Franklin Resources — Institutional Ownership

Which tracked institutions hold BEN, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.

49
Funds holding
$3235768675
Total value held
Buying
32 added/new · 13 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $961845162 28910284 +143111 +0.50%
2 State Street Corp $662930550 19733211 +119811 +0.61%
3 Invesco Ltd. $402275056 12091225 +12091225 NEW BUY
4 Goldman Sachs Group Inc $241415707 7256259 -185900 -2.50%
5 Morgan Stanley $166733350 5011520 +96372 +1.96%
6 Bank Of New York Mellon Corp $152692103 4589483 +4788 +0.10%
7 Barclays Plc $134500894 4042708 +1229079 +43.68%
8 Northern Trust Corp $117951996 3545296 -124191 -3.38%
9 Ubs Group Ag $80251333 2412123 +2412123 NEW BUY
10 Jpmorgan Chase & Co $45473528 1358036 -747838 -35.51%
11 Bank Of America Corp /De/ $41067869 1234381 -730043 -37.16%
12 Royal Bank Of Canada $40559000 1219100 +332707 +37.53%
13 Hancock Whitney Corp $28453269 855223 -8746 -1.01%
14 Citigroup Inc $23840084 716564 +411015 +134.52%
15 Franklin Resources Inc $19338253 581252 -8666 -1.47%
16 Raymond James Financial Inc $16204951 487074 +232014 +90.96%
17 Ameriprise Financial Inc $11863474 356184 +356184 NEW BUY
18 Wells Fargo & Company/Mn $11218915 337208 +55473 +19.69%
19 Principal Financial Group Inc $11115541 334101 -7283 -2.13%
20 Bank Of Montreal /Can/ $10140763 304802 +27279 +9.83%
21 Pnc Financial Services Group, Inc. $6872925 206580 +38773 +23.11%
22 Stifel Financial Corp $6798550 204345 +204345 NEW BUY
23 Prudential Financial Inc $5041636 151537 -4238 -2.72%
24 Fifth Third Bancorp $4878446 146632 -21674 -12.88%
25 Ally Financial Inc. $4657800 140000 +140000 NEW BUY
26 American Financial Group Inc $3964121 119150 Held
27 Toronto Dominion Bank $3838320 115368 +34102 +41.96%
28 Janus Henderson Group Plc $3019582 127813 +127813 NEW BUY
29 Banco Bilbao Vizcaya Argentaria, S.A. $3000588 90189 +846 +0.95%
30 Sei Investments Co $2626725 78944 -136495 -63.36%
31 Allstate Corp $2204337 66256 +66256 NEW BUY
32 Truist Financial Corp $1794142 53927 +5580 +11.54%
33 First Commonwealth Financial Corp /Pa/ $1474560 44321 +2302 +5.48%
34 Jefferies Financial Group Inc. $1190999 35798 +35798 NEW BUY
35 Bank Of Nova Scotia $666299 20027 -5578 -21.78%
36 Park National Corp /Oh/ $641745 19289 -229 -1.17%
37 Nomura Holdings Inc $639350 19217 +19217 NEW BUY
38 Us Bancorp \De\ $584853 17579 -2544 -12.64%
39 Associated Banc-Corp $568417 17085 Held
40 M&T Bank Corp $525215 15796 +15796 NEW BUY
41 Atlantic Union Bankshares Corp $439164 13200 Held
42 Federated Hermes, Inc. $175799 5284 +5284 NEW BUY
43 Arthur J. Gallagher & Co. $122929 2431827 +1633093 +204.46%
44 First Horizon Corp $87866 2641 +2641 NEW BUY
45 Cullen/Frost Bankers, Inc. $37129 1116 +1116 NEW BUY
46 Zions Bancorporation, National Association /Ut/ $33070 994 +994 NEW BUY
47 Tompkins Financial Corp $8318 250 Held
48 Southstate Bank Corp $1997 60 +60 NEW BUY
49 Amalgamated Financial Corp. $1995 71438 +71438 NEW BUY

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