Franklin Resources: BMO position timeline

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

Franklin Resources held 1,503,407 BMO 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 1,503,407 shares
Change vs previous 13F +26,344 shares
0.05% of the 13F portfolio, value $264,188,083.
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: 349,582 shares
- Clearbridge Investments, LLC: 1,153,825 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,477,063 shares
Change vs previous 13F -25,268 shares
0.04% of the 13F portfolio, value $198,716,541.
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: 344,903 shares
- Clearbridge Investments, LLC: 1,132,160 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,502,331 shares
Change vs previous 13F -93,148 shares
0.04% of the 13F portfolio, value $195,012,540.
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: 317,254 shares
- Clearbridge Investments, LLC: 1,185,077 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,595,479 shares
Change vs previous 13F -60,797 shares
0.04% of the 13F portfolio, value $207,677,261.
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: 299,029 shares
- Clearbridge Investments, LLC: 1,296,450 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,656,276 shares
Change vs previous 13F -75,525 shares
0.04% of the 13F portfolio, value $181,785,780.
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: 334,046 shares
- Clearbridge Investments, LLC: 1,322,230 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,731,801 shares
Change vs previous 13F -68,039 shares
0.04% of the 13F portfolio, value $165,404,147.
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: 338,918 shares
- Clearbridge Investments, LLC: 1,392,883 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,799,840 shares
Change vs previous 13F -22,569 shares
0.04% of the 13F portfolio, value $175,521,729.
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: 334,333 shares
- Clearbridge Investments, LLC: 1,465,507 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 1,822,409 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $164,087,965.
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: 326,510 shares
- Clearbridge Investments, LLC: 1,495,899 shares
Acceptance time not in the bulk data set (spec §4.2).