BEN

Franklin Resources Inc

Latest period2024 - Q4Total superinvestors55

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 55 superinvestors own shares of Franklin Resources Inc (BEN), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Franklin Resources Inc (BEN), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Franklin Resources Inc (BEN) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Franklin Resources Inc (BEN) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Lauren Sanders@Foundation Resource Management Inc
Recent Activity
Decreased -2.28%
1.94%
$11.614M
572,379 shares@ 20.29 avg price
Sheena Hanson@Uncommon Cents Investing Llc
Recent Activity
Decreased -1.11%
1.04%
$3.463M
170,655 shares@ 20.3 avg price
Raja Elachkar@Rk Asset Management, Llc
Recent Activity
Decreased -1.33%
2.62%
$3.196M
157,533 shares@ 20.29 avg price
Brigitte Palumbo@Keystone Financial Planning, Inc.
Recent Activity
Decreased -0.26%
0.68%
$2.191M
107,994 shares@ 20.29 avg price
Richard M. Dolson@Nisa Investment Advisors, Llc
Recent Activity
Decreased -8.12%
0.01%
$1.492M
72,386 shares@ 20.61 avg price
Ashleigh Swayze@Code Waechter Llc
Recent Activity
Decreased -9%
0.75%
$857,700
42,272 shares@ 20.3 avg price
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Decreased -15.86%
0.04%
$735,837
36,266 shares@ 20.29 avg price
Rasmus Kroner@Nordea Investment Management Ab
Recent Activity
Decreased -11.76%
0.01%
$654,739
32,269 shares@ 20.3 avg price
Amit S. Khandwala@Wright Investors Service Inc
Recent Activity
Decreased -67.47%
0.15%
$447,374
22,049 shares@ 20.29 avg price
Rick Sanford@Whitener Capital Management, Inc.
Recent Activity
Decreased -13.86%
0.12%
$417,102
20,557 shares@ 20.3 avg price