | Form 4 ↗ |
Welday Jeff See Remarks | Feb 25, 2025 | Sale | 408 | $0.42 | $171.36 | 141.9K | Form 4 ↗ |
Welday Jeff See Remarks | Feb 26, 2025 | Sale | 201 | $0.42 | $84.42 | 141.7K | Form 4 ↗ |
Welday Jeff See Remarks | Feb 27, 2025 | Sale | 238 | $0.41 | $97.58 | 141.4K | Form 4 ↗ |
Welday Jeff See Remarks | Feb 14, 2025 | Sale | 272 | $0.55 | $149.6 | 145.0K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Beneficient (BENF) is primarily owned by institutional investors, who hold approximately 36.9% of total shares outstanding. Company insiders own approximately 0.00%, while retail and public investors account for the remaining 65.01%.
The largest institutional shareholder of Beneficient is AUSDAL FINANCIAL PARTNERS, INC., holding approximately 73,743 shares — equal to 76.15% of outstanding shares — as of September 30, 2025.
A total of 19 institutional investors currently hold BENF stock, with a combined institutional value of approximately $406,994 as of the most recent 13F filing period.
Frequently asked questions
BENF ownershipBeneficient (BENF) is primarily owned by institutional investors, who hold approximately 36.9% of shares. The largest shareholder is AUSDAL FINANCIAL PARTNERS, INC. with a 76.15% stake. Company insiders hold 0.00%. Data sourced from SEC Form 13F as of September 30, 2025.