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, Q2 2021
Institutional positions in Franklin Templeton Inc as of Jun 30, 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
- 576
- +29 vs. Q1 2021
- Shares held
- 224.8M
- +798.6K (+0.4%) vs. Q1 2021
- Total value
- $7.19B
- +$559.7M (+8.4%) vs. Q1 2021
- New holders
- 74
- 207 more added
- Sold out
- 45
- 191 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 669 | $9.06B |
| Q1 2026 | 611 | $6.81B |
| Q4 2025 | 576 | $6.60B |
| Q3 2025 | 591 | $6.22B |
| Q2 2025 | 567 | $6.77B |
| Q1 2025 | 563 | $5.46B |
| Q4 2024 | 566 | $5.59B |
| Q3 2024 | 558 | $5.37B |
| Q2 2024 | 581 | $5.73B |
| Q1 2024 | 595 | $7.40B |
| Q4 2023 | 565 | $6.50B |
| Q3 2023 | 537 | $5.45B |
| Q2 2023 | 535 | $6.25B |
| Q1 2023 | 558 | $6.33B |
| Q4 2022 | 555 | $6.29B |
| Q3 2022 | 528 | $4.94B |
| Q2 2022 | 542 | $5.28B |
| Q1 2022 | 577 | $6.16B |
| Q4 2021 | 582 | $7.26B |
| Q3 2021 | 540 | $6.56B |
| Q2 2021 | 576 | $7.19B |
| Q1 2021 | 549 | $6.68B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Franklin Templeton Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bartlett & Co. LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $95 | 0.00% | – | New |
| Bartlett & Co. Wealth Management LLC | 11 | $355 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 43 | $1.00K | 0.00% | −23−34.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 20 | $1.00K | 0.00% | −24−54.5% | Reduced |
| Charter Oak Capital Management, LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 16 | $1.00K | 0.00% | +16 | New |
| PNC Managed Account Solutions, Inc. | 33 | $1.00K | 0.00% | +33 | New |
| Raffa Wealth Management, LLC | 43 | $1.38K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 66 | $2.00K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 74 | $2.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 60 | $2.00K | 0.00% | +60 | New |
| Global Retirement Partners, LLC | 107 | $3.00K | 0.00% | −159−59.8% | Reduced |
| McIlrath & Eck, LLC | 100 | $3.00K | 0.00% | −50−33.3% | Reduced |
| Reilly Financial Advisors, LLC | 108 | $3.00K | 0.00% | −1−0.9% | Reduced |
| TCI Wealth Advisors, Inc. | 94 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 98 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 94 | $3.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 106 | $3.00K | 0.00% | +106 | New |
| Evoke Wealth, LLC | 125 | $4.00K | 0.00% | −117−48.3% | Reduced |
| Bedel Financial Consulting, Inc. | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 116 | $4.00K | 0.00% | −20−14.7% | Reduced |
| First Horizon Corp | 147 | $4.00K | 0.00% | +32+27.8% | Added |
| Savior LLC | 110 | $4.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 100 | $4.00K | 0.00% | +100 | New |
| Newbridge Financial Services Group, Inc. | 117 | $4.00K | 0.00% | +117 | New |
| Patriot Financial Group Insurance Agency, LLC | 161 | $5.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 144 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 158 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 164 | $5.00K | 0.00% | +21+14.7% | Added |
| Corbenic Partners LLC | 165 | $5.00K | 0.00% | +165 | New |
| Bellwether Advisors, LLC | 182 | $5.00K | 0.00% | +182 | New |
| Howe & Rusling Inc | 199 | $6.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 191 | $6.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 174 | $6.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 214 | $6.00K | 0.00% | +21+10.9% | Added |
| Massmutual Trust Co FSB | 172 | $6.00K | 0.00% | +37+27.4% | Added |
| City Holding Co | 210 | $7.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 210 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 228 | $7.00K | 0.00% | +72+46.2% | Added |
| Altshuler Shaham Ltd | 202 | $7.00K | 0.00% | +202 | New |
| Baystate Wealth Management LLC | 236 | $8.00K | 0.00% | +170+257.6% | Added |
| Wealth Quarterback LLC | 237 | $8.00K | 0.00% | +237 | New |
| Key Financial Inc | 291 | $9.00K | 0.01% | +291 | New |
| Highlander Capital Management, LLC | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 319 | $10.0K | 0.00% | +3+0.9% | Added |
| Piscataqua Savings Bank | 300 | $10.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 328 | $10.0K | 0.00% | +328 | New |
| Harbor Investment Advisory, LLC | 403 | $13.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 422 | $13.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 430 | $14.0K | 0.00% | +325+309.5% | Added |
| Front Row Advisors LLC | 500 | $15.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 484 | $15.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 514 | $16.0K | 0.01% | +514 | New |
| Brewin Dolphin Ltd | 525 | $16.8K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 558 | $18.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 559 | $18.0K | 0.01% | +30+5.7% | Added |
| Sandy Spring Bank | 600 | $19.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 600 | $19.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 623 | $20.0K | 0.00% | −1−0.2% | Reduced |
| Red Cedar Capital, LLC | 670 | $21.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 643 | $21.0K | 0.00% | −9−1.4% | Reduced |
| Parkside Financial Bank & Trust | 699 | $22.0K | 0.01% | −13−1.8% | Reduced |
| CWM, LLC | 750 | $24.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 761 | $24.0K | 0.00% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 764 | $24.0K | 0.00% | +4+0.5% | Added |
| CoreFirst Bank & Trust | 750 | $24.0K | 0.02% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 891 | $26.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 847 | $27.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 886 | $28.0K | 0.00% | +203+29.7% | Added |
| Ogorek Anthony Joseph | 1,000 | $31.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 991 | $32.0K | 0.00% | −5−0.5% | Reduced |
| Global Trust Asset Management, LLC | 1,097 | $35.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,179 | $38.0K | 0.00% | −513−30.3% | Reduced |
| AdvisorNet Financial, Inc | 1,206 | $39.0K | 0.00% | −94−7.2% | Reduced |
| Quadrant Capital Group LLC | 1,208 | $39.0K | 0.01% | +19+1.6% | Added |
| Tobam | 1,242 | $40.0K | 0.00% | +1,242 | New |
| Federated Hermes, Inc. | 1,351 | $43.0K | 0.00% | −34−2.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,375 | $44.0K | 0.00% | −59−4.1% | Reduced |
| Private Ocean, LLC | 1,405 | $45.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,505 | $48.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 1,571 | $50.0K | 0.01% | +58+3.8% | Added |
| Clearview Wealth Advisors LLC | 1,636 | $52.0K | 0.03% | −62−3.7% | Reduced |
| TD Private Client Wealth LLC | 1,666 | $53.3K | 0.00% | −61−3.5% | Reduced |
| Investors Research Corp | 1,700 | $54.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 1,761 | $57.0K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 1,815 | $58.0K | 0.02% | +1,300+252.4% | Added |
| Harbour Investments, Inc. | 1,883 | $60.0K | 0.00% | +19+1.0% | Added |
| Elmwood Wealth Management, Inc. | 2,075 | $66.0K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 2,065 | $66.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,065 | $66.1K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,100 | $68.0K | 0.00% | +64+3.1% | Added |
| Central Trust Co | 2,364 | $75.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,334 | $75.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 2,400 | $77.0K | 0.03% | 00.0% | Unchanged |