13F-HR: Franklin Resources Discloses $377B Q2 2025 Holdings

Sentiment:

Quarterly Holdings Report


Franklin Resources Inc. and its affiliates reported over $377 billion in managed assets across 13,663 equity positions for the quarter ended June 30, 2025.

Summary

  • Franklin Resources Inc. filed its Form 13F-HR for the quarter ended June 30, 2025.
  • The total fair market value of its managed equity holdings and those of its 21 included managers was $377,185,682,938.
  • The report detailed 13,663 distinct holdings entries.
  • The filing indicates a combination report, meaning a portion of holdings are reported here, and others by different managers.
  • Holdings include a wide range of common stocks across various industries, as well as some convertible notes.

Sentiment

Score: 5

Explanation: The filing is a factual, routine disclosure of investment holdings, providing no direct positive or negative sentiment regarding the filing entity's operational or financial performance. The large asset base is a neutral, expected characteristic for a firm of this size.

Future Outlook

NA

Industry Context

This filing provides a snapshot of Franklin Resources Inc.'s and its affiliates' equity investment strategy and portfolio allocation as of the end of the second quarter of 2025, reflecting their positions across a diverse range of publicly traded companies. It is a standard regulatory disclosure for large institutional investment managers.

Key Dates

DateDescription
06-30-2025End of the calendar quarter for which the report is filed.
08-04-2025Date the report was signed and submitted.

Keywords

Franklin Resources, 13F-HR, SEC Filing, Institutional Investment, Equity Holdings, Asset Management, Investment Portfolio, Quarterly Report

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