Franklin Resources Ownership 2024 | Who Owns Franklin Resources Now?
Institutional Ownership
49.12%
Insider Ownership
46.76%
Retail Ownership
4.13%
Institutional Holders
572.00
Franklin Resources Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 6.87% | 0.02% | 35,593,554 | -295,923 | -0.82% | 795,515,933 | Jun 30, 2024 |
| POWER CORP OF CANADA | 6.22% | 90.93% | 32,222,222 | 665,105 | 2.11% | 720,166,662 | Jun 30, 2024 |
| BLACKROCK INC. | 6.18% | 0.02% | 32,016,456 | 736,038 | 2.35% | 715,567,787 | Jun 30, 2024 |
| STATE STREET CORP | 3.97% | 0.02% | 20,556,471 | -1,198,664 | -5.51% | 465,733,408,000 | Jun 30, 2024 |
| INVESCO LTD. | 1.76% | 0.04% | 9,146,950 | 1,748,542 | 23.63% | 204,434,340 | Jun 30, 2024 |
| PROSHARE ADVISORS LLC | 1.37% | 0.42% | 7,095,390 | 676,760 | 10.54% | 158,581,967 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.33% | 0.01% | 6,911,913 | 76,737 | 1.12% | 154,072,808 | Jun 30, 2024 |
| MORGAN STANLEY | 0.90% | 0.01% | 4,646,085 | 254,130 | 5.79% | 103,840,033 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.87% | 0.02% | 4,512,201 | 2,432,229 | 116.94% | 100,847,687 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.74% | 0.02% | 3,846,194 | -9,629 | -0.25% | 85,962,431 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.74% | 0.02% | 3,833,465 | 298,340 | 8.44% | 85,678,000 | Jun 30, 2024 |
| CAPITAL RESEARCH GLOBAL INVESTORS | 0.69% | 0.02% | 3,551,069 | -20,476,350 | -85.22% | 79,366,579 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.67% | 0.08% | 3,475,679 | 847,120 | 32.23% | 77,681,425 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.61% | 0.02% | 3,183,950 | 54,063 | 1.73% | 71,171,173 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.57% | 0.01% | 2,962,877 | -128,265 | -4.15% | 66,220,301,000 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.47% | 0.08% | 2,450,190 | 1,751,587 | 250.73% | 54,663,744 | Jun 30, 2024 |
| AMUNDI | 0.47% | 0.02% | 2,418,744 | -463,560 | -16.08% | 54,163,403 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.42% | 0.01% | 2,171,784 | -205,667 | -8.65% | 48,539,661 | Jun 30, 2024 |
| NORGES BANK | 0.40% | 0.01% | 2,082,566 | 2,082,566 | 100.00% | 46,545,350 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.40% | 0.01% | 2,072,984 | 65,779 | 3.28% | 46,331,192 | Jun 30, 2024 |
Franklin Resources's largest institutional shareholder is VANGUARD GROUP INC, holding 6.87% of the company's total share outstanding, currently valued at $795.52M. The top 10 institutional shareholders own together 30.20% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| POWER CORP OF CANADA | 6.22% | 90.93% | 32,222,222 | 665,105 | 2.11% | 720,166,662 | Jun 30, 2024 |
| RK ASSET MANAGEMENT, LLC | 0.03% | 2.99% | 154,986 | -675 | -0.43% | 3,464,000 | Jun 30, 2024 |
| BIECHELE ROYCE ADVISORS | 0.07% | 2.65% | 351,290 | -28,133 | -7.41% | 7,851,000 | Jun 30, 2024 |
| FOUNDATION RESOURCE MANAGEMENT INC | 0.11% | 2.09% | 584,606 | 270 | 0.05% | 13,065,934 | Jun 30, 2024 |
| ALEXANDER RANDOLPH ADVISORY, INC. | 0.02% | 1.92% | 91,941 | -375 | -0.41% | 2,054,882 | Jun 30, 2024 |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | 0.19% | 1.89% | 1,000,000 | - | - | 22,380,000 | Jun 30, 2024 |
| KINLOCH CAPITAL, LLC | 0.02% | 1.49% | 127,903 | -895 | -0.69% | 2,858,632 | Jun 30, 2024 |
| UNCOMMON CENTS INVESTING LLC | 0.03% | 1.21% | 172,535 | 2,780 | 1.64% | 3,856,157 | Jun 30, 2024 |
| BLACKHAWK CAPITAL PARTNERS LLC. | 0.02% | 1.16% | 86,340 | 86,340 | 100.00% | 1,929,699 | Jun 30, 2024 |
| AMERICAN FINANCIAL GROUP INC | 0.02% | 1.14% | 119,150 | - | - | 2,663,000 | Jun 30, 2024 |
| WEAVER C. BARKSDALE & ASSOCIATES, INC. | 0.01% | 1.08% | 50,879 | -806 | -1.56% | 1,137,156 | Jun 30, 2024 |
| ALTRIUS CAPITAL MANAGEMENT INC | 0.03% | 1.04% | 176,306 | 31,186 | 21.49% | 3,940,456 | Jun 30, 2024 |
| GREENWICH WEALTH MANAGEMENT LLC | 0.12% | 0.98% | 599,917 | 309 | 0.05% | 13,408,000 | Jun 30, 2024 |
| CBOE VEST FINANCIAL, LLC | 0.35% | 0.97% | 1,801,732 | 411,845 | 29.63% | 40,268,710 | Jun 30, 2024 |
| CHATHAM CAPITAL GROUP, INC. | 0.05% | 0.95% | 242,882 | - | - | 5,428,413 | Jun 30, 2024 |
| GIFFORD FONG ASSOCIATES | 0.03% | 0.83% | 140,480 | 75,000 | 114.54% | 3,140,000 | Jun 30, 2024 |
| KEYSTONE FINANCIAL PLANNING, INC. | 0.02% | 0.80% | 108,286 | -3,942 | -3.51% | 2,420,203 | Jun 30, 2024 |
| JOULE FINANCIAL, LLC | 0.00% | 0.79% | 13,070 | 1,988 | 17.94% | 296,166 | Jun 30, 2024 |
| AIMZ INVESTMENT ADVISORS, LLC | 0.02% | 0.72% | 89,276 | -1,179 | -1.30% | 1,995,326 | Jun 30, 2024 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 0.07% | 0.71% | 364,935 | 2,399 | 0.66% | 8,156,297 | Jun 30, 2024 |
The largest Franklin Resources shareholder by % of total assets is POWER CORP OF CANADA. The company owns 32.22M shares of Franklin Resources (BEN), representing 90.93% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | 0.87% | 0.02% | 4,512,201 | 2,432,229 | 116.94% | 100,847,687 | Jun 30, 2024 |
| NORGES BANK | 0.40% | 0.01% | 2,082,566 | 2,082,566 | 100.00% | 46,545,350 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.47% | 0.08% | 2,450,190 | 1,751,587 | 250.73% | 54,663,744 | Jun 30, 2024 |
| INVESCO LTD. | 1.76% | 0.04% | 9,146,950 | 1,748,542 | 23.63% | 204,434,340 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.34% | 0.15% | 1,783,985 | 1,457,855 | 447.02% | 39,872,065 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.27% | 0.04% | 1,406,324 | 1,178,594 | 517.54% | 31,431,342 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.29% | 0.17% | 1,480,834 | 964,617 | 186.86% | 33,096,640 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.31% | 0.02% | 1,623,236 | 851,442 | 110.32% | 36,279,325 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.67% | 0.08% | 3,475,679 | 847,120 | 32.23% | 77,681,425 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.32% | 0.06% | 1,663,246 | 767,963 | 85.78% | 37,173,548 | Jun 30, 2024 |
| BLACKROCK INC. | 6.18% | 0.02% | 32,016,456 | 736,038 | 2.35% | 715,567,787 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.24% | 0.03% | 1,263,264 | 708,359 | 127.65% | 28,233,950 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.17% | 0.03% | 906,270 | 693,074 | 325.09% | 20,255,135 | Jun 30, 2024 |
| PROSHARE ADVISORS LLC | 1.37% | 0.42% | 7,095,390 | 676,760 | 10.54% | 158,581,967 | Jun 30, 2024 |
| POWER CORP OF CANADA | 6.22% | 90.93% | 32,222,222 | 665,105 | 2.11% | 720,166,662 | Jun 30, 2024 |
| ALYESKA INVESTMENT GROUP, L.P. | 0.11% | 0.08% | 589,163 | 589,163 | 100.00% | 13,167,793 | Jun 30, 2024 |
| LPL FINANCIAL LLC | 0.10% | 0.01% | 522,777 | 414,687 | 383.65% | 11,684,055 | Jun 30, 2024 |
| CBOE VEST FINANCIAL, LLC | 0.35% | 0.97% | 1,801,732 | 411,845 | 29.63% | 40,268,710 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.19% | 0.04% | 992,294 | 380,524 | 62.20% | 22,177,771 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.11% | 0.03% | 586,853 | 375,001 | 177.01% | 13,116,165 | Jun 30, 2024 |
As of Jun 30 2024, Franklin Resources's largest institutional buyer is GOLDMAN SACHS GROUP INC. The company purchased 2.43M stocks of BEN, valued at $100.85M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CAPITAL RESEARCH GLOBAL INVESTORS | 0.69% | 0.02% | 3,551,069 | -20,476,350 | -85.22% | 79,366,579 | Jun 30, 2024 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | - | - | - | -1,598,573 | -100.00% | - | Jun 30, 2024 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | - | - | - | -1,440,709 | -100.00% | - | Jun 30, 2024 |
| STATE STREET CORP | 3.97% | 0.02% | 20,556,471 | -1,198,664 | -5.51% | 465,733,408,000 | Jun 30, 2024 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 0.00% | 0.00% | 13,884 | -855,100 | -98.40% | 310,307 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.11% | 0.00% | 556,907 | -774,281 | -58.16% | 12,446,873 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.27% | 0.00% | 1,375,745 | -576,083 | -29.52% | 30,747,905 | Jun 30, 2024 |
