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Security record · archived quarter

BEN

Franklin Resources, Inc. · Financial Services · Asset Management

30.71 -0.9% mkt cap $15.60B quote delayed (FMP) · as of Oct 19 22:09 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
140Tracked holders
+1Δ holders
203.50MShares held
$4.87BReported value
+2New positions
−0Exits
Stable Conviction score 49/100 6 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +0.7% · share flow -0.9% · net new positions +1.4% · formula
Ownership fragmentation: more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 2 0 126.77K $3.84M n/a n/a
Q2 2026 140 +2 182.31M $6.07B +9 −8
Q1 2026 142 +1 190.81M $4.51B +8 −8
Q4 2025 140 +1 203.50M $4.87B +2 n/a
Q3 2025 19 -2 120.93M $2.80B +1 −4
Q2 2025 19 +1 110.43M $2.64B +1 n/a
Q1 2025 15 +1 45.25M $877.93M +1 n/a
Q4 2024 14 -2 42.90M $876.94M n/a −2
Q3 2024 15 0 19.88M $400.17M +1 −1
Q2 2024 15 n/a 19.19M $428.45M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group ✦ (passive) 37.11M -0.4% $886.55M 0.0% ▼ Trim 3 SEC ↗ ×5
2 BlackRock ✦ (passive) 29.71M +4.8% $709.80M 0.0% ▲ Add 3 SEC ↗ ×22
3 State Street Global Advisors ✦ (passive) 20.74M -0.7% $502.34M 0.0% ▼ Trim 5 SEC ↗
4 Dimensional Fund Advisors Lp 10.88M n/a $259.99M 0.1% n/c 1 SEC ↗ ×5
5 Invesco Ltd. 10.12M n/a $241.84M 0.0% n/c 1 SEC ↗ ×12
6 Geode Capital Management ✦ (passive) 8.07M +3.5% $192.77M 0.0% ▲ Add 7 SEC ↗ ×2
7 ProShare Advisors LLC 7.08M n/a $169.22M 0.3% n/c 1 SEC ↗
8 Citadel Advisors ✦ 6.28M +43.3% $150.03M 0.1% ▲ Add 7 SEC ↗ ×2
9 Goldman Sachs Group ✦ 5.65M -15.1% $134.87M 0.0% ▼ Trim 2 SEC ↗ ×3
10 Morgan Stanley ✦ 4.31M -30.6% $103.08M 0.0% ▼ Trim 2 SEC ↗ ×12
11 Squarepoint Ops LLC 4.13M n/a $98.70M 0.2% n/c 1 SEC ↗
12 Norges Bank ✦ (passive) 4.11M New $98.17M 0.0% New 1 SEC ↗
13 Northern Trust Corp 3.90M n/a $93.27M 0.0% n/c 1 SEC ↗ ×7
14 Bank of New York Mellon Corp 3.74M n/a $89.28M 0.0% n/c 1 SEC ↗ ×16
15 Charles Schwab Investment… 3.17M n/a $75.68M 0.0% n/c 1 SEC ↗
16 Hsbc Holdings Plc 2.24M n/a $53.64M 0.0% n/c 1 SEC ↗ ×14
17 UBS Group AG 2.04M n/a $48.68M 0.0% n/c 1 SEC ↗ ×4
18 First Trust Advisors Lp 1.96M n/a $46.73M 0.0% n/c 1 SEC ↗
19 Two Sigma Investments ✦ 1.85M +23.6% $44.15M 0.1% ▲ Add 7 SEC ↗
20 JPMorgan Chase ✦ 1.69M -59.9% $40.27M 0.0% ▼ Trim 2 SEC ↗ ×13
21 Barclays Plc 1.65M n/a $39.41M 0.0% n/c 1 SEC ↗ ×2
22 Nomura Asset Management Co Ltd 1.62M n/a $38.81M 0.1% n/c 1 SEC ↗
23 Bank Of America Corp /De/ 1.43M n/a $34.19M 0.0% n/c 1 SEC ↗ ×6
24 AQR Capital Management ✦ 1.27M +65.4% $30.31M 0.0% ▲ Add 7 SEC ↗ ×6
25 Victory Capital Management Inc 1.24M n/a $29.73M 0.0% n/c 1 SEC ↗
26 UBS AM, a distinct business unit of… 1.21M n/a $29.00M 0.0% n/c 1 SEC ↗ ×10
