Franklin Resources Inc (BEN) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

555,434,783Shares Outstanding

33,280,747Shares held by institutions

$914,887,735Value of institutional holdings

47.36%Institutional ownership %

4.61%Shares Changed QoQ

542No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Franklin Resources Inc (NYSE:BEN) currently has 542 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

Franklin Resources saw its institutional ownership percentage rose to 47.4% in December 2025 from 46.8% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 4.61%, with a year-over-year a decrease of 2.87% in the count of filers.
During the quarter, 282 institutions bought more Franklin Resources shares, 174 sold shares, and 86 of the 542 total investors held their position steady.
The total number of shares held by institutions in Franklin Resources increased to 263.05Mn as of December 2025, a net change of up by 11.59Mn shares quarter on quarter, and down 13.10Mn shares year over year.
VANGUARD GROUP INC's holding of 37.11Mn shares as of December 31, 2025 makes it the primary institutional investor in Franklin Resources, owning 6.68% of the stock.
Among the most significant buyers of Franklin Resources during December 2025 were NORGES BANK (4.11Mn), Squarepoint Ops LLC (2.70Mn), Azora Capital LP (2.55Mn), Bank of New York Mellon Corp (2.08Mn), CITADEL ADVISORS LLC (1.90Mn).
Leading sellers of Franklin Resources stock in December 2025 included ROYAL BANK OF CANADA (7.48Mn), MORGAN STANLEY (1.90Mn), UBS Group AG (1.10Mn), GOLDMAN SACHS GROUP INC (1.01Mn), JANE STREET GROUP, LLC (808.30K).
The top 10 institutional holders of Franklin Resources for the quarter ending December 2025 included VANGUARD GROUP INC (37.11Mn), Power Corp of Canada (31.56Mn), BlackRock, Inc. (29.71Mn), STATE STREET CORP (20.74Mn), DIMENSIONAL FUND ADVISORS LP (10.88Mn), GEODE CAPITAL MANAGEMENT, LLC (8.07Mn), ProShare Advisors LLC (7.08Mn), CITADEL ADVISORS LLC (6.28Mn), Azora Capital LP (5.80Mn), GOLDMAN SACHS GROUP INC (5.65Mn).

542 Institutional Holders

33,280,747 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	37,109,786	-140,540	-0.38%	$886,552,788.00
Power Corp of Canada	31 Dec, 2025	31,557,117	0	0.00%	$753,899,525.00
BlackRock, Inc.	31 Dec, 2025	29,711,243	1,364,878	4.82%	$709,801,594.00
STATE STREET CORP	31 Dec, 2025	20,744,893	-144,720	-0.69%	$502,337,564.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	10,882,860	816,952	8.12%	$259,988,229.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	8,069,495	272,335	3.49%	$192,773,715.00
ProShare Advisors LLC	31 Dec, 2025	7,083,168	243,836	3.57%	$169,216,881.00
CITADEL ADVISORS LLC	31 Dec, 2025	6,280,203	1,897,692	43.30%	$150,034,050.00
Azora Capital LP	31 Dec, 2025	5,796,575	2,554,105	78.77%	$138,480,177.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	5,645,590	-1,006,945	-15.14%	$134,873,166.00
MORGAN STANLEY	31 Dec, 2025	4,314,807	-1,899,582	-30.57%	$103,080,778.00
Squarepoint Ops LLC	31 Dec, 2025	4,131,559	2,697,743	188.15%	$98,702,945.00
NORGES BANK	31 Dec, 2025	4,109,155	4,109,155	0.00%	$98,167,713.00
NORTHERN TRUST CORP	31 Dec, 2025	3,903,940	-214,746	-5.21%	$93,265,127.00
Bank of New York Mellon Corp	31 Dec, 2025	3,737,050	2,078,369	125.30%	$89,278,115.00
Kopernik Global Investors, LLC	31 Dec, 2025	3,369,165	633,541	23.16%	$80,489,352.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	3,167,922	-1,194	-0.04%	$75,681,657.00
UBS Group AG	31 Dec, 2025	2,275,064	-1,098,678	-32.57%	$54,351,279.00
Vest Financial, LLC	31 Dec, 2025	2,183,589	-34,541	-1.56%	$52,165,942.00
Verition Fund Management LLC	31 Dec, 2025	2,176,436	925,701	74.01%	$51,995,056.00

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