Franklin Resources shares owned by Wellington Management Company
Quarter-by-quarter ownership of Franklin Resources (BEN) shares owned by Wellington Management Company
from 13F filings
Historical chart of Wellington Management Company investment in Franklin Resources
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Quarterly reported holdings in Franklin Resources by Wellington Management Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 93k | 23.13 |
| 2025-06-30 | $3.4M | 142k | 23.85 |
| 2025-03-31 | $2.9M | 149k | 19.25 |
| 2024-12-31 | $2.0M | 101k | 20.29 |
| 2024-09-30 | $598k | 30k | 20.15 |
| 2024-06-30 | $387k | 17k | 22.35 |
| 2024-03-31 | $464k | 17k | 28.11 |
| 2023-12-31 | $450k | 15k | 29.79 |
| 2023-09-30 | $469k | 19k | 24.58 |
| 2023-06-30 | $524k | 20k | 26.71 |
| 2023-03-31 | $246k | 9.1k | 26.94 |
| 2022-12-31 | $710k | 27k | 26.38 |
| 2022-03-31 | $550k | 20k | 27.93 |
| 2021-03-31 | $449k | 15k | 29.57 |
| 2020-12-31 | $1.3M | 53k | 24.99 |
| 2020-09-30 | $743k | 37k | 20.34 |
| 2020-06-30 | $897k | 43k | 20.98 |
| 2020-03-31 | $681k | 41k | 16.69 |
| 2019-09-30 | $11M | 394k | 28.86 |
| 2019-06-30 | $16M | 465k | 34.80 |
| 2019-03-31 | $767k | 23k | 33.14 |
| 2018-12-31 | $469k | 16k | 29.65 |
| 2018-09-30 | $457k | 15k | 30.39 |
| 2018-06-30 | $267k | 8.3k | 32.05 |
| 2018-03-31 | $451k | 13k | 34.63 |
| 2017-12-31 | $556k | 13k | 43.29 |
| 2017-09-30 | $591k | 13k | 44.53 |
| 2017-06-30 | $438k | 9.8k | 44.77 |
| 2017-03-31 | $212k | 5.0k | 42.52 |
| 2016-09-30 | $653k | 18k | 35.58 |
| 2015-09-30 | $412k | 11k | 37.34 |
| 2015-06-30 | $885k | 18k | 49.11 |
| 2014-06-30 | $6.5M | 113k | 57.84 |
| 2014-03-31 | $7.4M | 136k | 54.18 |
| 2013-09-30 | $6.4M | 126k | 50.55 |
| 2013-06-30 | $5.9M | 43k | 136.01 |
| 2013-03-31 | $7.2M | 48k | 150.82 |
| 2012-12-31 | $6.0M | 48k | 125.70 |
| 2012-09-30 | $328k | 2.6k | 125.05 |
| 2011-12-31 | $261k | 2.7k | 96.32 |
| 2011-09-30 | $748k | 7.8k | 95.66 |
| 2011-06-30 | $825k | 6.3k | 131.35 |
| 2010-12-31 | $2.5M | 23k | 111.19 |
More positions owned by Wellington Management Company
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