| KBC GROUP NV | 0.07% | 0.02% | 344,361 | -491,255 | -58.79% | 7,697,000 | Jun 30, 2024 |
| BARCLAYS PLC | 0.36% | 0.01% | 1,856,985 | -488,575 | -20.83% | 41,500,000 | Jun 30, 2024 |
| AMUNDI | 0.47% | 0.02% | 2,418,744 | -463,560 | -16.08% | 54,163,403 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.09% | 0.01% | 480,938 | -306,345 | -38.91% | 10,749,000 | Jun 30, 2024 |
| VANGUARD GROUP INC | 6.87% | 0.02% | 35,593,554 | -295,923 | -0.82% | 795,515,933 | Jun 30, 2024 |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 0.01% | 0.00% | 43,500 | -237,890 | -84.54% | 972,000 | Jun 30, 2024 |
| SIENNA GESTION | - | - | - | -220,472 | -100.00% | - | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.42% | 0.01% | 2,171,784 | -205,667 | -8.65% | 48,539,661 | Jun 30, 2024 |
| STATE OF WISCONSIN INVESTMENT BOARD | 0.04% | 0.01% | 226,937 | -195,330 | -46.26% | 5,072,042 | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | - | - | - | -175,119 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -164,737 | -100.00% | - | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.03% | 0.00% | 172,080 | -159,596 | -48.12% | 3,845,988 | Jun 30, 2024 |
| MITSUBISHI UFJ TRUST & BANKING CORP | 0.03% | 0.01% | 137,973 | -140,295 | -50.42% | 3,083,696 | Jun 30, 2024 |
As of Jun 30 2024, Franklin Resources's biggest institutional seller is CAPITAL RESEARCH GLOBAL INVESTORS. The company sold -20.48M shares of BEN, valued at $79.37M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.40% | 0.01% | 2,082,566 | 2,082,566 | 100.00% | 46,545,350 | Jun 30, 2024 |
| AUSTRALIANSUPER PTY LTD | 0.06% | 0.04% | 291,809 | 291,809 | 100.00% | 6,521,931 | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | 0.03% | 0.19% | 153,231 | 153,231 | 100.00% | 3,424,713 | Jun 30, 2024 |
| FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.03% | 0.03% | 131,853 | 131,853 | 100.00% | 2,947,000 | Jun 30, 2024 |
| BLACKHAWK CAPITAL PARTNERS LLC. | 0.02% | 1.16% | 86,340 | 86,340 | 100.00% | 1,929,699 | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | 0.02% | 0.02% | 81,923 | 81,923 | 100.00% | 1,830,979 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.01% | 0.01% | 76,503 | 76,503 | 100.00% | 1,709,842 | Jun 30, 2024 |
| J. SAFRA SARASIN HOLDING AG | 0.01% | 0.03% | 66,783 | 66,783 | 100.00% | 1,492,600 | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | 0.01% | 0.26% | 62,796 | 62,796 | 100.00% | 1,403,491 | Jun 30, 2024 |
| INCEPTIONR LLC | 0.01% | 0.39% | 61,346 | 61,346 | 100.00% | 1,371,083 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.01% | 0.00% | 60,000 | 60,000 | 100.00% | 1,341,000 | Jun 30, 2024 |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | 0.01% | 0.01% | 42,678 | 42,678 | 100.00% | 953,853 | Jun 30, 2024 |
| VERSOR INVESTMENTS LP | 0.01% | 0.17% | 42,253 | 42,253 | 100.00% | 944,355 | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | 0.01% | 0.14% | 35,396 | 35,396 | 100.00% | 791,101 | Jun 30, 2024 |
| ELEVATED CAPITAL ADVISORS, LLC | 0.01% | 0.21% | 32,749 | 32,749 | 100.00% | 731,940 | Jun 30, 2024 |
| BANCO BTG PACTUAL S.A. | 0.01% | 0.12% | 32,500 | 32,500 | 100.00% | 743,275 | Jun 30, 2024 |
| WADE FINANCIAL ADVISORY, INC | 0.01% | 0.22% | 27,831 | 27,831 | 100.00% | 622,023 | Jun 30, 2024 |
| IMC-CHICAGO, LLC | 0.01% | 0.00% | 27,787 | 27,787 | 100.00% | 621,039 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.01% | 0.00% | 26,765 | 26,765 | 100.00% | 598,198 | Jun 30, 2024 |
| MIZUHO SECURITIES USA LLC | 0.00% | 0.01% | 23,123 | 23,123 | 100.00% | 516,799 | Jun 30, 2024 |
| MBB PUBLIC MARKETS I LLC | 0.00% | 0.01% | 21,300 | 21,300 | 100.00% | 476,055 | Jun 30, 2024 |
| AVANTAX ADVISORY SERVICES, INC. | 0.00% | 0.00% | 21,265 | 21,265 | 100.00% | 475,265 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.00% | 0.28% | 21,200 | 21,200 | 100.00% | 473,820 | Jun 30, 2024 |
| SCIENTECH RESEARCH LLC | 0.00% | 0.10% | 20,750 | 20,750 | 100.00% | 463,763 | Jun 30, 2024 |
| GTS SECURITIES LLC | 0.00% | 0.00% | 20,300 | 20,300 | 100.00% | 453,705 | Jun 30, 2024 |
| VERUS CAPITAL PARTNERS, LLC | 0.00% | 0.04% | 19,306 | 19,306 | 100.00% | 431,482 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.00% | 0.03% | 18,986 | 18,986 | 100.00% | 424,000 | Jun 30, 2024 |
| NEO IVY CAPITAL MANAGEMENT | 0.00% | 0.08% | 18,616 | 18,616 | 100.00% | 416,000 | Jun 30, 2024 |
| ALPHACORE CAPITAL LLC | 0.00% | 0.10% | 18,438 | 18,438 | 100.00% | 417,805 | Jun 30, 2024 |
| NATIXIS | 0.00% | 0.00% | 16,714 | 16,714 | 100.00% | 373,558 | Jun 30, 2024 |
| PALLAS CAPITAL ADVISORS LLC | 0.00% | 0.02% | 16,450 | 16,450 | 100.00% | 388,220 | Jun 30, 2024 |
| OXFORD ASSET MANAGEMENT LLP | 0.00% | 0.43% | 16,259 | 16,259 | 100.00% | 363,389 | Jun 30, 2024 |
| NUMERAI GP LLC | 0.00% | 0.13% | 16,178 | 16,178 | 100.00% | 361,578 | Jun 30, 2024 |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 0.00% | 0.00% | 14,527 | 14,527 | 100.00% | 324,678 | Jun 30, 2024 |
| BURKE & HERBERT BANK & TRUST CO | 0.00% | 0.08% | 14,360 | 14,360 | 100.00% | 320,946 | Jun 30, 2024 |
| M&G PLC | 0.00% | 0.00% | 13,907 | 13,907 | 100.00% | 305,954 | Jun 30, 2024 |
| JOURNEY ADVISORY GROUP, LLC | 0.00% | 0.03% | 12,744 | 12,744 | 100.00% | 284,829 | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | 0.00% | 0.00% | 12,300 | 12,300 | 100.00% | 274,905 | Jun 30, 2024 |
| PARAGON CAPITAL MANAGEMENT LTD | 0.00% | 0.05% | 11,704 | 11,704 | 100.00% | 261,584 | Jun 30, 2024 |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 0.00% | 0.00% | 11,319 | 11,319 | 100.00% | 4,690,000 | Jun 30, 2024 |
| MACHINA CAPITAL S.A.S. | 0.00% | 0.10% | 10,411 | 10,411 | 100.00% | 232,686 | Jun 30, 2024 |
| AIA GROUP LTD | 0.00% | 0.01% | 10,222 | 10,222 | 100.00% | 228,462 | Jun 30, 2024 |
| NEOS INVESTMENT MANAGEMENT LLC | 0.00% | 0.01% | 9,728 | 9,728 | 100.00% | 217,421 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.00% | 0.00% | 9,700 | 9,700 | 100.00% | 216,795 | Jun 30, 2024 |
| HARDY REED LLC | 0.00% | 0.02% | 9,620 | 9,620 | 100.00% | 215,007 | Jun 30, 2024 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 0.00% | 0.00% | 3,050 | 3,050 | 100.00% | 68,168 | Jun 30, 2024 |
| SENTRY INVESTMENT MANAGEMENT LLC | 0.00% | 0.01% | 1,342 | 1,342 | 100.00% | 30,000 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.00% | 1,249 | 1,249 | 100.00% | 27,925 | Jun 30, 2024 |
| ALTSHULER SHAHAM LTD | 0.00% | 0.00% | 1,225 | 1,225 | 100.00% | 27,379 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.01% | 963 | 963 | 100.00% | 21,523 | Jun 30, 2024 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 0.00% | 0.09% | 443 | 443 | 100.00% | 9,901 | Jun 30, 2024 |
| FAIRWAY WEALTH LLC | 0.00% | 0.00% | 269 | 269 | 100.00% | 6,012 | Jun 30, 2024 |
| GLEASON GROUP, INC. | - | 0.00% | 203 | 203 | 100.00% | 4,537 | Jun 30, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | - | - | 200 | 200 | 100.00% | 4,470 | Jun 30, 2024 |
| Y.D. MORE INVESTMENTS LTD | - | - | 159 | 159 | 100.00% | 9 | Jun 30, 2024 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | - | - | 143 | 143 | 100.00% | 3,240 | Jun 30, 2024 |
| - | 0.00% | 126 | 126 | 100.00% | 2,855 | Jun 30, 2024 | |
| HALLMARK CAPITAL MANAGEMENT INC | - | 0.00% | 100 | 100 | 100.00% | 2,235 | Jun 30, 2024 |
| UNIQUE WEALTH STRATEGIES, LLC | - | 0.00% | 100 | 100 | 100.00% | 2,811 | Jun 30, 2024 |
| CORNERSTONE PLANNING GROUP LLC | - | 0.00% | 83 | 83 | 100.00% | 1,782 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | - | 0.00% | 61 | 61 | 100.00% | 1,364 | Jun 30, 2024 |
| SACHETTA, LLC | - | 0.00% | 51 | 51 | 100.00% | 1,164 | Jun 30, 2024 |
| WEST FINANCIAL ADVISORS, LLC | - | 0.00% | 50 | 50 | 100.00% | 1,118 | Jun 30, 2024 |
