Franklin Resources: SPY position timeline

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

Franklin Resources held 951,658 SPY 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 951,658 shares
Change vs previous 13F -38,290 shares
0.12% of the 13F portfolio, value $710,669,787.
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: 948,102 shares
- Clearbridge Investments, LLC: 3,556 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 989,948 shares
Change vs previous 13F -31,105 shares
0.12% of the 13F portfolio, value $643,802,781.
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: 985,588 shares
- Clearbridge Investments, LLC: 4,360 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,021,053 shares
Change vs previous 13F +184,866 shares
0.13% of the 13F portfolio, value $696,276,461.
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: 944,510 shares
- Clearbridge Investments, LLC: 76,543 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 836,187 shares
Change vs previous 13F -21,264 shares
0.1% of the 13F portfolio, value $557,051,054.
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: 831,754 shares
- Clearbridge Investments, LLC: 4,433 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 857,451 shares
Change vs previous 13F +51,674 shares
0.11% of the 13F portfolio, value $529,776,100.
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: 847,450 shares
- Clearbridge Investments, LLC: 10,001 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 805,777 shares
Change vs previous 13F +194,735 shares
0.1% of the 13F portfolio, value $450,743,597.
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: 795,108 shares
- Clearbridge Investments, LLC: 10,669 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 611,042 shares
Change vs previous 13F +14,509 shares
0.07% of the 13F portfolio, value $358,119,496.
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: 547,630 shares
- Clearbridge Investments, LLC: 63,412 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 596,533 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $348,857,009.
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: 589,253 shares
- Clearbridge Investments, LLC: 7,280 shares
Acceptance time not in the bulk data set (spec §4.2).