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Disclosery

Franklin Resources: NU position timeline

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

Franklin Resources held 5,366,350 NU 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 5,366,350 shares
    Change vs previous 13F +168,874 shares

    0.01% of the 13F portfolio, value $71,694,441.

    13F-HR 0001348883-26-000018 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 510,744 shares
    • Clearbridge Investments, LLC: 4,855,606 shares

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

  2. period ended2026-03-31
    13F 5,197,476 shares
    Change vs previous 13F -283,490 shares

    0.01% of the 13F portfolio, value $74,687,732.

    13F-HR 0001348883-26-000011 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 789,362 shares
    • Clearbridge Investments, LLC: 4,408,114 shares

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

  3. period ended2025-12-31
    13F 5,480,966 shares
    Change vs previous 13F +2,532,372 shares

    0.02% of the 13F portfolio, value $91,751,364.

    13F-HR 0001348883-26-000001 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 2,199,284 shares
    • Clearbridge Investments, LLC: 3,281,682 shares

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

  4. period ended2025-09-30
    13F 2,948,594 shares
    Change vs previous 13F +1,340 shares

    0.01% of the 13F portfolio, value $47,206,990.

    13F-HR 0000038777-25-000239 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).

  5. period ended2025-06-30
    13F 2,947,254 shares
    Change vs previous 13F -1,672,553 shares

    0.01% of the 13F portfolio, value $40,436,325.

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

    • FRANKLIN RESOURCES INC: 2,947,254 shares
    • Clearbridge Investments, LLC: 0 shares

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

  6. period ended2025-03-31
    13F 4,619,807 shares
    Change vs previous 13F +23,409 shares

    0.01% of the 13F portfolio, value $47,306,821.

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

    • FRANKLIN RESOURCES INC: 4,527,999 shares
    • Clearbridge Investments, LLC: 91,808 shares

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

  7. period ended2024-12-31
    13F 4,596,398 shares
    Change vs previous 13F -464,106 shares

    0.01% of the 13F portfolio, value $47,618,680.

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

    • FRANKLIN RESOURCES INC: 4,504,527 shares
    • Clearbridge Investments, LLC: 91,871 shares

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

  8. period ended2024-09-30
    13F/A 5,060,504 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $74,288,200.

    13F-HR/A 0000038777-24-000215 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).