BENFranklin Resources

$35.02

Who owns BEN

590 institutions reported holding BEN for 2026Q1, together 56% of the company, more than the 562 a quarter earlier.

590

Institutions reporting a position · as of 2026Q1 · up from 562 the quarter before

Shares held by institutions
287.8M

Shares held by institutions · 56% of the company · long US equity positions only, as reported on Form 13F

Reported value
$6.80B

Reported value · at 2026-03-31 prices, not today's

Top 5 holders
25%

Top 5 holders · of the whole company, between five filers

Details
Reporting quarter2026-03-31
2026Q1
Quarters on record
52
New positions
82
Positions exited
61
Added to
193
Reduced
185
Top 10 holdersof the company
34%
Institutional ownership by quarter, 2013Q2 to 2026Q1
QuarterFilersSharesReported value
2026Q1590287.8M$6.80B
2025Q4562275.4M$6.59B
2025Q3579268.3M$6.21B
2025Q2552283.6M$6.75B
2025Q1548282.7M$5.45B
2024Q4548274.4M$5.57B
2024Q3542265.8M$5.37B
2024Q2567255.5M$5.72B
2024Q1582263.0M$7.40B
2023Q4557218.0M$6.49B
2023Q3527221.3M$5.45B
2023Q2524233.5M$6.24B
2023Q1549234.6M$6.33B
2022Q4547237.9M$6.29B
2022Q3522228.9M$4.94B
2022Q2535225.9M$5.28B
Largest reported holders, 2026Q1
HolderShares% of companyValue
VANGUARD GROUP INC36.7M7.1%$867M
Power Corp of Canada31.6M6.1%$745M
BlackRock Inc.28.8M5.6%$679M
STATE STREET CORP19.6M3.8%$470M
Invesco Ltd.13.6M2.6%$320M
CITADEL ADVISORS LLC11.3M2.2%$267M
DIMENSIONAL FUND ADVISORS LP10.9M2.1%$256M
GEODE CAPITAL MANAGEMENT LLC7.8M1.5%$184M
GOLDMAN SACHS GROUP INC7.4M1.4%$176M
ProShare Advisors LLC6.6M1.3%$155M

SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.

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