SEC 13F Intelligence

MUTHXFRANKLIN MUTUAL SHARES FUND CLASS Z

CUSIP 628380107 · Yahoo Finance ↗ · Google Finance ↗

Franklin Mutual Shares Fund Class Z (MUTHX) has 3 institutional holders in Filings Flow’s 13F database, together reporting 20.1K shares worth $509,843 as of Q1 2026. The largest reported holders are Mcilrath & Eck, LLC, Arvest Bank Trust Division, and Kelleher Financial Advisors.

Institutional Holders
3
Q1 2026
Reported Value
$509,843
Ticker
MUTHX
Quarters Tracked
7

Ownership Trend

Institutional holders
Q4 ’18: 1Q4 ’18Q1 ’19: 2Q1 ’19Q2 ’19: 2Q2 ’19Q3 ’19: 3Q3 ’19Q4 ’21: 1Q4 ’21Q4 ’25: 2Q4 ’25Q1 ’26: 3Q1 ’26filingsflow.com
Total reported value
Q4 ’18: $3,000Q4 ’18Q1 ’19: $1MQ1 ’19Q2 ’19: $665,000Q2 ’19Q3 ’19: $804,000Q3 ’19Q4 ’21: $246,000Q4 ’21Q4 ’25: $258,235Q4 ’25Q1 ’26: $509,843Q1 ’26filingsflow.com

Holders

Manager% of PortfolioValueSharesQuarter
McIlrath & Eck, LLC$1.3B AUM0.02%$257,39310.2KQ1 2026
Arvest Bank Trust Division$1.8B AUM0.01%$219,1928.7KQ1 2026
KELLEHER FINANCIAL ADVISORS$395M AUM0.01%$33,2581.3KQ1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.