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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, 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.

Institutional holdersQ2 2021: 576 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 heldQ2 2021: $7.19B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Franklin Templeton Inc; share changes are against Q1 2021.

Institutions holding BEN in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Creative Planning9,380$300.0K0.00%−5,306−36.1%Reduced
Sigma Planning Corp9,372$300.0K0.01%+1,093+13.2%Added
Altium Wealth Management LLC9,360$299.0K0.02%+9,360New
Aigen Investment Management, LP9,284$297.0K0.05%+9,284New
Geneos Wealth Management Inc.9,150$292.0K0.01%−251−2.7%Reduced
Ropes Wealth Advisors LLC9,000$288.0K0.05%00.0%Unchanged
Integrated Wealth Concepts LLC8,844$283.0K0.01%+8,844New
Knights of Columbus Asset Advisors LLC8,721$279.0K0.03%+8,721New
JustInvest LLC8,664$277.0K0.03%+8,664New
Guinness Asset Management LTD8,616$276.0K0.02%+1,600+22.8%Added
Cigna Investments Inc8,603$275.0K0.02%−1,127−11.6%Reduced
Cutler Group LP8,608$275.0K0.02%+8,608New
Steel Peak Wealth Management LLC8,537$273.0K0.02%−12,423−59.3%Reduced
Dark Forest Capital Management LP8,533$273.0K0.12%+8,533New
B. Metzler seel. Sohn & Co. Holding AG8,481$271.0K0.00%+497+6.2%Added
WealthShield Partners, LLC8,416$269.0K0.04%+1,016+13.7%Added
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH8,372$268.0K0.03%−155−1.8%Reduced
Cooper Financial Group8,341$267.0K0.05%−268−3.1%Reduced
KB Financial Partners, LLC8,357$267.0K0.10%+1,189+16.6%Added
Smith Shellnut Wilson LLC8,298$265.0K0.15%−106−1.3%Reduced
Norinchukin Bank, The8,299$265.0K0.00%−122−1.4%Reduced
Boston Private Wealth LLC8,235$263.0K0.00%−59−0.7%Reduced
IBM Retirement Fund8,193$262.0K0.02%−1,066−11.5%Reduced
Peapack Gladstone Financial Corp8,081$259.0K0.01%+915+12.8%Added
Allworth Financial LP8,075$258.0K0.00%−2,348−22.5%Reduced
AlphaCrest Capital Management LLC7,969$255.0K0.01%−28,959−78.4%Reduced
Neo Ivy Capital Management7,906$253.0K0.26%+7,906New
LVW Advisors, LLC7,882$252.0K0.04%+512+6.9%Added
Ontario Teachers Pension Plan Board7,825$250.0K0.00%−12,715−61.9%Reduced
Versor Investments LP7,818$250.0K0.01%−182−2.3%Reduced
Haverford Trust Co7,800$250.0K0.00%+1,000+14.7%Added
Stonnington Group, LLC8,000$249.0K0.06%−2,200−21.6%Reduced
MML Investors Services, LLC7,596$243.0K0.00%+152+2.0%Added
IFG Advisory, LLC7,475$239.0K0.03%−1,279−14.6%Reduced
Redpoint Investment Management Pty Ltd7,469$239.0K0.02%00.0%Unchanged
Fifth Third Bancorp7,424$237.0K0.00%−119−1.6%Reduced
Avalon Investment & Advisory7,420$237.0K0.01%+7,420New
Kentucky Retirement Systems Insurance Trust Fund7,088$227.0K0.02%−202−2.8%Reduced
Kestra Advisory Services, LLC7,039$225.0K0.00%+7,039New
Salvus Wealth Management, LLC6,858$221.0K0.19%+172+2.6%Added
Evergreen Capital Management LLC6,888$220.0K0.01%+36+0.5%Added
Polar Asset Management Partners Inc.6,727$215.0K0.00%+6,727New
First Citizens Bank & Trust Co6,689$214.0K0.01%+6,689New
Shelton Capital Management6,493$208.0K0.01%+6,493New
Deseret Mutual Benefit Administrators6,497$208.0K0.05%+6,497New
