Franklin Resources: XYZ position timeline

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

Franklin Resources held 2,165,476 XYZ 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 2,165,476 shares
Change vs previous 13F +5,456 shares
0.03% of the 13F portfolio, value $164,576,188.
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: 313,908 shares
- Clearbridge Investments, LLC: 1,851,568 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 2,160,020 shares
Change vs previous 13F +384,008 shares
0.02% of the 13F portfolio, value $129,990,026.
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: 337,261 shares
- Clearbridge Investments, LLC: 1,822,759 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,776,012 shares
Change vs previous 13F +155,068 shares
0.02% of the 13F portfolio, value $115,600,638.
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: 108,467 shares
- Brandywine Global Investment Management, LLC: 189,650 shares
- Clearbridge Investments, LLC: 1,477,895 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,620,944 shares
Change vs previous 13F -1,086,862 shares
0.02% of the 13F portfolio, value $117,145,645.
13F-HR 0001348883-25-000015 filed by Clearbridge Investments, LLC
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- FRANKLIN RESOURCES INC: 70,790 shares
- Clearbridge Investments, LLC: 1,550,154 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 2,707,806 shares
Change vs previous 13F -1,142,908 shares
0.04% of the 13F portfolio, value $183,941,259.
13F-HR 0001348883-25-000013 filed by Clearbridge Investments, LLC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- FRANKLIN RESOURCES INC: 943,814 shares
- Clearbridge Investments, LLC: 1,763,992 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 3,850,714 shares
Change vs previous 13F -797,336 shares
0.05% of the 13F portfolio, value $209,209,269.
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: 2,176,786 shares
- Clearbridge Investments, LLC: 1,673,928 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 4,648,050 shares
Change vs previous 13F +411,603 shares
0.08% of the 13F portfolio, value $395,037,781.
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
- FRANKLIN RESOURCES INC: 2,908,868 shares
- Clearbridge Investments, LLC: 1,739,182 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F/A 4,236,447 shares
Change vs previous 13F not available
0.06% of the 13F portfolio, value $295,290,880.
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: 2,411,112 shares
- Clearbridge Investments, LLC: 1,825,335 shares
Acceptance time not in the bulk data set (spec §4.2).