20 institutions reported holding $7.3M of FRANKLIN RESOURCES INC (BEN) in SEC 13F filings for 2026-06-30. Largest institutional holders: Czech National Bank ($2.9M), Mirador Capital Partners LP ($975,895), CoreCap Advisors, LLC ($646,558), GAMMA Investing LLC ($618,988), ROCKLAND TRUST CO ($502,776). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Czech National Bank | $2.9M | 87,266 | Added |
| 2 | Mirador Capital Partners LP | $975,895 | 29,333 | Trimmed |
| 3 | CoreCap Advisors, LLC | $646,558 | 19,434 | Added |
| 4 | GAMMA Investing LLC | $618,988 | 18,605 | Added |
| 5 | ROCKLAND TRUST CO | $502,776 | 15,112 | Trimmed |
| 6 | MOODY NATIONAL BANK TRUST DIVISION | $424,293 | 12,753 | Hold |
| 7 | City Center Advisors, LLC | $393,651 | 11,832 | New |
| 8 | Dynamic Advisor Solutions LLC | $271,730 | 8,167 | New |
| 9 | Versant Capital Management, Inc | $218,650 | 6,572 | Added |
| 10 | CX Institutional | $164,000 | 4,920 | Added |
| 11 | Beaird Harris Wealth Management, LLC | $51,569 | 1,550 | Hold |
| 12 | HARBOR INVESTMENT ADVISORY, LLC | $20,095 | 604 | Hold |
| 13 | EASTERN BANK | $16,635 | 500 | Hold |
| 14 | ELEVATION WEALTH PARTNERS, LLC | $14,074 | 423 | Added |
| 15 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $13,308 | 400 | Hold |
| 16 | MassMutual Private Wealth & Trust, FSB | $12,909 | 388 | Added |
| 17 | Grove Bank & Trust | $1,564 | 47 | Hold |
| 18 | West Financial Advisors, LLC | $1,024 | 31 | Added |
| 19 | Dogwood Wealth Management LLC | $333 | 10 | Hold |
| 20 | 3 FACTOR INDEXING, LLC | $134 | 4 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30