Franklin Resources: HLI position timeline

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

Franklin Resources held 841,779 HLI 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 841,779 shares
Change vs previous 13F +21,576 shares
0.02% of the 13F portfolio, value $112,907,918.
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: 206,485 shares
- Clearbridge Investments, LLC: 635,294 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 820,203 shares
Change vs previous 13F +11,646 shares
0.02% of the 13F portfolio, value $117,797,544.
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: 194,975 shares
- Clearbridge Investments, LLC: 625,228 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 808,557 shares
Change vs previous 13F -30,733 shares
0.03% of the 13F portfolio, value $140,842,535.
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: 239,674 shares
- Clearbridge Investments, LLC: 568,883 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 839,290 shares
Change vs previous 13F +5,889 shares
0.03% of the 13F portfolio, value $172,322,921.
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: 266,527 shares
- Clearbridge Investments, LLC: 572,763 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 833,401 shares
Change vs previous 13F -61,764 shares
0.03% of the 13F portfolio, value $149,970,516.
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: 253,499 shares
- Clearbridge Investments, LLC: 579,902 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 895,165 shares
Change vs previous 13F -10,406 shares
0.03% of the 13F portfolio, value $144,569,104.
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: 261,199 shares
- Clearbridge Investments, LLC: 633,966 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 905,571 shares
Change vs previous 13F -208,512 shares
0.03% of the 13F portfolio, value $157,261,518.
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: 270,211 shares
- Clearbridge Investments, LLC: 635,360 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 1,114,083 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $179,159,413.
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: 273,701 shares
- Clearbridge Investments, LLC: 840,382 shares
Acceptance time not in the bulk data set (spec §4.2).