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Beneficient (BENF)

CUSIP: 08178Q507 | NYSE | Financial Services · Asset Management | Micro Cap | 24 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
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Beneficial Ownership — 13D / 13G

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5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/AHicks Holdings Operating, LLC11,712,67581.2%New 5%+ stakeMar 10, 2026No 13F filer matched
13DJames G. Silk1,101,4197.5%New 5%+ stakeOct 15, 2025

Institutional Holders — Q3 2026

RIA Advisory Group LLC245,218
0.1% of portfolio›$333.5K
T3 Companies, LLC43,030
0.1% of portfolio›$58.5K
Geode Capital Management, LLC40,788
0.0% of portfolio›$55.6K
Nfsg Corp24
0.0% of portfolio›$33
SBI Securities Co., Ltd.6
0.0% of portfolio›$8
Barclays PLC2
0.0% of portfolio›$3
StyleTurnoverLocationFiled
RIA Advisory Group LLC
245,218$333.5K0.1%ETFHighSioux Falls, SD2026-10-15
T3 Companies, LLC
43,030$58.5K0.1%CoreVery HighNew York, NY2026-10-22
Geode Capital Management, LLC
40,788$55.6K0.0%IndexVery LowBoston, MA2026-11-06
Nfsg Corp
24$330.0%GrowthMediumBoca Raton, FL2026-10-15
SBI Securities Co., Ltd.
6$80.0%GrowthLowTokyo, Mexico2026-10-22
Barclays PLC
2$30.0%GrowthMediumLondon, United Kingdom2026-11-06
No 13F filer matched
13D/AHicks Holdings Operating, LLC11,712,675
81.2% of class · Mar 10, 2026New 5%+ stake
No 13F filer matched
13DJames G. Silk1,101,419
7.5% of class · Oct 15, 2025New 5%+ stake
No 13F filer matched