| FIRST HORIZON ADVISORS, INC. | - | - | 43 | 43 | 100.00% | 961 | Jun 30, 2024 |
| CAPITAL ADVISORS, LTD. LLC | - | 0.00% | 32 | 32 | 100.00% | 1,000 | Jun 30, 2024 |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | - | 0.00% | 30 | 30 | 100.00% | 671 | Jun 30, 2024 |
| SWAN CAPITAL LLC | - | 0.00% | 20 | 20 | 100.00% | 447 | Jun 30, 2024 |
| WOLFF WIESE MAGANA LLC | - | 0.00% | 20 | 20 | 100.00% | 447 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | - | 0.00% | 15 | 15 | 100.00% | 335 | Jun 30, 2024 |
| RAKUTEN SECURITIES, INC. | - | - | 2 | 2 | 100.00% | 45 | Jun 30, 2024 |
Franklin Resources's largest new institutional shareholder by number of shares is NORGES BANK, purchased 2.08M shares, valued at $46.55M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | - | - | - | -1,598,573 | -100.00% | - | Jun 30, 2024 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | - | - | - | -1,440,709 | -100.00% | - | Jun 30, 2024 |
| SIENNA GESTION | - | - | - | -220,472 | -100.00% | - | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | - | - | - | -175,119 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -164,737 | -100.00% | - | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -104,157 | -100.00% | - | Jun 30, 2024 |
| LMG WEALTH PARTNERS, LLC | - | - | - | -101,365 | -100.00% | - | Jun 30, 2024 |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | - | - | - | -97,509 | -100.00% | - | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | - | - | - | -88,364 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -78,486 | -100.00% | - | Jun 30, 2024 |
| WBI INVESTMENTS, INC. | - | - | - | -63,598 | -100.00% | - | Jun 30, 2024 |
| STRS OHIO | - | - | - | -61,747 | -100.00% | - | Jun 30, 2024 |
| POINT72 (DIFC) LTD | - | - | - | -55,433 | -100.00% | - | Jun 30, 2024 |
| PEARL RIVER CAPITAL, LLC | - | - | - | -52,038 | -100.00% | - | Jun 30, 2024 |
| WEISS ASSET MANAGEMENT LP | - | - | - | -51,514 | -100.00% | - | Jun 30, 2024 |
| WAGNER WEALTH MANAGEMENT, LLC | - | - | - | -48,721 | -100.00% | - | Jun 30, 2024 |
| CINCTIVE CAPITAL MANAGEMENT LP | - | - | - | -47,538 | -100.00% | - | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | - | - | - | -46,100 | -100.00% | - | Jun 30, 2024 |
| NORDEN GROUP LLC | - | - | - | -35,220 | -100.00% | - | Jun 30, 2024 |
| MAN GROUP PLC | - | - | - | -33,033 | -100.00% | - | Jun 30, 2024 |
| LIDO ADVISORS, LLC | - | - | - | -31,755 | -100.00% | - | Jun 30, 2024 |
| LLOYD ADVISORY SERVICES, LLC. | - | - | - | -31,500 | -100.00% | - | Jun 30, 2024 |
| INVESTMENT MANAGEMENT CORP OF ONTARIO | - | - | - | -31,083 | -100.00% | - | Jun 30, 2024 |
| VONTOBEL HOLDING LTD. | - | - | - | -28,598 | -100.00% | - | Jun 30, 2024 |
| MIRABELLA FINANCIAL SERVICES LLP | - | - | - | -28,032 | -100.00% | - | Jun 30, 2024 |
| ABUNDANCE WEALTH COUNSELORS | - | - | - | -26,298 | -100.00% | - | Jun 30, 2024 |
| GRIFFIN ASSET MANAGEMENT, INC. | - | - | - | -25,365 | -100.00% | - | Jun 30, 2024 |
| LECAP ASSET MANAGEMENT LTD | - | - | - | -24,050 | -100.00% | - | Jun 30, 2024 |
| SCIENCAST MANAGEMENT LP | - | - | - | -24,028 | -100.00% | - | Jun 30, 2024 |
| QSEMBLE CAPITAL MANAGEMENT, LP | - | - | - | -23,801 | -100.00% | - | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | - | - | - | -23,024 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | - | - | - | -21,900 | -100.00% | - | Jun 30, 2024 |
| FACTORIAL PARTNERS, LLC | - | - | - | -19,000 | -100.00% | - | Jun 30, 2024 |
| LEEWARD FINANCIAL PARTNERS, LLC | - | - | - | -18,438 | -100.00% | - | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | - | - | - | -16,000 | -100.00% | - | Jun 30, 2024 |
| PASSUMPSIC SAVINGS BANK | - | - | - | -15,401 | -100.00% | - | Jun 30, 2024 |
| CAPULA MANAGEMENT LTD | - | - | - | -15,251 | -100.00% | - | Jun 30, 2024 |
| IMPACT PARTNERSHIP WEALTH, LLC | - | - | - | -14,923 | -100.00% | - | Jun 30, 2024 |
| DELTA INVESTMENT MANAGEMENT, LLC | - | - | - | -13,256 | -100.00% | - | Jun 30, 2024 |
| OLYMPIAD RESEARCH LP | - | - | - | -12,818 | -100.00% | - | Jun 30, 2024 |
| BAYESIAN CAPITAL MANAGEMENT, LP | - | - | - | -12,800 | -100.00% | - | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | - | - | - | -12,590 | -100.00% | - | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | - | - | - | -12,575 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -12,104 | -100.00% | - | Jun 30, 2024 |
| POINT72 HONG KONG LTD | - | - | - | -11,736 | -100.00% | - | Jun 30, 2024 |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. | - | - | - | -11,210 | -100.00% | - | Jun 30, 2024 |
| WEALTHCARE ADVISORY PARTNERS LLC | - | - | - | -10,779 | -100.00% | - | Jun 30, 2024 |
| USA FINANCIAL PORTFORMULAS CORP | - | - | - | -10,352 | -100.00% | - | Jun 30, 2024 |
| FINER WEALTH MANAGEMENT, INC. | - | - | - | -10,106 | -100.00% | - | Jun 30, 2024 |
| YORKTOWN MANAGEMENT & RESEARCH CO INC | - | - | - | -9,600 | -100.00% | - | Jun 30, 2024 |
| RFG ADVISORY, LLC | - | - | - | -8,806 | -100.00% | - | Jun 30, 2024 |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | - | - | - | -8,729 | -100.00% | - | Jun 30, 2024 |
| ESCHLER ASSET MANAGEMENT LLP | - | - | - | -8,667 | -100.00% | - | Jun 30, 2024 |
| APOLLON WEALTH MANAGEMENT, LLC | - | - | - | -8,489 | -100.00% | - | Jun 30, 2024 |
| CIBC WORLD MARKET INC. | - | - | - | -8,154 | -100.00% | - | Jun 30, 2024 |
| MAVERICK CAPITAL LTD | - | - | - | -8,127 | -100.00% | - | Jun 30, 2024 |
| PRENTICE WEALTH MANAGEMENT LLC | - | - | - | -8,085 | -100.00% | - | Jun 30, 2024 |
| GREENLEAF TRUST | - | - | - | -7,995 | -100.00% | - | Jun 30, 2024 |
| RODGERS BROTHERS INC. | - | - | - | -7,911 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -7,900 | -100.00% | - | Jun 30, 2024 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | - | - | - | -7,559 | -100.00% | - | Jun 30, 2024 |
| PRUDENTIAL PLC | - | - | - | -7,377 | -100.00% | - | Jun 30, 2024 |
| STATE OF WYOMING | - | - | - | -3,560 | -100.00% | - | Jun 30, 2024 |
| ABICH FINANCIAL WEALTH MANAGEMENT LLC | - | - | - | -3,258 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -3,056 | -100.00% | - | Jun 30, 2024 |
| INDEPENDENCE BANK OF KENTUCKY | - | - | - | -2,749 | -100.00% | - | Jun 30, 2024 |
| NORTHWEST INVESTMENT COUNSELORS, LLC | - | - | - | -2,170 | -100.00% | - | Jun 30, 2024 |
| DENALI ADVISORS LLC | - | - | - | -1,549 | -100.00% | - | Jun 30, 2024 |
| MEEDER ASSET MANAGEMENT INC | - | - | - | -1,381 | -100.00% | - | Jun 30, 2024 |
| HEADLANDS TECHNOLOGIES LLC | - | - | - | -1,129 | -100.00% | - | Jun 30, 2024 |
| QUENT CAPITAL, LLC | - | - | - | -667 | -100.00% | - | Jun 30, 2024 |
| SALOMON & LUDWIN, LLC | - | - | - | -630 | -100.00% | - | Jun 30, 2024 |
| ASSETMARK, INC | - | - | - | -514 | -100.00% | - | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | - | - | - | -489 | -100.00% | - | Jun 30, 2024 |
| ARLINGTON TRUST CO LLC | - | - | - | -447 | -100.00% | - | Jun 30, 2024 |
| GOALVEST ADVISORY LLC | - | - | - | -220 | -100.00% | - | Jun 30, 2024 |
| OLD POINT TRUST & FINANCIAL SERVICES N A | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -190 | -100.00% | - | Jun 30, 2024 |
| JACKSON, GRANT INVESTMENT ADVISERS, INC. | - | - | - | -40 | -100.00% | - | Jun 30, 2024 |
| WESTEND CAPITAL MANAGEMENT, LLC | - | - | - | -33 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -18 | -100.00% | - | Jun 30, 2024 |
| COLONIAL TRUST ADVISORS | - | - | - | -6 | -100.00% | - | Jun 30, 2024 |
| CAROLINAS WEALTH CONSULTING LLC | - | - | - | -5 | -100.00% | - | Jun 30, 2024 |
| FIRST COMMAND ADVISORY SERVICES, INC. | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
Franklin Resources's largest sold out institutional shareholder by shares sold is GALLAGHER FIDUCIARY ADVISORS, LLC, sold -1.60M shares, valued at -, as of undefined.
