FRANKLIN RESOURCES INC

Location
San Mateo, CA
Portfolio Value
Mega $385,011,843,526
Diversification
Diversified
Filing Date
Global Rank
#28 / 8,524
Top Industry
Semiconductors 9.6%
Period ended 58 days ago
Filed May 13, 2026 · 15d
52 quarters · since Jun 2013

Portfolio Concentration

2,545 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
4.4%
−0.7 pts
Top 5
16.9%
−2.2 pts
Top 10
24.8%
−2.2 pts
HHI
101
Jun 2023 → Mar 2026 · range 90 – 145
Diversified −17

Portfolio Trend

52 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 24.8% $95,470,845,567
Financial Services 13.5% $52,000,089,880
Healthcare 12.9% $49,487,163,439
Industrials 10.7% $41,376,468,745
Consumer Cyclical 9.2% $35,539,749,379
Communication Services 6.6% $25,528,859,045
Consumer Defensive 5.8% $22,258,791,729
Energy 5.6% $21,713,026,054
Utilities 5.1% $19,661,936,123
Basic Materials 4.1% $15,829,487,669
Real Estate 1.3% $4,836,072,151
Unclassified 0.3% $1,309,353,745

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value
CNH +21,715,555 46,643,156 $513,074,716
BAC +15,977,027 73,067,991 $3,562,064,554
KR +13,366,528 15,221,187 $1,101,405,085
T +11,316,950 19,680,551 $570,539,166
JD +10,598,548 10,608,107 $313,681,722
BSX +9,030,920 14,707,002 $922,864,372
ABT +8,867,817 20,022,905 $2,055,751,650
EQX +8,034,579 20,483,757 $296,195,124
STLA +7,992,146 26,745,381 $189,624,748
CSCO +7,891,428 58,212,333 $4,516,694,911
CMCSA +6,989,800 31,636,333 $908,279,110
SW +6,095,304 12,932,618 $515,364,821
ODV +5,262,000 10,353,948 $33,650,331
F +5,156,489 10,099,208 $116,544,854
C +4,774,532 38,971,315 $4,419,736,829
VTRS +4,660,845 5,569,529 $75,244,331
NFLX +4,660,520 21,919,932 $2,107,601,454
DOC +4,226,342 4,510,533 $74,108,051
LUV +4,185,878 44,386,408 $1,667,597,345
PG +3,924,073 27,796,251 $4,014,890,487
GM +3,886,349 36,044,752 $2,685,334,020
AGI +3,885,043 7,149,477 $317,651,262
CDE +3,682,568 4,946,468 $92,845,201
OTIS +3,678,803 11,520,956 $888,035,284
VZ +3,335,311 16,694,920 $838,084,979

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value
KEY 13,642,432 1,494,839 $29,971,516
WMT 9,269,001 27,551,549 $3,424,106,503
GEN 7,851,583 169,177 $3,185,600
SLB 7,691,905 13,258,035 $681,330,412
JCI 6,489,120 16,165,985 $2,116,935,731
DD 6,365,116 607,742 $27,834,580
HAL 5,839,370 1,097,008 $42,772,337
GRAB 5,356,706 10,344,683 $37,861,538
HDB 4,468,050 8,827,002 $219,615,809
D 3,980,609 5,448,097 $336,801,352
AIG 3,923,670 11,694,651 $880,022,483
TXN 3,683,645 5,469,977 $1,061,941,328
CP 3,625,901 4,692,880 $369,141,933
IP 3,456,223 11,376,729 $406,149,221
Q 3,356,556 164,802 $19,014,848
OWL 3,288,000 76,759 $700,807
TGT 3,099,531 3,094,917 $375,103,935
UBER 3,083,023 2,447,030 $176,014,863
PLG 2,949,852 5,113,983 $9,051,749
BTG 2,916,479 5,855,961 $26,527,502
CCO 2,903,448 36,153 $85,682
MKC 2,893,485 189,206 $9,543,547
GAP 2,853,938 5,350,583 $129,484,105
INFY 2,800,409 5,137,817 $69,411,906
RBLX 2,673,246 3,389,479 $191,708,930

