Skip to main content

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.

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
Tower Research Capital LLC (TRC)21,713$727.0K0.01%−12,330−36.2%Reduced
Folger Nolan Fleming Douglas Capital Management, Inc21,720$727.0K0.08%−490−2.2%Reduced
SG Americas Securities, LLC20,567$689.0K0.00%−3,658−15.1%Reduced
Teachers Retirement System of the State of Kentucky20,500$687.0K0.01%00.0%Unchanged
Herold Advisors, Inc.20,250$678.0K0.26%00.0%Unchanged
US Bancorp20,196$677.0K0.00%−1,076−5.1%Reduced
Paloma Partners Management Co20,118$674.0K0.02%+20,118New
Xponance, Inc.19,582$656.0K0.01%+5,178+35.9%Added
Captrust Financial Advisors19,415$655.0K0.00%+16,570+582.4%Added
Panagora Asset Management Inc19,476$652.0K0.00%−10,614−35.3%Reduced
Knights of Columbus Asset Advisors LLC19,190$643.0K0.05%+4,259+28.5%Added
Walleye Trading LLC19,119$640.0K0.01%+19,020+19,212.1%Added
Sound Financial Strategies Group, LLC19,092$639.0K0.32%−448−2.3%Reduced
First National Trust Co18,880$632.0K0.03%00.0%Unchanged
Eqis Capital Management, Inc.18,807$630.0K0.05%−4,136−18.0%Reduced
Seeyond18,800$629.0K0.06%00.0%Unchanged
Ergoteles LLC18,760$628.0K0.02%+3,022+19.2%Added
First Manhattan Co18,629$623.0K0.00%00.0%Unchanged
First Midwest Bank Trust Division18,603$623.0K0.08%+269+1.5%Added
Ameritas Investment Partners, Inc.18,477$618.0K0.02%00.0%Unchanged
Blueshift Asset Management, LLC18,239$611.0K0.05%−10,314−36.1%Reduced
Allstate Corp17,911$600.0K0.01%+508+2.9%Added
Bank of Nova Scotia17,724$599.0K0.00%−9,510−34.9%Reduced
Daiwa Securities Group Inc.17,612$590.0K0.00%+405+2.4%Added
Louisiana State Employees Retirement System17,600$589.0K0.01%+100+0.6%Added
Advisory Services Network, LLC17,507$587.0K0.02%+327+1.9%Added
New Mexico Educational Retirement Board17,173$575.0K0.02%−600−3.4%Reduced
Kentucky Retirement Systems17,041$571.0K0.02%+791+4.9%Added
Sumitomo Mitsui DS Asset Management Company, Ltd17,009$569.0K0.01%−29−0.2%Reduced
Advisor Partners LLC16,873$566.0K0.03%−701−4.0%Reduced
Deseret Mutual Benefit Administrators15,833$530.0K0.09%00.0%Unchanged
Abundance Wealth Counselors15,823$530.0K0.14%+15,823New
Altium Wealth Management LLC15,524$520.0K0.03%+3,080+24.8%Added
Castleview Partners, LLC17,414$520.0K0.00%+17,414New
Darwin Advisors, LLC15,812$517.0K0.08%00.0%Unchanged
Kestra Private Wealth Services, LLC15,274$512.0K0.02%+15,274New
Great Valley Advisor Group, Inc.15,106$506.0K0.03%−4,858−24.3%Reduced
Ascent Group, LLC15,762$502.0K0.06%+15,762New
Globeflex Capital L P14,946$501.0K0.10%00.0%Unchanged
Advisors Asset Management, Inc.14,952$500.7K0.01%−1,254−7.7%Reduced
Hennion & Walsh Asset Management, Inc.14,815$496.0K0.02%+549+3.8%Added
Rodgers Brothers Inc.14,736$494.0K0.09%00.0%Unchanged
Abbrea Capital, LLC14,475$489.0K0.07%00.0%Unchanged
Corient Capital Partners, LLC14,284$478.0K0.03%−436−3.0%Reduced
Summit Financial Group Inc14,250$477.0K0.16%+1,200+9.2%Added
Whittier Trust Co of Nevada Inc14,216$476.0K0.02%+708+5.2%Added
Meiji Yasuda Asset Management Co Ltd.14,056$471.0K0.03%+1,926+15.9%Added
Angeles Investment Advisors, LLC13,999$469.0K0.02%+4,841+52.9%Added
Jane Street Group, LLC13,900$466.0K0.00%−16,843−54.8%Reduced
