SEC ownership of FRANKLIN RESOURCES INC

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000038777.

Comparable stake leader

Charles B. Johnson

Disclosed value leader

Charles B. Johnson

Comparable rows

0/50

Latest evidence

21 Jul 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 1 signal
Latest parsed ownership date
21 Jul 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0000038777
Issuer location
San Mateo, CA

Ownership snapshot

Top shareholders of FRANKLIN RESOURCES INC (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Charles B. Johnson
Disclosed value leader
Charles B. Johnson
Comparable rows
0/50
Latest evidence
21 Jul 2026
3/4/5 13F Highest disclosed value: $2,093,914,390 50 rows are not safely comparable across share classes. Showing 1-8 of 50 holder rows.

Quick read

Charles B. Johnson has the largest disclosed position value at $2.09B.

0 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Charles B. Johnson's linked filing trail.
Disclosed position value Top 5
Charles B. Johnson $2.09B
Power Corp of Canada $745.38M
BlackRock, Inc. $679.48M
VANGUARD CAPITAL MANAGEMENT LLC $474.49M
STATE STREET CORP $469.64M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Charles B. Johnson
3/4/5
10%+ Owner
class O/S missing
$2,093,914,390
94,193,180 shares
+$2,134,475 26 Dec 2025
Power Corp of Canada
13F
Company
13F
class O/S missing
$745,379,104
31,557,117 shares
31 Mar 2026
BlackRock, Inc.
13F
Company
13F
class O/S missing
$679,480,622
28,767,173 shares
31 Mar 2026
VANGUARD CAPITAL MANAGEMENT LLC
13F
Company
13F
class O/S missing
$474,493,039
20,088,613 shares
31 Mar 2026
STATE STREET CORP
13F
Company
13F
class O/S missing
$469,639,560
19,613,400 shares
31 Mar 2026
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
Company
13F
class O/S missing
$326,997,855
13,844,109 shares
31 Mar 2026
Invesco Ltd.
13F
Company
13F
class O/S missing
$320,391,127
13,564,400 shares
31 Mar 2026
CITADEL ADVISORS LLC
13F
Company
13F
class O/S missing
$267,423,963
11,321,929 shares
31 Mar 2026
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to buying over the last 12 months. Net value: +$2,134,475.

Buys
$2,134,475
Insiders: 1
Sells
$0
Insiders: 0
Net
+$2,134,475
Shares: +100,000
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 100,000 Shares: 0
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 0 $0 $0 $0
3-6 0 0 $0 $0 $0
6-9 100,000 0 $2,134,475 $0 +$2,134,475
9-12 0 0 $0 $0 $0

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 21 reporting-owner rows connected to FRANKLIN RESOURCES INC. Open a relationship link for the CIK-to-CIK filing trail.

Rows
21
Largest Forms 3/4/5 holder
Charles B. Johnson
Net 12M change
+$2,134,475
Latest report
21 Jul 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Charles B. Johnson 10%+ Owner $2,093,914,390 +$2,134,475 +0.1% Mixed 26 Dec 2025
Jennifer M. Johnson Chief Executive Officer, Director $233,463,574 Median 21 Jul 2026
Gregory E. Johnson Executive Chairman, Director $132,202,002 Mixed 26 Dec 2025
Matthew Nicholls Co-President, CFO & COO $25,910,576 Median 21 Jul 2026
Daniel Gamba Co-President, Chief Commercial $22,381,394 Median 21 Jul 2026
Adam Benjamin Spector EVP, Head Global Distribution $15,223,616 Mixed 31 Aug 2025
Terrence Murphy Co-President, Public Markets $13,840,619 Median 21 Jul 2026
Craig Steven Tyle EVP & General Counsel $3,928,043 Mixed 13 Dec 2021
Jed A. Plafker Executive Vice President $3,460,527 Mixed 31 Aug 2022
Gwen L. Shaneyfelt Chief Accounting Officer $2,918,724 Mixed 01 Dec 2023
Alok Sethi EVP, Head of Global Operations $2,322,482 Mixed 31 Aug 2025
Thomas C. Merchant EVP, General Counsel $2,087,474 Mixed 01 Dec 2025
John Y. Kim Director $2,038,203 Mixed 01 Jul 2026
Geoffrey Y. Yang Director $1,999,728 Mixed 03 Feb 2026
Karen Matsushima King Director $1,862,457 Mixed 01 Jul 2026
Anthony Noto Director $1,273,104 Mixed 03 Feb 2026
Alexander S. Friedman Director $1,242,229 Mixed 03 Feb 2026
Seth H. Waugh Director $1,242,229 Mixed 03 Feb 2026
John W. Thiel Director $1,101,384 Mixed 03 Feb 2026
Mariann H. Byerwalter Director $939,087 Mixed 03 Feb 2026

