Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
587 institutional managers reported holding BEN for the quarter ended Mar 31, 2026. Together they hold about 55% of shares outstanding; the top 10 hold 34%. 81 opened new positions; 60 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 36.71M | 7.08% | $867.4M | trimmed -1.2% | ≤2013 |
| Power CORP of Canada (focused) | 31.56M | 6.09% | $745.7M | unchanged | 2023 Q4 |
| BlackRock | 28.77M | 5.55% | $679.8M | trimmed -3.2% | ≤2013 |
| State Street | 19.61M | 3.79% | $463.5M | trimmed -5.5% | ≤2013 |
| Invesco | 13.56M | 2.62% | $320.5M | added +34% | ≤2013 |
| Citadel Advisors | 11.32M | 2.19% | $267.5M | added +80.3% | ≤2013 |
| Dimensional Fund Advisors | 10.86M | 2.10% | $256.6M | unchanged | ≤2013 |
| Geode Capital | 7.81M | 1.51% | $184.5M | trimmed -3.2% | ≤2013 |
| Goldman Sachs | 7.44M | 1.44% | $175.9M | added +31.8% | ≤2013 |
| ProShare Advisors LLC | 6.56M | 1.26% | $154.9M | trimmed -7.4% | ≤2013 |
| Azora Capital LP (focused) | 5.10M | 0.98% | $120.5M | trimmed -12% | 2025 Q2 |
| Morgan Stanley | 4.92M | 0.95% | $116.1M | added +13.9% | ≤2013 |
| Artemis Investment Management LLP | 4.88M | 0.94% | $115.3M | added +8629.2% | 2025 Q4 |
| BNY Mellon | 4.58M | 0.89% | $108.3M | added +22.7% | ≤2013 |
| Northern Trust | 3.67M | 0.71% | $86.7M | trimmed -6% | ≤2013 |
| UBS | 3.58M | 0.69% | $84.7M | added +10.2% | ≤2013 |
| Kopernik Global Investors, LLC (focused) | 3.52M | 0.68% | $83.2M | added +4.6% | 2024 Q3 |
| Charles Schwab Investment Management | 3.23M | 0.62% | $76.4M | added +2% | ≤2013 |
| Verition Fund Management | 3.02M | 0.58% | $71.4M | added +38.9% | 2021 Q2 |
| Barclays PLC | 2.81M | 0.54% | $66.5M | added +70.6% | ≤2013 |
| Jupiter Asset Management LTD | 2.67M | 0.52% | $63.2M | added +9336% | 2025 Q3 |
| Squarepoint Ops LLC | 2.62M | 0.51% | $61.9M | trimmed -36.6% | 2019 Q3 |
| Freestone Grove Partners LP | 2.15M | 0.41% | $50.8M | opened | 2026 Q1 |
| Vest Financial, LLC | 2.03M | 0.39% | $48.0M | trimmed -6.9% | 2020 Q4 |
| Bank OF America CORP /DE/ | 1.96M | 0.38% | $46.4M | added +37.3% | ≤2013 |
| First Trust Advisors LP | 1.84M | 0.35% | $43.5M | trimmed -5.8% | ≤2013 |
| Balyasny Asset Management | 1.59M | 0.31% | $37.5M | added +106.8% | 2025 Q4 |
| Nomura Asset Management CO LTD | 1.51M | 0.29% | $35.6M | trimmed -7.3% | ≤2013 |
| Two Sigma | 1.45M | 0.28% | $34.2M | trimmed -21.6% | 2022 Q4 |
| Gallagher Fiduciary Advisors, LLC | 1.41M | 0.27% | $33.3M | trimmed -1.1% | 2025 Q1 |
| Allianz Asset Management GmbH | 1.35M | 0.26% | $31.9M | added +12.1% | ≤2013 |
| Victory Capital Management INC | 1.31M | 0.25% | $31.0M | added +5.4% | 2015 Q2 |
| Wedge Capital Management L L P/NC | 1.25M | 0.24% | $29.5M | trimmed -4.6% | 2025 Q3 |
| Deutsche Bank AG\ | 1.23M | 0.24% | $29.0M | added +6.2% | 2013 Q3 |
| Arrowstreet Capital | 1.16M | 0.22% | $27.4M | opened | 2026 Q1 |
| AQR Capital | 1.14M | 0.22% | $26.9M | trimmed -10.2% | ≤2013 |
| Kettle Hill Capital Management, LLC (focused) | 933.2k | 0.18% | $22.1M | added +139.1% | 2024 Q4 |
| Quantinno Capital Management LP | 917.5k | 0.18% | $21.7M | added +16.1% | 2022 Q1 |
| Holocene Advisors | 891.0k | 0.17% | $21.1M | added +224.6% | 2025 Q2 |
| Royal Bank OF Canada | 886.4k | 0.17% | $20.9M | added +15.3% | ≤2013 |
| Nuveen | 881.5k | 0.17% | $20.8M | trimmed -9.7% | ≤2013 |
| Hancock Whitney CORP | 864.0k | 0.17% | $20.4M | added +5% | 2025 Q4 |
| Longaeva Partners L.p. | 862.7k | 0.17% | $20.4M | added +53.4% | 2025 Q4 |
| Caisse de depot et placement du Quebec | 824.1k | 0.16% | $19.5M | added +256.5% | 2025 Q2 |
| Hsbc Holdings PLC | 770.3k | 0.15% | $18.2M | trimmed -31.2% | ≤2013 |
| Marshall Wace | 757.0k | 0.15% | $17.9M | opened | 2026 Q1 |
| Swiss Life Asset Management LTD | 754.0k | 0.15% | $17.8M | added +3.9% | 2022 Q4 |
| Legal & General Group PLC | 613.6k | 0.12% | $14.5M | trimmed -42% | ≤2013 |
| Rhumbline Advisers | 599.7k | 0.12% | $14.2M | trimmed -2.4% | ≤2013 |
| SEB Asset Management AB | 593.5k | 0.12% | $14.0M | opened | 2026 Q1 |
Largest 50 of 587 shown; the full ranked, searchable register is at boothcheck.com/holders/BEN. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.