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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,392
shares
|
$34,131
0.0% of portfolio
|
Q1 2025
Added 91.21%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
1,237
shares
|
$30,331
0.01% of portfolio
|
Q4 2023
Reduced 20.3%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
1,200
shares
|
$29,424
0.0% of portfolio
|
Q1 2023
Added 119900.0%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
1,175
shares
|
$28,811
0.01% of portfolio
|
Q1 2025
Added 27.72%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,134
shares
|
$27,805
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,113
shares
|
$27,290
0.0% of portfolio
|
Q2 2025
Added 91.24%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,008
shares
|
$24,716
0.0% of portfolio
|
Q1 2025
Reduced 12.88%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
991
shares
|
$24,299
0.0% of portfolio
|
Q1 2025
Reduced 32.31%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
950
shares
|
$23,294
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
857
shares
|
$21,013
0.0% of portfolio
|
Q1 2025
Reduced 47.78%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
735
shares
|
$18,022
0.01% of portfolio
|
Q2 2025
Reduced 84.94%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
685
shares
|
$16,796
0.0% of portfolio
|
Q2 2025
Added 77.0%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
675
shares
|
$16,551
0.01% of portfolio
|
Q4 2022
Reduced 38.47%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
670
shares
|
$16,428
0.01% of portfolio
|
Q4 2017
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
664
shares
|
$16,281
0.04% of portfolio
|
Q3 2023
Added 0.91%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
651
shares
|
$15,962
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
646
shares
|
$15,839
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
630
shares
|
$15,447
0.01% of portfolio
|
Q3 2024
Added 33.19%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
May 15, 2025 Q1 2025 |
616
shares
|
$15,104
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
604
shares
|
$14,810
0.0% of portfolio
|
Q2 2025
Reduced 27.14%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
600
shares
|
$14,712
0.0% of portfolio
|
Q4 2018
Reduced 56.36%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
600
shares
|
$14,712
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
586
shares
|
$14,368
0.0% of portfolio
|
Q1 2025
Added 66.95%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
561
shares
|
$13,755
0.01% of portfolio
|
Q2 2022
Reduced 13.02%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
533
shares
|
$13,069
0.0% of portfolio
|
Q1 2025
New holding
|