Franklin Resources: ULTA position timeline

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

Franklin Resources held 848,855 ULTA 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 848,855 shares
Change vs previous 13F +217,644 shares
0.08% of the 13F portfolio, value $382,816,552.
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: 848,855 shares
- Clearbridge Investments, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 631,211 shares
Change vs previous 13F -56,460 shares
0.06% of the 13F portfolio, value $329,940,303.
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: 628,540 shares
- Clearbridge Investments, LLC: 2,671 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 687,671 shares
Change vs previous 13F +32,270 shares
0.08% of the 13F portfolio, value $416,047,829.
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: 647,434 shares
- Brandywine Global Investment Management, LLC: 31,201 shares
- Clearbridge Investments, LLC: 9,036 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 655,401 shares
Change vs previous 13F +43,529 shares
0.09% of the 13F portfolio, value $358,340,498.
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: 626,093 shares
- Brandywine Global Investment Management, LLC: 29,308 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 611,872 shares
Change vs previous 13F +31,323 shares
0.07% of the 13F portfolio, value $286,245,959.
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: 582,635 shares
- Brandywine Global Investment Management, LLC: 29,237 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 580,549 shares
Change vs previous 13F +540,307 shares
0.06% of the 13F portfolio, value $212,794,430.
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: 552,535 shares
- Brandywine Global Investment Management, LLC: 28,014 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 40,242 shares
Change vs previous 13F +4,952 shares
<0.01% of the 13F portfolio, value $17,502,453.
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
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 35,290 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $13,033,304.
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: 35,290 shares
- Brandywine Global Investment Management, LLC: 0 shares
Acceptance time not in the bulk data set (spec §4.2).