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, Q3 2021
Institutional positions in Franklin Templeton Inc as of Sep 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
- 540
- −27 vs. Q2 2021
- Shares held
- 220.5M
- −4.14M (−1.8%) vs. Q2 2021
- Total value
- $6.56B
- −$628.6M (−8.7%) vs. Q2 2021
- New holders
- 40
- 202 more added
- Sold out
- 67
- 192 more reduced
9 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Franklin Templeton Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bartlett & Co. LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 12 | $0 | 0.00% | +12 | New |
| WestEnd Advisors, LLC | – | $89 | 0.00% | – | – |
| Bartlett & Co. Wealth Management LLC | 11 | $330 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 58 | $1.00K | 0.00% | +8+16.0% | Added |
| Gemmer Asset Management LLC | 20 | $1.00K | 0.00% | +4+25.0% | Added |
| Versant Capital Management, Inc | 29 | $1.00K | 0.00% | +9+45.0% | Added |
| Charter Oak Capital Management, LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 28 | $1.00K | 0.00% | +28 | New |
| Bell Investment Advisors, Inc | 36 | $1.00K | 0.00% | +36 | New |
| Raffa Wealth Management, LLC | 43 | $1.28K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 72 | $2.00K | 0.00% | −35−32.7% | Reduced |
| Creative Financial Designs Inc | 66 | $2.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 118 | $3.00K | 0.00% | −7−5.6% | Reduced |
| Reilly Financial Advisors, LLC | 108 | $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 |
| McIlrath & Eck, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 99 | $3.00K | 0.00% | +99 | New |
| Sonora Investment Management, LLC | 108 | $3.00K | 0.00% | +108 | New |
| Fieldpoint Private Securities, LLC | 117 | $3.00K | 0.00% | +117 | New |
| Massmutual Trust Co FSB | 135 | $4.00K | 0.00% | −37−21.5% | Reduced |
| Carroll Financial Associates, Inc. | 158 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 146 | $4.00K | 0.00% | +46+46.0% | Added |
| Capstone Investment Advisors, LLC | 120 | $4.00K | 0.00% | +120 | New |
| First Horizon Advisors, Inc. | 147 | $4.00K | 0.00% | +147 | New |
| Wealth Quarterback LLC | 3,858 | $5.00K | 0.00% | +3,621+1,527.8% | Added |
| Farmers & Merchants Investments Inc | 156 | $5.00K | 0.00% | −72−31.6% | Reduced |
| Earnest Partners LLC | 174 | $5.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 166 | $5.00K | 0.00% | +2+1.2% | Added |
| City Holding Co | 210 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 210 | $6.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 199 | $6.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 218 | $6.00K | 0.00% | +4+1.9% | Added |
| Column Capital Advisors, LLC | 200 | $6.00K | 0.00% | +200 | New |
| US Asset Management LLC | 210 | $6.00K | 0.01% | +210 | New |
| Baystate Wealth Management LLC | 238 | $7.00K | 0.00% | +2+0.8% | Added |
| TCI Wealth Advisors, Inc. | 224 | $7.00K | 0.00% | +130+138.3% | Added |
| SRS Capital Advisors, Inc. | 231 | $7.00K | 0.00% | +125+117.9% | Added |
| Meridian Wealth Partners, LLC | 225 | $7.00K | 0.00% | +225 | New |
| Highlander Capital Management, LLC | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 300 | $9.00K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 291 | $9.00K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 304 | $9.00K | 0.00% | +143+88.8% | Added |
| AdvisorNet Financial, Inc | 322 | $10.0K | 0.00% | −884−73.3% | Reduced |
| Focused Wealth Management, Inc | 322 | $10.0K | 0.00% | +3+0.9% | Added |
| Eagle Bay Advisors LLC | 328 | $10.0K | 0.01% | +228+228.0% | Added |
| Brewin Dolphin Ltd | 360 | $10.7K | 0.00% | −165−31.4% | Reduced |
| Harbor Investment Advisory, LLC | 403 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 422 | $13.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 484 | $14.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 514 | $15.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 500 | $15.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 512 | $15.0K | 0.00% | +184+56.1% | Added |
| First Personal Financial Services | 506 | $15.0K | 0.00% | +506 | New |
| FourThought Financial, LLC | 600 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 600 | $18.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 611 | $18.0K | 0.00% | +597+4,264.3% | Added |
| Achmea Investment Management B.V. | 636 | $19.0K | 0.00% | −29,677−97.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 656 | $19.0K | 0.00% | −3,150−82.8% | Reduced |
| Private Capital Group, LLC | 638 | $19.0K | 0.00% | −5−0.8% | Reduced |
| Zions Bancorporation, N.A. | 623 | $19.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 645 | $19.0K | 0.01% | +86+15.4% | Added |
| Parkside Financial Bank & Trust | 690 | $20.0K | 0.01% | −9−1.3% | Reduced |
| Red Cedar Capital, LLC | 670 | $20.0K | 0.01% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 703 | $21.0K | 0.00% | −40,883−98.3% | Reduced |
| CoreFirst Bank & Trust | 750 | $22.0K | 0.02% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 761 | $23.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 847 | $25.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 991 | $29.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 1,011 | $30.0K | 0.00% | +125+14.1% | Added |
| Global Trust Asset Management, LLC | 1,097 | $33.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 1,242 | $37.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,243 | $37.0K | 0.01% | +35+2.9% | Added |
| Systematic Alpha Investments, LLC | 1,200 | $38.0K | 0.00% | +1,200 | New |
| TD Private Client Wealth LLC | 1,312 | $39.0K | 0.00% | −354−21.2% | Reduced |
| Federated Hermes, Inc. | 1,323 | $39.0K | 0.00% | −28−2.1% | Reduced |
| Private Ocean, LLC | 1,405 | $42.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,505 | $45.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1,700 | $51.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 1,761 | $53.0K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 1,876 | $56.0K | 0.00% | −18,285−90.7% | Reduced |
| Berman Capital Advisors, LLC | 1,898 | $56.0K | 0.01% | +327+20.8% | Added |
| Northwestern Mutual Wealth Management Co | 1,875 | $56.0K | 0.00% | +696+59.0% | Added |
| Spire Wealth Management | 2,065 | $61.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,065 | $61.4K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 2,144 | $64.0K | 0.00% | −220−9.3% | Reduced |
| Sentry Investment Management LLC | 2,320 | $69.0K | 0.02% | −339−12.7% | Reduced |
| NVWM, LLC | 2,400 | $71.0K | 0.03% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 2,389 | $71.0K | 0.04% | +753+46.0% | Added |
| Caldwell Trust Co | 2,538 | $75.4K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,604 | $77.0K | 0.00% | +721+38.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,642 | $78.5K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,766 | $82.0K | 0.00% | +64+2.4% | Added |
| State of Wyoming | 2,748 | $82.0K | 0.05% | +2,748 | New |
| Captrust Financial Advisors | 2,845 | $85.0K | 0.00% | +745+35.5% | Added |