Franklin Resources Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| AGF Investments Trust | 2.39% | -45,147 | - | - | Mar 31, 2024 |
| AMERICAN MUTUAL FUND | 1.83% | 17,037,428 | 4,000,000 | 30.68% | Jan 31, 2024 |
| EAGLE CAPITAL GROWTH FUND, INC. | 1.74% | 83,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| Global Beta ETF Trust | 0.76% | 2,101 | 1,538 | 273.18% | May 31, 2022 |
| BOYAR VALUE FUND INC | 0.73% | 12,359 | - | - | Mar 31, 2024 |
| Siren ETF Trust | 0.73% | 27,210 | - | - | Mar 31, 2024 |
| Nuveen Core Equity Alpha Fund | 0.63% | 44,450 | - | - | Mar 31, 2024 |
| SCHRODER GLOBAL SERIES TRUST | 0.60% | 1,222 | -5,635 | -82.18% | Jan 31, 2021 |
| DSS AMERICAFIRST QUANTITATIVE FUNDS | 0.52% | 11,745 | - | - | Dec 29, 2023 |
| SPROTT FOCUS TRUST INC. | 0.48% | 210,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.48% | 250,000 | - | - | Mar 31, 2024 |
| Monteagle Funds | 0.44% | 18,200 | - | - | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.40% | 207,698 | - | - | Mar 31, 2024 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.40% | 150,264 | - | - | Mar 31, 2024 |
| Gabelli ETFs Trust | 0.37% | 4,948 | -270 | -5.17% | Dec 29, 2023 |
| ALPS Series Trust | 0.31% | 2,770,000 | - | - | Mar 31, 2024 |
| Invesco Bond Fund | 0.31% | 570,000 | - | - | Feb 29, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.27% | 1,487,528 | 1,407,506 | 1758.90% | Mar 31, 2024 |
| OSI ETF Trust | 0.26% | 45,912 | - | - | Mar 31, 2022 |
| COMMERCE FUNDS | 0.25% | 5,000,000 | - | - | Jan 31, 2024 |
| BMO FUNDS, INC. | 0.21% | 8,500,000 | -1,500,000 | -15.00% | Nov 30, 2021 |
| Gabelli ESG Fund, Inc. | 0.20% | 1,600 | - | - | Dec 29, 2023 |
| VALUE LINE ASSET ALLOCATION FUND INC | 0.19% | 750,000 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.18% | 693,451 | -86,510 | -11.09% | Jan 31, 2024 |
| GABELLI CAPITAL SERIES FUNDS INC | 0.17% | 5,000 | - | - | Dec 29, 2023 |
| KAVILCO INC/WA/ | 0.16% | 1,130 | 1,130 | - | Mar 31, 2021 |
| Guggenheim Enhanced Equity Income Fund | 0.15% | 26,999 | 3,048 | 12.73% | Sep 30, 2021 |
| T. Rowe Price Financial Services Fund, Inc. | 0.14% | 115,800 | - | - | Mar 31, 2024 |
| T. Rowe Price Equity Income Fund, Inc. | 0.13% | 570,000 | - | - | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 10 | 0.13% | 29,100 | -15,400 | -34.61% | Jan 31, 2024 |
| T. Rowe Price Mid-Cap Value Fund, Inc. | 0.11% | 1,222,370 | - | - | Mar 31, 2024 |
| SYNTAX ETF TRUST | 0.10% | 3,229 | -260 | -7.45% | Mar 31, 2024 |
| NUVEEN INVESTMENT TRUST | 0.10% | 56,000 | - | - | Mar 31, 2024 |
| Index Funds | 0.09% | 778 | 33 | 4.43% | Mar 31, 2024 |
| SPDR S&P 500 ETF TRUST | 0.09% | 3,436,369 | -113,840 | -3.21% | Mar 31, 2024 |
| VANGUARD SPECIALIZED FUNDS | 0.09% | 4,778,943 | - | - | Jan 31, 2024 |
| Absolute Shares Trust | 0.08% | 31,641 | -8,744 | -21.65% | Mar 31, 2024 |
| DEUTSCHE DWS INSTITUTIONAL FUNDS | 0.08% | 25,103 | - | - | Mar 31, 2024 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) | 0.08% | 6,953,000 | - | - | Feb 29, 2024 |
| FIDELITY CAPITAL TRUST | 0.08% | 873,800 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.08% | 176,201 | 23,944 | 15.73% | Mar 31, 2024 |
| SunAmerica Specialty Series | 0.07% | 39,424 | - | - | Apr 30, 2021 |
| Calvert Responsible Index Series, Inc. | 0.07% | 118,180 | - | - | Mar 31, 2024 |
| Managed Account Series | 0.07% | 69,314 | 51,658 | 292.58% | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.07% | 2,177,023 | 132,647 | 6.49% | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.07% | 29,629,615 | 3,398,199 | 12.95% | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.07% | 4,518,000 | - | - | Feb 29, 2024 |
| ALPS ETF Trust | 0.07% | 850,232 | - | - | Feb 29, 2024 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. | 0.07% | 19,736 | - | - | Mar 31, 2024 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) | 0.06% | 15,061,000 | - | - | Feb 29, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.06% | 5,312,741 | 441,164 | 9.06% | Jan 31, 2024 |
| Humankind Benefit Corp | 0.06% | 1,271 | 83 | 6.99% | Dec 31, 2023 |
| Columbia Funds Variable Series Trust II | 0.06% | 1,781,000 | - | - | Mar 31, 2024 |
| SELECT SECTOR SPDR TRUST | 0.05% | 1,987,133 | 136,496 | 7.38% | Mar 31, 2024 |
| 360 Funds | 0.05% | 10,100 | - | - | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND | 0.04% | 949,980 | - | - | Mar 31, 2024 |
| GLENMEDE FUND INC | 0.04% | 377,680 | - | - | Jan 31, 2024 |
| SUNAMERICA SERIES, INC. | 0.04% | 66,715 | -48,215 | -41.95% | Apr 30, 2021 |
| SCHWAB ANNUITY PORTFOLIOS | 0.04% | 15,045 | 1,498 | 11.06% | Mar 31, 2024 |
| VANGUARD QUANTITATIVE FUNDS | 0.04% | 192,992 | 150,192 | 350.92% | Mar 31, 2024 |
| TRI-CONTINENTAL CORP | 0.04% | 211,900 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.04% | 382,860 | -31,506 | -7.60% | Mar 31, 2024 |
| FINANCIAL INVESTORS TRUST | 0.04% | 3,000,000 | - | - | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.04% | 8,239 | - | - | Mar 31, 2024 |
| FIDELITY DEVONSHIRE TRUST | 0.04% | 377,636 | - | - | Jan 31, 2024 |
| T. Rowe Price Equity Funds, Inc. | 0.04% | 386,131 | - | - | Mar 31, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.04% | 173,561 | - | - | Mar 28, 2024 |
| TIMOTHY PLAN | 0.03% | 155,105 | -1,942 | -1.24% | Mar 31, 2024 |
| BNY MELLON STOCK INDEX FUND, INC. | 0.03% | 21,069 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO | 0.03% | 11,385 | - | - | Mar 31, 2024 |
| MASTER LARGE CAP SERIES LLC | 0.03% | 25,324 | - | - | Mar 31, 2022 |
| John Hancock Exchange-Traded Fund Trust | 0.03% | 161,696 | 2,475 | 1.55% | Jan 31, 2024 |
| PROSHARES TRUST | 0.02% | 6,412,867 | -699,033 | -9.83% | Feb 29, 2024 |
| Fidelity Commonwealth Trust II | 0.02% | 162,126 | - | - | Aug 31, 2023 |
| SSGA FUNDS | 0.02% | 10,551 | - | - | Feb 29, 2024 |
| NORTHWESTERN MUTUAL SERIES FUND INC | 0.02% | 2,530,000 | - | - | Mar 31, 2024 |
| Voya INTERMEDIATE BOND PORTFOLIO | 0.02% | 1,014,000 | - | - | Mar 31, 2024 |
| Virtus ETF Trust II | 0.02% | 30,711 | - | - | Jan 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.02% | 898,007 | 3,618 | 0.40% | Jan 31, 2024 |
| Collaborative Investment Series Trust | 0.02% | 3,192 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.02% | 4,297,375 | 62,045 | 1.46% | Feb 29, 2024 |
| MASTER ADVANTAGE SMID CAP LLC | 0.02% | 2,484 | - | - | Dec 31, 2020 |
| FORUM FUNDS | 0.02% | 46,168 | - | - | Jan 31, 2024 |
| Victory Portfolios II | 0.02% | 1,000,000 | - | - | Mar 31, 2024 |
| AMG Funds II | 0.02% | 7,555 | - | - | Mar 28, 2024 |
| JNL VARIABLE FUND LLC | 0.02% | 91,124 | -6,382 | -6.55% | Mar 31, 2020 |
| CAPITAL INCOME BUILDER | 0.02% | 3,500,000 | -299,500 | -7.88% | Jan 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.02% | 66,843 | 2,052 | 3.17% | Feb 29, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.02% | 939 | - | - | Feb 29, 2024 |
| VANGUARD FENWAY FUNDS | 0.01% | 366,403 | - | - | Mar 31, 2024 |
