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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
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 5 Feb 2026
Managers listing it
27
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 6 listed it in both
Shares listed
32,843,629
combined, among listed positions
Reported value
$785m
combined, at the quarter end

Among the 92 comparable managers: 16 buyers (opened or added shares) and 17 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +6,547,887.

Managers listing BEN in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

27 of 27 holders

ActionFiling
Invesco Ltd10,122,937$242munder 0.1%Added+768,70719 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC6,280,203$150munder 0.1%Added+1,897,69217 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC4,131,559$99m0.11%Added+2,697,74313 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC2,176,436$52m0.20%Added+925,70113 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP1,848,179$44m0.06%Added+353,36217 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC1,765,840$42m0.15%Added+194,71617 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC1,268,912$30munder 0.1%Added+501,81017 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP988,800$24munder 0.1%Added+258,50017 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC767,683$18munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC753,300$18munder 0.1%Trimmed-110,30012 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP654,936$16munder 0.1%Added+270,37517 Feb 2026 (the filing on sec.gov)
Millennium Management LLC504,539$12munder 0.1%Trimmed-125,50117 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc444,481$11munder 0.1%Trimmed-5,26117 Feb 2026 (the filing on sec.gov)
Holocene Advisors LP274,503$6.6munder 0.1%Added+219,31717 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP159,730$3.8munder 0.1%Added+108,25817 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd140,340$3.4munder 0.1%Trimmed-7,84517 Feb 2026 (the filing on sec.gov)
Man Group PLC129,373$3.1munder 0.1%Added+65,48017 Feb 2026 (the filing on sec.gov)
GAMCO Investors Inc122,083$2.9munder 0.1%Trimmed-18,2005 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP92,400$2.2munder 0.1%Trimmed-70917 Feb 2026 (the filing on sec.gov)
Bridgewater Associates LP71,031$1.7munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.40,052$957kunder 0.1%Trimmed-312,87617 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC29,903$714kunder 0.1%Added+2,58127 Oct 2026 (the filing on sec.gov)
Fidelity (FMR LLC)28,317$677kunder 0.1%Trimmed-16,20617 Feb 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP21,410$511kunder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP16,822$402kunder 0.1%Trimmed-240,04517 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

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

New (3)

Exited (6)

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 →