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 615 institutions that hold shares in the stock, with a total of 263 Million shares, which have been reported (via 13F filing form) to have a value of $5.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
3,476
shares
|
$77,306
0.01% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
3,201
shares
|
$71,190
0.0% of portfolio
|
Q3 2024
Added 16.53%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,901
shares
|
$64,518
0.0% of portfolio
|
Q4 2024
Reduced 36.3%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
2,891
shares
|
$64,295
0.01% of portfolio
|
Q3 2024
Added 15.92%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
2,636
shares
|
$58,624
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
2,604
shares
|
$57,912
0.0% of portfolio
|
Q3 2024
Added 30.2%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
2,363
shares
|
$52,553
0.0% of portfolio
|
Q4 2024
Reduced 19.24%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
2,298
shares
|
$51,107
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,193
shares
|
$48,772
0.0% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
2,177
shares
|
$48,416
0.0% of portfolio
|
Q3 2024
Reduced 24.7%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
2,063
shares
|
$45,881
0.0% of portfolio
|
Q3 2024
Reduced 87.66%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,050
shares
|
$45,592
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
2,000
shares
|
$44,480
0.0% of portfolio
|
Q1 2022
Reduced 85.07%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
2,000
shares
|
$44,480
0.02% of portfolio
|
Q2 2023
Added 100.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,957
shares
|
$43,523
0.0% of portfolio
|
Q4 2024
Added 561.15%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
1,914
shares
|
$42,567
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,896
shares
|
$42,167
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,790
shares
|
$39,809
0.0% of portfolio
|
Q3 2024
Added 1470.18%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,779
shares
|
$39,564
0.0% of portfolio
|
Q3 2024
Added 254.38%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
1,761
shares
|
$39,164
0.01% of portfolio
|
Q4 2024
Reduced 9.55%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,690
shares
|
$37,585
0.0% of portfolio
|
Q3 2024
Reduced 90.69%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
1,500
shares
|
$33,360
0.0% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,419
shares
|
$31,558
0.0% of portfolio
|
Q2 2024
Added 1.0%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
1,400
shares
|
$31,135
0.01% of portfolio
|
Q1 2024
Reduced 17.65%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
1,342
shares
|
$29,846
0.01% of portfolio
|
Q2 2024
New holding
|