BEN Institutional Ownership & Shareholders
FRANKLIN RESOURCES INC (BEN) is currently held by 668 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $8.86B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of BEN tracked by InsiderSet, reporting ownership valued at approximately $961.85M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $924.26M, representing an estimated loss of -3.91% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed BEN value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Power Corp Of Canada, Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in FRANKLIN RESOURCES INC (BEN).
This page ranks the largest institutional BEN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
668
Total Reported Value
$8.86B
Largest Holder
Blackrock, Inc.
Largest Position
$961.85M
Insider Transactions (90d)
20
Latest Filing Quarter
Q2 2026
New Institutional Positions
45
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.01% | 28,910,284 | $961,845,162 | $924,261,779 | -$37,583,383 | -3.91% | |
| Power Corp Of Canada | 100.00% | 25,340,031 | $843,062,831 | $810,120,791 | -$32,942,040 | -3.91% | |
| Vanguard Capital Management Llc | 0.01% | 20,135,638 | $669,912,676 | $643,736,347 | -$26,176,329 | -3.91% | |
| State Street Corp | 0.02% | 19,733,211 | $662,930,550 | $630,870,756 | -$32,059,794 | -4.84% | |
| Vanguard Portfolio Management Llc | 0.02% | 13,735,521 | $456,980,784 | $439,124,606 | -$17,856,178 | -3.91% | |
| Invesco Ltd. | 0.03% | 12,091,225 | $402,275,056 | $386,556,463 | -$15,718,593 | -3.91% | |
| Dimensional Fund Advisors Lp | 0.06% | 10,224,825 | $340,180,496 | $326,887,655 | -$13,292,841 | -3.91% | |
| Geode Capital Management, Llc | 0.01% | 7,910,758 | $262,701,231 | $252,906,933 | -$9,794,298 | -3.73% | |
| Goldman Sachs Group Inc | 0.03% | 7,256,259 | $241,415,707 | $231,982,600 | -$9,433,107 | -3.91% | |
| Azora Capital Lp | 9.68% | 6,908,621 | $229,849,821 | $220,868,613 | -$8,981,208 | -3.91% | |
| Morgan Stanley | 0.01% | 5,011,520 | $166,733,350 | $160,218,294 | -$6,515,056 | -3.91% | |
| Proshare Advisors Llc | 0.24% | 5,188,212 | $166,645,371 | $165,867,138 | -$778,233 | -0.47% | |
| Artemis Investment Management Llp | 1.44% | 5,137,952 | $165,031,018 | $164,260,325 | -$770,693 | -0.47% | |
| Bank Of New York Mellon Corp | 0.03% | 4,589,483 | $152,692,103 | $146,725,772 | -$5,966,331 | -3.91% | |
| Barclays Plc | 0.04% | 4,042,708 | $134,500,894 | $129,245,375 | -$5,255,519 | -3.91% | |
| Northern Trust Corp | 0.01% | 3,545,296 | $117,951,996 | $113,343,113 | -$4,608,883 | -3.91% | |
| Charles Schwab Investment Management Inc | 0.01% | 3,242,005 | $107,861,506 | $103,646,900 | -$4,214,606 | -3.91% | |
| Verition Fund Management Llc | 0.70% | 2,980,343 | $99,156,012 | $95,281,566 | -$3,874,446 | -3.91% | |
| Norges Bank | 0.01% | 2,956,401 | $98,359,461 | $94,516,140 | -$3,843,321 | -3.91% | |
| Ubs Group Ag | 0.01% | 2,412,123 | $80,251,333 | $77,115,572 | -$3,135,761 | -3.91% | |
| Balyasny Asset Management L.P. | 0.14% | 2,249,669 | $74,846,488 | $71,921,918 | -$2,924,570 | -3.91% | |
| Aqr Capital Management Llc | 0.02% | 2,132,804 | $70,958,399 | $68,185,744 | -$2,772,655 | -3.91% | |
| Fil Ltd | 0.04% | 1,869,344 | $62,193,075 | $59,762,928 | -$2,430,147 | -3.91% | |
| Holocene Advisors, Lp | 0.13% | 1,763,754 | $58,680,096 | $56,387,215 | -$2,292,881 | -3.91% | |
| Woodline Partners Lp | 0.18% | 1,748,706 | $58,179,449 | $55,906,131 | -$2,273,318 | -3.91% | |
| Vanguard Fiduciary Trust Co | 0.01% | 1,721,690 | $57,280,626 | $55,042,429 | -$2,238,197 | -3.91% | |
| First Trust Advisors Lp | 0.03% | 1,703,268 | $56,667,731 | $54,453,478 | -$2,214,253 | -3.91% | |
| Two Sigma Investments, Lp | 0.04% | 1,479,753 | $49,231,382 | $47,307,703 | -$1,923,679 | -3.91% | |