Recent insider transactions for FRANKLIN RESOURCES INC

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Terrence Murphy BEN Common Stock, par value $.10 Award 123.5% 229,850 416,009 21 Jul 2026 Direct
Matthew Nicholls BEN Common Stock, par value $.10 Award 41.9% 229,850 778,797 21 Jul 2026 Direct
Daniel Gamba BEN Common Stock, par value $.10 Award 51.9% 229,850 672,720 21 Jul 2026 Direct
Jennifer M. Johnson BEN Common Stock, par value $.10 Award 6.91% 229,850 3,554,034 21 Jul 2026 Direct
Karen Matsushima King BEN Deferred Director's Fees (FRI) Award 1.41% 1,006 72,435 01 Jul 2026 Direct
John Y. Kim BEN Deferred Director's Fees (FRI) Award 1.26% 984 78,893 01 Jul 2026 Direct
Karen Matsushima King BEN Deferred Director's Fees (FRI) Award 0.12% 83.78 71,429 02 May 2026 Direct
John Y. Kim BEN Deferred Director's Fees (FRI) Award 1.88% 1,420 76,909 01 Apr 2026 Direct
Karen Matsushima King BEN Deferred Director's Fees (FRI) Award 2.1% 1,452 70,432 01 Apr 2026 Direct
Karen Matsushima King BEN Deferred Director's Fees (FRI) Award 12.4% 7,593 68,980 03 Feb 2026 Direct
Alexander S. Friedman BEN Deferred Director's Fees (FRI) Award 19.8% 7,593 46,009 03 Feb 2026 Direct
John W. Thiel BEN Common Stock, par value $.10 Award 22.9% 7,593 40,792 03 Feb 2026 Direct
Seth H. Waugh BEN Deferred Director's Fees (FRI) Award 19.8% 7,593 46,009 03 Feb 2026 Direct
Anthony Noto BEN Common Stock, par value $.10 Award 19.2% 7,593 47,152 03 Feb 2026 Direct
John Y. Kim BEN Deferred Director's Fees (FRI) Award 11.2% 7,593 75,489 03 Feb 2026 Direct
Mariann H. Byerwalter BEN Common Stock, par value $.10 Award 27.9% 7,593 34,781 03 Feb 2026 By Trust
Geoffrey Y. Yang BEN Common Stock, par value $.10 Award 11.4% 7,593 74,064 03 Feb 2026 Direct
Karen Matsushima King BEN Deferred Director's Fees (FRI) Award 0.16% 97.43 61,387 11 Jan 2026 Direct
Jennifer M. Johnson BEN Common Stock, par value $.10 Gift 0.65% 3,920 605,929 05 Jan 2026 By Children or As Trustee For Children
Jennifer M. Johnson BEN Common Stock, par value $.10 Gift -0.19% -6,272 3,324,184 05 Jan 2026 Direct
John Y. Kim BEN Deferred Director's Fees (FRI) Award 2.14% 1,408 67,052 02 Jan 2026 Direct
Karen Matsushima King BEN Deferred Director's Fees (FRI) Award 2.44% 1,439 60,530 02 Jan 2026 Direct
Jennifer M. Johnson BEN Common Stock, par value $.10 Gift 1.07% 6,360 602,009 26 Dec 2025 By Children or As Trustee For Children
Jennifer M. Johnson BEN Common Stock, par value $.10 Gift 0.04% 1,272 3,330,456 26 Dec 2025 Direct
Gregory E. Johnson BEN Common Stock, par value $.10 Gift 4.81% 1,272 27,716 26 Dec 2025 By Spouse
