• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
PublishDashboard
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI employees
    Legal
    Terms of usePrivacy policyCookie policy

    SEC Form 13F-HR filed by Franklin Resources Inc.

    5/13/25 11:11:01 AM ET
    $BEN
    Investment Managers
    Finance
    Get the next $BEN alert in real time by email
    SEC FORM 13F-HR

    The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
    The reader should not assume that the information is accurate and complete.

    UNITED STATES SECURITIES AND EXCHANGE COMMISSION
    Washington, D.C. 20549
    FORM 13F

    FORM 13F COVER PAGE

    OMB APPROVAL
    OMB Number: 3235-0006
    Estimated average burden
    hours per response: 23.8

    Report for the Calendar Year or Quarter Ended: 03-31-2025
    Check here if Amendment    Amendment Number:
    This Amendment (Check only one.):    is a restatement.
       adds new holdings entries.
    Institutional Investment Manager Filing this Report:
    Name: FRANKLIN RESOURCES INC
    Address: One Franklin Parkway
    San Mateo, CA  94403
    Form 13F File Number: 028-00734
    CRD Number (if applicable):
    SEC File Number (if applicable):

    The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

    Person Signing this Report on Behalf of Reporting Manager:
    Name: Thomas C. Mandia
    Title: Assistant Secretary
    Phone: 800-632-2350
    Signature, Place, and Date of Signing:
    /s/THOMAS C. MANDIA Stamford,  CT 05-09-2025
    [Signature] [City, State] [Date]
    Starting with the quarter ending March 31, 2025, the Reporting Manager's List of Other Included Managers adds Fiduciary Trust International of California & Fiduciary Trust International of the South as additional investment managers with respect to which this report is filed.
    Report Type (Check only one.):
       13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
       13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
    X 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
    List of Other Managers Reporting for this Manager:
    [If there are no entries in this list, omit this section.]
    Name Form 13F File No. CRD No. (if applicable) SEC File No. (if applicable) CIK
    Brandywine Global Investment Management, LLC 028-02204 000110783 801-27797 0000829108
    ClearBridge Investments Ltd 028-16543 000151223 801-70506 0001499094
    Clearbridge Investments, LLC 028-11611 000137028 801-64710 0001348883
    Lexington Partners L.P. 028-17321 000147281 801-71411 0001621157
    MARTIN CURRIE LTD 028-13902     0001094499
    O'SHAUGHNESSY ASSET MANAGEMENT, LLC 028-12966 000144594 801-68177 0001423442
    ROYCE & ASSOCIATES LP 028-03780 000107689 801-8268 0000906304
    Western Asset Management Company, LLC 028-10245 000110441 801-8162 0001138897
    Form 13F Summary Page
    Report Summary:
    Number of Other Included Managers: 21
    Form 13F Information Table Entry Total: 13,788
    Form 13F Information Table Value Total: 347,568,119,467
    (round to nearest dollar)
    List of Other Included Managers:
    Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
    [If there are no entries in this list, state “NONE” and omit the column headings and list entries.]
    No. Name Form 13F File No. CRD No. (if applicable) SEC File No. (if applicable) CIK
    1 FIDUCIARY TRUST CO INTERNATIONAL 028-03877     0000941407
    2 Fiduciary Trust Co International of Pennsylvania 028-15057     0001560808
    3 FIDUCIARY TRUST Co OF CANADA 028-17561     0001689636
    4 Fiduciary Trust International of California       0002067500
    5 Fiduciary Trust International of the South       0002067532
    6 FIDUCIARY TRUST INTERNATIONAL LLC 028-13852 000124062 801-62001 0001424480
    7 FRANKLIN ADVISERS INC 028-03578 000104517 801-26292 0000898420
    8 FRANKLIN ADVISORY SERVICES LLC 028-05930 000111361 801-51967 0001027814
    9 Franklin Managed Options Strategies, LLC 028-23344 000325732 801-127676 0001987159
    10 FRANKLIN MUTUAL ADVISERS LLC 028-06154 000111376 801-53068 0001023875
    11 Franklin Templeton Asset Management Mexico, S.A. de C.V., Sociedad Operadora de Fondos de Inversion 028-21845     0001909646
    12 Franklin Templeton Australia Ltd 028-21841     0001910379
    13 Franklin Templeton Institutional, LLC 028-12310 000117384 801-60684 0001368427
    14 Franklin Templeton International Services S.a r.l 028-19123     0001766900
    15 FRANKLIN TEMPLETON INVESTMENT MANAGEMENT LTD 028-11761 000111360 801-55170 0001200138
    16 FRANKLIN TEMPLETON INVESTMENTS CORP 028-06143 000111364 801-58185 0001132702
    17 PUTNAM INVESTMENT MANAGEMENT LLC 028-00090 000106629 801-7974 0000081273
    18 TEMPLETON ASSET MANAGEMENT LTD 028-11763 000111382 801-46997 0001039348
    19 TEMPLETON GLOBAL ADVISORS LTD 028-05454 000111383 801-42343 0001014885
    20 TEMPLETON INVESTMENT COUNSEL LLC 028-01074 000111370 801-15125 0000315282
    21 PUTNAM ADVISORY CO LLC 028-00092 000106631 801-5097 0000081238

