Franklin Resources Inc (BEN) Ownership

23.14 ↑0.13 (0.56%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Franklin Resources Inc (BEN), owning a total of 37.8 million shares. Combined, the top 47 institutional holders of BEN own 57.23% of the company with a total of 297.3 million shares.

In the latest ownership report on June 30th 2025, the top 47 institutional holders increased their combined ownership of BEN by 16.4 million shares. 12 institutions bought 24,796,926 total additional shares and increased their ownership by an average of 230.67%. However 10 institutions sold 8,363,223 total shares and decreased their ownership by an average of 9.73%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Franklin Resources increased by a net total of 16,433,703 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc7.282%0.018%37,806,2646,7492025-06-30
Power Corporation of Canada6.078%0.000%31,557,11702025-06-30
BlackRock Inc5.420%-7.199%28,141,033-2,183,0832025-06-30
State Street Corp4.273%-3.754%22,186,050-865,3022025-06-30
Amvescap Plc.1.936%-16.117%10,053,416-1,931,6492025-06-30
Royal Bank of Canada1.931%1,082.960%10,027,6749,179,9952025-06-30
Dimensional Fund Advisors, Inc.1.832%31.694%9,512,7242,289,3552025-06-30
ProShare Advisors LLC1.671%1.139%8,677,41797,7082025-06-30
Geode Capital Management, LLC1.502%0.141%7,795,53210,9352025-06-30
Citadel Advisors Llc1.382%1,612.810%7,175,4626,756,5332025-06-30
Goldman Sachs Group Inc1.025%-23.518%5,321,206-1,636,2692025-06-30
Morgan Stanley - Brokerage Accounts0.875%-10.023%4,542,473-506,0322025-06-30
UBS Group AG0.727%13.506%3,772,325448,8592025-06-30
Amundi0.646%-11.292%3,352,185-426,7252025-06-30
Charles Schwab Investment Management Inc0.623%2.539%3,236,55380,1462025-06-30
Azora Capital LP0.614%0.000%3,188,7293,188,7292025-06-30
Vest Financial0.559%6.435%2,904,475175,5972025-06-30
Kopernik Global Investors, LLC0.548%16.743%2,843,849407,8672025-06-30
Northern Trust Corp0.529%-18.972%2,748,554-643,5272025-06-30
Verition Fund Managegment, LLC0.528%-2.106%2,740,203-58,9612025-06-30
NORGES BANK0.490%-3.924%2,541,624-103,7982025-06-30
First Trust Advisors L.P.0.438%-0.345%2,275,004-7,8772025-06-30
Holocene Advisors, LP0.415%0.000%2,154,4532,154,4532025-06-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc7.282%0.018%37,806,2646,7492025-06-30
Power Corporation of Canada6.078%0.000%31,557,11702025-06-30
BlackRock Inc5.420%-7.199%28,141,033-2,183,0832025-06-30
State Street Corp4.273%-3.754%22,186,050-865,3022025-06-30
State Street Corporation4.160%1.149%21,755,135247,0322024-03-31
Amvescap Plc.1.936%-16.117%10,053,416-1,931,6492025-06-30
Royal Bank of Canada1.931%1,082.960%10,027,6749,179,9952025-06-30
