Franklin Resources Inc (BEN) Ownership

20.49 ↑0.52 (2.60%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Franklin Resources Inc (BEN), owning a total of 36.6 million shares. Combined, the top 35 institutional holders of BEN own 48.30% of the company with a total of 252.4 million shares.

In the latest ownership report on September 30th 2024, the top 35 institutional holders increased their combined ownership of BEN by 11.1 million shares. 14 institutions bought 15,721,845 total additional shares and increased their ownership by an average of 31.41%. However 4 institutions sold 4,589,752 total shares and decreased their ownership by an average of 14.43%.

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 11,132,093 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	6.993%	2.885%	36,620,436	1,026,882	2024-09-30
Power Corporation of Canada	6.162%	0.148%	32,269,966	47,744	2024-09-30
State Street Corp	4.040%	2.914%	21,155,516	599,045	2024-09-30
Amvescap Plc.	2.045%	17.085%	10,709,691	1,562,741	2024-09-30
ProShare Advisors LLC	1.501%	10.796%	7,861,397	766,007	2024-09-30
Goldman Sachs Group Inc	1.498%	73.889%	7,846,214	3,334,013	2024-09-30
Geode Capital Management, LLC	1.401%	6.115%	7,334,601	422,688	2024-09-30
Dimensional Fund Advisors, Inc.	1.058%	74.082%	5,542,680	2,358,730	2024-09-30
Morgan Stanley - Brokerage Accounts	0.958%	-46.036%	5,014,461	-4,277,709	2024-09-30
First Trust Advisors L.P.	0.924%	39.225%	4,839,014	1,363,335	2024-09-30
Bank of New York Mellon Corp	0.743%	1.137%	3,889,931	43,737	2024-09-30
VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.683%	100.384%	3,574,817	1,790,832	2024-09-30
AQR Capital Management LLC	0.672%	43.612%	3,518,760	1,068,570	2024-09-30
Charles Schwab Investment Management Inc	0.573%	44.650%	2,998,574	925,590	2024-09-30
Northern Trust Corp	0.533%	-5.859%	2,789,288	-173,589	2024-09-30
Amundi	0.440%	-4.781%	2,303,116	-115,628	2024-09-30
Vest Financial	0.423%	22.863%	2,213,663	411,931	2024-09-30
Legal & General Group PLC	0.410%	-1.051%	2,148,958	-22,826	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	6.993%	2.885%	36,620,436	1,026,882	2024-09-30
Power Corporation of Canada	6.162%	0.148%	32,269,966	47,744	2024-09-30
BlackRock Inc	6.114%	2.353%	32,016,456	736,038	2024-06-30
State Street Corporation	4.160%	1.149%	21,755,135	247,032	2024-03-31
State Street Corp	4.040%	2.914%	21,155,516	599,045	2024-09-30
Amvescap Plc.	2.045%	17.085%	10,709,691	1,562,741	2024-09-30
ProShare Advisors LLC	1.501%	10.796%	7,861,397	766,007	2024-09-30
Goldman Sachs Group Inc	1.498%	73.889%	7,846,214	3,334,013	2024-09-30
Geode Capital Management, LLC	1.401%	6.115%	7,334,601	422,688	2024-09-30
Clarkston Capital Partners, LLC	1.321%	-1.782%	6,956,196	-126,193	2023-09-30
Dimensional Fund Advisors, Inc.	1.058%	74.082%	5,542,680	2,358,730	2024-09-30
Morgan Stanley - Brokerage Accounts	0.958%	-46.036%	5,014,461	-4,277,709	2024-09-30
First Trust Advisors L.P.	0.924%	39.225%	4,839,014	1,363,335	2024-09-30
Bank of New York Mellon Corp	0.743%	1.137%	3,889,931	43,737	2024-09-30
Royal Bank of Canada	0.731%	8.346%	3,830,174	295,049	2024-06-30
VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.683%	100.384%	3,574,817	1,790,832	2024-09-30
Capital Research Global Investors	0.678%	-85.221%	3,551,069	-20,476,350	2024-06-30
AQR Capital Management LLC	0.672%	43.612%	3,518,760	1,068,570	2024-09-30
Charles Schwab Investment Management Inc	0.573%	44.650%	2,998,574	925,590	2024-09-30
Northern Trust Corp	0.533%	-5.859%	2,789,288	-173,589	2024-09-30
Franklin Resources Inc	0.521%	197.032%	2,598,687	1,723,802	2023-03-31
Barclays PLC	0.449%	93.369%	2,345,560	1,132,564	2024-03-31
Amundi	0.440%	-4.781%	2,303,116	-115,628	2024-09-30
Vest Financial	0.423%	22.863%	2,213,663	411,931	2024-09-30
Legal & General Group PLC	0.410%	-1.051%	2,148,958	-22,826	2024-09-30
NORGES BANK	0.398%	25.213%	2,082,566	419,341	2024-06-30
Balyasny Asset Management LLC	0.395%	-4.932%	1,957,131	-101,533	2023-06-30
Bank of America Corp	0.373%	434.821%	1,951,828	1,586,878	2024-03-31
HighTower Advisors, LLC	0.349%	9.020%	1,726,903	142,878	2023-06-30
Gallagher Fiduciary Advisors, LLC	0.304%	-4.136%	1,598,573	-68,960	2024-03-31
UBS Asset Mgmt Americas Inc	0.302%	-1.203%	1,587,524	-19,323	2024-03-31
Allianz Asset Management AG	0.306%	-1.821%	1,531,614	-28,413	2022-09-30
WEDGE Capital Management, LLP	0.274%	-3.412%	1,440,709	-50,889	2024-03-31
Victory Capital Management Inc.	0.287%	-8.066%	1,434,262	-125,842	2022-12-31
T. Rowe Price Associates, Inc.	0.285%	-2.536%	1,425,381	-37,084	2022-12-31

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Franklin Resources Inc (BEN), owning a total of 9.9 million shares. Combined, the top 37 mutual fund holders of BEN own 28.17% of the company with a total of 145.8 million shares.

