Franklin Resources: OTEX position timeline

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

Franklin Resources held 195,886 OTEX 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 195,886 shares
Change vs previous 13F -2,468,014 shares
<0.01% of the 13F portfolio, value $4,331,185.
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: 195,886 shares
- Clearbridge Investments, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 2,663,900 shares
Change vs previous 13F -63,426 shares
0.01% of the 13F portfolio, value $59,259,916.
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: 303,159 shares
- Clearbridge Investments, LLC: 2,360,741 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 2,727,326 shares
Change vs previous 13F +9,078 shares
0.02% of the 13F portfolio, value $88,852,822.
13F-HR 0001348883-26-000001 filed by Clearbridge Investments, LLC
Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- FRANKLIN RESOURCES INC: 283,030 shares
- Clearbridge Investments, LLC: 2,444,296 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 2,718,248 shares
Change vs previous 13F +11,119 shares
0.02% of the 13F portfolio, value $101,606,212.
13F-HR 0001348883-25-000015 filed by Clearbridge Investments, LLC
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- FRANKLIN RESOURCES INC: 199,395 shares
- Clearbridge Investments, LLC: 2,518,853 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 2,707,129 shares
Change vs previous 13F -164,070 shares
0.02% of the 13F portfolio, value $79,053,370.
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: 136,272 shares
- Clearbridge Investments, LLC: 2,570,857 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 2,871,199 shares
Change vs previous 13F -135,528 shares
0.02% of the 13F portfolio, value $72,523,766.
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: 161,903 shares
- Clearbridge Investments, LLC: 2,709,296 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 3,006,727 shares
Change vs previous 13F -97,996 shares
0.02% of the 13F portfolio, value $85,140,824.
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: 173,115 shares
- Clearbridge Investments, LLC: 2,833,612 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 3,104,723 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $103,559,460.
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: 205,891 shares
- Clearbridge Investments, LLC: 2,898,832 shares
Acceptance time not in the bulk data set (spec §4.2).