NYSE:BEN

Franklin Resources (BEN) Institutional Ownership

$26.26

+0.52 (+2.02%)

(As of 06/7/2023 ET)

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Today's Range: $25.77
▼
$26.38
50-Day Range: $24.01
▼
$27.16
52-Week Range: $20.24
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$34.37

Volume: 3.33 million shs
Average Volume: 3.55 million shs
Market Capitalization: $13.15 billion

P/E Ratio: 15.82
Dividend Yield: 4.57%
Price Target: $24.55

Current Institutional Ownership Percentage: 45.47%
Number of Institutional Buyers (last 12 months): 386
Total Institutional Inflows (last 12 months): $886.10 M
Number of Institutional Sellers (last 12 months): 265
Total Institutional Outflows (last 12 months): $805.74 M

BEN Institutional Buying and Selling by Quarter

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Franklin Resources Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/1/2023	ORG Partners LLC	19,695	$0.53M	0.1%	N/A	0.004%
5/26/2023	ProShare Advisors LLC	5,792,818	$156.06M	0.5%	-19.8%	1.157%
5/23/2023	Toroso Investments LLC	46,371	$1.25M	0.0%	+5.5%	0.009%
5/22/2023	Ameriprise Financial Inc.	282,961	$7.62M	0.0%	+11.1%	0.056%
5/18/2023	JPMorgan Chase & Co.	766,556	$20.65M	0.0%	+90.2%	0.153%
5/18/2023	New York State Common Retirement Fund	295,063	$7.95M	0.0%	-10.1%	0.059%

5/17/2023	Advisory Services Network LLC	10,775	$0.29M	0.0%	-47.2%	0.002%
5/17/2023	Wagner Wealth Management LLC	85,314	$2.30M	1.0%	-6.2%	0.017%
5/17/2023	Chevy Chase Trust Holdings LLC	166,389	$4.48M	0.0%	+1.4%	0.033%
5/16/2023	Mercer Global Advisors Inc. ADV	51,901	$1.40M	0.0%	-12.3%	0.010%
5/16/2023	AIMZ Investment Advisors LLC	94,523	$2.55M	1.1%	-1.0%	0.019%
5/16/2023	Sherbrooke Park Advisers LLC	11,100	$0.30M	0.5%	N/A	0.002%
5/16/2023	State Street Corp	31,285,038	$851.98M	0.0%	-16.2%	6.246%
5/16/2023	First Trust Advisors LP	2,121,838	$57.16M	0.1%	-19.7%	0.424%
5/16/2023	Fortis Capital Advisors LLC	10,589	$0.29M	0.2%	+17.7%	0.002%
5/16/2023	Geode Capital Management LLC	5,945,065	$159.80M	0.0%	-4.5%	1.187%
5/16/2023	Gallagher Fiduciary Advisors LLC	1,717,952	$46.28M	3.8%	-2.3%	0.343%
5/16/2023	HBK Sorce Advisory LLC	7,110	$0.29M	0.0%	N/A	0.001%
5/16/2023	AQR Capital Management LLC	168,258	$4.46M	0.0%	-80.9%	0.034%
5/16/2023	Balyasny Asset Management L.P.	2,058,664	$55.46M	0.1%	N/A	0.411%
5/16/2023	Belpointe Asset Management LLC	11,114	$0.30M	0.0%	+16.7%	0.002%
5/15/2023	Auxier Asset Management	110,350	$2.97M	0.5%	-0.6%	0.022%
5/15/2023	Schonfeld Strategic Advisors LLC	627,536	$16.91M	0.2%	-19.3%	0.125%
5/15/2023	Cubist Systematic Strategies LLC	160,438	$4.32M	0.0%	N/A	0.032%
5/15/2023	Meeder Asset Management Inc.	7,179	$0.19M	0.0%	N/A	0.001%
5/15/2023	Cornerstone Wealth Management LLC	11,812	$0.32M	0.0%	N/A	0.002%
5/15/2023	Public Employees Retirement System of Ohio	174,302	$4.70M	0.0%	+9.2%	0.035%
5/15/2023	Gillson Capital LP	134,878	$3.63M	0.3%	N/A	0.027%
5/15/2023	Gotham Asset Management LLC	193,048	$5.20M	0.1%	-8.7%	0.039%
5/15/2023	Two Sigma Investments LP	43,690	$1.18M	0.0%	+70.0%	0.009%
5/15/2023	Deutsche Bank AG	838,534	$22.59M	0.0%	-8.4%	0.167%
5/15/2023	Ensign Peak Advisors Inc	163,449	$4.40M	0.0%	+29.6%	0.033%
5/15/2023	Price T Rowe Associates Inc. MD	1,492,510	$40.21M	0.0%	+4.7%	0.298%
5/15/2023	Cetera Investment Advisers	282,191	$7.60M	0.1%	+0.6%	0.056%
5/15/2023	Nissay Asset Management Corp Japan ADV	32,638	$0.88M	0.0%	-2.9%	0.007%
5/15/2023	AXA S.A.	21,779	$0.59M	0.0%	+4.7%	0.004%
5/15/2023	Freestone Capital Holdings LLC	113,315	$3.05M	0.1%	+4.1%	0.023%
5/15/2023	Ossiam	30,605	$0.82M	0.0%	-68.2%	0.006%
5/15/2023	Seven Eight Capital LP	12,924	$0.35M	0.1%	N/A	0.003%
5/12/2023	Veritable L.P.	14,181	$0.38M	0.0%	+4.5%	0.003%

