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All holdings

Franklin Resources

BEN

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
1
In their latest 13F (Q3 2026)
See who
Value held
$458k
Combined value at quarter end
Last quarter
1 bought
0 sold or trimmed
Price at Q2 ’26 end
$33.27

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+22.6%Q4 ’22
+2.1%Q1 ’23
-0.9%Q2 ’23
-7.9%Q3 ’23
+21.2%Q4 ’23
-5.6%Q1 ’24
-20.4%Q2 ’24
Q4 ’22: +22.6%; Q1 ’23: +2.1%; Q2 ’23: -0.9%; Q3 ’23: -7.9%; Q4 ’23: +21.2%; Q1 ’24: -5.6%; Q2 ’24: -20.4%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

1Q4 ’23
1Q1 ’24
1Q2 ’24
0Q3 ’24
0Q4 ’24
0Q1 ’25
0Q2 ’25
0Q3 ’25
0Q4 ’25
0Q1 ’26
1Q2 ’26
0Q3 ’26
Q4 ’23: 1; Q1 ’24: 1; Q2 ’24: 1; Q3 ’24: 0; Q4 ’24: 0; Q1 ’25: 0; Q2 ’25: 0; Q3 ’25: 0; Q4 ’25: 0; Q1 ’26: 0; Q2 ’26: 1; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Franklin Resources.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Franklin Resources
Polen Capital Management0.0%$458k$458kNew1 qtr

Download the holders: CSV · JSON · Markdown

About the company

Sector
Financials · Investment Advice
Incorporated in
Delaware
Financial year ends
30 September
Shares outstanding
508m at 22 Jul 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$8.0bnSep ’13
$7.9bnSep ’15
$6.4bnSep ’17
$5.8bnSep ’19
$8.4bnSep ’21
$7.8bnSep ’23
$8.8bnSep ’25
Sep ’13: $8.0bn; Sep ’14: $8.5bn; Sep ’15: $7.9bn; Sep ’16: $6.6bn; Sep ’17: $6.4bn; Sep ’18: $6.3bn; Sep ’19: $5.8bn; Sep ’20: $5.6bn; Sep ’21: $8.4bn; Sep ’22: $8.3bn; Sep ’23: $7.8bn; Sep ’24: $8.5bn; Sep ’25: $8.8bn
Franklin Resources revenue and net income by year
YearRevenueNet income
Year to Sep 2025$8.8bn$525m
Year to Sep 2024$8.5bn$465m
Year to Sep 2023$7.8bn$883m
Year to Sep 2022$8.3bn$1.3bn
Year to Sep 2021$8.4bn$1.8bn
Year to Sep 2020$5.6bn$799m
Year to Sep 2019$5.8bn$1.2bn
Year to Sep 2018$6.3bn$764m
Year to Sep 2017$6.4bn$1.7bn
Year to Sep 2016$6.6bn$1.7bn
Year to Sep 2015$7.9bn$2.0bn
Year to Sep 2014$8.5bn$2.4bn
Year to Sep 2013$8.0bn$2.2bn

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.