Chief Executive Officer

Co-President, Chief Commercial

Co-President, CFO & COO

Co-President, Public Markets

Director

Franklin Resources provides investment services for individual and institutional investors. At the end of May 2026, Franklin had $1.780 trillion in managed assets, composed primarily of equity (40%), fixed-income (26%), multi-asset/balanced (12%) funds, alternatives (17%), and money market funds (5%). Distribution tends to be weighted between retail investors (57% of assets under management) and institutional accounts (40%), 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
Artemis Investment Management	5,311,209	$177M	INCREASED
Vest Financial	1,782,616	$59M	DECREASED
Wedge Capital Management L L P/NC	1,048,237	$35M	DECREASED
First Citizens Bank & Trust	593,727	$20M	INCREASED
Foundation Resource Management	583,131	$19M	DECREASED

Insider	Type	Shares	Value	Date
Jennifer M Johnson (Chief Executive Officer)	AWARD	229,850	$8M	2026-07-21
Daniel Gamba (Co-President, Chief Commercial)	AWARD	229,850	$8M	2026-07-21
Matthew Nicholls (Co-President, CFO & COO)	AWARD	229,850	$8M	2026-07-21
Terrence Murphy (Co-President, Public Markets)	AWARD	229,850	$8M	2026-07-21
John Y Kim (Director)	AWARD	983	$34K	2026-07-01

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

Top Institutional Holders

Recent Insider Trades