BENFranklin Resources
Franklin Templeton, Inc., formerly named Franklin Resources, Inc. (“Franklin”), is a holding company with subsidiaries operating under our Franklin Templeton® and/or subsidiary brand names. 10-K, Item 1
- Employees
- 9,900
- Headquarters
- San Mateo, CA
- CEO
- Jennifer M. Johnson
- Next results
- around Jan 29, 2027
Who owns BEN
53% of the shares are held by institutions that file 13Fs; the rest by everyone else.
13F filings are quarterly and up to 45 days old. Insider trades: Form 4 rows coded P (bought) and S (sold) at a price, not grants or plan exercises.
Institutional ownership 13F data can be up to 45 days old
Every 13F-HR filed for the quarter ending Jun 30, 2026, from SEC's Form 13F data sets. A 13F lists the long positions of managers with more than $100M in US stocks. Two managers can report the same shares, so totals can count some shares twice.
| Holder | Shares | Value | % of company | From Mar 31, 2026 |
|---|---|---|---|---|
| BlackRock, Inc. | 28.91M | $961.8M | 5.66% | Held |
| Power Corp of Canada | 25.34M | $843.1M | 4.96% | Reduced -19.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | 20.14M | $669.9M | 3.94% | Held |
| STATE STREET CORP | 19.73M | $662.9M | 3.86% | Added +0.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 13.74M | $457.0M | 2.69% | Reduced -0.8% |
| Invesco Ltd. | 12.09M | $402.3M | 2.37% | Reduced -10.9% |
| DIMENSIONAL FUND ADVISORS LP | 10.22M | $340.2M | 2.00% | Reduced -5.9% |
| GEODE CAPITAL MANAGEMENT, LLC | 7.91M | $262.7M | 1.55% | Added +1.3% |
| GOLDMAN SACHS GROUP INC | 7.26M | $241.4M | 1.42% | Reduced -2.5% |
| Azora Capital LP | 6.91M | $229.8M | 1.35% | Added +35.5% |
| ProShare Advisors LLC | 6.02M | $200.4M | 1.18% | Reduced -8.1% |
| Artemis Investment Management LLP | 5.31M | $176.7M | 1.04% | Added +8.8% |
| MORGAN STANLEY | 5.01M | $166.7M | 0.98% | Added +2.0% |
| Bank of New York Mellon Corp | 4.59M | $152.7M | 0.90% | Held |
| BARCLAYS PLC | 4.04M | $134.5M | 0.79% | Added +43.7% |
| NORTHERN TRUST CORP | 3.55M | $118.0M | 0.69% | Reduced -3.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.24M | $107.9M | 0.63% | Held |
| Verition Fund Management LLC | 2.98M | $99.2M | 0.58% | Reduced -1.4% |
| NORGES BANK | 2.96M | $98.4M | 0.58% | New |
| UBS Group AG | 2.41M | $80.3M | 0.47% | Reduced -1.3% |
| Balyasny Asset Management L.P. | 2.25M | $74.8M | 0.44% | Added +41.7% |
| AQR CAPITAL MANAGEMENT LLC | 2.13M | $71.0M | 0.42% | Added +87.2% |
| FIL Ltd | 1.87M | $62.2M | 0.37% | Added ×31 |
| Vest Financial, LLC | 1.78M | $59.3M | 0.35% | Reduced -12.3% |
| Holocene Advisors, LP | 1.76M | $58.7M | 0.35% | Added +98.0% |
Bought the most shares
- NORGES BANK +2.96M, new
- FIL Ltd +1.81M
- Azora Capital LP +1.81M
- Woodline Partners LP +1.75M, new
- BARCLAYS PLC +1.23M
- Point72 Asset Management, L.P. +1.09M
- AQR CAPITAL MANAGEMENT LLC +994K
- Holocene Advisors, LP +873K
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND +797K
- Balyasny Asset Management L.P. +662K
Sold the most shares
- CITADEL ADVISORS LLC -10.41M
- Power Corp of Canada -6.22M
- JUPITER ASSET MANAGEMENT LTD -2.66M
- Squarepoint Ops LLC -2.29M
- Kopernik Global Investors, LLC -2.20M
- Invesco Ltd. -1.47M
- Freestone Grove Partners LP -1.17M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP -1.16M, sold out
- KETTLE HILL CAPITAL MANAGEMENT, LLC -933K, sold out
- JPMORGAN CHASE & CO -814K
Superinvestors holding BEN 13F data can be up to 45 days old
From the latest 13F-HR of each of the investors followed on Investors. A 13F shows holdings at the end of a quarter and is filed up to 45 days later.
| Investor | Quarter | Shares | Value | % of portfolio | Last quarter |
|---|---|---|---|---|---|
| Polen Capital Polen Capital Management | Jun 30, 2026 | 14K | $458K | 0.00% | New |
13D filings: owners of more than 5% who may push for change
No Schedule 13D about BEN in the last year.
Work on BEN in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/BEN/export.csv") into a cell.