FRANKLIN RESOURCES INC BEN
COM · Common Stock · CUSIP 354613101 · ISIN US3546131018
American Asset Management Holding Company
- SectorFinancials
- IndustryInvestment Advice
- HeadquartersSan Mateo, CA
- Founded1947
- Websitefranklintempleton.lu
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($76.1m this quarter). Holder counts are more reliable. Shares outstanding: 508.1m as of 2026-07-22, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $33.27. Options: 16 managers hold calls ($57.3m notional), 13 hold puts ($27.6m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 528 |
| Q4 2022 | 553 |
| Q1 2023 | 558 |
| Q2 2023 | 535 |
| Q3 2023 | 537 |
| Q4 2023 | 565 |
| Q1 2024 | 595 |
| Q2 2024 | 582 |
| Q3 2024 | 558 |
| Q4 2024 | 566 |
| Q1 2025 | 564 |
| Q2 2025 | 568 |
| Q3 2025 | 591 |
| Q4 2025 | 576 |
| Q1 2026 | 611 |
| Q2 2026 | 666 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 303 | 258 |
| Q4 2024 | 254 | 269 |
| Q1 2025 | 292 | 230 |
| Q2 2025 | 270 | 301 |
| Q3 2025 | 289 | 246 |
| Q4 2025 | 278 | 272 |
| Q1 2026 | 297 | 249 |
| Q2 2026 | 340 | 275 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $58.8m | $33.1m | 0.56 |
| Q4 2025 | $44.8m | $33.7m | 0.75 |
| Q1 2026 | $36.8m | $21.6m | 0.59 |
| Q2 2026 | $57.3m | $27.6m | 0.48 |
Biggest buyers
| FIL Ltd | Added | +1.8m |
| Azora Capital LP | Added | +1.8m |
| Woodline Partners LP | New | +1.7m |
| BARCLAYS PLC | Added | +1.2m |
| Point72 Asset Management, L.P. | Added | +1.1m |
| AQR CAPITAL MANAGEMENT LLC | Added | +993.7k |
| Holocene Advisors, LP | Added | +872.8k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Added | +797.3k |
| Balyasny Asset Management L.P. | Added | +661.9k |
| Amundi | Added | +550.0k |
Biggest sellers
| CITADEL ADVISORS LLC | Reduced | -10.4m |
| Power Corp of Canada | Reduced | -6.2m |
| JUPITER ASSET MANAGEMENT LTD | Reduced | -2.7m |
| Squarepoint Ops LLC | Reduced | -2.3m |
| Kopernik Global Investors, LLC | Reduced | -2.2m |
| Invesco Ltd. | Reduced | -1.5m |
| Freestone Grove Partners LP | Reduced | -1.2m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold out | -1.2m |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | Sold out | -933.2k |
| JPMORGAN CHASE & CO | Reduced | -813.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $12.3m371.0k shares |
| JANE STREET GROUP, LLC | Reduced | $11.5m345.3k shares |
| CITADEL ADVISORS LLC | Reduced | $6.1m183.0k shares |
| Squarepoint Ops LLC | New | $4.8m143.8k shares |
| GROUP ONE TRADING LLC | Added | $4.6m137.1k shares |
| IMC-Chicago, LLC | Added | $4.4m132.1k shares |
| Walleye Trading LLC | Added | $2.8m84.2k shares |
| TUDOR INVESTMENT CORP ET AL | New | $2.6m79.2k shares |
| HSBC HOLDINGS PLC | Unchanged | $2.6m77.4k shares |
| Point72 Asset Management, L.P. | New | $1.8m54.6k shares |
Biggest puts
| Squarepoint Ops LLC | New | $5.0m150.6k shares |
| HSBC HOLDINGS PLC | Unchanged | $4.5m132.4k shares |
| IMC-Chicago, LLC | Added | $3.2m95.7k shares |
| Walleye Capital LLC | Reduced | $3.1m93.8k shares |
| CITADEL ADVISORS LLC | Reduced | $2.9m87.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.5m74.1k shares |
| Walleye Trading LLC | Reduced | $2.0m61.4k shares |
| JPMORGAN CHASE & CO | New | $1.1m33.0k shares |
| GROUP ONE TRADING LLC | Reduced | $938.2k28.2k shares |
| Point72 Asset Management, L.P. | New | $825.1k24.8k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
No one currently above 5% in the filings since 19 Dec 2024.
