Company Analysis

Franklin Resources, Inc. (BEN)

NYSE: BEN · Investment Advice · San Mateo, CA · filing with the SEC since 1994
Grade5.4
◀ Past 5.9● Present 5.2▶ Future 5.0

Who owns Franklin Resources, Inc.

As filed with the SEC
Holders of 5% or more
0
No Schedule 13D or 13G naming this company is on file.
Directors and officers
18
report now, of 28 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 0 named at left.
Holders of 5% or moreshare of the class, as filed
Power Corporation of Canada
SCHEDULE 13G/A · filed Aug 13, 2026 · Common Stock, $0.10 par value · reported falling below 5%
under 5%
Blackrock, Inc.
SCHEDULE 13G/A · filed Apr 27, 2026 · Common Stock · reported falling below 5%
under 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 26, 2026 · Common Stock · reported falling below 5%
under 5%
What BEN reports owning in othersstakes of 5% or more, and other ties
Franklin BSP Lending Fund
100%
Clarion Partners Real Estate Income Fund Inc.
SCHEDULE 13D/A · filed Oct 2, 2026 · Class S Common Stock, per share
66.6%
Franklin Bsp Private Credit Fund
SCHEDULE 13D/A · filed Sep 28, 2026 · ADVISOR CLASS SHARES OF BENEFICAL INTEREST
60.3%
Clarion Partners Real Estate Income Fund Inc.
SCHEDULE 13D/A · filed Oct 23, 2026 · CLASS I SHARES OF COMMON STOCK $.001 PAR VALUE PER SHARE
23.6%
Infinity Natural Resources, Inc. INR
SCHEDULE 13G/A · filed Jul 28, 2026 · Class A common stock, par value $0.01 per share
12.5%
Benitec Biopharma Inc. BNTC
SCHEDULE 13G/A · filed Jan 29, 2026 · Common Stock, par value $0.0001
10.6%
Southwest Airlines Co. LUV
SCHEDULE 13G/A · filed Oct 7, 2026 · Common Stock ($1.00 par value)
10.2%
IN8bio, Inc. INAB
SCHEDULE 13G · filed Jan 29, 2026 · Common Stock, $0.0001 par value per share
9.4%
Camden National Corporation CAC
SCHEDULE 13G · filed Apr 29, 2026 · Common Stock, without par value
9.3%
Select Water Solutions, Inc. WTTR
SCHEDULE 13G · filed Apr 29, 2026 · Class A common stock, par value $0.01 per share
8.9%
The other 49
Achieve Life Sciences, Inc.
8.3%
Horace Mann Educators Corporation
7.4%
7.4%
Ryerson Holding Corporation
7.3%
6.9%
BJs Wholesale Club Holdings, Inc.
6.5%
6.5%
Contineum Therapeutics, Inc.
6.2%
ReNew Energy Global plc
5.9%
German American Bancorp, Inc.
5%
Franklin BSP Lending Fund
SCHEDULE 13D/A · filed Aug 12, 2026 · reported falling below 5%
under 5%
SiTime Corporation
SCHEDULE 13G/A · filed Oct 31, 2024 · reported falling below 5%
under 5%
Vizsla Silver Corp.
SCHEDULE 13G/A · filed May 9, 2025 · reported falling below 5%
under 5%
Revance Therapeutics, Inc.
SCHEDULE 13G/A · filed Oct 31, 2024 · reported falling below 5%
under 5%
Innoviva, Inc.
SCHEDULE 13G/A · filed Aug 5, 2025 · reported falling below 5%
under 5%
Context Therapeutics Inc.
SCHEDULE 13G/A · filed May 9, 2025 · reported falling below 5%
under 5%
Gaming and Leisure Properties, Inc.
SCHEDULE 13G/A · filed Nov 21, 2024 · reported falling below 5%
under 5%
Paymentus Holdings, Inc.
SCHEDULE 13G/A · filed Nov 4, 2025 · reported falling below 5%
under 5%
Guardian Pharmacy Services, Inc.
SCHEDULE 13G/A · filed Aug 5, 2025 · reported falling below 5%
