Franklin Resources (BEN) Institutional Ownership

$25.07
-0.28 (-1.10%)
(As of 04/25/2024 ET)

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

Current
Institutional Ownership
Percentage
47.56%
Number of
Institutional Buyers
(last 12 months)
301
Total
Institutional Inflows
(last 12 months)
$752.95M
Number of
Institutional Sellers
(last 12 months)
221
Total
Institutional Outflows
(last 12 months)
$629.13M
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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
4/23/2024 Global Retirement Partners LLC1,862$52K0.0%-38.5%0.000%
4/23/2024 Louisiana State Employees Retirement System17,500$492K0.0%+2.9%0.003%
4/23/2024 Amalgamated Bank81,342$2.29M0.0%+10.6%0.015%
4/23/2024 New Mexico Educational Retirement Board14,173$398K0.0%-4.7%0.003%
4/23/2024 Wesbanco Bank Inc.9,032$254K0.0%N/A0.002%
4/23/2024 Revisor Wealth Management LLC20,436$592K0.3%+135.7%0.004%
4/23/2024 Raymond James Financial Services Advisors Inc.423,632$11.91M0.0%-11.1%0.080%
4/22/2024 Centennial Wealth Advisory LLC11,806$332K0.2%-5.0%0.002%
4/22/2024 PFG Investments LLC10,184$286K0.0%N/A0.002%
4/22/2024 IFM Investors Pty Ltd63,879$1.80M0.0%-4.7%0.012%
4/19/2024 Insight Folios Inc40,964$1.15M0.5%-8.5%0.008%
4/19/2024 Uncommon Cents Investing LLC169,755$4.77M1.5%+0.5%0.032%
4/19/2024 Abundance Wealth Counselors26,298$739K0.2%+8.3%0.005%
4/19/2024 Norden Group LLC35,220$990K0.0%N/A0.007%
4/19/2024 State of Alaska Department of Revenue32,567$915K0.0%+7.0%0.006%
4/19/2024 Denali Advisors LLC1,549$44K0.0%N/A0.000%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.831,132$23.36M0.0%-2.2%0.158%
4/18/2024 West Oak Capital LLC49,380$1.39M0.6%+1.5%0.009%
4/18/2024 State of Michigan Retirement System87,595$2.46M0.0%+6.2%0.017%
4/18/2024 Allspring Global Investments Holdings LLC59,616$1.68M0.0%+220.7%0.011%
4/18/2024 Hexagon Capital Partners LLC2,643$74K0.0%+292.1%0.001%
4/17/2024 Griffin Asset Management Inc.25,365$713K0.1%+2.9%0.005%
4/17/2024 Hennion & Walsh Asset Management Inc.52,520$1.48M0.1%-3.4%0.010%
4/16/2024 Wealth Enhancement Advisory Services LLC29,810$838K0.0%-13.2%0.006%
4/15/2024 Wealthcare Advisory Partners LLC10,779$303K0.0%+50.7%0.002%
4/15/2024 Sound Income Strategies LLC460,768$12.95M1.0%+8.2%0.088%
4/13/2024 ARGA Investment Management LP46,598$1.31M0.0%+110.0%0.009%
4/12/2024 Unison Advisors LLC103,617$2.95M0.3%+1.1%0.020%
4/12/2024 Lloyd Advisory Services LLC.31,500$885K0.2%N/A0.006%
4/12/2024 Northwest Investment Counselors LLC2,170$61K0.0%N/A0.000%
4/11/2024 Foundation Resource Management Inc.584,336$16.43M2.6%+1.6%0.111%
4/10/2024 Park Avenue Securities LLC30,537$858K0.0%-9.5%0.006%
4/10/2024 Keystone Financial Planning Inc.112,228$3.16M1.0%-5.7%0.021%
4/10/2024 Czech National Bank52,802$1.48M0.0%+6.9%0.010%
4/9/2024 Alaska Permanent Fund Corp47,915$1.35M0.0%N/A0.009%
4/9/2024 Ferguson Wellman Capital Management Inc.37,830$1.06M0.0%-1.5%0.007%
