13F-HR: Franklin Resources Inc Discloses \$347.6 Billion in Holdings

Franklin Resources Inc's latest 13F filing reveals \$347.6 billion in managed assets as of March 31, 2025, with a diverse portfolio spanning over 13,788 positions.

Summary

• Franklin Resources Inc, a prominent institutional investment manager, filed its Form 13F holdings report for the quarter ended March 31, 2025.
• The filing discloses a total value of \$347,568,119,467 in managed assets across 13,788 holdings.
• The report includes holdings managed by Franklin Resources and 21 other included managers, including Brandywine Global Investment Management, LLC, ClearBridge Investments Ltd, and Western Asset Management Company, LLC.
• New to the list of Other Included Managers are Fiduciary Trust International of California & Fiduciary Trust International of the South.
• The filing was signed by Thomas C. Mandia, Assistant Secretary, on May 9, 2025.

Sentiment

Score: 7

Explanation: The document is a standard regulatory filing, presenting factual information about the company's holdings. The sentiment is neutral, reflecting the objective nature of the report.

Positives

• The document provides a comprehensive overview of Franklin Resources Inc's extensive investment portfolio.
• The inclusion of a list of other managers provides transparency into the firm's investment structure.

Future Outlook

The document does not contain specific forward-looking statements or guidance.

Industry Context

This 13F filing provides insights into the investment strategies and holdings of a major institutional investor, Franklin Resources, and its affiliated managers, reflecting broader market trends and sector allocations.

Comparison to Industry Standards

• As a 13F filing, this document is standardized and required by the SEC for institutional investment managers with over \$100 million in assets under management.
• Comparable companies that also file 13F reports include BlackRock, Vanguard, and State Street.
• The size and composition of Franklin Resources' holdings can be compared to these firms to assess its relative investment strategy and risk profile.

Stakeholder Impact

• The filing provides information to shareholders and the public regarding the investment positions of Franklin Resources.
• The holdings data may influence investor decisions and market perceptions of the included companies.

Key Dates

Keywords

holdings, investments, Franklin Resources, investment manager, assets, 13F filing