| Vest Financial, Llc | 0.51% | 1,513,370 | $48,609,444 | $48,382,439 | -$227,005 | -0.47% | |
| Gallagher Fiduciary Advisors, Llc | 1.51% | 1,379,739 | $45,903,935 | $44,110,256 | -$1,793,679 | -3.91% | |
| Nomura Asset Management Co Ltd | 0.10% | 1,374,350 | $45,724,625 | $43,937,970 | -$1,786,656 | -3.91% | |
| Point72 Asset Management, L.P. | 0.07% | 1,343,051 | $44,683,307 | $42,937,340 | -$1,745,967 | -3.91% | |
| Kopernik Global Investors, Llc | 2.69% | 1,320,571 | $43,935,397 | $42,218,655 | -$1,716,742 | -3.91% | |
| Allianz Asset Management Gmbh | 0.04% | 1,302,665 | $43,339,665 | $41,646,200 | -$1,693,465 | -3.91% | |
| Jpmorgan Chase & Co | 0.00% | 1,292,036 | $43,284,308 | $41,306,391 | -$1,977,917 | -4.57% | |
| Victory Capital Management Inc | 0.02% | 1,252,063 | $41,656,136 | $40,028,454 | -$1,627,682 | -3.91% | |
| Bank Of America Corp | 0.00% | 1,234,381 | $41,067,869 | $39,463,161 | -$1,604,708 | -3.91% | |
| Royal Bank Of Canada | 0.01% | 1,219,100 | $40,559,000 | $38,974,627 | -$1,584,373 | -3.91% | |
| Quantinno Capital Management Lp | 0.05% | 1,160,381 | $38,605,883 | $37,097,381 | -$1,508,502 | -3.91% | |
| Deutsche Bank Ag\ | 0.01% | 1,134,422 | $37,742,221 | $36,267,471 | -$1,474,750 | -3.91% | |
| Freestone Grove Partners Lp | 0.21% | 975,933 | $32,469,291 | $31,200,578 | -$1,268,713 | -3.91% | |
| Wedge Capital Management L L P/Nc | 0.56% | 990,890 | $31,827,387 | $31,678,753 | -$148,634 | -0.47% | |
| Citadel Advisors Llc | 0.02% | 910,401 | $30,289,041 | $29,105,520 | -$1,183,521 | -3.91% | |
| Longaeva Partners L.P. | 0.87% | 909,366 | $30,254,607 | $29,072,431 | -$1,182,176 | -3.91% | |
| Nuveen, Llc | 0.01% | 874,207 | $29,084,838 | $27,948,398 | -$1,136,440 | -3.91% | |
| Hancock Whitney Corp | 0.47% | 855,223 | $28,453,269 | $27,341,479 | -$1,111,790 | -3.91% | |
| Healthcare Of Ontario Pension Plan Trust Fund | 0.04% | 816,568 | $27,167,217 | $26,105,679 | -$1,061,538 | -3.91% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.01% | 1,138,608 | $26,893,920 | $36,401,298 | +$9,507,378 | +35.35% | |
| Citigroup Inc | 0.01% | 716,564 | $23,840,084 | $22,908,551 | -$931,533 | -3.91% | |
| Swiss Life Asset Management Ltd | 0.10% | 710,695 | $23,644,823 | $22,720,919 | -$923,904 | -3.91% |
Frequently asked questions about BEN
Who are the largest institutional holders of BEN?
The largest institutional holders of BEN reported in the latest SEC Form 13F filings include Blackrock, Inc., Power Corp Of Canada, Vanguard Capital Management Llc, State Street Corp, and Vanguard Portfolio Management Llc. InsiderSet ranks institutional holders by their latest reported BEN position.
What is BEN institutional ownership?
This page tracks BEN positions reported by institutional investment managers through SEC Form 13F. FRANKLIN RESOURCES INC (BEN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BEN?
InsiderSet currently tracks 668 institutional managers reporting BEN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BEN shareholders.
How much BEN stock do institutions own?
Institutional investment managers disclosed approximately $8.86B in BEN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BEN institutional ownership last updated?
The latest BEN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BEN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BEN position after the reporting date.
Are institutions buying or selling BEN?
Institutional buying and selling can be analyzed by comparing BEN positions across consecutive 13F reporting periods. InsiderSet's BEN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BEN ownership changes.
How has BEN institutional ownership changed over time?
InsiderSet tracks BEN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.