| 4 | STATE STREET CORP | 19.7M | $662.9M | +0.6% | 3.798% | 0.01% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 13.7M | $457.0M | -0.8% | 2.643% | 0.02% |
| 6 | Invesco Ltd. | 12.1M | $402.3M | -10.9% | 2.327% | 0.03% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 10.2M | $340.2M | -5.9% | 1.968% | 0.06% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 7.9M | $262.7M | +1.3% | 1.522% | 0.01% |
| 9 | GOLDMAN SACHS GROUP INC | 7.3M | $241.4M | -2.5% | 1.396% | 0.02% |
| 10 | Azora Capital LP | 6.9M | $229.8M | +35.5% | 1.329% | 9.68% |
| 11 | ProShare Advisors LLC | 6.0M | $200.4M | -8.1% | 1.159% | 0.29% |
| 12 | Artemis Investment Management LLP | 5.3M | $176.7M | +8.8% | 1.022% | 1.57% |
| 13 | MORGAN STANLEY | 5.0M | $166.7M | +2.0% | 0.964% | 0.01% |
| 14 | Bank of New York Mellon Corp | 4.6M | $152.7M | +0.1% | 0.883% | 0.03% |
| 15 | BARCLAYS PLC | 4.0M | $134.5M | +43.7% | 0.778% | 0.03% |
| 16 | NORTHERN TRUST CORP | 3.5M | $118.0M | -3.4% | 0.682% | 0.01% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.2M | $107.9M | +0.3% | 0.624% | 0.01% |
| 18 | Verition Fund Management LLC | 3.0M | $99.2M | -1.4% | 0.574% | 0.25% |
| 19 | NORGES BANK | 3.0M | $98.4M | — | 0.569% | 0.01% |
| 20 | UBS Group AG | 2.4M | $80.3M | -1.3% | 0.464% | 0.01% |
| 21 | BALYASNY ASSET MANAGEMENT L.P. | 2.2M | $74.8M | +41.7% | 0.433% | 0.09% |
| 22 | AQR CAPITAL MANAGEMENT LLC | 2.1M | $71.0M | +87.2% | 0.410% | 0.02% |
| 23 | FIL Ltd | 1.9M | $62.2M | +3001.3% | 0.360% | 0.04% |
| 24 | Vest Financial, LLC | 1.8M | $59.3M | -12.3% | 0.343% | 0.62% |
| 25 | Holocene Advisors, LP | 1.8M | $58.7M | +98.0% | 0.339% | 0.13% |
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.
| 52.15% |
| +1.52 pp |
| $5.27B |
| 2.0% |
| Q4 2024 | 548 | +1.7% | 50.63% | +1.44 pp | $5.38B | +3.5% |
| Q3 2024 | 539 | — | 49.19% | — | $5.20B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
104 institutions opened new positions in BEN during Q2 2026, while 51 fully exited. 493 added to existing positions and 56 trimmed.
BEN institutional ownership fell by 1.77 percentage points quarter-over-quarter, with a net change of +62 holders.
The top 10 institutions account for 56.1% of all reported 13F value in BEN, and the top 25 account for 74.4%.
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