Franklin Resources: HLN position timeline

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

Franklin Resources held 33,637,667 HLN 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 33,637,667 shares
Change vs previous 13F +393,910 shares
0.05% of the 13F portfolio, value $313,839,425.
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: 1,295,541 shares
- Clearbridge Investments, LLC: 32,342,126 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 33,243,757 shares
Change vs previous 13F +300,421 shares
0.06% of the 13F portfolio, value $332,770,008.
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: 1,525,032 shares
- Clearbridge Investments, LLC: 31,718,725 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 32,943,336 shares
Change vs previous 13F -650,448 shares
0.06% of the 13F portfolio, value $333,057,129.
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: 1,520,060 shares
- Clearbridge Investments, LLC: 31,423,276 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 33,593,784 shares
Change vs previous 13F +1,873,076 shares
0.06% of the 13F portfolio, value $301,336,239.
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: 245,852 shares
- Clearbridge Investments, LLC: 33,347,932 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 31,720,708 shares
Change vs previous 13F -1,124,967 shares
0.07% of the 13F portfolio, value $328,943,742.
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: 274,737 shares
- Clearbridge Investments, LLC: 31,445,971 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 32,845,675 shares
Change vs previous 13F -211,066 shares
0.07% of the 13F portfolio, value $337,981,999.
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: 250,744 shares
- Clearbridge Investments, LLC: 32,594,931 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 33,056,741 shares
Change vs previous 13F -4,568,486 shares
0.07% of the 13F portfolio, value $315,361,308.
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: 253,498 shares
- Clearbridge Investments, LLC: 32,803,243 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 37,625,227 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $397,952,587.
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: 254,819 shares
- Clearbridge Investments, LLC: 37,370,408 shares
Acceptance time not in the bulk data set (spec §4.2).