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 |
|---|---|---|---|---|---|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
1,237
shares
|
$24,851
0.01% of portfolio
|
Q4 2023
Reduced 20.3%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
1,200
shares
|
$24,108
0.0% of portfolio
|
Q1 2023
Added 119900.0%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,156
shares
|
$23,224
0.0% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,136
shares
|
$22,822
0.0% of portfolio
|
Q3 2024
Added 81.47%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,134
shares
|
$22,782
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Altshuler Shaham LTD
|
Nov 14, 2024 Q3 2024 |
1,025
shares
|
$20,592
0.0% of portfolio
|
Q3 2024
Reduced 16.33%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
1,000
shares
|
$20,090
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
920
shares
|
$18,482
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
898
shares
|
$18,040
0.0% of portfolio
|
Q3 2024
Reduced 38.2%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
850
shares
|
$17,076
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
829
shares
|
$16,654
0.0% of portfolio
|
Q3 2024
Added 56.12%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
675
shares
|
$13,560
0.01% of portfolio
|
Q4 2022
Reduced 38.47%
|
|
|
Red Cedar Capital, LLC
|
Feb 06, 2023 Q4 2022 |
670
shares
|
$13,460
0.01% of portfolio
|
Q4 2017
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
664
shares
|
$13,339
0.04% of portfolio
|
Q3 2023
Added 0.91%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
651
shares
|
$13,078
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
630
shares
|
$12,656
0.01% of portfolio
|
Q3 2024
Added 33.19%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
600
shares
|
$12,054
0.0% of portfolio
|
Q4 2018
Reduced 56.36%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
600
shares
|
$12,054
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
575
shares
|
$11,551
0.0% of portfolio
|
Q4 2024
Added 2200.0%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
567
shares
|
$11,391
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
567
shares
|
$11,391
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
561
shares
|
$11,270
0.01% of portfolio
|
Q2 2022
Reduced 13.02%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
531
shares
|
$10,667
0.0% of portfolio
|
Q3 2024
Added 46.28%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
521
shares
|
$10,466
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
516
shares
|
$10,366
0.0% of portfolio
|
Q3 2024
Reduced 55.52%
|