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 |
|---|---|---|---|---|---|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
38
shares
|
$931
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
34
shares
|
$833
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
33
shares
|
$809
0.0% of portfolio
|
Q2 2025
Added 153.85%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
31
shares
|
$760
0.0% of portfolio
|
Q2 2025
Reduced 56.34%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
30
shares
|
$735
0.0% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
26
shares
|
$637
0.0% of portfolio
|
Q1 2025
Reduced 38.1%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
26
shares
|
$637
0.0% of portfolio
|
Q1 2025
Added 73.33%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
26
shares
|
$637
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
21
shares
|
$514
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
20
shares
|
$490
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
15
shares
|
$367
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
15
shares
|
$367
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
12
shares
|
$294
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
12
shares
|
$294
0.0% of portfolio
|
Q3 2023
Reduced 75.51%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
9
shares
|
$220
0.0% of portfolio
|
Q1 2025
Reduced 99.7%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
9
shares
|
$220
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
7
shares
|
$171
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
5
shares
|
$122
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
1
shares
|
$24
0.0% of portfolio
|
Q1 2025
Reduced 98.92%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2022
Closed
|