Stock ownership · SEC 13F · Q4 2025

FRANKLIN RESOURCES INC

Who owns FRANKLIN RESOURCES INC (CUSIP 354613101)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$762K
Reported value
3
Institutions
100%
Top-5 share

The verdict

As of Q4 2025, 3 institutions report $762K in FRANKLIN RESOURCES INC positions, ownership that is dominated by its top few institutional owners.

3
institutions hold it
$762K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 354613101 · Q4 2025 $1M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-MID

  • VALUE-TRACE $0.8M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 2 new
  • BOOK-MID 7Q history

Read with: Ownership concentration guide - FRANKLIN RESOURCES INC's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of FRANKLIN RESOURCES INC
  1. 1
    Pacer Advisors, Inc. $732K
  2. 2
    Anchor Investment Management, LLC $28K
  3. 3
    Bell Investment Advisors, Inc $1K

Top 3 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a FRANKLIN RESOURCES INC position has fallen from 4 to 3 over the last 7 quarters of 13F filings.

234567 Q1'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 3
Distinct 13F filers holding FRANKLIN RESOURCES INC, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Pacer Advisors, Inc. 30,627 $732K 96.1%
2 Anchor Investment Management, LLC 1,190 $28K 3.7%
3 Bell Investment Advisors, Inc 59 $1K 0.2%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among FRANKLIN RESOURCES INC's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (2)

Pacer Advisors, Inc. $732K
Anchor Investment Management, LLC $28K

Complete exits (3)

CIBC Bancorp USA Inc. exited
CIBC Private Wealth Group LLC exited
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited

Frequently Asked Questions

How many institutions hold FRANKLIN RESOURCES INC?▼
FRANKLIN RESOURCES INC is held by 3 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of FRANKLIN RESOURCES INC?▼
Institutions report $762K of FRANKLIN RESOURCES INC as of Q4 2025.
How concentrated is ownership of FRANKLIN RESOURCES INC?▼
The top five institutional holders account for 100% of the reported institutional value in FRANKLIN RESOURCES INC, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of FRANKLIN RESOURCES INC?▼
Pacer Advisors, Inc. is the largest reported holder of FRANKLIN RESOURCES INC with $732K across 30,627 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.