L3VLUP
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BEN in the 13F filings

Franklin Resources Inc · CUSIP 354613101

Sector · Other financial servicesTheme · Financial services· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
30 Sep 2023
the date the book describes
Filed
15 Nov 2023
latest of these filings; the earliest 7 Nov 2023
Managers listing it
3
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q2 2023 and Q3 2023; 3 listed it in both
Shares listed
23,080,712
combined, among listed positions
Reported value
$567m
combined, at the quarter end

Managers listing BEN in Q3 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

3 of 3 holders

ActionFiling
Capital Research Global Investors22,608,836$556m0.15%Added+9,62613 Nov 2023 (the filing on sec.gov)
Tudor Investment Corp377,253$9.3m0.09%Added+40,77715 Nov 2023 (the filing on sec.gov)
Quantbot Technologies LP94,623$2.3m0.16%Added+56,9377 Nov 2023 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2023 to Q3 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

No reduction among listed positions.

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
8 in Q3 2024 to 9 in Q2 2026

Tracked managers listing it, at least.

051015202014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
BEN by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201319$2.8bnn.a.n.a.
Q3 201312$3.3bnn.a.n.a.
Q4 201310$3.6bnn.a.n.a.
Q1 20148$3.6bnn.a.n.a.
Q2 20147$3.9bnn.a.n.a.
Q3 201410$3.8bnn.a.n.a.
Q4 20149$4.2bnn.a.n.a.
Q1 201511$3.9bnn.a.n.a.
Q2 201513$3.5bnn.a.n.a.
Q3 201515$2.2bnn.a.n.a.
Q4 201510$1.7bnn.a.n.a.
Q1 201611$1.9bnn.a.n.a.
Q2 20168$1.0bnn.a.n.a.
Q3 20166$1.1bnn.a.n.a.
Q4 20167$985mn.a.n.a.
Q1 20177$1.1bnn.a.n.a.
Q2 20176$1.0bnn.a.n.a.
Q3 201711$1.1bnn.a.n.a.
Q4 201715$1.4bnn.a.n.a.
Q1 201810$1.1bnn.a.n.a.
Q2 20189$1.0bnn.a.n.a.
Q3 20185$964mn.a.n.a.
Q4 20184$839mn.a.n.a.
Q1 20196$760mn.a.n.a.
Q2 20195$763mn.a.n.a.
Q3 201913$657mn.a.n.a.
Q4 201911$525mn.a.n.a.
Q1 20205$237mn.a.n.a.
Q2 20206$52mn.a.n.a.
Q3 20206$79mn.a.n.a.
Q4 20204$207mn.a.n.a.
Q1 20216$321mn.a.n.a.
Q2 20215$505mn.a.n.a.
Q3 20219$375mn.a.n.a.
Q4 20218$449mn.a.n.a.
Q1 20228$336mn.a.n.a.
Q2 20225$276mn.a.n.a.
Q3 20225$336mn.a.n.a.
Q4 20228$724mn.a.n.a.
Q1 20235$683mn.a.n.a.
Q2 20234$666mn.a.n.a.
Q3 20233$567mn.a.n.a.
Q4 20235$813m32
Q1 20246$730m51
Q2 202410$275m92
Q3 20248$262m81
Q4 20247$275m43
Q1 202510$328m64
Q2 202510$403m55
Q3 20258$140m26
Q4 20257$270m1617
Q1 20267$512m1814
Q2 20269$774m1119

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

BEN and V →BEN and AXP →BEN and BAC →Choose a stock to compare with BEN →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own BEN, latest filings →Back to the 13F Explorer →