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 |
|---|---|---|---|---|---|
| LVW Advisors, LLC | 8,019 | $238.0K | 0.04% | +137+1.7% | Added |
| Integrated Wealth Concepts LLC | 7,829 | $233.0K | 0.01% | −1,015−11.5% | Reduced |
| MML Investors Services, LLC | 7,725 | $230.0K | 0.00% | +129+1.7% | Added |
| Advisors Capital Management, LLC | 7,600 | $226.0K | 0.01% | +7,600 | New |
| Independence Bank of Kentucky | 7,500 | $223.0K | 0.10% | −2,500−25.0% | 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 |
| Wolverine Trading, LLC | 7,270 | $221.0K | 0.00% | −12,452−63.1% | Reduced |
| Salvus Wealth Management, LLC | 7,390 | $220.0K | 0.18% | +532+7.8% | Added |
| Allworth Financial LP | 7,354 | $219.0K | 0.00% | −721−8.9% | Reduced |
| Lumature Wealth Partners, LLC | 7,332 | $218.0K | 0.09% | +1,528+26.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 7,263 | $216.0K | 0.02% | +175+2.5% | Added |
| Shell Asset Management Co | 7,166 | $213.0K | 0.00% | −2,457−25.5% | Reduced |
| Paulson Wealth Management Inc. | 7,067 | $210.0K | 0.10% | +7,067 | New |
| Kestra Advisory Services, LLC | 7,039 | $209.0K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 6,852 | $204.0K | 0.01% | −36−0.5% | Reduced |
| Haverford Trust Co | 6,800 | $202.0K | 0.00% | −1,000−12.8% | Reduced |
| Bessemer Group Inc | 6,413 | $191.0K | 0.00% | +1,579+32.7% | Added |
| Fukoku Mutual Life Insurance Co | 5,240 | $156.0K | 0.01% | +840+19.1% | Added |
| IndexIQ Advisors LLC | 5,092 | $151.0K | 0.01% | +230+4.7% | Added |
| Huntington National Bank | 5,030 | $149.0K | 0.00% | +2,160+75.3% | 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 |
| Parallel Advisors, LLC | 4,719 | $140.0K | 0.01% | +513+12.2% | Added |
| Vestcor Inc | 4,475 | $133.0K | 0.00% | −613−12.0% | Reduced |
| BBVA USA | 4,487 | $133.0K | 0.01% | −18−0.4% | Reduced |
| Cutler Group LP | 4,375 | $130.0K | 0.01% | −4,233−49.2% | Reduced |
| Longfellow Investment Management Co LLC | 4,114 | $123.0K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,964 | $117.7K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 3,652 | $109.0K | 0.00% | −7,566−67.4% | Reduced |
| 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 |
| Whittier Trust Co | 3,335 | $99.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 3,240 | $96.3K | 0.01% | +3,240 | New |
| O'Shaughnessy Asset Management, LLC | 3,143 | $93.0K | 0.00% | +1,768+128.6% | Added |
| Van Eck Associates Corp | 3,092 | $92.0K | 0.00% | +437+16.5% | Added |
| Sutton Wealth Advisors Inc. | 2,994 | $89.0K | 0.03% | 00.0% | Unchanged |
| West Oak Capital, LLC | 2,975 | $88.0K | 0.03% | +1,160+63.9% | Added |
| Captrust Financial Advisors | 2,845 | $85.0K | 0.00% | +745+35.5% | Added |
| Signaturefd, LLC | 2,766 | $82.0K | 0.00% | +64+2.4% | Added |
| State of Wyoming | 2,748 | $82.0K | 0.05% | +2,748 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,642 | $78.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,604 | $77.0K | 0.00% | +721+38.3% | Added |
| Caldwell Trust Co | 2,538 | $75.4K | 0.01% | 00.0% | Unchanged |
| 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 |
| Sentry Investment Management LLC | 2,320 | $69.0K | 0.02% | −339−12.7% | Reduced |
| Central Trust Co | 2,144 | $64.0K | 0.00% | −220−9.3% | Reduced |
| Anchor Investment Management, LLC | 2,065 | $61.4K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 2,065 | $61.0K | 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 |
| Proequities, Inc. | 1,761 | $53.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1,700 | $51.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 1,505 | $45.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,405 | $42.0K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,323 | $39.0K | 0.00% | −28−2.1% | Reduced |
| TD Private Client Wealth LLC | 1,312 | $39.0K | 0.00% | −354−21.2% | Reduced |
| Systematic Alpha Investments, LLC | 1,200 | $38.0K | 0.00% | +1,200 | New |
| Tobam | 1,242 | $37.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,243 | $37.0K | 0.01% | +35+2.9% | Added |
| Global Trust Asset Management, LLC | 1,097 | $33.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 1,011 | $30.0K | 0.00% | +125+14.1% | Added |
| Manchester Capital Management LLC | 991 | $29.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 847 | $25.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 761 | $23.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 750 | $22.0K | 0.02% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 703 | $21.0K | 0.00% | −40,883−98.3% | Reduced |
| 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 |
| 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 |
| 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 |
| FourThought Financial, LLC | 600 | $17.0K | 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 |
| Smithfield Trust Co | 484 | $14.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 422 | $13.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 403 | $12.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 360 | $10.7K | 0.00% | −165−31.4% | Reduced |
| 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 |
| 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 |
| 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 |
| City Holding Co | 210 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 210 | $6.00K | 0.00% | 00.0% | Unchanged |