BEN

FRANKLIN RESOURCES INC

12 superinvestors own BEN

Based on latest 13F filings — data is 45–90 days delayed

Investor	Fund	Weight	Shares	Value	Quarter	Activity
Kopernik Global Investors	Kopernik Global Investors	6.43%	3,369,165	$80.5M	2025Q4	Added
Valley Forge Capital Management	Valley Forge Capital Management	2.14%	119,603	$12.6M	2009Q4	Reduced
Viking Global Investors	Viking Global Investors	1.07%	889,000	$93.7M	2009Q4	Reduced
Mason Hawkins	Longleaf Partners – Southeastern Asset Management	0.56%	1,566,007	$50.2M	2018Q2	Held
Bill Nygren	Oakmark Select Fund – Harris Associates	0.40%	5,413,216	$211.4M	2016Q1	Reduced
David Katz	Matrix Asset Advisors	0.25%	34,225	$1.3M	2000Q4	New
William Von Mueffling	Cantillon Capital Management	0.23%	102,000	$7.0M	2005Q1	Held
Meridian / ArrowMark	Meridian Contrarian Fund	0.01%	30,000	$912K	2018Q3	Held
Ruane Cunniff	Sequoia Fund	0.01%	7,416	$399K	2009Q1	Held
Kenneth Fisher	Fisher Asset Management	0.00%	21,580	$1.1M	2015Q2	Added
Christopher Davis	Davis Selected Advisers	0.00%	7,000	$258K	2015Q4	Held
Dodge & Cox	Dodge & Cox	0.00%	12,300	$1.4M	2007Q4	Reduced

Open-market purchases (P) and sales (S) from SEC Form 4 filings · last 12 months

No open-market insider trades in the last 12 months.

Form 4 filings for option exercises and other transaction types are excluded.

STOCK Act disclosures · last 12 months

Congressional trade data coming soon.

We are sourcing STOCK Act disclosures and will display them here shortly.

What Is SEC Form 4?

Understand the insider trade filings behind BEN activity.

What Is a 13F Filing?

How superinvestors disclose their quarterly holdings.

Insider Cluster Buying

Why multiple insiders buying together is a strong signal.

Superinvestor Consensus

The most widely held stocks across all tracked institutions.