Institutional Ownership Franklin Resources Inc (BEN)
This table provides information about the institutional ownership of Franklin Resources Inc (BEN). We have compiled data on the 640 institutions that hold shares in the stock, with a total of 288 Million shares, which have been reported (via 13F filing form) to have a value of $6.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
27,732
shares
|
$641,441
0.0% of portfolio
|
Q3 2024
Added 35.68%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
27,634
shares
|
$639,174
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Aug 14, 2025 Q2 2025 |
27,588
shares
|
$638,110
0.03% of portfolio
|
Q2 2025
Reduced 39.25%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
27,469
shares
|
$635,357
0.0% of portfolio
|
Q2 2025
Reduced 10.68%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
27,426
shares
|
$634,363
0.06% of portfolio
|
Q1 2025
Added 13.91%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
27,071
shares
|
$626,152
0.0% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
27,033
shares
|
$625,273
0.0% of portfolio
|
Q2 2025
Added 7.81%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
26,847
shares
|
$620,971
0.15% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Oregon Public Employees Retirement Fund
|
Jul 25, 2025 Q2 2025 |
26,800
shares
|
$619,884
0.01% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
26,681
shares
|
$617,131
0.02% of portfolio
|
Q2 2025
Added 162.2%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
26,299
shares
|
$608,295
0.03% of portfolio
|
Q1 2023
Added 1.51%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
26,109
shares
|
$603,901
0.0% of portfolio
|
Q2 2025
Reduced 28.27%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
25,780
shares
|
$596,291
0.0% of portfolio
|
Q2 2025
Reduced 26.24%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
25,700
shares
|
$594,441
0.0% of portfolio
|
Q2 2025
Added 16.19%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
25,545
shares
|
$590,855
0.24% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Park National Corp
|
Oct 01, 2025 Q3 2025 |
25,422
shares
|
$588,010
0.02% of portfolio
|
Q3 2025
Added 8.43%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
25,410
shares
|
$587,733
0.07% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
25,183
shares
|
$582,482
0.0% of portfolio
|
Q2 2025
Reduced 63.38%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 12, 2025 Q2 2025 |
25,130
shares
|
$581,256
0.0% of portfolio
|
Q2 2025
Added 58.95%
|
|
|
Neos Investment Management LLC
Westport, CT |
Aug 13, 2025 Q2 2025 |
24,997
shares
|
$578,180
0.01% of portfolio
|
Q2 2025
Added 27.22%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
24,820
shares
|
$574,086
0.01% of portfolio
|
Q1 2025
Reduced 15.24%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Aug 07, 2025 Q2 2025 |
24,207
shares
|
$559,907
0.0% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
23,899
shares
|
$552,783
0.01% of portfolio
|
Q2 2025
Added 14.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
23,642
shares
|
$546,839
0.0% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
22,783
shares
|
$526,970
0.23% of portfolio
|
Q2 2025
Added 195.19%
|