Beneficient (BENF) Ownership
BENF ownership summary
as of October 17, 2026- Institutions
- 5.5% of shares outstanding
- Insiders
- 90.07% of shares outstanding
- Shares outstanding
- 15.5M
- Float
- 1.6M shares available to trade
- Short interest
- 40.73% 950K shares short
- Days to cover
- 0.03 short interest up 205.1% vs prior month
- Institutions 5.49%
- Insiders 90.07%
- Other investors 4.44%
BENF top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Yorkville Advisors Global, LP | 1.81% | 281K | $294,663 | +280,631 (0.0%) | June 30, 2026 |
| 2 | Geode Capital Management, LLC | 1.00% | 155K | $162,381 | −3,378 (−2.1%) | June 30, 2026 |
| 3 | Vanguard Capital Management, LLC | 0.99% | 153K | $161,166 | +3,491 (+2.3%) | June 30, 2026 |
| 4 | Vanguard Fiduciary Trust Co | 0.47% | 72K | $75,674 | +559 (+0.8%) | June 30, 2026 |
| 5 | State Street Corp | 0.43% | 66K | $69,662 | +14,500 (+28.0%) | June 30, 2026 |
| 6 | BlackRock Inc | 0.32% | 50K | $52,004 | +4,205 (+9.3%) | June 30, 2026 |
| 7 | Morgan Stanley - Brokerage Accounts | 0.29% | 45K | $47,378 | +21,084 (+87.7%) | June 30, 2026 |
| 8 | Northern Trust Corp | 0.20% | 31K | $32,982 | — | June 30, 2026 |
| 9 | Ausdal Financial Partners Inc | 0.09% | 14K | $14,508 | +2,000 (+16.9%) | June 30, 2026 |
| 10 | Vanguard Global Advisers, LLC | 0.06% | 8,750 | $9,188 | — | June 30, 2026 |
| 11 | UBS Group AG | 0.03% | 4,271 | $4,485 | −1,717 (−28.7%) | June 30, 2026 |
| 12 | Barclays PLC | <0.01% | 60 | $63 | +60 (0.0%) | June 30, 2026 |
| 13 | Newbridge Financial Services Group, Inc. | <0.01% | 24 | $25 | — | June 30, 2026 |
| 14 | SBI Securities Co Ltd | 0.00% | 7 | $7 | — | June 30, 2026 |
| 15 | Citigroup Inc | 0.00% | 4 | $4 | +4 (0.0%) | June 30, 2026 |
| 16 | Jane Street Group LLC | 0.00% | — | — | −18,922 (−100.0%) | March 31, 2026 |
| 17 | Tower Research Capital LLC | 0.00% | — | — | −796 (−100.0%) | June 30, 2026 |
| 18 | Global Assets Advisory, LLC | 0.00% | — | — | −17,887 (−100.0%) | March 31, 2026 |
| 19 | Legacy Wealth Managment, LLC/ID | 0.00% | — | — | −300 (−100.0%) | June 30, 2026 |
| 20 | Bank of America Corp | 0.00% | — | — | −118 (−100.0%) | March 31, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 9 holders added 327K shares and 7 cut 43K.
BENF top mutual fund and ETF holders
6 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Fidelity Extended Market Index | 0.47% | 72K | $75,958 | −389 (−0.5%) | August 31, 2026 |
| 2 | Fidelity Total Market Index | 0.16% | 25K | $26,509 | — | August 31, 2026 |
| 3 | Fidelity Series Total Market Index | 0.13% | 21K | $21,724 | — | August 31, 2026 |
| 4 | Vanguard U.S. Eq Idx £ Acc | 0.06% | 8,750 | $9,188 | — | August 31, 2026 |
| 5 | iShares Micro-Cap ETF | 0.03% | 4,009 | $4,209 | −28 (−0.7%) | September 30, 2026 |
| 6 | Fidelity Nasdaq Composite Index | <0.01% | 745 | $782 | — | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
BENF insider transactions
latest 20| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2025-02-26 | Jeff Welday | Sell | $3.36 | 25 | $84 |
| 2025-02-24 | Jeff Welday | Sell | $3.36 | 68 | $228 |
| 2025-02-20 | Jeff Welday | Sell | $3.60 | 25 | $90 |
| 2025-02-18 | Jeff Welday | Sell | $3.76 | 148 | $556 |
| 2025-02-14 | Jeff Welday | Sell | $4.40 | 34 | $150 |
| 2025-02-12 | Jeff Welday | Sell | $5.04 | 110 | $554 |
| 2025-02-10 | Jeff Welday | Sell | $4.72 | 38 | $179 |
| 2025-02-07 | Jeff Welday | Sell | $4.64 | 42 | $195 |
| 2025-02-05 | Jeff Welday | Sell | $4.80 | 34 | $163 |
| 2025-02-03 | Jeff Welday | Sell | $4.72 | 21 | $99 |
| 2025-01-31 | Jeff Welday | Sell | $4.96 | 21 | $104 |
| 2025-01-29 | Jeff Welday | Sell | $4.96 | 149 | $739 |
| 2024-12-23 | Jeff Welday | Sell | $5.20 | 420 | $2,184 |
| 2024-12-20 | Jeff Welday | Sell | $5.36 | 155 | $831 |
| 2024-12-18 | Jeff Welday | Sell | $5.92 | 100 | $592 |
| 2024-12-16 | Jeff Welday | Sell | $6.48 | 140 | $907 |
| 2024-12-13 | Jeff Welday | Sell | $6.40 | 56 | $358 |
| 2024-12-11 | Jeff Welday | Sell | $6.32 | 120 | $758 |
| 2024-12-09 | Jeff Welday | Sell | $6.56 | 88 | $577 |
| 2024-12-06 | Jeff Welday | Sell | $6.48 | 227 | $1,471 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
BENF shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns BENF
Institutional investors own 5.5% of Beneficient's shares and insiders 90.07%. The largest holder is Yorkville Advisors Global, LP with 1.81% of the shares (281K), as of June 30, 2026. Among the top 20 institutions, 9 added shares and 7 reduced their stake in the latest filings. Short interest is 40.73% of the float, or 0.03 days of average trading volume. The share count fell 66.7% since 2017.
Related: BENF analyst forecast, BENF key metrics. See the BENF stock overview for the latest quote and news.
BENF ownership FAQ
Who owns the most Beneficient stock?
The largest shareholders of Beneficient are Yorkville Advisors Global, LP (1.81%), Geode Capital Management, LLC (1.00%), Vanguard Capital Management, LLC (0.99%), Vanguard Fiduciary Trust Co (0.47%), State Street Corp (0.43%).
What percentage of Beneficient is owned by institutions?
Institutions hold 5.5% of Beneficient's shares outstanding; insiders hold 90.07%.
Which funds own Beneficient?
The largest fund holders of Beneficient are Fidelity Extended Market Index (0.47%), Fidelity Total Market Index (0.16%), Fidelity Series Total Market Index (0.13%), Vanguard U.S. Eq Idx £ Acc (0.06%), iShares Micro-Cap ETF (0.03%).
What is Beneficient's short interest?
950K shares of Beneficient were sold short, 40.73% of the float; at the average daily volume it would take 0.03 days to cover.
Are insiders buying or selling Beneficient?
Of the latest 20 reported insider transactions in Beneficient (since December 6, 2024), 0 were purchases and 20 were sales.
How many shares of Beneficient are outstanding?
Beneficient has 15.5M shares outstanding, of which 1.6M are in the public float.