Position in BEN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,844,509
+$889,761 QoQ
Shares Held
374,450
+12.5% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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)
Position in Asset Management
Financial Services · as of Mar 31, 2026STATE OF WISCONSIN INVESTMENT BOARD holds $425,265,729 across 37 Asset Management names. BEN ranks #15 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
80,280 | $77,206,078 | |
| 2 | BX |
Blackstone Inc.
|
395,464 | $45,474,405 | |
| 3 | KKR |
KKR & Co. Inc.
|
339,326 | $31,387,655 | |
| 4 | APO |
Apollo Global Management, Inc.
|
238,854 | $26,613,112 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
650,299 | $26,317,600 | |
| 6 | AMP |
Ameriprise Financial Inc
|
52,490 | $23,326,556 | |
| 7 | STT |
State Street Corp
|
174,020 | $22,023,971 | |
| 8 | PFG |
Principal Financial Group Inc
|
200,708 | $18,085,797 |
All Filings in BEN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,844,509 | 374,450 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,954,748 | 332,974 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,069,224 | 348,864 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,600,331 | 192,886 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,981,997 | 206,857 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,155,642 | 155,527 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,760,679 | 236,262 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,072,041 | 226,937 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $11,869,925 | 422,267 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,291,996 | 244,780 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $6,033,357 | 245,458 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,340,241 | 162,495 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,144,085 | 190,946 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,003,323 | 151,756 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,808,028 | 176,953 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,228,666 | 224,310 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,096,387 | 218,352 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,108,899 | 152,550 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,647,286 | 156,369 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,762,479 | 148,874 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $4,499,525 | 152,011 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,848,260 | 153,992 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $3,419,654 | 168,042 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,206,354 | 152,902 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $4,065,049 | 243,562 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||