Franklin Resources — Institutional Ownership

Which tracked institutions hold BEN, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.

36
Funds holding
$2120879570
Total value held
Buying
23 added/new · 11 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $679480622 28767173 -944070 -3.18%
2 State Street Corp $469639560 19613400 -1131493 -5.45%
3 Invesco Ltd. $241836964 10122937 +768707 +8.22%
4 Goldman Sachs Group Inc $175783795 7442159 +1796569 +31.82%
5 Morgan Stanley $116095826 4915148 +600341 +13.91%
6 Bank Of New York Mellon Corp $108290504 4584695 +847645 +22.68%
7 Northern Trust Corp $86673283 3669487 -234453 -6.01%
8 Barclays Plc $66457917 2813629 NEW BUY
9 Bank Of America Corp /De/ $46399696 1964424 +533192 +37.25%
10 Hancock Whitney Corp $21014720 863969 +40954 +4.98%
11 Royal Bank Of Canada $20937000 886393 NEW BUY
12 Franklin Resources Inc $13933864 589918 -201853 -25.49%
13 Ameriprise Financial Inc $9647047 407897 +55982 +15.91%
14 Principal Financial Group Inc $8063490 341384 -9159 -2.61%
15 Citigroup Inc $7299566 305549 -212832 -41.06%
16 Bank Of Montreal /Can/ $6555093 277523 NEW BUY
17 Raymond James Financial Inc $6024528 255060 -44399 -14.83%
18 Wells Fargo & Company/Mn $5650199 236509 +61001 +34.76%
19 Sei Investments Co $5088454 215439 NEW BUY
20 Fifth Third Bancorp $3975388 168306 +159862 +1893.20%
21 Pnc Financial Services Group, Inc. $3963604 167807 -1799 -1.06%
22 Prudential Financial Inc $3679406 155775 -868408 -84.79%
23 Janus Henderson Group Plc $3019582 127813 NEW BUY
24 American Financial Group Inc $2814323 119150 NEW BUY
25 Banco Bilbao Vizcaya Argentaria, S.A. $2110282 89343 NEW BUY
26 Toronto Dominion Bank $1919575 81266 NEW BUY
27 Truist Financial Corp $1141959 48347 +30537 +171.46%
28 First Commonwealth Financial Corp /Pa/ $992489 42019 NEW BUY
29 Bank Of Nova Scotia $604790 25605 NEW BUY
30 Us Bancorp \De\ $475305 20123 +2622 +14.98%
31 Park National Corp /Oh/ $461015 19518 -6194 -24.09%
32 Associated Banc-Corp $403547 17085 Held
33 Atlantic Union Bankshares Corp $315348 13200 -1800 -12.00%
34 Arthur J. Gallagher & Co. $122929 2431827 +1633093 +204.46%
35 Tompkins Financial Corp $5905 250 Held
36 Amalgamated Financial Corp. $1995 71438 NEW BUY

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.