Fell to 5% or below in the last year: Power Corp of Canada (5.0%, 2026-08-13), BlackRock, Inc. (4.9%, 2026-04-27), VANGUARD GROUP INC (0.0%, 2026-03-26)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 28.9m $961.8m | Added +143.1k |
| Power Corp of Canada 100.00% of their portfolio | 25.3m $843.1m | Reduced -6.2m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 20.1m $669.9m | Added +47.0k |
| STATE STREET CORP 0.02% of their portfolio | 19.7m $662.9m | Added +119.8k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 13.7m $457.0m | Reduced -108.6k |
| Invesco Ltd. 0.03% of their portfolio | 12.1m $402.3m | Reduced -1.5m |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 10.2m $340.2m | Reduced -635.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 7.9m $262.7m | Added +100.9k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 7.3m $241.4m | Reduced -185.9k |
| Azora Capital LP 9.68% of their portfolio | 6.9m $229.8m | Added +1.8m |
| ProShare Advisors LLC 0.29% of their portfolio | 6.0m $200.4m | Reduced -534.0k |
| Artemis Investment Management LLP 1.57% of their portfolio | 5.3m $176.7m | Added +431.3k |
| MORGAN STANLEY 0.01% of their portfolio | 5.0m $166.7m | Added +96.4k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 4.6m $152.7m | Added +4.8k |
| BARCLAYS PLC 0.04% of their portfolio | 4.0m $134.5m | Added +1.2m |
| NORTHERN TRUST CORP 0.01% of their portfolio | 3.5m $118.0m | Reduced -124.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 3.2m $107.9m | Added +10.1k |
| Verition Fund Management LLC 0.70% of their portfolio | 3.0m $99.2m | Reduced -42.1k |
| NORGES BANK 0.01% of their portfolio | 3.0m $98.4m | Not comparable |
| UBS Group AG 0.01% of their portfolio | 2.4m $80.3m | Reduced -31.7k |
| Balyasny Asset Management L.P. 0.14% of their portfolio | 2.2m $74.8m | Added +661.9k |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 2.1m $71.0m | Added +993.7k |
| FIL Ltd 0.04% of their portfolio | 1.9m $62.2m | Added +1.8m |
| Vest Financial, LLC 0.62% of their portfolio | 1.8m $59.3m | Reduced -250.5k |
| Holocene Advisors, LP 0.13% of their portfolio | 1.8m $58.7m | Added +872.8k |
| Woodline Partners LP 0.18% of their portfolio | 1.7m $58.2m | New |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 1.7m $57.3m | Reduced -8.0k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 1.7m $56.7m | Reduced -138.4k |
| TWO SIGMA INVESTMENTS, LP 0.04% of their portfolio | 1.5m $49.2m | Added +30.5k |
| Gallagher Fiduciary Advisors, LLC 1.51% of their portfolio | 1.4m $45.9m | Reduced -28.4k |
| NOMURA ASSET MANAGEMENT CO LTD 0.10% of their portfolio | 1.4m $45.7m | Reduced -132.1k |
| Point72 Asset Management, L.P. 0.07% of their portfolio | 1.3m $44.7m | Added +1.1m |
| Kopernik Global Investors, LLC 2.69% of their portfolio | 1.3m $43.9m | Reduced -2.2m |
| Allianz Asset Management GmbH 0.04% of their portfolio | 1.3m $43.3m | Reduced -46.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 1.3m $43.3m | Added +161.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.3m $43.3m | Reduced -813.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 1.3m $41.7m | Reduced -59.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.2m $41.1m | Reduced -730.0k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 1.2m $40.6m | Added +332.7k |
| Quantinno Capital Management LP 0.05% of their portfolio | 1.2m $38.6m | Added +242.9k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 1.1m $37.7m | Reduced -94.5k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.58% of their portfolio | 1.0m $34.9m | Reduced -198.7k |
| Freestone Grove Partners LP 0.21% of their portfolio | 975.9k $32.5m | Reduced -1.2m |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 910.4k $30.3m | Reduced -10.4m |
| Longaeva Partners L.P. 0.87% of their portfolio | 909.4k $30.3m | Added +46.6k |
| Nuveen, LLC 0.01% of their portfolio | 874.2k $29.1m | Reduced -7.3k |
| HANCOCK WHITNEY CORP 0.47% of their portfolio | 855.2k $28.5m | Reduced -8.7k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.04% of their portfolio | 816.6k $27.2m | Added +797.3k |
| CITIGROUP INC 0.01% of their portfolio | 716.6k $23.8m | Added +225.9k |
| Swiss Life Asset Management Ltd 0.10% of their portfolio | 710.7k $23.6m | Reduced -43.3k |
