Free · no sign-up · Q2 2026

Which funds own BEN

Franklin Resources Inc in the Q2 2026 filings. At least 5 of the 91 current managers on file reported a position, worth $249m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 5; at least, of 91 current
Combined value: $249m; as reported
Opened: 2; new this quarter
Added to: 1; already held
Trimmed or sold out: 4; 2 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Verition Fund Management LLC Multi-strategy · $19.7bn book	$99m	0.5%	2,980,343	+$28m-42,084	Trimmed
Holocene Advisors LP Long/short equity · $44.4bn book	$59m	0.1%	1,763,754	+$38m+872,798	Added
Woodline Partners LP Long/short equity · $32.4bn book	$58m	0.2%	1,748,706	opened1,748,706	New
Freestone Grove Partners LP Multi-strategy · $15.6bn book	$33m	0.2%	975,933	-$18m-1,172,616	Trimmed
Polen Capital Management LLC Long-only · $11.6bn book	$500k	0.0%	13,760	opened13,760	New

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Arrowstreet Capital LP · Quantitative$27m held before
Marshall Wace LLP · Quantitative$18m held before

Ownership through time

At least 9 of the 95 managers whose filings are on file listed BEN in Q2 2026, against 18 in Q2 2013. 2 managers more than in Q1 2026: 2 started positions; 2 listed it again; 2 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Woodline Partners LP$58m
Polen Capital Management LLC$458k

Largest increases, by shares

Woodline Partners LPnew: 1,748,706 shares+$58m
Holocene Advisors LP890,956 to 1,763,754 shares+$29m
Balyasny Asset Management LLC1,587,762 to 2,249,669 shares+$22m
Polen Capital Management LLCnew: 13,760 shares+$458k

Largest decreases, by shares

Freestone Grove Partners LP2,148,549 to 975,933 shares-$39m
Verition Fund Management LLC3,022,427 to 2,980,343 shares-$1.4m
GAMCO Investors Inc101,883 to 100,258 shares-$54k

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Invesco Ltd	Q2 2021	$402m	$402m
Verition Fund Management LLC	Q2 2013	$99m	$99m
Balyasny Asset Management LLC	Q2 2013	$75m	$75m
Holocene Advisors LP	Q4 2017	$59m	$59m
Woodline Partners LP	Q2 2026	$58m	$58m
Point72 Asset Management LP	Q2 2026	$45m	$45m
Freestone Grove Partners LP	Q1 2025	$51m	$32m
GAMCO Investors Inc	Q1 2021	$6.5m	$3.3m
Polen Capital Management LLC	Q2 2026	$458k	$458k
MFS Investment Management	Q2 2013	$2.1bn	last listed Q4 2018
Harris Associates LP	Q2 2013	$1.7bn	last listed Q1 2016
T. Rowe Price Associates Inc	Q2 2013	$1.0bn	last listed Q1 2020
Capital Research Global Investors	Q4 2020	$794m	last listed Q2 2024
Southeastern Asset Management Inc	Q3 2014	$485m	last listed Q2 2018
Fidelity (FMR LLC)	Q1 2016	$344m	last listed Q1 2016
Citadel Advisors LLC	Q1 2017	$267m	last listed Q1 2026
AQR Capital Management LLC	Q2 2013	$163m	last listed Q4 2024
Squarepoint Ops LLC	Q4 2014	$99m	last listed Q1 2026
Marshall Wace LLP	Q1 2014	$88m	last listed Q1 2025

What BEN is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around BEN →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

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