5/12/2023	SVB Wealth LLC	10,572	$0.29M	0.0%	-8.6%	0.002%
5/12/2023	State of Tennessee Treasury Department	42,064	$1.13M	0.0%	+3.4%	0.008%
5/12/2023	Gabelli Funds LLC	35,488	$0.96M	0.0%	-54.7%	0.007%
5/12/2023	Gamco Investors INC. ET AL	61,009	$1.64M	0.0%	-18.0%	0.012%
5/12/2023	Stifel Financial Corp	132,540	$3.57M	0.0%	-21.9%	0.026%
5/12/2023	Caisse DE Depot ET Placement DU Quebec	1,536	$41K	0.0%	N/A	0.000%
5/12/2023	Kinloch Capital LLC	119,990	$3.23M	1.9%	+21.1%	0.024%
5/12/2023	Great West Life Assurance Co. Can	334,914	$9.04M	0.0%	-3.2%	0.067%
5/12/2023	BlackRock Inc.	29,106,772	$784.14M	0.0%	-1.0%	5.811%
5/12/2023	MML Investors Services LLC	10,142	$0.27M	0.0%	-31.4%	0.002%
5/12/2023	Bank of America Corp DE	655,944	$17.67M	0.0%	-18.2%	0.131%
5/12/2023	Prudential Financial Inc.	451,782	$10.96M	0.0%	-7.8%	0.090%
5/12/2023	CIBC Asset Management Inc	51,249	$1.38M	0.0%	-8.2%	0.010%
5/12/2023	Stamos Capital Partners L.P.	112,150	$3.02M	0.8%	+10.5%	0.022%
5/12/2023	Franklin Resources Inc.	2,598,687	$70.01M	0.0%	+197.0%	0.519%
5/12/2023	Inceptionr LLC	30,887	$0.83M	0.3%	N/A	0.006%
5/12/2023	FORA Capital LLC	71,333	$1.92M	0.2%	N/A	0.014%
5/12/2023	HRT Financial LP	300,994	$8.11M	0.1%	N/A	0.060%
5/12/2023	Independent Advisor Alliance	55,069	$1.48M	0.1%	+2.7%	0.011%
5/12/2023	Norinchukin Bank The	14,888	$0.40M	0.0%	+3.4%	0.003%
5/12/2023	UBS Group AG	907,706	$24.45M	0.0%	-6.6%	0.181%
5/12/2023	Grantham Mayo Van Otterloo & Co. LLC	1,157,800	$31.19M	0.2%	-1.9%	0.231%
5/12/2023	Public Sector Pension Investment Board	68,058	$1.83M	0.0%	+1.0%	0.014%
5/12/2023	Elo Mutual Pension Insurance Co	24,043	$0.65M	0.0%	+5.4%	0.005%
5/12/2023	Sei Investments Co.	15,785	$0.43M	0.0%	N/A	0.003%
5/12/2023	Itau Unibanco Holding S.A.	6,778	$0.18M	0.0%	N/A	0.001%
5/12/2023	NewEdge Advisors LLC	18,902	$0.48M	0.0%	+38.3%	0.004%
5/12/2023	Ethic Inc.	84,636	$2.28M	0.1%	+8.3%	0.017%
5/12/2023	Moloney Securities Asset Management LLC	17,033	$0.46M	0.1%	+11.3%	0.003%
5/12/2023	Dimensional Fund Advisors LP	2,995,388	$80.68M	0.0%	+5.9%	0.598%
5/12/2023	CBOE Vest Financial LLC	338,324	$9.11M	1.2%	-15.5%	0.068%
5/12/2023	Aviva PLC	26,748	$0.72M	0.0%	-31.1%	0.005%
5/12/2023	BI Asset Management Fondsmaeglerselskab A S	1,240	$33K	0.0%	+85.1%	0.000%
5/12/2023	Wellington Management Group LLP	9,117	$0.25M	0.0%	-66.1%	0.002%
5/12/2023	Weaver C. Barksdale & Associates Inc.	58,288	$1.57M	1.5%	-4.7%	0.012%
5/12/2023	SeaCrest Wealth Management LLC	19,737	$0.53M	0.1%	-8.2%	0.004%
5/12/2023	Korea Investment CORP	239,435	$6.45M	0.0%	+61.9%	0.048%
5/12/2023	First Republic Investment Management Inc.	7,609	$0.21M	0.0%	-31.3%	0.002%
5/12/2023	ProShare Advisors LLC	5,792,818	$156.06M	0.5%	-19.8%	1.157%
5/12/2023	Charles Schwab Investment Management Inc.	1,829,885	$49.30M	0.0%	-70.9%	0.365%
5/12/2023	HighTower Advisors LLC	1,584,025	$42.66M	0.1%	+49.1%	0.316%
5/11/2023	Nomura Asset Management Co. Ltd.	659,356	$17.76M	0.1%	+1.5%	0.132%
5/11/2023	Cibc World Markets Corp	37,464	$1.01M	0.0%	-70.7%	0.007%
5/11/2023	Toronto Dominion Bank	136,247	$3.67M	0.0%	-7.8%	0.027%
5/11/2023	Angeles Wealth Management LLC	10,674	$0.29M	0.0%	-14.6%	0.002%
5/11/2023	Brown Brothers Harriman & Co.	26,387	$0.71M	0.0%	+3.5%	0.005%
5/11/2023	FMR LLC	340,713	$9.18M	0.0%	+2.8%	0.068%
5/11/2023	Cerity Partners LLC	12,614	$0.34M	0.0%	+14.3%	0.003%
5/11/2023	ExodusPoint Capital Management LP	132,996	$3.58M	0.0%	N/A	0.027%
5/11/2023	Natixis Advisors L.P.	28,419	$0.77M	0.0%	+16.5%	0.006%

