FRANKLIN RESOURCES INC (BEN) Institutional Ownership and Insiders Activity
FRANKLIN RESOURCES INC (BEN) is widely held by institutional investors, with 2 tracked firms reporting positions valued at approximately $1.56M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $1.10M in BEN holdings in its latest filing.
Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.
Recent insider activity includes 4 tracked Form 4 transactions over the last three months, reflecting ongoing executive and director trading activity.
Institutional Holders
2
Total Reported Value
$1.56M
Largest Holder
Sequoia Financial Advisors
Largest Position
$1.10M
Insider Transactions (90d)
4
Latest Filing Quarter
Q2 2026
New Institutional Positions
1
Funds Exiting Positions
0
Top Institutional Owners
View all- Sequoia Financial Advisors$1.10M
- Polen Capital Management$457,795
Related BEN Institutional Insights:
- BEN Institutional Ownership & Insiders Activity
- BEN Institutional Ownership & 13F Activity
- BEN Top Institutional Shareholders
- BEN Institutional Buying Activity
- BEN Institutional Selling Activity
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- BEN Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings