Franklin Resources: HBM position timeline

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

Franklin Resources held 869,203 HBM 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 869,203 shares
Change vs previous 13F +292,126 shares
<0.01% of the 13F portfolio, value $20,519,280.
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: 253,102 shares
- Clearbridge Investments, LLC: 616,101 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 577,077 shares
Change vs previous 13F -395,162 shares
<0.01% of the 13F portfolio, value $12,070,975.
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: 227,916 shares
- Clearbridge Investments, LLC: 349,161 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 972,239 shares
Change vs previous 13F +326,258 shares
<0.01% of the 13F portfolio, value $19,300,459.
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: 615,678 shares
- Clearbridge Investments, LLC: 356,561 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 645,981 shares
Change vs previous 13F -537,132 shares
<0.01% of the 13F portfolio, value $9,788,141.
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: 300,492 shares
- Clearbridge Investments, LLC: 345,489 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,183,113 shares
Change vs previous 13F +58,268 shares
<0.01% of the 13F portfolio, value $12,556,481.
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: 833,163 shares
- Clearbridge Investments, LLC: 349,950 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,124,845 shares
Change vs previous 13F +272,921 shares
<0.01% of the 13F portfolio, value $8,534,826.
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: 772,221 shares
- Clearbridge Investments, LLC: 352,624 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 851,924 shares
Change vs previous 13F +585,874 shares
<0.01% of the 13F portfolio, value $6,900,895.
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: 676,995 shares
- Clearbridge Investments, LLC: 174,929 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 266,050 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $2,453,695.
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
Acceptance time not in the bulk data set (spec §4.2).