Also trades as: 0RT6.L (LSE) · $vol 0M
BEN NYSE
Franklin Resources, Inc.
1W: -4.6%
1M: +12.2%
3M: +11.5%
YTD: +29.6%
1Y: +43.0%
3Y: +47.0%
5Y: +11.1%
$31.02
+0.16 (+0.52%)
Weekly Expected Move ±4.6%
$29
$30
$32
$33
$35
Overview
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Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — BEN
654
Institutional Holders
-23 vs prior quarter
0.0%
Ownership
+0.00pp
$6B
Total Invested
75
New Positions
196
Increased
285
Reduced
106
Closed
0.87
Put/Call Ratio
Ownership Trends
Top Institutional Holders (770 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 40,177,226 | $1.2B | — | +0.0% | 1Q | SEC ↗ |
| 2 | VANGUARD GROUP INC | 37,109,786 | $1.2B | -140,540 | -0.4% | 12Q | SEC ↗ |
| 3 | Power Corp of Canada | 31,557,117 | $$979M | — | +0.0% | 10Q | SEC ↗ |
| 4 | BlackRock, Inc. | 28,767,173 | $$892M | -944,070 | -3.2% | 7Q | SEC ↗ |
| 5 | STATE STREET CORP | 19,613,400 | $$608M | -1,131,493 | -5.5% | 13Q | SEC ↗ |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 13,844,109 | $$429M | — | +0.0% | 1Q | SEC ↗ |
| 7 | Invesco Ltd. | 13,564,400 | $$421M | +3,441,463 | +34.0% | 13Q | SEC ↗ |
| 8 | DIMENSIONAL FUND ADVISORS LP | 10,860,325 | $$337M | -22,535 | -0.2% | 13Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 7,809,846 | $$242M | -259,649 | -3.2% | 13Q | SEC ↗ |
| 10 | GOLDMAN SACHS GROUP INC | 7,442,159 | $$231M | -3,849,021 | -34.1% | 13Q | SEC ↗ |
| 11 | ProShare Advisors LLC | 6,556,326 | $$203M | -526,842 | -7.4% | 13Q | SEC ↗ |
| 12 | CITADEL ADVISORS LLC | 6,280,203 | $$195M | +1,897,692 | +43.3% | 12Q | SEC ↗ |
| 13 | Azora Capital LP | 5,099,949 | $$158M | -696,626 | -12.0% | 4Q | SEC ↗ |
| 14 | Artemis Investment Management LLP | 4,879,886 | $$151M | +4,823,983 | +8629.2% | 2Q | SEC ↗ |
| 15 | Bank of New York Mellon Corp | 4,584,695 | $$142M | +847,645 | +22.7% | 13Q | SEC ↗ |
| 16 | MORGAN STANLEY | 4,314,807 | $$134M | -1,899,582 | -30.6% | 12Q | SEC ↗ |
| 17 | NORGES BANK NEW | 4,109,155 | $$127M | — | +0.0% | 1Q | SEC ↗ |
| 18 | NORTHERN TRUST CORP | 3,669,487 | $$114M | -234,453 | -6.0% | 13Q | SEC ↗ |
| 19 | Kopernik Global Investors, LLC | 3,522,587 | $$109M | +153,422 | +4.6% | 7Q | SEC ↗ |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 3,231,922 | $$100M | +64,000 | +2.0% | 13Q | SEC ↗ |
| 21 | Verition Fund Management LLC | 3,022,427 | $$94M | +845,991 | +38.9% | 9Q | SEC ↗ |
| 22 | BARCLAYS PLC | 2,813,629 | $$87M | +1,164,060 | +70.6% | 13Q | SEC ↗ |
| 23 | JUPITER ASSET MANAGEMENT LTD | 2,673,409 | $$83M | +2,645,077 | +9336.0% | 3Q | SEC ↗ |
| 24 | Squarepoint Ops LLC | 2,620,136 | $$81M | -1,511,423 | -36.6% | 10Q | SEC ↗ |
| 25 | UBS Group AG | 2,443,853 | $$76M | +406,389 | +19.9% | 13Q | SEC ↗ |
| 26 | Freestone Grove Partners LP NEW | 2,148,549 | $$67M | — | +0.0% | 1Q | SEC ↗ |
| 27 | JPMORGAN CHASE & CO | 2,105,874 | $$65M | +420,391 | +24.9% | 13Q | SEC ↗ |
| 28 | Vest Financial, LLC | 2,033,149 | $$63M | -150,440 | -6.9% | 13Q | SEC ↗ |
| 29 | BANK OF AMERICA CORP /DE | 1,964,424 | $$61M | +533,192 | +37.3% | 13Q | SEC ↗ |
| 30 | TWO SIGMA INVESTMENTS, LP | 1,848,179 | $$57M | +353,362 | +23.6% | 12Q | SEC ↗ |
