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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 739 | $21.0K | 0.01% | −37−4.8% | Reduced |
| CoreFirst Bank & Trust | 750 | $21.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 729 | $20.0K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 670 | $19.0K | 0.01% | 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 |
| Sandy Spring Bank | 600 | $17.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 600 | $17.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Arlington Partners LLC | 447 | $12.0K | 0.00% | −111−19.9% | Reduced |
| Harbor Investment Advisory, LLC | 403 | $11.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 380 | $11.0K | 0.00% | +50+15.2% | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Raffa Wealth Management, LLC | 43 | $1.20K | 0.00% | 00.0% | Unchanged |
| 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 |
| Bartlett & Co. Wealth Management LLC | 11 | $310 | 0.00% | +11 | New |
| WestEnd Advisors, LLC | – | $83 | 0.00% | – | – |
| 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 |
| London Co of Virginia | 0 | $0 | 0.00% | −3,959,430−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,601,366−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −333,263−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −125,516−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −118,300−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −79,134−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −73,606−100.0% | Sold out |
| Sepio Capital, LP | 0 | $0 | 0.00% | −71,528−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −66,600−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −66,014−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −64,442−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −54,923−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −46,252−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −46,210−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −41,468−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −37,443−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −37,319−100.0% | Sold out |
| Minot Wealth Management LLC | 0 | $0 | 0.00% | −31,788−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −30,485−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −26,143−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −19,119−100.0% | Sold out |
| Sound Financial Strategies Group, LLC | 0 | $0 | 0.00% | −19,092−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −17,414−100.0% | Sold out |