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Disclosery

Franklin Resources: UTI position timeline

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

Franklin Resources held 617,930 UTI 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 617,930 shares
    Change vs previous 13F +4,210 shares

    <0.01% of the 13F portfolio, value $26,428,855.

    13F-HR 0001348883-26-000018 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 11,804 shares
    • Clearbridge Investments, LLC: 606,126 shares

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

  2. period ended2026-03-31
    13F 613,720 shares
    Change vs previous 13F +58,147 shares

    <0.01% of the 13F portfolio, value $22,155,297.

    13F-HR 0001348883-26-000011 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 11,376 shares
    • Clearbridge Investments, LLC: 602,344 shares

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

  3. period ended2025-12-31
    13F 555,573 shares
    Change vs previous 13F +170,435 shares

    0.01% of the 13F portfolio, value $14,517,124.

    13F-HR 0001348883-26-000001 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 0 shares
    • Clearbridge Investments, LLC: 555,573 shares

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

  4. period ended2025-09-30
    13F 385,138 shares
    Change vs previous 13F -18,094 shares

    <0.01% of the 13F portfolio, value $12,536,250.

    13F-HR 0001348883-25-000015 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 22,582 shares
    • Clearbridge Investments, LLC: 362,556 shares

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

  5. period ended2025-06-30
    13F 403,232 shares
    Change vs previous 13F +403,232 shares

    <0.01% of the 13F portfolio, value $13,665,548.

    13F-HR 0001348883-25-000013 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 21,289 shares
    • Clearbridge Investments, LLC: 381,943 shares

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

  6. period ended2024-09-30
    13F/A 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.