Franklin Resources Inc.
Franklin Resources, Inc., operating as Franklin Templeton, is a publicly owned multinational asset management holding company headquartered in San Mateo, California. Founded in 1947, the firm specializes in investment management for individuals, institutions, pension plans, trusts, and partnerships, offering equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries. With offices in more than 80 financial centers globally, Franklin Templeton employs approximately 10,200 people and serves clients globally across a wide array of asset classes.
Investment Strategy
Franklin Resources, Inc. employs a multi-boutique strategy, offering clients access to specialized investment teams and a broad suite of funds spanning equity, fixed income, alternatives, multi-asset, and custom solutions. Focused on delivering sustainable, risk-adjusted returns, the firm's philosophy emphasizes long-term investing through disciplined fundamental research, global diversification, and innovative strategies tailored to individual and institutional goals. Its platforms leverage proprietary research, local insights, and an active management approach to capture diverse opportunities across global markets.
Latest 13F Filing Activity
Franklin Resources Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 2,865 equity positions and 13 options positions with a total 13F market value of $377B. The fund increased holdings in Microsoft Corp., Nvidia Corporation, Broadcom Inc. among other positions. Franklin Resources Inc. reduced exposure to Unitedhealth Group Inc., Apple Inc., Abbvie Inc. among others.
Top Holdings
Equity Positions (2,865)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.31% | $20.03B | 40,273,466 | $195.94 | $497.41 | +$5.07B |
N NVDA | NVIDIA CORPORATION | 4.16% | $15.69B | 99,316,291 | $20.37 | $157.99 | +$4.70B |
A AMZN | AMAZON COM INC | 3.02% | $11.39B | 51,919,439 | $107.95 | $219.39 | +$2.73B |
A AAPL | APPLE INC | 2.40% | $9.07B | 44,185,482 | $118.83 | $205.17 | -$1.24B |
A AVGO | BROADCOM INC | 2.07% | $7.82B | 28,386,605 | $148.41 | $275.65 | +$3.09B |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | Bought | Put | $160.6M | 2,600 | $617.85 | $616.40 | +2,516 | +$155.9M |
S STX | SEAGATE TECHNOLOGY HLDNGS PL | Sold | Call | $71.7M | 4,970 | $144.33 | $84.95 | -2,792.6 | +$5.8M |
A AAPL | APPLE INC | Bought | Put | $16.1M | 784 | $205.17 | $232.50 | +1 | -$1.3M |
Q QQQ | INVESCO QQQ TR | Bought | Put | $5.8M | 106 | $551.64 | $472.56 | +60 | +$3.7M |
D DIA | SPDR DOW JONES INDL AVERAGE | — | Put | $4.2M | 95 | $440.65 | $423.12 | 0 | +$197.3K |