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value
AZN 17,792,161 $3,508,969,981
FPS 3,473,621 $101,672,885
SUNB 738,119 $48,044,163
VSNT 1,278,486 $47,329,546
RDY 2,856,094 $39,556,900
HHH 556,346 $35,194,446
BMM 4,060,000 $26,552,400
AMCR 552,383 $21,957,221
WHR 374,484 $20,192,175
MWH 581,513 $17,462,835
HLNE 144,167 $14,330,199
MANE 200,000 $12,630,000
PHAT 994,504 $11,048,939
GRBK 170,897 $11,014,310
THM 4,500,000 $10,350,000
CPA 85,917 $9,761,029
GTX 520,426 $9,456,139
PHIN 131,979 $9,032,641
YSS 359,679 $7,974,082
SGP 300,000 $7,773,000
PVH 110,814 $7,730,381
SDRL 162,424 $7,390,291
AS 216,054 $7,112,496
QGEN 170,703 $6,834,946
H 44,449 $6,391,318

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value
MAT 7,359,655 $146,015,553
ODD 1,280,216 $51,439,078
NGD 4,413,548 $38,442,001
AAUC 1,372,438 $31,401,381
FUBO 733,267 $22,173,992
RCUS 853,491 $20,338,688
SAIL 715,333 $14,471,186
PIPR 120,125 $10,201,913
VERX 464,155 $9,269,174
SBLK 463,275 $8,904,145
FIGR 212,016 $8,658,733
ASMB 210,528 $7,160,057
WOLF 397,457 $6,919,726
NMFC 455,022 $4,190,752
SLM 147,790 $3,999,196
S 265,814 $3,987,210
WW 135,949 $3,971,750
BLKB 62,656 $3,967,376
EXAS 30,449 $3,092,399
FND 49,337 $3,004,127
FMS 76,888 $1,831,470
BLSH 41,467 $1,570,354
NNE 48,839 $1,172,622
CODI 202,282 $970,953
GT 106,276 $930,976

