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Security record

BEN

Franklin Resources, Inc. · Financial Services · Asset Management

35.03 +1.2% mkt cap $18.20B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
142Tracked holders
+2Δ holders
183.09MShares held
$6.09BReported value
+9New positions
−6Exits
Stable Conviction score 37/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +1.4% · share flow -5.3% · net new positions +2.1%formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 142 +2 183.09M $6.09B +9 −6
Q1 2026 142 +1 190.81M $4.51B +8 −8
Q4 2025 140 +1 203.50M $4.87B +2
Q3 2025 19 -2 120.93M $2.80B +1 −4
Q2 2025 19 +1 110.43M $2.64B +1
Q1 2025 15 +1 45.25M $877.93M +1
Q4 2024 14 -2 42.90M $876.94M −2
Q3 2024 15 0 19.88M $400.17M +1 −1
Q2 2024 15 19.19M $428.45M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 28.91M +0.5% $961.85M 0.0% ▲ Add 5 SEC ↗
2 BlackRock (passive) 28.91M +0.5% $961.85M 0.0% ▲ Add 5 SEC ↗
3 BlackRock (passive) 28.91M +0.5% $961.85M 0.0% ▲ Add 5 SEC ↗
4 BlackRock (passive) 28.91M +0.5% $961.85M 0.0% ▲ Add 5 SEC ↗
5 BlackRock (passive) 28.91M +0.5% $961.85M 0.0% ▲ Add 5 SEC ↗
6 BlackRock (passive) 28.91M +0.5% $961.85M 0.0% ▲ Add 5 SEC ↗
7 BlackRock (passive) 28.91M +0.5% $961.85M 0.0% ▲ Add 5 SEC ↗
8 BlackRock (passive) 28.91M +0.5% $961.85M 0.0% ▲ Add 5 SEC ↗
9 BlackRock (passive) 28.91M +0.5% $961.85M 0.0% ▲ Add 5 SEC ↗
10 BlackRock (passive) 28.91M +0.5% $961.85M 0.0% ▲ Add 5 SEC ↗
11 BlackRock (passive) 28.91M +0.5% $961.85M 0.0% ▲ Add 5 SEC ↗
12 BlackRock (passive) 28.91M +0.5% $961.85M 0.0% ▲ Add 5 SEC ↗
13 BlackRock (passive) 28.91M +0.5% $961.85M 0.0% ▲ Add 5 SEC ↗
14 BlackRock (passive) 28.91M +0.5% $961.85M 0.0% ▲ Add 5 SEC ↗
15 BlackRock (passive) 28.91M +0.5% $961.85M 0.0% ▲ Add 5 SEC ↗
16 BlackRock (passive) 28.91M +0.5% $961.85M 0.0% ▲ Add 5 SEC ↗
17 BlackRock (passive) 28.91M +0.5% $961.85M 0.0% ▲ Add 5 SEC ↗
18 BlackRock (passive) 28.91M +0.5% $961.85M 0.0% ▲ Add 5 SEC ↗
19 BlackRock (passive) 28.91M +0.5% $961.85M 0.0% ▲ Add 5 SEC ↗
20 BlackRock (passive) 28.91M +0.5% $961.85M 0.0% ▲ Add 5 SEC ↗
21 BlackRock (passive) 28.91M +0.5% $961.85M 0.0% ▲ Add 5 SEC ↗
22 Vanguard Capital Management Llc 20.14M +0.2% $669.91M 0.0% ▲ Add 2 SEC ↗
23 State Street Global Advisors (passive) 19.73M +0.6% $662.93M 0.0% ▲ Add 7 SEC ↗
24 Invesco Ltd. 12.09M -10.9% $402.28M 0.0% ▼ Trim 3 SEC ↗
25 Invesco Ltd. 12.09M -10.9% $402.28M 0.0% ▼ Trim 3 SEC ↗
26 Invesco Ltd. 12.09M -10.9% $402.28M 0.0% ▼ Trim 3 SEC ↗
27 Invesco Ltd. 12.09M -10.9% $402.28M 0.0% ▼ Trim 3 SEC ↗
28 Invesco Ltd. 12.09M -10.9% $402.28M 0.0% ▼ Trim 3 SEC ↗
