Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in BEN held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Power Corp of Canada | 31.6M | $745.4M | 0.0% | 6.073% | 100.00% |
| 2 | BlackRock, Inc. | 28.8M | $679.5M | -3.2% | 5.536% | 0.01% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 20.1M | $474.5M | — | 3.866% | 0.01% |
| 4 | STATE STREET CORP | 19.6M | $469.6M | -5.5% | 3.774% | 0.02% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 13.8M | $327.0M | — | 2.664% | 0.02% |
| 6 | Invesco Ltd. | 13.6M | $320.4M | +34.0% | 2.610% | 0.05% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 10.9M | $256.5M | -0.2% | 2.090% | 0.05% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 7.8M | $184.1M | -3.2% | 1.503% | 0.01% |
| 9 | GOLDMAN SACHS GROUP INC | 7.4M | $175.8M | +31.8% | 1.432% | 0.02% |
| 10 | ProShare Advisors LLC | 6.6M | $154.9M | -7.4% | 1.262% | 0.23% |
| 11 | Azora Capital LP | 5.1M | $120.5M | -12.0% | 0.981% | 7.92% |
| 12 | MORGAN STANLEY | 4.9M | $116.1M | +13.9% | 0.946% | 0.01% |
| 13 | Artemis Investment Management LLP | 4.9M | $115.3M | +8629.2% | 0.939% | 1.22% |
| 14 | Bank of New York Mellon Corp | 4.6M | $108.3M | +22.7% | 0.882% | 0.02% |
| 15 | NORTHERN TRUST CORP | 3.7M | $86.7M | -6.0% | 0.706% | 0.01% |
| 16 | Kopernik Global Investors, LLC | 3.5M | $83.2M | +4.5% | 0.678% | 5.81% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.2M | $76.3M | +2.0% | 0.622% | 0.01% |
| 18 | Verition Fund Management LLC | 3.0M | $71.4M | +37.7% | 0.582% | 0.50% |
| 19 | BARCLAYS PLC | 2.8M | $66.5M | +70.6% | 0.541% | 0.03% |
| 20 | JUPITER ASSET MANAGEMENT LTD | 2.7M | $63.1M | +9336.0% | 0.515% | 0.34% |
| 21 | Squarepoint Ops LLC | 2.6M | $61.9M | -36.6% | 0.504% | 0.08% |
| 22 | UBS Group AG | 2.4M | $57.7M | +7.4% | 0.470% | 0.01% |
| 23 | Freestone Grove Partners LP | 2.1M | $50.7M | — | 0.413% | 0.37% |
| 24 | CBOE Vest Financial, LLC | 2.0M | $48.0M | -6.9% | 0.391% | 0.58% |
| 25 | BANK OF AMERICA CORP /DE/ | 2.0M | $46.4M | +37.3% | 0.378% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in BEN — a direct measure of their conviction.
Filings activity in BEN during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 594 | +4.8% | 38.64% | 0.37 pp | $6.45B | 1.0% |
| Q4 2025 | 567 | 1.0% | 39.01% | +2.08 pp | $6.51B | +5.6% |
| Q3 2025 | 573 | +3.6% | 36.93% | 2.87 pp | $6.17B | 7.2% |
| Q2 2025 | 553 | +0.5% | 39.80% | +8.21 pp | $6.65B | +26% |
| Q1 2025 | 550 | +0.4% | 31.59% | 0.63 pp | $5.27B | 2.0% |
| Q4 2024 | 548 | +1.7% | 32.22% | +1.09 pp | $5.38B | +3.5% |
| Q3 2024 | 539 | 4.6% | 31.13% | 7.78 pp | $5.20B | 20% |
| Q2 2024 | 565 | — | 38.91% | — | $6.50B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying BEN stock.
Based on Q1 2026 13F filings, institutional ownership of Franklin Resources, Inc. stands at 38.6%, held across 594 reporting institutions.
Power Corp of Canada is the largest reported institutional holder of BEN, with approximately 31,557,117 shares worth $0.75B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of BEN.
Our composite Smart Money Score for BEN is 38 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
95 institutions opened new positions in BEN during Q1 2026, while 68 fully exited. 191 added to existing positions and 302 trimmed.
BEN institutional ownership fell by 0.37 percentage points quarter-over-quarter, with a net change of +27 holders.
The top 10 institutions account for 58.7% of all reported 13F value in BEN, and the top 25 account for 76.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Franklin Resources, Inc. (BEN) Institutional Ownership