13F

Stock

Franklin Resources Inc

BEN · held by 21 managers

Reported value

$233.9M

Holders

21

+2 new · −0 exited

Holders’ est. mark

−$1.56M

Price effect on 7 books still in the name

Largest holder

$143.7M

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY6.21M$143.7MHeld
BANK OF AMERICA CORP /DE/1.21M$28MHeld
BARCLAYS PLC1.15M$26.5M−$824.9KCut−$4.11M
Swiss Life Asset Management Ltd803.4K$18.6M−$578.4KCut−$769.5K
TUDOR INVESTMENT CORP ET AL456.3K$10.6MHeld
Cresset Asset Management, LLC218.8K$5.13M−$151.8KAdded$36.6K
AIA Group Ltd17.7K$408.4KHeld
Sanctuary Advisors, LLC9.88K$228.6KNew
Catherine Avery Investment Management LLC8.7K$201.1K−$6.26KCut−$2.71M
Investment Research Partners LLC8.74K$200.6KHeld
IFP Advisors, Inc4.61K$106.7KHeld
Allworth Financial LP4.23K$97.8KHeld
Essential Partners LLC1.94K$44.8KNew
PEAK6 LLC1.81K$41.8K−$1.3KCut−$272K
Clark Wealth Partners157$3.75K$7Added$7
Principia Wealth Advisory, LLC62$1.43KHeld
Kilter Group LLC49$1.13KHeld
MV CAPITAL MANAGEMENT, INC.36$833Held
KBC Group NV21.5K$497Held
NEW MEXICO EDUCATIONAL RETIREMENT BOARD14K$323Held
Leonteq Securities AG8$185−$6Cut−$284.9K

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.