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Franklin Resources (BEN) Institutional Ownership

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$33.69 +0.03 (+0.09%)
Closing price 09/11/2026 03:58 PM Eastern
Extended Trading
$33.70 +0.01 (+0.03%)
As of 09/11/2026 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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

Current
Institutional Ownership
Percentage
47.56%
Number of
Institutional Buyers
(last 12 months)
353
Total
Institutional Inflows
(last 12 months)
$2.98B
Number of
Institutional Sellers
(last 12 months)
213
Total
Institutional Outflows
(last 12 months)
$731.39M
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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
9/9/2026 Sequoia Financial Advisors LLC33,032$1.10M0.0%+14.4%0.007%
9/9/2026 Tidal Investments LLC81,148$2.70M0.0%+11.6%0.016%
9/9/2026 Engineers Gate Manager LP263,301$8.76M0.1%N/A0.052%
9/9/2026 SVB Wealth LLC107,987$3.59M0.2%-14.9%0.021%
9/9/2026 Integrated Wealth Concepts LLC8,356$278K0.0%-11.4%0.002%
9/9/2026 RFG Advisory LLC6,586$219K0.0%N/A0.001%
9/9/2026 NewEdge Advisors LLC15,236$507K0.0%+27.1%0.003%
9/9/2026 IFP Advisors Inc16,167$538K0.0%+261.0%0.003%
9/8/2026 Allworth Financial LP10,730$357K0.0%+79.0%0.002%
9/8/2026 Empirical Finance LLC10,783$359K0.0%+3.7%0.002%
9/8/2026 Nykredit A S1,879$63K0.0%N/A0.000%
8/27/2026 Corient Private Wealth LP62,690$2.09M0.0%+70.2%0.012%
8/26/2026 Amundi649,361$21.60M0.0%+553.5%0.128%
8/26/2026 HighTower Advisors LLC133,546$4.44M0.0%+6.3%0.026%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al42,600$1.42M0.0%N/A0.008%
8/24/2026 California State Teachers Retirement System11,054,024$367.77M0.0%+3,197.1%2.176%
8/23/2026 Wedmont Private Capital7,874$264K0.0%N/A0.002%
8/23/2026 HB Wealth Management LLC13,456$448K0.0%N/A0.003%
8/23/2026 Azimuth Capital Investment Management LLC135,470$4.51M0.2%N/A0.027%
8/22/2026 Compass Financial Management LLC1,017$36K0.0%N/A0.000%
8/22/2026 Oakmont Investment Advisors Inc.15,715$523K0.4%N/A0.003%
8/22/2026 Syon Capital LLC20,884$695K0.0%+6.1%0.004%
8/22/2026 United Community Bank37,849$1.26M0.4%+0.9%0.007%
8/22/2026 Concurrent Investment Advisors LLC13,222$440K0.0%-3.0%0.003%
8/22/2026 NEOS Investment Management LLC49,680$1.65M0.0%+11.4%0.010%
8/21/2026 Nykredit A S1,879$63K0.0%N/A0.000%
8/21/2026 XML Financial LLC7,050$235K0.0%N/A0.001%
8/20/2026 Teza Capital Management LLC19,970$664K1.3%N/A0.004%
8/20/2026 Sigma Planning Corp63,766$2.12M0.1%-5.9%0.013%
8/20/2026 Benjamin Edwards Inc.18,077$601K0.0%-9.6%0.004%
8/20/2026 Alyeska Investment Group L.P.541,189$18.01M0.0%N/A0.107%
8/20/2026 Northwestern Mutual Wealth Management Co.49,507$1.65M0.0%+237.2%0.010%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,300,135$43.26M0.0%+14.2%0.256%
8/19/2026 New Mexico Educational Retirement Board15,273$508K0.0%+7.8%0.003%
8/19/2026 Mufg Securities Americas Inc.9,234$307K0.0%+8.6%0.002%
8/19/2026 Wellington Management Group LLP58,593$1.95M0.0%-47.5%0.012%
8/18/2026 Beacon Pointe Advisors LLC61,945$2.06M0.0%N/A0.012%
8/18/2026 Rakuten Investment Management Inc.32,505$1.08M0.0%N/A0.006%
8/18/2026 North Star Asset Management Inc.11,470$382K0.0%N/A0.002%
8/18/2026 Empowered Funds LLC263,326$8.76M0.0%N/A0.052%
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8/18/2026 United Capital Financial Advisors LLC16,643$554K0.0%N/A0.003%
8/18/2026Jefferies Financial Group Inc.35,798$1.19M0.0%N/A0.007%
8/18/2026 Public Employees Retirement System of Ohio83,434$2.78M0.0%N/A0.016%
8/17/2026 Corient Private Wealth LP65,815$2.19M0.0%N/A0.013%
8/17/2026 Azora Capital LP6,908,621$229.85M9.7%N/A1.360%
8/17/2026 Bank of America Corp DE1,234,381$41.07M0.0%N/A0.243%
8/15/2026 Freestone Grove Partners LP975,933$32.47M0.2%N/A0.192%
8/15/2026 Caisse de depot et placement du Quebec477,373$15.88M0.0%N/A0.094%
8/15/2026 Gallagher Fiduciary Advisors LLC1,379,739$45.90M1.5%N/A0.272%
8/15/2026 Man Group plc73,020$2.43M0.0%N/A0.014%