In the latest ownership report on November 30th 2024, the top 37 fund holders increased their combined ownership of BEN by 32 thousand shares. 2 funds bought 32,669 total additional shares and increased their ownership by an average of 0.52%. However 1 funds sold 600 total shares and decreased their ownership by an average of 0.04%.

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 32,069 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Select Dividend ETF	1.168%	0.000%	6,114,019	0	2024-11-30
SPDR® S&P 500® ETF Trust	0.729%	0.595%	3,814,895	22,568	2024-11-30
SPDR® S&P Dividend ETF	0.709%	0.000%	3,714,366	0	2024-11-30
iShares Core S&P 500 ETF	0.665%	0.000%	3,482,176	0	2024-11-30
The Financial Select Sector SPDR® ETF	0.439%	0.441%	2,300,277	10,101	2024-11-30
State St S&P 500® Indx SL Cl III	0.286%	-0.040%	1,495,347	-600	2024-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	1.888%	-0.351%	9,888,424	-34,858	2024-10-31
ProShares S&P 500 Dividend Aristocrats	1.785%	-0.085%	9,345,601	-7,910	2024-11-29
Vanguard Instl Ttl Stck Mkt Idx Tr	1.871%	1.927%	9,277,586	175,382	2023-03-31
Vanguard Institutional 500 Index Trust	1.561%	1.173%	8,175,864	94,813	2024-10-31
Invesco S&P 500® Equal Weight ETF	1.319%	0.140%	6,907,738	9,625	2024-11-29
Vanguard 500 Index Investor	1.377%	0.490%	6,869,618	33,473	2023-08-31
iShares Select Dividend ETF	1.168%	0.000%	6,114,019	0	2024-11-30
Schwab US Dividend Equity ETF™	0.945%	0.056%	4,727,995	2,639	2023-02-28
Clarkston Capital SMID Composite	0.915%	-0.501%	4,532,579	-22,838	2023-09-30
Vanguard Small Cap Index	0.751%	0.196%	3,933,443	7,700	2024-10-31
SPDR® S&P 500® ETF Trust	0.729%	0.595%	3,814,895	22,568	2024-11-30
Fidelity 500 Index	0.723%	-0.165%	3,786,979	-6,249	2024-10-31
SPDR® S&P Dividend ETF	0.709%	0.000%	3,714,366	0	2024-11-30
First Trust SMID Cp Rising Div Achv ETF	0.694%	0.454%	3,632,931	16,416	2024-11-28
SPDR® Portfolio S&P 500® High Div ETF	0.669%	-0.066%	3,504,005	-2,314	2024-11-29
American Funds American Mutual A	0.669%	-79.420%	3,501,142	-13,511,448	2024-06-30
Capital Group American Mutual Comp	0.669%	-79.420%	3,501,142	-13,511,448	2024-06-30
American Funds Capital Income Bldr A	0.665%	-7.883%	3,500,000	-299,500	2024-03-31
iShares Core S&P 500 ETF	0.665%	0.000%	3,482,176	0	2024-11-30
SPDR® S&P 500 ETF Trust	0.641%	0.744%	3,374,425	24,920	2024-05-30
Vanguard Mid Cap Index Institutional	0.636%	0.301%	3,329,451	9,991	2024-10-31
Fidelity® 500 Index	0.669%	0.641%	3,314,290	21,114	2023-11-30
American Funds Income Fund of Amer A	0.613%	-41.929%	3,225,000	-2,328,503	2024-03-31
SPDR® Portfolio S&P 500 High Div ETF	0.598%	0.000%	3,147,966	0	2024-05-30
FT Cboe Vest S&P 500® Dv Ast Tgt Inc ETF	0.513%	0.298%	2,685,997	7,992	2024-11-28
Vanguard Small Cap Value Index Inv	0.508%	-0.034%	2,660,426	-916	2024-10-31
Vanguard Value Index Inv	0.500%	0.596%	2,617,316	15,500	2024-08-31
SPDR® S&P US Dividend Aristocrats ETFDis	0.476%	-7.490%	2,374,703	-192,254	2023-07-31
The Financial Select Sector SPDR® ETF	0.439%	0.441%	2,300,277	10,101	2024-11-30
Vanguard Mid-Cap Value ETF	0.413%	0.215%	2,158,640	4,634	2024-08-31
DFA US Targeted Value I	0.391%	9.891%	2,049,780	184,500	2024-10-31
Financial Select Sector SPDR® ETF	0.385%	0.032%	2,026,373	654	2024-05-30
Vanguard Institutional Index I	0.374%	-0.263%	1,958,716	-5,173	2024-10-31
Clarkston Partners Founders	0.364%	0.000%	1,800,000	0	2023-09-30
Invesco High Yield Eq Div Achiev™ ETF	0.315%	0.000%	1,650,997	0	2024-11-29
State St S&P 500® Indx SL Cl III	0.286%	-0.040%	1,495,347	-600	2024-11-30
WEDGE QVM-Large Cap Value	0.273%	-3.435%	1,437,162	-51,126	2024-03-31