Franklin Resources: UL position timeline

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

Franklin Resources held 4,284,225 UL 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 4,284,225 shares
Change vs previous 13F -1,515,819 shares
0.04% of the 13F portfolio, value $257,567,581.
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: 148,396 shares
- Clearbridge Investments, LLC: 4,135,829 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 5,800,044 shares
Change vs previous 13F -81,658 shares
0.06% of the 13F portfolio, value $330,428,501.
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
- FRANKLIN RESOURCES INC: 163,981 shares
- Clearbridge Investments, LLC: 5,636,063 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 5,881,702 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $384,663,291.
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: 357,846 shares
- Clearbridge Investments, LLC: 5,523,856 shares
Acceptance time not in the bulk data set (spec §4.2).