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Franklin Resources (BEN) Institutional Ownership

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$34.32 +0.35 (+1.03%)
As of 08/21/2026 03:58 PM Eastern

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

Current
Institutional Ownership
Percentage
47.56%
Number of
Institutional Buyers
(last 12 months)
349
Total
Institutional Inflows
(last 12 months)
$2.60B
Number of
Institutional Sellers
(last 12 months)
212
Total
Institutional Outflows
(last 12 months)
$732.87M
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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
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%
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 Company 287,391$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%
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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%
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%
5/19/2026 Bank of America Corp DE1,964,424$46.40M0.0%+37.3%0.378%
5/19/2026 Kentucky Retirement Systems33,333$787K0.0%N/A0.006%
5/19/2026Janus Henderson Group PLC127,813$3.02M0.0%-8.9%0.025%
5/18/2026 Amundi99,372$2.35M0.0%-84.1%0.019%
5/18/2026California State Teachers Retirement System335,261$7.92M0.0%+23.8%0.065%
5/18/2026 Royal Bank of Canada886,393$20.94M0.0%+15.3%0.171%
5/18/2026 Empowered Funds LLC19,995$472K0.0%-1.8%0.004%
5/16/2026 The Manufacturers Life Insurance Company224,297$5.30M0.0%-3.4%0.043%
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5/16/2026 Quantinno Capital Management LP917,468$21.67M0.0%+16.1%0.177%
5/16/2026 SummitTX Capital L.P.120,148$2.84M0.1%-39.5%0.023%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund19,304$456K0.0%+58.9%0.004%
5/14/2026 Gamco Investors INC. ET AL101,883$2.41M0.0%-16.5%0.020%
5/14/2026 Public Employees Retirement System of Ohio85,021$2.01M0.0%-13.3%0.016%
5/14/2026 Modern Wealth Management LLC411,059$9.70M0.2%+1.8%0.079%
5/14/2026 Arrowstreet Capital Limited Partnership1,158,237$27.36M0.0%N/A0.223%
5/14/2026 Inceptionr LLC23,155$547K0.1%N/A0.004%
5/14/2026 Bank of Nova Scotia25,605$605K0.0%-91.7%0.005%
5/14/2026 Sei Investments Co.215,439$5.09M0.0%+34.2%0.041%


BEN Institutional Ownership - Frequently Asked Questions

During the previous two years, 622 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 546 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 89,389,986 shares in the last 24 months. This purchase volume represents approximately $2.60B in transactions.

Of the 212 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 31,046,917 shares in the last 24 months. This volume of shares sold represents approximately $732.87M 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 8/23/2026. New 13F filings are added each quarter as they're published.
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