13F-HR: Franklin Resources Discloses $407.6B in Q4 2025 Holdings

Franklin Resources Inc. has filed its Q4 2025 13F-HR, revealing over $407 billion in managed assets across 14,263 positions.

Summary

• Franklin Resources Inc. filed its Form 13F-HR for the calendar quarter ended December 31, 2025.
• The report indicates a total market value of $407,592,897,213 for its Section 13(f) securities holdings.
• The firm reported a total of 14,263 individual holdings entries in its information table.
• Franklin Resources Inc. operates as a 13F Combination Report filer, meaning a portion of its holdings are reported directly, and a portion are reported by 22 other included managers.
• Western Asset Management Company, LLC is no longer included as an Other Manager, as it did not hold $100,000,000 in Section 13(f) securities since September 30, 2024.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, typical for a routine quarterly disclosure of institutional holdings. It provides transparency but does not contain new information that would significantly alter market sentiment.

Positives

• The substantial total value of holdings at over $407 billion reflects Franklin Resources' significant scale and continued presence as a major institutional investment manager.
• The diversified portfolio across 14,263 entries suggests a broad investment strategy and potentially robust risk management through diversification.

Negatives

• The filing itself, being a routine disclosure of holdings, does not inherently contain negative operational or financial information about Franklin Resources Inc.

Risks

• The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. Readers should not assume that the information is accurate and complete.

Future Outlook

This is a historical holdings report and does not contain forward-looking statements or guidance from management regarding future performance or strategic direction.

Industry Context

StockSavvy.ai notes that Franklin Resources Inc. continues to demonstrate its position as a significant player in the institutional asset management industry with over $407 billion in reported holdings. The filing provides transparency into the firm's broad investment activities and the scale of its managed assets, reflecting its ongoing role in the global financial markets.

Stakeholder Impact

• Shareholders: Provides transparency into the investment strategies and scale of assets managed by Franklin Resources, which can inform their assessment of the firm's market position.
• Investors: Offers insights into the holdings of a major institutional investor, which can be used for market analysis and identifying investment trends.
• Regulatory Authorities: Fulfills mandatory disclosure requirements, ensuring compliance and market transparency.

Key Dates

Recommendation

As a routine quarterly disclosure of institutional holdings, this filing does not contain new information that would warrant a change in investment recommendation. It serves primarily for transparency and compliance, reinforcing a 'hold' stance for existing investors.

Keywords

Franklin Resources, 13F-HR, Institutional Investor, Holdings Disclosure, Asset Management, Investment Portfolio, SEC Filing, Equity Holdings, Q4 2025