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Franklin Resources (BEN) Institutional Ownership

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$24.84 -0.35 (-1.37%)
Closing price 08/7/2025 03:59 PM Eastern
Extended Trading
$24.87 +0.03 (+0.12%)
As of 05:07 AM Eastern
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Institutional Ownership Changes (13F Filings) for Franklin Resources (NYSE:BEN)

Current
Institutional Ownership
Percentage
47.56%
Number of
Institutional Buyers
(last 12 months)
366
Total
Institutional Inflows
(last 12 months)
$1.10B
Number of
Institutional Sellers
(last 12 months)
246
Total
Institutional Outflows
(last 12 months)
$482.68M
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BEN Institutional Buying and Selling by Quarter

Franklin Resources Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/7/2025Americana Partners LLC31,639$755K0.0%N/A0.006%
8/7/2025ProShare Advisors LLC8,677,417$206.96M0.4%+1.1%1.671%
8/7/2025Campbell & CO Investment Adviser LLC16,308$389K0.0%N/A0.003%
8/7/2025Connor Clark & Lunn Investment Management Ltd.103,110$2.46M0.0%-76.3%0.020%
8/7/2025Mitsubishi UFJ Asset Management Co. Ltd.580,431$13.84M0.0%-27.4%0.112%
8/7/2025Aviva PLC11,910$284K0.0%+8.2%0.002%
8/6/2025Summit Investment Advisors Inc.12,459$240K0.2%-62.0%0.002%
8/6/2025 AE Wealth Management LLC95,682$2.28M0.0%-85.3%0.018%
8/6/2025 Bastion Asset Management Inc.119,307$2.85M1.3%-46.8%0.023%
8/6/2025 Resona Asset Management Co. Ltd.102,623$2.44M0.0%-43.9%0.020%
8/5/2025 GPS Wealth Strategies Group LLC2,992$71K0.0%-13.1%0.001%
8/5/2025 Bank of New York Mellon Corp1,640,581$39.13M0.0%-4.1%0.312%
8/5/2025 Freestone Capital Holdings LLC26,681$636K0.0%+162.2%0.005%
8/5/2025 Bank of Montreal Can165,550$3.95M0.0%-4.6%0.032%
8/5/2025 Sigma Planning Corp67,379$1.61M0.0%+98.3%0.013%
8/5/2025 State of Michigan Retirement System84,337$2.01M0.0%-7.7%0.016%
8/5/2025 Alexander Randolph Advisory Inc.86,476$2.06M1.8%-0.6%0.016%
8/4/2025 AlphaStar Capital Management LLC18,477$441K0.0%N/A0.004%
8/4/2025 Creative Financial Designs Inc. ADV2,149$51K0.0%-17.4%0.000%
8/4/2025 Strs Ohio177,608$4.24M0.0%+2.7%0.034%
8/4/2025 Atria Investments Inc21,088$503K0.0%-20.4%0.004%
8/4/2025 Savvy Advisors Inc.11,202$267K0.0%-6.1%0.002%
8/4/2025 Assetmark Inc.2,777$66K0.0%+80.2%0.001%
8/1/2025 Mizuho Markets Americas LLC16,504$394K0.0%-73.9%0.003%
8/1/2025 Teacher Retirement System of Texas43,876$1.05M0.0%+4.2%0.008%
8/1/2025 Y Intercept Hong Kong Ltd148,786$3.55M0.1%N/A0.028%
8/1/2025 Bessemer Group Inc.12,529$299K0.0%+16.4%0.002%
8/1/2025 Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group44,971$1.07M0.7%-18.0%0.009%
8/1/2025 Envestnet Asset Management Inc.307,841$7.34M0.0%-2.5%0.059%
7/31/2025 Nisa Investment Advisors LLC114,551$2.77M0.0%+17.4%0.022%
7/31/2025 Brighton Jones LLC10,779$257K0.0%N/A0.002%
7/31/2025 MQS Management LLC8,425$201K0.1%N/A0.002%
7/31/2025 Linden Thomas Advisory Services LLC11,085$264K0.0%N/A0.002%
7/31/2025 State of New Jersey Common Pension Fund D87,657$2.09M0.0%-7.7%0.017%
7/31/2025 Keystone Financial Planning Inc.105,710$2.52M0.8%-2.1%0.020%
7/31/2025 Sumitomo Mitsui Trust Group Inc.343,382$8.19M0.0%-59.7%0.065%
7/31/2025 Moloney Securities Asset Management LLC33,549$800K0.1%+70.1%0.006%
7/31/2025 Asset Management One Co. Ltd.11,756$280K0.0%-89.3%0.002%
7/30/2025 First Citizens Bank & Trust Co.9,103$217K0.0%N/A0.002%
7/30/2025 Roman Butler Fullerton & Co.9,543$237K0.1%N/A0.002%
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7/30/2025 Schaper Benz & Wise Investment Counsel Inc. WI217,142$5.18M0.4%+1.7%0.041%
7/30/2025 Forum Financial Management LP13,904$332K0.0%N/A0.003%
7/30/2025 Ethic Inc.84,362$2.01M0.0%+25.1%0.016%
