InvestorLens

BEN — FRANKLIN RESOURCES INC

Public company

Sign in to save5 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying BEN?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
67
Institutional Conviction
Mixed · 2 buying vs 1 selling last quarter
47
Macro Tailwind
Macro conditions are mixed for this sector
56
Congressional Activity
1 congressional purchase, 0 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 3 tracked investors who changed their BEN position last quarter, 2 bought and 1 sold (67% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime). 1 congressional purchase, 0 sales disclosed in the last 6 months.

Supporting evidence
  • +2 tracked investors added or increased positions last quarter (Steve Cohen, Paul Tudor Jones)
  • +5 tracked investors reported holding BEN at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −1 tracked investor reduced or exited last quarter (1 reduced, 0 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About FRANKLIN RESOURCES INC (BEN)

FRANKLIN RESOURCES INC (BEN) appears in the most recent 13F filings of 5 tracked institutional investors. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $275M. Across recent filings, tracked investors recorded 6 new positions, 6 increased, 5 reduced, and 3 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in BEN

60
/100
Institutional Accumulation
Added / Increased12
Reduced5
Exited3
BearishBullish
Crowded Trade Score™

How many top investors track BEN

33
/100
Emerging Interest
5investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

BEN Ownership Composition

How FRANKLIN RESOURCES INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
97% of tracked value
Institutions
5
tracked investors
Total Reported
$91.3M
combined 13F value
Types2
  • Multi-Strategy / Quant96.7%
  • Macro3.3%
Multi-Strategy / Quant(3)
96.7%
Macro(2)
3.3%

Tracked investors currently reporting BEN

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    1.2M
    Value
    $39.3M
    % Portfolio
    0.00%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    1.4M
    Value
    $47.3M
    % Portfolio
    0.05%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    50.3K
    Value
    $1.7M
    % Portfolio
    0.00%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    79.2K
    Value
    $2.6M
    % Portfolio
    0.00%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    11.8K
    Value
    $394K
    % Portfolio
    0.00%

Recent activity

Frequently asked questions

How many institutional investors hold BEN?
5 tracked institutional investors disclosed a position in BEN (FRANKLIN RESOURCES INC) in their most recent 13F filing.
Who is the largest institutional holder of BEN?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in BEN, valued at $275M.
Did institutional ownership of BEN increase or decrease?
Across recent 13F filings, tracked investors recorded 6 new positions, 6 increased, 5 reduced, and 3 fully exited BEN.
Where does this BEN ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.