8/15/2026 Invst LLC28,051$933K0.1%N/A0.006%
8/15/2026 Jupiter Topco LLC127,813$4.25M0.0%N/A0.025%
8/14/2026 Canada Pension Plan Investment Board13,898$462K0.0%N/A0.003%
8/14/2026 Kinloch Capital LLC172,427$5.74M2.1%N/A0.034%
8/14/2026 Legal & General Group Plc601,803$20.02M0.0%N/A0.118%
8/14/2026 The Manufacturers Life Insurance Company287,391$9.56M0.0%N/A0.057%
8/13/2026 Ally Financial Inc.140,000$4.66M0.6%N/A0.028%
8/13/2026 Cibc World Market Inc.132,786$4.42M0.0%N/A0.026%
8/13/2026 Sanctuary Advisors LLC10,179$339K0.0%N/A0.002%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.6,430$214K0.0%N/A0.001%
8/13/2026 Meiji Yasuda Asset Management Co Ltd.464,812$15.46M0.7%N/A0.091%
8/13/2026 Bank of Nova Scotia20,027$666K0.0%N/A0.004%
8/12/2026 Commerce Bank111,734$3.72M0.0%N/A0.022%
8/12/2026 Northwestern Mutual Wealth Management Co.49,507$1.65M0.0%N/A0.010%
8/12/2026 EP Wealth Advisors LLC13,197$439K0.0%N/A0.003%
8/12/2026 Ieq Capital LLC153,808$5.12M0.0%N/A0.030%
8/11/2026 Allworth Financial LP10,730$357K0.0%N/A0.002%
8/11/2026 Vise Technologies Inc.13,876$462K0.0%N/A0.003%
8/10/2026 Sound Financial Strategies Group LLC11,041$367K0.2%N/A0.002%
8/8/2026 Wealthfront Advisers LLC13,660$454K0.0%N/A0.003%
8/8/2026 Foster & Motley Inc.35,869$1.19M0.1%N/A0.007%
8/7/2026 BlackRock Inc.28,910,284$961.85M0.0%N/A5.690%
8/7/2026 Deutsche Bank AG1,134,422$37.74M0.0%N/A0.223%
8/7/2026 John Boyer Inc.68,964$2.30M1.6%+3.2%0.014%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.543,359$18.08M0.0%N/A0.107%
8/7/2026 Beverly Hills Private Wealth LLC50,383$1.68M0.3%N/A0.010%
8/7/2026 Simplicity Wealth LLC10,954$364K0.0%N/A0.002%
8/6/2026 Global Retirement Partners LLC2,198$73K0.0%N/A0.000%
8/6/2026 Bank of New York Mellon Corp4,589,483$152.69M0.0%N/A0.903%
8/6/2026 Focus Partners Advisor Solutions LLC6,866$228K0.0%N/A0.001%
8/6/2026 State of Wyoming14,066$468K0.0%N/A0.003%
8/6/2026 S&CO Inc.23,245$773K0.0%N/A0.005%
8/3/2026 Hardy Reed LLC16,130$537K0.0%N/A0.003%
7/10/2026 Wedge Capital Management L L P NC1,048,237$34.88M0.6%-15.9%0.202%
7/10/2026 Whitener Capital Management Inc.18,040$600K0.1%-3.8%0.003%
7/10/2026 Tema ETFs LLC5,635$187K0.0%+8.4%0.001%
7/10/2026 Handelsbanken Fonder AB107,246$3.57M0.0%-0.7%0.021%
7/10/2026 Redhawk Wealth Advisors Inc.27,295$908K0.1%N/A0.005%
7/8/2026 Rockland Trust Co.15,112$503K0.0%-4.0%0.003%
7/8/2026 Czech National Bank87,266$2.90M0.0%+4.3%0.017%
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7/7/2026 Mirador Capital Partners LP29,333$976K0.1%-1.6%0.006%
7/7/2026 Dynamic Advisor Solutions LLC8,167$272K0.0%N/A0.002%
7/7/2026 GAMMA Investing LLC18,605$619K0.0%+14.5%0.004%
7/7/2026 CoreCap Advisors LLC19,434$647K0.0%+12.1%0.004%
7/7/2026 City Center Advisors LLC11,832$394K0.3%N/A0.002%
7/2/2026 Versant Capital Management Inc6,572$219K0.0%+16.9%0.001%
7/2/2026 CX Institutional4,920$164K0.0%+9.5%0.001%
6/18/2026 Pacer Advisors Inc.15,354$363K0.0%-49.9%0.003%
6/3/2026 Parallel Advisors LLC8,555$202K0.0%-7.8%0.002%
5/26/2026 Glenmede Trust Co. NA9,098$215K0.0%N/A0.002%


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), California State Teachers Retirement System ($367.77M), Dimensional Fund Advisors LP ($256.50M), and Invesco Ltd. ($241.84M).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), California State Teachers Retirement System ($10.99M), Norges Bank ($9.30M), Bank of New York Mellon Corp ($7.52M), Squarepoint Ops LLC ($3.83M), and Dimensional Fund Advisors LP ($3.05M).

Institutional investors have bought a total of 101,020,416 shares in the last 24 months. This purchase volume represents approximately $2.98B in transactions.

Of the 213 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 30,976,881 shares in the last 24 months. This volume of shares sold represents approximately $731.39M in transactions.



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 9/9/2026. New 13F filings are added each quarter as they're published.
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