Franklin Resources Ownership | Who Owns Franklin Resources?
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
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