    Get the next $BEN alert in real time by email

    Chat with this insight

    Save time and jump to the most important pieces.

    Recent Analyst Ratings for
    $BEN

    DatePrice TargetRatingAnalyst
    5/14/2025$27.00Hold → Buy
    TD Cowen
    1/6/2025$21.00 → $22.00Sell → Neutral
    Goldman
    9/12/2024$20.00Equal Weight
    Wells Fargo
    8/27/2024$20.00Underweight
    Barclays
    1/8/2024$24.00 → $30.00Underweight → Equal Weight
    Wells Fargo
    1/4/2024$32.00Market Perform
    TD Cowen
    7/10/2023$20.00 → $24.00Market Perform
    BMO Capital Markets
    12/15/2022$26.00Underweight
    Wells Fargo
    More analyst ratings

    $BEN
    Financials

    Live finance-specific insights

    See more
    • Franklin Templeton Canada Announces ETF Cash Distributions

      TORONTO, May 23, 2025 /CNW/ - Franklin Templeton Canada today announced cash distributions for certain ETFs and ETF series of mutual funds available to Canadian investors. As detailed in the table below, unitholders of record as of May 30, 2025, will receive a per-unit cash distribution payable on June 9, 2025. Fund Name     Ticker           Type      Cash   Distribution     Per Unit    ($)       Payment    Frequency    Franklin Brandywine Global Income Optimiser Fund – ETF Series FBGO  Active 0.082593 Monthly Franklin ClearBridge Global Infrastructure Income Fund – ETF Series    FCII  Active 0.103148 Monthly Franklin Canadian Government Bond Fund – ETF Series FGOV Active 0.049997 Monthly F

      5/23/25 4:00:00 PM ET
      $BEN
      Investment Managers
      Finance
    • Franklin Templeton Announces Liquidation of Franklin FTSE Hong Kong ETF

      Franklin Templeton today announced it will liquidate and dissolve Franklin FTSE Hong Kong ETF (FLHK). The liquidation is anticipated to occur on or about July 8, 2025. The liquidation of FLHK was approved by the Fund's board of trustees on May 21, 2025. After the close of business on June 10, 2025, the Fund will no longer accept creation orders. Trading in the Fund on NYSE Arca, Inc. ("NYSE Arca") will be halted prior to market open on July 2, 2025. Proceeds of the liquidation are currently scheduled to be sent to shareholders on or about July 8, 2025. When the Fund is in the process of liquidating its portfolio, which is anticipated to commence prior to July 2, 2025, the Fund will hold c

      5/22/25 4:30:00 PM ET
      $BEN
      Investment Managers
      Finance
    • Franklin Templeton Announces Liquidation of Western Asset Short Duration Income ETF and Western Asset Total Return ETF

      Franklin Templeton today announced it will liquidate and dissolve Western Asset Short Duration Income ETF (WINC) and Western Asset Total Return ETF (WBND). The liquidation is anticipated to occur on or about August 29, 2025. The liquidation of both WINC and WBND were approved by the Fund's board of trustees on May 21, 2025. After the close of business on August 1, 2025, the Funds will no longer accept creation orders. Trading in the Funds on NASDAQ will be halted prior to market open on August 23, 2025. Proceeds of the liquidation are currently scheduled to be sent to shareholders on or about August 29, 2025. When the Funds are in the process of liquidating their portfolios, which is anti

      5/22/25 4:30:00 PM ET
      $BEN
      $WBND
      $WINC
      Investment Managers
      Finance

    $BEN
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • Large owner Johnson Charles B bought $7,442 worth of shares (420 units at $17.72) and sold $7,379 worth of shares (420 units at $17.57) (SEC Form 4)

