Franklin Resources: OTIS position timeline

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

Franklin Resources held 19,245,734 OTIS 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 19,245,734 shares
Change vs previous 13F +5,033,597 shares
0.24% of the 13F portfolio, value $1,377,994,586.
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: 11,784,188 shares
- Clearbridge Investments, LLC: 7,461,546 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 14,212,137 shares
Change vs previous 13F +5,254,733 shares
0.21% of the 13F portfolio, value $1,095,471,540.
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
- FRANKLIN RESOURCES INC: 11,520,956 shares
- Clearbridge Investments, LLC: 2,691,181 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 8,957,404 shares
Change vs previous 13F +387,311 shares
0.15% of the 13F portfolio, value $782,429,252.
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: 7,842,153 shares
- Clearbridge Investments, LLC: 1,115,251 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 8,570,093 shares
Change vs previous 13F +183,850 shares
0.15% of the 13F portfolio, value $783,563,571.
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: 7,419,634 shares
- Clearbridge Investments, LLC: 1,150,459 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 8,386,243 shares
Change vs previous 13F -731,469 shares
0.17% of the 13F portfolio, value $830,405,809.
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: 7,097,379 shares
- Clearbridge Investments, LLC: 1,288,864 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 9,117,712 shares
Change vs previous 13F +34,082 shares
0.2% of the 13F portfolio, value $940,947,894.
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: 7,795,799 shares
- Clearbridge Investments, LLC: 1,321,913 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 9,083,630 shares
Change vs previous 13F +406,967 shares
0.17% of the 13F portfolio, value $841,234,967.
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: 7,785,116 shares
- Clearbridge Investments, LLC: 1,298,514 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 8,676,663 shares
Change vs previous 13F not available
0.19% of the 13F portfolio, value $912,782,827.
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: 7,349,744 shares
- Clearbridge Investments, LLC: 1,326,919 shares
Acceptance time not in the bulk data set (spec §4.2).