7/30/2025 D.A. Davidson & CO.27,033$645K0.0%+7.8%0.005%
7/30/2025 Dupree Financial Group LLC135,900$3.24M1.3%-0.7%0.026%
7/29/2025 Unison Advisors LLC111,625$2.70M0.3%+1.8%0.021%
7/29/2025 Stephens Inc. AR57,595$1.37M0.0%+3.5%0.011%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al33,500$799K0.0%N/A0.006%
7/29/2025 Mutual of America Capital Management LLC35,558$848K0.0%-1.4%0.007%
7/29/2025 Chevy Chase Trust Holdings LLC163,771$3.91M0.0%+0.7%0.031%
7/29/2025 Stratos Wealth Partners LTD.11,461$273K0.0%-69.7%0.002%
7/29/2025 Praxis Investment Management Inc.42,270$1.01M0.1%+177.0%0.008%
7/28/2025 Allianz Asset Management GmbH685,476$16.35M0.0%-4.5%0.130%
7/28/2025 Mutual Advisors LLC9,787$243K0.0%N/A0.002%
7/28/2025 TD Asset Management Inc56,454$1.35M0.0%-47.7%0.011%
7/28/2025 RFG Advisory LLC9,430$225K0.0%N/A0.002%
7/25/2025 NorthRock Partners LLC14,590$353K0.0%N/A0.003%
7/25/2025 Envestnet Portfolio Solutions Inc.11,357$271K0.0%-11.8%0.002%
7/25/2025 Sequoia Financial Advisors LLC16,567$395K0.0%N/A0.003%
7/25/2025 Vest Financial LLC2,904,475$69.27M1.0%+6.4%0.553%
7/25/2025 Yousif Capital Management LLC360,233$8.59M0.1%+1.8%0.069%
7/25/2025 MGO One Seven LLC14,372$343K0.0%+23.3%0.003%
7/25/2025 Allspring Global Investments Holdings LLC13,066$318K0.0%-4.4%0.002%
7/25/2025 CWM LLC6,197$148K0.0%-95.0%0.001%
7/25/2025 Vanguard Personalized Indexing Management LLC32,101$766K0.0%+55.3%0.006%
7/25/2025 Concurrent Investment Advisors LLC9,671$231K0.0%-8.3%0.002%
7/25/2025 Apollon Wealth Management LLC15,709$375K0.0%-42.4%0.003%
7/25/2025 IRON Financial LLC9,783$233K0.1%N/A0.002%
7/24/2025 Aberdeen Group plc210,744$5.03M0.0%+1.3%0.040%
7/24/2025 IFP Advisors Inc14,417$346K0.0%-14.5%0.003%
7/23/2025 Abel Hall LLC21,763$519K0.2%+34.7%0.004%
7/23/2025 Kingswood Wealth Advisors LLC9,001$215K0.0%N/A0.002%
7/23/2025 KLP Kapitalforvaltning AS59,400$1.43M0.0%-41.1%0.011%
7/22/2025 Simplicity Wealth LLC18,258$435K0.0%N/A0.003%
7/21/2025 QRG Capital Management Inc.17,929$428K0.0%-24.0%0.003%
7/21/2025 Grassi Investment Management14,835$354K0.0%-11.9%0.003%
7/21/2025 Boyar Asset Management Inc.11,398$272K0.2%-21.4%0.002%
7/21/2025 Mirae Asset Global Investments Co. Ltd.86,202$2.06M0.0%+5.7%0.016%
7/21/2025 ASR Vermogensbeheer N.V.14,228$339K0.0%-51.4%0.003%
7/18/2025 Gold Investment Management Ltd.39,697$966K0.4%+4.5%0.008%
7/18/2025 Robeco Institutional Asset Management B.V.139,135$3.32M0.0%-70.8%0.026%
7/18/2025 BSW Wealth Partners8,556$204K0.0%N/A0.002%
7/18/2025 Lynx Investment Advisory9,920$237K0.2%N/A0.002%
7/18/2025 PFG Investments LLC9,153$218K0.0%N/A0.002%
7/18/2025 Truist Financial Corp15,651$373K0.0%+14.9%0.003%
7/18/2025 Donald L. Hagan LLC9,389$224K0.1%-78.7%0.002%
7/17/2025 Janney Montgomery Scott LLC610,923$14.57M0.0%+1.9%0.116%
7/17/2025 V Square Quantitative Management LLC11,660$278K0.0%-38.9%0.002%
7/17/2025 Sound Income Strategies LLC583,016$13.91M0.8%+5.2%0.111%
7/17/2025 San Luis Wealth Advisors LLC33,083$789K0.2%N/A0.006%
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7/17/2025 Uncommon Cents Investing LLC167,837$4.00M1.1%-1.1%0.032%
7/16/2025 ORG Wealth Partners LLC22,783$554K0.2%+195.2%0.004%
7/16/2025 Twelve Points Wealth Management LLC178,885$4.27M1.1%+0.9%0.034%
7/16/2025 Signaturefd LLC3,938$94K0.0%+51.9%0.001%
7/16/2025 Paragon Capital Management Ltd11,207$267K0.0%+11.5%0.002%
7/16/2025 State of Alaska Department of Revenue34,827$830K0.0%-4.1%0.007%
7/16/2025 Patton Fund Management Inc.11,767$281K0.2%N/A0.002%
7/16/2025 CX Institutional3,379$81K0.0%+245.1%0.001%
7/15/2025 IMS Capital Management9,610$229K0.1%N/A0.002%
7/15/2025 Fifth Third Bancorp6,155$147K0.0%-58.7%0.001%
(Data available from 1/1/2016 forward)

