Franklin Resources: DEO position timeline

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

Franklin Resources held 1,555,320 DEO 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 1,555,320 shares
Change vs previous 13F -376,636 shares
0.03% of the 13F portfolio, value $125,330,293.
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: 1,555,320 shares
- Clearbridge Investments, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,931,956 shares
Change vs previous 13F +776,026 shares
0.03% of the 13F portfolio, value $142,990,097.
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: 1,349,055 shares
- Clearbridge Investments, LLC: 582,901 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,155,930 shares
Change vs previous 13F +338,534 shares
0.02% of the 13F portfolio, value $99,823,506.
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: 58,053 shares
- Brandywine Global Investment Management, LLC: 540,879 shares
- Clearbridge Investments, LLC: 556,998 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 817,396 shares
Change vs previous 13F -333,424 shares
0.01% of the 13F portfolio, value $76,167,557.
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: 64,716 shares
- Clearbridge Investments, LLC: 752,680 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,150,820 shares
Change vs previous 13F -189,241 shares
0.02% of the 13F portfolio, value $116,048,690.
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: 70,179 shares
- Clearbridge Investments, LLC: 1,080,641 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,340,061 shares
Change vs previous 13F +112,728 shares
0.03% of the 13F portfolio, value $140,424,995.
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: 90,947 shares
- Clearbridge Investments, LLC: 1,249,114 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,227,333 shares
Change vs previous 13F +52,034 shares
0.03% of the 13F portfolio, value $156,030,845.
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: 112,866 shares
- Clearbridge Investments, LLC: 1,114,467 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 1,175,299 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $164,356,986.
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: 119,038 shares
- Clearbridge Investments, LLC: 1,056,261 shares
Acceptance time not in the bulk data set (spec §4.2).