Franklin Resources: AXP position timeline

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

Franklin Resources held 1,083,289 AXP 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 1,083,289 shares
Change vs previous 13F -9,658 shares
0.06% of the 13F portfolio, value $366,422,465.
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: 782,716 shares
- Clearbridge Investments, LLC: 300,573 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,092,947 shares
Change vs previous 13F +182,614 shares
0.06% of the 13F portfolio, value $330,594,705.
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: 758,837 shares
- Clearbridge Investments, LLC: 334,110 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 910,333 shares
Change vs previous 13F -8,325 shares
0.06% of the 13F portfolio, value $336,777,427.
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: 495,660 shares
- Clearbridge Investments, LLC: 414,673 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 918,658 shares
Change vs previous 13F -11,542 shares
0.06% of the 13F portfolio, value $304,652,187.
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: 488,903 shares
- Clearbridge Investments, LLC: 429,755 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 930,200 shares
Change vs previous 13F -208,186 shares
0.06% of the 13F portfolio, value $296,715,061.
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: 487,732 shares
- Clearbridge Investments, LLC: 442,468 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,138,386 shares
Change vs previous 13F -568,842 shares
0.07% of the 13F portfolio, value $306,282,691.
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: 563,760 shares
- Brandywine Global Investment Management, LLC: 0 shares
- Clearbridge Investments, LLC: 574,626 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,707,228 shares
Change vs previous 13F -121,063 shares
0.1% of the 13F portfolio, value $506,688,034.
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: 591,437 shares
- Brandywine Global Investment Management, LLC: 497,579 shares
- Clearbridge Investments, LLC: 618,212 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 1,828,291 shares
Change vs previous 13F not available
0.1% of the 13F portfolio, value $501,056,746.
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: 575,969 shares
- Brandywine Global Investment Management, LLC: 406,038 shares
- Clearbridge Investments, LLC: 846,284 shares
Acceptance time not in the bulk data set (spec §4.2).