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 |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
349
shares
|
$8,072
0.0% of portfolio
|
Q2 2025
Reduced 44.87%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
342
shares
|
$7,910
0.0% of portfolio
|
Q2 2025
Added 776.92%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
340
shares
|
$7,864
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
328
shares
|
$7,586
0.01% of portfolio
|
Q4 2024
Reduced 42.15%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
328
shares
|
$7,586
0.01% of portfolio
|
Q4 2024
Reduced 42.15%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
300
shares
|
$6,939
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
300
shares
|
$6,939
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
291
shares
|
$6,730
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
289
shares
|
$6,684
0.0% of portfolio
|
Q2 2025
Reduced 45.78%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
281
shares
|
$6,499
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
280
shares
|
$6,476
0.0% of portfolio
|
Q2 2025
Reduced 34.88%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
264
shares
|
$6,106
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
259
shares
|
$5,990
0.0% of portfolio
|
Q4 2024
Reduced 50.29%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
259
shares
|
$5,990
0.0% of portfolio
|
Q4 2023
Reduced 7.83%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
258
shares
|
$5,967
0.0% of portfolio
|
Q2 2025
Added 24.04%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
257
shares
|
$5,944
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
256
shares
|
$5,921
0.0% of portfolio
|
Q1 2024
Reduced 83.26%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
250
shares
|
$5,782
0.0% of portfolio
|
Q2 2025
Reduced 88.89%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
245
shares
|
$5,666
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
242
shares
|
$5,597
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
240
shares
|
$5,551
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
239
shares
|
$5,528
0.0% of portfolio
|
Q2 2025
Added 819.23%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
229
shares
|
$5,296
0.0% of portfolio
|
Q2 2025
Reduced 33.62%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
217
shares
|
$5,019
0.0% of portfolio
|
Q1 2025
Reduced 25.94%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
215
shares
|
$4,972
0.0% of portfolio
|
Q2 2025
Added 12.57%
|