Franklin Resources: ITRI position timeline

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

Franklin Resources held 141,147 ITRI 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 141,147 shares
Change vs previous 13F +13,167 shares
<0.01% of the 13F portfolio, value $12,213,431.
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: 37,939 shares
- Clearbridge Investments, LLC: 103,208 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 127,980 shares
Change vs previous 13F -254,280 shares
<0.01% of the 13F portfolio, value $11,470,854.
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: 54,608 shares
- Clearbridge Investments, LLC: 73,372 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 382,260 shares
Change vs previous 13F -290,433 shares
0.01% of the 13F portfolio, value $35,496,650.
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: 332,627 shares
- Clearbridge Investments, LLC: 49,633 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 672,693 shares
Change vs previous 13F -3,253 shares
0.02% of the 13F portfolio, value $83,790,607.
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: 619,317 shares
- Clearbridge Investments, LLC: 53,376 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 675,946 shares
Change vs previous 13F +124,053 shares
0.02% of the 13F portfolio, value $88,974,777.
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: 607,421 shares
- Clearbridge Investments, LLC: 68,525 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 551,893 shares
Change vs previous 13F +103,390 shares
0.01% of the 13F portfolio, value $57,816,330.
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: 469,189 shares
- Clearbridge Investments, LLC: 82,704 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 448,503 shares
Change vs previous 13F +39,625 shares
0.01% of the 13F portfolio, value $48,698,421.
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: 347,203 shares
- Clearbridge Investments, LLC: 101,300 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 408,878 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $44,591,409.
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: 282,828 shares
- Clearbridge Investments, LLC: 126,050 shares
Acceptance time not in the bulk data set (spec §4.2).