Who owns BENEFICIENT?

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Analyze quarterly positions in Beneficient with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Beneficient stock

Who bought or sold BENEFICIENT this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Vanguard Group 237k $1.7M 100% Dec 2025
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Geode Capital Management 158k $554k 2% Mar 2026
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Vanguard Capital Management 150k $525k 100% Mar 2026
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Vanguard Fiduciary Trust 72k $250k 100% Mar 2026
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BlackRock 45k $159k 2% Mar 2026
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Morgan Stanley 24k $84k 100% Mar 2026
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State Street Corporation 23k $162k 100% Dec 2025
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Northern Trust 17k $121k 100% Dec 2025
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Ausdal Financial Partners 12k $41k 14% Mar 2026
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Vanguard Global Advisers 8.8k $31k 100% Mar 2026
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UBS Group 6.0k $21k 7114% Mar 2026
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Tower Research Capital 3.9k $28k 100% Dec 2025
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Legacy Wealth Managment 300.00 $1.1k 0% Mar 2026
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Newbridge Financial Services Group 24.00 $84.000000 100% Mar 2026
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SBI Securities 7.00 $24.999800 75% Mar 2026
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Who sold out of Beneficient?

Fund or Company Name Date Sold Shares Held Valued At
Jane Street Dec 2025 19k $133k
Global Assets Advisory Dec 2025 18k $126k