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FRANKLIN RESOURCES, INC.FinancialsAsset Management & Custody BanksLatest close $9.147 of 27 marquee funds currently hold4 CUSIPs mapped
Current holders
7
27 funds tracked
Ever held
9
Current + past
New this quarter
2
Exited this quarter
1
Marquee-fund ownership over time
Aug 13, 2013Nov 13, 2019May 15, 2024May 15, 2026
Now
13
This quarter's activity
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q3 2013 | 52Q | $29 | $9.14 | -68% |
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $84 | $9.14 | -89% |
| Two Sigma Investments re-entered | Q3 2024(8Q snapshot) | 7Q | $20 | $9.14 | -54% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $20 | $9.14 | -54% |
| AQR Capital Management re-entered | Q3 2024(8Q snapshot) | 7Q | $20 | $9.14 | -54% |
| Millennium Management re-entered | Q3 2024(8Q snapshot) | 7Q | $10 | $9.14 | -10% |
| Point72 Asset Management re-entered | Q3 2025(8Q snapshot) | 3Q | $25 | $9.14 | -63% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Renaissance Technologies 2× in & out | Q4 2024 | Q2 2026 | → $32 | +64% |
| Maverick Capital 5× in & out | Q2 2024 | Q3 2024 | → $20 | -9% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at FRANKLIN RESOURCES INC. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
Filings · last 30d
3
Filings · last 90d
14
Total on file
440
Recent SEC buffer
Most recent
May 5, 2026
30d / 90d windows measured from May 5, 2026 — the most recent Form 4 on file — not from today.
- Form 40000038777-26-000120May 5, 2026
- Form 40000038777-26-000095Apr 22, 2026
- Form 40000038777-26-000092Apr 20, 2026
- Form 40000038777-26-000087Apr 2, 2026
- Form 40000038777-26-000086Apr 2, 2026
- Form 4/Aamend0000038777-26-000049Feb 4, 2026
- Form 40000038777-26-000048Feb 4, 2026
- Form 40000038777-26-000043Feb 4, 2026
- Form 40000038777-26-000042Feb 4, 2026
- Form 40000038777-26-000041Feb 4, 2026
- Form 40000038777-26-000040Feb 4, 2026
- Form 40000038777-26-000038Feb 4, 2026
- Form 40000038777-26-000037Feb 4, 2026
- Form 40000038777-26-000036Feb 4, 2026
- Form 40000038777-26-000035Feb 2, 2026
Showing 15 of 440 recent Form 4 filings. Browse all on EDGAR ↗
Fundamentals
XBRL · FRANKLIN RESOURCES, INC.Annual figures sourced directly from FRANKLIN RESOURCES, INC.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Revenue
$8.77B
FY2025+3% YoY
Net income
$524.9M
FY2025+13% YoY
EPS (diluted)
$0.9100
FY2025+7% YoY
Free cash flow(?)
$911.6M
FY2025+15% YoY
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for FRANKLIN RESOURCES INC — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventJun 5, 2026
- 10-QQuarterly reportApr 28, 2026
- 8-KMaterial eventApr 28, 2026
- 8-KMaterial eventFeb 5, 2026
- 10-QQuarterly reportJan 30, 2026
- 8-KMaterial eventJan 30, 2026
- DEF 14AProxy statementDec 22, 2025
- 8-KMaterial eventDec 17, 2025
- 8-KMaterial eventDec 15, 2025
- 10-KAnnual reportNov 10, 2025
- 8-KMaterial eventNov 7, 2025
- 8-KMaterial eventSep 8, 2025
- 10-QQuarterly reportAug 1, 2025
- 8-KMaterial eventAug 1, 2025
- 8-KMaterial eventJul 9, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Millennium Management | Q2 2026 | open | $9.04 | $9.14 | +1% |
| Point72 Asset Management | Q2 2026 | open | $32 | $32 | +0% |
| Citadel Advisors | Q1 2026 | open | $0.00 | — | +0% |
| Bridgewater Associates | Q1 2026 | open | $27 | $31 | +18% |
| AQR Capital Management | Q3 2025 | open | $10 | $9.14 | -9% |
| Millennium Management | Q3 2025 | Q1 2026 | $10 | $8.67 | -14% |
| Point72 Asset Management | Q3 2025 | Q4 2025 | $25 | $22 | -12% |
| Two Sigma Investments | Q2 2025 | open | $10 | $9.14 | -10% |
| Citadel Advisors | Q1 2025 | open | $11 | $9.14 | -20% |
| Renaissance Technologies | Q4 2024 | Q2 2026 | $20 | $32 | +64% |
| Citadel Advisors | Q3 2024 | open | $84 | $90 | +8% |
| Citadel Advisors | Q3 2024 | open | $20 | $32 | +61% |
| Two Sigma Investments | Q3 2024 | open | $20 | $32 | +61% |
| D.E. Shaw | Q3 2024 | open | $20 | $32 | +61% |
| AQR Capital Management | Q3 2024 | open | $20 | $32 | +61% |
| Millennium Management | Q3 2024 | Q1 2025 | $10 | $11 | +12% |
| Millennium Management | Q3 2024 | open | $20 | $32 | +61% |
| Renaissance Technologies | Q3 2024 | Q2 2026 | $10 | $9.12 | -10% |
| Maverick Capital | Q2 2024 | Q3 2024 | $22 | $20 | -9% |
| Bridgewater Associates | Q4 2023 | Q1 2024 | $20 | $24 | +20% |
| Maverick Capital | Q2 2022 | Q3 2022 | $20 | $24 | +17% |
| Bridgewater Associates | Q1 2021 | Q2 2023 | $21 | $21 | -3% |
| Maverick Capital | Q3 2020 | Q4 2020 | $17 | $16 | -2% |
| Maverick Capital | Q4 2019 | Q1 2020 | $20 | $18 | -10% |
| Bridgewater Associates | Q4 2019 | Q2 2020 | $20 | $13 | -32% |
| Bridgewater Associates | Q1 2018 | Q4 2018 | $25 | $22 | -11% |
| Bridgewater Associates | Q3 2016 | Q2 2017 | $22 | $27 | +24% |
| Bridgewater Associates | Q3 2015 | Q4 2015 | $26 | $24 | -8% |
| Maverick Capital | Q2 2015 | Q1 2016 | $31 | $21 | -34% |
| Bridgewater Associates | Q2 2014 | Q3 2014 | $33 | $32 | -3% |
| Bridgewater Associates | Q3 2013 | Q4 2013 | $29 | $31 | +9% |
Caveats
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.