Meiji Yasuda Life Insurance Co13,861$464.0K0.01%+13,861New
Vestmark Advisory Solutions, Inc.13,755$461.0K0.03%+2,646+23.8%Added
Banque Cantonale Vaudoise13,425$450.0K0.02%−16,500−55.1%Reduced
Veritable, L.P.13,124$440.0K0.01%+785+6.4%Added
FDx Advisors, Inc.13,003$435.0K0.01%−861−6.2%Reduced
Vident Investment Advisory, LLC12,974$434.0K0.01%−3,733−22.3%Reduced
Northwestern Mutual Investment Management Company, LLC12,642$423.0K0.01%−148−1.2%Reduced
Cambridge Investment Research Advisors, Inc.12,463$417.0K0.00%+64+0.5%Added
Contravisory Investment Management, Inc.12,416$416.0K0.11%+145+1.2%Added
Corton Capital Inc.12,400$415.0K0.18%+12,400New
Indiana Trust & Investment Management CO12,035$403.0K0.19%00.0%Unchanged
Brendel Financial Advisors LLC12,000$402.0K0.21%+12,000New
GWM Advisors LLC11,791$394.0K0.01%+11,791New
Alpha Cubed Investments, LLC11,650$390.0K0.03%+150+1.3%Added
Kayne Anderson Rudnick Investment Management LLC11,615$389.0K0.00%00.0%Unchanged
Twelve Points Wealth Management LLC11,611$389.0K0.32%+11,611New
E. Ohman J:or Asset Management AB11,600$388.5K0.01%00.0%Unchanged
Integrated Investment Consultants, LLC11,444$383.0K0.10%+2,794+32.3%Added
Stonnington Group, LLC10,600$381.0K0.08%+1,600+17.8%Added
Chesapeake Wealth Management11,283$378.0K0.13%−19,141−62.9%Reduced
Prentice Wealth Management LLC11,285$378.0K0.18%00.0%Unchanged
Boston Private Wealth LLC11,303$378.0K0.01%+485+4.5%Added
Krane Funds Advisors LLC11,269$377.0K0.01%−1,768−13.6%Reduced
Wesbanco Bank Inc11,046$370.0K0.01%+1,000+10.0%Added
Boston Trust Walden Corp11,000$368.0K0.00%00.0%Unchanged
Verity Asset Management, Inc.10,945$367.0K0.22%+718+7.0%Added
Balentine LLC10,850$363.0K0.01%+947+9.6%Added
Grassi Investment Management10,800$362.0K0.04%00.0%Unchanged
Asahi Life Asset Management Co., Ltd.10,790$361.0K0.05%+10,790New
Saratoga Research & Investment Management10,577$354.0K0.02%+10,577New
Creative Planning10,555$353.0K0.00%+1,541+17.1%Added
JustInvest LLC10,540$353.0K0.02%+10,540New
Moloney Securities Asset Management, LLC10,500$352.0K0.06%00.0%Unchanged
Sigma Planning Corp10,521$352.0K0.01%+637+6.4%Added
Huntington National Bank10,433$349.0K0.00%+5,403+107.4%Added
Schwarz Dygos Wheeler Investment Advisors LLC10,295$345.0K0.12%00.0%Unchanged
B. Metzler seel. Sohn & Co. AG10,140$339.0K0.00%+10,140New
Ci Investments Inc.9,948$333.0K0.00%−4,101−29.2%Reduced
AE Wealth Management LLC9,897$331.0K0.00%−935−8.6%Reduced
Ontario Teachers Pension Plan Board9,803$328.0K0.00%+9,803New
SkyView Investment Advisors, LLC2,445$323.0K0.07%−8,405−77.5%Reduced
Salem Investment Counselors Inc9,642$323.0K0.01%00.0%Unchanged
Synovus Financial Corp9,489$320.0K0.00%00.0%Unchanged
Geneos Wealth Management Inc.9,550$319.0K0.01%−600−5.9%Reduced
Fifth Third Bancorp9,503$318.0K0.00%+1,280+15.6%Added
Integrated Wealth Concepts LLC9,418$315.0K0.01%+1,589+20.3%Added
Norinchukin Bank, The9,370$314.0K0.00%−169−1.8%Reduced
Lindbrook Capital, LLC9,318$312.0K0.05%+8,896+2,108.1%Added
Brighton Jones LLC9,294$311.0K0.01%+49+0.5%Added
Shell Asset Management Co9,235$309.0K0.01%+2,069+28.9%Added
Harvest Fund Management Co., Ltd9,238$309.0K0.05%+4,243+84.9%Added