BEN
Franklin Resources, Inc. · Financial Services · Asset Management
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +3.6% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 7.33M | +6.1% | $147.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 7.33M | +6.1% | $147.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | AQR Capital Management ✦ | 3.52M | +43.6% | $70.90M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | AQR Capital Management ✦ | 3.52M | +43.6% | $70.90M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 3.52M | +43.6% | $70.90M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 3.52M | +43.6% | $70.90M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Norges Bank ✦ (passive) | 2.78M | +33.4% | $55.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Millennium Management ✦ | 1.87M | +15.5% | $37.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Two Sigma Investments ✦ | 1.26M | +114.9% | $25.42M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 992.89K | +102.3% | $20.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 992.89K | +102.3% | $20.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Marshall Wace ✦ | 465.37K | -66.9% | $9.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 429.86K | +0.6% | $8.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 429.86K | +0.6% | $8.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Arrowstreet Capital ✦ | 337.66K | -29.8% | $6.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Adage Capital Partners ✦ | 265.90K | +7.4% | $5.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | D. E. Shaw & Co. ✦ | 265.03K | -79.0% | $5.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Renaissance Technologies ✦ | 135.80K | New | $2.74M | 0.0% | New | 1 | SEC ↗ |
| 19 | Gotham Asset Management ✦ | 125.10K | -9.8% | $2.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | GAMCO Investors ✦ | 69.70K | +8.4% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Wellington Management ✦ | 29.67K | +71.2% | $597,790 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wellington Management ✦ | 29.67K | +71.2% | $597,790 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Wellington Management ✦ | 29.67K | +71.2% | $597,790 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $2.74M | 0.0% |
Exited
| Fairfax Financial | $22.38M | was 1.9% |
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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.