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, 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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Franklin Templeton Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Proequities, Inc. | 1,755 | $59.0K | 0.00% | −6−0.3% | Reduced |
| Spire Wealth Management | 2,065 | $69.0K | 0.00% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 2,075 | $69.0K | 0.03% | +2,075 | New |
| Anchor Investment Management, LLC | 2,065 | $69.2K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,169 | $72.0K | 0.00% | +294+15.7% | Added |
| Trust Co of Vermont | 2,179 | $73.0K | 0.00% | +2,179 | New |
| Parallax Volatility Advisers, L.P. | 2,224 | $74.0K | 0.00% | −1,428−39.1% | Reduced |
| Aquatic Capital Management LLC | 2,200 | $74.0K | 0.14% | +2,200 | New |
| Sentry Investment Management LLC | 2,320 | $78.0K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 2,329 | $78.0K | 0.00% | +185+8.6% | Added |
| NVWM, LLC | 2,400 | $80.0K | 0.02% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 2,406 | $81.0K | 0.05% | +17+0.7% | Added |
| NuWave Investment Management, LLC | 2,433 | $81.0K | 0.09% | +2,433 | New |
| Caldwell Trust Co | 2,538 | $85.0K | 0.01% | 00.0% | Unchanged |
| AIA Group Ltd | 2,596 | $87.0K | 0.00% | +2,596 | New |
| Signaturefd, LLC | 2,789 | $93.0K | 0.00% | +23+0.8% | Added |
| Covestor Ltd | 2,890 | $97.0K | 0.14% | +2,890 | New |
| Van Eck Associates Corp | 2,997 | $100.0K | 0.00% | −95−3.1% | Reduced |
| Sutton Wealth Advisors Inc. | 2,994 | $100.3K | 0.03% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 3,215 | $108.0K | 0.15% | −20,096−86.2% | Reduced |
| Umb Bank N A | 3,360 | $113.0K | 0.00% | +3,360 | New |
| West Oak Capital, LLC | 3,460 | $116.0K | 0.04% | +485+16.3% | Added |
| Quadrant Capital Group LLC | 3,471 | $116.0K | 0.01% | +2,228+179.2% | Added |
| IFP Advisors, Inc | 3,412 | $118.0K | 0.00% | +260+8.2% | Added |
| Northwest Investment Counselors, LLC | 3,775 | $126.0K | 0.03% | +3,775 | New |
| Federation des caisses Desjardins du Quebec | 3,964 | $132.7K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 4,114 | $138.0K | 0.02% | 00.0% | Unchanged |
| First National Bank of South Miami | 4,345 | $146.0K | 0.09% | +975+28.9% | Added |
| Parallel Advisors, LLC | 4,421 | $148.0K | 0.01% | −298−6.3% | Reduced |
| State of Wyoming | 4,807 | $161.0K | 0.07% | +2,059+74.9% | Added |
| IndexIQ Advisors LLC | 4,895 | $164.0K | 0.01% | −197−3.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 4,943 | $166.0K | 0.00% | −28,397−85.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,963 | $166.0K | 0.01% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 5,420 | $182.0K | 0.01% | +180+3.4% | Added |
| Meeder Asset Management Inc | 5,460 | $183.0K | 0.02% | −8,024−59.5% | Reduced |
| Gifford Fong Associates | 5,480 | $184.0K | 0.03% | +5,480 | New |
| Welch & Forbes LLC | 6,000 | $201.0K | 0.00% | +6,000 | New |
| Berkshire Bank | 6,000 | $201.0K | 0.04% | +6,000 | New |
| Live Oak Private Wealth LLC | 6,100 | $204.0K | 0.04% | +6,100 | New |
| Clare Market Investments LLC | 6,200 | $207.6K | 0.06% | −11,850−65.7% | Reduced |
| HighTower Trust Services, LTA | 6,200 | $208.0K | 0.02% | +6,200 | New |
| Polaris Wealth Advisory Group, LLC | 6,204 | $208.0K | 0.01% | +6,204 | New |
| Paragon Capital Management Ltd | 6,291 | $211.0K | 0.03% | +6,291 | New |
| Whittier Trust Co | 6,335 | $212.0K | 0.00% | +3,000+90.0% | Added |
| Cigna Investments Inc | 6,503 | $217.0K | 0.02% | −2,000−23.5% | Reduced |
| Evergreen Capital Management LLC | 6,485 | $217.0K | 0.01% | −367−5.4% | Reduced |
| Shelton Capital Management | 6,493 | $217.0K | 0.01% | +6,493 | New |
| Bessemer Group Inc | 6,546 | $220.0K | 0.00% | +133+2.1% | Added |
| Chicago Capital, LLC | 6,574 | $220.0K | 0.01% | +6,574 | New |
| Cooper Financial Group | 6,567 | $220.0K | 0.08% | +6,567 | New |
