FRANKLIN RESOURCES INC (BEN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
629
Reporting holders
$9.3B
Reported value
54.4%
Of shares outstanding
0.9%
Held as options
+55
Holder change
Institutions report 276,360,313 shares against 508,076,910 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $961.8M | 28,910,284 | 0.01% | 8q | HELD |
| Power Corp of Canada | $843.1M | 25,340,031 | 100.00% | 11q | -19.7%-$206.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $669.9M | 20,135,638 | 0.01% | 2q | HELD |
| STATE STREET CORP | $662.9M | 19,733,211 | 0.02% | 31q | +0.6%+$4.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $457.0M | 13,735,521 | 0.02% | 2q | -0.8%-$3.6M |
| Invesco Ltd. | $402.3M | 12,091,225 | 0.03% | 31q | -10.9%-$49.0M |
| DIMENSIONAL FUND ADVISORS LP | $340.2M | 10,224,825 | 0.06% | 31q | -5.9%-$21.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $262.7M | 7,910,758 | 0.01% | 31q | +1.3%+$3.4M |
| GOLDMAN SACHS GROUP INC | $241.4M | 7,256,259 | 0.02% | 31q | -2.5%-$6.2M |
| Azora Capital LP | $229.8M | 6,908,621 | 9.68% | 5q | +35.5%+$60.2M |
| ProShare Advisors LLC | $200.4M | 6,022,325 | 0.29% | 31q | -8.1%-$17.8M |
| Verition Fund Management LLC | $198.3M | 5,960,686 | 0.50% | 10q | +97.2%+$97.8M |
| Artemis Investment Management LLP | $176.7M | 5,311,209 | 1.57% | 3q | +8.8%+$14.4M |
| MORGAN STANLEY | $166.7M | 5,011,520 | 0.01% | 35q | +2.0%+$3.2M |
| Bank of New York Mellon Corp | $152.7M | 4,589,483 | 0.03% | 31q | HELD |
| BARCLAYS PLC | $134.5M | 4,042,708 | 0.03% | 31q | +43.7%+$40.9M |
| NORTHERN TRUST CORP | $118.0M | 3,545,296 | 0.01% | 31q | -3.4%-$4.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $107.9M | 3,242,005 | 0.01% | 31q | HELD |
| Sixth Street Partners Management Company, L.P. | $107.9M | 3,242,005 | 0.01% | new | NEW |
| NORGES BANK | $98.4M | 2,956,401 | 0.01% | 32q | -28.1%-$38.4M |
| UBS Group AG | $80.3M | 2,412,123 | 0.01% | 31q | -1.3%-$1.1M |
| Balyasny Asset Management L.P. | $74.8M | 2,249,669 | 0.09% | 3q | +41.7%+$22.0M |
| AQR CAPITAL MANAGEMENT LLC | $71.0M | 2,132,804 | 0.02% | 31q | +87.2%+$33.1M |
| FIL Ltd | $62.2M | 1,869,344 | 0.04% | 2q | +3001.3%+$60.2M |
| Vest Financial, LLC | $59.3M | 1,782,616 | 0.62% | 23q | -12.3%-$8.3M |
| Holocene Advisors, LP | $58.7M | 1,763,754 | 0.13% | 5q | +98.0%+$29.0M |
| Woodline Partners LP | $58.2M | 1,748,706 | 0.18% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $57.3M | 1,721,690 | 0.01% | 2q | HELD |
| FIRST TRUST ADVISORS LP | $56.7M | 1,703,268 | 0.03% | 31q | -7.5%-$4.6M |
| TWO SIGMA INVESTMENTS, LP | $49.2M | 1,479,753 | 0.04% | 15q | +2.1%+$1.0M |
