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Franklin Resources (BEN) Institutional Ownership

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$32.08 +0.05 (+0.14%)
As of 10:07 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)
382
Total
Institutional Inflows
(last 12 months)
$1.29B
Number of
Institutional Sellers
(last 12 months)
272
Total
Institutional Outflows
(last 12 months)
$1.10B
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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
5/14/2026Bank of Nova Scotia25,605$605K0.0%-91.7%0.005%
5/14/2026Sei Investments Co.215,439$5.09M0.0%+34.2%0.041%
5/14/2026Lido Advisors LLC10,194$244K0.0%+4.0%0.002%
5/14/2026State of Wyoming15,812$373K0.0%N/A0.003%
5/13/2026Cetera Investment Advisers127,630$3.02M0.0%-15.8%0.025%
5/13/2026Icon Advisers Inc. Co.11,900$281K0.1%N/A0.002%
5/13/2026Kopernik Global Investors LLC3,522,587$83.20M5.8%+4.6%0.678%
5/13/2026First Citizens Bank & Trust Co.553,126$13.07M0.2%+1.2%0.106%
5/13/2026First Trust Advisors LP1,841,664$43.50M0.0%-5.8%0.354%
5/8/2026 PNC Financial Services Group Inc.167,807$3.96M0.0%-1.1%0.032%
5/7/2026 Dimensional Fund Advisors LP10,860,325$256.50M0.1%-0.2%2.090%
5/7/2026 Parallel Advisors LLC8,555$202K0.0%-7.8%0.002%
5/7/2026 Ironwood Investment Counsel LLC43,921$1.04M0.1%+6.3%0.008%
5/7/2026 KBC Group NV18,556$438K0.0%+10.7%0.004%
5/7/2026 S&CO Inc.23,245$549K0.0%-50.0%0.004%
5/7/2026 SEB Asset Management AB593,519$14.02M0.1%N/A0.114%
5/7/2026 Swiss National Bank567,600$13.41M0.0%+0.8%0.109%
5/6/2026 California Public Employees Retirement System566,045$13.37M0.0%-3.3%0.109%
5/6/2026 Forty three Eighteen Advisors LLC66,901$1.58M1.2%N/A0.013%
5/6/2026 Allspring Global Investments Holdings LLC17,439$411K0.0%+9.9%0.003%
5/5/2026 Bastion Asset Management Inc.272,892$6.67M2.1%-15.1%0.053%
5/5/2026 Wealthfront Advisers LLC11,028$260K0.0%N/A0.002%
5/5/2026 D.A. Davidson & CO.28,429$671K0.0%-2.4%0.005%
5/5/2026 Bank of New York Mellon Corp4,584,695$108.29M0.0%+22.7%0.882%
5/5/2026 Blackhawk Capital Partners LLC68,028$1.61M0.6%-11.0%0.013%
5/5/2026 Geneos Wealth Management Inc.3,671$87K0.0%+12.2%0.001%
5/5/2026 Sigma Planning Corp67,747$1.60M0.0%+0.6%0.013%
5/5/2026 Maryland State Retirement & Pension System14,555$344K0.0%-14.3%0.003%
5/4/2026 Principal Financial Group Inc.341,384$8.06M0.0%-2.6%0.066%
5/4/2026 Y.D. More Investments Ltd4,816$114K0.0%+2,069.4%0.001%
5/1/2026 Fifth Third Bancorp168,306$3.98M0.0%+1,893.2%0.032%
5/1/2026 Sovran Advisors LLC30,834$728K0.1%-12.5%0.006%
5/1/2026 Simplicity Wealth LLC10,288$243K0.0%+10.9%0.002%
5/1/2026 Sequoia Financial Advisors LLC28,880$682K0.0%-4.1%0.006%
4/30/2026 Elevated Capital Advisors LLC4,612$109K0.0%-87.0%0.001%
4/30/2026 Kestra Advisory Services LLC21,561$509K0.0%+14.5%0.004%
4/30/2026 Sumitomo Mitsui Trust Group Inc.206,206$4.87M0.0%-30.6%0.040%
4/30/2026 Resona Asset Management Co. Ltd.82,819$1.90M0.0%-6.1%0.016%
4/30/2026 Quantum Portfolio Management LLC39,851$941K0.0%N/A0.008%
4/29/2026 Unison Advisors LLC114,449$2.74M0.2%+2.5%0.022%
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4/28/2026 Abel Hall LLC30,465$720K0.2%+26.2%0.006%
4/28/2026 Whittier Trust Co. of Nevada Inc.4,900$115K0.0%-35.1%0.001%
4/28/2026 Ascentis Independent Advisors19,534$461K0.0%+33.7%0.004%
4/28/2026 Stephens Inc. AR15,679$370K0.0%-13.2%0.003%
4/28/2026 Revisor Wealth Management LLC12,137$288K0.1%-8.3%0.002%
4/27/2026 IRON Financial LLC9,461$223K0.1%N/A0.002%
