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 |
|---|---|---|---|---|---|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
257
shares
|
$5,163
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
256
shares
|
$5,143
0.0% of portfolio
|
Q1 2024
Reduced 83.26%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
242
shares
|
$4,861
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
240
shares
|
$4,821
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
215
shares
|
$4,319
0.0% of portfolio
|
Q4 2023
Reduced 83.5%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
200
shares
|
$4,018
0.0% of portfolio
|
Q2 2024
Reduced 60.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
200
shares
|
$4,018
0.0% of portfolio
|
Q2 2024
Reduced 84.59%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
191
shares
|
$3,837
0.0% of portfolio
|
Q2 2023
Reduced 13.96%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
168
shares
|
$3,375
0.0% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
145
shares
|
$2,913
0.0% of portfolio
|
Q4 2024
Reduced 39.08%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
145
shares
|
$2,913
0.0% of portfolio
|
Q3 2023
Added 31.82%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
145
shares
|
$2,913
0.0% of portfolio
|
Q3 2024
Added 16.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
125
shares
|
$2,511
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
122
shares
|
$2,450
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
121
shares
|
$2,430
0.0% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
120
shares
|
$2,410
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
107
shares
|
$2,149
0.0% of portfolio
|
Q3 2024
Reduced 40.22%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
100
shares
|
$2,009
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
100
shares
|
$2,009
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
100
shares
|
$2,009
0.0% of portfolio
|
Q2 2021
Reduced 33.33%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
100
shares
|
$2,009
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
96
shares
|
$1,928
0.0% of portfolio
|
Q4 2023
Added 1.05%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
90
shares
|
$1,808
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
79
shares
|
$1,587
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
75
shares
|
$1,506
0.0% of portfolio
|
Q4 2023
Added 1.35%
|