| Point72 Asset Management, L.P. | $47.3M | 1,343,051 | 0.05% | 2q | +441.3%+$38.6M |
| Gallagher Fiduciary Advisors, LLC | $45.9M | 1,379,739 | 1.51% | 6q | -2.0%-$944.8K |
| NOMURA ASSET MANAGEMENT CO LTD | $45.7M | 1,374,350 | 0.10% | 31q | -8.8%-$4.4M |
| JPMORGAN CHASE & CO | $45.5M | 1,292,036 | 0.00% | 31q | -38.6%-$28.6M |
| Kopernik Global Investors, LLC | $43.9M | 1,320,571 | 2.69% | 8q | -62.5%-$73.3M |
| Allianz Asset Management GmbH | $43.3M | 1,302,665 | 0.04% | 31q | -3.5%-$1.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $43.3M | 1,300,135 | 0.01% | 31q | +14.2%+$5.4M |
| VICTORY CAPITAL MANAGEMENT INC | $41.7M | 1,252,063 | 0.02% | 31q | -4.5%-$2.0M |
| BANK OF AMERICA CORP /DE/ | $41.1M | 1,234,381 | 0.00% | 31q | -37.2%-$24.3M |
| ROYAL BANK OF CANADA | $40.6M | 1,219,100 | 0.01% | 31q | +37.5%+$11.1M |
| CITADEL ADVISORS LLC | $39.3M | 910,401 | 0.00% | 31q | -92.0%-$449.2M |
| Quantinno Capital Management LP | $38.6M | 1,160,381 | 0.05% | 16q | +26.5%+$8.1M |
| DEUTSCHE BANK AG\ | $37.7M | 1,134,422 | 0.01% | 34q | -7.7%-$3.1M |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $34.9M | 1,048,237 | 0.58% | 4q | -15.9%-$6.6M |
| Freestone Grove Partners LP | $32.5M | 975,933 | 0.21% | 2q | -54.6%-$39.0M |
| Longaeva Partners L.P. | $30.3M | 909,366 | 0.66% | 3q | +5.4%+$1.6M |
| Nuveen, LLC | $29.1M | 874,207 | 0.01% | 6q | -0.8%-$243.6K |
| HANCOCK WHITNEY CORP | $28.5M | 855,223 | 0.47% | 3q | -1.0%-$291.0K |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $27.2M | 816,568 | 0.04% | 17q | +4130.0%+$26.5M |
| HSBC HOLDINGS PLC | $26.9M | 594,731 | 0.01% | 31q | -22.8%-$7.9M |
| CITIGROUP INC | $23.8M | 716,564 | 0.01% | 31q | +46.0%+$7.5M |
| Swiss Life Asset Management Ltd | $23.6M | 710,695 | 0.10% | 15q | -5.7%-$1.4M |
| Vanguard Global Advisers, LLC | $22.1M | 663,743 | 0.01% | 2q | -1.7%-$383.8K |
| Amundi | $21.6M | 649,361 | 0.01% | 21q | +553.5%+$18.3M |
| Squarepoint Ops LLC | $20.7M | 327,084 | 0.02% | 25q | -87.5%-$145.0M |
| Legal & General Group Plc | $20.0M | 601,803 | 0.00% | 31q | -1.9%-$391.0K |
| FIRST CITIZENS BANK & TRUST CO | $19.8M | 593,727 | 0.30% | 5q | +7.3%+$1.4M |
| FOUNDATION RESOURCE MANAGEMENT INC | $19.4M | 583,131 | 2.26% | 31q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $19.4M | 581,974 | 0.01% | 31q | +19.0%+$3.1M |
| FRANKLIN RESOURCES INC | $19.3M | 581,252 | 0.00% | 31q | -1.5%-$288.3K |
| California Public Employees Retirement System | $19.3M | 578,643 | 0.01% | 31q | +2.2%+$419.1K |
| RHUMBLINE ADVISERS | $19.2M | 575,836 | 0.01% | 31q | -4.0%-$794.0K |
