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Franklin Templeton Inc

BEN
Exchange
NYSE
Industry
Investment Advice
SEC CIK
0000038777

No open-market purchases or sales by Franklin Templeton Inc insiders were filed in the last 90 days; 669 institutions reported holding it in 13F filings for Q2 2026, worth $9.06B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Franklin Templeton Inc as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
549
No complete 13F data for Q4 2020
Shares held
225.5M
No complete 13F data for Q4 2020
Total value
$6.68B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting BEN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 549 institutions
Q1 2021: 549 institutionsQ2 2021: 576 institutionsQ3 2021: 540 institutionsQ4 2021: 582 institutionsQ1 2022: 577 institutionsQ2 2022: 542 institutionsQ3 2022: 528 institutionsQ4 2022: 555 institutionsQ1 2023: 558 institutionsQ2 2023: 535 institutionsQ3 2023: 537 institutionsQ4 2023: 565 institutionsQ1 2024: 595 institutionsQ2 2024: 581 institutionsQ3 2024: 558 institutionsQ4 2024: 566 institutionsQ1 2025: 563 institutionsQ2 2025: 567 institutionsQ3 2025: 591 institutionsQ4 2025: 576 institutionsQ1 2026: 611 institutionsQ2 2026: 669 institutions
Value heldQ1 2021: $6.68B
Q1 2021: $6.68BQ2 2021: $7.19BQ3 2021: $6.56BQ4 2021: $7.26BQ1 2022: $6.16BQ2 2022: $5.28BQ3 2022: $4.94BQ4 2022: $6.29BQ1 2023: $6.33BQ2 2023: $6.25BQ3 2023: $5.45BQ4 2023: $6.50BQ1 2024: $7.40BQ2 2024: $5.73BQ3 2024: $5.37BQ4 2024: $5.59BQ1 2025: $5.46BQ2 2025: $6.77BQ3 2025: $6.22BQ4 2025: $6.60BQ1 2026: $6.81BQ2 2026: $9.06B
Institutions holding BEN and their total value by quarter
QuarterHoldersValue
Q2 2026669$9.06B
Q1 2026611$6.81B
Q4 2025576$6.60B
Q3 2025591$6.22B
Q2 2025567$6.77B
Q1 2025563$5.46B
Q4 2024566$5.59B
Q3 2024558$5.37B
Q2 2024581$5.73B
Q1 2024595$7.40B
Q4 2023565$6.50B
Q3 2023537$5.45B
Q2 2023535$6.25B
Q1 2023558$6.33B
Q4 2022555$6.29B
Q3 2022528$4.94B
Q2 2022542$5.28B
Q1 2022577$6.16B
Q4 2021582$7.26B
Q3 2021540$6.56B
Q2 2021576$7.19B
Q1 2021549$6.68B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Franklin Templeton Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding BEN in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Gradient Investments LLC1$00.00%––
Bartlett & Co. LLC11$00.00%––
MPS Loria Financial Planners, LLC19$00.00%––
Prestige Wealth Management Group LLC14$00.00%––
Bartlett & Co. Wealth Management LLC11$3290.00%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC50$1.00K0.00%––
NEXT Financial Group, Inc28$1.00K0.00%––
Versant Capital Management, Inc44$1.00K0.00%––
Charter Oak Capital Management, LLC22$1.00K0.00%––
TFC Financial Management31$1.00K0.00%––
Activest Wealth Management25$1.00K0.00%––
Raffa Wealth Management, LLC43$1.27K0.00%––
Creative Financial Designs Inc66$2.00K0.00%––
San Francisco Sentry Investment Group (Ca)74$2.00K0.00%––
Baystate Wealth Management LLC66$2.00K0.00%––
Ellevest, Inc.66$2.00K0.00%––
First Horizon Corp115$3.00K0.00%––
Reilly Financial Advisors, LLC109$3.00K0.00%––
TCI Wealth Advisors, Inc.94$3.00K0.00%––
Tarbox Family Office, Inc.98$3.00K0.00%––
BerganKDV Wealth Management, LLC94$3.00K0.00%––
Syverson Strege & Co100$3.00K0.00%––
Savior LLC110$3.00K0.00%––
CVA Family Office, LLC105$3.00K0.00%––
Adirondack Trust Co150$4.00K0.00%––