      4 - FRANKLIN RESOURCES INC (0000038777) (Issuer)

      4/7/25 3:03:55 PM ET
      $BEN
      Investment Managers
      Finance
    • Large owner Johnson Charles B bought $1,957,000 worth of shares (100,000 units at $19.57), increasing direct ownership by 0.11% to 89,375,067 units (SEC Form 4)

      4 - FRANKLIN RESOURCES INC (0000038777) (Issuer)

      3/5/25 12:49:43 PM ET
      $BEN
      Investment Managers
      Finance
    • Large owner Johnson Charles B bought $1,907,990 worth of shares (100,000 units at $19.08), increasing direct ownership by 0.11% to 89,308,192 units (SEC Form 4)

      4 - FRANKLIN RESOURCES INC (0000038777) (Issuer)

      9/13/24 12:36:35 PM ET
      $BEN
      Investment Managers
      Finance

    $BEN
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • President and CEO Johnson Jennifer M gifted 1,738 shares, decreasing direct ownership by 0.07% to 2,618,428 units (SEC Form 4)

      4 - FRANKLIN RESOURCES INC (0000038777) (Issuer)

      5/13/25 12:56:02 PM ET
      $BEN
      Investment Managers
      Finance
    • SEC Form 4 filed by Director King Karen Matsushima

      4 - FRANKLIN RESOURCES INC (0000038777) (Issuer)

      5/12/25 2:42:46 PM ET
      $BEN
      Investment Managers
      Finance
    • President and CEO Johnson Jennifer M gifted 946 shares, decreasing direct ownership by 0.04% to 2,620,166 units (SEC Form 4)

      4 - FRANKLIN RESOURCES INC (0000038777) (Issuer)

      5/8/25 2:52:05 PM ET
      $BEN
      Investment Managers
      Finance

    $BEN
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • Amendment: SEC Form SC 13D/A filed by Franklin Resources Inc.

      SC 13D/A - FRANKLIN RESOURCES INC (0000038777) (Filed by)

      12/12/24 1:55:24 PM ET
      $BEN
      Investment Managers
      Finance
    • Amendment: SEC Form SC 13D/A filed by Franklin Resources Inc.

      SC 13D/A - FRANKLIN RESOURCES INC (0000038777) (Filed by)

      12/6/24 6:28:52 PM ET
      $BEN
      Investment Managers
      Finance
    • Amendment: SEC Form SC 13D/A filed by Franklin Resources Inc.

      SC 13D/A - FRANKLIN RESOURCES INC (0000038777) (Filed by)

      12/2/24 4:32:37 PM ET
      $BEN
      Investment Managers
      Finance

    $BEN
    SEC Filings

    See more

    $BEN
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more

    $BEN
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • SEC Form 13F-HR filed by Franklin Resources Inc.

      13F-HR - FRANKLIN RESOURCES INC (0000038777) (Filer)

      5/13/25 11:11:01 AM ET
      $BEN
      Investment Managers
      Finance
    • SEC Form 10-Q filed by Franklin Resources Inc.

      10-Q - FRANKLIN RESOURCES INC (0000038777) (Filer)

      5/2/25 8:44:30 AM ET
      $BEN
      Investment Managers
      Finance
    • Franklin Resources Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Regulation FD Disclosure, Financial Statements and Exhibits

      8-K - FRANKLIN RESOURCES INC (0000038777) (Filer)

      5/2/25 8:42:15 AM ET
      $BEN
      Investment Managers
      Finance
    • Franklin Resources upgraded by TD Cowen with a new price target

      TD Cowen upgraded Franklin Resources from Hold to Buy and set a new price target of $27.00

      5/14/25 8:49:47 AM ET
      $BEN
      Investment Managers
      Finance
    • Franklin Resources upgraded by Goldman with a new price target

      Goldman upgraded Franklin Resources from Sell to Neutral and set a new price target of $22.00 from $21.00 previously

      1/6/25 7:42:13 AM ET
      $BEN
      Investment Managers
      Finance
    • Wells Fargo initiated coverage on Franklin Resources with a new price target

      Wells Fargo initiated coverage of Franklin Resources with a rating of Equal Weight and set a new price target of $20.00

      9/12/24 7:31:34 AM ET
      $BEN
      Investment Managers
      Finance
    • Franklin Resources, Inc. Announces Preliminary Month-End Assets Under Management

