Bridgewater Associates, LP

Position in BEN — Franklin Resources Inc

CIK 1350694 Westport, CT

Position in BEN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$393,950

-$567,525 QoQ

Shares Held

11,841

-70.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#405

of 662 holders

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bridgewater Associates, LP holds $75,744,482 across 12 Asset Management names. BEN ranks #12 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STT	State Street Corp	99,738	$16,915,564
2	SEIC	Sei Investments Co	144,423	$12,667,341
3	EQH	Equitable Holdings, Inc.	261,023	$11,453,689
4	CRBG	Corebridge Financial, Inc.	341,198	$9,768,498
5	AMP	Ameriprise Financial Inc	12,536	$5,751,015
6	RJF	Raymond James Financial Inc	34,074	$5,180,270
7	BLK	BlackRock, Inc.	4,683	$4,502,985
8	BAM	Brookfield Asset Management Ltd.	67,547	$3,029,482

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$393,950	11,841	-70.9%	Shares	Sole	2026-08-14
2026-03-31	$961,475	40,706	-42.7%	Shares	Sole	2026-05-15
2025-12-31	$1,696,930	71,031	+701.0%	Shares	Sole	2026-02-13
2023-09-30	$217,975	8,868	-95.3%	Shares	Sole	2023-11-13
2022-12-31	$4,973,104	188,518	+52.2%	Shares	Sole	2023-02-13
2022-09-30	$2,665,703	123,871	-16.8%	Shares	Sole	2022-11-10
2022-06-30	$3,469,740	148,852	+171.1%	Shares	Sole	2022-08-11
2022-03-31	$1,533,059	54,909	-38.5%	Shares	Sole	2022-05-13
2021-12-31	$2,988,815	89,245	-56.8%	Shares	Sole	2022-02-14
2021-09-30	$6,141,756	206,654	+37.2%	Shares	Sole	2021-11-12
2021-06-30	$4,819,229	150,648	-5.4%	Shares	Sole	2021-08-13
2021-03-31	$4,712,379	159,202	+75.0%	Shares	Sole	2021-05-14
2020-12-31	$2,273,590	90,980	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.