BEN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BEN shares?

During the previous two years, 609 institutional investors and hedge funds held shares of Franklin Resources. The most heavily invested institutionals were BlackRock Inc. ($777.65M), Vanguard Group Inc. ($727.64M), Capital Research Global Investors ($675.41M), Power Corp of Canada ($640.29M), State Street Corp ($432.73M), Invesco Ltd. ($230.71M), and ProShare Advisors LLC ($206.96M).Learn more on Franklin Resources' institutional investors.

What percentage of Franklin Resources' stock is owned by institutional investors?

47.56% of Franklin Resources' stock is owned by institutional investors. Learn more on BEN's institutional investor holdings.

Which institutional investors have been buying Franklin Resources' stock?

Of the 518 institutional investors that purchased Franklin Resources' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Power Corp of Canada ($31.60M), Vanguard Group Inc. ($4.77M), Norges Bank ($4.31M), Capital Research Global Investors ($4.30M), ProShare Advisors LLC ($3.01M), Two Sigma Advisers LP ($2.80M), and Evergreen Quality Fund GP Ltd. ($2.61M).

How much institutional buying is happening at Franklin Resources?

Institutional investors have bought a total of 53,000,136 shares in the last 24 months. This purchase volume represents approximately $1.08B in transactions.

Which of Franklin Resources' major shareholders have been selling company stock?

Of the 242 institutional investors that sold Franklin Resources' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: AQR Capital Management LLC ($2.55M), Bank of New York Mellon Corp ($2.25M), Tudor Investment Corp ET AL ($1.39M), JPMorgan Chase & Co. ($1.31M), Legal & General Group Plc ($830.73K), Royal Bank of Canada ($812.34K), and Power Corp of Canada ($712.85K).

How much institutional selling is happening at Franklin Resources?

Institutional investors have sold a total of 23,308,136 shares in the last 24 months. This volume of shares sold represents approximately $478.00M in transactions.



This page (NYSE:BEN) was last updated on 8/8/2025 by MarketBeat.com Staff
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