Franklin Resources Ownership | Who Owns Franklin Resources?

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Franklin Resources Ownership Summary

Franklin Resources is owned by 52.74% institutional investors, 47.59% insiders. Vanguard group is the largest institutional shareholder, holding 7.40% of BEN shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.88% of its assets in Franklin Resources shares.

BEN Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Franklin Resources	52.74%	47.59%	-0.34%
Sector	Financial Services Stocks	40.08%	14.24%	45.69%
Industry	Asset Management Stocks	33.65%	9.09%	57.26%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	37.72M	7.40%	$765.25M
Power corp of canada	31.56M	6.19%	$640.29M
Blackrock	32.02M	6.18%	$715.57M
Blackrock funding, inc. /de	29.96M	5.88%	$607.97M
State street	21.93M	4.24%	$451.91M
Invesco	11.72M	2.30%	$237.83M
Proshare advisors	9.40M	1.85%	$190.80M
Geode capital management	7.30M	1.43%	$147.82M
Goldman sachs group	7.22M	1.42%	$146.56M
First trust advisors lp	6.44M	1.26%	$130.64M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Power corp of canada	31.56M	100.00%	$640.29M
Kettle hill capital management	1.00M	4.42%	$20.33M
Kopernik global investors	1.21M	2.62%	$24.53M
Rk asset management	157.53K	2.61%	$3.20M
Foundation resource management	572.38K	1.94%	$11.61M
Evergreen quality fund gp	2.63M	1.71%	$53.37M
Alexander randolph advisory	90.22K	1.70%	$1.83M
Kinloch capital	127.90K	1.49%	$2.86M
Blackhawk capital partners llc.	128.50K	1.35%	$2.61M
Dupree financial group	133.72K	1.24%	$2.71M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	2.65M	0.01%	2.65M
Evergreen quality fund gp	2.63M	1.71%	2.63M
Two sigma advisers, lp	3.53M	0.17%	2.24M
Two sigma investments, lp	2.94M	0.13%	1.67M
First trust advisors lp	6.44M	0.12%	1.60M

Top Sellers

Holder	Shares	% Assets	Change
Capital research global investors	-	-	-3.55M
Bank of new york mellon	1.71M	0.01%	-2.18M
Gallagher fiduciary advisors	-	-	-1.60M
Wedge capital management l l p/nc	-	-	-1.44M
Tudor investment corp et al	282.95K	0.02%	-1.40M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	2.65M	0.01%	2.65M	$53.68M
Evergreen quality fund gp	2.63M	1.71%	2.63M	$53.37M
Kettle hill capital management	1.00M	4.42%	1.00M	$20.33M
Raymond james financial	565.51K	0.00%	565.51K	$11.47M
New age alpha advisors	238.49K	0.20%	238.49K	$4.84M

Sold Out

Holder	Change
Quest partners	-1.00
First command advisory services	-2.00
Carolinas wealth consulting	-5.00
Colonial trust advisors	-6.00
Hm payson	-8.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	563	-2.93%	272,890,729	3.70%	52	2.03%	276	-10.68%	189	11.18%
Sep 30, 2024	575	-2.21%	263,044,728	2.92%	51	2.11%	303	-7.90%	171	3.01%
Jun 30, 2024	579	-3.66%	254,996,639	-2.37%	49	1.94%	324	0.93%	165	-4.07%
Mar 31, 2024	601	4.70%	261,189,818	19.81%	50	2.51%	321	11.07%	172	-8.99%
Dec 31, 2023	574	6.10%	218,012,002	-0.55%	44	2.24%	289	25.11%	189	-3.08%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	9.89M	1.88%	22.28K
Vanguard Institutional 500 Index Trust	8.50M	1.62%	131.96K
ProShares S&P 500 Dividend Aristocrats	8.44M	1.61%	-
Vanguard Small Cap Index	8.01M	1.52%	14.28K
Invesco S&P 500® Equal Weight ETF	6.81M	1.30%	4.92K
iShares Select Dividend ETF	6.07M	1.15%	-
Vanguard Small Cap Value Index Inv	5.30M	1.01%	-9.94K
First Trust SMID Cp Rising Div Achv ETF	4.29M	0.82%	5.52K
SPDR® Portfolio S&P 500® High Div ETF	4.25M	0.81%	1.38K
SPDR® S&P 500® ETF Trust	3.86M	0.73%	15.47K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 04, 2025	JOHNSON CHARLES B	-	Buy	$1.96M
Sep 11, 2024	JOHNSON CHARLES B	-	Buy	$1.91M
Aug 29, 2024	JOHNSON CHARLES B	-	Buy	$1.98M
Aug 28, 2024	JOHNSON JENNIFER M	President and CEO	Buy	$249.74K
Aug 23, 2024	JOHNSON JENNIFER M	President and CEO	Buy	$396.02K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	1	-
2024 Q4	-	-
2024 Q3	4	-
2024 Q2	2	-
2024 Q1	-	-

BEN Ownership FAQ

Who Owns Franklin Resources?

Franklin Resources shareholders are primarily institutional investors at 52.74%, followed by 47.59% insiders and -0.33% retail investors. The average institutional ownership in Franklin Resources's industry, Asset Management Stocks, is 33.65%, which Franklin Resources exceeds.

Who owns the most shares of Franklin Resources?

Franklin Resources’s largest shareholders are Vanguard group (37.72M shares, 7.40%), Power corp of canada (31.56M shares, 6.19%), and Blackrock (32.02M shares, 6.18%). Together, they hold 19.77% of Franklin Resources’s total shares outstanding.

Does Blackrock own Franklin Resources?

Yes, BlackRock owns 6.18% of Franklin Resources, totaling 32.02M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 715.57M$. In the last quarter, BlackRock increased its holdings by 736.04K shares, a 2.35% change.

Who is Franklin Resources’s biggest shareholder by percentage of total assets invested?

Power corp of canada is Franklin Resources’s biggest shareholder by percentage of total assets invested, with 100.00% of its assets in 31.56M Franklin Resources shares, valued at 640.29M$.

Who is the top mutual fund holder of Franklin Resources shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Franklin Resources shares, with 1.88% of its total shares outstanding invested in 9.89M Franklin Resources shares.

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