Dimensional Fund Advisors, Inc.1.832%31.694%9,512,7242,289,3552025-06-30
ProShare Advisors LLC1.671%1.139%8,677,41797,7082025-06-30
Geode Capital Management, LLC1.502%0.141%7,795,53210,9352025-06-30
Citadel Advisors Llc1.382%1,612.810%7,175,4626,756,5332025-06-30
Clarkston Capital Partners, LLC1.321%-1.782%6,956,196-126,1932023-09-30
Goldman Sachs Group Inc1.025%-23.518%5,321,206-1,636,2692025-06-30
Marshall Wace Asset Management Ltd0.884%1,507.840%4,591,8854,306,2922025-03-31
Morgan Stanley - Brokerage Accounts0.875%-10.023%4,542,473-506,0322025-06-30
JPMorgan Chase & Co0.770%263.087%4,044,1102,930,2962024-09-30
Bank of New York Mellon Corp0.740%1.137%3,889,93143,7372024-09-30
UBS Group AG0.727%13.506%3,772,325448,8592025-06-30
Capital Research Global Investors0.678%-85.221%3,551,069-20,476,3502024-06-30
Amundi0.646%-11.292%3,352,185-426,7252025-06-30
Two Sigma Advisers, LLC0.639%-6.136%3,315,000-216,7002025-03-31
Charles Schwab Investment Management Inc0.623%2.539%3,236,55380,1462025-06-30
Azora Capital LP0.614%0.000%3,188,7293,188,7292025-06-30
VOLORIDGE INVESTMENT MANAGEMENT, LLC0.587%-3.067%3,047,050-96,4132025-03-31
AQR Capital Management LLC0.577%-13.784%3,033,736-485,0242024-12-31
Two Sigma Investments LLC0.559%132.716%2,935,2921,673,9712024-12-31
Vest Financial0.559%6.435%2,904,475175,5972025-06-30
Kopernik Global Investors, LLC0.548%16.743%2,843,849407,8672025-06-30
Northern Trust Corp0.529%-18.972%2,748,554-643,5272025-06-30
Verition Fund Managegment, LLC0.528%-2.106%2,740,203-58,9612025-06-30
Franklin Resources Inc0.521%197.032%2,598,6871,723,8022023-03-31
NORGES BANK0.490%-3.924%2,541,624-103,7982025-06-30
Barclays PLC0.449%93.369%2,345,5601,132,5642024-03-31
First Trust Advisors L.P.0.438%-0.345%2,275,004-7,8772025-06-30
Holocene Advisors, LP0.415%0.000%2,154,4532,154,4532025-06-30
Legal & General Group PLC0.409%-1.051%2,148,958-22,8262024-09-30
Nomura Asset Management Co Ltd0.386%23.917%2,026,650391,1592024-12-31
Balyasny Asset Management LLC0.395%-4.932%1,957,131-101,5332023-06-30
Bank of America Corp0.373%434.821%1,951,8281,586,8782024-03-31
Millennium Management LLC0.357%15.480%1,874,514251,2782024-09-30
HighTower Advisors, LLC0.349%9.020%1,726,903142,8782023-06-30
Gallagher Fiduciary Advisors, LLC0.304%-4.136%1,598,573-68,9602024-03-31
UBS Asset Mgmt Americas Inc0.302%-1.203%1,587,524-19,3232024-03-31
Allianz Asset Management AG0.306%-1.821%1,531,614-28,4132022-09-30
WEDGE Capital Management, LLP0.274%-3.412%1,440,709-50,8892024-03-31
Victory Capital Management Inc.0.287%-8.066%1,434,262-125,8422022-12-31
T. Rowe Price Associates, Inc.0.285%-2.536%1,425,381-37,0842022-12-31

