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Franklin Resources: XP position timeline

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

Franklin Resources held 4,470,393 XP 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 4,470,393 shares
    Change vs previous 13F +1,455,097 shares

    0.02% of the 13F portfolio, value $72,688,590.

    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 3,015,296 shares
    Change vs previous 13F +170,550 shares

    0.01% of the 13F portfolio, value $57,411,236.

    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 2,844,746 shares
    Change vs previous 13F +366,721 shares

    0.01% of the 13F portfolio, value $46,568,493.

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

    • FRANKLIN RESOURCES INC: 2,734,137 shares
    • Brandywine Global Investment Management, LLC: 110,609 shares

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

  4. period ended2025-09-30
    13F 2,478,025 shares
    Change vs previous 13F -165,611 shares

    0.01% of the 13F portfolio, value $46,562,089.

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

    • FRANKLIN RESOURCES INC: 2,478,025 shares
    • Brandywine Global Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 2,643,636 shares
    Change vs previous 13F -498,777 shares

    0.01% of the 13F portfolio, value $53,401,447.

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

    • FRANKLIN RESOURCES INC: 2,488,466 shares
    • Brandywine Global Investment Management, LLC: 155,170 shares

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

  6. period ended2025-03-31
    13F 3,142,413 shares
    Change vs previous 13F +3,179 shares

    0.01% of the 13F portfolio, value $43,208,179.

    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 3,139,234 shares
    Change vs previous 13F +3,021,983 shares

    0.01% of the 13F portfolio, value $37,199,923.

    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 117,251 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,111,690.

    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).