Franklin Resources: FERG position timeline

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

Franklin Resources held 4,426,812 FERG 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 4,426,812 shares
Change vs previous 13F -360,403 shares
0.18% of the 13F portfolio, value $1,050,793,279.
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: 3,842,652 shares
- Clearbridge Investments, LLC: 584,160 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 4,787,215 shares
Change vs previous 13F -160,963 shares
0.21% of the 13F portfolio, value $1,116,587,753.
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: 4,247,747 shares
- Clearbridge Investments, LLC: 539,468 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 4,948,178 shares
Change vs previous 13F +407,865 shares
0.21% of the 13F portfolio, value $1,101,424,500.
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: 4,393,603 shares
- Clearbridge Investments, LLC: 554,575 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 4,540,313 shares
Change vs previous 13F +92,759 shares
0.19% of the 13F portfolio, value $1,019,659,939.
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: 4,367,818 shares
- Clearbridge Investments, LLC: 172,495 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 4,447,554 shares
Change vs previous 13F +1,202,350 shares
0.19% of the 13F portfolio, value $968,614,923.
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: 4,255,661 shares
- Clearbridge Investments, LLC: 191,893 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 3,245,204 shares
Change vs previous 13F +456,296 shares
0.11% of the 13F portfolio, value $519,797,219.
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: 3,054,168 shares
- Clearbridge Investments, LLC: 191,036 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 2,788,908 shares
Change vs previous 13F +224,639 shares
0.1% of the 13F portfolio, value $484,140,907.
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: 2,599,911 shares
- Clearbridge Investments, LLC: 188,997 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 2,564,269 shares
Change vs previous 13F not available
0.11% of the 13F portfolio, value $516,046,022.
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: 2,371,954 shares
- Clearbridge Investments, LLC: 192,315 shares
Acceptance time not in the bulk data set (spec §4.2).