Franklin Resources Reduces Stake in MSCI

Asset manager cuts position in index provider by over one-third in Q3

Mar. 13, 2026 at 8:20am

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Franklin Resources Inc. decreased its holdings in MSCI Inc. (NYSE:MSCI) by 36.8% in the third quarter, according to the company's latest 13F filing with the SEC. The fund now owns 370,706 shares of the technology company's stock, down from 586,392 shares previously.

Why it matters

MSCI is a leading provider of investment decision support tools and services, including its widely used market indexes. Franklin Resources' reduction in its MSCI stake could signal a shift in the asset manager's investment strategy or portfolio composition.

The details

According to the 13F filing, Franklin Resources sold 215,686 MSCI shares during the third quarter. The asset manager now owns 0.49% of MSCI's outstanding shares, down from 0.77% previously. MSCI's stock price has fluctuated between $486.73 and $626.28 over the past 52 weeks.

  • Franklin Resources filed its 13F report for the third quarter of 2026 on March 13, 2026.

The players

Franklin Resources Inc.

A global investment management organization that provides a range of investment management and related services to individual and institutional investors.

MSCI Inc.

A global provider of investment decision support tools and services, including its widely used market indexes.

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The takeaway

Franklin Resources' reduction in its MSCI stake could signal a shift in the asset manager's investment strategy or portfolio composition, potentially in response to market conditions or changes in MSCI's business. Investors will likely monitor any further changes in Franklin's MSCI holdings.