Ticker · CUSIP 354613101

BEN

FRANKLIN RESOURCES INC

Financial Services·Asset Management

···Share

Holders (tracked)

Combined shares

16,141,733

Combined value

$385.63M

Last close

$27.27

Quarter

2025Q4

Price is +14.1% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$27.27+10.61 (+63.72%)H $27.75 · L $16.41 · Avg Vol 4.6M

Congress sell

Tracked holders · last 8 quarters

+4 vs previous quarter over the last 8.

SEC event timeline

26 events

Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+9,200 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) added2026-02-17
+1,897,692 shares · 2025Q4
Position
D.E. Shaw & Co. trimmed2026-02-17
−312,876 shares · 2025Q4
Position
AQR Capital Management added2026-02-17
+501,810 shares · 2025Q4
Position
Two Sigma Investments added2026-02-17
+353,362 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) trimmed2026-02-17
−125,501 shares · 2025Q4
Position
T. Rowe Price trimmed2026-02-17
−5,261 shares · 2025Q4
Position
Wellington Management trimmed2026-02-17
−709 shares · 2025Q4
Position
Jeremy Grantham (GMO) added2026-02-17
+65,928 shares · 2025Q4
Position
Ray Dalio (Bridgewater Associates) opened position2026-02-13
+71,031 shares · 2025Q4
Position
Renaissance Technologies trimmed2026-02-12
−110,300 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+4,109,155 shares · 2025Q4
Position
Mario Gabelli (GAMCO) trimmed2026-02-05
−18,200 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) exited2025-12-09
−110,097 shares · 2025Q3
Position
D.E. Shaw & Co. added2025-11-14
+223,336 shares · 2025Q3
Position
AQR Capital Management added2025-11-14
+297,753 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) added2025-11-14
+193,426 shares · 2025Q3
Position
Steve Cohen (Point72) exited2025-11-14
−793,720 shares · 2025Q3
Position
Two Sigma Investments added2025-11-14
+936,105 shares · 2025Q3
Position
T. Rowe Price added2025-11-14
+1,207 shares · 2025Q3
Position
Wellington Management trimmed2025-11-14
−48,588 shares · 2025Q3
Position
Renaissance Technologies added2025-11-13
+670,400 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-13
−2,541,624 shares · 2025Q3
Position
Jeremy Grantham (GMO) trimmed2025-11-13
−617,143 shares · 2025Q3
Position
Norges Bank (Norway SWF) added2025-11-12
+694,827 shares · 2024Q3
Position
Mario Gabelli (GAMCO) trimmed2025-11-12
−9,025 shares · 2025Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for BEN →

Follow-the-investor returns

If you'd copied each holder of BEN…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Wellington Management	2016Q3	$20.15	+35.4%	$2.5M
Two Sigma Investments	2016Q1	$22.63	+20.5%	$50.4M
D.E. Shaw & Co.	2016Q1	$22.67	+20.3%	$1.5M
D.E. Shaw & Co.	2016Q1	$22.67	+20.3%	$1.5M
Renaissance Technologies	2016Q4	$22.69	+20.2%	$20.5M
AQR Capital Management	2016Q1	$23.23	+17.4%	$34.6M
Paul Tudor Jones (Tudor Investment)	2016Q2	$23.41	+16.5%	$251K
Izzy Englander (Millennium Mgmt)	2016Q2	$23.86	+14.3%	$551K
Izzy Englander (Millennium Mgmt)	2016Q2	$23.86	+14.3%	$551K
Izzy Englander (Millennium Mgmt)	2016Q2	$23.86	+14.3%	$551K
Ken Griffin (Citadel Advisors)	2016Q2	$23.88	+14.2%	$5.7M
Ken Griffin (Citadel Advisors)	2016Q2	$23.88	+14.2%	$5.7M
Ken Griffin (Citadel Advisors)	2016Q2	$23.88	+14.2%	$5.7M
Mario Gabelli (GAMCO)	2021Q1	$23.93	+14.0%	$3.3M
Ray Dalio (Bridgewater Associates)	2016Q2	$24.15	+12.9%	$1.9M
Jeremy Grantham (GMO)	2016Q1	$25.62	+6.4%	$4.5M
T. Rowe Price	2016Q1	$31.99	-14.7%	$12.1M
Norges Bank (Norway SWF)	2016Q1	$4968.50	-99.5%	$112.1M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions3

Norges Bank (Norway SWF)
+4,109,155
$98.2M
Ray Dalio (Bridgewater Associates)
+71,031
$1.7M
Paul Tudor Jones (Tudor Investment)
+9,200
$220K

Added to4

Ken Griffin (Citadel Advisors)
+1,897,692
$45.3M
AQR Capital Management
+501,810
$12.0M
Two Sigma Investments
+353,362
$8.4M
Jeremy Grantham (GMO)
+65,928
$1.6M