5/11/2023	American Century Companies Inc.	304,813	$8.21M	0.0%	+472.2%	0.061%
5/11/2023	Envestnet Asset Management Inc.	1,576,101	$2.78M	0.0%	+937.6%	0.315%
5/11/2023	Industrial Alliance Investment Management Inc.	7,932	$0.21M	0.0%	N/A	0.002%
5/11/2023	Rhumbline Advisers	562,675	$15.16M	0.0%	+2.5%	0.112%
5/11/2023	Commonwealth Equity Services LLC	458,513	$12.35M	0.0%	-0.2%	0.092%
5/11/2023	Citigroup Inc.	326,813	$8.80M	0.0%	-11.9%	0.065%
5/11/2023	Guggenheim Capital LLC	427,012	$11.50M	0.1%	-6.4%	0.085%
5/11/2023	Cooper Financial Group	12,381	$0.33M	0.1%	+17.2%	0.002%
5/11/2023	Skandinaviska Enskilda Banken AB publ	50,481	$1.36M	0.0%	-3.2%	0.010%
5/10/2023	Intech Investment Management LLC	96,299	$2.59M	0.0%	+126.5%	0.019%

(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, 630 institutional investors and hedge funds held shares of Franklin Resources. The most heavily invested institutionals were State Street Corp ($851.98M), BlackRock Inc. ($784.14M), Vanguard Group Inc. ($697.42M), Capital Research Global Investors ($242.73M), Geode Capital Management LLC ($159.80M), ProShare Advisors LLC ($156.06M), and Invesco Ltd. ($153.76M).Learn more on BEN's institutional investors.
What percentage of Franklin Resources stock is owned by institutional investors?: 45.47% 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 565 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: State Street Corp ($8.64M), ProShare Advisors LLC ($2.57M), Allianz Asset Management GmbH ($2.56M), Invesco Ltd. ($2.30M), Marshall Wace LLP ($2.06M), Balyasny Asset Management L.P. ($2.06M), and BlackRock Inc. ($1.89M).

How much institutional buying is happening at Franklin Resources?: Institutional investors have bought a total of 76,461,529 shares in the last 24 months. This purchase volume represents approximately $2.11B in transactions.
Which Franklin Resources major shareholders have been selling company stock?: Of the 370 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: State Street Corp ($6.86M), Bank of America Corp DE ($5.51M), Charles Schwab Investment Management Inc. ($4.45M), ProShare Advisors LLC ($2.92M), Invesco Ltd. ($2.90M), Vanguard Group Inc. ($1.85M), and BlackRock Inc. ($1.84M).
How much institutional selling is happening at Franklin Resources?: Institutional investors have sold a total of 58,030,383 shares in the last 24 months. This volume of shares sold represents approximately $1.60B in transactions.

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This page (NYSE:BEN) was last updated on 6/8/2023 by MarketBeat.com Staff

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Franklin Resources (BEN) Institutional Ownership

BEN Institutional Buying and Selling by Quarter

Franklin Resources Major Shareholders & Ownership History

BEN Institutional Ownership - Frequently Asked Questions

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Franklin Resources (BEN) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Franklin Resources (NYSE:BEN)

BEN Institutional Buying and Selling by Quarter

Franklin Resources Major Shareholders & Ownership History

BEN Institutional Ownership - Frequently Asked Questions