Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Franklin Resources Inc (BEN)

659 + Investors. Track Smart Money conviction in BEN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +64
Streak
2Q ▲
Buyers last Q
56%

Smart Money Signals — BEN

Based on 670 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added BEN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
670 hedge funds hold BEN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+113 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

357 buying283 selling
Last quarter: 357 funds bought or added vs 283 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+27 vs last Q)

new funds entering per quarter
Funds opening a new BEN position: 94 → 91 → 94 → 121. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 18% medium ■ 19% new
420 out of 670 hedge funds have held BEN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+37% value, -2% shares)

Value
+37%
Shares
-2%
Last quarter: total value of institutional BEN holdings rose +37% even though funds reduced share count by 2%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

91 → 94 → 91 → 94 → 121 new funds/Q
New funds entering each quarter: 94 → 91 → 94 → 121. A growing number of institutions are discovering BEN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 68% veterans vs 22% newcomers

■ 68% veterans ■ 10% 1-2yr ■ 22% new
Entry-cohort mix of 685 holders: 465 (68%) are 2+ year veterans, 69 entered 1–2 years ago, and 151 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
62 of 665 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in BEN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BEN

In 2026 Q2, 357 hedge funds were net buyers of BEN (121 opened a new position, 236 added to an existing one), while 283 reduced or exited (226 trimmed, 57 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 53% of total institutional value in BEN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +64 funds (more new holders than closures). Total institutional holders: 670.

Hedge Fund Ownership: BEN

How many hedge funds hold BEN — quarterly history vs. share price
Quarterly hedge fund ownership of BEN vs. share price

Market Analysis: BEN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BEN

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 2 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: BEN
659 + Investors

Track Smart Money conviction in BEN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 659 606 8.75%
13F Shares 274M 291M -5.83%
Total Value $9.01B $6.81B 32.4%
New Positions 119 94 +25
Increased Positions 229 214 +15
Closed Positions 61 61 -
Reduced Positions 223 202 +21
Total Calls 11 10 10.0%
Total Puts 9 10 -10.0%
PUT/CALL Ratio 0.82 1.0 Neutral

Statistics: BEN

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Institutional Holders (2026 Q2)

659 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BEN. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BEN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Power Corp of Canada 100.00% 25,340,031 $843.1M
2 Azora Capital LP 9.68% 6,908,621 $229.8M
3 Del-Sette Capital Management, LLC 4.12% 212,289 $7.1M
4 Kopernik Global Investors, LLC 2.69% 1,320,571 $43.9M
5 Fire Capital Management LLC 2.33% 172,333 $5.7M
6 Foundation Resource Management Inc 2.26% 583,131 $19.4M
7 Kinloch Capital, LLC 2.10% 172,427 $5.7M
8 Alexander Randolph Advisory, Inc. 1.72% 62,756 $2.1M
9 Artemis Investment Management LLP 1.57% 5,311,209 $176.7M
10 Gallagher Fiduciary Advisors, LLC 1.51% 1,379,739 $45.9M
11 Forty-three Eighteen Advisors, LLC 1.50% 66,901 $2.2M
12 Altrius Capital Management Inc 1.41% 222,692 $7.4M
13 American Financial Group Inc 1.40% 119,150 $4.0M
14 Teza Capital Management LLC 1.28% 19,970 $664K
15 Weaver C. Barksdale & Associates, Inc. 1.23% 41,302 $1.4M
16 Legend Capital Advisors LLC 1.22% 67,195 $2.2M
17 Uncommon Cents Investing LLC 1.19% 165,674 $5.5M
18 Twelve Points Wealth Management LLC 0.91% 137,115 $4.6M
19 Keystone Financial Planning, Inc. 0.91% 105,770 $3.5M
20 Chatham Capital Group, INC. 0.78% 184,425 $6.1M
21 Sound Income Strategies, LLC 0.71% 476,002 $15.8M
22 Meiji Yasuda Asset Management Co Ltd. 0.70% 464,812 $15.5M
23 Cander Asset Management LP 0.68% 111,096 $3.7M
24 AIMZ Investment Advisors, LLC 0.68% 74,493 $2.5M
25 Longaeva Partners L.P. 0.66% 909,366 $30.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Franklin Resources Inc (BEN)

What does the Smart Money Trend signal show for BEN?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BEN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BEN?

Slight buying edge — 56% buying: Last quarter: 357 funds bought or added vs 283 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BEN holders?

Elite ownership — 53% AUM from top-100 funds: 62 of 665 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in BEN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BEN?

63% of holders stayed for 2+ years: 420 out of 670 hedge funds have held BEN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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