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Of the 13 tracked institutions holding BEN, 7 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +3.5pt. It's a gauge of who owns the name, not just how many.
Among the 13 tracked institutional investors we monitor, BEN (FRANKLIN RESOURCES INC) is held with a combined value of $2.37B across 99,579,337 shares. The largest holder is VANGUARD GROUP INC with a position worth $886.55M (0.01% of their portfolio). Point72 Asset Management, L.P. opened a new position in the most recent quarter. 3 funds increased their holdings. 9 funds reduced their position.
Total Institutional Value
$2.37B
Total Shares Held
99,579,337
Institutional Holders
13
% of Shares Outstanding
19.2%
of 519.64M shares · SEC 2026-04-22
Days to Cover
4.4-1.1%
20.45M shares short · FINRA 2026-07-15
Tracked 13F institutions hold 19.2% 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 2026-04-22), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
0
$0
1
$19.00M
Total Transactions
1
Last 12 months
| Date | Insider | Code | Type | Shares | Value |
|---|---|---|---|---|---|
| Jul 20, 2026 | FRANKLIN RESOURCES INC | S | Sale | 1,682,905 | $19.00M |
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $886.55M | 0.01% | -0.4% |
| 2 | BlackRock, Inc. | $679.48M | 0.01% | -3.2% |
| 3 | STATE STREET CORP | $469.64M | 0.02% | -5.5% |
| 4 | CITADEL ADVISORS LLC | $267.42M | 0.19% | +80.3% |
| 5 | AQR CAPITAL MANAGEMENT LLC | $26.33M | 0.01% | -10.2% |
| 6 | MILLENNIUM MANAGEMENT LLC | $10.94M | 0.00% | -15.0% |
| 7 | PRICE T ROWE ASSOCIATES INC /MD/ | $10.38M | 0.00% | -1.2% |
| 8 | Point72 Asset Management, L.P. | $5.86M | 0.01% | New |
| 9 | Grantham, Mayo, Van Otterloo & Co. LLC | $3.06M | 0.01% | -22.1% |
| 10 | Gotham Asset Management, LLC | $2.85M | 0.01% | -1.3% |
| 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, VANGUARD GROUP INC is the largest institutional holder of BEN with a position worth $886.55M, representing 0.01% of their portfolio. In total, 13 institutional investors hold BEN with a combined value of $2.37B.
In the most recent quarter, 1 fund opened a new position in BEN. Additionally, 3 increased their holdings and 9 reduced their positions.
Institutional investors hold $2.37B worth of BEN stock across 13 positions. The largest institutional holder is VANGUARD GROUP INC with $886.55M 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
$32.49
2026-07-24
YTD
+36.5%
85% of 52-week range
