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 2022
Institutional positions in Franklin Templeton Inc as of Dec 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
- 555
- +33 vs. Q3 2022
- Shares held
- 238.1M
- +9.62M (+4.2%) vs. Q3 2022
- Total value
- $6.29B
- +$1.36B (+27.7%) vs. Q3 2022
- New holders
- 89
- 208 more added
- Sold out
- 56
- 175 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding Franklin Templeton Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bartlett & Co. LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 6 | $158 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 6 | $158 | 0.00% | +6 | New |
| Bartlett & Co. Wealth Management LLC | 11 | $293 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $321 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 14 | $369 | 0.00% | +14 | New |
| Prestige Wealth Management Group LLC | 14 | $374 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 15 | $396 | 0.00% | +15 | New |
| Beaird Harris Wealth Management, LLC | 23 | $607 | 0.00% | +23 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 24 | $633 | 0.00% | −34−58.6% | Reduced |
| Eagle Bay Advisors LLC | 27 | $712 | 0.00% | −1,300−98.0% | Reduced |
| TFC Financial Management | 31 | $818 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 32 | $844 | 0.00% | +32 | New |
| New Millennium Group LLC | 35 | $923 | 0.00% | +35 | New |
| Sofos Investments, Inc. | 26 | $946 | 0.01% | +26 | New |
| Lazard Asset Management LLC | 38 | $1.00K | 0.00% | +38 | New |
| Heritage Wealth Management, LLC | 42 | $1.11K | 0.00% | +21+100.0% | Added |
| Raffa Wealth Management, LLC | 43 | $1.13K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 44 | $1.16K | 0.00% | +44 | New |
| Disciplined Investments, LLC | 50 | $1.32K | 0.00% | −10−16.7% | Reduced |
| Ellevest, Inc. | 58 | $1.53K | 0.00% | −329−85.0% | Reduced |
| M&R Capital Management Inc | 58 | $1.55K | 0.00% | +58 | New |
| Comerica Securities,inc. | 64 | $1.71K | 0.00% | +64 | New |
| SJS Investment Consulting Inc. | 65 | $1.72K | 0.00% | +9+16.1% | Added |
| Baystate Wealth Management LLC | 71 | $2.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 78 | $2.06K | 0.00% | −233−74.9% | Reduced |
| Leelyn Smith, LLC | 80 | $2.11K | 0.00% | −120−60.0% | Reduced |
| BerganKDV Wealth Management, LLC | 87 | $2.29K | 0.00% | −7−7.4% | Reduced |
| SOA Wealth Advisors, LLC. | 95 | $2.51K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $2.64K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 105 | $2.77K | 0.00% | −25−19.2% | Reduced |
| Bell Investment Advisors, Inc | 105 | $2.77K | 0.00% | +39+59.1% | Added |
| Cassady Schiller Wealth Management, LLC | 105 | $2.77K | 0.00% | +105 | New |
| Ancora Advisors, LLC | 125 | $3.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 132 | $3.48K | 0.00% | −100−43.1% | Reduced |
| Rise Advisors, LLC | 168 | $4.43K | 0.00% | +1+0.6% | Added |
| Earnest Partners LLC | 174 | $4.59K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 181 | $4.78K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 188 | $4.96K | 0.00% | +29+18.2% | Added |
| KB Financial Partners, LLC | 176 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 191 | $5.04K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 199 | $5.25K | 0.00% | −440−68.9% | Reduced |
| City Holding Co | 210 | $5.54K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 217 | $5.72K | 0.00% | +98+82.4% | Added |
| Key Financial Inc | 291 | $6.26K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 270 | $7.00K | 0.06% | −280−50.9% | Reduced |
| Versant Capital Management, Inc | 286 | $7.54K | 0.00% | +256+853.3% | Added |
| JFS Wealth Advisors, LLC | 316 | $8.34K | 0.00% | +19+6.4% | Added |