| BNY MELLON INDEX FUNDS, INC. | 0.01% | 15,253 | - | - | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.01% | 441,000 | - | - | Mar 31, 2024 |
| VANGUARD WHITEHALL FUNDS | 0.01% | 1,266,733 | -21,117 | -1.64% | Jan 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.01% | 29,969 | - | - | Mar 31, 2024 |
| Victory Portfolios II | 0.01% | 661,877 | 85,432 | 14.82% | Mar 31, 2024 |
| Lattice Strategies Trust | 0.01% | 19,009 | - | - | Mar 31, 2024 |
| Voya BALANCED PORTFOLIO INC | 0.01% | 18,000 | - | - | Mar 31, 2024 |
| VANGUARD HORIZON FUNDS | 0.01% | 281,900 | - | - | Mar 31, 2024 |
Franklin Resources's largest mutual fund holder by % of total assets is "AGF Investments Trust", owning -45.15K shares, compromising 2.39% of its total assets.
Franklin Resources Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 572 | -4.67% |
| 31 Mar, 24 | 600 | 4.71% |
| 31 Dec, 23 | 573 | 6.11% |
| 30 Sep, 23 | 540 | -1.28% |
| 30 Jun, 23 | 547 | -4.04% |
| 31 Mar, 23 | 570 | 0.88% |
| 31 Dec, 22 | 565 | 5.02% |
| 30 Sep, 22 | 538 | -2.54% |
| 30 Jun, 22 | 552 | -6.44% |
| 31 Mar, 22 | 590 | -0.84% |
| 31 Dec, 21 | 595 | 6.63% |
| 30 Sep, 21 | 558 | -5.74% |
| 30 Jun, 21 | 592 | 5.34% |
| 31 Mar, 21 | 562 | 5.05% |
| 31 Dec, 20 | 535 | 6.15% |
| 30 Sep, 20 | 504 | 0.80% |
| 30 Jun, 20 | 500 | 1.83% |
| 31 Mar, 20 | 491 | -8.91% |
| 31 Dec, 19 | 539 | -3.75% |
| 30 Sep, 19 | 560 | -4.11% |
| 30 Jun, 19 | 584 | 1.39% |
| 31 Mar, 19 | 576 | 1.05% |
| 31 Dec, 18 | 570 | 0.53% |
| 30 Sep, 18 | 567 | -4.06% |
| 30 Jun, 18 | 591 | -2.64% |
| 31 Mar, 18 | 607 | -5.30% |
| 31 Dec, 17 | 641 | 9.01% |
| 30 Sep, 17 | 588 | -1.84% |
| 30 Jun, 17 | 599 | 3.28% |
| 31 Mar, 17 | 580 | -0.68% |
| 31 Dec, 16 | 584 | 6.18% |
| 30 Sep, 16 | 550 | 0.36% |
| 30 Jun, 16 | 548 | -4.70% |
| 31 Mar, 16 | 575 | -3.52% |
| 31 Dec, 15 | 596 | -2.93% |
| 30 Sep, 15 | 614 | -1.60% |
| 30 Jun, 15 | 624 | -0.48% |
| 31 Mar, 15 | 627 | -1.10% |
| 31 Dec, 14 | 634 | 2.26% |
| 30 Sep, 14 | 620 | -0.16% |
| 30 Jun, 14 | 621 | 1.14% |
| 31 Mar, 14 | 614 | -3.46% |
| 31 Dec, 13 | 636 | 6.89% |
| 30 Sep, 13 | 595 | 0.68% |
| 30 Jun, 13 | 591 | 129.07% |
| 31 Mar, 13 | 258 | 0.39% |
| 31 Dec, 12 | 257 | 12.23% |
| 30 Sep, 12 | 229 | 2.69% |
| 30 Jun, 12 | 223 | -6.30% |
| 31 Mar, 12 | 238 | 2.15% |
| 31 Dec, 11 | 233 | 3.10% |
| 30 Sep, 11 | 226 | 0.44% |
| 30 Jun, 11 | 225 | 9.22% |
| 31 Mar, 11 | 206 | 2.49% |
| 31 Dec, 10 | 201 | 8.06% |
| 30 Sep, 10 | 186 | -1.06% |
| 30 Jun, 10 | 188 | 4.44% |
| 31 Mar, 10 | 180 | 1.69% |
| 31 Dec, 09 | 177 | -0.56% |
| 30 Sep, 09 | 178 | 5.33% |
| 30 Jun, 09 | 169 | 14.19% |
| 31 Mar, 09 | 148 | -7.50% |
| 31 Dec, 08 | 160 | 3.90% |
| 30 Sep, 08 | 154 | -6.67% |
| 30 Jun, 08 | 165 | 2.48% |
| 31 Mar, 08 | 161 | 6.62% |
| 31 Dec, 07 | 151 | 9.42% |
| 30 Sep, 07 | 138 | 2.99% |
| 30 Jun, 07 | 134 | - |
| 31 Mar, 07 | 134 | -5.63% |
| 31 Dec, 06 | 142 | 18.33% |
| 30 Sep, 06 | 120 | 0.84% |
| 30 Jun, 06 | 119 | -10.53% |
| 31 Mar, 06 | 133 | 19.82% |
| 31 Dec, 05 | 111 | -3.48% |
| 30 Sep, 05 | 115 | 17.35% |
| 30 Jun, 05 | 98 | 15.29% |
| 31 Mar, 05 | 85 | 14.86% |
| 31 Dec, 04 | 74 | 4.23% |
| 30 Sep, 04 | 71 | -6.58% |
| 30 Jun, 04 | 76 | -13.64% |
| 31 Mar, 04 | 88 | 12.82% |
| 31 Dec, 03 | 78 | 2.63% |
| 30 Sep, 03 | 76 | 31.03% |
| 30 Jun, 03 | 58 | -3.33% |
| 31 Mar, 03 | 60 | -1.64% |
| 31 Dec, 02 | 61 | 3.39% |
| 30 Sep, 02 | 59 | 3.51% |
| 30 Jun, 02 | 57 | -8.06% |
| 31 Mar, 02 | 62 | 47.62% |
| 31 Dec, 01 | 42 | - |
| 30 Sep, 01 | 42 | -8.70% |
| 30 Jun, 01 | 46 | 6.98% |
| 31 Mar, 01 | 43 | 13.16% |
| 31 Dec, 00 | 38 | 2.70% |
| 30 Sep, 00 | 37 | 2.78% |
| 30 Jun, 00 | 36 | 33.33% |
| 31 Mar, 00 | 27 | -3.57% |
| 31 Dec, 99 | 28 | 3.70% |
| 30 Sep, 99 | 27 | -3.57% |
| 30 Jun, 99 | 28 | 21.74% |
| 31 Mar, 99 | 23 | 2200.00% |
| 31 Dec, 98 | 1 | - |
As of 30 Jun 24, 572 institutions are holding Franklin Resources's shares, representing a decrease of -4.67% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 254,615,976 | -2.50% |
| 31 Mar, 24 | 261,146,053 | 19.81% |
| 31 Dec, 23 | 217,960,750 | -0.54% |
| 30 Sep, 23 | 219,147,628 | -6.08% |
| 30 Jun, 23 | 233,345,658 | -0.90% |
| 31 Mar, 23 | 235,455,637 | -0.82% |
| 31 Dec, 22 | 237,412,165 | 3.90% |
| 30 Sep, 22 | 228,506,087 | 1.42% |
| 30 Jun, 22 | 225,306,669 | 2.23% |
| 31 Mar, 22 | 220,389,264 | 1.97% |
| 31 Dec, 21 | 216,130,702 | -1.75% |
| 30 Sep, 21 | 219,986,023 | -1.91% |
| 30 Jun, 21 | 224,272,086 | -0.27% |
| 31 Mar, 21 | 224,879,848 | -1.15% |
| 31 Dec, 20 | 227,492,015 | -1.80% |
| 30 Sep, 20 | 231,653,412 | -4.71% |
| 30 Jun, 20 | 243,101,011 | 0.16% |
| 31 Mar, 20 | 242,723,582 | 0.57% |
| 31 Dec, 19 | 241,349,729 | -1.55% |
| 30 Sep, 19 | 245,143,712 | -4.45% |
| 30 Jun, 19 | 256,547,847 | 2.95% |
| 31 Mar, 19 | 249,198,734 | -1.31% |
| 31 Dec, 18 | 252,498,789 | 0.84% |
| 30 Sep, 18 | 250,399,976 | -0.37% |
| 30 Jun, 18 | 251,333,635 | -2.23% |
| 31 Mar, 18 | 257,057,312 | -0.86% |
| 31 Dec, 17 | 259,298,248 | 3.25% |
| 30 Sep, 17 | 251,142,273 | -0.98% |
| 30 Jun, 17 | 253,617,149 | -1.06% |
| 31 Mar, 17 | 256,345,774 | -0.25% |
| 31 Dec, 16 | 256,975,442 | -5.95% |
| 30 Sep, 16 | 273,232,854 | -2.78% |
| 30 Jun, 16 | 281,035,549 | -5.50% |
| 31 Mar, 16 | 297,380,357 | 0.30% |
| 31 Dec, 15 | 296,485,470 | -4.86% |
| 30 Sep, 15 | 311,618,190 | 2.29% |
| 30 Jun, 15 | 304,642,708 | -2.18% |
| 31 Mar, 15 | 311,447,698 | -1.38% |
| 31 Dec, 14 | 315,804,656 | 2.32% |
| 30 Sep, 14 | 308,657,372 | -1.19% |
| 30 Jun, 14 | 312,380,540 | -2.35% |
| 31 Mar, 14 | 319,896,154 | 0.93% |
| 31 Dec, 13 | 316,961,986 | 0.06% |
| 30 Sep, 13 | 316,770,197 | 189.07% |
| 30 Jun, 13 | 109,581,607 | 162.92% |
| 31 Mar, 13 | 41,678,233 | 2.75% |
| 31 Dec, 12 | 40,564,074 | -0.17% |
| 30 Sep, 12 | 40,631,285 | -13.46% |
| 30 Jun, 12 | 46,948,818 | 9.08% |
| 31 Mar, 12 | 43,041,716 | -3.94% |
| 31 Dec, 11 | 44,808,719 | -3.77% |
| 30 Sep, 11 | 46,562,358 | -22.55% |
| 30 Jun, 11 | 60,117,277 | 3.48% |
| 31 Mar, 11 | 58,095,097 | 31.46% |
| 31 Dec, 10 | 44,191,731 | 1.02% |
| 30 Sep, 10 | 43,747,255 | 0.30% |
| 30 Jun, 10 | 43,615,606 | 6.36% |
| 31 Mar, 10 | 41,007,010 | 5.15% |
| 31 Dec, 09 | 38,996,869 | -2.95% |
| 30 Sep, 09 | 40,184,197 | 9.03% |
| 30 Jun, 09 | 36,855,466 | -13.88% |
| 31 Mar, 09 | 42,795,538 | -12.98% |
| 31 Dec, 08 | 49,179,352 | 59.28% |
| 30 Sep, 08 | 30,876,193 | 14.01% |
| 30 Jun, 08 | 27,082,432 | -9.31% |
| 31 Mar, 08 | 29,862,846 | -7.47% |
| 31 Dec, 07 | 32,273,753 | -7.30% |
| 30 Sep, 07 | 34,815,952 | 15.99% |
| 30 Jun, 07 | 30,017,336 | 91.51% |
| 31 Mar, 07 | 15,674,068 | -42.41% |
| 31 Dec, 06 | 27,214,425 | -8.26% |
| 30 Sep, 06 | 29,664,018 | 11.78% |
| 30 Jun, 06 | 26,538,370 | -12.31% |
| 31 Mar, 06 | 30,263,853 | -6.55% |
| 31 Dec, 05 | 32,386,524 | 15.92% |
| 30 Sep, 05 | 27,938,843 | 11.02% |
| 30 Jun, 05 | 25,165,250 | 4.21% |
| 31 Mar, 05 | 24,149,280 | 19.18% |
| 31 Dec, 04 | 20,262,397 | 5.01% |