| Beecher Investors Inc | 6,650 | $223.0K | 0.27% | +6,650 | New |
| First Citizens Bank & Trust Co | 6,689 | $224.0K | 0.01% | +6,689 | New |
| First National Bank of Omaha | 6,900 | $231.0K | 0.01% | +6,900 | New |
| Insight Inv LLC | 6,895 | $233.0K | 0.21% | +6,895 | New |
| Millennium Management LLC | 7,178 | $240.0K | 0.00% | −62,565−89.7% | Reduced |
| Kestra Advisory Services, LLC | 7,205 | $241.0K | 0.00% | +166+2.4% | Added |
| Leeward Financial Partners, LLC | 7,269 | $243.0K | 0.15% | +7,269 | New |
| IFG Advisory, LLC | 7,317 | $245.0K | 0.02% | −158−2.1% | Reduced |
| Allworth Financial LP | 7,424 | $249.0K | 0.00% | +70+1.0% | Added |
| Redpoint Investment Management Pty Ltd | 7,469 | $250.0K | 0.02% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 7,462 | $250.0K | 0.02% | +199+2.7% | Added |
| Independence Bank of Kentucky | 7,500 | $251.0K | 0.10% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 7,664 | $257.0K | 0.19% | +274+3.7% | Added |
| Modera Wealth Management, LLC | 7,721 | $258.0K | 0.01% | +7,721 | New |
| Ballentine Partners, LLC | 7,757 | $260.0K | 0.01% | +7,757 | New |
| LVW Advisors, LLC | 8,047 | $269.0K | 0.05% | +28+0.3% | Added |
| Integrated Advisors Network LLC | 8,102 | $271.0K | 0.02% | +21+0.3% | Added |
| Eschler Asset Management LLP | 8,098 | $271.0K | 0.35% | +8,098 | New |
| Avalon Investment & Advisory | 8,127 | $272.0K | 0.01% | −984−10.8% | Reduced |
| MML Investors Services, LLC | 8,453 | $283.0K | 0.00% | +728+9.4% | Added |
| Peapack Gladstone Financial Corp | 8,471 | $284.0K | 0.01% | −48−0.6% | Reduced |
| Smith Shellnut Wilson LLC | 8,596 | $288.0K | 0.14% | +154+1.8% | Added |
| RFG Advisory, LLC | 8,685 | $291.0K | 0.02% | −1,868−17.7% | Reduced |
| Ropes Wealth Advisors LLC | 8,763 | $293.0K | 0.05% | +63+0.7% | Added |
| Lumature Wealth Partners, LLC | 8,769 | $294.0K | 0.11% | +1,437+19.6% | Added |
| Affinity Wealth Management LLC | 8,918 | $302.0K | 0.06% | −32−0.4% | Reduced |
| Braun-Bostich & Associates Inc. | 8,918 | $302.0K | 0.07% | +8,918 | New |
| KB Financial Partners, LLC | 9,099 | $305.0K | 0.09% | −1,209−11.7% | Reduced |
| American Portfolios Advisors | 9,110 | $305.1K | 0.01% | −226−2.4% | Reduced |
| Occudo Quantitative Strategies LP | 9,188 | $308.0K | 0.03% | −21,611−70.2% | Reduced |
| Private Advisor Group, LLC | 9,200 | $308.0K | 0.00% | −801−8.0% | Reduced |
| M&T Bank Corp | 9,230 | $308.0K | 0.00% | −248−2.6% | Reduced |
| Shell Asset Management Co | 9,235 | $309.0K | 0.01% | +2,069+28.9% | Added |
| Harvest Fund Management Co., Ltd | 9,238 | $309.0K | 0.05% | +4,243+84.9% | Added |
| Brighton Jones LLC | 9,294 | $311.0K | 0.01% | +49+0.5% | Added |
| Lindbrook Capital, LLC | 9,318 | $312.0K | 0.05% | +8,896+2,108.1% | Added |
| Norinchukin Bank, The | 9,370 | $314.0K | 0.00% | −169−1.8% | Reduced |
| Integrated Wealth Concepts LLC | 9,418 | $315.0K | 0.01% | +1,589+20.3% | Added |
| Fifth Third Bancorp | 9,503 | $318.0K | 0.00% | +1,280+15.6% | Added |
| Geneos Wealth Management Inc. | 9,550 | $319.0K | 0.01% | −600−5.9% | Reduced |
| Synovus Financial Corp | 9,489 | $320.0K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 2,445 | $323.0K | 0.07% | −8,405−77.5% | Reduced |
| Salem Investment Counselors Inc | 9,642 | $323.0K | 0.01% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 9,803 | $328.0K | 0.00% | +9,803 | New |
| AE Wealth Management LLC | 9,897 | $331.0K | 0.00% | −935−8.6% | Reduced |
| Ci Investments Inc. | 9,948 | $333.0K | 0.00% | −4,101−29.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 10,140 | $339.0K | 0.00% | +10,140 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 10,295 | $345.0K | 0.12% | 00.0% | Unchanged |
| Huntington National Bank | 10,433 | $349.0K | 0.00% | +5,403+107.4% | Added |
| Moloney Securities Asset Management, LLC | 10,500 | $352.0K | 0.06% | 00.0% | Unchanged |