Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Franklin Resources Inc (BEN)

600 + 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
↑ +31
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — BEN

Based on 603 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
603 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 — +9% more funds vs a year ago

fund count last 6Q
+49 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

311 buying266 selling
Last quarter: 311 funds bought or added vs 266 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.
➡️

Steady new buyers — ~93 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 89 → 94 → 91 → 93. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 21% medium ■ 16% new
378 out of 603 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.
➡️

Steady discovery — ~93 new funds/quarter

72 → 89 → 94 → 91 → 93 new funds/Q
New funds entering each quarter: 89 → 94 → 91 → 93. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 69% veterans vs 20% newcomers

■ 69% veterans ■ 11% 1-2yr ■ 20% new
Entry-cohort mix of 619 holders: 428 (69%) are 2+ year veterans, 69 entered 1–2 years ago, and 122 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
58 of 599 holders are among the 100 largest funds by AUM, controlling 40% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q1, 311 hedge funds were net buyers of BEN (93 opened a new position, 218 added to an existing one), while 266 reduced or exited (204 trimmed, 62 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 40% of total institutional value in BEN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +31 funds (more new holders than closures). Total institutional holders: 603.

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

-- --

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

Is It Too Late to Buy Franklin Resources Inc (BEN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BEN has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
BEN
+36.0%
XLF
+8.0%

BEN outperformed XLF by +28.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
BEN
+0.9%
XLF
+4.4%

Since the filing became public, BEN outperformed XLF by -3.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

36 top-rated funds 1 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: BEN
600 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 600 572 4.9%
13F Shares 288M 278M 3.71%
Total Value $6.75B $6.63B 1.78%
New Positions 90 91 -1
Increased Positions 214 216 -2
Closed Positions 62 99 -37
Reduced Positions 200 178 +22
Total Calls 10 13 -23.08%
Total Puts 10 10 -
PUT/CALL Ratio 1.0 0.77 Neutral

Statistics: BEN

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Income Statement & Cash Flow
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

600 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Power Corp of Canada 100.00% 31,557,117 $745.4M
2 Azora Capital LP 7.92% 5,099,949 $120.5M
3 Kopernik Global Investors, LLC 5.81% 3,522,587 $83.2M
4 Kettle Hill Capital Management, LLC 5.52% 933,204 $22.0M
5 Bastion Asset Management Inc. 2.03% 272,892 $6.7M
6 Fire Capital Management LLC 1.91% 172,333 $4.1M
7 Alexander Randolph Advisory, Inc. 1.73% 85,041 $2.0M
8 Foundation Resource Management Inc 1.56% 585,415 $13.8M
9 Kinloch Capital, LLC 1.54% 159,578 $3.8M
10 Board of the Pension Protection Fund 1.38% 63,400 $1.5M
11 Gallagher Fiduciary Advisors, LLC 1.29% 1,408,138 $33.3M
12 Artemis Investment Management LLP 1.22% 4,879,886 $115.3M
13 Forty-three Eighteen Advisors, LLC 1.19% 66,901 $1.6M
14 Altrius Capital Management Inc 1.06% 225,170 $5.3M
15 American Financial Group Inc 1.04% 119,150 $2.8M
16 Legend Capital Advisors LLC 0.99% 67,195 $1.6M
17 Weaver C. Barksdale & Associates, Inc. 0.93% 41,347 $979K
18 Uncommon Cents Investing LLC 0.91% 165,782 $3.9M
19 Twelve Points Wealth Management LLC 0.77% 148,496 $3.5M
20 Chatham Capital Group, INC. 0.76% 221,000 $5.2M
21 Longaeva Partners L.P. 0.75% 862,737 $20.4M
22 Keystone Financial Planning, Inc. 0.67% 105,886 $2.5M
23 Index Technologies Group LLC 0.67% 25,870 $611K
24 Sound Income Strategies, LLC 0.62% 546,134 $12.9M
25 Meiji Yasuda Asset Management Co Ltd. 0.61% 518,837 $12.3M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 54% buying: Last quarter: 311 funds bought or added vs 266 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 — 40% AUM from top-100 funds: 58 of 599 holders are among the 100 largest funds by AUM, controlling 40% 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: 378 out of 603 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.

Is it too late to buy Franklin Resources Inc (BEN) following the 2026 Q1 hedge fund 13F filings?

As of today, BEN has moved +0.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.4% for the XLF sector ETF — an outperformance of -3.5%. Since the quarter end (March 31, 2026), BEN has gained +36.0% vs +8.0% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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