29 Invesco Ltd. 12.09M -10.9% $402.28M 0.0% ▼ Trim 3 SEC ↗
30 Invesco Ltd. 12.09M -10.9% $402.28M 0.0% ▼ Trim 3 SEC ↗
31 Dimensional Fund Advisors Lp 10.22M -5.8% $340.18M 0.1% ▼ Trim 3 SEC ↗
32 Dimensional Fund Advisors Lp 10.22M -5.8% $340.18M 0.1% ▼ Trim 3 SEC ↗
33 Dimensional Fund Advisors Lp 10.22M -5.8% $340.18M 0.1% ▼ Trim 3 SEC ↗
34 Dimensional Fund Advisors Lp 10.22M -5.8% $340.18M 0.1% ▼ Trim 3 SEC ↗
35 Dimensional Fund Advisors Lp 10.22M -5.8% $340.18M 0.1% ▼ Trim 3 SEC ↗
36 Geode Capital Management (passive) 7.91M +1.3% $262.70M 0.0% ▲ Add 9 SEC ↗
37 Geode Capital Management (passive) 7.91M +1.3% $262.70M 0.0% ▲ Add 9 SEC ↗
38 Goldman Sachs Group 7.26M -2.5% $241.42M 0.0% ▼ Trim 4 SEC ↗
39 Goldman Sachs Group 7.26M -2.5% $241.42M 0.0% ▼ Trim 4 SEC ↗
40 Goldman Sachs Group 7.26M -2.5% $241.42M 0.0% ▼ Trim 4 SEC ↗
41 Goldman Sachs Group 7.26M -2.5% $241.42M 0.0% ▼ Trim 4 SEC ↗
42 ProShare Advisors LLC 6.02M -8.1% $200.36M 0.3% ▼ Trim 3 SEC ↗
43 Morgan Stanley 5.01M +2.0% $166.73M 0.0% ▲ Add 4 SEC ↗
44 Morgan Stanley 5.01M +2.0% $166.73M 0.0% ▲ Add 4 SEC ↗
45 Morgan Stanley 5.01M +2.0% $166.73M 0.0% ▲ Add 4 SEC ↗
46 Morgan Stanley 5.01M +2.0% $166.73M 0.0% ▲ Add 4 SEC ↗
47 Morgan Stanley 5.01M +2.0% $166.73M 0.0% ▲ Add 4 SEC ↗
48 Morgan Stanley 5.01M +2.0% $166.73M 0.0% ▲ Add 4 SEC ↗
49 Morgan Stanley 5.01M +2.0% $166.73M 0.0% ▲ Add 4 SEC ↗
50 Morgan Stanley 5.01M +2.0% $166.73M 0.0% ▲ Add 4 SEC ↗
51 Morgan Stanley 5.01M +2.0% $166.73M 0.0% ▲ Add 4 SEC ↗
52 Morgan Stanley 5.01M +2.0% $166.73M 0.0% ▲ Add 4 SEC ↗
53 Morgan Stanley 5.01M +2.0% $166.73M 0.0% ▲ Add 4 SEC ↗
54 Morgan Stanley 5.01M +2.0% $166.73M 0.0% ▲ Add 4 SEC ↗
55 Morgan Stanley 5.01M +2.0% $166.73M 0.0% ▲ Add 4 SEC ↗
56 Bank of New York Mellon Corp 4.59M +0.1% $152.69M 0.0% ▲ Add 3 SEC ↗
57 Bank of New York Mellon Corp 4.59M +0.1% $152.69M 0.0% ▲ Add 3 SEC ↗
58 Bank of New York Mellon Corp 4.59M +0.1% $152.69M 0.0% ▲ Add 3 SEC ↗
59 Bank of New York Mellon Corp 4.59M +0.1% $152.69M 0.0% ▲ Add 3 SEC ↗
60 Bank of New York Mellon Corp 4.59M +0.1% $152.69M 0.0% ▲ Add 3 SEC ↗
61 Bank of New York Mellon Corp 4.59M +0.1% $152.69M 0.0% ▲ Add 3 SEC ↗
62 Bank of New York Mellon Corp 4.59M +0.1% $152.69M 0.0% ▲ Add 3 SEC ↗
63 Bank of New York Mellon Corp 4.59M +0.1% $152.69M 0.0% ▲ Add 3 SEC ↗
64 Bank of New York Mellon Corp 4.59M +0.1% $152.69M 0.0% ▲ Add 3 SEC ↗
65 Bank of New York Mellon Corp 4.59M +0.1% $152.69M 0.0% ▲ Add 3 SEC ↗
66 Bank of New York Mellon Corp 4.59M +0.1% $152.69M 0.0% ▲ Add 3 SEC ↗
67 Bank of New York Mellon Corp 4.59M +0.1% $152.69M 0.0% ▲ Add 3 SEC ↗
