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Franklin Resources (BEN) Institutional Ownership

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$33.12 +0.62 (+1.89%)
As of 12:45 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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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)
351
Total
Institutional Inflows
(last 12 months)
$2.63B
Number of
Institutional Sellers
(last 12 months)
211
Total
Institutional Outflows
(last 12 months)
$730.88M
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BEN Institutional Buying and Selling by Quarter

Franklin Resources Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/2/2026Versant Capital Management Inc7,059$227K0.0%+7.4%0.001%
9/29/2026Greenwich Wealth Management LLC143,825$4.79M0.2%+0.3%0.028%
9/23/2026QRG Capital Management Inc.9,140$304K0.0%N/A0.002%
9/23/2026Envestnet Portfolio Solutions Inc.546,393$18.18M0.1%+7.5%0.108%
9/9/2026Sequoia Financial Advisors LLC33,032$1.10M0.0%+14.4%0.007%
9/9/2026Tidal Investments LLC81,148$2.70M0.0%+11.6%0.016%
9/9/2026Engineers Gate Manager LP263,301$8.76M0.1%N/A0.052%
9/9/2026SVB Wealth LLC107,987$3.59M0.2%-14.9%0.021%
9/9/2026Integrated Wealth Concepts LLC8,356$278K0.0%-11.4%0.002%
9/9/2026RFG Advisory LLC6,586$219K0.0%N/A0.001%
9/9/2026NewEdge Advisors LLC15,236$507K0.0%+27.1%0.003%
9/9/2026IFP Advisors Inc16,167$538K0.0%+261.0%0.003%
9/8/2026Allworth Financial LP10,730$357K0.0%+79.0%0.002%
9/8/2026Empirical Finance LLC10,783$359K0.0%+3.7%0.002%
9/8/2026Nykredit A S1,879$63K0.0%N/A0.000%
8/27/2026Corient Private Wealth LP62,690$2.09M0.0%+70.2%0.012%
8/26/2026Amundi649,361$21.60M0.0%+553.5%0.128%
8/26/2026HighTower Advisors LLC133,546$4.44M0.0%+6.3%0.026%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al42,600$1.42M0.0%N/A0.008%
8/23/2026Wedmont Private Capital7,874$264K0.0%N/A0.002%
8/23/2026HB Wealth Management LLC13,456$448K0.0%N/A0.003%
8/23/2026Azimuth Capital Investment Management LLC135,470$4.51M0.2%N/A0.027%
8/22/2026Compass Financial Management LLC1,017$36K0.0%N/A0.000%
8/22/2026Oakmont Investment Advisors Inc.15,715$523K0.4%N/A0.003%
8/22/2026Syon Capital LLC20,884$695K0.0%+6.1%0.004%
8/22/2026United Community Bank37,849$1.26M0.4%+0.9%0.007%
8/22/2026Concurrent Investment Advisors LLC13,222$440K0.0%-3.0%0.003%
8/22/2026NEOS Investment Management LLC49,680$1.65M0.0%+11.4%0.010%
8/21/2026Nykredit A S1,879$63K0.0%N/A0.000%
8/21/2026XML Financial LLC7,050$235K0.0%N/A0.001%
8/20/2026Teza Capital Management LLC19,970$664K1.3%N/A0.004%
8/20/2026Sigma Planning Corp63,766$2.12M0.1%-5.9%0.013%
8/20/2026Benjamin Edwards Inc.18,077$601K0.0%-9.6%0.004%
8/20/2026Alyeska Investment Group L.P.541,189$18.01M0.0%N/A0.107%
8/20/2026Northwestern Mutual Wealth Management Co.49,507$1.65M0.0%+237.2%0.010%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,300,135$43.26M0.0%+14.2%0.256%
8/19/2026New Mexico Educational Retirement Board15,273$508K0.0%+7.8%0.003%
8/19/2026Mufg Securities Americas Inc.9,234$307K0.0%+8.6%0.002%
8/19/2026Wellington Management Group LLP58,593$1.95M0.0%-47.5%0.012%
8/18/2026Beacon Pointe Advisors LLC61,945$2.06M0.0%N/A0.012%
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8/18/2026Rakuten Investment Management Inc.32,505$1.08M0.0%N/A0.006%
8/18/2026North Star Asset Management Inc.11,470$382K0.0%N/A0.002%
8/18/2026Empowered Funds LLC263,326$8.76M0.0%N/A0.052%
8/18/2026United Capital Financial Advisors LLC16,643$554K0.0%N/A0.003%
8/18/2026Jefferies Financial Group Inc.35,798$1.19M0.0%N/A0.007%
8/18/2026Public Employees Retirement System of Ohio83,434$2.78M0.0%N/A0.016%
8/17/2026Corient Private Wealth LP65,815$2.19M0.0%N/A0.013%
8/17/2026Azora Capital LP6,908,621$229.85M9.7%N/A1.360%
8/17/2026Bank of America Corp DE1,234,381$41.07M0.0%N/A0.243%
8/15/2026Freestone Grove Partners LP975,933$32.47M0.2%N/A0.192%
8/15/2026Caisse de depot et placement du Quebec477,373$15.88M0.0%N/A0.094%
8/15/2026Gallagher Fiduciary Advisors LLC1,379,739$45.90M1.5%N/A0.272%
8/15/2026Man Group plc73,020$2.43M0.0%N/A0.014%
8/15/2026Invst LLC28,051$933K0.1%N/A0.006%
8/15/2026Jupiter Topco LLC127,813$4.25M0.0%N/A0.025%
8/14/2026Canada Pension Plan Investment Board13,898$462K0.0%N/A0.003%
8/14/2026Kinloch Capital LLC172,427$5.74M2.1%N/A0.034%
8/14/2026Legal & General Group Plc601,803$20.02M0.0%N/A0.118%
8/14/2026The Manufacturers Life Insurance Company287,391$9.56M0.0%N/A0.057%
8/13/2026Ally Financial Inc.140,000$4.66M0.6%N/A0.028%
8/13/2026Cibc World Market Inc.132,786$4.42M0.0%N/A0.026%
8/13/2026Sanctuary Advisors LLC10,179$339K0.0%N/A0.002%
8/13/2026Connor Clark & Lunn Investment Management Ltd.6,430$214K0.0%N/A0.001%
8/13/2026Meiji Yasuda Asset Management Co Ltd.464,812$15.46M0.7%N/A0.091%
8/13/2026Bank of Nova Scotia20,027$666K0.0%N/A0.004%
8/12/2026Commerce Bank111,734$3.72M0.0%N/A0.022%
8/12/2026Northwestern Mutual Wealth Management Co.49,507$1.65M0.0%N/A0.010%
8/12/2026EP Wealth Advisors LLC13,197$439K0.0%N/A0.003%
8/12/2026Ieq Capital LLC153,808$5.12M0.0%N/A0.030%
8/11/2026Allworth Financial LP10,730$357K0.0%N/A0.002%
8/11/2026Vise Technologies Inc.13,876$462K0.0%N/A0.003%
8/10/2026Sound Financial Strategies Group LLC11,041$367K0.2%N/A0.002%
8/8/2026Wealthfront Advisers LLC13,660$454K0.0%N/A0.003%
8/8/2026Foster & Motley Inc.35,869$1.19M0.1%N/A0.007%
8/7/2026BlackRock Inc.28,910,284$961.85M0.0%N/A5.690%
8/7/2026Deutsche Bank AG1,134,422$37.74M0.0%N/A0.223%
8/7/2026John Boyer Inc.68,964$2.30M1.6%+3.2%0.014%
8/7/2026Mitsubishi UFJ Asset Management Co. Ltd.543,359$18.08M0.0%N/A0.107%
8/7/2026Beverly Hills Private Wealth LLC50,383$1.68M0.3%N/A0.010%
8/7/2026Simplicity Wealth LLC10,954$364K0.0%N/A0.002%
8/6/2026Global Retirement Partners LLC2,198$73K0.0%N/A0.000%
8/6/2026Bank of New York Mellon Corp4,589,483$152.69M0.0%N/A0.903%
8/6/2026Focus Partners Advisor Solutions LLC6,866$228K0.0%N/A0.001%
8/6/2026State of Wyoming14,066$468K0.0%N/A0.003%
8/6/2026S&CO Inc.23,245$773K0.0%N/A0.005%
8/3/2026Hardy Reed LLC16,130$537K0.0%N/A0.003%
7/10/2026Wedge Capital Management L L P NC1,048,237$34.88M0.6%-15.9%0.202%
7/10/2026Whitener Capital Management Inc.18,040$600K0.1%-3.8%0.003%
7/10/2026Tema ETFs LLC5,635$187K0.0%+8.4%0.001%
7/10/2026Handelsbanken Fonder AB107,246$3.57M0.0%-0.7%0.021%
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7/10/2026Redhawk Wealth Advisors Inc.27,295$908K0.1%N/A0.005%
7/8/2026Rockland Trust Co.15,112$503K0.0%-4.0%0.003%
7/8/2026Czech National Bank87,266$2.90M0.0%+4.3%0.017%
7/7/2026Mirador Capital Partners LP29,333$976K0.1%-1.6%0.006%
7/7/2026Dynamic Advisor Solutions LLC8,167$272K0.0%N/A0.002%
7/7/2026GAMMA Investing LLC18,605$619K0.0%+14.5%0.004%
7/7/2026CoreCap Advisors LLC19,434$647K0.0%+12.1%0.004%
7/7/2026City Center Advisors LLC11,832$394K0.3%N/A0.002%
7/2/2026Versant Capital Management Inc6,572$219K0.0%+16.9%0.001%
7/2/2026CX Institutional4,920$164K0.0%+9.5%0.001%