| 30 Sep, 04 | 19,295,551 | -6.32% |
| 30 Jun, 04 | 20,596,384 | -13.74% |
| 31 Mar, 04 | 23,876,465 | 32.19% |
| 31 Dec, 03 | 18,062,685 | -17.48% |
| 30 Sep, 03 | 21,888,687 | 36.31% |
| 30 Jun, 03 | 16,058,257 | 5.93% |
| 31 Mar, 03 | 15,158,959 | -12.58% |
| 31 Dec, 02 | 17,340,900 | 38.76% |
| 30 Sep, 02 | 12,497,018 | -36.28% |
| 30 Jun, 02 | 19,611,347 | 3.36% |
| 31 Mar, 02 | 18,974,475 | -2.52% |
| 31 Dec, 01 | 19,465,795 | -2.55% |
| 30 Sep, 01 | 19,974,760 | 0.26% |
| 30 Jun, 01 | 19,923,120 | 41.46% |
| 31 Mar, 01 | 14,083,472 | 26.59% |
| 31 Dec, 00 | 11,125,318 | 33.83% |
| 30 Sep, 00 | 8,312,897 | -12.06% |
| 30 Jun, 00 | 9,452,537 | -0.24% |
| 31 Mar, 00 | 9,475,377 | -20.02% |
| 31 Dec, 99 | 11,846,774 | -30.32% |
| 30 Sep, 99 | 17,001,048 | -29.41% |
| 30 Jun, 99 | 24,083,994 | 35.99% |
| 31 Mar, 99 | 17,710,103 | 70757.42% |
| 31 Dec, 98 | 24,994 | - |
Franklin Resources (BEN) has 254.62M shares outstanding as of 30 Jun 24, down -2.50% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 49.12% | 1.94% |
| 31 Mar, 24 | 50.38% | 2.51% |
| 31 Dec, 23 | 44.76% | 2.24% |
| 30 Sep, 23 | 44.72% | 1.98% |
| 30 Jun, 23 | 47.55% | 2.07% |
| 31 Mar, 23 | 47.98% | 2.04% |
| 31 Dec, 22 | 48.49% | 2.21% |
| 30 Sep, 22 | 46.85% | 2.19% |
| 30 Jun, 22 | 46.22% | 2.28% |
| 31 Mar, 22 | 44.98% | 2.31% |
| 31 Dec, 21 | 44.13% | 2.18% |
| 30 Sep, 21 | 45.00% | 2.14% |
| 30 Jun, 21 | 45.84% | 2.18% |
| 31 Mar, 21 | 45.85% | 2.14% |
| 31 Dec, 20 | 46.32% | 2.08% |
| 30 Sep, 20 | 47.17% | 1.92% |
| 30 Jun, 20 | 49.57% | 2.03% |
| 31 Mar, 20 | 49.38% | 2.07% |
| 31 Dec, 19 | 48.79% | 2.01% |
| 30 Sep, 19 | 49.24% | 1.88% |
| 30 Jun, 19 | 51.15% | 2.10% |
| 31 Mar, 19 | 49.38% | 2.02% |
| 31 Dec, 18 | 49.48% | 2.14% |
| 30 Sep, 18 | 48.07% | 2.16% |
| 30 Jun, 18 | 47.15% | 2.12% |
| 31 Mar, 18 | 47.17% | 2.13% |
| 31 Dec, 17 | 47.09% | 2.33% |
| 30 Sep, 17 | 44.94% | 2.16% |
| 30 Jun, 17 | 45.60% | 2.18% |
| 31 Mar, 17 | 45.75% | 2.21% |
| 31 Dec, 16 | 45.47% | 1.99% |
| 30 Sep, 16 | 47.80% | 2.03% |
| 30 Jun, 16 | 48.55% | 1.89% |
| 31 Mar, 16 | 50.66% | 2.06% |
| 31 Dec, 15 | 49.61% | 1.93% |
| 30 Sep, 15 | 50.69% | 2.06% |
| 30 Jun, 15 | 49.61% | 1.95% |
| 31 Mar, 15 | 50.43% | 1.94% |
| 31 Dec, 14 | 50.93% | 2.09% |
| 30 Sep, 14 | 49.40% | 1.97% |
| 30 Jun, 14 | 50.13% | 1.92% |
| 31 Mar, 14 | 51.09% | 2.01% |
| 31 Dec, 13 | 50.46% | 2.00% |
| 30 Sep, 13 | 50.24% | 16.80% |
| 30 Jun, 13 | 17.30% | 40.02% |
| 31 Mar, 13 | 6.57% | 16.08% |
| 31 Dec, 12 | 6.39% | 15.58% |
| 30 Sep, 12 | 6.41% | 11.88% |
| 30 Jun, 12 | 7.34% | 16.41% |
| 31 Mar, 12 | 6.69% | 14.00% |
| 31 Dec, 11 | 6.91% | 14.02% |
| 30 Sep, 11 | 7.02% | 8.49% |
| 30 Jun, 11 | 9.10% | 11.92% |
| 31 Mar, 11 | 8.73% | 20.05% |
| 31 Dec, 10 | 6.60% | 15.87% |
| 30 Sep, 10 | 6.45% | 15.53% |
| 30 Jun, 10 | 6.44% | 17.78% |
| 31 Mar, 10 | 6.02% | 18.50% |
| 31 Dec, 09 | 5.70% | 16.51% |
| 30 Sep, 09 | 5.88% | 20.57% |
| 30 Jun, 09 | 5.35% | 14.04% |
| 31 Mar, 09 | 6.17% | 12.32% |
| 31 Dec, 08 | 7.08% | 35.85% |
| 30 Sep, 08 | 4.44% | 30.02% |
| 30 Jun, 08 | 3.85% | 21.72% |
| 31 Mar, 08 | 4.21% | 21.22% |
| 31 Dec, 07 | 4.45% | 20.53% |
| 30 Sep, 07 | 4.66% | 28.58% |
| 30 Jun, 07 | 4.04% | 93.86% |
| 31 Mar, 07 | 2.07% | 16.07% |
| 31 Dec, 06 | 3.59% | 23.43% |
| 30 Sep, 06 | 3.92% | 33.29% |
| 30 Jun, 06 | 3.43% | 22.53% |
| 31 Mar, 06 | 3.90% | 21.32% |
| 31 Dec, 05 | 4.28% | 30.98% |
| 30 Sep, 05 | 3.72% | 33.48% |
| 30 Jun, 05 | 3.33% | 32.50% |
| 31 Mar, 05 | 3.20% | 43.86% |
| 31 Dec, 04 | 2.70% | 40.43% |
| 30 Sep, 04 | 2.58% | 33.84% |
| 30 Jun, 04 | 2.76% | 27.36% |
| 31 Mar, 04 | 3.18% | 53.12% |
| 31 Dec, 03 | 2.45% | 29.63% |
| 30 Sep, 03 | 2.87% | 64.02% |
| 30 Jun, 03 | 2.12% | 53.90% |
| 31 Mar, 03 | 1.98% | 38.66% |
| 31 Dec, 02 | 2.26% | 85.02% |
| 30 Sep, 02 | 1.63% | 26.18% |
| 30 Jun, 02 | 2.50% | 42.46% |
| 31 Mar, 02 | 2.42% | 39.95% |
| 31 Dec, 01 | 2.46% | 38.41% |
| 30 Sep, 01 | 2.53% | 38.89% |
| 30 Jun, 01 | 2.55% | 68.86% |
| 31 Mar, 01 | 1.93% | 84.04% |
| 31 Dec, 00 | 1.51% | 119.80% |
| 30 Sep, 00 | 1.12% | 66.31% |
| 30 Jun, 00 | 1.30% | 79.74% |
| 31 Mar, 00 | 1.28% | 51.23% |
| 31 Dec, 99 | 1.58% | 30.74% |
| 30 Sep, 99 | 2.27% | 22.27% |
| 30 Jun, 99 | 3.19% | 57.18% |
| 31 Mar, 99 | 2.36% | 21793669.70% |
| 31 Dec, 98 | 0.00% | - |
As of 30 Jun 24, Franklin Resources is held by 49.12% institutional shareholders, representing a 1.94% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 321 | - |
| 31 Mar, 24 | 321 | 11.07% |
| 31 Dec, 23 | 289 | 25.65% |
| 30 Sep, 23 | 230 | 5.99% |
| 30 Jun, 23 | 217 | -20.51% |
| 31 Mar, 23 | 273 | -9.00% |
| 31 Dec, 22 | 300 | 20.97% |
| 30 Sep, 22 | 248 | -11.11% |
| 30 Jun, 22 | 279 | -8.22% |
| 31 Mar, 22 | 304 | 3.75% |
| 31 Dec, 21 | 293 | 21.07% |
| 30 Sep, 21 | 242 | -13.57% |
| 30 Jun, 21 | 280 | 12.00% |
| 31 Mar, 21 | 250 | 0.81% |
| 31 Dec, 20 | 248 | 13.76% |
| 30 Sep, 20 | 218 | -0.46% |
| 30 Jun, 20 | 219 | -9.13% |
| 31 Mar, 20 | 241 | 8.56% |
| 31 Dec, 19 | 222 | -2.20% |
| 30 Sep, 19 | 227 | -10.28% |
| 30 Jun, 19 | 253 | -6.64% |
| 31 Mar, 19 | 271 | 14.35% |
| 31 Dec, 18 | 237 | 1.72% |
| 30 Sep, 18 | 233 | -5.28% |
| 30 Jun, 18 | 246 | 2.50% |
| 31 Mar, 18 | 240 | -11.44% |
| 31 Dec, 17 | 271 | 26.64% |
| 30 Sep, 17 | 214 | -6.14% |
| 30 Jun, 17 | 228 | 6.05% |
| 31 Mar, 17 | 215 | -14.00% |
| 31 Dec, 16 | 250 | 27.55% |
| 30 Sep, 16 | 196 | -11.71% |
| 30 Jun, 16 | 222 | -3.90% |
| 31 Mar, 16 | 231 | -2.12% |
| 31 Dec, 15 | 236 | -21.85% |
| 30 Sep, 15 | 302 | 19.37% |
| 30 Jun, 15 | 253 | -2.69% |
| 31 Mar, 15 | 260 | 0.78% |
| 31 Dec, 14 | 258 | 3.61% |
| 30 Sep, 14 | 249 | -0.80% |
| 30 Jun, 14 | 251 | -4.20% |
| 31 Mar, 14 | 262 | -1.13% |
| 31 Dec, 13 | 265 | -50.93% |
| 30 Sep, 13 | 540 | 25.00% |
| 30 Jun, 13 | 432 | 210.79% |
| 31 Mar, 13 | 139 | 11.20% |
| 31 Dec, 12 | 125 | 28.87% |
| 30 Sep, 12 | 97 | -8.49% |
| 30 Jun, 12 | 106 | 0.95% |
| 31 Mar, 12 | 105 | -17.97% |
| 31 Dec, 11 | 128 | 3.23% |
| 30 Sep, 11 | 124 | 8.77% |
| 30 Jun, 11 | 114 | 3.64% |
| 31 Mar, 11 | 110 | 4.76% |
| 31 Dec, 10 | 105 | 19.32% |
| 30 Sep, 10 | 88 | -19.27% |
| 30 Jun, 10 | 109 | 25.29% |
| 31 Mar, 10 | 87 | -5.43% |
| 31 Dec, 09 | 92 | 13.58% |
| 30 Sep, 09 | 81 | -1.22% |
| 30 Jun, 09 | 82 | -9.89% |
| 31 Mar, 09 | 91 | 3.41% |
| 31 Dec, 08 | 88 | 12.82% |
| 30 Sep, 08 | 78 | -2.50% |
| 30 Jun, 08 | 80 | -14.89% |
| 31 Mar, 08 | 94 | 11.90% |
| 31 Dec, 07 | 84 | 15.07% |
| 30 Sep, 07 | 73 | 5.80% |
| 30 Jun, 07 | 69 | -6.76% |
| 31 Mar, 07 | 74 | -2.63% |
| 31 Dec, 06 | 76 | 15.15% |
| 30 Sep, 06 | 66 | 20.00% |
| 30 Jun, 06 | 55 | -25.68% |
| 31 Mar, 06 | 74 | 25.42% |
| 31 Dec, 05 | 59 | 18.00% |
| 30 Sep, 05 | 50 | -3.85% |
| 30 Jun, 05 | 52 | 18.18% |
| 31 Mar, 05 | 44 | 7.32% |
| 31 Dec, 04 | 41 | 32.26% |
| 30 Sep, 04 | 31 | -13.89% |
| 30 Jun, 04 | 36 | -14.29% |
| 31 Mar, 04 | 42 | 16.67% |
| 31 Dec, 03 | 36 | -18.18% |
| 30 Sep, 03 | 44 | 46.67% |