68 Bank of New York Mellon Corp 4.59M +0.1% $152.69M 0.0% ▲ Add 3 SEC ↗
69 Bank of New York Mellon Corp 4.59M +0.1% $152.69M 0.0% ▲ Add 3 SEC ↗
70 Bank of New York Mellon Corp 4.59M +0.1% $152.69M 0.0% ▲ Add 3 SEC ↗
71 Bank of New York Mellon Corp 4.59M +0.1% $152.69M 0.0% ▲ Add 3 SEC ↗
72 Bank of New York Mellon Corp 4.59M +0.1% $152.69M 0.0% ▲ Add 3 SEC ↗
73 Bank of New York Mellon Corp 4.59M +0.1% $152.69M 0.0% ▲ Add 3 SEC ↗
74 Barclays Plc 4.04M +43.7% $134.50M 0.0% ▲ Add 3 SEC ↗
75 Barclays Plc 4.04M +43.7% $134.50M 0.0% ▲ Add 3 SEC ↗
76 Barclays Plc 4.04M +43.7% $134.50M 0.0% ▲ Add 3 SEC ↗
77 Barclays Plc 4.04M +43.7% $134.50M 0.0% ▲ Add 3 SEC ↗
78 Northern Trust Corp 3.55M -3.4% $117.95M 0.0% ▼ Trim 3 SEC ↗
79 Northern Trust Corp 3.55M -3.4% $117.95M 0.0% ▼ Trim 3 SEC ↗
80 Northern Trust Corp 3.55M -3.4% $117.95M 0.0% ▼ Trim 3 SEC ↗
81 Northern Trust Corp 3.55M -3.4% $117.95M 0.0% ▼ Trim 3 SEC ↗
82 Northern Trust Corp 3.55M -3.4% $117.95M 0.0% ▼ Trim 3 SEC ↗
83 Northern Trust Corp 3.55M -3.4% $117.95M 0.0% ▼ Trim 3 SEC ↗
84 Northern Trust Corp 3.55M -3.4% $117.95M 0.0% ▼ Trim 3 SEC ↗
85 Northern Trust Corp 3.55M -3.4% $117.95M 0.0% ▼ Trim 3 SEC ↗
86 Charles Schwab Investment… 3.24M +0.3% $107.86M 0.0% ▲ Add 3 SEC ↗
87 Charles Schwab Investment… 3.24M +0.3% $107.86M 0.0% ▲ Add 3 SEC ↗
88 Norges Bank (passive) 2.96M New $98.36M 0.0% New 1 SEC ↗
89 UBS Group AG 2.41M -1.3% $80.25M 0.0% ▼ Trim 3 SEC ↗
90 UBS Group AG 2.41M -1.3% $80.25M 0.0% ▼ Trim 3 SEC ↗
91 UBS Group AG 2.41M -1.3% $80.25M 0.0% ▼ Trim 3 SEC ↗
92 UBS Group AG 2.41M -1.3% $80.25M 0.0% ▼ Trim 3 SEC ↗
93 Balyasny Asset Management L.P. 2.25M +41.7% $74.85M 0.1% ▲ Add 3 SEC ↗
94 AQR Capital Management 2.13M +87.2% $70.96M 0.0% ▲ Add 9 SEC ↗
95 AQR Capital Management 2.13M +87.2% $70.96M 0.0% ▲ Add 9 SEC ↗
96 AQR Capital Management 2.13M +87.2% $70.96M 0.0% ▲ Add 9 SEC ↗
97 AQR Capital Management 2.13M +87.2% $70.96M 0.0% ▲ Add 9 SEC ↗
98 AQR Capital Management 2.13M +87.2% $70.96M 0.0% ▲ Add 9 SEC ↗
99 AQR Capital Management 2.13M +87.2% $70.96M 0.0% ▲ Add 9 SEC ↗
100 AQR Capital Management 2.13M +87.2% $70.96M 0.0% ▲ Add 9 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Norges Bank $98.36M 0.0%

Exited

Arrowstreet Capital $27.36M was 0.0%
Marshall Wace $17.88M was 0.0%
Korea Investment CORP $190,590 was 0.0%
Group One Trading Llc $180,268 was 0.0%
Walleye Trading LLC $174,079 was 0.0%
Storebrand Asset Management As $46,461 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 601 holders, 285.94M shares, $6.69B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API