under 5%
Platinum Group Metals LTD.
SCHEDULE 13G/A · filed Apr 29, 2026 · reported falling below 5%
under 5%
Contango Silver & Gold Inc.
SCHEDULE 13G/A · filed Apr 29, 2026 · reported falling below 5%
under 5%
Eastman Chemical Company
SCHEDULE 13G/A · filed Aug 5, 2025 · reported falling below 5%
under 5%
OneSpaWorld Holdings Limited
SCHEDULE 13G/A · filed Oct 31, 2024 · reported falling below 5%
under 5%
Acumen Pharmaceuticals, Inc.
SCHEDULE 13G/A · filed Nov 4, 2025 · reported falling below 5%
under 5%
Cullinan Therapeutics, Inc.
SCHEDULE 13G/A · filed Oct 31, 2024 · reported falling below 5%
under 5%
ODDITY Tech Ltd.
SCHEDULE 13G/A · filed Aug 5, 2025 · reported falling below 5%
under 5%
Albemarle Corporation
SCHEDULE 13G/A · filed Jan 29, 2026 · reported falling below 5%
under 5%
Benchmark Electronics
SCHEDULE 13G/A · filed Jul 28, 2026 · reported falling below 5%
under 5%
PPL Corporation
SCHEDULE 13G/A · filed Jul 28, 2026 · reported falling below 5%
under 5%
Applied Therapeutics, Inc.
SCHEDULE 13G/A · filed Jan 27, 2025 · reported falling below 5%
under 5%
Vontier Corporation
SCHEDULE 13G/A · filed May 9, 2025 · reported falling below 5%
under 5%
Assured Guaranty, LTD
SCHEDULE 13G · filed Feb 26, 2025 · reported falling below 5%
under 5%
Oil States International, Inc.
SCHEDULE 13G/A · filed Jul 28, 2026 · reported falling below 5%
under 5%
Franklin Lexington Private Markets Fund
SCHEDULE 13G/A · filed Jul 7, 2025 · reported falling below 5%
under 5%
Franklin Bsp Real Estate Debt Bdc
SCHEDULE 13D/A · filed Sep 12, 2025 · reported falling below 5%
under 5%
Adverum Biotechnologies, Inc.
SCHEDULE 13G/A · filed Aug 5, 2025 · reported falling below 5%
under 5%
4Front Ventures Corp.
SCHEDULE 13G/A · filed Aug 5, 2025 · reported falling below 5%
under 5%
Marinus Pharmaceuticals, Inc.
SCHEDULE 13G/A · filed Feb 11, 2025 · reported falling below 5%
under 5%
Other ties the annual report names
Bgim & Mc
An entity · legal entity · owns, named in the 10-K filed Nov 10, 2025
Franklin Resources, Inc.
An entity · legal entity · owns, named in the 10-K filed Nov 10, 2025
Legg Mason
An entity · legal entity · owns, named in the 10-K filed Nov 10, 2025
Wam
An entity · legal entity · owns, named in the 10-K filed Nov 10, 2025
Consolidated Investment Products
An entity · co registrant · owns, named in the 10-K filed Nov 10, 2025

150 subsidiaries in 31 countries, from the list filed with the 10-K filed Nov 10, 2025. Its Form 13F-HR for Jun 30, 2026 lists 3,192 holdings. The record carries no value for them.

Insider tradesForm 4
1sales
2purchases
0sales on a scheduled plan
1people selling
$5.8Msold, in dollars
$2.1Mbought, in dollars
Open-market trades on Form 4 from Nov 12, 2025 to Nov 12, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
17181920212223242526
2026 runs to Nov 12, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window3 of 29 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Nicholls MatthewCo-President, CFO & COO1$5.8M00$0
Franklin Resources Inc10% owner1$5.0M00$0
Johnson Charles BChairman of the Board0$002$2.1M
SI Assistanton BEN · research, not advice