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BEN · V in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

BENV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • BEN
  • V
0204060202120222023202420252026
Holders and value by quarter
QuarterBENV
Q3 20206 holders, $79m55 holders, $62.2bn
Q4 20204 holders, $207m52 holders, $67.1bn
Q1 20216 holders, $321m58 holders, $64.5bn
Q2 20215 holders, $505m52 holders, $69.3bn
Q3 20219 holders, $375m56 holders, $63.6bn
Q4 20218 holders, $449m47 holders, $58.0bn
Q1 20228 holders, $336m59 holders, $61.8bn
Q2 20225 holders, $276m57 holders, $55.2bn
Q3 20225 holders, $336m57 holders, $50.7bn
Q4 20228 holders, $724m54 holders, $59.4bn
Q1 20235 holders, $683m55 holders, $64.0bn
Q2 20234 holders, $666m54 holders, $65.2bn
Q3 20233 holders, $567m55 holders, $61.5bn
Q4 20235 holders, $813m48 holders, $68.6bn
Q1 20246 holders, $730m50 holders, $73.1bn
Q2 202410 holders, $275m45 holders, $69.5bn
Q3 20248 holders, $262m47 holders, $70.5bn
Q4 20247 holders, $275m48 holders, $77.6bn
Q1 202510 holders, $328m43 holders, $83.5bn
Q2 202510 holders, $403m45 holders, $83.4bn
Q3 20258 holders, $140m48 holders, $82.8bn
Q4 20257 holders, $270m49 holders, $86.0bn
Q1 20267 holders, $512m49 holders, $73.3bn
Q2 20269 holders, $774m52 holders, $81.9bn
BEN

Franklin Resources Inc

Holders
10
Reported value
$403m
Buyers
5
Sellers
5

Breadth 0 among 95 comparable managers.

Other financial servicesFinancial services · L3VLUP
V

Visa Inc

Holders
45
Reported value
$83.4bn
Buyers
21
Sellers
23

Breadth -2 among 95 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q2 2025

Among the 49 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only BEN (4)

Citadel Advisors LLC, Freestone Grove Partners LP, Verition Fund Management LLC, Voloridge Investment Management LLC

Only V (39)

Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Farallon Capital Management LLC, Fidelity (FMR LLC), Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, and 14 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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