2026-08-14
AI summary pending
View Full Filing (SEC EDGAR)Beneficient - Class A
$2.33+8.4%
+$1.2M
Net Activity
+57.22% total shares
Institutions Holding
15
Popularity Rank
#9082
Avg Weight
0.08%
Total Value
$3.2M
15 institutions currently hold BENF, with 9 net buyers and 4 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
4
Net Buying Institutions
9
Top 5 by Value
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Across its top 15 institutional holders, BENF's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 10/100, avg. turnover score 25/100).
BENF ranks #9082 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
15 institutions disclose a position in BENF, but none treat it as a major bet — even Yorkville Advisors Global, LP, its most concentrated holder, allocates just 1.2% of its own portfolio to it.
State Street has added to its BENF position for two straight quarters, increasing it by $82.2K to reach $244.2K today.
BENF is up 8.4% today, and institutions have been net buyers of $1.2M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
BENF reported a net loss of $90.6M over the trailing twelve months.
+$1.2M
Total Buy Value
$22.6K
Total Sell Value
9
Net Buyers
4
Net Sellers
BENF
Q2 2026
Top 5 Institutional Movers
BENF does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
7
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)Beneficient (BENF) disclosed that it amended its standby equity purchase agreement with Yorkville, cutting the maximum amount of Class A common stock it can sell from $250 million to $100 million. It also issued two convertible promissory notes totaling $4 million in principal (two $2 million tranches with a 5% original issue discount, netting roughly $1.8 million each). The notes mature June 30, 2027, pay 5% interest (18% upon an uncured default), and convert into Class A shares at the lower of $5.6064 or 92% of the lowest daily VWAP over the five trading days before conversion, with a $0.89 floor on the variable part. Assuming 5% interest through maturity, the maximum shares issuable is about 4,719,101, and conversions are capped so Yorkville and related parties do not exceed 4.99% beneficial ownership.
View Full Filing (SEC EDGAR)Beneficient completed a private capital transaction on July 10, 2026, issuing 744,455 shares of Series B-11 Convertible Preferred Stock to a customer. The customer transferred a limited partner interest in an investment fund with a net asset value of $7.44 million. The preferred shares are convertible into Class A common stock at an initial conversion price of $3.6514 per share, with a floor of $1.8257 per share, and a maximum of 4,077,642 Class A shares issuable upon conversion. The offering was unregistered, conducted under Section 4(a)(2) of the Securities Act and Regulation D.
View Full Filing (SEC EDGAR)No AI summary for this filing type
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)No AI summary for this filing type
View Full Filing (SEC EDGAR)08178Q507
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,243
Total reported value
$2.2T
3231 13F institutions increased their position this quarter
Institutions Holding
5,991
Total reported value
$3.6T
3034 13F institutions increased their position this quarter
Institutions Holding
6,154
Total reported value
$1.8T
2973 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,089
Total reported value
$390.2B
Held by 4089 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,063
Total reported value
$377.7B
Held by 4063 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
6,142
Total reported value
$2.9T
Held by 6142 institutions — one of the most-tracked stocks on AlphaSMO
Access BENF's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/BENFCLI
npx alphasmo stocks get BENF