Franklin Resources: which funds bought and sold

Institutions that bought and sold Franklin Resources shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 339 institutions that filed 13F reports for both quarters added to or opened positions in Franklin Resources, and 274 cut or closed them. Together they sold a net 18.7M shares, −6.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 12.3M shares (−24.8%); index fund managers were net sellers of 366K shares (−0.3%). 105 opened a new position and 51 sold out entirely.

Bought, Q2 2026 339 institutions, 105 of them new holders Sold, Q2 2026 274 institutions, 51 of them sold out

Net change, all compared −18.7M shares (−6.5%)

Net change, active managers −12.3M shares (−24.8%), 18 bought, 35 sold

Buyers versus sellers

institutions compared, 705

339 bought 92 274 sold

Active managers and hedge funds 18 bought · 35 sold · −12.3M

Index fund managers 6 bought · 6 sold · −366K

Other institutions 315 bought · 233 sold · −6.1M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Fil Ltd Active manager	+1.8M +3001.3%	1.9M	$62.2M
Azora Capital LP Hedge fund	+1.8M +35.5%	6.9M	$230M
Woodline Partners LP Hedge fund	+1.7M New position	1.7M	$58.2M
Barclays PLC	+1.2M +43.7%	4.0M	$135M
Point72 Asset Management, L.P. Hedge fund	+1.1M +441.3%	1.3M	$44.7M
AQR Capital Management LLC Hedge fund	+994K +87.2%	2.1M	$71M
Holocene Advisors, LP Hedge fund	+873K +98.0%	1.8M	$58.7M
Healthcare Of Ontario Pension Plan Trust Fund	+797K +4130.0%	817K	$27.2M
Balyasny Asset Management L.P. Hedge fund	+662K +41.7%	2.2M	$74.8M
Amundi	+550K +553.5%	649K	$21.6M
Alyeska Investment Group, L.P. Hedge fund	+541K New position	541K	$18M
Fideuram Asset Management (Ireland) Dac	+452K New position	452K	$14.3M
Artemis Investment Management LLP Active manager	+431K +8.8%	5.3M	$177M
Wealth Enhancement Advisory Services, LLC	+406K +999.4%	446K	$14.6M
Argent Capital Management LLC	+363K New position	363K	$12.1M
Erste Asset Management Gmbh	+344K New position	344K	$11.4M
Royal Bank Of Canada	+333K +37.5%	1.2M	$40.6M
Engineers Gate Manager LP Hedge fund	+263K New position	263K	$8.8M
Empowered Funds, LLC	+243K +1217.0%	263K	$8.8M
Quantinno Capital Management LP	+243K +26.5%	1.2M	$38.6M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Fil Ltd Active manager	+1.8M +3001.3%	1.9M	$62.2M
Azora Capital LP Hedge fund	+1.8M +35.5%	6.9M	$230M
Woodline Partners LP Hedge fund	+1.7M New position	1.7M	$58.2M
Point72 Asset Management, L.P. Hedge fund	+1.1M +441.3%	1.3M	$44.7M
AQR Capital Management LLC Hedge fund	+994K +87.2%	2.1M	$71M
Holocene Advisors, LP Hedge fund	+873K +98.0%	1.8M	$58.7M
Balyasny Asset Management L.P. Hedge fund	+662K +41.7%	2.2M	$74.8M
Alyeska Investment Group, L.P. Hedge fund	+541K New position	541K	$18M
Artemis Investment Management LLP Active manager	+431K +8.8%	5.3M	$177M
Engineers Gate Manager LP Hedge fund	+263K New position	263K	$8.8M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	−10.4M −92.0%	910K	$30.3M
Power Corp Of Canada	−6.2M −19.7%	25.3M	$843M
Jupiter Asset Management Ltd Active manager	−2.7M −99.7%	9,125	$303,589
