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Franklin Resources: APO position timeline

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

Franklin Resources held 15,611,475 APO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,611,475 shares
    Change vs previous 13F +555,445 shares

    0.32% of the 13F portfolio, value $1,846,993,564.

    13F-HR 0000038777-26-000222 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 10,456,470 shares
    • Clearbridge Investments, LLC: 5,155,005 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,056,030 shares
    Change vs previous 13F +2,490,154 shares

    0.32% of the 13F portfolio, value $1,677,542,825.

    13F-HR 0000038777-26-000124 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 9,877,359 shares
    • Clearbridge Investments, LLC: 5,178,671 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,565,876 shares
    Change vs previous 13F +230,142 shares

    0.34% of the 13F portfolio, value $1,819,036,264.

    13F-HR 0000038777-26-000055 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 9,411,253 shares
    • Brandywine Global Investment Management, LLC: 0 shares
    • Clearbridge Investments, LLC: 3,154,623 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,335,734 shares
    Change vs previous 13F +128,207 shares

    0.3% of the 13F portfolio, value $1,643,983,321.

    13F-HR 0000038777-25-000239 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 8,785,693 shares
    • Brandywine Global Investment Management, LLC: 276,854 shares
    • Clearbridge Investments, LLC: 3,273,187 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 12,207,527 shares
    Change vs previous 13F +175,388 shares

    0.34% of the 13F portfolio, value $1,731,881,900.

    13F-HR 0000038777-25-000153 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 8,669,106 shares
    • Brandywine Global Investment Management, LLC: 276,304 shares
    • Clearbridge Investments, LLC: 3,262,117 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,032,139 shares
    Change vs previous 13F +125,102 shares

    0.35% of the 13F portfolio, value $1,647,681,120.

    13F-HR 0000038777-25-000090 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 8,501,954 shares
    • Brandywine Global Investment Management, LLC: 283,144 shares
    • Clearbridge Investments, LLC: 3,247,041 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 11,907,037 shares
    Change vs previous 13F -2,751,418 shares

    0.4% of the 13F portfolio, value $1,966,566,228.

    13F-HR 0000038777-25-000026 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 8,414,581 shares
    • Brandywine Global Investment Management, LLC: 296,614 shares
    • Clearbridge Investments, LLC: 3,195,842 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 14,658,455 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $2,054,686,654.

    13F-HR/A 0000038777-24-000215 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 8,653,382 shares
    • Brandywine Global Investment Management, LLC: 320,275 shares
    • Clearbridge Investments, LLC: 5,684,798 shares

    Acceptance time not in the bulk data set (spec §4.2).