BENEFICIENT

Watch

Share

BENF·08178Q507·US·Common Stock·Financial Services - Asset Management-Activist

BENF (BENEFICIENT) is held by 11 institutional investors as of Q2 2026. Largest holders: GEODE CAPITAL MANAGEMENT, LLC ($569,446), VANGUARD CAPITAL MANAGEMENT LLC ($564,847), VANGUARD FIDUCIARY TRUST CO ($265,218). Net institutional sentiment: Bullish.

11

Holders

$2.2M

Total Value

78% (9)

Consensus

7 buying - 2 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Loading verdict

Institutional (13F)85

Insider (Form 4)48

Activist (13D/13G)49

Congressional (STOCK Act)55

Holder Quality

78

★★★★★

Elite

16

★★★★

Strong

86

★★★

Solid

44

★★

Below

65

★

Weak

Held by 11 funds

Who's Trading

Source dates: Price Sep 11, 2026 · Insiders none · Activists Jul 9, 2026 · Congress none

ActivistJGJames G. Silk7.5%Jul 9, 2026

ActivistMHMack Hicks81.2%Apr 20, 2026

View all activist filings

Top Holders

Top Holders (11)History

AllNewIncreasedHeldDecreasedExited

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
GEODE CAPITAL MANAGEMENT, LLC	Decreased	154,649(-2.1%)	$569,446	0.0%	-98.94%	0
VAVANGUARD CAPITAL MANAGEMENT LLC	Increased	153,491(+2.3%)	$564,847	0.0%	-72.79%	17
VFVANGUARD FIDUCIARY TRUST CO	Increased	72,070(+0.8%)	$265,218	0.0%	-72.81%	23
STATE STREET CORP	Increased	66,345(+28.0%)	$244,150	0.0%	-82.33%	20
BlackRock, Inc.	Increased	49,528(+9.3%)	$182,263	0.0%	-81.27%	17
MORGAN STANLEY	Increased	45,122(+87.7%)	$166,049	0.0%	-72.08%	24
NORTHERN TRUST CORP	Unchanged	31,411	$115,592	0.0%	-78.46%	0
VGVanguard Global Advisers, LLC	Unchanged	8,750	$32,200	0.0%	-72.82%	0
UBS Group AG	Decreased	4,271(-28.7%)	$15,717	0.0%	-72.89%	0
BARCLAYS PLC	New	60	$221	0.0%	-71.20%	17
CITIGROUP INC	New	4	$15	0.0%	-71.20%	17

BENFBENEFICIENT

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Financial Services stocks held by institutions

VVISA INC

419 holders · $439.6B

JPMJPMORGAN CHASE & CO

405 holders · $558.4B

MAMASTERCARD INCORPORATED

401 holders · $346.2B

BACBANK OF AMER CORP

393 holders · $275B

BRK/BBERKSHIRE HATHAWAY INC DEL

387 holders · $401.1B

SPGIS&P GLOBAL INC

377 holders · $90.6B

MSMORGAN STANLEY

373 holders · $260.4B

WFCWELLS FARGO & CO

373 holders · $179.2B

COFCAPITAL ONE FINL CORP

371 holders · $95.7B

AXPAMERICAN EXPRESS CO

370 holders · $176B

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer