Franklin Resources: UHAL position timeline

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

Franklin Resources held 10,099 UHAL 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 10,099 shares
Change vs previous 13F +99 shares
<0.01% of the 13F portfolio, value $660,878.
13F-HR 0001348883-26-000018 filed by Clearbridge Investments, LLC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- FRANKLIN RESOURCES INC: 99 shares
- Clearbridge Investments, LLC: 10,000 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 10,000 shares
Change vs previous 13F +3,300 shares
<0.01% of the 13F portfolio, value $477,800.
13F-HR 0001348883-26-000011 filed by Clearbridge Investments, LLC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 6,700 shares
Change vs previous 13F -190,284 shares
<0.01% of the 13F portfolio, value $337,747.
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: 0 shares
- Brandywine Global Investment Management, LLC: 0 shares
- Clearbridge Investments, LLC: 6,700 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 196,984 shares
Change vs previous 13F +175,514 shares
<0.01% of the 13F portfolio, value $6,281,327.
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: 182,757 shares
- Brandywine Global Investment Management, LLC: 9,027 shares
- Clearbridge Investments, LLC: 5,200 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 21,470 shares
Change vs previous 13F -207 shares
<0.01% of the 13F portfolio, value $1,300,223.
13F-HR 0000829108-25-000004 filed by Brandywine Global Investment Management, LLC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- FRANKLIN RESOURCES INC: 7,143 shares
- Brandywine Global Investment Management, LLC: 9,127 shares
- Clearbridge Investments, LLC: 5,200 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 21,677 shares
Change vs previous 13F +5,590 shares
<0.01% of the 13F portfolio, value $1,416,809.
13F-HR 0000829108-25-000003 filed by Brandywine Global Investment Management, LLC
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- FRANKLIN RESOURCES INC: 7,150 shares
- Brandywine Global Investment Management, LLC: 9,327 shares
- Clearbridge Investments, LLC: 5,200 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 16,087 shares
Change vs previous 13F -1,323 shares
<0.01% of the 13F portfolio, value $1,111,451.
13F-HR 0000829108-25-000001 filed by Brandywine Global Investment Management, LLC
Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- FRANKLIN RESOURCES INC: 1,187 shares
- Brandywine Global Investment Management, LLC: 9,700 shares
- Clearbridge Investments, LLC: 5,200 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 17,410 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $1,312,908.
13F-HR 0000829108-24-000008 filed by Brandywine Global Investment Management, LLC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- FRANKLIN RESOURCES INC: 2,000 shares
- Brandywine Global Investment Management, LLC: 10,210 shares
- Clearbridge Investments, LLC: 5,200 shares
Acceptance time not in the bulk data set (spec §4.2).