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Ownership Breakdown Franklin Resources Inc. BEN

Franklin Resources provides investment services for individual and institutional investors. At the end of August 2022, Franklin had $1.388 trillion in managed assets, composed primarily of equity (32%), fixed-income (38%), multi-asset/balanced (10%) funds, alternatives (16%) and money market funds (4%). Distribution tends to be weighted more toward retail investors (49% of AUM) investors, as opposed to institutional (49%) and high-net-worth (2%) clients. Franklin is also one of the more global firms of the U.S.-based asset managers we cover, with more than 35% of its AUM invested in global/international strategies and 25% of managed assets sourced from clients domiciled outside the United States.


Top institutional share ownership of Franklin Resources, Inc.

Name Shares Shares % change Value Value % change
Vanguard Group Inc 34,261,767 0.6% $798,642 -16.1%
State Street Corp 32,525,128 19.6% $767,434 0.0%
BlackRock Inc. 29,749,002 2.9% $693,447 -14.1%
SDY - SPDR(R) S&P(R) Dividend ETF 13,820,902 46.8% $322,165 22.5%
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 8,828,266 2.0% $205,787 -14.8%
Capital Research Global Investors 8,767,561 0.9% $204,372 -15.8%
VIMSX - Vanguard Mid-Cap Index Fund Investor Shares 6,906,592 1.0% $160,993 -15.7%
DVY - iShares Select Dividend ETF 6,875,953 23.8% $169,080 -4.8%
Clarkston Capital Partners, LLC 6,848,995 2.2% $159,650 -14.7%
ProShare Advisors LLC 6,399,548 27.5% $149,174 6.5%

Top institutional buyers of Franklin Resources, Inc.

Name Shares % change Value % change Shares Value
Morgan Stanley 83.2% 53.0% 3,453,811 $80,508
SDY - SPDR(R) S&P(R) Dividend ETF 46.8% 22.5% 13,820,902 $322,165
SPYD - SPDR(R) Portfolio S&P 500 High Dividend ETF 33.1% 11.1% 3,237,156 $75,458
NOBL - ProShares S&P 500 Dividend Aristocrats ETF 29.7% 18.1% 6,234,079 $168,819
ProShare Advisors LLC 27.5% 6.5% 6,399,548 $149,174
DVY - iShares Select Dividend ETF 23.8% -4.8% 6,875,953 $169,080
State Street Corp 19.6% 0.0% 32,525,128 $767,434
Amundi 11.3% -5.9% 2,831,477 $66,417
Invesco Ltd. 9.3% -8.8% 6,019,155 $140,306
Charles Schwab Investment Management Inc 6.3% -11.3% 5,135,925 $119,718

Top institutional sellers of Franklin Resources, Inc.

Name Shares % change Value % change Shares Value
Spdr S&p 500 Etf Trust -0.6% -17.0% 2,965,337 $69,122
Northern Trust Corp -0.5% -17.0% 3,155,742 $73,560

Information provided by Fintel.io