Comparable stake leader
Charles B. Johnson
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
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.
Quick read
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.
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
| 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
|
—
class O/S missing
|
$745,379,104
31,557,117 shares
|
— | 31 Mar 2026 |
| BlackRock, Inc. |
13F
Company
|
—
class O/S missing
|
$679,480,622
28,767,173 shares
|
— | 31 Mar 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
—
class O/S missing
|
$474,493,039
20,088,613 shares
|
— | 31 Mar 2026 |
| STATE STREET CORP |
13F
Company
|
—
class O/S missing
|
$469,639,560
19,613,400 shares
|
— | 31 Mar 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13F
Company
|
—
class O/S missing
|
$326,997,855
13,844,109 shares
|
— | 31 Mar 2026 |
| Invesco Ltd. |
13F
Company
|
—
class O/S missing
|
$320,391,127
13,564,400 shares
|
— | 31 Mar 2026 |
| CITADEL ADVISORS LLC |
13F
Company
|
—
class O/S missing
|
$267,423,963
11,321,929 shares
|
— | 31 Mar 2026 |
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
Net insider flow leans to buying over the last 12 months. Net value: +$2,134,475.
| 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
Showing 1-20 of 21 reporting-owner rows connected to FRANKLIN RESOURCES INC. Open a relationship link for the CIK-to-CIK filing trail.
| 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 |
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 |