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 |
|---|---|---|---|---|---|
| West Oak Capital, LLC | 2,975 | $88.0K | 0.03% | +1,160+63.9% | Added |
| Sutton Wealth Advisors Inc. | 2,994 | $89.0K | 0.03% | 00.0% | Unchanged |
| Van Eck Associates Corp | 3,092 | $92.0K | 0.00% | +437+16.5% | Added |
| O'Shaughnessy Asset Management, LLC | 3,143 | $93.0K | 0.00% | +1,768+128.6% | Added |
| Leonteq Securities AG | 3,240 | $96.3K | 0.01% | +3,240 | New |
| Whittier Trust Co | 3,335 | $99.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,152 | $100.0K | 0.00% | −47−1.5% | Reduced |
| First National Bank of South Miami | 3,370 | $100.0K | 0.07% | +342+11.3% | Added |
| Parallax Volatility Advisers, L.P. | 3,652 | $109.0K | 0.00% | −7,566−67.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,964 | $117.7K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 4,114 | $123.0K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 4,375 | $130.0K | 0.01% | −4,233−49.2% | Reduced |
| Vestcor Inc | 4,475 | $133.0K | 0.00% | −613−12.0% | Reduced |
| BBVA USA | 4,487 | $133.0K | 0.01% | −18−0.4% | Reduced |
| Parallel Advisors, LLC | 4,719 | $140.0K | 0.01% | +513+12.2% | Added |
| Harvest Fund Management Co., Ltd | 4,995 | $148.0K | 0.03% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,963 | $148.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 5,030 | $149.0K | 0.00% | +2,160+75.3% | Added |
| IndexIQ Advisors LLC | 5,092 | $151.0K | 0.01% | +230+4.7% | Added |
| Fukoku Mutual Life Insurance Co | 5,240 | $156.0K | 0.01% | +840+19.1% | Added |
| Bessemer Group Inc | 6,413 | $191.0K | 0.00% | +1,579+32.7% | Added |
| Haverford Trust Co | 6,800 | $202.0K | 0.00% | −1,000−12.8% | Reduced |
| Evergreen Capital Management LLC | 6,852 | $204.0K | 0.01% | −36−0.5% | Reduced |
| Kestra Advisory Services, LLC | 7,039 | $209.0K | 0.00% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 7,067 | $210.0K | 0.10% | +7,067 | New |
| Shell Asset Management Co | 7,166 | $213.0K | 0.00% | −2,457−25.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 7,263 | $216.0K | 0.02% | +175+2.5% | Added |
| Lumature Wealth Partners, LLC | 7,332 | $218.0K | 0.09% | +1,528+26.3% | Added |
| Allworth Financial LP | 7,354 | $219.0K | 0.00% | −721−8.9% | Reduced |
| Salvus Wealth Management, LLC | 7,390 | $220.0K | 0.18% | +532+7.8% | Added |
| Wolverine Trading, LLC | 7,270 | $221.0K | 0.00% | −12,452−63.1% | Reduced |
| IFG Advisory, LLC | 7,475 | $222.0K | 0.02% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 7,469 | $222.0K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 7,500 | $223.0K | 0.10% | −2,500−25.0% | Reduced |
| Advisors Capital Management, LLC | 7,600 | $226.0K | 0.01% | +7,600 | New |
| MML Investors Services, LLC | 7,725 | $230.0K | 0.00% | +129+1.7% | Added |
| Integrated Wealth Concepts LLC | 7,829 | $233.0K | 0.01% | −1,015−11.5% | Reduced |
| LVW Advisors, LLC | 8,019 | $238.0K | 0.04% | +137+1.7% | Added |
| Integrated Advisors Network LLC | 8,081 | $240.0K | 0.02% | −2,152−21.0% | Reduced |
| IBM Retirement Fund | 8,193 | $243.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 8,223 | $244.0K | 0.00% | +799+10.8% | Added |
| Steel Peak Wealth Management LLC | 8,436 | $251.0K | 0.02% | −101−1.2% | Reduced |
| Smith Shellnut Wilson LLC | 8,442 | $251.0K | 0.15% | +144+1.7% | Added |
| Bridgefront Capital, LLC | 8,438 | $251.0K | 0.26% | +8,438 | New |
| B. Metzler seel. Sohn & Co. Holding AG | 8,481 | $252.0K | 0.00% | 00.0% | Unchanged |
| Cigna Investments Inc | 8,503 | $253.0K | 0.02% | −100−1.2% | Reduced |
| Peapack Gladstone Financial Corp | 8,519 | $253.0K | 0.01% | +438+5.4% | Added |
| Integrated Investment Consultants, LLC | 8,650 | $257.0K | 0.08% | −15,785−64.6% | Reduced |
| Ropes Wealth Advisors LLC | 8,700 | $259.0K | 0.04% | −300−3.3% | Reduced |
| Affinity Wealth Management LLC | 8,950 | $265.0K | 0.05% | +8,950 | New |