4/9/2024 Mather Group LLC.482,378$14.37M0.2%-0.3%0.092%
4/5/2024 GAMMA Investing LLC3,610$101K0.0%-9.6%0.001%
4/5/2024 Los Angeles Capital Management LLC868,984$24.43M0.1%+2,322.5%0.165%
4/5/2024 CWM LLC9,652$271K0.0%+4.4%0.002%
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4/4/2024 Cullen Investment Group LTD.19,285$526K0.1%-15.7%0.004%
4/3/2024 RK Asset Management LLC155,661$4.38M3.6%-0.7%0.030%
3/27/2024Nomura Holdings Inc.18,129$540K0.0%+104.1%0.003%
3/25/2024Quadrature Capital Ltd32,706$974K0.0%N/A0.006%
3/22/2024PNC Financial Services Group Inc.67,250$2.00M0.0%-6.2%0.013%
3/11/2024Vanguard Group Inc.32,296,534$962.11M0.0%-6.3%6.133%
3/8/2024Trust Co. of Vermont1,500$45K0.0%N/A0.000%
3/6/2024SageView Advisory Group LLC17,438$473K0.0%+22.5%0.003%
3/4/2024Richardson Financial Services Inc.3,500$104K0.1%N/A0.001%
3/1/2024Goldman Sachs Group Inc.2,537,127$75.58M0.0%-13.9%0.482%
2/28/2024American International Group Inc.73,946$2.20M0.0%-1.7%0.014%
2/22/2024Auxier Asset Management60,060$1.79M0.3%-44.8%0.011%
2/21/2024V Square Quantitative Management LLC10,514$313K0.1%+15.2%0.002%
2/15/2024Gallagher Fiduciary Advisors LLC1,667,533$49.68M1.7%-1.3%0.317%
2/14/2024Power Corp of Canada171,824$5.12M0.5%N/A0.033%
2/14/2024Point72 Europe London LLP103,205$3.07M0.4%N/A0.020%
2/14/2024Quadrature Capital Ltd32,706$974K0.0%N/A0.006%
2/14/2024Stamos Capital Partners L.P.58,900$1.76M0.5%N/A0.011%
2/13/2024Weaver C. Barksdale & Associates Inc.51,976$1.55M1.5%-20.6%0.010%
2/13/2024First National Bank of Omaha6,900$206K0.0%N/A0.001%
2/13/2024Cibc World Markets Corp65,864$1.96M0.0%+44.2%0.013%
2/13/2024Capital Research Global Investors26,652,644$793.98M0.2%+17.9%5.062%
2/13/2024First Trust Advisors LP1,302,677$38.81M0.0%-7.3%0.247%
2/13/2024CIBC Private Wealth Group LLC19,348$576K0.0%+7.1%0.004%
2/13/2024Peapack Gladstone Financial Corp7,110$211K0.0%N/A0.001%
2/13/2024Rafferty Asset Management LLC115,335$3.44M0.0%+4.5%0.022%
2/13/2024CIBC Asset Management Inc47,050$1.40M0.0%-4.1%0.009%
2/13/2024CWA Asset Management Group LLC9,111$271K0.0%N/A0.002%
2/13/2024Poehling Capital Management INC.110,847$3.30M1.0%-0.8%0.021%
2/13/2024KBC Group NV538,858$16.05M0.1%+46.3%0.102%
2/13/2024Campbell & CO Investment Adviser LLC28,847$859K0.1%N/A0.005%
2/13/2024California State Teachers Retirement System470,990$14.03M0.0%-1.2%0.089%
2/13/2024Biechele Royce Advisors397,139$11.83M3.9%-8.2%0.075%
2/12/2024Peterson Financial Group Inc.15,848$472K0.3%-44.1%0.003%
2/12/2024Brown Brothers Harriman & Co.11,795$351K0.0%-54.3%0.002%
2/12/2024Bank of Nova Scotia37,589$1.12M0.0%-68.1%0.007%
2/12/2024Gold Investment Management Ltd.25,545$761K0.3%N/A0.005%
2/12/2024Capstone Investment Advisors LLC11,291$336K0.0%N/A0.002%
2/12/2024TFO Wealth Partners LLC9,500$283K0.0%+45,138.1%0.002%
2/12/2024Treasurer of the State of North Carolina130,274$3.88M0.0%+1.0%0.025%
2/12/2024Allianz Asset Management GmbH1,107,766$33M0.1%-4.7%0.210%
