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 612 institutions that hold shares in the stock, with a total of 262 Million shares, which have been reported (via 13F filing form) to have a value of $5.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
10,786
shares
|
$216,690
0.02% of portfolio
|
Q3 2024
Reduced 85.89%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
10,769
shares
|
$216,349
0.01% of portfolio
|
Q4 2024
Reduced 31.43%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
10,589
shares
|
$212,733
0.02% of portfolio
|
Q2 2022
Added 2.45%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
10,514
shares
|
$211,226
0.02% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
10,490
shares
|
$210,744
0.01% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
10,385
shares
|
$208,634
0.0% of portfolio
|
Q3 2024
Reduced 8.96%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
10,328
shares
|
$207,489
0.01% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
10,151
shares
|
$203,933
0.01% of portfolio
|
Q3 2024
Reduced 17.84%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
10,047
shares
|
$201,844
0.15% of portfolio
|
Q4 2024
Added 59.48%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
9,902
shares
|
$198,931
0.05% of portfolio
|
Q3 2024
Reduced 46.3%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
9,889
shares
|
$198,670
0.04% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
9,780
shares
|
$196,480
0.0% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
9,668
shares
|
$194,230
0.15% of portfolio
|
Q2 2023
Reduced 0.36%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
9,535
shares
|
$191,558
0.02% of portfolio
|
Q3 2023
Reduced 2.65%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
9,397
shares
|
$188,785
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
9,046
shares
|
$181,734
0.06% of portfolio
|
Q1 2024
Reduced 5.78%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
8,491
shares
|
$170,584
0.01% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
8,388
shares
|
$168,514
0.02% of portfolio
|
Q4 2022
Reduced 65.57%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
8,300
shares
|
$166,747
0.0% of portfolio
|
Q2 2024
Added 13.7%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
8,279
shares
|
$166,325
0.0% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
8,119
shares
|
$163,110
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
7,559
shares
|
$151,860
0.01% of portfolio
|
Q4 2024
Added 10.61%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
7,415
shares
|
$148,967
0.09% of portfolio
|
Q3 2024
Added 58.81%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
6,907
shares
|
$138,761
0.0% of portfolio
|
Q1 2024
Reduced 1.1%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
6,811
shares
|
$136,832
0.01% of portfolio
|
Q4 2023
New holding
|