Filer Snapshot

FRANKLIN RESOURCES INC

CIK 0000038777. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

379

Latest filing

14 Jul 2026

Industry

Investment Advice

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$408.23B

3,148 holdings for Q1 2026

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Largest parsed holding

NVDA

$16.84B reported value

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13D/G large stake

Franklin BSP Lending Fund

13 Jul 2026 · 56% ownership

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Insider / owner context

Clarion Partners Real Estate Income Fund Inc.

20 Apr 2026 · $77.1M

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Source: SEC Schedule 13D/G

SCHEDULE 13D/A filed on 14 Jul 2026 for CIK 0000038777.

View source filing
Listed symbols
BEN on NYSE
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$408.23B

Quarterly institutional holdings reported on Form 13F; not total AUM.

Forms 3/4/5 positions$95.11M

Reporting-owner positions with enough filing detail to estimate value.

Latest reported 13F value

13F
$408.23B

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Source: SEC Form 13FScope: U.S.-listed equity holdings

Forms 3/4/5 position value

3/4/5
$95.11M

Estimated from parsed Forms 3/4/5 when filings include enough share and price data.

Source: Forms 3/4/5Confidence: Estimated when price data is available

Largest 13F holdings

13F
NVDA MSFT AAPL AMZN GOOGL
+15 moreAVGO XOM META GOOG CSCO JPM C NEE LLY PG BAC AZN WMT TMO CVX

Largest symbols in the latest parsed Form 13F information table.

Freshness: Latest parsed 13F period

Largest linked holdings

Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.

Clarion Partners Real Estate Income Fund Inc. GIM CTR Franklin BSP Lending Fund WDI

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

NVDA MSFT AAPL AMZN GOOGL AVGO XOM META
+12 moreGOOG CSCO JPM C NEE LLY PG BAC AZN WMT TMO CVX

Largest active 13D stakes

Active large-stake positions disclosed in parsed Schedule 13D filings.

FRANKLIN BSP REAL ESTATE DEBT BDC FRANKLIN BSP PRIVATE CREDIT FUND CLARION PARTNERS REAL ESTATE INCOME FUND INC. CPRDX Franklin BSP Lending Fund

Largest active 13G stakes

Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.

PHM PPL LUV NRG BJ GLPI
+14 moreALB EMN VNO ACIW VNT SITM WTTR BHE HMN ODD NDOI RNW INVA GABC
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 2 identity fields
SEC industry group
Investment Advice (Office of Finance)
Business address
One Franklin Parkway, Building 920/2, Legal Fri Secretary, San Mateo, CA, 94403
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
DE
Fiscal year end
30 September

Filer intelligence

What SEC filings say about FRANKLIN RESOURCES INC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $408.23B across 3,148 reported holdings for Q1 2026.
  • Largest parsed 13F holding: NVDA at $16.84B.
  • 5 recent 13D/G stake rows found; top row is Franklin BSP Lending Fund at 56% ownership.
  • Forms 3/4/5 show insider context for Clarion Partners Real Estate Income Fund Inc. worth $77.1M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 3,148 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes 5 rows

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 5 rows

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 13 May 2026

Top 5 concentration

16%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$64.92B

Compared with $408.23B total 13F value.

Top 5 net change

+$874.3M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: AZN · Largest trim: AZN

NVDA MSFT AAPL AMZN GOOGL Other holdings

NVDA

4.1%

Nvidia Corporation

$16.84B

MSFT

3.5%

Microsoft Corp

$14.22B

AAPL

3%

Apple Inc

$12.33B

AMZN

2.7%

Amazon Com Inc

$11.19B

GOOGL

2.5%

Alphabet Inc

$10.34B

13D/G large-stake context

Franklin BSP Lending Fund

13 Jul 2026 · Class I Shares

56%
Issuer page 13D/G history

FRANKLIN BSP PRIVATE CREDIT FUND

29 May 2026 · ADVISOR CLASS SHARES OF BENEFICAL INTEREST

59%
Issuer page 13D/G history

CLARION PARTNERS REAL ESTATE INCOME FUND INC.

27 May 2026 · CLASS I SHARES OF COMMON STOCK $.001 PAR VALUE PER SHARE

29%
Issuer page 13D/G history

INR

30 Apr 2026 · Class A common stock, par value $0.01 per share

10%
Issuer page 13D/G history

Forms 3/4/5 insider context

Clarion Partners Real Estate Income Fund Inc.

20 Apr 2026

$77.1M
Issuer page Owner page

GIM

09 Nov 2023

$14.64M
Issuer page Owner page

CTR

14 Sep 2022

$2.55M
Issuer page Owner page

Franklin BSP Lending Fund

29 Jan 2026

$750K
Issuer page Owner page

Latest update

What changed recently for FRANKLIN RESOURCES INC

New filing available

Latest Schedule 13D/G period: 13 Jul 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

14 Jul 2026

Page type

Filer profile

Latest period

13 Jul 2026

Schedule 13D/G context is visible from filings filed on 14 Jul 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

FRANKLIN RESOURCES INC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest Schedule 13D/G period: 13 Jul 2026. That gives you a fresh baseline before you compare this company with peers.

  • Latest company facts filing date: 28 Apr 2026.
  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

Open company facts Browse metric rankings

SEC filing record

CIK 0000038777 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
379
First seen
12 Feb 2014
Latest filing
14 Jul 2026
Entity
Company

Observed form types

10-K 10-Q 13F-HR 13F-HR/A 3 4 5 SCHEDULE 13D SCHEDULE 13D/A SCHEDULE 13G +1 more

CIK-linked evidence first

FRANKLIN RESOURCES INC SEC filings FRANKLIN RESOURCES INC 13F portfolio FRANKLIN RESOURCES INC 13D/G history FRANKLIN RESOURCES INC owner filings FRANKLIN RESOURCES INC insider transactions Open SEC filing index

Industry context: Investment Advice.

Latest Filings

Showing the latest 12 of 379 SEC filings for FRANKLIN RESOURCES INC.

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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
14 Jul 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
10 Jul 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
07 Jul 2026
Reporting date
Not listed
SEC evidence
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4

4 filing

Filing date
02 Jul 2026
Reporting date
01 Jul 2026
SEC evidence
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4

4 filing

Filing date
02 Jul 2026
Reporting date
01 Jul 2026
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
18 Jun 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
16 Jun 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
05 Jun 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
03 Jun 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
01 Jun 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
01 Jun 2026
Reporting date
Not listed
SEC evidence
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SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
29 May 2026
Reporting date
Not listed
SEC evidence
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