| Creative Planning | 9,014 | $268.0K | 0.00% | −366−3.9% | Reduced |
| Stonnington Group, LLC | 9,000 | $270.0K | 0.06% | +1,000+12.5% | Added |
| Avalon Investment & Advisory | 9,111 | $271.0K | 0.01% | +1,691+22.8% | Added |
| Angeles Investment Advisors, LLC | 9,158 | $272.0K | 0.02% | +9,158 | New |
| Brighton Jones LLC | 9,245 | $275.0K | 0.01% | −485−5.0% | Reduced |
| American Portfolios Advisors | 9,336 | $277.5K | 0.01% | −2,999−24.3% | Reduced |
| Synovus Financial Corp | 9,489 | $281.0K | 0.00% | −83−0.9% | Reduced |
| M&T Bank Corp | 9,478 | $282.0K | 0.00% | −423−4.3% | Reduced |
| Norinchukin Bank, The | 9,539 | $283.0K | 0.00% | +1,240+14.9% | Added |
| Vontobel Holding Ltd. | 9,651 | $286.0K | 0.00% | +9,651 | New |
| Salem Investment Counselors Inc | 9,642 | $287.0K | 0.02% | 00.0% | Unchanged |
| NTV Asset Management LLC | 9,725 | $289.0K | 0.05% | 00.0% | Unchanged |
| Barings LLC | 9,753 | $290.0K | 0.01% | −3,401−25.9% | Reduced |
| Sigma Planning Corp | 9,884 | $294.0K | 0.01% | +512+5.5% | Added |
| Balentine LLC | 9,903 | $294.0K | 0.01% | +9,903 | New |
| Private Advisor Group, LLC | 10,001 | $297.0K | 0.00% | −40.0% | Reduced |
| Wesbanco Bank Inc | 10,046 | $299.0K | 0.01% | +601+6.4% | Added |
| Verity Asset Management, Inc. | 10,227 | $304.0K | 0.20% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 10,150 | $305.0K | 0.01% | +1,000+10.9% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 10,295 | $306.0K | 0.11% | −2,576−20.0% | Reduced |
| KB Financial Partners, LLC | 10,308 | $306.0K | 0.11% | +1,951+23.3% | Added |
| Teza Capital Management LLC | 10,373 | $308.0K | 0.15% | −55,054−84.1% | Reduced |
| Moloney Securities Asset Management, LLC | 10,500 | $312.0K | 0.06% | 00.0% | Unchanged |
| RFG Advisory, LLC | 10,553 | $314.0K | 0.03% | +313+3.1% | Added |
| Grassi Investment Management | 10,800 | $321.0K | 0.04% | 00.0% | Unchanged |
| AE Wealth Management LLC | 10,832 | $322.0K | 0.00% | +926+9.3% | Added |
| Boston Private Wealth LLC | 10,818 | $322.0K | 0.00% | +2,583+31.4% | Added |
| SkyView Investment Advisors, LLC | 10,850 | $322.0K | 0.09% | +9,959+1,117.7% | Added |
| IMS Capital Management | 10,861 | $323.0K | 0.19% | +10,861 | New |
| Boston Trust Walden Corp | 11,000 | $327.0K | 0.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 11,109 | $330.0K | 0.02% | +11,109 | New |
| Bayesian Capital Management, LP | 11,136 | $331.0K | 0.10% | +11,136 | New |
| Prentice Wealth Management LLC | 11,285 | $335.0K | 0.16% | 00.0% | Unchanged |
| Covenant Multifamily Offices, LLC | 11,165 | $337.0K | 0.06% | +1,032+10.2% | Added |
| Alpha Cubed Investments, LLC | 11,500 | $342.0K | 0.03% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 11,600 | $344.8K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 11,615 | $345.0K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 12,035 | $358.0K | 0.18% | −6,500−35.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 12,130 | $361.0K | 0.03% | +780+6.9% | Added |
| Contravisory Investment Management, Inc. | 12,271 | $365.0K | 0.11% | 00.0% | Unchanged |
| Veritable, L.P. | 12,339 | $367.0K | 0.01% | +2,614+26.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,399 | $368.0K | 0.00% | −963−7.2% | Reduced |
| Altium Wealth Management LLC | 12,444 | $370.0K | 0.03% | +3,084+32.9% | Added |
| XTX Topco Ltd | 12,783 | $380.0K | 0.13% | −4,876−27.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 12,790 | $380.0K | 0.01% | +422+3.4% | Added |
| Krane Funds Advisors LLC | 13,037 | $387.0K | 0.01% | −2,408−15.6% | Reduced |
| Summit Financial Group Inc | 13,050 | $388.0K | 0.14% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 13,484 | $401.0K | 0.02% | −5,425−28.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 13,508 | $401.0K | 0.02% | +208+1.6% | Added |
| FDx Advisors, Inc. | 13,864 | $412.0K | 0.01% | +650+4.9% | Added |