BEN Institutional Ownership - Frequently Asked Questions

During the previous two years, 624 institutional investors and hedge funds held shares of Franklin Resources. The most heavily invested institutionals were BlackRock Inc. ($961.85M), Vanguard Group Inc. ($886.55M), Power Corp of Canada ($640.29M), State Street Corp ($502.34M), Dimensional Fund Advisors LP ($256.50M), Invesco Ltd. ($241.84M), and Azora Capital LP ($229.85M).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 549 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: BlackRock Inc. ($28.91M), Azora Capital LP ($12.71M), Norges Bank ($9.30M), Bank of New York Mellon Corp ($7.52M), Squarepoint Ops LLC ($3.83M), Dimensional Fund Advisors LP ($3.05M), and JPMorgan Chase & Co. ($3.01M).

Institutional investors have bought a total of 90,332,215 shares in the last 24 months. This purchase volume represents approximately $2.63B in transactions.

Of the 211 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), Amundi ($3.39M), Holocene Advisors LP ($2.10M), Morgan Stanley ($1.90M), ProShare Advisors LLC ($1.84M), State Street Corp ($1.44M), and Goldman Sachs Group Inc. ($1.01M).

Institutional investors have sold a total of 30,955,396 shares in the last 24 months. This volume of shares sold represents approximately $730.88M in transactions.


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Institutional ownership data for NYSE:BEN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/2/2026. New 13F filings are added each quarter as they're published.
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