| Swiss National Bank | $19.1M | 574,700 | 0.01% | 5q | +1.3%+$236.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $18.5M | 556,013 | 0.01% | 30q | +150.3%+$11.1M |
| Envestnet Portfolio Solutions, Inc. | $18.2M | 546,393 | 0.09% | 3q | +7.5%+$1.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $18.1M | 543,359 | 0.01% | 31q | +4.1%+$716.2K |
| Alyeska Investment Group, L.P. | $18.0M | 541,189 | 0.05% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $16.9M | 62,964 | 0.00% | 31q | -46.8%-$14.9M |
| RAYMOND JAMES FINANCIAL INC | $16.2M | 487,074 | 0.00% | 7q | +91.0%+$7.7M |
| SEB Asset Management AB | $16.0M | 479,827 | 0.06% | 2q | -19.2%-$3.8M |
| Caisse de depot et placement du Quebec | $15.9M | 477,373 | 0.02% | 5q | -42.1%-$11.5M |
| Sound Income Strategies, LLC | $15.8M | 476,002 | 0.71% | 26q | -12.8%-$2.3M |
| Meiji Yasuda Asset Management Co Ltd. | $15.5M | 464,812 | 0.70% | 22q | -10.4%-$1.8M |
| Public Sector Pension Investment Board | $15.0M | 450,258 | 0.02% | 31q | +40.1%+$4.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $14.6M | 446,300 | 0.02% | 12q | +999.4%+$13.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $14.6M | 439,750 | 0.02% | 31q | -7.0%-$1.1M |
| Fideuram Asset Management (Ireland) dac | $14.3M | 452,093 | 0.27% | new | NEW |
| MACKENZIE FINANCIAL CORP | $13.9M | 419,110 | 0.01% | 5q | +1.8%+$243.0K |
| HUNTINGTON NATIONAL BANK | $13.5M | 406,480 | 0.07% | 31q | -4.0%-$561.7K |
| Modern Wealth Management, LLC | $13.0M | 391,006 | 0.15% | 7q | -4.9%-$667.2K |
| JANE STREET GROUP, LLC | $12.7M | 19,298 | 0.00% | 16q | +61.0%+$4.8M |
| LPL Financial LLC | $12.5M | 374,604 | 0.00% | 31q | +4.6%+$550.2K |
| ARGENT CAPITAL MANAGEMENT LLC | $12.1M | 363,135 | 0.38% | new | NEW |
| AMERIPRISE FINANCIAL INC | $11.9M | 356,184 | 0.00% | 31q | -56.3%-$15.3M |
| Erste Asset Management GmbH | $11.4M | 344,100 | 0.09% | new | NEW |
| WELLS FARGO & COMPANY/MN | $11.2M | 337,208 | 0.00% | 31q | -40.2%-$7.5M |
| PRINCIPAL FINANCIAL GROUP INC | $11.1M | 334,101 | 0.01% | 31q | -2.1%-$242.3K |
| YOUSIF CAPITAL MANAGEMENT, LLC | $10.5M | 315,443 | 0.12% | 19q | -1.6%-$172.9K |
| Creative Planning | $10.2M | 305,639 | 0.01% | 23q | +16.9%+$1.5M |
| BANK OF MONTREAL /CAN/ | $10.1M | 304,802 | 0.00% | 31q | +44.1%+$3.1M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $9.6M | 287,391 | 0.01% | 31q | +28.1%+$2.1M |
| Cambria Investment Management, L.P. | $9.4M | 283,890 | 0.47% | 3q | -24.8%-$3.1M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $9.2M | 277,288 | 0.02% | 31q | -1.3%-$125.1K |
