Franklin Resources: BAM position timeline

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

Franklin Resources held 532,883 BAM 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 532,883 shares
Change vs previous 13F +195,788 shares
<0.01% of the 13F portfolio, value $23,890,842.
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: 336,511 shares
- Clearbridge Investments, LLC: 196,372 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 337,095 shares
Change vs previous 13F +114,837 shares
<0.01% of the 13F portfolio, value $14,986,227.
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: 160,473 shares
- Clearbridge Investments, LLC: 176,622 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 222,258 shares
Change vs previous 13F +89,383 shares
<0.01% of the 13F portfolio, value $11,643,541.
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: 126,906 shares
- Clearbridge Investments, LLC: 95,352 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 132,875 shares
Change vs previous 13F -12,408 shares
<0.01% of the 13F portfolio, value $7,561,112.
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: 119,867 shares
- Clearbridge Investments, LLC: 13,008 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 145,283 shares
Change vs previous 13F -25,711 shares
<0.01% of the 13F portfolio, value $8,044,131.
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: 132,275 shares
- Clearbridge Investments, LLC: 13,008 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 170,994 shares
Change vs previous 13F +8,121 shares
<0.01% of the 13F portfolio, value $8,279,377.
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: 157,062 shares
- Clearbridge Investments, LLC: 13,932 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 162,873 shares
Change vs previous 13F +19,115 shares
<0.01% of the 13F portfolio, value $8,822,582.
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: 146,731 shares
- Clearbridge Investments, LLC: 16,142 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 143,758 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $7,069,818.
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: 126,871 shares
- Clearbridge Investments, LLC: 16,887 shares
Acceptance time not in the bulk data set (spec §4.2).