4/27/2026 PFG Investments LLC10,422$246K0.0%+23.5%0.002%
4/27/2026 Y Intercept Hong Kong Ltd264,778$6.25M0.1%N/A0.051%
4/27/2026 Leonteq Securities AG8,508$201K0.0%+577.4%0.002%
4/27/2026 Sound Income Strategies LLC546,134$12.88M0.6%-2.2%0.105%
4/25/2026 Strs Ohio92,418$2.18M0.0%-0.9%0.018%
4/25/2026 Keybank National Association OH16,012$378K0.0%+62.7%0.003%
4/24/2026 Acorn Financial Advisory Services Inc. ADV24,162$571K0.1%N/A0.005%
4/24/2026 iA Global Asset Management Inc.16,537$391K0.0%N/A0.003%
4/23/2026 Apollon Wealth Management LLC9,078$214K0.0%N/A0.002%
4/22/2026 Janney Montgomery Scott LLC500,897$11.83M0.0%-3.5%0.096%
4/22/2026 Pictet Asset Management Holding SA62,349$1.47M0.0%+5.3%0.012%
4/22/2026 Sterling Capital Management LLC86,675$2.05M0.0%-3.6%0.017%
4/21/2026 Foster & Motley Inc.36,975$873K0.0%+302.4%0.007%
4/21/2026 Louisiana State Employees Retirement System15,700$371K0.0%N/A0.003%
4/21/2026 Contravisory Investment Management Inc.29,880$706K0.1%+2.7%0.006%
4/17/2026 SVB Wealth LLC126,848$3.00M0.2%+20.6%0.024%
4/16/2026 SG Americas Securities LLC284,463$6.72M0.0%+5.1%0.055%
4/16/2026 Park National Corp OH19,518$461K0.0%-24.1%0.004%
3/20/2026 Hsbc Holdings PLC1,119,809$26.82M0.0%-2.4%0.215%
3/9/2026Corient Private Wealth LLC29,943$715K0.0%+70.1%0.006%
3/6/2026 Hsbc Holdings PLC1,119,809$26.82M0.0%-2.4%0.215%
2/24/2026 Pacer Advisors Inc.30,627$732K0.0%-5.6%0.006%
2/20/2026Kinloch Capital LLC134,998$3.23M1.4%-16.4%0.026%
2/19/2026 Invesco Ltd.10,122,937$241.84M0.0%+8.2%1.944%
2/19/2026Corient Private Wealth LLC29,943$714K0.0%+70.1%0.006%
2/18/2026Ameriflex Group Inc.1,175$28K0.0%-73.0%0.000%
2/18/2026Mercer Global Advisors Inc. ADV225,478$5.39M0.0%+2.6%0.043%
2/18/2026Beacon Pointe Advisors LLC47,784$1.14M0.0%+1.6%0.009%
2/18/2026First Citizens Bank & Trust Co.546,491$13.06M0.2%+5,903.4%0.105%
2/18/2026State of Tennessee Department of Treasury288,387$6.89M0.0%+6.9%0.055%
2/18/2026Mackenzie Financial Corp162,440$3.87M0.0%+15.6%0.031%
2/18/2026NewEdge Advisors LLC12,084$289K0.0%-18.9%0.002%
2/18/2026Empowered Funds LLC20,356$486K0.0%+11.0%0.004%
2/18/2026XTX Topco Ltd59,681$1.43M0.0%+160.7%0.011%
2/18/2026Voloridge Investment Management LLC1,765,840$42.19M0.1%+12.4%0.339%
2/18/2026Wellington Management Group LLP92,400$2.21M0.0%-0.8%0.018%
2/18/2026SummitTX Capital L.P.198,594$4.74M0.1%+158.7%0.038%
2/18/2026Toronto Dominion Bank85,116$2.03M0.0%-43.0%0.016%
2/18/2026 Summit Securities Group LLC3,636$87K0.0%+587.3%0.001%
2/18/2026Prana Capital Management LP904,970$21.62M0.8%+5.1%0.174%
2/18/2026Numerai GP LLC58,486$1.40M0.2%N/A0.011%
2/18/2026Man Group plc129,373$3.09M0.0%+102.5%0.025%
2/18/2026Janus Henderson Group PLC140,340$3.35M0.0%-5.3%0.027%
2/18/2026Gotham Asset Management LLC122,238$2.92M0.0%-0.5%0.023%
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2/18/2026Engineers Gate Manager LP324,103$7.74M0.1%+10.7%0.062%
2/18/2026Capitolis Liquid Global Markets LLC230,718$5.51M0.0%N/A0.044%
2/18/2026Cinctive Capital Management LP256,361$6.12M0.3%+216.4%0.049%
2/18/2026Balyasny Asset Management L.P.767,683$18.34M0.0%N/A0.147%
2/18/2026Azora Capital LP5,796,575$138.48M8.7%+78.8%1.113%
2/18/2026Banco Bilbao Vizcaya Argentaria S.A.90,703$2.17M0.0%-4.0%0.017%
2/18/2026Auxier Asset Management LLC50,877$1.22M0.2%-4.5%0.010%
2/17/2026Guggenheim Capital LLC47,186$1.13M0.0%-59.4%0.009%
2/17/2026AQR Capital Management LLC1,268,912$30.31M0.0%+65.4%0.244%
2/17/2026 Abel Hall LLC24,145$577K0.1%+10.9%0.005%


