Millennium Management’s Franklin Resources BEN Stock Holding History

Millennium Management’s Portfolio BEN Stock Details BEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-20,200	Closed	-$483K	–	5716
2025 Q4	$483K	Sell	20,200 -330,100	-94%	-$7.58M	﹤0.01%	4965
2025 Q3	$8.1M	Buy	+350,300	New	+$8.66M	﹤0.01%	2608
2023 Q3	–	Sell	-9,400	Closed	-$251K	–	6123
2023 Q2	$251K	Sell	9,400 -63,600	-87%	-$1.64M	﹤0.01%	5002
2023 Q1	$1.97M	Buy	+73,000	New	+$2.13M	﹤0.01%	3470
2021 Q3	–	Sell	-60,000	Closed	-$1.92M	–	6781
2021 Q2	$1.92M	Buy	+60,000	New	+$1.94M	﹤0.01%	4008
2021 Q1	–	Sell	-50,000	Closed	-$1.25M	–	5914
2020 Q4	$1.25M	Buy	+50,000	New	+$1.12M	﹤0.01%	3583
2015 Q1	–	Sell	-4,100	Closed	-$227K	–	3575
2014 Q4	$227K	Buy	+4,100	New	+$226K	﹤0.01%	3540
2013 Q3	–	Sell	-5,700	Closed	-$258K	–	3298
2013 Q2	$258K	Buy	+5,700	New	+$290K	﹤0.01%	2651

Other funds holding BEN

PCOC

Power Corp of Canada Montreal, Quebec, Canada $745M AUM 22.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Millennium Management's BEN Position: Q1 2026 in Review

Millennium Management reduced its Franklin Resources (BEN) stake by 8.2% in Q1 2026, selling an estimated $1.07M and leaving 463,025 shares worth $10.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2085.

Millennium Management first reported a position in BEN in Q2 2013 and has held it in 43 quarters since. The position peaked at $74.7M in Q3 2017. 604 funds tracked by Wall St. Rank hold BEN as of Q1 2026.

Millennium Management held 463,025 shares of Franklin Resources worth $10.9M as of Q1 2026.
Millennium Management sold 41,514 Franklin Resources shares in Q1 2026, an estimated $1.07M.
Franklin Resources made up ﹤0.01% of Millennium Management's portfolio in Q1 2026, its #2085 holding.
Millennium Management first reported a position in Franklin Resources in Q2 2013 and has held it in 43 quarters since.
Millennium Management's Franklin Resources position peaked at $74.7M in Q3 2017.
604 funds tracked by Wall St. Rank held Franklin Resources as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.