| VANGUARD ASSET MANAGEMENT, Ltd | $9.1M | 274,103 | 0.01% | 2q | +5.5%+$477.3K |
| Focus Partners Wealth | $9.0M | 271,525 | 0.01% | 3q | +22.7%+$1.7M |
| Empowered Funds, LLC | $8.8M | 263,326 | 0.05% | 2q | +1217.0%+$8.1M |
| Engineers Gate Manager LP | $8.8M | 263,301 | 0.11% | new | NEW |
| Cresset Asset Management, LLC | $8.2M | 244,915 | 0.03% | 13q | +5.2%+$408.0K |
| XTX Topco Ltd | $7.8M | 233,595 | 0.10% | 4q | +617.3%+$6.7M |
| IMC-Chicago, LLC | $7.6M | options only | 0.00% | 10q | OPTIONS |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-13 | 13G/A | Power Corporation of Canadawith 2 co-filers | 5.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 629 | $9.3B | 276,360,313 | 108 | 214 | 195 | 0.9% |
| Q1 2026 | 574 | $6.8B | 286,420,004 | 82 | 190 | 178 | 0.9% |
| Q4 2025 | 538 | $6.6B | 274,422,273 | 60 | 189 | 157 | 1.2% |
| Q3 2025 | 543 | $6.3B | 266,835,229 | 77 | 181 | 165 | 1.4% |
| Q2 2025 | 518 | $7.0B | 289,983,038 | 84 | 157 | 184 | 1.0% |
| Q1 2025 | 510 | $5.5B | 278,747,986 | 56 | 199 | 145 | 1.6% |
| Q4 2024 | 510 | $5.6B | 269,855,120 | 49 | 171 | 172 | 1.4% |
| Q3 2024 | 503 | $5.4B | 263,645,698 | 58 | 204 | 147 | 1.9% |
| Q2 2024 | 521 | $5.7B | 250,473,388 | 66 | 222 | 139 | 1.0% |
| Q1 2024 | 528 | $7.5B | 265,821,470 | 77 | 184 | 150 | 0.5% |
| Q4 2023 | 494 | $6.5B | 216,340,298 | 57 | 149 | 163 | 0.5% |
| Q3 2023 | 458 | $5.4B | 215,644,154 | 39 | 136 | 152 | 0.8% |
| Q2 2023 | 457 | $6.1B | 225,669,950 | 38 | 127 | 175 | 0.8% |
| Q1 2023 | 469 | $6.1B | 224,328,434 | 62 | 157 | 145 | 1.0% |
| Q4 2022 | 425 | $5.7B | 213,362,805 | 65 | 138 | 137 | 1.2% |
| Q3 2022 | 528 | $5.0B | 229,475,605 | 43 | 191 | 171 | 1.4% |
| Q2 2022 | 543 | $5.4B | 226,475,229 | 54 | 205 | 169 | 1.7% |
| Q1 2022 | 577 | $6.3B | 221,334,199 | 72 | 213 | 164 | 1.4% |
| Q4 2021 | 585 | $7.5B | 219,578,012 | 71 | 185 | 179 | 2.6% |
| Q3 2021 | 537 | $6.6B | 220,393,980 | 34 | 190 | 180 | 1.4% |
| Q2 2021 | 578 | $7.3B | 226,055,813 | 66 | 192 | 176 | 0.9% |
| Q1 2021 | 549 | $6.8B | 226,414,894 | 75 | 155 | 187 | 0.7% |
| Q4 2020 | 517 | $5.9B | 230,110,345 | 64 | 149 | 180 | 1.0% |
| Q3 2020 | 483 | $4.8B | 232,636,422 | 50 | 151 | 162 | 0.7% |
| Q2 2020 | 483 | $5.1B | 243,459,739 | 58 | 156 | 177 | 0.8% |
| Q1 2020 | 476 | $4.1B | 245,683,676 | 57 | 175 | 148 | 0.5% |
| Q4 2019 | 518 | $6.5B | 247,130,712 | 43 | 154 | 201 | 0.7% |
| Q3 2019 | 534 | $7.2B | 246,398,338 | 54 | 159 | 208 | 1.0% |
| Q2 2019 | 567 | $9.1B | 257,502,719 | 69 | 173 | 180 | 1.3% |
| Q1 2019 | 559 | $8.3B | 249,763,717 | 58 | 185 | 170 | 0.6% |
| Q4 2018 | 558 | $7.9B | 265,795,417 | 8 | 13 | 14 | 0.9% |