Franklin Resources (BEN) Institutional Ownership

$23.09

-0.55 (-2.33%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 47.56%
Number of Institutional Buyers (last 12 months): 294
Total Institutional Inflows (last 12 months): $1.69B

Number of Institutional Sellers (last 12 months): 205
Total Institutional Outflows (last 12 months): $527.21M

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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
7/26/2024	AustralianSuper Pty Ltd	291,809	$6.52M	0.0%	N/A	0.055%
7/26/2024	Gold Investment Management Ltd.	26,032	$582K	0.2%	+2.5%	0.005%
7/26/2024	Allspring Global Investments Holdings LLC	13,806	$309K	0.0%	-76.8%	0.003%
7/26/2024	State of Michigan Retirement System	88,195	$1.97M	0.0%	+0.7%	0.017%
7/26/2024	Bank of New York Mellon Corp	3,846,194	$85.96M	0.0%	-0.2%	0.731%
7/25/2024	Wade Financial Advisory Inc	27,831	$622K	0.2%	N/A	0.005%
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7/24/2024	West Oak Capital LLC	47,915	$1.07M	0.4%	-3.0%	0.009%
7/24/2024	New York State Teachers Retirement System	322,017	$7.20M	0.0%	-0.4%	0.061%
7/24/2024	My Legacy Advisors LLC	20,432	$457K	0.1%	N/A	0.004%
7/24/2024	Louisiana State Employees Retirement System	17,000	$380K	0.0%	-2.9%	0.003%
7/23/2024	Joule Financial LLC	13,070	$296K	0.8%	+17.9%	0.002%
7/22/2024	Centennial Wealth Advisory LLC	14,632	$327K	0.1%	+23.9%	0.003%
7/22/2024	Fifth Third Bancorp	13,587	$304K	0.0%	+10.2%	0.003%
7/22/2024	Capital Investment Counsel Inc	18,769	$419K	0.1%	+10.9%	0.004%
7/22/2024	Chevy Chase Trust Holdings LLC	163,750	$3.66M	0.0%	-1.5%	0.031%
7/22/2024	Pallas Capital Advisors LLC	16,450	$388K	0.0%	N/A	0.003%
7/20/2024	Neo Ivy Capital Management	18,616	$416K	0.1%	N/A	0.004%
7/20/2024	Raymond James Financial Services Advisors Inc.	455,735	$10.19M	0.0%	+7.6%	0.087%
7/20/2024	Nisa Investment Advisors LLC	102,385	$2.32M	0.0%	+4.3%	0.019%
7/20/2024	Hennion & Walsh Asset Management Inc.	53,778	$1.20M	0.1%	+2.4%	0.010%
7/19/2024	Raymond James & Associates	128,240	$2.87M	0.0%	+14.6%	0.024%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	795,530	$17.78M	0.0%	-4.3%	0.151%
7/18/2024	Gradient Investments LLC	2,854	$64K	0.0%	+8,054.3%	0.001%
7/17/2024	Whitener Capital Management Inc.	22,149	$495K	0.1%	+3.8%	0.004%
7/16/2024	Envestnet Portfolio Solutions Inc.	11,980	$268K	0.0%	+10.5%	0.002%
7/16/2024	PGGM Investments	26,960	$603K	0.0%	-32.8%	0.005%
7/16/2024	GPS Wealth Strategies Group LLC	23,037	$515K	0.1%	-5.0%	0.004%
7/16/2024	ORG Partners LLC	8,889	$197K	0.0%	+1,583.5%	0.002%
7/16/2024	Ferguson Wellman Capital Management Inc.	36,588	$818K	0.0%	-3.3%	0.007%
7/16/2024	V Square Quantitative Management LLC	12,902	$288K	0.0%	+22.7%	0.002%
7/16/2024	Wealth Enhancement Advisory Services LLC	38,216	$854K	0.0%	+28.2%	0.007%
7/16/2024	Burke & Herbert Bank & Trust Co.	14,360	$321K	0.1%	N/A	0.003%
7/16/2024	M&G Plc	13,907	$306K	0.0%	N/A	0.003%
7/16/2024	Cooper Financial Group	16,644	$372K	0.1%	+11.9%	0.003%
7/15/2024	Park National Corp OH	24,227	$541K	0.0%	-3.0%	0.005%
7/15/2024	Securian Asset Management Inc.	17,242	$385K	0.0%	-2.5%	0.003%
7/15/2024	Czech National Bank	57,143	$1.28M	0.0%	+8.2%	0.011%
7/13/2024	Unison Advisors LLC	104,849	$2.38M	0.3%	+1.2%	0.020%
7/12/2024	Sound Income Strategies LLC	493,899	$11.04M	0.7%	+7.2%	0.094%
7/12/2024	Twelve Points Wealth Management LLC	83,816	$1.87M	0.7%	+12.4%	0.016%
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7/12/2024	SG Americas Securities LLC	265,232	$5.93M	0.0%	+33.1%	0.050%
7/12/2024	QRG Capital Management Inc.	58,767	$1.31M	0.0%	-14.7%	0.011%
7/11/2024	Guinness Asset Management LTD	12,389	$277K	0.0%	-7.8%	0.002%
7/10/2024	Csenge Advisory Group	11,107	$248K	0.0%	-5.7%	0.002%
7/10/2024	Keystone Financial Planning Inc.	108,286	$2.42M	0.8%	-3.5%	0.021%
7/10/2024	CWM LLC	20,780	$464K	0.0%	+115.3%	0.004%