Mutual Fund Ownership

Vanguard US Total Market Shares ETF is the biggest individual fund holder of Franklin Resources Inc (BEN), owning a total of 9.9 million shares. Combined, the top 46 mutual fund holders of BEN own 32.83% of the company with a total of 170 million shares.

In the latest ownership report on August 31st 2025, the top 46 fund holders increased their combined ownership of BEN by 37 thousand shares. 1 funds bought 46,046 total additional shares and increased their ownership by an average of 1.25%. However 2 funds sold 9,346 total shares and decreased their ownership by an average of 0.23%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Franklin Resources increased by a net total of 36,700 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Select Dividend ETF1.249%0.000%6,486,56202025-08-31
SPDR® S&P 500® ETF0.721%1.246%3,740,56746,0462025-08-31
iShares Core S&P 500 ETF0.716%0.000%3,717,20902025-08-31
SPDR® S&P Dividend ETF0.618%0.000%3,210,47102025-08-31
The Financial Select Sector SPDR® ETF0.425%-0.315%2,207,854-6,9762025-08-31
State St S&P 500® Indx SL Cl III0.319%-0.143%1,655,234-2,3702025-08-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard US Total Market Shares ETF1.889%0.084%9,923,2828,3052024-09-30
Vanguard Total Stock Mkt Idx Inv1.899%-2.086%9,858,722-210,0552025-07-31
Vanguard Instl Ttl Stck Mkt Idx Tr1.871%1.927%9,277,586175,3822023-03-31
Vanguard 500 Index Investor1.479%-12.777%7,679,107-1,124,8442025-07-31
Vanguard Small Cap Index1.475%-0.637%7,655,733-49,0902025-07-31
ProShares S&P 500 Dividend Aristocrats1.314%0.000%6,823,77502025-08-29
iShares Select Dividend ETF1.249%0.000%6,486,56202025-08-31
Invesco S&P 500® Equal Weight ETF1.209%0.147%6,277,4319,2222025-08-29
Vanguard Small Cap Value Index Inv0.950%0.305%4,931,02414,9962025-07-31
Schwab US Dividend Equity ETF™0.945%0.056%4,727,9952,6392023-02-28
Clarkston Capital SMID Composite0.915%-0.501%4,532,579-22,8382023-09-30
First Trust SMID Cp Rising Div Achv ETF0.818%0.215%4,295,1869,2002025-02-27
Fidelity 500 Index0.757%0.044%3,930,2641,7182025-07-31
SPDR® S&P 500 ETF0.733%-1.444%3,849,839-56,4202025-03-31
SPDR® S&P 500® ETF Trust0.713%-0.522%3,747,737-19,6562025-03-31
SPDR® S&P 500® ETF0.721%1.246%3,740,56746,0462025-08-31
iShares Core S&P 500 ETF0.716%0.000%3,717,20902025-08-31
SPDR® Portfolio S&P 500® High Div ETF0.700%0.248%3,635,2988,9922025-08-29
American Funds American Mutual A0.669%-79.420%3,501,142-13,511,4482024-06-30
Capital Group American Mutual Comp0.669%-79.420%3,501,142-13,511,4482024-06-30
American Funds Capital Income Bldr A0.665%-7.883%3,500,000-299,5002024-03-31
SPDR® S&P 500 ETF Trust0.641%0.744%3,374,42524,9202024-05-30
Vanguard Mid Cap Index Institutional0.638%0.428%3,343,70114,2502024-11-30
Fidelity® 500 Index0.669%0.641%3,314,29021,1142023-11-30
American Funds Income Fund of Amer A0.613%-41.929%3,225,000-2,328,5032024-03-31
SPDR® S&P Dividend ETF0.618%0.000%3,210,47102025-08-31
SPDR® Portfolio S&P 500 High Div ETF0.598%0.000%3,147,96602024-05-30
Vanguard Value Index Inv0.500%0.596%2,617,31615,5002024-08-31
DFA US Targeted Value I0.489%2.412%2,540,94559,8322025-07-31
SPDR® S&P US Dividend Aristocrats ETFDis0.476%-7.490%2,374,703-192,2542023-07-31
Dimensional US Targeted Value ETF0.445%0.000%2,311,10602025-08-29
FT Cboe Vest S&P 500® Dv Ast Tgt Inc ETF0.433%0.000%2,246,54802025-08-28
The Financial Select Sector SPDR® ETF0.425%-0.315%2,207,854-6,9762025-08-31
Vanguard Mid-Cap Value ETF0.413%0.215%2,158,6404,6342024-08-31
Financial Select Sector SPDR® ETF0.385%0.032%2,026,3736542024-05-30
Vanguard Institutional Index I0.362%-0.578%1,876,806-10,9032025-07-31
Clarkston Partners Founders0.364%0.000%1,800,00002023-09-30
State St S&P 500® Indx SL Cl III0.319%-0.143%1,655,234-2,3702025-08-31
Invesco High Yield Eq Div Achiev™ ETF0.303%0.000%1,593,26002025-05-31
First Trust Financials AlphaDEX® ETF0.301%0.134%1,575,7192,1122024-12-30
Nomura US Equity Div Aristocrats Idx MF0.294%36.228%1,547,000411,4002024-10-22
WEDGE QVM-Large Cap Value0.273%-3.435%1,437,162-51,1262024-03-31
Xtrackers S&P 500 EW ETF 1C0.237%-4.581%1,243,844-59,7212025-05-31
Vanguard Institutional 500 Index Trust0.228%0.000%1,184,4741,184,4742025-07-31
Vanguard High Dividend Yield ETF0.228%0.729%1,180,9808,5512025-07-31
Blackrock Eq Idx Fund CF0.225%1.932%1,166,72822,1162025-06-30

Discussions

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bettysburgers1/11/25 06:10pm

$BEN I think I like this stock more everyday

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a11/28/24 12:42pm

$BEN Here we go!!!

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