Franklin Resources: EXP position timeline

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

Franklin Resources held 54,313 EXP 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 54,313 shares
Change vs previous 13F -4,813 shares
<0.01% of the 13F portfolio, value $12,220,367.
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: 10,105 shares
- Clearbridge Investments, LLC: 44,208 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 59,126 shares
Change vs previous 13F +14,876 shares
<0.01% of the 13F portfolio, value $11,201,434.
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: 15,003 shares
- Clearbridge Investments, LLC: 44,123 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 44,250 shares
Change vs previous 13F -96,340 shares
0.01% of the 13F portfolio, value $9,145,644.
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: 0 shares
- Clearbridge Investments, LLC: 44,250 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 140,590 shares
Change vs previous 13F -4,585 shares
0.01% of the 13F portfolio, value $32,763,187.
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: 96,268 shares
- Clearbridge Investments, LLC: 44,322 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 145,175 shares
Change vs previous 13F -135,534 shares
0.01% of the 13F portfolio, value $29,341,318.
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: 101,710 shares
- Brandywine Global Investment Management, LLC: 0 shares
- Clearbridge Investments, LLC: 43,465 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 280,709 shares
Change vs previous 13F -18,319 shares
0.01% of the 13F portfolio, value $62,297,811.
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: 207,027 shares
- Brandywine Global Investment Management, LLC: 19,997 shares
- Clearbridge Investments, LLC: 53,685 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 299,028 shares
Change vs previous 13F +38,318 shares
0.01% of the 13F portfolio, value $73,788,062.
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: 197,569 shares
- Brandywine Global Investment Management, LLC: 37,349 shares
- Clearbridge Investments, LLC: 64,110 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 260,710 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $76,831,791.
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: 162,863 shares
- Brandywine Global Investment Management, LLC: 25,706 shares
- Clearbridge Investments, LLC: 72,141 shares
Acceptance time not in the bulk data set (spec §4.2).