John Rogers - Ariel Investments
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
Holdings Activity Buys Sells    History
Holding/activity history for  Franklin Resources, Inc. (BEN)
← All BEN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2017   Q4 0 0.00 Sell 100.00% 0.16 $37.01–45.96 · VW $40.55i SEC
2017   Q3 295,853 0.16 Reduce 54.20% 0.19 $40.22–45.40 · VW $42.99i $13,168,000 SEC
2017   Q2 645,974 0.35 Reduce 32.64% 0.16 $41.62–47.65 · VW $44.17i $28,933,000 SEC
2017   Q1 958,925 0.49 Reduce 36.96% 0.27 $40.38–44.35 · VW $42.17i $40,409,000 SEC
2016   Q4 1,521,120 0.74 Reduce 16.30% 0.13 $38.93–43.41 · VW $41.79i $60,206,000 SEC
2016   Q3 1,817,416 0.82 Reduce 3.71% 0.03 $33.02–40.69 · VW $37.66i $64,645,000 SEC
2016   Q2 1,887,442 0.83 Reduce 0.62% <0.01 $30.56–37.06 · VW $34.71i $62,984,000 SEC
2016   Q1 1,899,260 0.94 Reduce 6.26% 0.06 $34.78–41.24 · VW $37.79i $74,166,000 SEC
2015   Q4 2,026,161 0.93 Add 0.91% <0.01 $31.00–42.23 · VW $36.36i $74,603,000 SEC
2015   Q3 2,007,974 0.99 Add 3.87% 0.04 $36.10–42.03 · VW $40.02i $74,817,000 SEC
2015   Q2 1,933,094 1.14 Reduce 0.17% <0.01 $38.25–51.94 · VW $43.59i $94,780,000 SEC
2015   Q1 1,936,408 1.23 Add 4.66% 0.05 $50.79–54.85 · VW $52.18i $99,376,000 SEC
2014   Q4 1,850,175 1.30 Reduce 0.47% <0.01 $50.49–59.43 · VW $54.58i $102,444,000 SEC
2014   Q3 1,858,974 1.45 Add 6.63% 0.09 $49.12–57.45 · VW $54.48i $101,519,000 SEC
2014   Q2 1,743,346 1.37 Add 3.19% 0.04 $52.65–58.42 · VW $55.86i $100,835,000 SEC
2014   Q1 1,689,506 1.24 Add 14.05% 0.15 $50.88–56.17 · VW $54.09i $91,537,000 SEC
2013   Q4 1,481,360 1.18 Add 1.98% 0.02 $49.92–58.87 · VW $54.01i $85,519,000 SEC
2013   Q3 1,452,595 1.22 Add 17.58% 0.18 $45.95–55.77 · VW $52.37i $73,429,000 SEC
2013   Q2 1,235,358 1.06 Reduce 0.75% <0.01 $44.22–52.44 · VW $47.61i $56,011,000 SEC
2013   Q1 1,244,640 1.24 Add 2.42% 0.03 $46.32–56.54 · VW $51.49i $62,568,000 SEC
2012   Q4 1,215,243 1.22 Reduce 0.16% <0.01 $41.34–48.71 · VW $45.71i $50,919,000 SEC
2012   Q3 1,217,175 1.26 Reduce 10.08% 0.13 $38.87–44.64 · VW $42.50i $50,744,000 SEC
2012   Q2 1,353,618 1.29 Reduce 0.03% <0.01 $33.64–40.02 · VW $37.60i $50,079,000 SEC
2012   Q1 1,353,999 1.35 Reduce 16.02% 0.22 $35.04–42.61 · VW $37.75i $55,979,000 SEC
2011   Q4 1,612,338 1.39 Add 14.17% 0.17 $30.69–39.93 · VW $36.64i $51,627,000 SEC
2011   Q3 1,412,172 1.41 Add 1.43% 0.02 $29.24–40.29 · VW $34.38i $45,020,000 SEC
2011   Q2 1,392,294 1.34 Buy 1.34 $35.40–45.85 · VW $40.41i $60,931,000 SEC
2011   Q1 0 0.00 Sell 100.00% 1.15 $37.78–43.59 · VW $41.52i SEC
2010   Q4 1,339,938 1.15 Reduce 2.52% 0.03 $35.93–43.66 · VW $40.49i $49,671,502,000 SEC
2010   Q3 1,374,507 1.23 Reduce 6.19% 0.07 $32.39–41.67 · VW $37.36i $48,978,266,000 SEC
2010   Q2 1,465,275 1.11 Add 13.09% 0.13 $28.00–35.38 · VW $31.85i $42,097,351,000 SEC
2010   Q1 1,295,673 1.07 Reduce 0.63% <0.01 $31.39–40.63 · VW $34.91i $47,896,712,000 SEC
2009   Q4 1,303,896 1.09 Reduce 3.84% 0.05 $31.48–37.42 · VW $34.27i $45,788,481,000 SEC
2009   Q3 1,355,934 1.35 Reduce 39.83% 0.69 $29.84–38.80 · VW $34.88i $45,469,000,000 SEC
2009   Q2 2,253,450 1.72 Reduce 5.74% 0.09 $21.83–31.98 · VW $28.30i $54,090,312,000 SEC
2009   Q1 2,390,775 1.57 Reduce 6.41% 0.10 $12.37–22.31 · VW $18.99i $42,930,350,000 SEC
