BENF
Beneficient
$3.64
-0.05 (-1.36%)
At close · Jul 2
Going-concern doubt
— flagged Jun 30, 2026
Substantial doubt about the company's ability to continue as a going concern.
“Further, as substantial doubt about our ability to continue as a going concern exists, our ability to finance our operations through the sale and issuance of additional debt or equity securities or through other financing could be impaired and we cannot conclude as of the date of this filing that such plans are probable of being successfully implemented.”View the 10-K filed Jun 30, 2026
Market Cap
$52.85M
Shares
14,518,468
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 14
Total Value: $1,959,425
Total Shares: 559,837
Institutional Ownership Trend
2 quarters
Holder Concentration
Across 14 13F filers · Δ vs Dec 31, 2025Top Holder
28.2%
−16.7 pts
Top 5
85.2%
−5.4 pts
Top 10
99.8%
−0.2 pts
HHI
1,887
Moderately concentrated−1,114
Quarterly Activity
vs Dec 31, 2025
New
5
Increased
7
Decreased
1
Sold Out
4
Unchanged
1
Holder count:
+1
Institutional value:
-47.2%
Shares held:
+6.0%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega STATE STREET CORP | +28,802 | 51,845 | |
| Mega NORTHERN TRUST CORP | +14,156 | 31,411 | |
| Mega UBS Group AG | +5,905 | 5,988 | |
| Mega GEODE CAPITAL MANAGEMENT, LLC | +3,770 | 158,027 | |
| Small Ausdal Financial Partners, Inc. | +1,456 | 11,817 |
Top Sellers
vs Dec 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mid Tower Research Capital LLC (TRC) | −3,142 | 796 |
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega VANGUARD CAPITAL MANAGEMENT LLC | 150,000 | $525,000 | |
| Mega VANGUARD FIDUCIARY TRUST CO | 71,511 | $250,288 | |
| Mega MORGAN STANLEY | 24,038 | $84,133 | |
| Mega Vanguard Global Advisers, LLC | 8,750 | $30,625 | |
| Small NFSG Corp | 24 | $84 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega VANGUARD GROUP INC | 237,129 | $1,667,016 | |
| Mega JANE STREET GROUP, LLC | 18,922 | $133,021 | |
| Small Global Assets Advisory, LLC | 17,887 | $125,745 | |
| Mega BANK OF AMERICA CORP /DE/ | 118 | $829 |
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Mega GEODE CAPITAL MANAGEMENT, LLC | $553,094 | 28.23% | 158,027 | Shares | Defined | 2026-05-15 | ||||
| Mega VANGUARD CAPITAL MANAGEMENT LLC | $525,000 | 26.79% | 150,000 | Shares | Defined | 2026-05-15 | ||||
| Mega VANGUARD FIDUCIARY TRUST CO Bank | $250,288 | 12.77% | 71,511 | Shares | Defined | 2026-05-08 | ||||
| Mega STATE STREET CORP | $181,457 | 9.26% | 51,845 | Shares | Defined | 2026-05-15 | ||||
| Mega BlackRock, Inc. | $158,630 | 8.10% | 45,323 | Shares | Sole | 2026-05-13 | ||||
| Mega NORTHERN TRUST CORP Bank | $109,938 | 5.61% | 31,411 | Shares | Defined | 2026-05-14 | ||||
| Mega MORGAN STANLEY | $84,133 | 4.29% | 24,038 | Shares | Defined | 2026-05-15 | ||||
| Small Ausdal Financial Partners, Inc. | $41,359 | 2.11% | 11,817 | Shares | Sole | 2026-05-12 | ||||
| Mega Vanguard Global Advisers, LLC | $30,625 | 1.56% | 8,750 | Shares | Defined | 2026-05-08 | ||||
| Mega UBS Group AG | $20,957 | 1.07% | 5,988 | Shares | Defined | 2026-05-05 | ||||
| Mid Tower Research Capital LLC (TRC) | $2,786 | 0.14% | 796 | Shares | Defined | 2026-05-15 | ||||
| Micro Legacy Wealth Managment, LLC/ID | $1,050 | 0.05% | 300 | Shares | Sole | 2026-05-07 | ||||
| Small NFSG Corp | $84 | 0.00% | 24 | Shares | Sole | 2026-05-05 | ||||
| Mid SBI Securities Co., Ltd. Broker-Dealer | $24 | 0.00% | 7 | Shares | Defined | 2026-04-28 | ||||
| No holders match your search. | ||||||||||