Position in BEN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$37,502,938
+$19,162,992 QoQ
Shares Held
1,587,762
+106.8% QoQ
Ownership
0.306%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BEN Over Time
Shares Held
Position Value (USD)
Derivatives in BEN
reported options exposure · as of Sep 30, 2024CallValue
$0
CallShares
0
PutValue
$6,715,995
PutShares
333,300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Mar 31, 2026Balyasny Asset Management L.P. holds $889,260,321 across 56 Asset Management names. BEN ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
2,924,114 | $270,480,545 | |
| 2 | BLK |
BlackRock, Inc.
|
210,304 | $202,251,459 | |
| 3 | STEP |
StepStone Group Inc.
|
1,425,899 | $68,043,900 | |
| 4 | HLNE |
Hamilton Lane INC
|
654,579 | $65,065,152 | |
| 5 | TPG |
TPG Inc.
|
1,346,469 | $54,545,459 | |
| 6 | AMP |
Ameriprise Financial Inc
|
84,823 | $37,695,341 | |
| 7 | BEN |
Franklin Resources Inc
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|
1,587,762 | $37,502,938 | |
| 8 | JHG |
Janus Henderson Group Ltc.
|
546,075 | $28,051,872 |
All Filings in BEN
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,502,938 | 1,587,762 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,339,946 | 767,683 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $15,962,589 | 786,722 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,715,995 | 333,300 | Put | Sole | 2024-11-14 | |
| 2024-06-30 | $22,177,770 | 992,294 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $17,196,854 | 611,770 | Shares | Sole | 2024-05-13 | |
| 2023-06-30 | $52,274,969 | 1,957,131 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $55,460,407 | 2,058,664 | Shares | Other | 2023-05-15 | |
| 2022-09-30 | $27,258,028 | 1,266,637 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $11,769,475 | 504,911 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $53,629,747 | 1,601,366 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,738,946 | 327,690 | Shares | Sole | 2021-12-01 | |
| 2021-03-31 | $4,959,095 | 167,537 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $5,656,852 | 277,978 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||