| 30 Jun, 03 | 30 | 7.14% |
| 31 Mar, 03 | 28 | -22.22% |
| 31 Dec, 02 | 36 | 5.88% |
| 30 Sep, 02 | 34 | 41.67% |
| 30 Jun, 02 | 24 | -41.46% |
| 31 Mar, 02 | 41 | 70.83% |
| 31 Dec, 01 | 24 | 9.09% |
| 30 Sep, 01 | 22 | -31.25% |
| 30 Jun, 01 | 32 | - |
| 31 Mar, 01 | 32 | 45.45% |
| 31 Dec, 00 | 22 | 4.76% |
| 30 Sep, 00 | 21 | -12.50% |
| 30 Jun, 00 | 24 | 60.00% |
| 31 Mar, 00 | 15 | -21.05% |
| 31 Dec, 99 | 19 | 58.33% |
| 30 Sep, 99 | 12 | -36.84% |
| 30 Jun, 99 | 19 | -13.64% |
| 31 Mar, 99 | 22 | 2100.00% |
| 31 Dec, 98 | 1 | - |
321 institutional shareholders have increased their position in BEN stock as of 30 Jun 24 compared to 321 in the previous quarter (a 0.00% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 163 | -4.68% |
| 31 Mar, 24 | 171 | -9.04% |
| 31 Dec, 23 | 188 | -3.59% |
| 30 Sep, 23 | 195 | -12.95% |
| 30 Jun, 23 | 224 | 17.89% |
| 31 Mar, 23 | 190 | 7.34% |
| 31 Dec, 22 | 177 | -4.32% |
| 30 Sep, 22 | 185 | 10.12% |
| 30 Jun, 22 | 168 | -4.55% |
| 31 Mar, 22 | 176 | -6.88% |
| 31 Dec, 21 | 189 | -1.05% |
| 30 Sep, 21 | 191 | -0.52% |
| 30 Jun, 21 | 192 | -2.04% |
| 31 Mar, 21 | 196 | 3.70% |
| 31 Dec, 20 | 189 | 6.18% |
| 30 Sep, 20 | 178 | -3.78% |
| 30 Jun, 20 | 185 | 17.83% |
| 31 Mar, 20 | 157 | -24.52% |
| 31 Dec, 19 | 208 | -0.95% |
| 30 Sep, 19 | 210 | 3.45% |
| 30 Jun, 19 | 203 | 10.93% |
| 31 Mar, 19 | 183 | -22.78% |
| 31 Dec, 18 | 237 | 9.72% |
| 30 Sep, 18 | 216 | -3.57% |
| 30 Jun, 18 | 224 | -0.88% |
| 31 Mar, 18 | 226 | 0.44% |
| 31 Dec, 17 | 225 | -0.88% |
| 30 Sep, 17 | 227 | -2.58% |
| 30 Jun, 17 | 233 | -4.90% |
| 31 Mar, 17 | 245 | 11.36% |
| 31 Dec, 16 | 220 | -1.79% |
| 30 Sep, 16 | 224 | 6.16% |
| 30 Jun, 16 | 211 | -9.83% |
| 31 Mar, 16 | 234 | -6.02% |
| 31 Dec, 15 | 249 | 27.04% |
| 30 Sep, 15 | 196 | -21.29% |
| 30 Jun, 15 | 249 | -0.40% |
| 31 Mar, 15 | 250 | 1.21% |
| 31 Dec, 14 | 247 | 1.23% |
| 30 Sep, 14 | 244 | 1.24% |
| 30 Jun, 14 | 241 | 6.64% |
| 31 Mar, 14 | 226 | -11.02% |
| 31 Dec, 13 | 254 | 916.00% |
| 30 Sep, 13 | 25 | -71.59% |
| 30 Jun, 13 | 88 | 12.82% |
| 31 Mar, 13 | 78 | -15.22% |
| 31 Dec, 12 | 92 | -2.13% |
| 30 Sep, 12 | 94 | 17.50% |
| 30 Jun, 12 | 80 | -21.57% |
| 31 Mar, 12 | 102 | 37.84% |
| 31 Dec, 11 | 74 | 12.12% |
| 30 Sep, 11 | 66 | -14.29% |
| 30 Jun, 11 | 77 | 26.23% |
| 31 Mar, 11 | 61 | -10.29% |
| 31 Dec, 10 | 68 | -2.86% |
| 30 Sep, 10 | 70 | 27.27% |
| 30 Jun, 10 | 55 | -17.91% |
| 31 Mar, 10 | 67 | - |
| 31 Dec, 09 | 67 | -5.63% |
| 30 Sep, 09 | 71 | 7.58% |
| 30 Jun, 09 | 66 | 53.49% |
| 31 Mar, 09 | 43 | -27.12% |
| 31 Dec, 08 | 59 | 9.26% |
| 30 Sep, 08 | 54 | -14.29% |
| 30 Jun, 08 | 63 | 40.00% |
| 31 Mar, 08 | 45 | -13.46% |
| 31 Dec, 07 | 52 | 26.83% |
| 30 Sep, 07 | 41 | -2.38% |
| 30 Jun, 07 | 42 | - |
| 31 Mar, 07 | 42 | 7.69% |
| 31 Dec, 06 | 39 | 39.29% |
| 30 Sep, 06 | 28 | -36.36% |
| 30 Jun, 06 | 44 | 25.71% |
| 31 Mar, 06 | 35 | -2.78% |
| 31 Dec, 05 | 36 | -20.00% |
| 30 Sep, 05 | 45 | 55.17% |
| 30 Jun, 05 | 29 | -6.45% |
| 31 Mar, 05 | 31 | 55.00% |
| 31 Dec, 04 | 20 | -25.93% |
| 30 Sep, 04 | 27 | -3.57% |
| 30 Jun, 04 | 28 | - |
| 31 Mar, 04 | 28 | -3.45% |
| 31 Dec, 03 | 29 | 61.11% |
| 30 Sep, 03 | 18 | 12.50% |
| 30 Jun, 03 | 16 | -5.88% |
| 31 Mar, 03 | 17 | 13.33% |
| 31 Dec, 02 | 15 | 25.00% |
| 30 Sep, 02 | 12 | -36.84% |
| 30 Jun, 02 | 19 | 90.00% |
| 31 Mar, 02 | 10 | - |
| 31 Dec, 01 | 10 | -16.67% |
| 30 Sep, 01 | 12 | 50.00% |
| 30 Jun, 01 | 8 | - |
| 31 Mar, 01 | 8 | -27.27% |
| 31 Dec, 00 | 11 | -15.38% |
| 30 Sep, 00 | 13 | 44.44% |
| 30 Jun, 00 | 9 | -10.00% |
| 31 Mar, 00 | 10 | 25.00% |
| 31 Dec, 99 | 8 | -38.46% |
| 30 Sep, 99 | 13 | 85.71% |
| 30 Jun, 99 | 7 | 600.00% |
| 31 Mar, 99 | 1 | - |
| 31 Dec, 98 | - | - |
163 institutional shareholders have reduced their position in BEN stock as of 30 Jun 24 compared to 171 in the previous quarter (a -4.68% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 572 | -4.67% | 254,615,976 | -2.50% | 49.12% | 1.94% | 321 | - | 163 | -4.68% |
| 31 Mar, 24 | 600 | 4.71% | 261,146,053 | 19.81% | 50.38% | 2.51% | 321 | 11.07% | 171 | -9.04% |
| 31 Dec, 23 | 573 | 6.11% | 217,960,750 | -0.54% | 44.76% | 2.24% | 289 | 25.65% | 188 | -3.59% |
| 30 Sep, 23 | 540 | -1.28% | 219,147,628 | -6.08% | 44.72% | 1.98% | 230 | 5.99% | 195 | -12.95% |
| 30 Jun, 23 | 547 | -4.04% | 233,345,658 | -0.90% | 47.55% | 2.07% | 217 | -20.51% | 224 | 17.89% |
| 31 Mar, 23 | 570 | 0.88% | 235,455,637 | -0.82% | 47.98% | 2.04% | 273 | -9.00% | 190 | 7.34% |
| 31 Dec, 22 | 565 | 5.02% | 237,412,165 | 3.90% | 48.49% | 2.21% | 300 | 20.97% | 177 | -4.32% |
| 30 Sep, 22 | 538 | -2.54% | 228,506,087 | 1.42% | 46.85% | 2.19% | 248 | -11.11% | 185 | 10.12% |
| 30 Jun, 22 | 552 | -6.44% | 225,306,669 | 2.23% | 46.22% | 2.28% | 279 | -8.22% | 168 | -4.55% |
| 31 Mar, 22 | 590 | -0.84% | 220,389,264 | 1.97% | 44.98% | 2.31% | 304 | 3.75% | 176 | -6.88% |
| 31 Dec, 21 | 595 | 6.63% | 216,130,702 | -1.75% | 44.13% | 2.18% | 293 | 21.07% | 189 | -1.05% |
| 30 Sep, 21 | 558 | -5.74% | 219,986,023 | -1.91% | 45.00% | 2.14% | 242 | -13.57% | 191 | -0.52% |
| 30 Jun, 21 | 592 | 5.34% | 224,272,086 | -0.27% | 45.84% | 2.18% | 280 | 12.00% | 192 | -2.04% |
| 31 Mar, 21 | 562 | 5.05% | 224,879,848 | -1.15% | 45.85% | 2.14% | 250 | 0.81% | 196 | 3.70% |
| 31 Dec, 20 | 535 | 6.15% | 227,492,015 | -1.80% | 46.32% | 2.08% | 248 | 13.76% | 189 | 6.18% |
| 30 Sep, 20 | 504 | 0.80% | 231,653,412 | -4.71% | 47.17% | 1.92% | 218 | -0.46% | 178 | -3.78% |
| 30 Jun, 20 | 500 | 1.83% | 243,101,011 | 0.16% | 49.57% | 2.03% | 219 | -9.13% | 185 | 17.83% |
| 31 Mar, 20 | 491 | -8.91% | 242,723,582 | 0.57% | 49.38% | 2.07% | 241 | 8.56% | 157 | -24.52% |
| 31 Dec, 19 | 539 | -3.75% | 241,349,729 | -1.55% | 48.79% | 2.01% | 222 | -2.20% | 208 | -0.95% |
| 30 Sep, 19 | 560 | -4.11% | 245,143,712 | -4.45% | 49.24% | 1.88% | 227 | -10.28% | 210 | 3.45% |
| 30 Jun, 19 | 584 | 1.39% | 256,547,847 | 2.95% | 51.15% | 2.10% | 253 | -6.64% | 203 | 10.93% |
| 31 Mar, 19 | 576 | 1.05% | 249,198,734 | -1.31% | 49.38% | 2.02% | 271 | 14.35% | 183 | -22.78% |
| 31 Dec, 18 | 570 | 0.53% | 252,498,789 | 0.84% | 49.48% | 2.14% | 237 | 1.72% | 237 | 9.72% |
| 30 Sep, 18 | 567 | -4.06% | 250,399,976 | -0.37% | 48.07% | 2.16% | 233 | -5.28% | 216 | -3.57% |
| 30 Jun, 18 | 591 | -2.64% | 251,333,635 | -2.23% | 47.15% | 2.12% | 246 | 2.50% | 224 | -0.88% |
| 31 Mar, 18 | 607 | -5.30% | 257,057,312 | -0.86% | 47.17% | 2.13% | 240 | -11.44% | 226 | 0.44% |
| 31 Dec, 17 | 641 | 9.01% | 259,298,248 | 3.25% | 47.09% | 2.33% | 271 | 26.64% | 225 | -0.88% |
| 30 Sep, 17 | 588 | -1.84% | 251,142,273 | -0.98% | 44.94% | 2.16% | 214 | -6.14% | 227 | -2.58% |
| 30 Jun, 17 | 599 | 3.28% | 253,617,149 | -1.06% | 45.60% | 2.18% | 228 | 6.05% | 233 | -4.90% |
| 31 Mar, 17 | 580 | -0.68% | 256,345,774 | -0.25% | 45.75% | 2.21% | 215 | -14.00% | 245 | 11.36% |
| 31 Dec, 16 | 584 | 6.18% | 256,975,442 | -5.95% | 45.47% | 1.99% | 250 | 27.55% | 220 | -1.79% |