2/12/2024TD Asset Management Inc77,362$2.31M0.0%+4.0%0.015%
2/12/2024S&CO Inc.75,828$2.26M0.2%-5.2%0.014%
2/12/2024Hsbc Holdings PLC708,050$21.09M0.0%+26.3%0.134%
2/9/2024Intech Investment Management LLC66,288$1.98M0.0%-56.3%0.013%
2/9/2024Nomura Asset Management Co. Ltd.1,200,841$35.77M0.1%+24.3%0.228%
2/9/2024SageView Advisory Group LLC17,438$473K0.0%+22.5%0.003%
2/9/2024Commerce Bank118,220$3.52M0.0%-0.9%0.022%
2/9/2024US Bancorp DE21,638$645K0.0%+44.8%0.004%
2/9/2024WBI Investments LLC61,457$1.83M0.4%N/A0.012%
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2/9/2024Dai ichi Life Insurance Company Ltd311,777$9.29M0.2%N/A0.059%
2/9/2024Franklin Resources Inc.917,963$27.35M0.0%+9.3%0.174%
2/9/2024Corient Private Wealth LLC16,867$502K0.0%-16.7%0.003%
2/9/2024D.A. Davidson & CO.23,414$698K0.0%-2.1%0.004%
2/9/2024UBS Group AG855,017$25.47M0.0%-12.1%0.162%
2/9/2024PNC Financial Services Group Inc.67,250$2.00M0.0%-6.2%0.013%
2/9/2024BI Asset Management Fondsmaeglerselskab A S14,321$427K0.0%+1,054.9%0.003%
2/9/2024Norges Bank1,663,225$49.55M0.0%N/A0.316%
2/8/2024Mizuho Markets Americas LLC200,487$5.97M0.2%+79.6%0.038%
2/8/2024Independent Advisor Alliance47,567$1.42M0.1%-16.0%0.009%
(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, 562 institutional investors and hedge funds held shares of Franklin Resources. The most heavily invested institutionals were Vanguard Group Inc. ($962.11M), State Street Corp ($857.58M), Capital Research Global Investors ($793.98M), BlackRock Inc. ($777.65M), ProShare Advisors LLC ($173.34M), Clarkston Capital Partners LLC ($170.98M), and Geode Capital Management LLC ($161.73M).Learn more on BEN's 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 479 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 ($8.18M), Capital Research Global Investors ($4.30M), ProShare Advisors LLC ($3.05M), BlackRock Inc. ($1.90M), Franklin Resources Inc. ($1.84M), Barclays PLC ($1.73M), and Norges Bank ($1.66M).

How much institutional buying is happening at Franklin Resources?

Institutional investors have bought a total of 56,375,689 shares in the last 24 months. This purchase volume represents approximately $1.46B in transactions.

Which Franklin Resources major shareholders have been selling company stock?

Of the 316 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: Bank of America Corp DE ($4.59M), Charles Schwab Investment Management Inc. ($4.46M), ProShare Advisors LLC ($2.91M), Vanguard Group Inc. ($2.49M), Franklin Resources Inc. ($1.76M), HighTower Advisors LLC ($1.45M), and Envestnet Asset Management Inc. ($1.38M).

How much institutional selling is happening at Franklin Resources?

Institutional investors have sold a total of 38,750,093 shares in the last 24 months. This volume of shares sold represents approximately $1.02B in transactions.


This page (NYSE:BEN) was last updated on 4/25/2024 by MarketBeat.com Staff

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