Beneficient

Historical 13F Holders

Symbol
BENF
CUSIP
08178Q309
All holders as of
Q3 2025
Type
Equity
Class
COM CLASS A
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 08178Q309 since 12/18/2024, newest first.

Filer % of Class Filed
Hatteras Investment Partners, LP 13G/A Amendment 6 0% 11/14/2025
Event 9/30/2025
Hatteras Investment Partners, LP 13G/A Amendment 5 6.7% 8/19/2025
Event 6/30/2025
Hatteras Investment Partners, LP 13G/A Amendment 4 6.7% 5/19/2025
Event 3/31/2025
Hatteras Investment Partners, LP 13G 6.9% 1/21/2025
Event 12/31/2024
Brad K. Heppner 13D/A Amendment 1
2.8% 12/26/2024
Event 12/22/2024
Hatteras Investment Partners, LP 13G/A Amendment 3 12.3% 10/21/2024
Event 9/30/2024

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2025 Q3 19 428 k $407 k
2025 Q2 21 1.31 M $392 k
2025 Q1 21 1.14 M $354 k
2024 Q4 22 1.08 M $796 k
2024 Q3 17 803 k $994 k
2024 Q2 13 658 k $1.46 M
2024 Q1 1 29.9 k $2.01 k