| 30 Sep, 16 | 550 | 0.36% | 273,232,854 | -2.78% | 47.80% | 2.03% | 196 | -11.71% | 224 | 6.16% |
| 30 Jun, 16 | 548 | -4.70% | 281,035,549 | -5.50% | 48.55% | 1.89% | 222 | -3.90% | 211 | -9.83% |
| 31 Mar, 16 | 575 | -3.52% | 297,380,357 | 0.30% | 50.66% | 2.06% | 231 | -2.12% | 234 | -6.02% |
| 31 Dec, 15 | 596 | -2.93% | 296,485,470 | -4.86% | 49.61% | 1.93% | 236 | -21.85% | 249 | 27.04% |
| 30 Sep, 15 | 614 | -1.60% | 311,618,190 | 2.29% | 50.69% | 2.06% | 302 | 19.37% | 196 | -21.29% |
| 30 Jun, 15 | 624 | -0.48% | 304,642,708 | -2.18% | 49.61% | 1.95% | 253 | -2.69% | 249 | -0.40% |
| 31 Mar, 15 | 627 | -1.10% | 311,447,698 | -1.38% | 50.43% | 1.94% | 260 | 0.78% | 250 | 1.21% |
| 31 Dec, 14 | 634 | 2.26% | 315,804,656 | 2.32% | 50.93% | 2.09% | 258 | 3.61% | 247 | 1.23% |
| 30 Sep, 14 | 620 | -0.16% | 308,657,372 | -1.19% | 49.40% | 1.97% | 249 | -0.80% | 244 | 1.24% |
| 30 Jun, 14 | 621 | 1.14% | 312,380,540 | -2.35% | 50.13% | 1.92% | 251 | -4.20% | 241 | 6.64% |
| 31 Mar, 14 | 614 | -3.46% | 319,896,154 | 0.93% | 51.09% | 2.01% | 262 | -1.13% | 226 | -11.02% |
| 31 Dec, 13 | 636 | 6.89% | 316,961,986 | 0.06% | 50.46% | 2.00% | 265 | -50.93% | 254 | 916.00% |
| 30 Sep, 13 | 595 | 0.68% | 316,770,197 | 189.07% | 50.24% | 16.80% | 540 | 25.00% | 25 | -71.59% |
| 30 Jun, 13 | 591 | 129.07% | 109,581,607 | 162.92% | 17.30% | 40.02% | 432 | 210.79% | 88 | 12.82% |
| 31 Mar, 13 | 258 | 0.39% | 41,678,233 | 2.75% | 6.57% | 16.08% | 139 | 11.20% | 78 | -15.22% |
| 31 Dec, 12 | 257 | 12.23% | 40,564,074 | -0.17% | 6.39% | 15.58% | 125 | 28.87% | 92 | -2.13% |
| 30 Sep, 12 | 229 | 2.69% | 40,631,285 | -13.46% | 6.41% | 11.88% | 97 | -8.49% | 94 | 17.50% |
| 30 Jun, 12 | 223 | -6.30% | 46,948,818 | 9.08% | 7.34% | 16.41% | 106 | 0.95% | 80 | -21.57% |
| 31 Mar, 12 | 238 | 2.15% | 43,041,716 | -3.94% | 6.69% | 14.00% | 105 | -17.97% | 102 | 37.84% |
| 31 Dec, 11 | 233 | 3.10% | 44,808,719 | -3.77% | 6.91% | 14.02% | 128 | 3.23% | 74 | 12.12% |
| 30 Sep, 11 | 226 | 0.44% | 46,562,358 | -22.55% | 7.02% | 8.49% | 124 | 8.77% | 66 | -14.29% |
| 30 Jun, 11 | 225 | 9.22% | 60,117,277 | 3.48% | 9.10% | 11.92% | 114 | 3.64% | 77 | 26.23% |
| 31 Mar, 11 | 206 | 2.49% | 58,095,097 | 31.46% | 8.73% | 20.05% | 110 | 4.76% | 61 | -10.29% |
| 31 Dec, 10 | 201 | 8.06% | 44,191,731 | 1.02% | 6.60% | 15.87% | 105 | 19.32% | 68 | -2.86% |
| 30 Sep, 10 | 186 | -1.06% | 43,747,255 | 0.30% | 6.45% | 15.53% | 88 | -19.27% | 70 | 27.27% |
| 30 Jun, 10 | 188 | 4.44% | 43,615,606 | 6.36% | 6.44% | 17.78% | 109 | 25.29% | 55 | -17.91% |
| 31 Mar, 10 | 180 | 1.69% | 41,007,010 | 5.15% | 6.02% | 18.50% | 87 | -5.43% | 67 | - |
| 31 Dec, 09 | 177 | -0.56% | 38,996,869 | -2.95% | 5.70% | 16.51% | 92 | 13.58% | 67 | -5.63% |
| 30 Sep, 09 | 178 | 5.33% | 40,184,197 | 9.03% | 5.88% | 20.57% | 81 | -1.22% | 71 | 7.58% |
| 30 Jun, 09 | 169 | 14.19% | 36,855,466 | -13.88% | 5.35% | 14.04% | 82 | -9.89% | 66 | 53.49% |
| 31 Mar, 09 | 148 | -7.50% | 42,795,538 | -12.98% | 6.17% | 12.32% | 91 | 3.41% | 43 | -27.12% |
| 31 Dec, 08 | 160 | 3.90% | 49,179,352 | 59.28% | 7.08% | 35.85% | 88 | 12.82% | 59 | 9.26% |
| 30 Sep, 08 | 154 | -6.67% | 30,876,193 | 14.01% | 4.44% | 30.02% | 78 | -2.50% | 54 | -14.29% |
| 30 Jun, 08 | 165 | 2.48% | 27,082,432 | -9.31% | 3.85% | 21.72% | 80 | -14.89% | 63 | 40.00% |
| 31 Mar, 08 | 161 | 6.62% | 29,862,846 | -7.47% | 4.21% | 21.22% | 94 | 11.90% | 45 | -13.46% |
| 31 Dec, 07 | 151 | 9.42% | 32,273,753 | -7.30% | 4.45% | 20.53% | 84 | 15.07% | 52 | 26.83% |
| 30 Sep, 07 | 138 | 2.99% | 34,815,952 | 15.99% | 4.66% | 28.58% | 73 | 5.80% | 41 | -2.38% |
| 30 Jun, 07 | 134 | - | 30,017,336 | 91.51% | 4.04% | 93.86% | 69 | -6.76% | 42 | - |
| 31 Mar, 07 | 134 | -5.63% | 15,674,068 | -42.41% | 2.07% | 16.07% | 74 | -2.63% | 42 | 7.69% |
| 31 Dec, 06 | 142 | 18.33% | 27,214,425 | -8.26% | 3.59% | 23.43% | 76 | 15.15% | 39 | 39.29% |
| 30 Sep, 06 | 120 | 0.84% | 29,664,018 | 11.78% | 3.92% | 33.29% | 66 | 20.00% | 28 | -36.36% |
| 30 Jun, 06 | 119 | -10.53% | 26,538,370 | -12.31% | 3.43% | 22.53% | 55 | -25.68% | 44 | 25.71% |
| 31 Mar, 06 | 133 | 19.82% | 30,263,853 | -6.55% | 3.90% | 21.32% | 74 | 25.42% | 35 | -2.78% |
| 31 Dec, 05 | 111 | -3.48% | 32,386,524 | 15.92% | 4.28% | 30.98% | 59 | 18.00% | 36 | -20.00% |
| 30 Sep, 05 | 115 | 17.35% | 27,938,843 | 11.02% | 3.72% | 33.48% | 50 | -3.85% | 45 | 55.17% |
| 30 Jun, 05 | 98 | 15.29% | 25,165,250 | 4.21% | 3.33% | 32.50% | 52 | 18.18% | 29 | -6.45% |
| 31 Mar, 05 | 85 | 14.86% | 24,149,280 | 19.18% | 3.20% | 43.86% | 44 | 7.32% | 31 | 55.00% |
| 31 Dec, 04 | 74 | 4.23% | 20,262,397 | 5.01% | 2.70% | 40.43% | 41 | 32.26% | 20 | -25.93% |
| 30 Sep, 04 | 71 | -6.58% | 19,295,551 | -6.32% | 2.58% | 33.84% | 31 | -13.89% | 27 | -3.57% |
| 30 Jun, 04 | 76 | -13.64% | 20,596,384 | -13.74% | 2.76% | 27.36% | 36 | -14.29% | 28 | - |
| 31 Mar, 04 | 88 | 12.82% | 23,876,465 | 32.19% | 3.18% | 53.12% | 42 | 16.67% | 28 | -3.45% |
| 31 Dec, 03 | 78 | 2.63% | 18,062,685 | -17.48% | 2.45% | 29.63% | 36 | -18.18% | 29 | 61.11% |
| 30 Sep, 03 | 76 | 31.03% | 21,888,687 | 36.31% | 2.87% | 64.02% | 44 | 46.67% | 18 | 12.50% |
| 30 Jun, 03 | 58 | -3.33% | 16,058,257 | 5.93% | 2.12% | 53.90% | 30 | 7.14% | 16 | -5.88% |
| 31 Mar, 03 | 60 | -1.64% | 15,158,959 | -12.58% | 1.98% | 38.66% | 28 | -22.22% | 17 | 13.33% |
| 31 Dec, 02 | 61 | 3.39% | 17,340,900 | 38.76% | 2.26% | 85.02% | 36 | 5.88% | 15 | 25.00% |
| 30 Sep, 02 | 59 | 3.51% | 12,497,018 | -36.28% | 1.63% | 26.18% | 34 | 41.67% | 12 | -36.84% |
| 30 Jun, 02 | 57 | -8.06% | 19,611,347 | 3.36% | 2.50% | 42.46% | 24 | -41.46% | 19 | 90.00% |
| 31 Mar, 02 | 62 | 47.62% | 18,974,475 | -2.52% | 2.42% | 39.95% | 41 | 70.83% | 10 | - |
| 31 Dec, 01 | 42 | - | 19,465,795 | -2.55% | 2.46% | 38.41% | 24 | 9.09% | 10 | -16.67% |
| 30 Sep, 01 | 42 | -8.70% | 19,974,760 | 0.26% | 2.53% | 38.89% | 22 | -31.25% | 12 | 50.00% |
| 30 Jun, 01 | 46 | 6.98% | 19,923,120 | 41.46% | 2.55% | 68.86% | 32 | - | 8 | - |
| 31 Mar, 01 | 43 | 13.16% | 14,083,472 | 26.59% | 1.93% | 84.04% | 32 | 45.45% | 8 | -27.27% |
| 31 Dec, 00 | 38 | 2.70% | 11,125,318 | 33.83% | 1.51% | 119.80% | 22 | 4.76% | 11 | -15.38% |
| 30 Sep, 00 | 37 | 2.78% | 8,312,897 | -12.06% | 1.12% | 66.31% | 21 | -12.50% | 13 | 44.44% |
| 30 Jun, 00 | 36 | 33.33% | 9,452,537 | -0.24% | 1.30% | 79.74% | 24 | 60.00% | 9 | -10.00% |
| 31 Mar, 00 | 27 | -3.57% | 9,475,377 | -20.02% | 1.28% | 51.23% | 15 | -21.05% | 10 | 25.00% |
| 31 Dec, 99 | 28 | 3.70% | 11,846,774 | -30.32% | 1.58% | 30.74% | 19 | 58.33% | 8 | -38.46% |
| 30 Sep, 99 | 27 | -3.57% | 17,001,048 | -29.41% | 2.27% | 22.27% | 12 | -36.84% | 13 | 85.71% |
| 30 Jun, 99 | 28 | 21.74% | 24,083,994 | 35.99% | 3.19% | 57.18% | 19 | -13.64% | 7 | 600.00% |
| 31 Mar, 99 | 23 | 2200.00% | 17,710,103 | 70757.42% | 2.36% | 21793669.70% | 22 | 2100.00% | 1 | - |
| 31 Dec, 98 | 1 | - | 24,994 | - | 0.00% | - | 1 | - | - | - |