Mason Hawkins - Southeastern Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    49
Portfolio value:    $2,032,773,449
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
2018   Q3 0 0.00 Sell 100.00% 0.56 $28.12–33.91 · VW $31.97i SEC
2018   Q2 1,566,007 0.56 $32.05 $50,191,000 SEC
2018   Q1 1,566,007 0.67 Reduce 1.51% 0.01 $31.67–40.56 · VW $35.27i $54,309,000 SEC
2017   Q4 1,590,028 0.85 Reduce 21.64% 0.24 $37.01–45.96 · VW $40.55i $68,896,000 SEC
2017   Q3 2,029,185 1.09 Reduce 15.29% 0.18 $40.22–45.40 · VW $42.99i $90,319,000 SEC
2017   Q2 2,395,550 1.18 $44.79 $107,297,000 SEC
2017   Q1 2,395,550 1.03 Reduce 0.62% <0.01 $40.38–44.35 · VW $42.17i $100,948,000 SEC
2016   Q4 2,410,553 0.92 Reduce 4.35% 0.04 $38.93–43.41 · VW $41.79i $95,410,000 SEC
2016   Q3 2,520,097 0.86 Reduce 1.70% 0.02 $33.02–40.69 · VW $37.66i $89,640,000 SEC
2016   Q2 2,563,673 0.88 Add 18.79% 0.14 $30.56–37.06 · VW $34.71i $85,550,000 SEC
2016   Q1 2,158,173 0.81 Add 0.50% <0.01 $34.78–41.24 · VW $37.79i $84,277,000 SEC
2015   Q4 2,147,373 0.72 Reduce 4.82% 0.03 $31.00–42.23 · VW $36.36i $79,066,000 SEC
2015   Q3 2,256,158 0.71 Reduce 72.59% 1.97 $36.10–42.03 · VW $40.02i $84,064,000 SEC
2015   Q2 8,230,490 2.71 Reduce 2.94% 0.08 $38.25–51.94 · VW $43.59i $403,541,000 SEC
2015   Q1 8,479,393 2.77 Reduce 3.15% 0.09 $50.79–54.85 · VW $52.18i $435,162,000 SEC
2014   Q4 8,755,386 2.82 Add 333.42% 2.17 $50.49–59.43 · VW $54.58i $484,786,000 SEC
2014   Q3 2,020,049 0.60 Buy 0.60 $49.12–57.45 · VW $54.48i $110,315,000 SEC
2013   Q1 0 0.00 Sell 100.00% 2.36 $46.32–56.54 · VW $51.49i SEC
2012   Q4 12,179,526 2.36 Reduce 4.44% 0.11 $41.34–48.71 · VW $45.71i $510,322,000 SEC
2012   Q3 12,745,926 2.51 Add 12.27% 0.27 $38.87–44.64 · VW $42.50i $531,377,000 SEC
2012   Q2 11,353,326 2.09 Add 227.23% 1.45 $33.64–40.02 · VW $37.60i $420,035,000 SEC
2012   Q1 3,469,479 0.70 Add 5.39% 0.04 $35.04–42.61 · VW $37.75i $143,440,000 SEC
2011   Q4 3,292,179 0.56 Buy 0.56 $30.69–39.93 · VW $36.64i $105,416,000 SEC
Price snapshot:
Current price$32.83
52-week low$20.32
52-week high$34.92