Co-President, Chief Commercial

Co-President, Public Markets

EVP, General Counsel

Co-President, CFO & COO

Chief Accounting Officer

Franklin Templeton provides investment services for individual and institutional investors. At the end of July 2026, the company had $1.798 trillion in managed assets, composed primarily of equity (42%), fixed-income (25%), multi-asset/balanced (12%) funds, alternatives (16%), and money market funds (5%). Distribution tends to be weighted between retail investors (58% of assets under management) and institutional accounts (39%), with high-net-worth clients accounting for the remainder. Franklin is one of the more global of the US-based asset managers we cover, with 30% of its AUM invested in global/international strategies and 29% sourced from clients domiciled outside the United States.

Institution	Shares	Value	Change
Vanguard	36,640,726	$1.2B	DECREASED
BlackRock	28,910,284	$962M	INCREASED
Power Corp of Canada	25,340,031	$843M	DECREASED
State Street	19,733,211	$663M	INCREASED
Invesco Ltd	12,091,225	$402M	DECREASED

Insider	Type	Shares	Value	Date
Daniel Gamba (Co-President, Chief Commercial)	TAX-W	64,136	$2M	2026-08-31
Terrence Murphy (Co-President, Public Markets)	TAX-W	25,125	$858K	2026-08-31
Thomas C Merchant (EVP, General Counsel)	TAX-W	9,807	$335K	2026-08-31
Matthew Nicholls (Co-President, CFO & COO)	TAX-W	61,533	$2M	2026-08-31
Lindsey Harumi Oshita (Chief Accounting Officer)	TAX-W	2,598	$89K	2026-08-31

Franklin Templeton, Inc. (BEN) Ownership & Trading Activity

Top Institutional Holders

Recent Insider Trades