Franklin Resources BEN Institutional Ownership

NYSE BEN

$34.13 -0.52 (-1.50%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

665 Institutions

Increased 346 52.0%

Unchanged 96 14.4%

Reduced 223 33.5%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

53.57%

▼-2.12 pp QoQ

Shares Held by Institutions

276.01Mn

of 515.20Mn outstanding

▼-2.51% QoQ

Shares Outstanding

515.20Mn

239.19Mn held outside 13F filers

Institutional Investors

665

filed 13F for Jun 2026

▲+58 vs prior quarter

Net Shares Added (QoQ)

-7.11Mn

distributed since last quarter

Value of Holdings

$9.59Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Franklin Resources Inc (NYSE:BEN) is held by 665 institutional investors per 13F filings through June 2026.

Their combined ownership stood at 53.6% of outstanding shares in June 2026, down from 55.7% in March 2026.
They decreased total shares held in BEN by -2.51% quarter over quarter, and investors in Franklin Resources increased 17.28% from a year ago.
Among the 665 funds, 346 bought more Franklin Resources shares, 223 sold down, and 96 held their ground.
Altogether, these fund groups held 276.01Mn shares in BEN by June 2026, down by 7.11Mn shares quarter on quarter, and down 10.76Mn shares year over year.
BlackRock, Inc. is the top holder of Franklin Resources as of June 30, 2026, with 28.91Mn shares representing 5.61% of outstanding stock.
The biggest buyers of Franklin Resources for the quarter ending June 2026 included Sixth Street Partners Management Company, L.P. (3.24Mn), NORGES BANK (2.96Mn), FIL Ltd (1.81Mn), Azora Capital LP (1.81Mn), Woodline Partners LP (1.75Mn).
The biggest sellers of Franklin Resources for the quarter ending June 2026 included CITADEL ADVISORS LLC (10.41Mn), Power Corp of Canada (6.22Mn), JUPITER ASSET MANAGEMENT LTD (2.66Mn), Squarepoint Ops LLC (2.29Mn), Kopernik Global Investors, LLC (2.2Mn).
Business Quant data shows the 10 biggest positions in Franklin Resources as of June 2026 are held by BlackRock, Inc. (28.91Mn), Power Corp of Canada (25.34Mn), VANGUARD CAPITAL MANAGEMENT LLC (20.14Mn), State Street Corp (19.73Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (13.74Mn), Invesco Ltd. (12.09Mn), DIMENSIONAL FUND ADVISORS LP (10.22Mn), GEODE CAPITAL MANAGEMENT, LLC (7.91Mn), Goldman Sachs Group Inc (7.26Mn), Azora Capital LP (6.91Mn).

Form 13F Holdings

665 Institutional Holders

Report period 30 Jun, 2026

Total shares held 276.01Mn

Of outstanding 53.57%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	28,910,284	5.61%	▲143,111	+0.50%	$961.85Mn
2	Power Corp of Canada	0000801166	25,340,031	4.92%	▼6,217,086	-19.70%	$843.06Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	20,135,638	3.91%	▲47,025	+0.23%	$669.91Mn
4	State Street Corp	0000093751	19,733,211	3.83%	▲119,811	+0.61%	$662.93Mn
5	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	13,735,521	2.67%	▼108,588	-0.78%	$456.98Mn
6	Invesco Ltd.	0000914208	12,091,225	2.35%	▼1,473,175	-10.86%	$402.28Mn
7	DIMENSIONAL FUND ADVISORS LP	0000354204	10,224,825	1.98%	▼635,500	-5.85%	$340.18Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	7,910,758	1.54%	▲100,912	+1.29%	$262.70Mn
9	Goldman Sachs Group Inc	0000886982	7,256,259	1.41%	▼185,900	-2.50%	$241.42Mn
10	Azora Capital LP	0001700272	6,908,621	1.34%	▲1,808,672	+35.46%	$229.85Mn
11	ProShare Advisors LLC	0001357955	6,022,325	1.17%	▼534,001	-8.14%	$200.36Mn
12	Artemis Investment Management LLP	0001535385	5,311,209	1.03%	▲431,323	+8.84%	$176.70Mn
13	Morgan Stanley	0000895421	5,011,520	0.97%	▲96,372	+1.96%	$166.73Mn
14	Bank of New York Mellon Corp	0001390777	4,589,483	0.89%	▲4,788	+0.10%	$152.69Mn
15	Barclays Plc	0000312069	4,042,708	0.78%	▲1,229,079	+43.68%	$134.50Mn
16	Northern Trust Corp	0000073124	3,545,296	0.69%	▼124,191	-3.38%	$117.95Mn
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	3,242,005	0.63%	▲10,083	+0.31%	$107.86Mn
17	Sixth Street Partners Management Company, L.P.	0001812095	3,242,005	0.63%	▲3,242,005	0.00%	$107.86Mn
18	Verition Fund Management LLC	0001454027	2,980,343	0.58%	▼42,084	-1.39%	$99.16Mn
19	NORGES BANK	0001374170	2,956,401	0.57%	▲2,956,401	0.00%	$98.36Mn

Showing 1 to 20 of 665 holders