# FRANKLIN RESOURCES INC (BEN)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BEN/

- Reporting holders: 28
- Reported value: $208.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Artemis Investment Management LLP](https://holderbook.com/funds/1535385-artemis-investment-management-llp/) | $165.0M | 5,137,952 | 1.4% | 4 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $15.6M | 482,990 | 0.7% | 27 |
| [ARGENT CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/1120926-argent-capital-management-llc/) | $11.3M | 350,604 | 0.4% | 2 |
| [SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI](https://holderbook.com/funds/1033974-schaper-benz-wise-investment-counsel-inc-wi/) | $6.7M | 207,489 | 0.4% | 32 |
| [Keystone Financial Planning, Inc.](https://holderbook.com/funds/1596906-keystone-financial-planning-inc/) | $3.4M | 105,146 | 0.8% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.6M | 50,049 | 0.0% | 16 |
| [Mirador Capital Partners LP](https://holderbook.com/funds/1633446-mirador-capital-partners-lp/) | $962.7K | 29,972 | 0.1% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $735.9K | 22,910 | 0.0% | 9 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $663.9K | 20,669 | 0.0% | 12 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $639.7K | 19,915 | 0.0% | 32 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $489.8K | 15,250 | 0.0% | 23 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $485.4K | 15,112 | 0.0% | 26 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $409.6K | 12,753 | 0.0% | 9 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $303.6K | 9,369 | 0.0% | 2 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $226.7K | 7,059 | 0.0% | 24 |
| [City Center Advisors, LLC](https://holderbook.com/funds/2030341-city-center-advisors-llc/) | $212.2K | 6,605 | 0.2% | 2 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $45.0K | 1,400 | 0.0% | 31 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $32.9K | 1,024 | 0.0% | 5 |
| [Hickory Point Bank & Trust](https://holderbook.com/funds/2039144-hickory-point-bank-trust/) | $32.1K | 1,000 | 0.0% | 3 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $16.1K | 500 | 0.0% | 9 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $14.2K | 441 | 0.0% | 24 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $12.5K | 390 | 0.0% | 1 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $8.0K | 250 | 0.0% | 19 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $6.4K | 200 | 0.0% | 1 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $2.6K | 81 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 28 | $208.9M |
| Q2 2026 | 672 | $10.1B |
| Q1 2026 | 612 | $6.9B |
| Q4 2025 | 581 | $6.7B |
| Q3 2025 | 595 | $6.4B |
| Q2 2025 | 568 | $7.1B |
| Q1 2025 | 566 | $5.6B |
| Q4 2024 | 566 | $5.7B |
| Q3 2024 | 562 | $4.9B |
| Q2 2024 | 587 | $5.1B |
| Q1 2024 | 598 | $6.8B |
| Q4 2023 | 569 | $6.7B |