Franklin Resources: AM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Franklin Resources on AM, newest first. How the timeline and the estimate are built.

Franklin Resources held 4,854,797 AM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 4,854,797 shares
Change vs previous 13F -312,288 shares
0.02% of the 13F portfolio, value $110,446,633.
13F-HR 0001348883-26-000018 filed by Clearbridge Investments, LLC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- FRANKLIN RESOURCES INC: 1,175,694 shares
- Clearbridge Investments, LLC: 3,679,103 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 5,167,085 shares
Change vs previous 13F +148,191 shares
0.02% of the 13F portfolio, value $117,809,538.
13F-HR 0001348883-26-000011 filed by Clearbridge Investments, LLC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- FRANKLIN RESOURCES INC: 1,424,842 shares
- Clearbridge Investments, LLC: 3,742,243 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 5,018,894 shares
Change vs previous 13F -62,932 shares
0.02% of the 13F portfolio, value $89,286,125.
13F-HR 0001348883-26-000001 filed by Clearbridge Investments, LLC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- FRANKLIN RESOURCES INC: 534,304 shares
- Brandywine Global Investment Management, LLC: 848,947 shares
- Clearbridge Investments, LLC: 3,635,643 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 5,081,826 shares
Change vs previous 13F -27,312 shares
0.02% of the 13F portfolio, value $98,790,697.
13F-HR 0001348883-25-000015 filed by Clearbridge Investments, LLC
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- FRANKLIN RESOURCES INC: 626,914 shares
- Brandywine Global Investment Management, LLC: 856,669 shares
- Clearbridge Investments, LLC: 3,598,243 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 5,109,138 shares
Change vs previous 13F +142,338 shares
0.02% of the 13F portfolio, value $96,818,166.
13F-HR 0001348883-25-000013 filed by Clearbridge Investments, LLC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- FRANKLIN RESOURCES INC: 614,068 shares
- Brandywine Global Investment Management, LLC: 888,937 shares
- Clearbridge Investments, LLC: 3,606,133 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 4,966,800 shares
Change vs previous 13F +225,221 shares
0.02% of the 13F portfolio, value $89,402,400.
13F-HR 0001348883-25-000011 filed by Clearbridge Investments, LLC
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- FRANKLIN RESOURCES INC: 398,046 shares
- Brandywine Global Investment Management, LLC: 801,621 shares
- Clearbridge Investments, LLC: 3,767,133 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 4,741,579 shares
Change vs previous 13F +226,033 shares
0.01% of the 13F portfolio, value $71,550,427.
13F-HR 0001348883-25-000002 filed by Clearbridge Investments, LLC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- FRANKLIN RESOURCES INC: 251,813 shares
- Brandywine Global Investment Management, LLC: 692,373 shares
- Clearbridge Investments, LLC: 3,797,393 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 4,515,546 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $68,332,408.
13F-HR 0001348883-24-000021 filed by Clearbridge Investments, LLC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- FRANKLIN RESOURCES INC: 212,473 shares
- Brandywine Global Investment Management, LLC: 505,680 shares
- Clearbridge Investments, LLC: 3,797,393 shares
Acceptance time not in the bulk data set (spec §4.2).