583 tracked 13F filers disclose a position in BEN as of the latest SEC 13F filings, a combined $6.8B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $679.5M | 28.8M | ▼−3.2% Reduced · −944K sh | Q1 2026 | |
| 2 | Power Corp of Canada | $843.1M | 25.3M | ▼−20% Reduced · −6.2M sh | Q2 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $474.5M | 20.1M | →First observed position No prior filed position | Q1 2026 | |
| 4 | STATE STREET CORP | $662.9M | 19.7M | ▲+0.6% Added · +120K sh | Q2 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $327.0M | 13.8M | →First observed position No prior filed position | Q1 2026 | |
| 6 | CITADEL ADVISORS LLC | $267.4M | 11.3M | ▲+80% Added · +5.0M sh | Q1 2026 | |
| 7 | DIMENSIONAL FUND ADVISORS LP | $256.5M | 10.9M | ▼−0.2% Reduced · −23K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $262.7M | 7.9M | ▲+1.3% Added · +101K sh | Q2 2026 | |
| 9 | GOLDMAN SACHS GROUP INC | $175.8M | 7.4M | ▲+32% Added · +1.8M sh | Q1 2026 | |
| 10 | ProShare Advisors LLC | $154.9M | 6.6M | ▼−7.4% Reduced · −527K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $116.1M | 4.9M | ▲+14% Added · +600K sh | Q1 2026 | |
| 12 | Artemis Investment Management LLP | $115.3M | 4.9M | ▲87× Added · +4.8M sh | Q1 2026 | |
| 13 | Bank of New York Mellon Corp | $108.3M | 4.6M | ▲+23% Added · +848K sh | Q1 2026 | |
| 14 | NORGES BANK | $98.2M | 4.1M | ▲+62% Added · +1.6M sh | Q4 2025 | |
| 15 | NORTHERN TRUST CORP | $86.7M | 3.7M | ▼−6.0% Reduced · −234K sh | Q1 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $76.3M | 3.2M | ▲+2.0% Added · +64K sh | Q1 2026 | |
| 17 | Verition Fund Management LLC | $99.2M | 3.0M | ▼−1.4% Reduced · −42K sh | Q2 2026 | |
| 18 | BARCLAYS PLC | $66.5M | 2.8M | ▲+71% Added · +1.2M sh | Q1 2026 | |
| 19 | Squarepoint Ops LLC | $61.9M | 2.6M | ▼−37% Reduced · −1.5M sh | Q1 2026 | |
| 20 | UBS Group AG | $57.7M | 2.4M | ▲+20% Added · +406K sh | Q1 2026 | |
| 21 | Freestone Grove Partners LP | $50.7M | 2.1M | ▲New +2.1M sh | Q1 2026 | |
| 22 | JPMORGAN CHASE & CO | $48.2M | 2.1M | ▲+25% Added · +420K sh | Q1 2026 | |
| 23 | BANK OF AMERICA CORP /DE/ | $46.4M | 2.0M | ▲+37% Added · +533K sh | Q1 2026 | |
| 24 | FIRST TRUST ADVISORS LP | $43.5M | 1.8M | ▼−5.8% Reduced · −114K sh | Q1 2026 | |
| 25 | Vest Financial, LLC | $59.3M | 1.8M | ▼−12% Reduced · −251K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 7 funds opened a new position in BEN and 14 added to an existing one, while 26 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 335 funds | $268.0B |
| AMAZON.COM INCAMZN | 333 funds | $200.0B |
| NVIDIA CORPNVDA | 332 funds | $387.7B |
| APPLE INCAAPL | 329 funds | $299.1B |
| META PLATFORMS INC-CLASS AMETA | 325 funds | $111.5B |
| JPMORGAN CHASE & COJPM | 322 funds | $63.1B |
| BROADCOM INCAVGO | 321 funds | $156.7B |
| ALPHABET INC-CL AGOOGL | 320 funds | $168.1B |
| ELI LILLY & COLLY | 319 funds | $76.9B |
| CHEVRON CORPCVX | 317 funds | $29.3B |
| CISCO SYSTEMS INCCSCO | 316 funds | $33.9B |
| JOHNSON & JOHNSONJNJ | 315 funds | $47.5B |
Ranked by how many of BEN's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 20, 2025 | JOHNSON CHARLES B | 10% Owner | Buy (P) | 50K | $1.1M |
| Nov 18, 2025 | JOHNSON CHARLES B | 10% Owner | Buy (P) | 50K | $1.1M |
| Apr 4, 2025 | JOHNSON CHARLES B | 10% Owner | Buy (P) | 420 | $7K |
| Apr 4, 2025 | JOHNSON CHARLES B | 10% Owner | Sell (S) | 420 | $7K |
| Mar 4, 2025 | JOHNSON CHARLES B | 10% Owner | Buy (P) | 100K | $2.0M |
| Sep 11, 2024 | JOHNSON CHARLES B | 10% Owner | Buy (P) | 100K | $1.9M |
| Aug 29, 2024 | JOHNSON CHARLES B | 10% Owner | Buy (P) | 100K | $2.0M |
| Aug 28, 2024 | JOHNSON JENNIFER M | President and CEO, Director | Buy (P) | 13K | $250K |
| Aug 23, 2024 | JOHNSON JENNIFER M | President and CEO, Director | Buy (P) | 19K | $396K |
| Jun 21, 2024 | JOHNSON CHARLES B | 10% Owner | Buy (P) | 200K | $4.6M |
| Jun 18, 2024 | JOHNSON CHARLES B | 10% Owner | Buy (P) | 100K | $2.2M |
| Dec 14, 2023 | Sethi Alok | EVP, Head of Global Operations | Sell (S) | 22K | $644K |
| Class | 13F holders | Value held |
|---|---|---|
| BENthis pagecs | 583 funds | $6.8B |
| 354613AL5CORPORATE BONDS | 1 funds | $12K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for BEN
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BEN/capital-change-brief"
Use Arkolith's capital_change_brief for BEN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BEN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.