Which hedge funds own BEN? FRANKLIN RESOURCES INC, Q2 2026 13F holders
38 tracked hedge funds disclosed a position in BEN (FRANKLIN RESOURCES INC) in their Q2 2026 13F filings, worth $823.8m in total. The largest holder by portfolio weight is Azora Capital LP at 9.7% of its book. 11 opened a new position this quarter: Teza Capital Management LLC, Fulcrum Asset Management LLP, Lecap Asset Management Ltd, Woodline Partners LP. 18 exited: Bastion Asset Management Inc., Cinctive Capital Management LP, Oxford Asset Management LLP.
- 38
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 11
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 18
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $91.2m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $75.4m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $824m
- Combined value Sum of the holders' reported positions in the security.
- 3.1%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Bastion Asset Management Inc. | 2.0% | $6.7m |
| Cinctive Capital Management LP | 0.2% | $3.6m |
| Oxford Asset Management LLP | 0.2% | $552k |
| iSAM Funds (UK) Ltd | 0.2% | $338k |
| Y-Intercept (Hong Kong) Ltd | 0.1% | $6.3m |
| Numerai GP LLC | 0.1% | $1.1m |
| Jain Global LLC | 0.1% | $8.1m |
| Machina Capital S.A.S. | 0.09% | $470k |
| Landscape Capital Management, L.L.C. | 0.07% | $1.1m |
| AlphaGrep UK Ltd | 0.06% | $201k |
| Twinbeech Capital LP | 0.06% | $536k |
| Patton Fund Management, Inc. | 0.04% | $241k |
| Mirabella Financial Services LLP | 0.03% | $328k |
| Oak Thistle LLC | 0.03% | $299k |
| Marshall Wace, LLP | 0.02% | $17.9m |
| Arrowstreet Capital, Limited Partnership | 0.01% | $27.4m |
| Boothbay Fund Management, LLC | 0.0% | $215k |
| Quarry LP | 0.0% | $10.5k |
Ownership over time
Who discovered BEN first? Beta
| Eminence Capital, LP | Q3 2002 | +3.3 pts |
| Smead Capital Management high conviction | Q1 2009 | +2.5 pts |
| Alkeon Capital Management LLC | Q2 2009 | +1.3 pts |
| Viking Global Investors LP high conviction | Q3 2009 | +1.2 pts |
| Caxton Associates LLP | Q3 2009 | +0.6 pts |
| Owl Creek Asset Management, L.P. | Q4 2010 | +0.4 pts |
| Southeastern Asset Management (Mason Hawkins) | Q3 2012 | −0.8 pts |
| Horizon Kinetics (Murray Stahl) | Q2 2008 | −0.8 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.