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Smart Money Score
Composite context from Form 4, 13F and congressional disclosures; not a forecast.
Of the 14 tracked institutions holding BEN, 7 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +3.4pt. It's a gauge of who owns the name, not just how many.
Among the 14 tracked institutional investors we monitor, BEN (FRANKLIN RESOURCES INC) is held with a combined value of $2.71B across 91,926,677 shares. The largest holder is BlackRock, Inc. with a position worth $961.85M (0.01% of their portfolio). 5 funds increased their holdings. 9 funds reduced their position.
Total Institutional Value
$2.71B
Total Shares Held
91,926,677
Institutional Holders
14
% of Shares Outstanding
18.1%
of 508.08M shares · SEC 2026-07-22
Days to Cover
3.9-25.4%
15.27M shares short · FINRA 2026-08-14
Tracked 13F institutions hold 18.1% of BEN's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-07-22), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $961.85M | 0.01% | +0.5% |
| 2 | VANGUARD GROUP INC | $886.55M | 0.01% | -0.4% |
| 3 | STATE STREET CORP | $662.93M | 0.02% | +0.6% |
| 4 | AQR CAPITAL MANAGEMENT LLC | $70.96M | 0.02% | +87.2% |
| 5 | Point72 Asset Management, L.P. | $44.68M | 0.07% | +441.3% |
| 6 | CITADEL ADVISORS LLC | $30.29M | 0.02% | -92.0% |
| 7 | TWO SIGMA ADVISERS, LP | $23.62M | 0.05% | +35.4% |
| 8 | PRICE T ROWE ASSOCIATES INC /MD/ | $14.52M | 0.00% | -0.7% |
| 9 | Gotham Asset Management, LLC | $3.89M | 0.01% | -3.0% |
| 10 | Grantham, Mayo, Van Otterloo & Co. LLC | $2.69M | 0.01% | -37.7% |
SEC Schedule 13D (activist) and 13G (passive) filings for BEN. Filed when an investor acquires 5%+ ownership.
| Member | Type | Date |
|---|---|---|
| Alan Armstrong | Buy | Mar 27, 2026 |
| Thomas H. Jr. Kean | Sell | Sep 3, 2025 |
| Thomas H. Jr. Kean | Sell | Apr 28, 2025 |
| Thomas H. Jr. Kean | Sell |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of BEN with a position worth $961.85M, representing 0.01% of their portfolio. In total, 14 institutional investors hold BEN with a combined value of $2.71B.
Institutional investors hold $2.71B worth of BEN stock across 14 positions. The largest institutional holder is BlackRock, Inc. with $961.85M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For BEN, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their BEN positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Dec 16, 2024 |
Last Close
$34.12
2026-09-09
YTD
+43.4%
89% of 52-week range
