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 |
|---|---|---|---|---|---|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
108
shares
|
$2,648
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
108
shares
|
$2,648
0.0% of portfolio
|
Q1 2025
Reduced 72.52%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
106
shares
|
$2,599
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
100
shares
|
$2,452
0.0% of portfolio
|
Q2 2021
Reduced 33.33%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
100
shares
|
$2,452
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
95
shares
|
$2,329
0.0% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
92
shares
|
$2,255
0.0% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
88
shares
|
$2,157
0.0% of portfolio
|
Q1 2025
Reduced 26.67%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
78
shares
|
$1,912
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
75
shares
|
$1,839
0.0% of portfolio
|
Q4 2023
Added 1.35%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
72
shares
|
$1,765
0.0% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
70
shares
|
$1,716
0.0% of portfolio
|
Q2 2023
Reduced 19.54%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
67
shares
|
$1,642
0.0% of portfolio
|
Q1 2025
Added 123.33%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
64
shares
|
$1,569
0.0% of portfolio
|
Q1 2025
Reduced 94.83%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
58
shares
|
$1,422
0.0% of portfolio
|
Q2 2025
Added 38.1%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
58
shares
|
$1,422
0.0% of portfolio
|
Q1 2025
Reduced 97.8%
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
52
shares
|
$1,275
0.0% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
49
shares
|
$1,201
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
47
shares
|
$1,152
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
45
shares
|
$1,103
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
44
shares
|
$1,078
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
41
shares
|
$1,005
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
41
shares
|
$1,005
0.0% of portfolio
|
Q1 2025
Reduced 88.18%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
40
shares
|
$980
0.0% of portfolio
|
Q2 2025
Added 700.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
39
shares
|
$956
0.0% of portfolio
|
Q1 2025
Reduced 64.22%
|