Franklin Resources: MTB position timeline

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

Franklin Resources held 571,032 MTB 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 571,032 shares
Change vs previous 13F -30,170 shares
0.03% of the 13F portfolio, value $135,911,300.
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
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 601,202 shares
Change vs previous 13F -4,856 shares
0.03% of the 13F portfolio, value $124,280,478.
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
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 606,058 shares
Change vs previous 13F -273,768 shares
0.03% of the 13F portfolio, value $122,108,565.
13F-HR 0000829108-26-000001 filed by Brandywine Global Investment Management, LLC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- FRANKLIN RESOURCES INC: 21,672 shares
- Brandywine Global Investment Management, LLC: 584,386 shares
- Clearbridge Investments, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 879,826 shares
Change vs previous 13F +91,189 shares
0.03% of the 13F portfolio, value $173,871,300.
13F-HR 0000829108-25-000008 filed by Brandywine Global Investment Management, LLC
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- FRANKLIN RESOURCES INC: 21,504 shares
- Brandywine Global Investment Management, LLC: 471,278 shares
- Clearbridge Investments, LLC: 387,044 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 788,637 shares
Change vs previous 13F -21,474 shares
0.03% of the 13F portfolio, value $152,987,655.
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: 37,016 shares
- Brandywine Global Investment Management, LLC: 355,735 shares
- Clearbridge Investments, LLC: 395,886 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 810,111 shares
Change vs previous 13F +260,548 shares
0.03% of the 13F portfolio, value $144,807,283.
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: 49,101 shares
- Brandywine Global Investment Management, LLC: 349,506 shares
- Clearbridge Investments, LLC: 411,504 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 549,563 shares
Change vs previous 13F +29,853 shares
0.02% of the 13F portfolio, value $103,323,314.
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: 39,726 shares
- Brandywine Global Investment Management, LLC: 71,260 shares
- Clearbridge Investments, LLC: 438,577 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 519,710 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $93,303,659.
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: 21,481 shares
- Brandywine Global Investment Management, LLC: 77,028 shares
- Clearbridge Investments, LLC: 421,201 shares
Acceptance time not in the bulk data set (spec §4.2).