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 610 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 $5.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
71
shares
|
$1,419
0.0% of portfolio
|
Q4 2024
Reduced 79.89%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
70
shares
|
$1,399
0.0% of portfolio
|
Q2 2023
Reduced 19.54%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
69
shares
|
$1,379
0.0% of portfolio
|
Q3 2024
Reduced 48.89%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
51
shares
|
$1,019
0.0% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
49
shares
|
$979
0.0% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
48
shares
|
$959
0.0% of portfolio
|
Q3 2024
Reduced 28.36%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
48
shares
|
$959
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
44
shares
|
$879
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
41
shares
|
$819
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
40
shares
|
$799
0.0% of portfolio
|
Q3 2024
Reduced 34.43%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
38
shares
|
$759
0.0% of portfolio
|
Q4 2024
Reduced 83.19%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
34
shares
|
$679
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
31
shares
|
$619
0.0% of portfolio
|
Q3 2024
Reduced 62.65%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
26
shares
|
$519
0.0% of portfolio
|
Q2 2024
Added 4.0%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
25
shares
|
$499
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
24
shares
|
$479
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
23
shares
|
$459
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
20
shares
|
$399
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
15
shares
|
$299
0.0% of portfolio
|
Q3 2024
Added 650.0%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
15
shares
|
$299
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
12
shares
|
$239
0.0% of portfolio
|
Q3 2023
Reduced 75.51%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
10
shares
|
$199
0.0% of portfolio
|
Q3 2024
Reduced 76.74%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
8
shares
|
$159
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
6
shares
|
$119
0.0% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
5
shares
|
$99
0.0% of portfolio
|
Q4 2024
Reduced 86.49%
|