| JJJ Advisors Inc. | 281 | $8.39K | 0.00% | −149−34.7% | Reduced |
| RWM Asset Management, LLC | 320 | $8.44K | 0.00% | +320 | New |
| Focused Wealth Management, Inc | 339 | $8.95K | 0.00% | +4+1.2% | Added |
| Massmutual Trust Co FSB | 329 | $9.00K | 0.00% | −92−21.9% | Reduced |
| Ronald Blue Trust, Inc. | 483 | $10.0K | 0.00% | +275+132.2% | Added |
| AdvisorNet Financial, Inc | 429 | $11.3K | 0.00% | +34+8.6% | Added |
| EverSource Wealth Advisors, LLC | 439 | $11.6K | 0.00% | −3,044−87.4% | Reduced |
| Arlington Partners LLC | 447 | $11.8K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 408 | $11.9K | 0.00% | +408 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 463 | $12.3K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 500 | $13.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 500 | $13.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $13.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 484 | $13.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 500 | $13.2K | 0.00% | +169+51.1% | Added |
| Harbor Investment Advisory, LLC | 531 | $14.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 596 | $15.7K | 0.00% | −60−9.1% | Reduced |
| Sandy Spring Bank | 600 | $15.8K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 598 | $16.0K | 0.06% | +7+1.2% | Added |
| DuPont Capital Management Corp | 662 | $17.5K | 0.00% | +662 | New |
| Global Trust Asset Management, LLC | 675 | $17.8K | 0.01% | −422−38.5% | Reduced |
| Red Cedar Capital, LLC | 670 | $18.0K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 670 | $18.0K | 0.00% | +670 | New |
| Zions Bancorporation, N.A. | 763 | $20.1K | 0.00% | +9+1.2% | Added |
| Baldwin Brothers Inc | 817 | $21.6K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 827 | $21.8K | 0.01% | +6+0.7% | Added |
| Federated Hermes, Inc. | 881 | $23.2K | 0.00% | −5,838−86.9% | Reduced |
| Parkside Financial Bank & Trust | 904 | $23.8K | 0.01% | +45+5.2% | Added |
| RFP Financial Group LLC | 1,000 | $26.4K | 0.01% | +1,000 | New |
| Resurgent Financial Advisors LLC | 1,024 | $27.0K | 0.01% | +1,024 | New |
| Hexagon Capital Partners LLC | 1,098 | $29.0K | 0.01% | −1,679−60.5% | Reduced |
| Lindbrook Capital, LLC | 1,140 | $30.1K | 0.00% | −2−0.2% | Reduced |
| TD Private Client Wealth LLC | 1,158 | $30.5K | 0.00% | +45+4.0% | Added |
| Washington Trust Co | 1,200 | $31.7K | 0.00% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 1,200 | $31.7K | 0.01% | +1,200 | New |
| Loomis Sayles & Co L P | 1,249 | $33.0K | 0.00% | +1,140+1,045.9% | Added |
| GHP Investment Advisors, Inc. | 1,303 | $34.4K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,398 | $36.9K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,405 | $37.1K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,435 | $37.9K | 0.01% | +815+131.5% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,450 | $38.3K | 0.03% | +1,450 | New |
| Farther Finance Advisors, LLC | 1,508 | $39.8K | 0.02% | +1,508 | New |
| Harbour Investments, Inc. | 1,520 | $40.1K | 0.00% | −205−11.9% | Reduced |
| Global Retirement Partners, LLC | 1,574 | $41.5K | 0.00% | +204+14.9% | Added |
| Clear Street Markets LLC | 1,587 | $42.0K | 0.01% | +557+54.1% | Added |
| Deseret Mutual Benefit Administrators | 1,653 | $43.6K | 0.02% | −4,240−71.9% | Reduced |
| Investors Research Corp | 1,700 | $44.8K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 1,800 | $47.5K | 0.02% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,895 | $50.0K | 0.04% | −229−10.8% | Reduced |
| Tompkins Financial Corp | 2,000 | $53.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,065 | $54.5K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,095 | $55.3K | 0.02% | +5+0.2% | Added |