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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

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BEN

BEN 13F Institutional Holders

Franklin Resources INC

+$464.5M

Net Activity

Data as of: 2026-03-31

Institutions Holding

606

Popularity Rank

#881

Avg Weight

0.27%

Total Value

$6.8B

Ownership Trend

606 institutions currently hold BEN, with 297 net buyers and 254 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

254

Net Buying Institutions

297

Key Holders

Key Holders

Top 5 by Value

PC
Power Corp of Canada
$745.4M
BI
BlackRock, Inc.
$679.5M
VC
Vanguard Capital Management LLC
$474.5M
SS
State Street CORP
$469.6M
VP
Vanguard Portfolio Management LLC
$327.0M

Top 5 by Conviction

PC
Power Corp of Canada
100.00%
AC
Azora Capital LP
7.92%
KG
Kopernik Global Investors, LLC
5.81%
KH
Kettle Hill Capital Management, LLC
5.52%
GF
Gallagher Fiduciary Advisors, LLC
1.29%
View all 606 holding institutions

Across its top 20 institutional holders, BEN's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 13/100, avg. turnover score 29/100).

Quarterly Activity

Recent Activity

+$2.4B

Total Buy Value

$3.3B

Total Sell Value

New buy83
Trim202
Add214
Sold out52

297

Net Buyers

254

Net Sellers

Game Theory Scenarios

Bullish— Smart Money Convergence

Institutional accumulation signals bullish trend

Signal Basis

Institutional net value change of $464.5M with more buyers (297) than sellers (254) indicates accumulation in Q1 2026; insider data is absent, so the verdict is based solely on institutional flows.

Confirmation

Continued institutional buying in the coming quarters would confirm sustained confidence.

Invalidation Risk

A shift to net institutional selling or the emergence of insider selling would invalidate this outlook.

Compiled by AI directly from institutional holders' regulatory filings on SEC EDGAR; describes past institutional behavior only. Not a substitute for independent investment research.

See the institutional 13F filings behind this signal

Smart Money Convergence

BEN does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/BEN

Insider Trading (Form 4)

12-Month Buy/Sell Activity

Mar 25
BuySell
ActionInsiderTitleDateValue
BuyJOHNSON CHARLES BInsider2025-11-20$1.06M
BuyJOHNSON CHARLES BInsider2025-11-18$1.07M
BuyJOHNSON CHARLES BInsider2025-04-04$7K
SellJOHNSON CHARLES BInsider2025-04-04$7K
BuyJOHNSON CHARLES BInsider2025-03-04$1.96M
View all insider trades →

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-23
2026-07-23

Franklin Resources (BEN) disclosed in an 8-K that it granted one-time special retention equity awards worth about $15 million each to its CEO, two Co-Presidents, and the CFO/COO, and also allocated carried interest incentives tied to private asset fund performance to the CEO and Executive Chairman. The awards, split 50/50 between performance-based PSUs and time-based RSUs, are structured to retain key leadership for at least five years and align with long-term shareholder value.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

354613101, 35352P104

FAQ

Who are the top institutional investors holding FRANKLIN RESOURCES INC (BEN)?
Major stakeholders currently include Power Corp of Canada ($745.4M), BlackRock, Inc. ($679.5M), Vanguard Capital Management LLC ($474.5M). Based on the latest 13F filings, there are a total of 606 tracked investment funds and institutions maintaining positions in BEN.
What is the overall institutional sentiment toward BEN recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $464.5M, driven by 297 managers accumulating shares while 254 reduced their exposure.
Which institutions have been selling or reducing their BEN positions?
In the latest period, 202 funds trimmed their holdings, and 52 managers completely exited their positions. The aggregate reported sell value was $3.3B.
Are there any notable investors adding BEN to their portfolios?
Yes, buying activity remains notable. 83 institutions opened new positions in {ticker}, and 214 existing holders added to their shares. The total reported buy value for the quarter amounted to $2.4B.

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