7/10/2024	AMF Tjanstepension AB	465,174	$10.42M	0.1%	N/A	0.088%
7/9/2024	Lynx Investment Advisory	8,858	$198K	0.1%	N/A	0.002%
7/9/2024	Mather Group LLC.	486,647	$10.88M	0.1%	+0.9%	0.093%
7/5/2024	DNB Asset Management AS	52,914	$1.18M	0.0%	+30.7%	0.010%
7/2/2024	GAMMA Investing LLC	7,712	$172K	0.0%	+113.6%	0.001%
7/1/2024	Cullen Investment Group LTD.	15,086	$337K	0.1%	-21.8%	0.003%
6/21/2024	Abich Financial Wealth Management LLC	3,258	$92K	0.1%	+46.5%	0.001%
6/4/2024	DekaBank Deutsche Girozentrale	71,874	$1.98M	0.0%	+1.3%	0.014%
5/28/2024	Teachers Retirement System of The State of Kentucky	23,673	$665K	0.0%	-2.9%	0.004%
5/24/2024	Cetera Advisors LLC	253,299	$7.12M	0.1%	+1,139.3%	0.048%
5/24/2024	Cetera Investment Advisers	282,965	$7.95M	0.0%	+13.2%	0.054%
5/24/2024	PGGM Investments	40,117	$1.13M	0.0%	+158.3%	0.008%
5/21/2024	Swedbank AB	34,817	$979K	0.0%	N/A	0.007%
5/17/2024	Plato Investment Management Ltd	25,267	$710K	0.1%	N/A	0.005%
5/17/2024	LBP AM SA	281,195	$7.90M	0.3%	+37.6%	0.053%
5/17/2024	Comerica Bank	165,023	$4.64M	0.0%	-0.3%	0.031%
5/17/2024	Tidal Investments LLC	335,377	$9.43M	0.2%	-35.9%	0.064%
5/16/2024	California State Teachers Retirement System	471,650	$13.26M	0.0%	+0.1%	0.090%
5/16/2024	Interval Partners LP	108,411	$3.05M	0.1%	-56.9%	0.021%
5/16/2024	Bayesian Capital Management LP	12,800	$360K	0.0%	-59.8%	0.002%
5/16/2024	Kinloch Capital LLC	128,798	$3.62M	1.9%	+18.2%	0.024%
5/16/2024	Zurich Insurance Group Ltd FI	54,700	$1.54M	0.0%	N/A	0.010%
5/15/2024	Ascent Group LLC	42,613	$1.20M	0.1%	+9.4%	0.008%
5/15/2024	Public Employees Retirement System of Ohio	124,062	$3.49M	0.0%	-10.0%	0.024%
5/15/2024	Public Employees Retirement Association of Colorado	31,392	$882K	0.0%	-6.1%	0.006%
5/15/2024	Price T Rowe Associates Inc. MD	412,881	$11.61M	0.0%	+9.4%	0.078%
5/15/2024	Quadrature Capital Ltd	22,242	$625K	0.0%	-32.0%	0.004%
5/14/2024	Capital Research Global Investors	24,027,419	$675.41M	0.2%	-9.8%	4.567%
5/14/2024	Toronto Dominion Bank	89,512	$2.52M	0.0%	-43.5%	0.017%
5/14/2024	Cadence Bank	234,491	$6.59M	0.5%	+0.3%	0.045%
5/14/2024	Stamos Capital Partners L.P.	61,850	$1.74M	0.4%	+5.0%	0.012%
5/14/2024	Freestone Capital Holdings LLC	18,426	$518K	0.0%	+6.4%	0.004%
5/14/2024	CreativeOne Wealth LLC	8,265	$232K	0.0%	N/A	0.002%
5/14/2024	EntryPoint Capital LLC	3,056	$86K	0.1%	+576.1%	0.001%
5/14/2024	LGT Group Foundation	8,260	$232K	0.0%	N/A	0.002%
5/14/2024	Power Corp of Canada	31,557,117	$887.07M	88.7%	+18,266.0%	5.998%
5/14/2024	Healthcare of Ontario Pension Plan Trust Fund	120,062	$3.38M	0.0%	-82.1%	0.023%
5/14/2024	CANADA LIFE ASSURANCE Co	405,126	$11.40M	0.0%	+18.6%	0.077%
5/14/2024	American International Group Inc.	78,486	$2.21M	0.0%	+6.1%	0.015%
5/13/2024	UniSuper Management Pty Ltd	35,635	$1.00M	0.0%	+658.5%	0.007%
5/13/2024	O Shaughnessy Asset Management LLC	18,119	$509K	0.0%	+29.2%	0.003%
5/11/2024	Covestor Ltd	3,992	$112K	0.1%	+58.5%	0.001%
5/10/2024	Acadian Asset Management LLC	7,276	$204K	0.0%	N/A	0.001%
5/10/2024	Vanguard Group Inc.	35,889,477	$1.01B	0.0%	+11.1%	6.822%
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5/10/2024	Intech Investment Management LLC	25,964	$730K	0.0%	-60.8%	0.005%
5/10/2024	Mitsubishi UFJ Trust & Banking Corp	278,268	$7.76M	0.0%	+46.8%	0.053%
5/10/2024	Mizuho Markets Americas LLC	374,558	$10.53M	0.3%	+86.8%	0.071%
5/9/2024	HBK Sorce Advisory LLC	9,520	$268K	0.0%	N/A	0.002%
5/9/2024	Delta Investment Management LLC	13,256	$373K	0.1%	-3.5%	0.003%
5/9/2024	Mitsubishi UFJ Asset Management Co. Ltd.	618,833	$17.40M	0.0%	+12.5%	0.118%
5/9/2024	State Board of Administration of Florida Retirement System	328,190	$8.84M	0.0%	+4.7%	0.062%
5/8/2024	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	281,390	$7.91M	0.0%	+38.1%	0.053%
5/8/2024	ProShare Advisors LLC	6,418,630	$180.43M	0.5%	-9.2%	1.220%
5/8/2024	US Bancorp DE	22,082	$621K	0.0%	+2.1%	0.004%