| Vanguard Global Advisers, LLC 0.01% of their portfolio | 663.7k $22.1m | Reduced -11.5k |
| Amundi 0.01% of their portfolio | 649.4k $21.6m | Added +550.0k |
| Legal & General Group Plc 0.00% of their portfolio | 601.8k $20.0m | Reduced -11.8k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 594.7k $19.9m | Reduced -175.5k |
| FIRST CITIZENS BANK & TRUST CO 0.30% of their portfolio | 593.7k $19.8m | Added +40.6k |
| FOUNDATION RESOURCE MANAGEMENT INC 2.26% of their portfolio | 583.1k $19.4m | Reduced -2.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 582.0k $19.4m | Added +92.9k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 581.3k $19.3m | Reduced -8.7k |
| California Public Employees Retirement System 0.01% of their portfolio | 578.6k $19.3m | Added +12.6k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 575.8k $19.2m | Reduced -23.9k |
| Swiss National Bank 0.01% of their portfolio | 574.7k $19.1m | Added +7.1k |
| Envestnet Portfolio Solutions, Inc. 0.09% of their portfolio | 546.4k $18.2m | Added +38.1k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 543.4k $18.1m | Added +21.5k |
| Alyeska Investment Group, L.P. 0.05% of their portfolio | 541.2k $18.0m | New |
| Janney Montgomery Scott LLC 0.03% of their portfolio | 502.9k $16.7m | Added +2.0k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 487.1k $16.2m | Added +232.0k |
| SEB Asset Management AB 0.06% of their portfolio | 479.8k $16.0m | Reduced -113.7k |
| Caisse de depot et placement du Quebec 0.02% of their portfolio | 477.4k $15.9m | Reduced -346.8k |
| Sound Income Strategies, LLC 0.71% of their portfolio | 476.0k $15.8m | Reduced -70.1k |
| Meiji Yasuda Asset Management Co Ltd. 0.70% of their portfolio | 464.8k $15.5m | Reduced -54.0k |
| Fideuram Asset Management (Ireland) dac 0.27% of their portfolio | 452.1k $14.3m | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio | 446.3k $14.6m | Added +405.7k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio | 439.8k $14.6m | Reduced -33.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 436.3k $14.5m | Reduced -3.0k |
| MACKENZIE FINANCIAL CORP 0.01% of their portfolio | 419.1k $13.9m | Added +7.3k |
| HUNTINGTON NATIONAL BANK 0.07% of their portfolio | 406.5k $13.5m | Reduced -16.9k |
| Modern Wealth Management, LLC 0.16% of their portfolio | 391.0k $13.0m | Reduced -20.1k |
| LPL Financial LLC 0.00% of their portfolio | 374.6k $12.5m | Added +16.5k |
| ARGENT CAPITAL MANAGEMENT LLC 0.38% of their portfolio | 363.1k $12.1m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 356.2k $11.9m | Reduced -51.7k |
| Erste Asset Management GmbH 0.09% of their portfolio | 344.1k $11.4m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 337.2k $11.2m | Added +55.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 334.1k $11.1m | Reduced -7.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 332.3k $11.1m | Reduced -3.0k |
| Squarepoint Ops LLC 0.02% of their portfolio | 327.1k $10.9m | Reduced -2.3m |
| YOUSIF CAPITAL MANAGEMENT, LLC 0.12% of their portfolio | 315.4k $10.5m | Reduced -5.2k |
| Creative Planning 0.01% of their portfolio | 305.6k $10.2m | Added +44.2k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 304.8k $10.1m | Added +93.3k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 293.1k $9.8m | Reduced -6.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 288.9k $6.8m | Reduced -88.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 287.4k $9.6m | Added +63.1k |
| Cambria Investment Management, L.P. 0.47% of their portfolio | 283.9k $9.4m | Reduced -93.7k |
| MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio | 278.0k $9.2m | Added +55.9k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 277.3k $9.2m | Reduced -3.8k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.01% of their portfolio | 274.1k $9.1m | Added +14.3k |
| Focus Partners Wealth 0.01% of their portfolio | 271.5k $9.0m | Added +50.2k |
| Empowered Funds, LLC 0.05% of their portfolio | 263.3k $8.8m | Added +243.3k |
| Engineers Gate Manager LP 0.11% of their portfolio | 263.3k $8.8m | New |
| Cresset Asset Management, LLC 0.03% of their portfolio | 244.9k $8.2m | Added +12.1k |
| XTX Topco Ltd 0.10% of their portfolio | 233.6k $7.8m | Added +201.0k |