27 Allianz Asset Management GmbH 1.20M n/a $28.76M 0.0% n/c 1 SEC ↗
28 Deutsche Bank Ag\ 1.16M n/a $27.63M 0.0% n/c 1 SEC ↗ ×6
29 Legal & General Group Plc 1.06M n/a $25.29M 0.0% n/c 1 SEC ↗ ×3
30 Prudential Financial Inc 1.02M n/a $24.47M 0.0% n/c 1 SEC ↗ ×2
31 Nuveen, LLC 975.91K n/a $23.31M 0.0% n/c 1 SEC ↗ ×3
32 Connor, Clark & Lunn Investment… 818.75K n/a $19.56M 0.1% n/c 1 SEC ↗
33 Franklin Resources Inc 791.77K n/a $18.92M 0.0% n/c 1 SEC ↗ ×9
34 Quantinno Capital Management LP 790.45K n/a $18.88M 0.0% n/c 1 SEC ↗
35 Royal Bank Of Canada 768.59K n/a $18.36M 0.0% n/c 1 SEC ↗ ×9
36 Balyasny Asset Management L.P. 767.68K n/a $18.34M 0.0% n/c 1 SEC ↗
37 Renaissance Technologies ✦ 753.30K -12.8% $18.00M 0.0% ▼ Trim 6 SEC ↗
38 Alliancebernstein L.P. 654.94K n/a $15.65M 0.0% n/c 1 SEC ↗
39 Amundi 626.14K n/a $14.96M 0.0% n/c 1 SEC ↗ ×2
40 Rhumbline Advisers 614.45K n/a $14.68M 0.0% n/c 1 SEC ↗
41 California Public Employees… 585.60K n/a $13.99M 0.0% n/c 1 SEC ↗
42 Swiss National Bank 563.00K n/a $13.45M 0.0% n/c 1 SEC ↗
43 Mitsubishi UFJ Asset Management… 543.80K n/a $12.94M 0.0% n/c 1 SEC ↗
44 Millennium Management ✦ 504.54K -19.9% $12.05M 0.0% ▼ Trim 7 SEC ↗
45 Commonwealth Equity Services, Llc 468.03K n/a $11.18M 0.0% n/c 1 SEC ↗
46 Bnp Paribas Financial Markets 447.07K n/a $10.68M 0.0% n/c 1 SEC ↗
47 T. Rowe Price ✦ 444.48K -1.2% $10.62M 0.0% ▼ Trim 7 SEC ↗
48 LPL Financial LLC 378.93K n/a $9.05M 0.0% n/c 1 SEC ↗
49 Ameriprise Financial Inc 351.92K n/a $8.42M 0.0% n/c 1 SEC ↗ ×2
50 Principal Financial Group Inc 350.54K n/a $8.37M 0.0% n/c 1 SEC ↗ ×2
51 State Of Wisconsin Investment Board 332.97K n/a $7.95M 0.0% n/c 1 SEC ↗
52 Bank Of Nova Scotia 309.46K n/a $7.39M 0.0% n/c 1 SEC ↗
53 Citigroup Inc 305.55K n/a $7.30M 0.0% n/c 1 SEC ↗ ×4
54 Raymond James Financial Inc 299.46K n/a $7.15M 0.0% n/c 1 SEC ↗ ×2
55 Sumitomo Mitsui Trust Group, Inc. 297.20K n/a $7.10M 0.0% n/c 1 SEC ↗
56 State Board Of Administration Of… 281.05K n/a $6.71M 0.0% n/c 1 SEC ↗
57 Holocene Advisors, LP 274.50K n/a $6.56M 0.0% n/c 1 SEC ↗
58 California State Teachers… 270.78K n/a $6.47M 0.0% n/c 1 SEC ↗
59 Focus Partners Wealth 247.60K n/a $5.92M 0.0% n/c 1 SEC ↗
60 Wells Fargo & Company/Mn 236.51K n/a $5.65M 0.0% n/c 1 SEC ↗ ×4
61 Russell Investments Group, Ltd. 235.04K n/a $5.62M 0.0% n/c 1 SEC ↗ ×8
62 Manufacturers Life Insurance… 232.10K n/a $5.54M 0.0% n/c 1 SEC ↗
63 Caisse De Depot Et Placement Du… 231.20K n/a $5.52M 0.0% n/c 1 SEC ↗
64 Mercer Global Advisors Inc /Adv 225.48K n/a $5.39M 0.0% n/c 1 SEC ↗
65 Stifel Financial Corp 223.83K n/a $5.35M 0.0% n/c 1 SEC ↗ ×4
66 Royal London Asset Management Ltd 219.65K n/a $5.25M 0.0% n/c 1 SEC ↗