Gregory E. Johnson BEN Common Stock, par value $.10 Gift 1.01% 2,544 254,959 26 Dec 2025 By Children or As Trustee For Children
Gregory E. Johnson BEN Common Stock, par value $.10 Gift 0.05% 1,272 2,687,554 26 Dec 2025 Direct
Charles B. Johnson BEN Common Stock, par value $.10 Gift -0.03% -25,440 90,108,421 26 Dec 2025 Direct
Charles B. Johnson BEN Common Stock, par value $.10 Gift -3,816 90,133,861 17 Dec 2025 Direct
Jennifer M. Johnson BEN Common Stock, par value $.10 Tax liability -1.26% -42,603 3,329,184 01 Dec 2025 Direct
Gregory E. Johnson BEN Common Stock, par value $.10 Tax liability -0.31% -8,460 2,686,282 01 Dec 2025 Direct
Matthew Nicholls BEN Common Stock, par value $.10 Tax liability -8.41% -50,427 548,947 01 Dec 2025 Direct
Thomas C. Merchant BEN Common Stock, par value $.10 Tax liability -8.03% -8,091 92,612 01 Dec 2025 Direct
Charles B. Johnson BEN Common Stock, par value $.10 Purchase 0.06% $1,060,000 $21.20 50,000 90,137,677 20 Nov 2025 Direct
Charles B. Johnson BEN Common Stock, par value $.10 Purchase 0.06% $1,074,475 $21.49 50,000 90,087,677 18 Nov 2025 Direct
Karen Matsushima King BEN Deferred Director's Fees (FRI) Award 0.18% 108 59,091 12 Nov 2025 Direct
Matthew Nicholls BEN Common Stock, par value $.10 Award 50.6% 201,409 599,374 04 Nov 2025 Direct
Thomas C. Merchant BEN Common Stock, par value $.10 Award 63.7% 39,182 100,703 04 Nov 2025 Direct
Terrence Murphy BEN Common Stock, par value $.10 Award 33.5% 46,730 186,159 04 Nov 2025 Direct
Jennifer M. Johnson BEN Common Stock, par value $.10 Award 14% 414,814 3,371,787 04 Nov 2025 Direct
Gregory E. Johnson BEN Common Stock, par value $.10 Award 1.57% 41,668 2,694,742 04 Nov 2025 Direct
Karen Matsushima King BEN Deferred Director's Fees (FRI) Award 0.19% 109 58,982 25 Oct 2025 Direct
Daniel Gamba BEN Common Stock, par value $.10 Award 442,870 442,870 15 Oct 2025 Direct
Lindsey Harumi Oshita BEN Common Stock, par value $.10 Award 36.2% 7,637 28,727 14 Oct 2025 Direct
Karen Matsushima King BEN Deferred Director's Fees (FRI) Award 2.49% 1,409 58,073 01 Oct 2025 Direct
John Y. Kim BEN Deferred Director's Fees (FRI) Award 2.17% 1,375 64,750 01 Oct 2025 Direct
Karen Matsushima King BEN Deferred Director's Fees (FRI) Award 0.18% 103 56,665 16 Sep 2025 Direct
Lindsey Harumi Oshita BEN Common Stock, par value $.10 Tax liability -9.94% -2,328 21,090 31 Aug 2025 Direct
Terrence Murphy BEN Common Stock, par value $.10 Tax liability -12.1% -19,214 139,429 31 Aug 2025 Direct
Adam Benjamin Spector BEN Common Stock, par value $.10 Tax liability -4.67% -29,034 593,282 31 Aug 2025 Direct
* marks a reported price that did not pass the local price check.
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