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
James Landry@Pallas Capital Advisors Llc
Recent Activity
Increased 1.76%
0.02%
$401,052
19,766 shares@ 20.29 avg price
Shauna Haglof@Rockland Trust Co
Recent Activity
0.02%
$381,980
18,826 shares@ 20.3 avg price
Bernadett Horvath@Guinness Asset Management Ltd
Recent Activity
Increased 65.99%
0.01%
$374,493
18,457 shares@ 20.3 avg price
Jesper Bonnivier@Avanza Fonder Ab
Recent Activity
New Position
0.02%
$344,930
17,000 shares@ 20.29 avg price
Katie Leung@Grassi Investment Management
Recent Activity
0.03%
$342,000
16,835 shares@ 20.32 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
Jordan Pitts@Moody National Bank Trust Division
Recent Activity
Increased 12.88%
0.03%
$255,877
12,611 shares@ 20.29 avg price
Michael Thomas@Matrix Trust Co
Recent Activity
Increased 693.05%
0.05%
$231,000
11,404 shares@ 20.26 avg price
Stephanie West@Org Wealth Partners, Llc
Recent Activity
Increased 59.48%
0.07%
$203,842
10,047 shares@ 20.29 avg price
Brian Goodstadt@Paragon Capital Management Ltd
Recent Activity
Decreased -1.24%
0.05%
$200,652
9,889 shares@ 20.3 avg price