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 |
|---|---|---|---|---|---|
| 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 |
| American Portfolios Advisors | 9,110 | $305.1K | 0.01% | −226−2.4% | Reduced |
| KB Financial Partners, LLC | 9,099 | $305.0K | 0.09% | −1,209−11.7% | Reduced |
| 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 |
| Lumature Wealth Partners, LLC | 8,769 | $294.0K | 0.11% | +1,437+19.6% | Added |
| Ropes Wealth Advisors LLC | 8,763 | $293.0K | 0.05% | +63+0.7% | Added |
| RFG Advisory, LLC | 8,685 | $291.0K | 0.02% | −1,868−17.7% | Reduced |
| Smith Shellnut Wilson LLC | 8,596 | $288.0K | 0.14% | +154+1.8% | Added |
| Peapack Gladstone Financial Corp | 8,471 | $284.0K | 0.01% | −48−0.6% | Reduced |
| MML Investors Services, LLC | 8,453 | $283.0K | 0.00% | +728+9.4% | Added |
| Avalon Investment & Advisory | 8,127 | $272.0K | 0.01% | −984−10.8% | Reduced |
| 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 |
| LVW Advisors, LLC | 8,047 | $269.0K | 0.05% | +28+0.3% | Added |
| Ballentine Partners, LLC | 7,757 | $260.0K | 0.01% | +7,757 | New |
| Modera Wealth Management, LLC | 7,721 | $258.0K | 0.01% | +7,721 | New |
| Salvus Wealth Management, LLC | 7,664 | $257.0K | 0.19% | +274+3.7% | Added |
| Independence Bank of Kentucky | 7,500 | $251.0K | 0.10% | 00.0% | Unchanged |
| 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 |
| Allworth Financial LP | 7,424 | $249.0K | 0.00% | +70+1.0% | Added |
| IFG Advisory, LLC | 7,317 | $245.0K | 0.02% | −158−2.1% | Reduced |
| Leeward Financial Partners, LLC | 7,269 | $243.0K | 0.15% | +7,269 | New |
| Kestra Advisory Services, LLC | 7,205 | $241.0K | 0.00% | +166+2.4% | Added |
| Millennium Management LLC | 7,178 | $240.0K | 0.00% | −62,565−89.7% | Reduced |
| Insight Inv LLC | 6,895 | $233.0K | 0.21% | +6,895 | New |
| First National Bank of Omaha | 6,900 | $231.0K | 0.01% | +6,900 | New |
| First Citizens Bank & Trust Co | 6,689 | $224.0K | 0.01% | +6,689 | New |
| Beecher Investors Inc | 6,650 | $223.0K | 0.27% | +6,650 | 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 |
| 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 |
| Whittier Trust Co | 6,335 | $212.0K | 0.00% | +3,000+90.0% | Added |
| Paragon Capital Management Ltd | 6,291 | $211.0K | 0.03% | +6,291 | New |
| 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 |
| Clare Market Investments LLC | 6,200 | $207.6K | 0.06% | −11,850−65.7% | Reduced |
| Live Oak Private Wealth LLC | 6,100 | $204.0K | 0.04% | +6,100 | New |
| Welch & Forbes LLC | 6,000 | $201.0K | 0.00% | +6,000 | New |
| Berkshire Bank | 6,000 | $201.0K | 0.04% | +6,000 | New |
| Gifford Fong Associates | 5,480 | $184.0K | 0.03% | +5,480 | New |
| Meeder Asset Management Inc | 5,460 | $183.0K | 0.02% | −8,024−59.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,420 | $182.0K | 0.01% | +180+3.4% | Added |
| 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 |
| IndexIQ Advisors LLC | 4,895 | $164.0K | 0.01% | −197−3.9% | Reduced |
| State of Wyoming | 4,807 | $161.0K | 0.07% | +2,059+74.9% | Added |
| Parallel Advisors, LLC | 4,421 | $148.0K | 0.01% | −298−6.3% | Reduced |
| First National Bank of South Miami | 4,345 | $146.0K | 0.09% | +975+28.9% | Added |
| Longfellow Investment Management Co LLC | 4,114 | $138.0K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,964 | $132.7K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 3,775 | $126.0K | 0.03% | +3,775 | New |
| IFP Advisors, Inc | 3,412 | $118.0K | 0.00% | +260+8.2% | Added |
| 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 |
| Umb Bank N A | 3,360 | $113.0K | 0.00% | +3,360 | New |
| Neo Ivy Capital Management | 3,215 | $108.0K | 0.15% | −20,096−86.2% | Reduced |
| Sutton Wealth Advisors Inc. | 2,994 | $100.3K | 0.03% | 00.0% | Unchanged |
| Van Eck Associates Corp | 2,997 | $100.0K | 0.00% | −95−3.1% | Reduced |
| Covestor Ltd | 2,890 | $97.0K | 0.14% | +2,890 | New |
| Signaturefd, LLC | 2,789 | $93.0K | 0.00% | +23+0.8% | Added |
| AIA Group Ltd | 2,596 | $87.0K | 0.00% | +2,596 | New |
| Caldwell Trust Co | 2,538 | $85.0K | 0.01% | 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 |
| NVWM, LLC | 2,400 | $80.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| 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 |
| Trust Co of Vermont | 2,179 | $73.0K | 0.00% | +2,179 | New |
| Northwestern Mutual Wealth Management Co | 2,169 | $72.0K | 0.00% | +294+15.7% | Added |
| Anchor Investment Management, LLC | 2,065 | $69.2K | 0.01% | 00.0% | Unchanged |
| 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 |
| Proequities, Inc. | 1,755 | $59.0K | 0.00% | −6−0.3% | Reduced |
| Investors Research Corp | 1,700 | $57.0K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,690 | $56.6K | 0.00% | −1,550−47.8% | Reduced |
| Washington Trust Co | 1,487 | $50.0K | 0.00% | −18−1.2% | Reduced |
| Private Ocean, LLC | 1,405 | $47.0K | 0.01% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 1,350 | $45.0K | 0.00% | −526−28.0% | Reduced |
| Federated Hermes, Inc. | 1,320 | $44.0K | 0.00% | −3−0.2% | Reduced |
| Tobam | 1,242 | $42.0K | 0.00% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 1,222 | $41.0K | 0.01% | +1,222 | New |
| Global Trust Asset Management, LLC | 1,097 | $37.0K | 0.01% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 1,100 | $37.0K | 0.00% | +1,100 | New |
| Capital Analysts, LLC | 1,047 | $35.0K | 0.00% | +535+104.5% | Added |
| Manchester Capital Management LLC | 991 | $33.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 919 | $30.8K | 0.00% | −393−30.0% | Reduced |
| National Bank of Canada | 892 | $30.0K | 0.00% | +892 | New |
| CVA Family Office, LLC | 880 | $29.0K | 0.01% | +880 | New |
| Baldwin Brothers Inc | 817 | $27.0K | 0.00% | −30−3.5% | Reduced |
| Parkside Financial Bank & Trust | 776 | $26.0K | 0.01% | +86+12.5% | Added |
| Trustcore Financial Services, LLC | 761 | $25.0K | 0.00% | 00.0% | Unchanged |