Trimmed6

D.E. Shaw & Co.
−312,876
$7.5M
Izzy Englander (Millennium Mgmt)
−125,501
$3.0M
Renaissance Technologies
−110,300
$2.6M
Mario Gabelli (GAMCO)
−18,200
$435K
Wellington Management
−709
$17K
T. Rowe Price
−5,261
$126

Exited0

—

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	18	37,770,230	$53.09B	—
2022Q2	15	38,030,943	$31.41B	-3
2022Q3	14	36,313,853	$781.5M	-1
2022Q4	16	37,117,263	$979.2M	+2
2023Q1	19	36,945,181	$995.2M	+3
2023Q2	17	36,805,799	$983.1M	-2
2023Q3	16	36,454,135	$896.0M	-1
2023Q4	15	36,490,668	$1.09B	-1
2024Q1	15	38,902,820	$1.09B	—
2024Q2	16	45,199,850	$1.01B	+1
2024Q3	16	15,103,491	$304.3M	—
2024Q4	13	15,238,193	$309.2M	-3
2025Q1	14	9,615,645	$184.8M	+1
2025Q2	17	14,065,023	$335.5M	+3
2025Q3	14	9,941,202	$229.9M	-3
2025Q4	18	16,141,733	$385.6M	+4

Congress members trading this stock

Date	Member	Type	Amount range	Filing
2025-04-28	Thomas H. Kean	Sell (P)	$1K – $15K	PDF ↗
2024-12-16	Thomas H. Kean	Sell (P)	$1K – $15K	PDF ↗

Who owns BEN

18 super-investors · 2025Q4

Tracked stake

16.14M

Combined value

$386M

% of shares outstanding

—

shares-out unknown

Quarter action mix

New3Added6Trim9

#	Manager	Shares	Value	% of book	Last action
1	Ken Griffin Citadel Advisors	6.28M	$150M	0.0%	Added+1.90M
2	Norges Bank Norway SWF	4.11M	$98M	0.0%	New+4.11M
3	Two Sigma Investments	1.85M	$44M	0.1%	Added+353.4K
4	AQR Capital Management	1.27M	$30M	0.0%	Added+501.8K
5	Renaissance Technologies	753.3K	$18M	0.0%	Trim−110.3K
6	Izzy Englander Millennium Mgmt	504.5K	$12M	0.0%	Trim−125.5K
7	T. Rowe Price	444.5K	$11M	0.0%	Trim−5.3K
8	Ken Griffin Citadel Advisors	209.1K	$5M	0.0%	Added+1.90M
9	Jeremy Grantham GMO	166.5K	$4M	0.0%	Added+65.9K
10	Ken Griffin Citadel Advisors	125.6K	$3M	0.0%	Added+1.90M
11	Mario Gabelli GAMCO	122.1K	$3M	0.0%	Trim−18.2K
12	Wellington Management	92.4K	$2M	0.0%	Trim−709
13	Ray Dalio Bridgewater Associates	71.0K	$2M	0.0%	New+71.0K
14	D.E. Shaw & Co.	56.6K	$1M	0.0%	Trim−312.9K
15	D.E. Shaw & Co.	40.1K	$957K	0.0%	Trim−312.9K
16	Izzy Englander Millennium Mgmt	20.2K	$483K	0.0%	Trim−125.5K
17	Izzy Englander Millennium Mgmt	20.2K	$483K	0.0%	Trim−125.5K
18	Paul Tudor Jones Tudor Investment	9.2K	$220K	0.0%	New+9.2K

Recent moves

20 transactions

ADDAQR Capital Management
+501,810 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+9,200 · 2025Q4
TRIMT. Rowe Price
−5,261 · 2025Q4
ADDJeremy Grantham (GMO)
+65,928 · 2025Q4
TRIMIzzy Englander (Millennium Mgmt)
−125,501 · 2025Q4
TRIMD.E. Shaw & Co.
−312,876 · 2025Q4
TRIMWellington Management
−709 · 2025Q4
ADDTwo Sigma Investments
+353,362 · 2025Q4
ADDKen Griffin (Citadel Advisors)
+1,897,692 · 2025Q4
NEWRay Dalio (Bridgewater Associates)
+71,031 · 2025Q4
TRIMRenaissance Technologies
−110,300 · 2025Q4
NEWNorges Bank (Norway SWF)
+4,109,155 · 2025Q4
TRIMMario Gabelli (GAMCO)
−18,200 · 2025Q4
SOLDPaul Tudor Jones (Tudor Investment)
−110,097 · 2025Q3
ADDD.E. Shaw & Co.
+223,336 · 2025Q3
SOLDSteve Cohen (Point72)
−793,720 · 2025Q3
ADDTwo Sigma Investments
+936,105 · 2025Q3
ADDIzzy Englander (Millennium Mgmt)
+193,426 · 2025Q3
ADDT. Rowe Price
+1,207 · 2025Q3
TRIMWellington Management
−48,588 · 2025Q3

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