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, Q1 2022
Institutional positions in Franklin Templeton Inc as of Mar 31, 2022. 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
- 577
- +2 vs. Q4 2021
- Shares held
- 220.9M
- +4.51M (+2.1%) vs. Q4 2021
- Total value
- $6.16B
- −$1.09B (−15.0%) vs. Q4 2021
- New holders
- 81
- 225 more added
- Sold out
- 79
- 172 more reduced
7 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Franklin Templeton Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Addison Advisors LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 23 | $0 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 11 | $0 | 0.00% | +11 | New |
| Cribstone Capital Management, LLC | 15 | $0 | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 11 | $0 | 0.00% | +11 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $83 | 0.00% | – | – |
| Bartlett & Co. Wealth Management LLC | 11 | $310 | 0.00% | +11 | New |
| MV Capital Management, Inc. | 53 | $1.00K | 0.00% | −58−52.3% | Reduced |
| USA Financial Portformulas Corp | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 39 | $1.00K | 0.00% | −17−30.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 58 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 20 | $1.00K | 0.00% | −9−31.0% | Reduced |
| TFC Financial Management | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 45 | $1.00K | 0.00% | +45 | New |
| Assetmark, Inc | 23 | $1.00K | 0.00% | +23 | New |
| Raffa Wealth Management, LLC | 43 | $1.20K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 67 | $2.00K | 0.00% | −233−77.7% | Reduced |
| Activest Wealth Management | 76 | $2.00K | 0.00% | +70+1,166.7% | Added |
| Disciplined Investments, LLC | 63 | $2.00K | 0.00% | +63 | New |
| Cordant, Inc. | 83 | $2.00K | 0.00% | +83 | New |
| Ancora Advisors, LLC | 125 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 117 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 120 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 118 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 98 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 94 | $3.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 96 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 115 | $3.00K | 0.00% | +115 | New |
| Farmers & Merchants Investments Inc | 156 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 152 | $4.00K | 0.00% | +5+3.4% | Added |
| TCWP LLC | 165 | $4.00K | 0.00% | +165 | New |
| West Branch Capital LLC | 181 | $5.00K | 0.00% | −333−64.8% | Reduced |
| Earnest Partners LLC | 174 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 176 | $5.00K | 0.00% | +1+0.6% | Added |
| JFS Wealth Advisors, LLC | 183 | $5.00K | 0.00% | +88+92.6% | Added |
| GoalVest Advisory LLC | 172 | $5.00K | 0.00% | +172 | New |
| CVA Family Office, LLC | 230 | $6.00K | 0.00% | −650−73.9% | Reduced |
| Glassman Wealth Services | 225 | $6.00K | 0.00% | −18−7.4% | Reduced |
| Howe & Rusling Inc | 199 | $6.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 218 | $6.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 210 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 200 | $6.00K | 0.00% | +50+33.3% | Added |
| Leelyn Smith, LLC | 200 | $6.00K | 0.00% | +200 | New |
| CFS Investment Advisory Services, LLC | 173,104 | $6.00K | 0.03% | +173,104 | New |
| Baystate Wealth Management LLC | 242 | $7.00K | 0.00% | +2+0.8% | Added |
| Concord Wealth Partners | 239 | $7.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 242 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 298 | $8.00K | 0.00% | −9,020−96.8% | Reduced |
| Highlander Capital Management, LLC | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 290 | $8.00K | 0.00% | −14−4.6% | Reduced |
| Key Financial Inc | 291 | $8.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 300 | $8.00K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 277 | $8.00K | 0.00% | +10+3.7% | Added |
| Focused Wealth Management, Inc | 327 | $9.00K | 0.00% | +2+0.6% | Added |
| Massmutual Trust Co FSB | 336 | $9.00K | 0.00% | +104+44.8% | Added |
| Harbor Investment Advisory, LLC | 403 | $11.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 380 | $11.0K | 0.00% | +50+15.2% | Added |
| Arlington Partners LLC | 447 | $12.0K | 0.00% | −111−19.9% | Reduced |
| Front Row Advisors LLC | 500 | $14.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 500 | $14.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 484 | $14.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $14.0K | 0.01% | +500 | New |
| JJJ Advisors Inc. | 529 | $15.0K | 0.00% | −112−17.5% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 550 | $15.0K | 0.01% | +550 | New |
| Sandy Spring Bank | 600 | $17.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 600 | $17.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 641 | $18.0K | 0.00% | −9−1.4% | Reduced |
| Achmea Investment Management B.V. | 636 | $18.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 656 | $18.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 645 | $18.0K | 0.00% | +7+1.1% | Added |
| Red Cedar Capital, LLC | 670 | $19.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 729 | $20.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 739 | $21.0K | 0.01% | −37−4.8% | Reduced |
| CoreFirst Bank & Trust | 750 | $21.0K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 800 | $22.0K | 0.00% | −53,842−98.5% | Reduced |
| Baldwin Brothers Inc | 817 | $23.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 892 | $25.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 897 | $25.0K | 0.00% | +897 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 943 | $26.0K | 0.00% | +943 | New |
| Smith Group Asset Management, LLC | 1,044 | $29.0K | 0.00% | −56−5.1% | Reduced |
| Manchester Capital Management LLC | 1,058 | $30.0K | 0.00% | +67+6.8% | Added |
| DuPont Capital Management Corp | 1,101 | $31.0K | 0.00% | −249−18.4% | Reduced |
| Global Trust Asset Management, LLC | 1,097 | $31.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,098 | $31.0K | 0.00% | +51+4.9% | Added |
| Denali Advisors LLC | 1,100 | $31.0K | 0.01% | +1,100 | New |
| TD Private Client Wealth LLC | 1,144 | $31.9K | 0.00% | +225+24.5% | Added |
| Federated Hermes, Inc. | 1,153 | $32.0K | 0.00% | −167−12.7% | Reduced |
| Washington Trust Co | 1,200 | $34.0K | 0.00% | −287−19.3% | Reduced |
| Tobam | 1,242 | $35.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,303 | $36.0K | 0.00% | +1,303 | New |
| Central Trust Co | 1,398 | $39.0K | 0.00% | −931−40.0% | Reduced |
| Private Ocean, LLC | 1,405 | $39.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,505 | $39.0K | 0.00% | +1,505 | New |
| Investors Research Corp | 1,700 | $47.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,689 | $47.2K | 0.00% | −1−0.1% | Reduced |
| Money Concepts Capital Corp | 1,776 | $50.0K | 0.00% | +1,776 | New |
| Sentry Investment Management LLC | 1,986 | $55.0K | 0.02% | −334−14.4% | Reduced |