(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, 554 institutional investors and hedge funds held shares of Franklin Resources. The most heavily invested institutionals were Vanguard Group Inc. ($1.01B), Power Corp of Canada ($887.07M), State Street Corp ($857.58M), BlackRock Inc. ($777.65M), Capital Research Global Investors ($675.41M), ProShare Advisors LLC ($180.43M), and Clarkston Capital Partners LLC ($170.98M).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 471 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: Power Corp of Canada ($31.56M), State Street Corp ($8.18M), Capital Research Global Investors ($4.30M), Vanguard Group Inc. ($3.59M), ProShare Advisors LLC ($2.94M), Franklin Resources Inc. ($1.84M), and Barclays PLC ($1.73M).

How much institutional buying is happening at Franklin Resources?: Institutional investors have bought a total of 87,347,084 shares in the last 24 months. This purchase volume represents approximately $2.33B in transactions.
Which Franklin Resources major shareholders have been selling company stock?: Of the 306 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: Charles Schwab Investment Management Inc. ($4.46M), ProShare Advisors LLC ($3.56M), Capital Research Global Investors ($2.63M), Vanguard Group Inc. ($2.49M), Franklin Resources Inc. ($1.76M), HighTower Advisors LLC ($1.42M), and Envestnet Asset Management Inc. ($1.30M).
How much institutional selling is happening at Franklin Resources?: Institutional investors have sold a total of 37,327,298 shares in the last 24 months. This volume of shares sold represents approximately $985.31M in transactions.