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 |
|---|---|---|---|---|---|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
208
shares
|
$4,811
0.0% of portfolio
|
Q2 2025
Reduced 48.0%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
201
shares
|
$4,649
0.0% of portfolio
|
Q2 2025
Reduced 60.43%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
200
shares
|
$4,626
0.0% of portfolio
|
Q2 2024
Reduced 60.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
200
shares
|
$4,626
0.0% of portfolio
|
Q2 2024
Reduced 84.59%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
192
shares
|
$4,440
0.0% of portfolio
|
Q2 2025
Reduced 44.51%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
167
shares
|
$3,862
0.0% of portfolio
|
Q2 2025
Added 289.22%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
163
shares
|
$3,770
0.0% of portfolio
|
Q4 2024
Reduced 39.63%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
145
shares
|
$3,353
0.0% of portfolio
|
Q3 2023
Added 31.82%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
127
shares
|
$2,937
0.0% of portfolio
|
Q2 2025
Reduced 85.06%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
126
shares
|
$2,914
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
120
shares
|
$2,775
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
117
shares
|
$2,706
0.0% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
110
shares
|
$2,544
0.0% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
109
shares
|
$2,521
0.0% of portfolio
|
Q2 2025
Reduced 52.61%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
106
shares
|
$2,451
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
100
shares
|
$2,313
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
100
shares
|
$2,313
0.0% of portfolio
|
Q2 2021
Reduced 33.33%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
92
shares
|
$2,127
0.0% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
86
shares
|
$1,989
0.0% of portfolio
|
Q2 2025
Added 48.28%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
85
shares
|
$1,966
0.0% of portfolio
|
Q2 2025
Reduced 60.47%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
75
shares
|
$1,734
0.0% of portfolio
|
Q4 2023
Added 1.35%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
72
shares
|
$1,665
0.0% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
70
shares
|
$1,619
0.0% of portfolio
|
Q2 2023
Reduced 19.54%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
68
shares
|
$1,572
0.0% of portfolio
|
Q2 2025
Reduced 12.82%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
67
shares
|
$1,549
0.0% of portfolio
|
Q2 2025
Added 52.27%
|