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 621 institutions that hold shares in the stock, with a total of 282 Million shares, which have been reported (via 13F filing form) to have a value of $6.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,802
shares
|
$93,225
0.01% of portfolio
|
Q1 2025
Added 79.76%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
3,443
shares
|
$84,422
0.01% of portfolio
|
Q1 2025
Reduced 39.2%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
3,379
shares
|
$82,853
0.0% of portfolio
|
Q2 2025
Added 245.15%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
3,251
shares
|
$79,714
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
3,230
shares
|
$79,199
0.01% of portfolio
|
Q1 2025
Added 6.85%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
3,179
shares
|
$77,949
0.04% of portfolio
|
Q1 2025
Reduced 79.54%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
3,139
shares
|
$76,968
0.01% of portfolio
|
Q1 2025
Added 78.25%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,901
shares
|
$71,132
0.0% of portfolio
|
Q4 2024
Reduced 36.3%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,859
shares
|
$70,102
0.0% of portfolio
|
Q1 2025
Added 19.97%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
2,603
shares
|
$63,825
0.0% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,484
shares
|
$60,907
0.0% of portfolio
|
Q1 2025
Reduced 40.06%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
2,400
shares
|
$58,848
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,050
shares
|
$50,266
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
2,000
shares
|
$49,040
0.02% of portfolio
|
Q2 2023
Added 100.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,957
shares
|
$47,985
0.0% of portfolio
|
Q4 2024
Added 561.15%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
1,914
shares
|
$46,931
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,896
shares
|
$46,489
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1,829
shares
|
$44,847
0.0% of portfolio
|
Q1 2025
Added 111.69%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,749
shares
|
$42,885
0.0% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
1,668
shares
|
$40,899
0.0% of portfolio
|
Q1 2025
Added 49.87%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
1,639
shares
|
$40,188
0.0% of portfolio
|
Q1 2025
Reduced 37.44%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,541
shares
|
$37,785
0.0% of portfolio
|
Q1 2025
Reduced 9.94%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,506
shares
|
$36,927
0.0% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,419
shares
|
$34,793
0.0% of portfolio
|
Q2 2024
Added 1.0%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
1,400
shares
|
$34,328
0.01% of portfolio
|
Q1 2024
Reduced 17.65%
|