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Disclosery

Franklin Resources: IVZ position timeline

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

Franklin Resources held 565,704 IVZ shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 565,704 shares
    Change vs previous 13F -254,725 shares

    <0.01% of the 13F portfolio, value $14,928,928.

    13F-HR 0000038777-26-000222 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 820,429 shares
    Change vs previous 13F +23,620 shares

    <0.01% of the 13F portfolio, value $19,928,220.

    13F-HR 0000038777-26-000124 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 796,809 shares
    Change vs previous 13F +336,664 shares

    <0.01% of the 13F portfolio, value $20,932,173.

    13F-HR 0000038777-26-000055 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 673,029 shares
    • Brandywine Global Investment Management, LLC: 123,780 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 460,145 shares
    Change vs previous 13F +77,229 shares

    <0.01% of the 13F portfolio, value $10,555,727.

    13F-HR 0000038777-25-000239 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 355,615 shares
    • Brandywine Global Investment Management, LLC: 104,530 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 382,916 shares
    Change vs previous 13F +60,334 shares

    <0.01% of the 13F portfolio, value $6,038,585.

    13F-HR 0000038777-25-000153 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 276,906 shares
    • Brandywine Global Investment Management, LLC: 106,010 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 322,582 shares
    Change vs previous 13F +37,585 shares

    <0.01% of the 13F portfolio, value $4,893,570.

    13F-HR 0000038777-25-000090 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 214,102 shares
    • Brandywine Global Investment Management, LLC: 108,480 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 284,997 shares
    Change vs previous 13F -142,359 shares

    <0.01% of the 13F portfolio, value $4,981,748.

    13F-HR 0000038777-25-000026 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 191,441 shares
    • Brandywine Global Investment Management, LLC: 93,556 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 427,356 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,577,022.

    13F-HR 0000829108-24-000008 filed by Brandywine Global Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 127,777 shares
    • Brandywine Global Investment Management, LLC: 299,579 shares

    Acceptance time not in the bulk data set (spec §4.2).