      Franklin Resources, Inc. (Franklin Templeton) (NYSE:BEN) today reported preliminary month-end assets under management (AUM) of $1.57 trillion at May 31, 2025, compared to $1.53 trillion at April 30, 2025. This month's AUM reflected the positive impact of markets and preliminary long-term net inflows of $1 billion, inclusive of $3 billion of long-term net outflows at Western Asset Management.1 Excluding Western Asset Management, preliminary long-term net inflows were $4 billion. By Asset Class: (In USD billions) Preliminary 31-May-25 30-Apr-25 31-Mar-25 31-Dec-24 31-May-24 Equity $ 630.7 $ 596.6

      6/4/25 4:01:00 PM ET
      $BEN
      Investment Managers
      Finance
    • Shareholders to Demand Action from Mark Zuckerberg and Meta on Child Safety

      Investors will vote on child safety resolution at Meta's Annual General Meeting Tomorrow, Meta shareholders will vote on a resolution asking Meta to assess its child safety impacts and whether harm to children on its platform has been reduced. The vote follows reports that the company's Instagram Teens feature "fails spectacularly on some key dimensions", including promoting sexual, racist, drug and alcohol-related content. The resolution - filed by Proxy Impact on behalf of Dr. Lisette Cooper and co-filed by 18 institutional investors from North America and Europe - will be presented by child safety advocate Sarah Gardner. "Two weeks ago, I stood outside of Meta's office in NYC with be

      5/27/25 4:43:00 PM ET
      $BEN
      Investment Managers
      Finance
    • Franklin Templeton Canada Announces ETF Cash Distributions

      TORONTO, May 23, 2025 /CNW/ - Franklin Templeton Canada today announced cash distributions for certain ETFs and ETF series of mutual funds available to Canadian investors. As detailed in the table below, unitholders of record as of May 30, 2025, will receive a per-unit cash distribution payable on June 9, 2025. Fund Name     Ticker           Type      Cash   Distribution     Per Unit    ($)       Payment    Frequency    Franklin Brandywine Global Income Optimiser Fund – ETF Series FBGO  Active 0.082593 Monthly Franklin ClearBridge Global Infrastructure Income Fund – ETF Series    FCII  Active 0.103148 Monthly Franklin Canadian Government Bond Fund – ETF Series FGOV Active 0.049997 Monthly F

      5/23/25 4:00:00 PM ET
      $BEN
      Investment Managers
      Finance

    $BEN
    Leadership Updates

    Live Leadership Updates

    See more
    • Franklin Equity Group Appoints New Head of Portfolio Construction and Quantitative Risk

      New position strengthens Franklin Equity Group's risk management capabilities across equity strategies Franklin Templeton today announced the appointment of Surajit Ray to the newly created position of Head of Portfolio Construction and Quantitative Risk in Franklin Templeton's Franklin Equity Group (FEG). He will be based in the firm's New York City office. Reporting to Jonathan Curtis, Franklin Equity Group's Chief Investment Officer, Ray will work in partnership with FEG's various strategy teams to enhance the group's systematic risk-aware portfolio construction processes. This crucial role will help portfolio strategy teams align investments to a risk framework that assesses a range o

      5/21/25 9:37:00 AM ET
      $BEN
      Investment Managers
      Finance
    • Fiduciary Trust International Welcomes New Wealth Director in Atlanta

      Industry Leader Brings Decades of Experience Across Wealth Management to the Firm's Growing Atlanta Team Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Jason Thomas has joined the firm as a wealth director based in Atlanta, GA, a key growth market for the firm. Mr. Thomas previously served on the advisory board for Fiduciary Trust International's Atlanta market. "Jason has been advising clients and cultivating trusted relationships in Atlanta and throughout the Southeast for over 20 years," said David Edmiston, Fiduciary Trust International's regional managing director for Atlanta and Washington D.C. "An accomplis

      1/29/25 9:10:00 AM ET
      $BEN
      Investment Managers
      Finance
    • Franklin Templeton Appoints Global COO to Help Expand Growing Wealth Management Alternatives Business

      New position strengthens firm's ambition to become top provider of alternative wealth solutions globally Franklin Templeton today announced the appointment of George Stephan to the newly created position of Global Chief Operating Officer of Wealth Management Alternatives. Reporting to Adam Spector, Franklin Templeton's Executive Vice President and Head of Global Distribution, Stephan oversees alternative investments product innovation and investor services and assists with business development, management and operations. Stephan will partner with the firm's distribution leaders around the world to help drive the overall distribution strategy in addition to advisor education for the altern

      10/31/24 9:15:00 AM ET
      $BEN
      Investment Managers
      Finance