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Franklin Templeton Inc

BEN
Exchange
NYSE
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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, Q4 2021

Institutional positions in Franklin Templeton Inc as of Dec 31, 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
582
+51 vs. Q3 2021
Shares held
216.5M
−2.19M (−1.0%) vs. Q3 2021
Total value
$7.26B
+$750.3M (+11.5%) vs. Q3 2021
New holders
96
195 more added
Sold out
45
193 more reduced

9 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 582 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 heldQ4 2021: $7.26B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Franklin Templeton Inc; share changes are against Q3 2021.

Institutions holding BEN in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Cullen/Frost Bankers, Inc.5$00.00%+5New
Addison Advisors LLC6$00.00%+6New
Curi Capital23$00.00%+23New
Activest Wealth Management6$00.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC5$00.00%+5New
WestEnd Advisors, LLC3$1000.00%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC58$1.00K0.00%00.0%Unchanged
Gemmer Asset Management LLC20$1.00K0.00%00.0%Unchanged
Versant Capital Management, Inc29$1.00K0.00%00.0%Unchanged
Charter Oak Capital Management, LLC22$1.00K0.00%00.0%Unchanged
TFC Financial Management31$1.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc35$1.00K0.00%−1−2.8%Reduced
Capital Advisors, Ltd. LLC16$1.00K0.00%+16New
NEXT Financial Group, Inc23$1.00K0.00%+23New
Amplius Wealth Advisors, LLC58$1.00K0.00%+58New
Raffa Wealth Management, LLC43$1.44K0.00%00.0%Unchanged
Eagle Bay Advisors LLC64$2.00K0.00%−264−80.5%Reduced
Oakworth Capital, Inc.60$2.00K0.00%00.0%Unchanged
Lee Financial Co45$2.00K0.00%+45New
Johnson Financial Group, Inc.59$2.00K0.00%+59New
Signet Financial Management, LLC50$2.00K0.00%+50New
USA Financial Portformulas Corp48$2.00K0.00%+48New
Schubert & Co56$2.00K0.00%+56New
Syverson Strege & Co100$3.00K0.00%−46−31.5%Reduced
Tarbox Family Office, Inc.98$3.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC94$3.00K0.00%00.0%Unchanged
McIlrath & Eck, LLC100$3.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC95$3.00K0.00%+95New
Kozak & Associates, Inc.96$3.00K0.00%+96New
Bedel Financial Consulting, Inc.120$4.00K0.00%00.0%Unchanged
Reilly Financial Advisors, LLC108$4.00K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC117$4.00K0.00%00.0%Unchanged
Evoke Wealth, LLC118$4.00K0.00%00.0%Unchanged
MV Capital Management, Inc.111$4.00K0.00%+83+296.4%Added
Plante Moran Financial Advisors, LLC131$4.00K0.00%+131New
Ancora Advisors, LLC125$4.00K0.00%+125New
Snowden Capital Advisors LLC131$4.00K0.00%+131New
Farmers & Merchants Investments Inc156$5.00K0.00%00.0%Unchanged
Carroll Financial Associates, Inc.158$5.00K0.00%00.0%Unchanged
First Horizon Advisors, Inc.147$5.00K0.00%00.0%Unchanged
Ahrens Investment Partners LLC150$5.00K0.00%+150New
Rise Advisors, LLC175$5.86K0.01%+175New
City Holding Co210$6.00K0.00%00.0%Unchanged
Earnest Partners LLC174$6.00K0.00%00.0%Unchanged
Howe & Rusling Inc199$7.00K0.00%00.0%Unchanged
Column Capital Advisors, LLC200$7.00K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.218$7.00K0.00%00.0%Unchanged
Dark Forest Capital Management LP214$7.00K0.00%+214New
Baystate Wealth Management LLC240$8.00K0.00%+2+0.8%Added
Glassman Wealth Services243$8.00K0.00%+77+46.4%Added
Massmutual Trust Co FSB232$8.00K0.00%+97+71.9%Added
EverSource Wealth Advisors, LLC267$8.00K0.00%+267New
Concord Wealth Partners239$8.00K0.00%+239New
Newbridge Financial Services Group, Inc.242$8.00K0.00%+242New
Highlander Capital Management, LLC300$10.0K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC304$10.0K0.00%00.0%Unchanged
Key Financial Inc291$10.0K0.01%00.0%Unchanged
Piscataqua Savings Bank300$10.0K0.01%00.0%Unchanged
TCI Wealth Advisors, Inc.300$10.0K0.00%+76+33.9%Added
Vectors Research Management, LLC300$10.0K0.00%+300New
AdvisorNet Financial, Inc330$11.0K0.00%+8+2.5%Added
Focused Wealth Management, Inc325$11.0K0.00%+3+0.9%Added
Jones Financial Companies LLLP350$12.0K0.00%+350New
Harbor Investment Advisory, LLC403$13.0K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.378$13.0K0.00%+147+63.6%Added
Smithfield Trust Co484$16.0K0.00%00.0%Unchanged
Front Row Advisors LLC500$17.0K0.01%00.0%Unchanged
West Branch Capital LLC514$17.0K0.01%00.0%Unchanged
City State Bank500$17.0K0.01%+500New
Arlington Partners LLC558$19.0K0.01%+558New
Zullo Investment Group, Inc.579$19.0K0.01%+579New
Sandy Spring Bank600$20.0K0.00%00.0%Unchanged
FourThought Financial, LLC600$20.0K0.00%00.0%Unchanged
JJJ Advisors Inc.641$21.0K0.01%−4−0.6%Reduced
Red Cedar Capital, LLC670$22.0K0.01%00.0%Unchanged
Zions Bancorporation, N.A.650$22.0K0.00%+27+4.3%Added
Achmea Investment Management B.V.636$22.0K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC656$22.0K0.00%00.0%Unchanged
Private Capital Group, LLC638$22.0K0.00%00.0%Unchanged
Harbour Investments, Inc.714$24.0K0.00%−1,890−72.6%Reduced
Prestige Wealth Management Group LLC729$24.0K0.01%+118+19.3%Added
Trustcore Financial Services, LLC761$25.0K0.00%00.0%Unchanged
CoreFirst Bank & Trust750$25.0K0.02%00.0%Unchanged
Parkside Financial Bank & Trust776$26.0K0.01%+86+12.5%Added
Baldwin Brothers Inc817$27.0K0.00%−30−3.5%Reduced
CVA Family Office, LLC880$29.0K0.01%+880New
National Bank of Canada892$30.0K0.00%+892New
TD Private Client Wealth LLC919$30.8K0.00%−393−30.0%Reduced
Manchester Capital Management LLC991$33.0K0.00%00.0%Unchanged
Capital Analysts, LLC1,047$35.0K0.00%+535+104.5%Added
Global Trust Asset Management, LLC1,097$37.0K0.01%00.0%Unchanged
Smith Group Asset Management, LLC1,100$37.0K0.00%+1,100New
Artemis Wealth Advisors, LLC1,222$41.0K0.01%+1,222New
Tobam1,242$42.0K0.00%00.0%Unchanged
Federated Hermes, Inc.1,320$44.0K0.00%−3−0.2%Reduced
DuPont Capital Management Corp1,350$45.0K0.00%−526−28.0%Reduced
Private Ocean, LLC1,405$47.0K0.01%00.0%Unchanged
Washington Trust Co1,487$50.0K0.00%−18−1.2%Reduced
Leonteq Securities AG1,690$56.6K0.00%−1,550−47.8%Reduced
Investors Research Corp1,700$57.0K0.02%00.0%Unchanged