| 31 | FIRST TRUST ADVISORS LP | 1,841,664 | $$57M | -114,263 | -5.8% | 13Q | SEC ↗ |
| 32 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1,765,840 | $$55M | +194,716 | +12.4% | 9Q | SEC ↗ |
| 33 | VANGUARD FIDUCIARY TRUST CO NEW | 1,729,729 | $$54M | — | +0.0% | 1Q | SEC ↗ |
| 34 | NOMURA ASSET MANAGEMENT CO LTD | 1,624,537 | $$50M | +45,964 | +2.9% | 12Q | SEC ↗ |
| 35 | Balyasny Asset Management L.P. | 1,587,762 | $$49M | +820,079 | +106.8% | 2Q | SEC ↗ |
| 36 | Gallagher Fiduciary Advisors, LLC | 1,408,138 | $$44M | -15,934 | -1.1% | 5Q | SEC ↗ |
| 37 | VICTORY CAPITAL MANAGEMENT INC | 1,311,366 | $$41M | +67,043 | +5.4% | 13Q | SEC ↗ |
| 38 | WEDGE CAPITAL MANAGEMENT L L P/NC | 1,246,976 | $$39M | -60,297 | -4.6% | 3Q | SEC ↗ |
| 39 | DEUTSCHE BANK AG | 1,228,887 | $$38M | +72,284 | +6.2% | 13Q | SEC ↗ |
| 40 | Allianz Asset Management GmbH | 1,203,881 | $$37M | +265,528 | +28.3% | 12Q | SEC ↗ |
| 41 | ARROWSTREET CAPITAL, LIMITED PARTNERSH NEW | 1,158,237 | $$36M | — | +0.0% | 1Q | SEC ↗ |
| 42 | AQR CAPITAL MANAGEMENT LLC | 1,139,150 | $$35M | -129,762 | -10.2% | 13Q | SEC ↗ |
| 43 | UBS AM, a distinct business unit of UB | 1,138,608 | $$35M | -75,332 | -6.2% | 13Q | SEC ↗ |
| 44 | Cubist Systematic Strategies, LLC NEW | 998,147 | $$31M | — | +0.0% | 1Q | SEC ↗ |
| 45 | TWO SIGMA ADVISERS, LP | 988,800 | $$31M | +258,500 | +35.4% | 9Q | SEC ↗ |
| 46 | KETTLE HILL CAPITAL MANAGEMENT, LLC | 933,204 | $$29M | +542,858 | +139.1% | 6Q | SEC ↗ |
| 47 | Quantinno Capital Management LP | 917,468 | $$28M | +127,022 | +16.1% | 13Q | SEC ↗ |
| 48 | Prana Capital Management, LP | 904,970 | $$28M | +44,208 | +5.1% | 3Q | SEC ↗ |
| 49 | Holocene Advisors, LP | 890,956 | $$28M | +616,453 | +224.6% | 4Q | SEC ↗ |
| 50 | ROYAL BANK OF CANADA | 886,393 | $$27M | +117,800 | +15.3% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 40,177,226 | $1.2B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 13,844,109 | $$429M |
| NORGES BANK | 4,109,155 | $$127M |
| Freestone Grove Partners LP | 2,148,549 | $$67M |
| VANGUARD FIDUCIARY TRUST CO | 1,729,729 | $$54M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 1,158,237 | $$36M |
| Cubist Systematic Strategies, LLC | 998,147 | $$31M |
| Vanguard Global Advisers, LLC | 675,279 | $$21M |
| SEB Asset Management AB | 593,519 | $$18M |
| Jain Global LLC | 342,826 | $$11M |
| Y-Intercept (Hong Kong) Ltd | 264,778 | $$8M |
| VANGUARD ASSET MANAGEMENT, Ltd | 259,756 | $$8M |
| Point72 Asset Management, L.P. | 248,100 | $$8M |
| Capitolis Liquid Global Markets LLC | 230,718 | $$7M |
| Ruffer LLP | 146,037 | $$5M |
| CIBC Bancorp USA Inc. | 137,430 | $$4M |
| Hilton Capital Management, LLC | 136,738 | $$4M |
| CIBC WORLD MARKET INC. | 100,000 | $$3M |
| Quantum Portfolio Management LLC | 79,702 | $$2M |
| Vanguard Investments Australia, Ltd | 74,610 | $$2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Evergreen Quality Fund GP, Ltd. | 5,237,650 | $$162M |
| TUDOR INVESTMENT CORP ET AL | 912,576 | $$28M |
| MARSHALL WACE, LLP | 788,946 | $$24M |
| RENAISSANCE TECHNOLOGIES LLC | 753,300 | $$23M |
| HRT FINANCIAL LP | 515,692 | $$16M |
| Engineers Gate Manager LP | 324,103 | $$10M |
