13F-HR: Franklin Resources Inc Discloses \$360 Billion in Holdings for Q4 2024

Franklin Resources Inc's latest 13F filing reveals \$360.14 billion in managed securities across 12,207 holdings as of December 31, 2024.

Summary

• Franklin Resources Inc, a prominent institutional investment manager, filed its Form 13F for the quarter ended December 31, 2024.
• The filing discloses \$360,138,824,207 in total value across 12,207 holdings.
• The report includes holdings managed by Franklin Resources and several other managers, including Brandywine Global Investment Management, ClearBridge Investments, Lexington Partners, and others.
• The filing lists 19 other included managers.
• The report provides a detailed breakdown of individual holdings, including the name of the issuer, security class, CUSIP, FIGI, value, shares, and voting authority.

Sentiment

Score: 5

Explanation: The document is a factual report with no inherent sentiment. It simply discloses holdings.

Future Outlook

The document does not contain any specific future outlook statements.

Industry Context

This 13F filing provides a snapshot of Franklin Resources' investment positions, reflecting their strategies and exposure to various sectors and companies. It is a routine regulatory disclosure and doesn't offer specific insights into broader industry trends beyond the investment choices made by the firm.

Comparison to Industry Standards

• Without additional context or specific benchmarks, it's challenging to directly compare Franklin Resources' holdings to industry standards.
• However, the filing's size and scope are typical for a large institutional investor.
• Comparable companies in terms of asset management scale include BlackRock, Vanguard, and State Street.
• Analyzing sector allocations and top holdings could provide some insight into how Franklin Resources' strategy aligns with or diverges from industry averages.

Stakeholder Impact

• The filing provides transparency to stakeholders regarding the investment positions of Franklin Resources and its included managers.
• This information can be used by shareholders, employees, and other stakeholders to assess the firm's investment strategy and risk exposure.

Key Dates

Keywords

holdings, investments, Franklin Resources, institutional investment manager, Form 13F, securities