67 Bank Of Montreal /Can/ 216.47K n/a $5.17M 0.0% n/c 1 SEC ↗ ×6
68 Aberdeen Group plc 212.86K n/a $5.09M 0.0% n/c 1 SEC ↗ ×2
69 Envestnet Asset Management Inc 210.54K n/a $5.03M 0.0% n/c 1 SEC ↗
70 MIRAE ASSET GLOBAL ETFS HOLDINGS… 191.41K n/a $4.57M 0.0% n/c 1 SEC ↗ ×2
71 Creative Planning 190.18K n/a $4.54M 0.0% n/c 1 SEC ↗ ×2
72 New York State Common Retirement… 181.53K n/a $4.34M 0.0% n/c 1 SEC ↗
73 Cerity Partners LLC 176.49K n/a $4.22M 0.0% n/c 1 SEC ↗ ×3
74 Pnc Financial Services Group, Inc. 169.61K n/a $4.05M 0.0% n/c 1 SEC ↗ ×8
75 Robeco Institutional Asset… 167.84K n/a $4.01M 0.0% n/c 1 SEC ↗
76 Adage Capital Partners ✦ 167.50K -30.4% $4.00M 0.0% ▼ Trim 2 SEC ↗
77 Grantham, Mayo, Van Otterloo & Co.… 166.50K n/a $3.98M 0.0% n/c 1 SEC ↗
78 Mackenzie Financial Corp 162.44K n/a $3.87M 0.0% n/c 1 SEC ↗
79 Sei Investments Co 160.57K n/a $3.84M 0.0% n/c 1 SEC ↗ ×3
80 Susquehanna International Group, Llp 159.73K n/a $3.82M 0.0% n/c 1 SEC ↗
81 Chevy Chase Trust Holdings, LLC 155.93K n/a $3.73M 0.0% n/c 1 SEC ↗ ×2
82 Cetera Investment Advisers 151.63K n/a $3.62M 0.0% n/c 1 SEC ↗
83 Janus Henderson Group Plc 140.34K n/a $3.35M 0.0% n/c 1 SEC ↗
84 Man Group plc 129.37K n/a $3.09M 0.0% n/c 1 SEC ↗
85 Gotham Asset Management ✦ 122.24K -0.5% $2.92M 0.0% ▼ Trim 7 SEC ↗
86 GAMCO Investors ✦ 122.08K -13.0% $2.92M 0.0% ▼ Trim 7 SEC ↗
87 HighTower Advisors, LLC 121.12K n/a $2.89M 0.0% n/c 1 SEC ↗
88 American Century Companies Inc 108.59K n/a $2.59M 0.0% n/c 1 SEC ↗
89 National Bank Of Canada /Fi/ 102.01K n/a $2.44M 0.0% n/c 1 SEC ↗ ×3
90 Mirae Asset Global Investments Co.… 96.63K n/a $2.31M 0.0% n/c 1 SEC ↗ ×2
91 Tidal Investments LLC 92.43K n/a $2.21M 0.0% n/c 1 SEC ↗
92 Wellington Management ✦ 92.40K -0.8% $2.21M 0.0% ▼ Trim 7 SEC ↗ ×2
93 Zurcher Kantonalbank (Zurich… 91.73K n/a $2.19M 0.0% n/c 1 SEC ↗
94 Canada Pension Plan Investment Board 90.40K n/a $2.16M 0.0% n/c 1 SEC ↗
95 Toronto Dominion Bank 85.12K n/a $2.03M 0.0% n/c 1 SEC ↗ ×3
96 CIBC Asset Management Inc 74.82K n/a $1.79M 0.0% n/c 1 SEC ↗
97 Bridgewater Associates ✦ 71.03K New $1.70M 0.0% New 1 SEC ↗
98 Ensign Peak Advisors, Inc 69.58K n/a $1.66M 0.0% n/c 1 SEC ↗
99 Voya Investment Management Llc 60.56K n/a $1.45M 0.0% n/c 1 SEC ↗ ×2
100 Corient Private Wealth LP 59.89K n/a $1.43M 0.0% n/c 1 SEC ↗ ×3

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

New buyers

Norges Bank $98.17M 0.0%
Bridgewater Associates $1.70M 0.0%

Exited

No tracked exits this quarter.

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.

Beneficial ownership
Aug 13 SC 13G/A: Power Corp of Canada

View original SEC filing ↗

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: Q4 2025 · Methodology · Get this via the API