Franklin Resources: IR position timeline

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

Franklin Resources held 15,461,444 IR 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 15,461,444 shares
Change vs previous 13F -1,486,206 shares
0.22% of the 13F portfolio, value $1,267,683,800.
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: 15,442,960 shares
- Clearbridge Investments, LLC: 18,484 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 16,947,650 shares
Change vs previous 13F +1,305,671 shares
0.26% of the 13F portfolio, value $1,357,845,680.
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: 16,927,559 shares
- Clearbridge Investments, LLC: 20,091 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 15,641,979 shares
Change vs previous 13F +1,129,294 shares
0.3% of the 13F portfolio, value $1,239,157,601.
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: 15,641,979 shares
- Clearbridge Investments, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 14,512,685 shares
Change vs previous 13F +1,125,444 shares
0.22% of the 13F portfolio, value $1,199,038,034.
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: 14,404,452 shares
- Clearbridge Investments, LLC: 108,233 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 13,387,241 shares
Change vs previous 13F +589,804 shares
0.22% of the 13F portfolio, value $1,113,550,707.
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: 13,297,463 shares
- Clearbridge Investments, LLC: 89,778 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 12,797,437 shares
Change vs previous 13F +464,551 shares
0.22% of the 13F portfolio, value $1,024,178,884.
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: 12,723,026 shares
- Clearbridge Investments, LLC: 74,411 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 12,332,886 shares
Change vs previous 13F +689,401 shares
0.23% of the 13F portfolio, value $1,115,632,868.
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: 12,277,177 shares
- Clearbridge Investments, LLC: 55,709 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 11,643,485 shares
Change vs previous 13F not available
0.25% of the 13F portfolio, value $1,212,085,870.
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: 11,597,321 shares
- Clearbridge Investments, LLC: 46,164 shares
Acceptance time not in the bulk data set (spec §4.2).