Massmutual Trust Co FSB135$4.00K0.00%––
Johnson Financial Group, Inc.144$4.00K0.00%––
Carroll Financial Associates, Inc.158$4.00K0.00%––
Glassman Wealth Services143$4.00K0.00%––
Wealthcare Advisory Partners LLC139$4.00K0.00%––
McIlrath & Eck, LLC150$4.00K0.00%––
Bedel Financial Consulting, Inc.120$4.00K0.00%––
Concord Wealth Partners136$4.00K0.00%––
Earnest Partners LLC174$5.00K0.00%––
Farmers & Merchants Investments Inc156$5.00K0.00%––
Patriot Financial Group Insurance Agency, LLC161$5.00K0.00%––
SOA Wealth Advisors, LLC.193$5.00K0.00%––
City Holding Co210$6.00K0.00%––
Howe & Rusling Inc199$6.00K0.00%––
Enterprise Financial Services Corp191$6.00K0.00%––
Evolution Wealth Advisors, LLC210$6.00K0.00%––
Meridian Wealth Partners, LLC208$6.00K0.00%––
Evoke Wealth, LLC242$7.00K0.00%––
Global Retirement Partners, LLC266$8.00K0.00%––
Highlander Capital Management, LLC300$9.00K0.00%––
Focused Wealth Management, Inc316$9.00K0.00%––
Valeo Financial Advisors, LLC300$9.00K0.00%––
Piscataqua Savings Bank300$9.00K0.01%––
Stonebridge Capital Advisors LLC339$10.0K0.00%––
Assetmark, Inc400$12.0K0.00%––
Harbor Investment Advisory, LLC403$12.0K0.00%––
Lindbrook Capital, LLC422$12.0K0.00%––
Smithfield Trust Co484$14.0K0.00%––
Whittier Trust Co500$15.0K0.00%––
West Oak Capital, LLC515$15.0K0.01%––
Front Row Advisors LLC500$15.0K0.01%––
Brewin Dolphin Ltd525$15.5K0.00%––
JJJ Advisors Inc.529$16.0K0.01%––
Loomis Sayles & Co L P558$17.0K0.00%––
Providence Capital Advisors, LLC580$17.0K0.01%––
FourThought Financial, LLC600$17.0K0.00%––
Sandy Spring Bank600$18.0K0.00%––
Zions Bancorporation, N.A.624$18.0K0.00%––
Private Capital Group, LLC652$19.0K0.00%––
Red Cedar Capital, LLC670$20.0K0.01%––
CX Institutional683$20.0K0.00%––
Parkside Financial Bank & Trust712$21.0K0.01%––
Artemis Wealth Advisors, LLC760$22.0K0.00%––
CoreFirst Bank & Trust750$22.0K0.02%––
Trustcore Financial Services, LLC761$23.0K0.00%––
CWM, LLC750$24.0K0.00%––
Baldwin Brothers Inc847$25.0K0.00%––
SkyView Investment Advisors, LLC891$26.0K0.01%––
Ogorek Anthony Joseph1,000$29.0K0.01%––
Manchester Capital Management LLC996$29.0K0.00%––
Global Trust Asset Management, LLC1,097$32.0K0.02%––
International Assets Investment Management, LLC1,304$33.0K0.00%––
Quadrant Capital Group LLC1,189$35.0K0.01%––
First National Bank of South Miami1,245$37.0K0.03%––
AdvisorNet Financial, Inc1,300$38.0K0.00%––
Federated Hermes, Inc.1,385$41.0K0.00%––
O'Shaughnessy Asset Management, LLC1,434$42.0K0.00%––
Private Ocean, LLC1,405$42.0K0.01%––
Berman Capital Advisors, LLC1,513$44.0K0.01%––
Eudaimonia Partners, LLC1,467$44.0K0.01%––
Washington Trust Co1,505$45.0K0.00%––
Accel Wealth Management1,600$47.0K0.04%––
Northwestern Mutual Wealth Management Co1,692$49.0K0.00%––
Investors Research Corp1,700$50.0K0.02%––
Clearview Wealth Advisors LLC1,698$50.0K0.03%––
TD Private Client Wealth LLC1,727$51.1K0.00%––
Proequities, Inc.1,761$53.0K0.00%––
Harbour Investments, Inc.1,864$55.0K0.00%––
Captrust Financial Advisors2,036$61.0K0.00%––
Elmwood Wealth Management, Inc.2,075$61.0K0.04%––
Spire Wealth Management2,065$61.0K0.00%––
Anchor Investment Management, LLC2,065$61.1K0.01%––
Jones Financial Companies LLLP2,294$68.0K0.00%––
Benjamin F. Edwards & Company, Inc.2,334$69.0K0.00%––
Central Trust Co2,364$70.0K0.00%––