$BENF

$0.80 +$0.00 (0.16%) Close

$BENF Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 67.5M shares outstanding

Who owns BENF?

By type of holder

Institutions 1.3% Insiders 0.0% Everyone else 98.7%

Concentration Top 10 holders own 20.6%

Mack Hicks 17.4% · James G. Silk 1.6%

Institutional ownership

1.3%

+0.5 pts vs last qtr

Institutional holders

+1 vs last qtr

Net shares bought

+320.3K

by institutions in Q2 2026

New / sold out

3 / 2

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Yorkville Advisors Global, LP NEW +280.6K
Morgan Stanley +21.1K

Biggest sellers in Q2 2026

Geode Capital Management, LLC −3.4K
UBS Group AG −1.7K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Beneficient in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2020–FY2023

+47.3%

+21.38% a year

Each share's claim on the business

−32.1%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $141M

over 3 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years59% Under 1 year41%

Quarterly turnover

29.7%

of institutional shares changed hands

Top 10 managers, median time held

2.8 years

Super Investors

Investment managers reporting BENF on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
YA Yorkville Advisors Global, LP	280.6K	0.42%	NEW	Q2 '26	1.2%
Shares held by quarter Peak holding280.6K (Q2'26) Change over 8 quarters+280.6K Share of the company0.420% Yorkville Advisors Global, LP's full portfolio →
GC Geode Capital Management, LLC	154.6K	0.23%	−3.4K (−2.1%)	2023	0.0%
Shares held by quarter Peak holding158.0K (Q1'26) Change over 8 quarters+137.1K Share of the company0.230% Geode Capital Management, LLC's full portfolio →

Yorkville Advisors Global, LP

280.6K

% of company

0.42%

Change vs last qtr

NEW

Held since

Q2 '26

Geode Capital Management, LLC

154.6K

% of company

0.23%

Change vs last qtr

−3.4K (−2.1%)

Held since

2023

15 more super investors behind a free account

See every manager holding Beneficient, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting BENF on Form N-PORT; together they hold 0.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VE Vanguard Extended Market Index Fund Vanguard Index Funds	$550K	149.4K	0.22%	0.00%	June 30, 2026
FE Fidelity Extended Market Index Fund Fidelity Concord Street Trust	$150K	72.3K	0.11%	0.00%	August 31, 2026

Vanguard Extended Market Index Fund

Vanguard Index Funds

Position value

$550K

% of company

0.22%

% of the fund

0.00%

As of

June 30, 2026

Fidelity Extended Market Index Fund

Fidelity Concord Street Trust

Position value

$150K

% of company

0.11%

% of the fund

0.00%

As of

August 31, 2026

4 more funds behind a free account

See every fund holding Beneficient and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
MH Mack Hicks 5%+ holder 13D · 81.2%	11.7M	17.36%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company17.360% Disclosed stake13D · 81.2% View the 13D/G filing →
JG James G. Silk 5%+ holder 13D · 7.5%	1.1M	1.63%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company1.630% Disclosed stake13D · 7.5% View the 13D/G filing →

Mack Hicks

5%+ holder13D · 81.2%

11.7M

% of company

17.36%

Change vs last qtr

—

Held since

—

James G. Silk

5%+ holder13D · 7.5%

1.1M

% of company

1.63%

Change vs last qtr

—

Held since

—

1 more holders behind a free account

See every insider and 5%+ holder of Beneficient.

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