Squarepoint Ops LLC Hedge fund	−2.3M −87.5%	327K	$10.9M
Kopernik Global Investors, LLC Active manager	−2.2M −62.5%	1.3M	$43.9M
Invesco Ltd.	−1.5M −10.9%	12.1M	$402M
Freestone Grove Partners LP Hedge fund	−1.2M −54.6%	976K	$32.5M
Arrowstreet Capital, Limited Partnership Hedge fund	−1.2M Sold out	0	—
Kettle Hill Capital Management, LLC	−933K Sold out	0	—
Jpmorgan Chase & Co	−814K −38.6%	1.3M	$43.3M
Marshall Wace, LLP Hedge fund	−757K Sold out	0	—
Bank Of America Corp	−730K −37.2%	1.2M	$41.1M
Dimensional Fund Advisors LP	−636K −5.9%	10.2M	$340M
Proshare Advisors LLC Index funds	−534K −8.1%	6.0M	$200M
Millennium Management LLC Hedge fund	−413K −89.1%	50K	$1.7M
Caisse De Depot Et Placement Du Quebec	−347K −42.1%	477K	$15.9M
Jain Global LLC Hedge fund	−343K Sold out	0	—
Connor, Clark & Lunn Investment Management Ltd.	−275K −97.7%	6,430	$213,926
Bastion Asset Management Inc.	−273K Sold out	0	—
Y-Intercept (Hong Kong) Ltd	−265K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	−10.4M −92.0%	910K	$30.3M
Jupiter Asset Management Ltd Active manager	−2.7M −99.7%	9,125	$303,589
Squarepoint Ops LLC Hedge fund	−2.3M −87.5%	327K	$10.9M
Kopernik Global Investors, LLC Active manager	−2.2M −62.5%	1.3M	$43.9M
Freestone Grove Partners LP Hedge fund	−1.2M −54.6%	976K	$32.5M
Arrowstreet Capital, Limited Partnership Hedge fund	−1.2M Sold out	0	—
Marshall Wace, LLP Hedge fund	−757K Sold out	0	—
Millennium Management LLC Hedge fund	−413K −89.1%	50K	$1.7M
Jain Global LLC Hedge fund	−343K Sold out	0	—
Wedge Capital Management L L P Active manager	−199K −15.9%	1.0M	$34.9M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Woodline Partners LPHedge fund	1.7M	$58.2M
Alyeska Investment Group, L.P.Hedge fund	541K	$18M
Fideuram Asset Management (Ireland) Dac	452K	$14.3M
Argent Capital Management LLC	363K	$12.1M
Erste Asset Management Gmbh	344K	$11.4M
Engineers Gate Manager LPHedge fund	263K	$8.8M
Del-Sette Capital Management, LLC	212K	$7.1M
Cannell & Spears LLC	178K	$5.9M
Ieq Capital, LLC	154K	$5.1M
Azimuth Capital Investment Management LLC	135K	$4.5M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Arrowstreet Capital, Limited PartnershipHedge fund	1.2M	$27.4M
Kettle Hill Capital Management, LLC	933K	$22M
Marshall Wace, LLPHedge fund	757K	$17.9M
Jain Global LLCHedge fund	343K	$8.1M
Bastion Asset Management Inc.	273K	$6.7M
Y-Intercept (Hong Kong) Ltd	265K	$6.3M
Cinctive Capital Management LPHedge fund	154K	$3.6M
Algert Global LLCHedge fund	133K	$3.2M
Icon Wealth Advisors, LLC	74K	$2.2M
Axq Capital, LP	70K	$1.7M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 664
Ten largest holders: 55.9%
Index fund managers: 38.8%
Active managers and hedge funds: 13.7%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	18	35	6	6	−12.3M	−24.8%
Index fund managers	6	6	0	0	−366K	−0.3%
Other institutions	315	233	99	45	−6.1M	−4.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Franklin Resources.

Only managers that filed a holdings report for both quarters are compared (705 here). 18 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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