Vident Investment Advisory, LLC6,374$204.0K0.01%−1,472−18.8%Reduced
Tower Research Capital LLC (TRC)6,297$201.0K0.01%−31,749−83.4%Reduced
Polaris Wealth Advisory Group, LLC6,204$200.0K0.01%+6,204New
Lumature Wealth Partners, LLC5,804$186.0K0.08%+3,246+126.9%Added
Vestcor Inc5,088$163.0K0.01%−32−0.6%Reduced
Harvest Fund Management Co., Ltd4,995$161.0K0.02%+2,408+93.1%Added
Livforsakringsbolaget Skandia, Omsesidigt4,963$159.0K0.01%+2,100+73.3%Added
IndexIQ Advisors LLC4,862$156.0K0.01%+137+2.9%Added
Bessemer Group Inc4,834$155.0K0.00%+22+0.5%Added
BBVA USA4,505$144.0K0.01%+4,505New
Fukoku Mutual Life Insurance Co4,400$141.0K0.01%00.0%Unchanged
Parallel Advisors, LLC4,206$135.0K0.01%+74+1.8%Added
Longfellow Investment Management Co LLC4,114$132.0K0.02%−2,152−34.3%Reduced
Federation des caisses Desjardins du Quebec3,964$126.7K0.00%+250+6.7%Added
Steward Partners Investment Advisory, LLC3,806$122.0K0.00%00.0%Unchanged
NuWave Investment Management, LLC3,507$112.0K0.12%+3,507New
Migdal Insurance & Financial Holdings Ltd.3,425$110.0K0.00%+506+17.3%Added
Whittier Trust Co3,335$107.0K0.00%+2,835+567.0%Added
Trust Co of Vermont3,324$106.0K0.01%00.0%Unchanged
IFP Advisors, Inc3,199$102.0K0.00%+581+22.2%Added
FORA Capital, LLC3,180$102.0K0.02%+3,180New
First National Bank of South Miami3,028$97.0K0.07%+1,783+143.2%Added
Sutton Wealth Advisors Inc.2,994$95.8K0.03%00.0%Unchanged
Huntington National Bank2,870$92.0K0.00%−541−15.9%Reduced
Signaturefd, LLC2,702$86.0K0.00%00.0%Unchanged
Sentry Investment Management LLC2,659$85.0K0.02%−495−15.7%Reduced
Van Eck Associates Corp2,655$85.0K0.00%+52+2.0%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main2,642$84.5K0.00%00.0%Unchanged
Caldwell Trust Co2,538$81.2K0.01%00.0%Unchanged
Exos Asset Management LLC2,537$81.0K0.04%+2,537New
NVWM, LLC2,400$77.0K0.03%00.0%Unchanged
Central Trust Co2,364$75.0K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.2,334$75.0K0.00%00.0%Unchanged
Captrust Financial Advisors2,100$68.0K0.00%+64+3.1%Added
Anchor Investment Management, LLC2,065$66.1K0.01%00.0%Unchanged
Elmwood Wealth Management, Inc.2,075$66.0K0.03%00.0%Unchanged
Spire Wealth Management2,065$66.0K0.00%00.0%Unchanged
Harbour Investments, Inc.1,883$60.0K0.00%+19+1.0%Added
West Oak Capital, LLC1,815$58.0K0.02%+1,300+252.4%Added
Proequities, Inc.1,761$57.0K0.00%00.0%Unchanged
Investors Research Corp1,700$54.0K0.02%00.0%Unchanged
TD Private Client Wealth LLC1,666$53.3K0.00%−61−3.5%Reduced
Clearview Wealth Advisors LLC1,636$52.0K0.03%−62−3.7%Reduced
Berman Capital Advisors, LLC1,571$50.0K0.01%+58+3.8%Added
Washington Trust Co1,505$48.0K0.00%00.0%Unchanged
Private Ocean, LLC1,405$45.0K0.01%00.0%Unchanged
O'Shaughnessy Asset Management, LLC1,375$44.0K0.00%−59−4.1%Reduced
Federated Hermes, Inc.1,351$43.0K0.00%−34−2.5%Reduced
Tobam1,242$40.0K0.00%+1,242New
AdvisorNet Financial, Inc1,206$39.0K0.00%−94−7.2%Reduced
Quadrant Capital Group LLC1,208$39.0K0.01%+19+1.6%Added
Northwestern Mutual Wealth Management Co1,179$38.0K0.00%−513−30.3%Reduced
Global Trust Asset Management, LLC1,097$35.0K0.02%00.0%Unchanged
Manchester Capital Management LLC991$32.0K0.00%−5−0.5%Reduced
Ogorek Anthony Joseph1,000$31.0K0.01%00.0%Unchanged