Franklin Resources: OZK position timeline

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

Franklin Resources held 569,364 OZK 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 569,364 shares
Change vs previous 13F +31,094 shares
0.01% of the 13F portfolio, value $29,658,192.
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: 327,434 shares
- Clearbridge Investments, LLC: 241,930 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 538,270 shares
Change vs previous 13F -113,589 shares
<0.01% of the 13F portfolio, value $24,701,212.
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: 299,305 shares
- Clearbridge Investments, LLC: 238,965 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 651,859 shares
Change vs previous 13F -63,265 shares
0.01% of the 13F portfolio, value $29,998,534.
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: 125,686 shares
- Brandywine Global Investment Management, LLC: 230,916 shares
- Clearbridge Investments, LLC: 295,257 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 715,124 shares
Change vs previous 13F +10,302 shares
0.01% of the 13F portfolio, value $36,457,028.
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: 154,333 shares
- Brandywine Global Investment Management, LLC: 239,479 shares
- Clearbridge Investments, LLC: 321,312 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 704,822 shares
Change vs previous 13F -51,329 shares
0.01% of the 13F portfolio, value $33,168,930.
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: 142,290 shares
- Brandywine Global Investment Management, LLC: 248,332 shares
- Clearbridge Investments, LLC: 314,200 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 756,151 shares
Change vs previous 13F -93,072 shares
0.01% of the 13F portfolio, value $32,854,747.
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: 73,073 shares
- Brandywine Global Investment Management, LLC: 258,032 shares
- Clearbridge Investments, LLC: 425,046 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 849,223 shares
Change vs previous 13F -15,531 shares
0.01% of the 13F portfolio, value $37,815,895.
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: 62,955 shares
- Brandywine Global Investment Management, LLC: 268,156 shares
- Clearbridge Investments, LLC: 518,112 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 864,754 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $37,532,355.
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: 65,697 shares
- Brandywine Global Investment Management, LLC: 280,480 shares
- Clearbridge Investments, LLC: 518,577 shares
Acceptance time not in the bulk data set (spec §4.2).