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 |
|---|---|---|---|---|---|
|
Iron Financial, LLC
|
Jul 24, 2025 Q2 2025 |
9,783
shares
|
$226,280
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Aug 14, 2025 Q2 2025 |
9,754
shares
|
$225,610
0.04% of portfolio
|
Q2 2025
Reduced 69.19%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
9,750
shares
|
$225,517
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Neo Ivy Capital Management
New York, NY |
May 06, 2025 Q1 2025 |
9,674
shares
|
$223,759
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
9,671
shares
|
$223,690
0.0% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
9,668
shares
|
$223,620
0.15% of portfolio
|
Q2 2023
Reduced 0.36%
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
9,610
shares
|
$222,279
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
9,543
shares
|
$220,729
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
9,535
shares
|
$220,544
0.02% of portfolio
|
Q3 2023
Reduced 2.65%
|
|
|
Macquarie Group LTD
Australia, C3 |
Aug 14, 2025 Q2 2025 |
9,486
shares
|
$219,411
0.0% of portfolio
|
Q2 2025
Reduced 74.52%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
9,451
shares
|
$218,601
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
9,430
shares
|
$218,115
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
9,397
shares
|
$217,352
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Donald L. Hagan, LLC
|
Jul 18, 2025 Q2 2025 |
9,389
shares
|
$217,167
0.13% of portfolio
|
Q2 2025
Reduced 78.66%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
9,351
shares
|
$216,288
0.01% of portfolio
|
Q2 2025
Added 8.32%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
9,346
shares
|
$216,172
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
9,286
shares
|
$214,785
0.0% of portfolio
|
Q2 2025
Reduced 12.18%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
9,212
shares
|
$213,073
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
9,173
shares
|
$212,171
0.02% of portfolio
|
Q2 2025
Reduced 69.92%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
9,153
shares
|
$211,708
0.01% of portfolio
|
Q2 2025
Reduced 11.74%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
9,153
shares
|
$211,708
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
9,103
shares
|
$210,552
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
9,046
shares
|
$209,233
0.06% of portfolio
|
Q1 2024
Reduced 5.78%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
9,001
shares
|
$208,193
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,921
shares
|
$206,342
0.0% of portfolio
|
Q2 2025
New holding
|