FRANKLIN RESOURCES INC BEN
$34.11
+0.1% 52w: $20.39 – $34.11
Latest 13F among current holders filed 5 days ago (Aug 28, 2026)
Price — last 12 months
research preview data20.3927.2534.11
Aug 18, 2025 Jul 2, 2026
Institutional holders
611
+36 QoQ
13F value
$6.81B
+2.8% QoQ
Smart-money holders
16
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
1.7×
$36.8M calls / $21.6M puts
Institutional value by quarter
Number of holders
Who owns BEN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Power Corp of Canada ★2 | Fundamental diversified | 31.6M | $745.4M | — | Held |
| BlackRock, Inc. | Index provider | 28.8M | $679.5M | 0.0% | -3.2% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 20.1M | $474.5M | — | — |
| STATE STREET CORP | Index provider | 19.6M | $469.6M | 0.0% | -5.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 13.8M | $327.0M | — | — |
| Invesco Ltd. | Index provider | 13.6M | $320.4M | 0.0% | +34.0% |
| CITADEL ADVISORS LLC | Multistrat pod | 11.3M | $267.4M | 0.2% | +80.3% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 10.9M | $256.5M | — | -0.2% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 7.8M | $184.1M | — | -3.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 7.4M | $175.8M | 0.0% | +31.8% |
| ProShare Advisors LLC | Index provider | 6.6M | $154.9M | — | -7.4% |
| Azora Capital LP ★2 | Fundamental concentrated | 5.1M | $120.5M | 7.9% | -12.0% |
| MORGAN STANLEY | Bank broker | 4.9M | $116.1M | 0.0% | +13.9% |
| Artemis Investment Management LLP | Other | 4.9M | $115.3M | — | +8629.2% |
| Bank of New York Mellon Corp | Diversified mechanical | 4.6M | $108.3M | 0.0% | +22.7% |
| NORTHERN TRUST CORP | Index provider | 3.7M | $86.7M | 0.0% | -6.0% |
| Kopernik Global Investors, LLC ★3 | Fundamental concentrated | 3.5M | $83.2M | — | +4.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 3.2M | $76.3M | — | +2.0% |
| Verition Fund Management LLC | Multistrat pod | 3.0M | $71.4M | 0.7% | +38.9% |
| BARCLAYS PLC | Bank broker | 2.8M | $66.5M | 0.0% | +70.6% |
| JUPITER ASSET MANAGEMENT LTD | Other | 2.7M | $63.1M | — | +9336.0% |
| Squarepoint Ops LLC | Quant stat arb | 2.6M | $61.9M | 0.1% | -36.6% |
| UBS Group AG | Bank broker | 2.4M | $57.7M | 0.0% | +19.9% |
| Freestone Grove Partners LP | Quant stat arb | 2.1M | $50.7M | — | New |
| JPMORGAN CHASE & CO | Bank broker | 2.1M | $48.2M | 0.0% | +24.9% |
| Vest Financial, LLC | Other | 2.0M | $48.0M | — | -6.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.0M | $46.4M | 0.0% | +37.3% |
| FIRST TRUST ADVISORS LP | Index provider | 1.8M | $43.5M | 0.0% | -5.8% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 1.7M | $40.9M | — | — |
| Balyasny Asset Management L.P. | Multistrat pod | 1.6M | $37.5M | 0.1% | +106.8% |
| NOMURA ASSET MANAGEMENT CO LTD | Diversified mechanical | 1.5M | $35.6M | 0.1% | -7.3% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 1.4M | $34.2M | 0.0% | -21.6% |
| Gallagher Fiduciary Advisors, LLC | Other | 1.4M | $33.3M | 1.3% | -1.1% |
| Allianz Asset Management GmbH | Diversified mechanical | 1.3M | $31.9M | 0.0% | +12.1% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 1.3M | $31.0M | 0.0% | +5.4% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | Other | 1.2M | $29.5M | — | -4.6% |
| DEUTSCHE BANK AG\ | Bank broker | 1.2M | $29.0M | 0.0% | +6.2% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Quant stat arb | 1.2M | $27.4M | 0.0% | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 1.1M | $26.9M | 0.0% | -6.2% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 1.1M | $26.3M | 0.0% | -10.2% |
| KETTLE HILL CAPITAL MANAGEMENT, LLC ★2 | Fundamental concentrated | 933.2K | $22.0M | — | +139.1% |
| Quantinno Capital Management LP | Diversified mechanical | 917.5K | $21.7M | 0.0% | +16.1% |
| Holocene Advisors, LP | Other | 891.0K | $21.0M | 0.1% | +224.6% |
| HANCOCK WHITNEY CORP | Other | 864.0K | $21.0M | 0.4% | +5.0% |
| ROYAL BANK OF CANADA | Bank broker | 886.4K | $20.9M | 0.0% | +15.3% |
| Nuveen, LLC | Diversified mechanical | 881.5K | $20.8M | 0.0% | -9.7% |
| Longaeva Partners L.P. ★2 | Fundamental diversified | 862.7K | $20.4M | — | +53.4% |
| Caisse de depot et placement du Quebec | Other | 824.1K | $19.5M | — | +256.5% |
| HSBC HOLDINGS PLC | Bank broker | 770.3K | $18.1M | 0.0% | -65.6% |
| MARSHALL WACE, LLP | Quant stat arb | 757.0K | $17.9M | — | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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