Franklin Resources Ownership | Who Owns Franklin Resources?

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Franklin Resources Ownership Summary

Franklin Resources is owned by 49.19% institutional investors, 46.85% insiders, and 3.96% retail investors. Vanguard group is the largest institutional shareholder, holding 6.87% of BEN shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.89% of its assets in Franklin Resources shares.

BEN Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Franklin Resources	49.19%	46.85%	3.96%
Sector	Financial Services Stocks	43.66%	12.57%	43.78%
Industry	Asset Management Stocks	39.75%	8.77%	51.48%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	35.59M	6.87%	$795.52M
Power corp of canada	32.22M	6.22%	$720.17M
Blackrock	32.02M	6.18%	$715.57M
State street	20.56M	3.97%	$465.73M
Invesco	9.15M	1.76%	$204.43M
Proshare advisors	7.10M	1.37%	$158.58M
Geode capital management	6.91M	1.33%	$154.07M
Morgan stanley	4.65M	0.90%	$103.84M
Goldman sachs group	4.51M	0.87%	$100.85M
Bank of new york mellon	3.85M	0.74%	$85.96M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Power corp of canada	32.22M	90.93%	$720.17M
Rk asset management	154.99K	2.99%	$3.46M
Foundation resource management	584.61K	2.09%	$13.07M
Alexander randolph advisory	91.94K	1.92%	$2.05M
Kinloch capital	127.90K	1.49%	$2.86M
Uncommon cents investing	172.53K	1.21%	$3.86M
Blackhawk capital partners llc.	86.34K	1.16%	$1.93M
American financial group	119.15K	1.14%	$2.66M
Weaver c. barksdale & associates	50.88K	1.08%	$1.14M
Altrius capital management	176.31K	1.04%	$3.94M

Top Buyers

Holder	Shares	% Assets	Change
Goldman sachs group	4.51M	0.02%	2.43M
Norges bank	2.08M	0.01%	2.08M
Aqr capital management	2.45M	0.08%	1.75M
Invesco	9.15M	0.04%	1.75M
Voloridge investment management	1.78M	0.15%	1.46M

Top Sellers

Holder	Shares	% Assets	Change
Capital research global investors	-	-	-3.55M
Gallagher fiduciary advisors	-	-	-1.60M
Wedge capital management l l p/nc	-	-	-1.44M
State street	20.56M	0.02%	-1.20M
Fairfax financial ltd/ can	-	-	-1.00M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	2.08M	0.01%	2.08M	$46.55M
Australiansuper pty	291.81K	0.04%	291.81K	$6.52M
Y-intercept (hong kong)	153.23K	0.19%	153.23K	$3.42M
Fjarde ap-fonden (the fourth swedish national pensionfund)	131.85K	0.03%	131.85K	$2.95M
Blackhawk capital partners llc.	86.34K	1.16%	86.34K	$1.93M

Sold Out

Holder	Change
First command advisory services	-2.00
Carolinas wealth consulting	-5.00
Colonial trust advisors	-6.00
Annis gardner whiting capital advisors	-8.00
Clearstead advisors	-10.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	579	-3.66%	254,996,639	-2.37%	49	1.94%	324	0.93%	165	-4.07%
Mar 31, 2024	601	4.70%	261,189,818	19.81%	50	2.51%	321	11.07%	172	-8.99%
Dec 31, 2023	574	6.10%	218,012,002	-0.55%	44	2.24%	289	25.11%	189	-3.08%
Sep 30, 2023	541	-1.28%	219,208,368	-6.08%	44	1.98%	231	5.96%	195	-12.95%
Jun 30, 2023	548	-4.03%	233,397,916	-0.88%	47	2.07%	218	-20.44%	224	17.89%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	9.89M	1.89%	-34.86K
Vanguard Institutional 500 Index Trust	8.18M	1.56%	94.81K
ProShares S&P 500 Dividend Aristocrats	7.74M	1.48%	-3.27K
Invesco S&P 500® Equal Weight ETF	6.53M	1.25%	29.75K
iShares Select Dividend ETF	6.10M	1.17%	-2.05K
Vanguard Small Cap Index	3.93M	0.75%	7.70K
Fidelity 500 Index	3.79M	0.73%	98.87K
SPDR® S&P 500® ETF Trust	3.74M	0.72%	1.27K
SPDR® S&P Dividend ETF	3.72M	0.71%	-
American Funds American Mutual A	3.50M	0.67%	-13.51M

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 11, 2024	JOHNSON CHARLES B	-	Buy	$1.91M
Aug 29, 2024	JOHNSON CHARLES B	-	Buy	$1.98M
Aug 28, 2024	JOHNSON JENNIFER M	President and CEO	Buy	$249.74K
Aug 23, 2024	JOHNSON JENNIFER M	President and CEO	Buy	$396.02K
Jun 21, 2024	JOHNSON CHARLES B	-	Buy	$4.56M

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q3	4	-
2024 Q2	2	-
2024 Q1	-	-
2023 Q4	-	3

BEN Ownership FAQ

Who Owns Franklin Resources?

Franklin Resources shareholders are primarily institutional investors at 49.19%, followed by 46.85% insiders and 3.96% retail investors. The average institutional ownership in Franklin Resources's industry, Asset Management Stocks, is 39.75%, which Franklin Resources exceeds.

Who owns the most shares of Franklin Resources?

Franklin Resources’s largest shareholders are Vanguard group (35.59M shares, 6.87%), Power corp of canada (32.22M shares, 6.22%), and Blackrock (32.02M shares, 6.18%). Together, they hold 19.26% of Franklin Resources’s total shares outstanding.

Does Blackrock own Franklin Resources?

Yes, BlackRock owns 6.18% of Franklin Resources, totaling 32.02M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 715.57M$. In the last quarter, BlackRock increased its holdings by 736.04K shares, a 2.35% change.

Who is Franklin Resources’s biggest shareholder by percentage of total assets invested?

Power corp of canada is Franklin Resources’s biggest shareholder by percentage of total assets invested, with 90.93% of its assets in 32.22M Franklin Resources shares, valued at 720.17M$.

Who is the top mutual fund holder of Franklin Resources shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Franklin Resources shares, with 1.89% of its total shares outstanding invested in 9.89M Franklin Resources shares.

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