| Trexquant Investment LP | 291,248 | $$9M |
| Symphony Financial, Ltd. Co. | 284,198 | $$9M |
| Dupree Financial Group, LLC | 262,922 | $$8M |
| Interval Partners, LP | 247,672 | $$8M |
| Aquatic Capital Management LLC | 228,480 | $$7M |
| ROYAL LONDON ASSET MANAGEMENT LTD | 219,653 | $$7M |
| Qsemble Capital Management, LP | 213,052 | $$7M |
| Skandinaviska Enskilda Banken AB (p | 211,682 | $$7M |
| Lighthouse Investment Partners, LLC | 211,592 | $$7M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 167,500 | $$5M |
| Brevan Howard Capital Management LP | 150,211 | $$5M |
| TWINBEECH CAPITAL LP | 134,247 | $$4M |
| Entropy Technologies, LP | 125,536 | $$4M |
| AXA S.A. | 115,418 | $$4M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Artemis Investment Management LLP | +4,823,983 | +8629.2% | 4,879,886 |
| Invesco Ltd. | +3,441,463 | +34.0% | 13,564,400 |
| JUPITER ASSET MANAGEMENT LTD | +2,645,077 | +9336.0% | 2,673,409 |
| CITADEL ADVISORS LLC | +1,897,692 | +43.3% | 6,280,203 |
| BARCLAYS PLC | +1,164,060 | +70.6% | 2,813,629 |
| Bank of New York Mellon Corp | +847,645 | +22.7% | 4,584,695 |
| Verition Fund Management LLC | +845,991 | +38.9% | 3,022,427 |
| Balyasny Asset Management L.P. | +820,079 | +106.8% | 1,587,762 |
| Holocene Advisors, LP | +616,453 | +224.6% | 890,956 |
| Caisse de depot et placement du Que | +592,930 | +256.5% | 824,130 |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | +542,858 | +139.1% | 933,204 |
| BANK OF AMERICA CORP /DE | +533,192 | +37.3% | 1,964,424 |
| HUNTINGTON NATIONAL BANK | +422,704 | +64143.2% | 423,363 |
| JPMORGAN CHASE & CO | +420,391 | +24.9% | 2,105,874 |
| UBS Group AG | +406,389 | +19.9% | 2,443,853 |
| TWO SIGMA INVESTMENTS, LP | +353,362 | +23.6% | 1,848,179 |
| Longaeva Partners L.P. | +300,473 | +53.4% | 862,737 |
| Connor, Clark & Lunn Investment Man | +279,892 | +51.9% | 818,745 |
| ALLIANCEBERNSTEIN L.P. | +270,375 | +70.3% | 654,936 |
| Allianz Asset Management GmbH | +265,528 | +28.3% | 1,203,881 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | -3,849,021 | -34.1% | 7,442,159 |
| MORGAN STANLEY | -1,899,582 | -30.6% | 4,314,807 |
| Squarepoint Ops LLC | -1,511,423 | -36.6% | 2,620,136 |
| HSBC HOLDINGS PLC | -1,469,360 | -65.6% | 770,258 |
| STATE STREET CORP | -1,131,493 | -5.5% | 19,613,400 |
| BlackRock, Inc. | -944,070 | -3.2% | 28,767,173 |
| PRUDENTIAL FINANCIAL INC | -868,408 | -84.8% | 155,775 |
| Azora Capital LP | -696,626 | -12.0% | 5,099,949 |
| ProShare Advisors LLC | -526,842 | -7.4% | 6,556,326 |
| Amundi | -526,765 | -84.1% | 99,372 |
| Legal & General Group Plc | -445,156 | -42.0% | 613,554 |
| Meiji Yasuda Asset Management Co Lt | -337,204 | -39.4% | 518,837 |
| D. E. Shaw & Co., Inc. | -312,876 | -88.7% | 40,052 |
| BANK OF NOVA SCOTIA | -283,854 | -91.7% | 25,605 |
| GEODE CAPITAL MANAGEMENT, LLC | -259,649 | -3.2% | 7,809,846 |
| NORTHERN TRUST CORP | -234,453 | -6.0% | 3,669,487 |
| ALGERT GLOBAL LLC | -221,150 | -62.4% | 133,370 |
| CITIGROUP INC | -212,832 | -41.1% | 305,549 |
| FRANKLIN RESOURCES INC | -201,853 | -25.5% | 589,918 |
| Aberdeen Group plc | -188,897 | -88.7% | 23,965 |