Franklin Resources: EXC position timeline

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

Franklin Resources held 5,887,358 EXC 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 5,887,358 shares
Change vs previous 13F -90,113 shares
0.06% of the 13F portfolio, value $274,468,642.
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
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 5,977,471 shares
Change vs previous 13F +134,224 shares
0.07% of the 13F portfolio, value $293,015,606.
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: 5,977,471 shares
- Clearbridge Investments, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 5,843,247 shares
Change vs previous 13F -104,810 shares
0.05% of the 13F portfolio, value $254,707,086.
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: 5,832,885 shares
- Clearbridge Investments, LLC: 10,362 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 5,948,057 shares
Change vs previous 13F -681,790 shares
0.05% of the 13F portfolio, value $267,722,034.
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: 5,937,916 shares
- Clearbridge Investments, LLC: 10,141 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 6,629,847 shares
Change vs previous 13F +597,647 shares
0.08% of the 13F portfolio, value $287,862,080.
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: 6,629,847 shares
- Brandywine Global Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 6,032,200 shares
Change vs previous 13F -2,519,161 shares
0.08% of the 13F portfolio, value $277,963,775.
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: 5,969,820 shares
- Brandywine Global Investment Management, LLC: 62,380 shares
- Clearbridge Investments, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 8,551,361 shares
Change vs previous 13F -590,620 shares
0.07% of the 13F portfolio, value $321,873,220.
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: 6,264,413 shares
- Brandywine Global Investment Management, LLC: 1,369,645 shares
- Clearbridge Investments, LLC: 917,303 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 9,141,981 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $377,630,389.
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: 6,763,958 shares
- Brandywine Global Investment Management, LLC: 1,375,741 shares
- Clearbridge Investments, LLC: 1,002,282 shares
Acceptance time not in the bulk data set (spec §4.2).