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 672 institutions that hold shares in the stock, with a total of 274 Million shares, which have been reported (via 13F filing form) to have a value of $6.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
217
shares
|
$4,810
0.0% of portfolio
|
Q1 2025
Reduced 25.94%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
217
shares
|
$4,810
0.0% of portfolio
|
Q3 2025
Added 7.96%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
215
shares
|
$4,766
0.0% of portfolio
|
Q2 2025
Added 12.57%
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
200
shares
|
$4,434
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
200
shares
|
$4,434
0.0% of portfolio
|
Q2 2024
Reduced 84.59%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
200
shares
|
$4,434
0.0% of portfolio
|
Q2 2024
Reduced 60.0%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
188
shares
|
$4,167
0.0% of portfolio
|
Q3 2025
Reduced 28.79%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
187
shares
|
$4,145
0.0% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
163
shares
|
$3,613
0.0% of portfolio
|
Q4 2024
Reduced 39.63%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
145
shares
|
$3,214
0.0% of portfolio
|
Q3 2023
Added 31.82%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
144
shares
|
$3,192
0.0% of portfolio
|
Q3 2025
Added 32.11%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
127
shares
|
$2,815
0.0% of portfolio
|
Q2 2025
Reduced 85.06%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
120
shares
|
$2,660
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
112
shares
|
$2,483
0.0% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
109
shares
|
$2,416
0.0% of portfolio
|
Q3 2025
Added 62.69%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
100
shares
|
$2,217
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
100
shares
|
$2,217
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
100
shares
|
$2,217
0.0% of portfolio
|
Q2 2021
Reduced 33.33%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
92
shares
|
$2,039
0.0% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
91
shares
|
$2,017
0.0% of portfolio
|
Q3 2025
Reduced 27.78%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
85
shares
|
$1,884
0.0% of portfolio
|
Q2 2025
Reduced 60.47%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
75
shares
|
$1,662
0.0% of portfolio
|
Q4 2023
Added 1.35%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
70
shares
|
$1,551
0.0% of portfolio
|
Q2 2023
Reduced 19.54%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
69
shares
|
$1,529
0.0% of portfolio
|
Q3 2025
Added 18.97%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
68
shares
|
$1,507
0.0% of portfolio
|
Q2 2025
Reduced 12.82%
|
|