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 |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
67
shares
|
$1,485
0.0% of portfolio
|
Q3 2025
Added 219.05%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
66
shares
|
$1,463
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
57
shares
|
$1,263
0.0% of portfolio
|
Q3 2025
Added 21.28%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
56
shares
|
$1,241
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
56
shares
|
$1,241
0.0% of portfolio
|
Q2 2025
Added 273.33%
|
|
|
West Financial Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
54
shares
|
$1,197
0.0% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
50
shares
|
$1,108
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
47
shares
|
$1,041
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
44
shares
|
$975
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
41
shares
|
$908
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
40
shares
|
$886
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
40
shares
|
$886
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
38
shares
|
$842
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
36
shares
|
$798
0.0% of portfolio
|
Q2 2025
Reduced 68.97%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
36
shares
|
$798
0.0% of portfolio
|
Q2 2025
Reduced 46.27%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
35
shares
|
$775
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
34
shares
|
$753
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
34
shares
|
$753
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
33
shares
|
$731
0.0% of portfolio
|
Q2 2025
Added 153.85%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
31
shares
|
$687
0.0% of portfolio
|
Q2 2025
Reduced 56.34%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
29
shares
|
$642
0.0% of portfolio
|
Q3 2025
Added 38.1%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
28
shares
|
$620
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
27
shares
|
$598
0.0% of portfolio
|
Q3 2025
Reduced 76.92%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
27
shares
|
$598
0.0% of portfolio
|
Q3 2025
Added 17.39%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
20
shares
|
$443
0.0% of portfolio
|
Q2 2024
New holding
|
|