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 |
|---|---|---|---|---|---|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
651
shares
|
$15,057
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
632
shares
|
$14,618
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Jul 28, 2025 Q2 2025 |
616
shares
|
$14,248
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
604
shares
|
$13,970
0.0% of portfolio
|
Q2 2025
Reduced 27.14%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
600
shares
|
$13,878
0.0% of portfolio
|
Q4 2018
Reduced 56.36%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
600
shares
|
$13,878
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
600
shares
|
$13,878
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
600
shares
|
$13,878
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
586
shares
|
$13,554
0.01% of portfolio
|
Q1 2025
Added 66.95%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
573
shares
|
$13,253
0.0% of portfolio
|
Q2 2025
Reduced 58.84%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
567
shares
|
$13,114
0.0% of portfolio
|
Q2 2025
Reduced 12.23%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
561
shares
|
$12,975
0.01% of portfolio
|
Q2 2022
Reduced 13.02%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
531
shares
|
$12,282
0.0% of portfolio
|
Q2 2025
Added 290.44%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
510
shares
|
$11,796
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
500
shares
|
$11,565
0.0% of portfolio
|
Q4 2023
Reduced 85.13%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
500
shares
|
$11,565
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
500
shares
|
$11,565
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
500
shares
|
$11,565
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
494
shares
|
$11,426
0.0% of portfolio
|
Q2 2025
Added 157.29%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
486
shares
|
$11,241
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
484
shares
|
$11,194
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
417
shares
|
$9,645
0.0% of portfolio
|
Q2 2025
Reduced 51.34%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
400
shares
|
$9,252
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
397
shares
|
$9,182
0.0% of portfolio
|
Q2 2025
Added 782.22%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
366
shares
|
$8,465
0.0% of portfolio
|
Q2 2025
New holding
|