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 |
|---|---|---|---|---|---|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
66
shares
|
$1,526
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
58
shares
|
$1,341
0.0% of portfolio
|
Q2 2025
Added 38.1%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
56
shares
|
$1,295
0.0% of portfolio
|
Q2 2025
Added 273.33%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
53
shares
|
$1,225
0.0% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
50
shares
|
$1,156
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
47
shares
|
$1,087
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
47
shares
|
$1,087
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
41
shares
|
$948
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
41
shares
|
$948
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
40
shares
|
$925
0.0% of portfolio
|
Q2 2025
Added 700.0%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
40
shares
|
$925
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
38
shares
|
$878
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
36
shares
|
$832
0.0% of portfolio
|
Q2 2025
Reduced 68.97%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
36
shares
|
$832
0.0% of portfolio
|
Q2 2025
Reduced 46.27%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
34
shares
|
$786
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fjarde Ap Fonden
|
Aug 01, 2025 Q2 2025 |
34
shares
|
$786
0.0% of portfolio
|
Q2 2025
Reduced 99.91%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
33
shares
|
$763
0.0% of portfolio
|
Q2 2025
Added 153.85%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
31
shares
|
$717
0.0% of portfolio
|
Q2 2025
Reduced 56.34%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
28
shares
|
$647
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
23
shares
|
$531
0.0% of portfolio
|
Q2 2025
Added 155.56%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
21
shares
|
$485
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
21
shares
|
$485
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
20
shares
|
$462
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
15
shares
|
$346
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
13
shares
|
$300
0.0% of portfolio
|
Q2 2025
Added 85.71%
|