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Franklin Resources: SU position timeline

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

Franklin Resources held 4,152,279 SU 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 4,152,279 shares
    Change vs previous 13F +156,331 shares

    0.05% of the 13F portfolio, value $223,117,048.

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

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

  2. period ended2026-03-31
    13F 3,995,948 shares
    Change vs previous 13F -755,773 shares

    0.06% of the 13F portfolio, value $264,318,134.

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

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

  3. period ended2025-12-31
    13F 4,751,721 shares
    Change vs previous 13F -285,250 shares

    0.05% of the 13F portfolio, value $210,880,135.

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

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

  4. period ended2025-09-30
    13F 5,036,971 shares
    Change vs previous 13F +57,662 shares

    0.05% of the 13F portfolio, value $210,700,178.

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

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

  5. period ended2025-06-30
    13F 4,979,309 shares
    Change vs previous 13F +685,672 shares

    0.05% of the 13F portfolio, value $186,593,438.

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

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

  6. period ended2025-03-31
    13F 4,293,637 shares
    Change vs previous 13F +1,035,338 shares

    0.05% of the 13F portfolio, value $166,268,187.

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

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

  7. period ended2024-12-31
    13F 3,258,299 shares
    Change vs previous 13F -361,055 shares

    0.03% of the 13F portfolio, value $116,207,304.

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

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

  8. period ended2024-09-30
    13F/A 3,619,354 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $146,948,278.

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

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