2008   Q4 2,554,533 1.52 Add 2.31% 0.03 $15.24–23.61 · VW $18.04i $54,309,372,000 SEC
2008   Q3 2,496,798 1.25 Add 4495.62% 1.22 $15.17–36.33 · VW $23.92i $73,347,603,000 SEC
2008   Q2 54,330 1.09 Reduce 98.15% 1.25 $27.22–36.33 · VW $32.79i $81,415,811,000 SEC
2008   Q1 2,943,855 1.28 Add 0.97% 0.01 $27.76–35.24 · VW $32.24i $95,174,937,000 SEC
2007   Q4 2,915,562 1.26 Reduce 11.84% 0.17 $28.33–41.58 · VW $33.79i $111,208,945,000 SEC
2007   Q3 3,306,972 1.48 Reduce 17.41% 0.28 $37.82–47.69 · VW $42.19i $140,546,250,000 SEC
2007   Q1 4,004,250 1.61 Reduce 15.75% 0.26 $37.16–45.95 · VW $42.93i $161,278,466,000 SEC
2006   Q4 4,752,744 1.62 Reduce 27.44% 0.57 $34.83–42.24 · VW $38.72i $174,536,853,000 SEC
2006   Q3 6,550,029 2.09 Reduce 5.64% 0.08 $32.40–38.33 · VW $35.44i $230,888,325,000 SEC
2006   Q2 6,941,457 1.50 Reduce 11.57% 0.21 $26.72–33.31 · VW $30.94i $200,862,462,000 SEC
2006   Q1 7,849,557 1.78 Reduce 12.90% 0.26 $28.62–34.75 · VW $31.12i $246,580,000 SEC
2005   Q4 9,012,285 2.01 Reduce 15.80% 0.32 $31.02–34.72 · VW $33.32i $282,415,000 SEC
2005   Q3 10,702,899 2.01 Reduce 7.66% 0.16 $25.87–32.95 · VW $29.93i $299,538,000 SEC
2005   Q2 11,590,962 2.03 Reduce 1.43% 0.03 $23.77–28.24 · VW $26.27i $297,424,000 SEC
2005   Q1 11,759,007 1.82 Reduce 3.80% 0.07 $21.19–24.51 · VW $23.25i $269,085,000 SEC
2004   Q4 12,223,887 1.83 Add 4.58% 0.08 $21.55–23.82 · VW $22.92i $283,798,000 SEC
2004   Q3 11,688,585 1.59 Add 2.29% 0.04 $17.67–21.91 · VW $20.49i $217,252,000 SEC
2004   Q2 11,426,445 0.04 Reduce 8.72% 0.16 $15.62–18.09 · VW $17.15i $190,745,000 SEC
2004   Q1 12,517,791 1.78 Add 5.70% 0.10 $16.03–19.91 · VW $17.57i $232,331,000 SEC
2003   Q4 11,843,040 1.70 Add 4.17% 0.07 $15.69–20.70 · VW $18.41i $205,516,000 SEC
2003   Q3 11,368,830 1.70 Add 8.80% 0.14 $14.27–16.36 · VW $15.52i $167,539,000 SEC
2003   Q2 10,449,060 1.55 Add 9.46% 0.13 $12.45–14.87 · VW $13.90i $136,081,000 SEC
2003   Q1 9,545,769 0.02 Add 7.95% <0.01 $10.00–12.48 · VW $11.64i $104,717,000 SEC
2002   Q4 8,842,455 1.36 Add 4.17% 0.05 $10.33–12.62 · VW $11.28i $100,450,000 SEC
2002   Q3 8,488,191 0.01 Reduce 43.78% 0.71 $9.30–12.58 · VW $11.40i $87,994,000 SEC
2002   Q2 15,098,514 1.63 Add 11.28% 0.17 $9.84–14.64 · VW $12.05i $214,600,212,000 SEC
2002   Q1 13,568,112 1.11 Add 251.60% 0.80 $13.33–14.83 · VW $14.22i $189,501,298,000 SEC
2001   Q3 3,858,996 0.96 Add 20.70% 0.16 $10.28–14.03 · VW $12.08i $44,597,000 SEC
2001   Q2 3,197,175 1.03 Add 15.70% 0.14 $13.50–15.80 · VW $14.33i $48,778,000 SEC
2001   Q1 2,763,420 0.85 Add 8.93% 0.07 $11.40–15.27 · VW $13.83i $36,025,000 SEC
2000   Q4 2,536,845 1.06 Add 7.08% 0.07 $11.32–16.10 · VW $13.78i $32,218,000 SEC
2000   Q3 2,369,070 1.00 Reduce 21.23% 0.16 $11.75–15.21 · VW $13.01i $35,086,000 SEC
2000   Q2 3,007,695 0.76 $11.15 $33,523,000 SEC
2000   Q1 3,007,695 0.76 Reduce 2.97% 0.04 $8.21–12.08 · VW $10.10i $33,523,000 SEC
1999   Q4 3,099,630 1.49 Add 201.80% 0.99 $8.85–13.06 · VW $10.33i $33,127,000 SEC
1999   Q2 1,027,050 0.01 Reduce 24.13% 0.18 $11.77–14.79 · VW $12.85i $13,908,000 SEC
1999   Q1 1,353,750 0.74 $9.37 $12,691,000 SEC
Price snapshot:
Current price$32.83
52-week low$20.32
52-week high$34.92