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
Jim Coppedge@Crossmark Global Holdings, Inc.
Recent Activity
Decreased -3.31%
0.01%
$412,000
20,327 shares@ 20.27 avg price
Kenneth D Hochstetler@Everence Capital Management Inc
Recent Activity
Decreased -66.5%
0.03%
$310,000
15,260 shares@ 20.32 avg price
Brian Goodstadt@Paragon Capital Management Ltd
Recent Activity
Decreased -1.24%
0.05%
$200,652
9,889 shares@ 20.3 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Decreased -0.29%
0.01%
$121,740
6,000 shares@ 20.29 avg price
Lisa Snider@West Oak Capital, Llc
Recent Activity
Decreased -32.96%
0.04%
$990
4,880 shares@ 0.21 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Decreased -19.24%
0.01%
$47,945
2,363 shares@ 20.29 avg price
Erkko Etula@Brooklyn Investment Group
Recent Activity
Decreased -9.55%
0.02%
$35,731
1,761 shares@ 20.3 avg price
Andrea Freeman@Trust Co Of Vermont
Recent Activity
Decreased -0.53%
0.01%
$30,435
1,500 shares@ 20.29 avg price
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
Decreased -51.48%
0.01%
$8,623
425 shares@ 20.29 avg price
Brandon Yee@Versant Capital Management, Inc
Recent Activity
Decreased -39.07%
0.01%
$2,942
145 shares@ 20.29 avg price