BEN Institutional Ownership - Frequently Asked Questions

During the previous two years, 637 institutional investors and hedge funds held shares of Franklin Resources. The most heavily invested institutionals were Vanguard Group Inc. ($886.55M), Capital Research Global Investors ($675.41M), Power Corp of Canada ($640.29M), State Street Corp ($502.34M), Dimensional Fund Advisors LP ($256.50M), Invesco Ltd. ($241.84M), and Geode Capital Management LLC ($192.77M).Learn more on Franklin Resources' institutional investors.

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

Of the 553 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 ($31.43M), Norges Bank ($9.30M), Azora Capital LP ($5.80M), Squarepoint Ops LLC ($4.53M), Dimensional Fund Advisors LP ($3.10M), JPMorgan Chase & Co. ($3.01M), and Bank of New York Mellon Corp ($2.93M).

Institutional investors have bought a total of 55,430,684 shares in the last 24 months. This purchase volume represents approximately $1.29B in transactions.

Of the 267 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: Royal Bank of Canada ($7.48M), Marshall Wace LLP ($3.80M), Amundi ($3.29M), Invesco Ltd. ($2.63M), AQR Capital Management LLC ($2.56M), State Street Corp ($2.31M), and Holocene Advisors LP ($2.10M).

Institutional investors have sold a total of 47,157,454 shares in the last 24 months. This volume of shares sold represents approximately $1.10B in transactions.



This page (NYSE:BEN) was last updated on 5/14/2026 by MarketBeat.com Staff.
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