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Franklin Resources: PEP position timeline

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

Franklin Resources held 12,776,695 PEP 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 12,776,695 shares
    Change vs previous 13F +164,735 shares

    0.3% of the 13F portfolio, value $1,729,964,376.

    13F-HR 0000038777-26-000222 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 12,328,717 shares
    • Clearbridge Investments, LLC: 447,978 shares

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

  2. period ended2026-03-31
    13F 12,611,960 shares
    Change vs previous 13F -3,461,669 shares

    0.37% of the 13F portfolio, value $1,958,510,936.

    13F-HR 0000038777-26-000124 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 12,113,736 shares
    • Clearbridge Investments, LLC: 498,224 shares

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

  3. period ended2025-12-31
    13F 16,073,629 shares
    Change vs previous 13F -752,661 shares

    0.42% of the 13F portfolio, value $2,306,886,581.

    13F-HR 0000038777-26-000055 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 14,129,784 shares
    • Brandywine Global Investment Management, LLC: 1,391,861 shares
    • Clearbridge Investments, LLC: 551,984 shares

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

  4. period ended2025-09-30
    13F 16,826,290 shares
    Change vs previous 13F -353,930 shares

    0.43% of the 13F portfolio, value $2,363,084,256.

    13F-HR 0000038777-25-000239 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 15,060,657 shares
    • Brandywine Global Investment Management, LLC: 977,468 shares
    • Clearbridge Investments, LLC: 788,165 shares

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

  5. period ended2025-06-30
    13F 17,180,220 shares
    Change vs previous 13F +774,759 shares

    0.44% of the 13F portfolio, value $2,268,476,250.

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

    • FRANKLIN RESOURCES INC: 15,577,073 shares
    • Brandywine Global Investment Management, LLC: 799,496 shares
    • Clearbridge Investments, LLC: 803,651 shares

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

  6. period ended2025-03-31
    13F 16,405,461 shares
    Change vs previous 13F +610,618 shares

    0.52% of the 13F portfolio, value $2,459,834,925.

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

    • FRANKLIN RESOURCES INC: 13,035,618 shares
    • Brandywine Global Investment Management, LLC: 524,413 shares
    • Clearbridge Investments, LLC: 2,845,430 shares

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

  7. period ended2024-12-31
    13F 15,794,843 shares
    Change vs previous 13F +1,390,847 shares

    0.49% of the 13F portfolio, value $2,401,763,696.

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

    • FRANKLIN RESOURCES INC: 13,748,403 shares
    • Brandywine Global Investment Management, LLC: 291,341 shares
    • Clearbridge Investments, LLC: 1,755,099 shares

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

  8. period ended2024-09-30
    13F/A 14,403,996 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $2,528,174,062.

    13F-HR/A 0000038777-24-000215 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 13,021,316 shares
    • Clearbridge Investments, LLC: 1,382,680 shares

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