Franklin Resources: ARES position timeline

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

Franklin Resources held 6,244,178 ARES 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 6,244,178 shares
Change vs previous 13F -171,194 shares
0.12% of the 13F portfolio, value $695,039,474.
13F-HR 0000038777-26-000222 filed by FRANKLIN RESOURCES INC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- FRANKLIN RESOURCES INC: 4,747,665 shares
- Clearbridge Investments, LLC: 1,496,513 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 6,415,372 shares
Change vs previous 13F -738,201 shares
0.13% of the 13F portfolio, value $699,917,041.
13F-HR 0000038777-26-000124 filed by FRANKLIN RESOURCES INC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- FRANKLIN RESOURCES INC: 5,122,470 shares
- Clearbridge Investments, LLC: 1,292,902 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 7,153,573 shares
Change vs previous 13F +366,863 shares
0.22% of the 13F portfolio, value $1,156,231,965.
13F-HR 0000038777-26-000055 filed by FRANKLIN RESOURCES INC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- FRANKLIN RESOURCES INC: 5,395,257 shares
- Clearbridge Investments, LLC: 1,758,316 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 6,786,710 shares
Change vs previous 13F -339,634 shares
0.2% of the 13F portfolio, value $1,085,127,067.
13F-HR 0000038777-25-000239 filed by FRANKLIN RESOURCES INC
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- FRANKLIN RESOURCES INC: 5,300,109 shares
- Clearbridge Investments, LLC: 1,486,601 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 7,126,344 shares
Change vs previous 13F +1,660,493 shares
0.25% of the 13F portfolio, value $1,234,282,746.
13F-HR 0000038777-25-000153 filed by FRANKLIN RESOURCES INC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- FRANKLIN RESOURCES INC: 5,617,916 shares
- Clearbridge Investments, LLC: 1,508,428 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 5,465,851 shares
Change vs previous 13F +686,114 shares
0.17% of the 13F portfolio, value $801,348,476.
13F-HR 0000038777-25-000090 filed by FRANKLIN RESOURCES INC
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- FRANKLIN RESOURCES INC: 4,179,309 shares
- Clearbridge Investments, LLC: 1,286,542 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 4,779,737 shares
Change vs previous 13F +117,000 shares
0.18% of the 13F portfolio, value $846,156,784.
13F-HR 0000038777-25-000026 filed by FRANKLIN RESOURCES INC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- FRANKLIN RESOURCES INC: 3,488,996 shares
- Clearbridge Investments, LLC: 1,290,741 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 4,662,737 shares
Change vs previous 13F not available
0.16% of the 13F portfolio, value $754,264,047.
13F-HR/A 0000038777-24-000215 filed by FRANKLIN RESOURCES INC
Filed 2024-11-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- FRANKLIN RESOURCES INC: 3,678,177 shares
- Clearbridge Investments, LLC: 984,560 shares
Acceptance time not in the bulk data set (spec §4.2).