Portfolio Positions

Export CSV View 13F filing
2,545 positions · $385,011,843,526 total · as of Mar 31, 2026
Showing 1–50 of 2,545 positions by value · page 1 of 51
Ticker Company Shares Value (USD) % of Portfolio Action
NVDA
Nvidia Corp
Technology
96,549,380 $16,838,211,867 4.37% History
MSFT
Microsoft Corp
Technology
38,405,107 $14,216,418,448 3.69% History
AAPL
Apple Inc.
Technology
48,602,133 $12,334,735,323 3.20% History
AMZN
Amazon Com Inc
Consumer Cyclical
53,726,492 $11,189,616,480 2.91% History
GOOGL
Alphabet Inc.
Communication Services
35,954,726 $10,339,140,998 2.69% History
AVGO
Broadcom Inc.
Technology
28,614,645 $8,856,518,766 2.30% History
XOM
Exxon Mobil Corp
Energy
41,459,896 $7,034,085,950 1.83% History
META
Meta Platforms, Inc.
Communication Services
9,696,352 $5,547,573,860 1.44% History
CSCO
Cisco Systems, Inc.
Technology
58,212,333 $4,516,694,911 1.17% History
JPM
Jpmorgan Chase & Co
Financial Services
15,025,584 $4,419,925,783 1.15% History
C
Citigroup Inc
Financial Services
38,971,315 $4,419,736,829 1.15% History
NEE
Nextera Energy Inc
Utilities
46,529,576 $4,321,667,012 1.12% History
LLY
ELI LILLY & Co
Healthcare
4,471,778 $4,113,007,243 1.07% History
PG
PROCTER & GAMBLE Co
Consumer Defensive
27,796,251 $4,014,890,487 1.04% History
BAC
Bank Of America Corp /De/
Financial Services
73,067,991 $3,562,064,554 0.93% History
AZN
Astrazeneca PLC
Healthcare
17,792,161 $3,508,969,981 0.91% History
WMT
Walmart Inc.
Consumer Defensive
27,551,549 $3,424,106,503 0.89% History
TMO
Thermo Fisher Scientific Inc.
Healthcare
6,813,031 $3,348,809,122 0.87% History
CVX
Chevron Corp
Energy
15,621,284 $3,232,043,651 0.84% History
ABBV
AbbVie Inc.
Healthcare
14,552,069 $3,164,929,479 0.82% History
KO
Coca Cola Co
Consumer Defensive
40,909,936 $3,111,200,625 0.81% History
HON
Honeywell International Inc
Industrials
13,545,305 $3,061,645,281 0.80% History
SCHW
Schwab Charles Corp
Financial Services
31,825,622 $2,990,971,948 0.78% History
V
Visa Inc.
Financial Services
9,256,724 $2,797,752,255 0.73% History
TSLA
Tesla, Inc.
Consumer Cyclical
7,521,171 $2,795,995,314 0.73% History
PM
Philip Morris International Inc.
Consumer Defensive
16,614,374 $2,747,020,592 0.71% History
MA
Mastercard Inc
Financial Services
5,474,411 $2,735,344,192 0.71% History
GM
General Motors Co
Consumer Cyclical
36,044,752 $2,685,334,020 0.70% History
MCK
Mckesson Corp
Healthcare
3,063,145 $2,650,723,151 0.69% History
JNJ
Johnson & Johnson
Healthcare
10,474,706 $2,560,437,127 0.67% History
LRCX
Lam Research Corp
Technology
11,793,519 $2,519,803,263 0.65% History
COF
Capital One Financial Corp
Financial Services
13,728,646 $2,504,516,884 0.65% History
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Technology
7,327,193 $2,476,224,866 0.64% History
COP
Conocophillips
Energy
17,957,427 $2,370,380,364 0.62% History
RTX
RTX Corp
Industrials
12,188,518 $2,351,165,117 0.61% History
NOC
Northrop Grumman Corp /De/
Industrials
3,279,136 $2,237,157,738 0.58% History
LIN
Linde PLC
Basic Materials
4,437,326 $2,199,848,731 0.57% History
BLK
BlackRock, Inc.
Financial Services
2,228,886 $2,143,541,949 0.56% History
JCI
Johnson Controls International plc
Industrials
16,165,985 $2,116,935,731 0.55% History
NFLX
Netflix Inc
Communication Services
21,919,932 $2,107,601,454 0.55% History
REGN
Regeneron Pharmaceuticals, Inc.
Healthcare
2,722,071 $2,103,180,930 0.55% History
FDX
Fedex Corp
Industrials
5,895,234 $2,099,764,441 0.55% History
FCX
Freeport-Mcmoran Inc
Basic Materials
35,318,777 $2,076,037,706 0.54% History
ABT
Abbott Laboratories
Healthcare
20,022,905 $2,055,751,650 0.53% History
MRK
Merck & Co., Inc.
Healthcare
16,267,205 $1,956,782,081 0.51% History
HLT
Hilton Worldwide Holdings Inc.
Consumer Cyclical
6,331,856 $1,925,390,767 0.50% History
GS
Goldman Sachs Group Inc
Financial Services
2,264,457 $1,915,707,972 0.50% History
PEP
Pepsico Inc
Consumer Defensive
12,113,736 $1,881,142,056 0.49% History
CTVA
Corteva, Inc.
Basic Materials
21,794,607 $1,824,426,546 0.47% History
PNC
Pnc Financial Services Group, Inc.
Financial Services
8,613,300 $1,792,341,588 0.47% History
Page 1 of 51
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